Afleveringen
-
Christian Brim is the CEO of CORE Group, an outsourced bookkeeping and tax preparation services firm. With over 25 years of experience in business finance, he helps business owners increase profits through financial planning and reporting, business valuation, and budgeting. Christian is also the author of Profit First for Creatives.
In this episode:Creative entrepreneurs often separate profit and passion, believing they canât pursue what they love while making money. How can creatives change their mindset around money to pursue their endeavors?
According to creative finance master Christian Brim, creative entrepreneurs who view passion and profit as mutually exclusive often underprice their services. Profit is essential to a sustainable business, so rather than structuring pricing based on costs and revenue, Christian recommends identifying the value you deliver to customers with your products or services. You can accomplish this by obtaining feedback from customers on how your products or services benefit them. This allows you to create a business model that rewards you for your services.
Tune in to this episode of Systems Simplified as Adi Klevit hosts Christian Brim, the CEO of CORE Group, to discuss how creatives can adopt a Profit First mindset to price their services. Christian shares his value pricing system for creatives, how to reevaluate your pricing, and why he adopted Mike Michalowiczâs Profit First process.
-
Diane Helbig is a Business Advisor at Helbig Enterprises, which partners with businesses to create personalized growth strategies. As a growth accelerator, she provides workshops and presentations on sales, social media, leadership, and business planning for entrepreneurs and salespeople. Diane is the author of Lemonade Stand Selling, which offers a guide to the sales process. She also hosts the Accelerate Your Business Growth podcast.
In this episode:When networking, sales professionals talk too much about their product or service, trying to gain potential clients rather than build relationships. Consequently, they rarely close the sale since the customer becomes disinterested. How can you refine the sales process to focus on prospectsâ needs?
Sales expert Diane Helbig maintains that sales leaders should attend networking events to observe prospectsâ behaviors and determine how to build meaningful relationships with them. Rather than approaching prospects with your solution, invest time learning about them and their situations and nurture this relationship throughout the discovery process to build trust. When closing the sale, integrate value into each investment, ensuring the prospect can benefit from your product or service. A step-by-step process allows you to turn prospects into clients.
In the latest episode of Systems Simplified, Adi Klevit speaks with Diane Helbig, the Business Advisor at Helbig Enterprises, about improving the sales process. Diane shares best practices for building relationships with prospects, why she believes in system and process documentation, and how she helped transform a clientâs business.
-
Zijn er afleveringen die ontbreken?
-
Shmuly Rothman is the Founder and Executive Coach at Rothman Coaching, a consultancy that eliminates fundraising obstacles for Shluchim. He specializes in training fundraisers in the Chabad movement and the NFP sector.
In this episode:Leaders may excel at their craft in practice, but when turning it into a business venture, they may fall short. Systems prevent problems before they arise by enabling leaders to anticipate and address potential issues proactively. How can business owners foster smooth operations, reduce stress, and drive long-term success?
Leadership coach Shmuly Rothman has developed a âproblem-freeâ mindset to address problems before they arise. After experiencing a critical equipment failure at a community event due to a lack of preparation, Shmuly realized the importance of planning ahead. He emphasizes learning from othersâ experiences, stress-testing plans, and documenting best practices to avoid costly mistakes. He also suggests shifting from reactive problem-solving to proactive vision-setting by empowering teams through well-designed systems.
In this episode of Systems Simplified, Adi Klevit hosts Shmuly Rothman, the Founder and Executive Coach at Rothman Coaching, to discuss addressing leadership problems. Shmuly explains how to adjust your communication style, the value of intentional language, and how he eliminates self-doubt.
-
Michael Richman is a Certified EOS ImplementerÂź at EOS Worldwide, where he educates, facilitates, and coaches companies on optimizing their leadership teams and businesses. As a fourth-generation entrepreneur, he managed a multimillion-dollar custom manufacturing company, serving top brands like Panda Express and Four Seasons Hotel. During Michaelâs tenure, the company doubled in size and increased profitability margins by 20%.
In this episode:After purchasing a company, some buyers try reinventing the wheel rather than following established processes, leading to potential bankruptcy. How can new business owners adopt well-documented and observed processes from previous owners?
EOS expert Michael Richman sold his company to an overzealous buyer who believed the business didnât need systems to survive and eventually ran it into the ground. He emphasizes documenting processes efficiently through checklists rather than lengthy documents to ensure readability and follow-through. Michael also recommends that new owners encourage employees to update and refer to established systems instead of accomplishing tasks individually.
Tune in to this weekâs episode of Systems Simplified as Adi Klevit chats with Michael Richman, a Certified EOS ImplementerÂź at EOS Worldwide, about the importance of following established processes after purchasing a business. He shares why he exited his company, the barriers to process follow-through, and his multigenerational entrepreneurial background.
-
Phil Risher is the President of Phlash Consulting, a digital marketing consulting company that helps local service businesses increase sales. He founded Phlash Consulting after becoming frustrated with traditional marketing services while working at one of the countryâs largest air duct cleaning companies. Through his proprietary marketing strategies, Phil doubled a companyâs size before selling it to private equity.
In this episode:Home service business owners often focus solely on targeting new customers. Yet past and existing customers are an untapped market these entrepreneurs can leverage to scale. What marketing strategies can you employ to enhance your customer base?
Home service executive turned marketing consultant Phil Risher has developed a three-part marketing system that involves visibility, conversions, and retargeting. Eighty-seven percent of customers rely on Google business profiles and reviews when selecting home service companies, so building your online presence through SEO optimization and B2B partnerships keeps you top of mind. Generating conversions requires consistent communication with new leads through automatic text messages, letting potential customers know you havenât forgotten them. You can also retarget current and past customers through cross-sales or promotional offers.
Tune in to this episode of Systems Simplified as Adi Klevit talks with Phil Risher, the President of Phlash Consulting, about his three-step marketing process for home service companies. Phil shares how to foster lifetime value, the value of memberships, and how to nurture leads.
-
Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC, an elder law firm that specializes in Medicaid planning, estate planning, and probate administration. As an experienced attorney, he has been recognized as an AV Preeminent Rated Attorney by Martindale-Hubbel and a top lawyer by Super Lawyers Magazine and Florida Trendâs Legal Elite. Jason is also a board member of the Academy of Florida Elder Law Attorneys and a Co-chair of the Broward County Bar Association Elder Law Section.
In this episode:New business owners are often overwhelmed with anxiety about finances, hiring, and client acquisition. How can you scale your operations strategically rather than trying to manage everything single-handedly?
Attorney and business owner Jason Neufeld initially hesitated to hire outside help, worrying he wouldnât make payroll. He maintains that these hiring fears are often irrational, and business owners must equip intelligent people with the tools to guide their operations. This entails implementing predictable operating systems for intakes, marketing, and hiring. Consistent processes give you a direction to scale your business.
In the latest episode of Systems Simplified, Adi Klevit talks with Jason Neufeld, the Managing Partner at Elder Needs Law, PLLC, about how he built his firm using scalable systems. Jason shares how he promotes his thought leadership, how to recognize when itâs time to hire, and his advice to his younger self.
-
Ghazenfer Mansoor is the Founder and CEO of Technology Rivers, a software company developing HIPAA-compliant web, mobile, and cloud-based healthcare software applications. As a seasoned advisor and investor in technology and healthcare, he has fulfilled roles as an architect, programmer, software engineer, user experience specialist, product developer, growth hacker, and chief technology officer.
In this episode:Adopting software can streamline your companyâs processes and enhance operations. How can you decide whether to build custom software or leverage existing tools?
While custom software increases business value through patented ownership, itâs often a costly option. Software developer Ghazenfer Mansoor recommends assessing your existing processes and business goals to determine whether customized tools can deliver viable solutions. Companies often discover they achieve better results when integrating their current systems with off-the-shelf tools. When building customized software, Ghazenfer suggests developing each model in stages to ensure it remains adaptable and risk-free.
Tune in to this episode of Systems Simplified as Adi Klevit hosts Ghazenfer Mansoor, the Founder and CEO of Technology Rivers, to discuss custom software integrations and solutions. Ghazenfer explains how to assess your current software solutions, how he builds HIPAA-compliant software for healthcare businesses, and his background as a software engineer.
-
Eric Rozenberg is the President of Event Business Formula, an online platform enabling event entrepreneurs to manage and grow their businesses. As a seasoned expert in the events industry, he has executed over 736 events across 50 countries. Previously, Eric spent two decades consulting with Fortune 500 companies. He is also the author of Meeting at C-Level.
In this episode:Some business owners in the meetings and events industry feel overwhelmed by the challenges of managing and growing their businesses. To succeed, they must systematize processes, foster strong team values, and prioritize face-to-face connections. How can these steps drive business growth and create unique opportunities?
As a business builder, Eric Rozenberg emphasizes the importance of assessing management teams, understanding industry trends, and leveraging personal networks. He advocates for implementing structured processes to ensure scalability while aligning the business with personal strengths and values. Eric highlights the irreplaceable role of in-person interactions in building trust, creating unique experiences, and fostering community.
In todayâs episode of Systems Simplified, the Founder of Event Business Formula, Eric Rozenberg, joins Adi Klevit to discuss success in the meetings and events industry. Eric shares how to evaluate businesses for growth, the power of human connection, and the strategies he uses to create impactful and profitable organizations.
-
Swish Goswami is the Head of Growth and Marketing at Parallel, a sci-fi-based online card game. He is also the former CEO of Surf, a white-label loyalty and rewards platform that was acquired by Datacy. During his leadership, Swish raised over $9 million, executed two acquisitions, and partnered with blue chip companies, including Netflix, Amazon Prime Gaming, and L'Oreal. He also hosts Track Limits, a leading Formula One podcast, and is Chairman of the Board at League of Innovators (LOI), which accelerates entrepreneurship in Canada.
In this episode:Some entrepreneurs aim to scale their businesses and transition to new ventures. Achieving this requires a clear vision, strategic planning, and effective execution. What does it take to grow, exit, and pivot in todayâs dynamic market?
Having facilitated several acquisitions and exited his company, experienced entrepreneur Swish Goswami emphasizes preparation and sustained growth during the business acquisition process. He also notes that well-documented systems and processes can enhance a companyâs value, streamline the acquisition process, and ensure a smooth transition for new owners. A systemized company allows you to exit effectively and prepare for new goals.
In this weekâs episode of Systems Simplified, Adi Klevit chats with Swish Goswami, the Head of Growth and Marketing at Parallel, about scaling and exiting your business. Swish shares strategies for preparing for acquisitions, his transition from entrepreneurship to employment, and insights from his book and podcast.
-
Brooke Lively is the Founder, CEO, and President of Cathedral Capital (CathCap), which empowers entrepreneurs to achieve their financial goals. As a CFO and profitability strategist, she helps business leaders in fast-growing companies turn their organizations into profitable, thriving businesses. Brooke has been named Top 25 Women to Watch from 2016-2020, Diversity Journal's Women Worth Watching, and Fort Worthâs 2016 CFO of the Year.
In this episode:Some business owners want to grow their companies enough to retire early. This requires understanding cash flow and making data-driven decisions. How can you boost profitability to offboard yourself from your business?
As a CFO, Brooke Lively says businesses must analyze each service to determine production costs and profit margins. This allows you to identify ideal marketing and sales efforts and give team members a strategic direction for the company. Brooke recommends implementing the Entrepreneurial Operating System (EOS) to empower team members to follow data-driven processes and move the company forward.
In todayâs episode of Systems Simplified, the Founder, CEO, and President of Cathedral Capital, Brooke Lively, joins Adi Klevit to discuss small business growth and profitability. Brooke explains why small businesses should acquire a CFO, how to delegate tasks using EOS, and a CFOâs roles and responsibilities.
-
Damion Lupo is the Chief Investment Officer and a board member at FrameTecâą, a manufacturing and framing services provider. He provides strategic advice and guidance for the companyâs national rollout. As a 35-year veteran entrepreneur, Damion has started over 70 companies in private equity, real estate, and finance.
In this episode:Retirement plans are top of mind for many entrepreneurs, but a profitable plan requires a stable and thriving business. How can you invest in your business to yield long-term results?
Having written the playbook for profitable retirement, Damion Lupo advises building a business around a market need to create, educate, and empower a community of customers. This requires systemizing the company according to market dynamics and developing consistent processes that can scale with current trends. Damion emphasizes that creating a service-based culture increases profits, allowing you to build a profitable business that will culminate in a robust retirement plan.
In this episode of Systems Simplified, Adi Klevit hosts Damion Lupo, the Chief Investment Officer and a board member at FrameTecâą, to discuss generating a business model for retirement. Damion talks about his lucrative retirement process, his experience starting and scaling a home construction company, and how to take control of your entrepreneurial endeavors.
-
Benjamin MorĂłne is the Founder of Zabota, a recruitment agency for European and Latin American English-speaking talent. He is also the Founder of VA Tasks, which outsources tasks to virtual assistants. Before founding Zabota and VA Tasks, Benjamin was one of the first employees at a rapidly growing tech startup.
In this episode:With global and remote businesses becoming standard, hiring overseas talent allows entrepreneurs to complete tasks and scale their businesses at accelerated rates. Yet, differing time zones, frequent internet outages, and communication and cultural differences can make working with global talent a challenge. How can you collaborate with these individuals effectively to build a thriving workforce?
Talent specialist Benjamin MorĂłne eliminates potential knowledge and communication barriers with global workforces by developing systemized playbooks and documenting processes. This streamlines the onboarding and training process, allowing entrepreneurs to focus on business growth. Before hiring global candidates, you must assess the roleâs KPIs and align them with larger organizational goals and culture requirements.
In this weekâs episode of Systems Simplified, Adi Klevit talks to Benjamin MorĂłne, the Founder of Zabota, about creating a hiring process for global workforces. Benjamin shares how to attract international candidates to your organization, how to collaborate effectively with global talent, and the benefits of working with overseas individuals.
-
Jen Hamilton is the Founder and Fractional COO at Hamilton COOs, a professional service firm for small business owners and COOs. As a CPA turned fractional COO, she advises CEOs and COOs to empower and grow small businesses through strategic leadership. Jen has over two decades of experience helping companies achieve their visions.
In this episode:Many small businesses lack an efficient human capital system as they struggle to place the right people in the right seats. An effective system requires organization-wide process documentation and implementation. How can you obtain company buy-in to systemize your business?
As a fractional COO for business leaders, Jen Hamilton maintains that companies should embed processes into every stage of their operations, from hiring and recruiting to sales and bookkeeping. Yet, itâs not enough to simply document the processes; leaders and team members must adhere to them and make updates regularly. This requires demonstrating organizational value and communicating expectations to encourage process adoption and accountability from the top down.
Join Adi Klevit in this episode of Systems Simplified as she sits down with Jen Hamilton, the Founder and Fractional COO at Hamilton COOs, to discuss how COOs and other leaders can adopt and implement processes. Jen explains the difference between a full-time and fractional COO, how she ensures process follow-through, and how she became a fractional COO.
-
Jessica Gomez is the Founder and CEO of Rogue Valley Microdevices, a full-service company specializing in MES and biomedical device fabrication. With experience in semiconductor processing and product management, she has worked with visionary companies in the automotive, biomedical, agriculture, military, aerospace, and industrial markets. Jessica is a member of the SEMI Board of Industry Leaders and the Oregon Business Council and is Chairman of the Board for Rogue Workforce Partnership.
In this episode:During economic uncertainty and financial distress, it can be difficult for entrepreneurs to maintain composure. Yet sustaining growth requires resilience and strategic action. How can you navigate your company through turbulent times?
Biomedical device pioneer Jessica Gomez maintains that inaction during a crisis is the worst mistake entrepreneurs can make. During the 2008 recession, Jessica laid off her entire staff, forcing her to restructure her companyâs growth trajectory. She implemented robust hiring systems and expanded her service capabilities to reach a broader customer base. When developing a hiring process, Jessica recommends establishing a culture and hiring individuals who can uphold the companyâs vision and values.
In the latest episode of Systems Simplified, Adi Klevit talks with Jessica Gomez, the Founder and CEO of Rogue Valley Microdevices, about how she propelled her company forward during a crisis. Jessica shares how implementing systems helped her overcome growth barriers, the characteristics of her companyâs culture, and the future of her business in its dynamic industry.
-
Max Friar is the Managing Partner of Calder Capital, LLC, a nationally recognized M&A firm. Having entered the M&A space in 2005, he began his career as the Director of Marketing for a Midwest M&A firm. Max has also invested in, bought, and sold closely-held businesses, serving as a Partner and Co-founder at Weinkauf Plumbing & Heating, Inc. and Small Business Deal Advisors.
In this episode:Itâs rare for small businesses to document standard processes and procedures, let alone job descriptions. However, this is essential for growth or to sell the company. How can you develop sound processes to attract ideal buyers?
According to M&A expert Max Friar, implementing and documenting systems presents small businesses as organized and operationally efficient, making them more attractive to potential buyers. Investors and buyers look for businesses that can operate independently of their owners, so having repeatable processes increases your companyâs value in the market. By transferring your knowledge into comprehensible systems, you can grow your company for an eventual exit.
Tune in to the latest episode of Systems Simplified as Adi Klevit welcomes Max Friar, the Managing Partner of Calder Capital, to discuss developing processes to sell your business. Max shares his go-to automation tools, his system for attracting buyers, and his definition of lower-middle market businesses.
-
Dan Pfister is the Founder of WinBack Labs, which helps companies win back lost customers. He has generated over 50,000 customers, allowing him to work with brands and notable figures like Fidelity Investments and Tony Robbins. With over 20 years of marketing experience, Dan generated 57x ROI from his first win-back campaign.
In this episode:Customers leave for many reasons, and itâs not always because theyâre unsatisfied. Businesses often acquire new customers rather than winning back churned ones, believing theyâre a lost cause. However, these customers hold the highest ROI potential. How can you reengage them before itâs too late?
Customer retention marketer Dan Pfister leverages a proven system to win back lost customers. It involves identifying why your customers left and whether itâs profitable to reengage them. You can accomplish this through qualitative and quantitative surveys. Once you have a list of customers you want to retain, Dan advises determining their needs and creating additional value through personalized offers. You can also prevent churn by communicating with your customers consistently and encouraging them to provide feedback.
In the latest episode of Systems Simplified, Adi Klevit talks with Dan Pfister, the Founder of WinBack Labs, about winning back lost customers. Dan explains how he leverages data systems to reengage customers, why customers leave, and how to prevent them from going.
-
Pat Mancuso is the CEO of Mancuso Consulting Group and a highly recognized thought leader dedicated to helping CEOs, business owners, and entrepreneurs maximize their potential through coaching and consulting. Having spent over 30 years working with company owners, leaders, and sales teams, Pat has over 25,000 hours of coaching and consulting experience.
As a serial entrepreneur who has launched multiple successful companies, Pat understands how to scale a business sustainably. He helps businesses improve their leadership and performance through a proprietary system, RSTMMÂź (Recruit, Select, Train, Manage, and Motivate), which enables companies to select, train, manage, and motivate the right people in the right positions.
In this episode:The three most substantial roadblocks in an entrepreneur's journey involve hiring, finances, and sales. Business owners may make rash hiring decisions they regret later, mismanage their finances, or lack a steady lead generation system for sales. How can you align these fundamental aspects to reach the next destination in your business?
Business consultant Pat Mancuso has developed a proprietary system for eliminating roadblocks and developing a clear path for growth. He maintains that businesses must first acquire a third-party manager who can provide objective guidance. Entrepreneurs can then implement a behavior-based hiring system that aligns leadership candidatesâ behaviors with role responsibilities and identifies their career trajectories. A manager can also encourage business owners to review their balance sheets, align them with future business goals, and develop a process to measure ROI on sales initiatives.
In this episode of Systems Simplified, Pat Mancuso, the CEO of Mancuso Consulting Group, joins Adi Klevit to discuss optimizing your business for future growth. Pat shares how his first real estate business shaped his career, how to avoid common business pitfalls, and the lessons he learned from his first partnership.
-
Nathan Baar is the Founder and CEO of HealthBar, which offers custom health services provided by skilled clinicians. He is also the Co-founder and Partner of DecentraCare, a healthcare staffing company, and the Board President at Nurses Saving Nurses, an organization empowering nurses. As a registered nurse, Nathan combines business and clinical healthcare.
In this episode:Disrupting a long-established business model is a huge undertaking, especially in industries resistant to radical change like healthcare. How can you execute a new business model effectively?
Having enabled access to preventative healthcare, Nathan Baar says that the key to initiating a revolutionary business model is to acquire early adopters. This involves guiding businesses or clients through a test phase and using the results for widespread education and implementation. Nathan also cites the role of strong processes in a new modelâs long-term performance, emphasizing the importance of repeatable systems.
In todayâs episode of Systems Simplified, Adi Klevit chats with Nathan Baar, the Founder and CEO of HealthBar, about how he subverted traditional healthcare models using sound systems and processes. He describes how to market a new business model, how he navigates the burden of entrepreneurship, and how a patient received lifesaving care from HealthBar.
-
Jonathan Small is the host of the Write About Now podcast and the author of the book of the same name, which is based on the podcast. In 2020, he launched Strike Fire Productions, a podcast production company offering full-service production and consulting to high-profile clients, including the Screen Actors Guild and Purely Elizabeth. Jonathan has worked as a multimedia storyteller for top media companies like The New York Times and Hearst. He is also a Chief Content Strategist at Maverick Public Relations.
In this episode:Most entrepreneurs struggle to differentiate themselves or their businesses in the market at some point during their journey. Yet every entrepreneur has a unique origin story that distinguishes them from their competition. How can you convey your story to bring value to your business and customers?
Passionate about storytelling, producer and journalist Jonathan Small identified podcasting as the ideal medium to convey origin stories. He maintains that these stories allow you to communicate authentically with your audience. Jonathanâs narrative system involves identifying a hurdle you overcame in your business and sharing it as an inspirational story for others. You can also determine and convey your purpose for launching your business and conquering challenges, making you more relatable to your audience.
Tune in to the latest episode of Systems Simplified as Adi Klevit sits down with Jonathan Small, the host and author of Write About Now, to talk about the process of storytelling in entrepreneurship. Jonathan explains the value proposition of an entrepreneurâs origin story, how he wrote a book based on podcast interviews, and how to convey your purpose.
-
Eric Doumani is the Owner of Sunset Outdoor Creations, a family-owned general contracting business specializing in swimming pools and outdoor construction. Eric designs and builds pools and has led Sunset Outdoor Creations to become one of the top pool builders in Southern California.
In this episode:If youâre burned out managing every aspect of your business, from clients to administrative tasks, it may be time for some structure. Yet many business owners in this situation hesitate to implement the proper systems and processes since they often fear the unknown outcomes. How can implementing and documenting processes make a transformative impact on your business?
While working long hours managing operations, projects, and selling, entrepreneur Eric Doumani felt hopeless and discouraged. He was so unfamiliar with delegation, hiring, and onboarding that when presented with systems to streamline his business, he became uneasy. However, after documenting and implementing delegation and hiring processes through interactive flow charts and step-by-step instructions, Eric acquired an office and project manager, allowing him to step away from the business and gain freedom.
In todayâs episode of Systems Simplified, Adi Klevit hosts Eric Doumani, the Owner of Sunset Outdoor Creations, to talk about how he transformed his business through delegation and hiring systems. Eric talks about the obstacles he faced while delegating, the key attributes of entrepreneurs, and how he overcame the lowest point in his business.
- Laat meer zien
