Systems Simplified

Camela Thompson is the Vice President of Marketing at CaliberMind. This leading B2B revenue analytics platform looks at every sales and marketing touchpoint to help marketers make sense of their data to enable confident decision-making and faster growth. With experience in the marketing world, Camela has also spent over 15 years in revenue operations in the technology industry, growing successful startups such as Qumulo, ExtraHop Networks, and CDK Global (formerly Cobalt). She is also the host of The Revenue Marketing Report podcast. In this episode: We've all had experiences when we reach out to a company or a person and never get a response. It makes us feel unimportant, and any chance of them receiving our business is lost. So, what's the most effective process for turning those leads into clients? With an extensive background in marketing and growing businesses, Camela Thompson knows that if you don't have a responsive follow-up system in place to engage with leads, you'll lose motivated potential clients. The main focus is to have a method of tracking your leads and a system of next steps to engage with them. It's also essential to make communication personal and identify and understand your leads' struggles, desires, and needs to determine if your lead is in your target market. Formulating an organized approach and developing a responsive process will enable you to secure more clients and grow your business. Camela Thompson, the Vice President of Marketing at CaliberMind, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about developing creative processes for following up and optimizing business leads. Camela shares tips for identifying your ideal leads, determining the frequency of communication, and maintaining an integrated CRM.

Dee Soffer-Ninary is the CEO of Optima Enterprises, a professional real estate and construction management company specializing in providing cost-effective property and project management services. Destined to become a serial entrepreneur at the ripe age of 13, Dee had already started her first business as a math and writing tutor and grew it by having other tutors do it on her behalf. As an adult, she started her career as a property management consultant, and over the past two decades, she has established multiple successful entities in the real estate and construction sectors. Dee is a board member for the Entrepreneurs' Organization (EO) and also the President of her local EO Los Angeles Chapter. In this episode: How do you take an idea and turn it into a business? What do you have to do to become a successful entrepreneur? Does entrepreneurship involve simply taking an idea from concept to execution? As a serial entrepreneur, Dee Soffer-Ninary creates business ideas, but she knows she needs others to take that idea and push it through to execution. You need the finders, minders, and grinders to get it done. She also knows that systems and processes are part of a successful business plan, and serial entrepreneurs need them to move forward and support their other creative ideas. Entrepreneurship is not just about taking an idea directly from concept to execution — you need to have effective systems in place and be willing to take risks. In this episode of the Systems Simplified podcast, Adi Klevit interviews Dee Soffer-Ninary, the CEO of Optima Enterprises, about integrating systems with entrepreneurship. Dee shares her entrepreneurial journey and explains how systems can help you become a better entrepreneur. They also discuss strategies for executing business ideas and tips for balancing your personal and professional life.

Justin Riordan is the Founder of Spade and Archer Design Agency, a home staging company with locations in Palm Springs, Portland, and Seattle. Justin is a thought leader and a trendsetter in the real estate industry. Before opening Spade and Archer in 2009, he practiced interior architecture and interior construction for 12 years. Additionally, he is an accomplished and engaging speaker who regularly presents at real estate industry events, sharing his expertise about home staging. In this episode: What strategies can you use to make work easier and more efficient for yourself and your employees? How can you use systems to improve the customer experience? When Justin Riordan realized his business was leaving a lot of money on the table using tedious processes, he built systems for his agency because customers want to deal with companies that make the shopping experience easy. Justin hired new employees based on his agency's core values, delegated work, and offered employee incentives. He also nurtured leaders from his team and let go of unproductive employees. These strategies enabled Justin to step back from the daily management of his company and gain more freedom. In this episode of the Systems Simplified podcast, Adi Klevit interviews Justin Riordan, the Founder of Spade and Archer Design Agency, about how to use systems to increase efficiency and make business processes easier. Justin talks about his favorite business systems, explains how his company scaled when he started implementing systems, and shares his strategies for training employees.

John Lund is the Founder and Executive Coach of MyB2BCoach, a company that coaches sales teams in small to mid-sized businesses. MyB2BCoach's proven process is built on strategy, training, accountability, and AI sales coaching software. John is also the President of Entresmart, a company that specializes in helping small and mid-sized businesses grow their top and bottom line through strategic planning, facilitation, coaching, and empowerment training. He also founded OFFWIRE Inc., which was recognized three times on the Inc. 5000 list of fastest-growing businesses. He successfully exited and sold the company after 19 years to a world-renowned distributor. Additionally, John has been heavily involved with the Entrepreneurs' Organization (EO) for 22 years, holding several leadership positions over his tenure. In this episode: You'll likely realize some growing pains at the beginning of your entrepreneurial journey, including the feeling that you're constantly putting out fires. So, what can you do to help you grow and scale your business? With decades of entrepreneurial experience under his belt, John Lund knows that well-established processes can do wonders for a business. When you document and systemize your business processes and then use automation to improve your efficiency and remove redundancies, it dramatically affects your business' profitability and ability to grow. One of the key business strategies that will propel you towards your business aspirations is implementing and integrating automated processes and procedures, so you don't have to rely on the one unicorn on your team who stores the information in her head. In this episode of the Systems Simplified podcast, host Adi Klevit joins John Lund, Founder and Executive Coach of MyB2BCoach. John shares his entrepreneurial journey and what he learned along the way. He details the value of well-documented processes and procedures, how he helps businesses increase efficiency and profitability using automation, how systemizing your business increases its value when strategizing an exit, and identifying and removing redundancies to increase business growth.

Kimberli Allen is the CEO and Founder of Everything Webinar, a professional training and coaching company focused on adapting in-person skills to a virtual presentation environment. The Everything Webinar team shows you how to wow your audience and keep them engaged in your virtual event so you can effectively communicate with your audience no matter where they are. With 18-plus years of experience at Everything Webinar, Kimberli has trained and coached over 7,500 people in 32 countries for companies including Cisco, Philips, IBM, Motorola, and Hewlett-Packard. In this episode: Could your virtual presentations, training programs, webinars, meetings, or coaching sessions use some swag to be more engaging for your audience? Is there an easier way to create the kind of presentation that sets you above the rest? Using more than three decades of expertise in the presentation arena, Kimberli Allen has created a template structure process that guides you every step of the way, explaining the many components you must include and others practices to avoid. Being mindful of the three basic adult learning styles to incorporate throughout the presentation is critical to engage the audience effectively. From the initial attention grabber to the closing, you can learn Kimberli's proven process to boost your presentation performance and drive home your message. In this episode of the Systems Simplified podcast, host Adi Klevit interviews Kimberli Allen, CEO and Founder of Everything Webinar, as she shares the secrets behind the process of creating engaging presentations. Kimberli walks you through her template structure process, the essential components of a successful presentation, and various other tips to gain, maintain, and retain your audience's attention.

Joseph Frost is the Co-founder & Chief Revenue Officer of yorCMO, the first fractional and decentralized leadership franchise business helping growth-minded CEOs execute efficient marketing strategies. Joseph also co-founded Fractional Professionals Association, a peer-to-peer community organization for Fractional Professionals, and Frost Media Group, a video production company producing content that breaks through our content-saturated world. He coaches and consults entrepreneurs and teams on strategy and decentralized leadership. In this episode: How do you take your business to the next level after growing solely through sales and networking? Hiring a fractional professional may be the next step in helping you reach your business goals. Fully committed to a fractional lifestyle, these professionals are available when you want to scale your business. Knowing when it's the right time to hire these professionals and how to manage them can take your business to the next level. In this episode of the Systems Simplified podcast, host Adi Klevit interviews Joseph Frost, Co-founder and Chief Revenue Officer of yorCMO, to discuss how fractional and decentralized leadership can benefit your business. Joseph also shares how he drew inspiration from the fractional CFO model alongside his partner to create a framework for marketers.

David Allison is the Founder of Valuegraphics, a global inventory of core human values that he has designed to be a measurable business metric — allowing businesses an edge in today's economy. David is a human values expert, global researcher, and best-selling author. He holds his Bachelor of Arts in mass communications and media studies from the University of North Dakota. In 2018, Inc. Magazine named David's book, We Are All the Same Age Now: Valuegraphics, The End of Demographic Stereotypes, one of the best leadership books of the year. His new book is called The Death of Demographics: Valuegraphic Marketing for a Values-Driven World. In this episode: What is the secret to building a values-based business? How can you use values to create systems to run your company? To build a values-driven business, you need relevant and accurate data. Assumptions about your target audience lead to inaccurate conclusions and limit your ability to serve customers effectively. Valuegraphics allow businesses to understand the needs of their customers, employees, and other stakeholders. Focusing on demographics alone is not enough. In this episode of the Systems Simplified Podcast, Adi Klevit interviews David Allison, the Founder of Valuegraphics, about value-graphic marketing. They discuss how values influence human behavior, how to build a values-driven business, and how to use values to create systems.

Dorice Horenstein is an energetic and dynamic keynote speaker, author, and coach whose mission is to help leaders and teams find the power within themselves to improve effectiveness. She served as an officer in the Israeli Defense Forces before moving to America to pursue a career in education. After 30 years in education, Dorice decided to make the world her classroom by launching her speaking and coaching business. She is also the author of the award-winning bestselling book Moments of the Heart: Four Relationships Everyone Should Have to Live Wholeheartedly. In this episode: How can you build meaningful and powerful relationships? How can you leverage your connections to benefit the growth of your business? One of the best ways to nurture great business relationships is to serve others. Serving others builds a powerful personal brand, develops meaningful connections, and grows your business. Dorice Horenstein advises business leaders to shift their mindset to bring out the champion within — be courageous, believe in yourself and your abilities, and follow your path. In this episode of the Systems Simplified Podcast, Adi Klevit interviews Dorice Horenstein, an energetic and dynamic keynote speaker, author, and coach, about her system for creating business connections and building a powerful personal brand. Dorice discusses the power of connections, how she started her speaking and coaching business, and her ideal audience for speaking engagements.

Dré Slaman is the Co-founder and CEO of Farm to Fit, a healthy, ready-to-eat weekly meal delivery service in the Portland, Oregon, area. Farm to Fit was started in 2011 by Dré and her husband, G. Scott Brown, who were looking for a food delivery service in the Portland region. They couldn't find one, so they decided to create one themselves. Over the years, they've expanded their kitchen space and hired 30 team members to keep up with the demand for their services. In addition to being an entrepreneur, Dré is also an actress and a mother. She is the President-Elect of the Entrepreneurs' Organization (EO) Portland Chapter and holds a master of fine arts in acting from Northern Illinois University. In this episode: To build a successful business, developing great relationships, both personal and professional, is crucial. According to Dré Slaman, solid relationships and business networks are necessary for every leader looking to grow a thriving business. Having spent 11 years in entrepreneurship, one of the biggest lessons Dré has learned is the value of surrounding yourself with a solid support system. As a business leader, she suggests developing a habit of asking for help and leaning on other people's expertise, knowledge, and experience to build a thriving business. If you work alongside your spouse, create systems and processes that guide you in running your business. In this episode of the Systems Simplified podcast, Adi Klevit interviews Dré Slaman, the Co-founder and CEO of Farm to Fit, about how to create a system for working with your spouse. Dré talks about starting a business with her husband, the value of developing a business support system, and tips for separating your personal and professional life.

Ron Nussbaum is the Co-founder and CEO of Nuttnest, a customer communication platform that helps contractors, builders, and home service providers communicate with homeowners more effectively to transform the customer experience. Ron served in the Marine Corps and then joined the construction industry, where he's worked for over a decade. He is a visionary leader with expertise in the many facets of construction, including field, sales, leadership, and management. In this episode: Do you often experience communication breakdowns between your team members and clients? How can you ensure productive communication with clients to provide better service and avoid customer complaints? Constructive communication is essential in building a thriving business. As a business leader, you must have appropriate systems and processes in place to cultivate exceptional communication between your team and clients. According to Ron Nussbaum, one of the first steps to take is setting clear expectations with your clients in a simple and understandable way. Effective communication prevents chaos and leads to happy long-term clients. Ron Nussbaum, the Co-founder and CEO of Nuttnest, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about systematizing communication in the construction industry. They discuss the most significant sources of communication breakdowns, the effects of poor communication, and how Nuttnest promotes communication between contractors and clients.