Systems Simplified

In This Episode What happens when vision, tax strategy, and execution collide? Carl Cox believes it creates unstoppable momentum. In this episode, host Adi Klevit sits down with Carl to discuss how entrepreneurs can position themselves for growth in today’s shifting landscape. From navigating new tax laws to adopting AI tools, Carl emphasizes the importance of staying in motion, documenting processes, and measuring results. He breaks down how businesses can benefit from structural tax incentives, content-driven marketing, and efficient systems. Adi and Carl also highlight the power of human connection, especially in an era dominated by AI. Carl shares details about his upcoming 40 Strategy Growth Workshop, where entrepreneurs will leave with a complete 2026 strategic plan and the top three priorities to execute immediately. The conversation ties everything back to systems: planning, accountability, and the discipline of taking action.

In This Episode Social media doesn’t have to be overwhelming or complicated—it can be a system that fuels your business growth. In this episode of Systems Simplified, host Adi Klevit interviews Shanel Evans to uncover how consultants and service providers can use social media strategically to attract the right clients. Shanel shares her entrepreneurial path, starting as a CPA and nonprofit leader before launching her marketing consultancy. She explains how “ditching perfection” and showing up authentically is often more impactful than polished content. Instead of rushing to sell solutions, Shanel encourages consultants to meet clients where they are by speaking directly to their struggles and desires. Throughout the conversation, Adi and Shanel discuss the role of systems in marketing, from documenting processes to showing up consistently on the right platforms. They also highlight the importance of clarity, authority, and visibility in building scalable, sustainable businesses.

In This Episode Delegation can feel daunting, but when done strategically, it becomes one of the most powerful systems for growth. In this episode of Systems Simplified, host Adi Klevit sits down with Laura Licursi to explore how entrepreneurs can move from chaos to clarity by learning how to delegate effectively. Laura shares her journey from leaving corporate America to founding Elite Virtual Assistants, where she built a framework that empowers business owners to scale without drowning in daily tasks. She outlines her 90-day onboarding success plan and the six levels of delegation, providing a roadmap for leaders who want to free themselves from repetitive, time-consuming work. The conversation highlights how proper systems—especially in inbox and calendar management—can help entrepreneurs focus on strategic growth while trusting their support teams. Adi and Laura also discuss the mindset shifts required to overcome the fear of delegation and embrace a process-driven approach to business.

In This Episode What happens when “too much drive” becomes your greatest asset? That’s the story of Indu Sanka, who left corporate America to buy a small print shop and grew it into a thriving national signage company. In this episode of Systems Simplified, host Adi Klevit talks with Indu about her entrepreneurial journey, from navigating the chaos of a poorly systematized acquisition to scaling Red Elephant with structure and vision. Indu shares how continuous learning, adopting EOS, and developing adaptable processes allowed her company to thrive despite industry shifts and rapid growth. Together, they also discuss the importance of making tough people decisions, why building processes with the long-term vision in mind is essential, and how AI will play a critical role in the next stage of operational efficiency. Indu’s story is a masterclass in how strong systems and relentless adaptability create sustainable success.

In This Episode What happens when a reluctant college graduate finds herself running a multimillion-dollar HVAC business? That’s the story of Amanda Zink, who shares how she and her brother scaled their family business to 80 employees and $20 million in revenue. In her conversation with interviewer Adi Klevit, Amanda walks through the company’s early struggles, including near collapse during the recession, and how those lessons prepared her to lead through the challenges of COVID-19. She highlights the importance of shifting from reactive management to systemized processes that empower employees and ensure consistency. Amanda also opens up about balancing business leadership with motherhood and marriage, revealing that efficiency and support systems are her keys to keeping it all together. She closes by sharing how automation and AI tools are helping Air Control Home Services stay innovative while working toward a bold vision of becoming a $100 million company by 2033.

In This Episode What does it take to turn a small business into a valuable, scalable enterprise? That’s the focus of this conversation with Michael Crow. In her interview, host Adi Klevit explores Michael’s journey from corporate executive to serial entrepreneur. Michael explains how he leveraged acquisitions to build companies, why systems are the backbone of scaling, and how staying ahead of technology trends makes or breaks growth. He also shares his approach to integrating small businesses into franchise platforms to accelerate their performance. Michael highlights the importance of processes and procedures in preparing for a business sale. Together with Adi, he emphasizes that scaling a company isn’t just about making it attractive for buyers—it’s about creating a business that can run without the owner. Their discussion provides a clear roadmap for entrepreneurs who want to maximize value and achieve freedom through systemization.

In This Episode What separates a company that grows sustainably from one that stalls out? According to Juan DeAngulo, it’s all about process. In this engaging conversation with host Adi Klevit, Juan shares how structured systems transform founder-dependent sales into scalable, repeatable growth. Juan reflects on his entrepreneurial journey, including scaling a real estate investment firm and attending Harvard Business School’s OPM program, where he realized his passion for building structured organizations. He then dives into the creation of Inselligence, explaining how its proprietary algorithms plug into CRMs to deliver insights that help businesses identify bottlenecks, segment pipelines, and improve sales and marketing alignment. Throughout the interview, Juan and Adi emphasize the power of process in sales—from documenting superstar behaviors to designing workflows that managers and teams can actually follow. They highlight how data-backed systems not only increase efficiency but also empower people, making companies stronger, more predictable, and ultimately more scalable.

In This Episode Business cards and elevator pitches might get you in the door, but Amanda Farris believes true growth comes from building genuine human connections. In this episode of the Systems Simplified podcast, host Adi Klevit sits down with Amanda to explore how LinkUnite is redefining networking in the digital marketing industry. Amanda shares how she and her partner created LinkUnite as a way to address high turnover in the industry by fostering authentic connection and collaboration. Through conferences, retreats, and curated events, the movement helps professionals form bonds that lead not only to business deals but also to mentorship, friendships, and long-term partnerships. Adi and Amanda also discuss the systems behind building a sustainable community: creating environments where people feel comfortable, encouraging shared experiences, and staying true to the principle of authenticity. Together, they highlight why meaningful human interaction is more important than ever in a world increasingly dominated by AI and digital platforms.

In This Episode Delivering excellent customer experiences often looks simple from the outside—but the reality is far more complex. In this episode of Systems Simplified, host Adi Klevit welcomes back Ty Givens to discuss how systems, processes, and training reshape the world of customer support. Ty introduces her LOOP methodology (Learn, Observe, Own, Prove), designed to help leaders absorb knowledge in plain language, see real-world examples, apply concepts directly to their environment, and leave with actionable playbooks. This approach eliminates imposter syndrome and enables managers to lead confidently with practical, usable systems. Adi and Ty also explore the role of data and metrics in shaping customer success. From CSAT and NPS to cost per contact, Ty explains how businesses can build meaningful dashboards that tell a story about their customer experience. The discussion closes with an in-depth look at AI: its opportunities, its risks, and why clearly documented processes are essential before implementation.

In This Episode What if your tax dollars could become a tool for impact rather than just a liability? That’s the perspective Rusty Cagle brings to this conversation. In this episode, Adi Klevit interviews Rusty about his journey from a difficult childhood to becoming a leading advisor to entrepreneurs and business owners. He shares how his personal story shaped his purpose-driven approach and the launch of his “100-Year Impact” vision, helping businesses think beyond profits toward lasting legacies. Rusty outlines the three pillars he uses to guide clients—clarity, collaboration, and transitioning from being overly taxed to fairly taxed. He explains how businesses can treat taxes as “tax capital,” using strategies like entity restructuring and charitable giving to maximize value. Throughout, he emphasizes the importance of systems that align advisors, forecast tax impact, and create predictable financial outcomes.

In This Episode Business growth isn’t just about strategy—it’s about building systems that keep everyone aligned, focused, and accountable. In this engaging conversation, host Adi Klevit speaks with Greg Benson about his journey from CPA to serial entrepreneur to EOS Implementer. Greg shares how his early career experiences, both successes and setbacks, shaped his approach to helping companies create strong leadership teams and scalable systems. They discuss the heart of the EOS model—vision, traction, and healthy—and how Greg enters the “danger zone” in meetings to address the issues others might avoid. He explains the importance of documented processes, the “followed by all” principle, and how simplicity is often the key to getting started. Greg also offers insight into his favorite industries to work with, from construction to manufacturing, and why trades-based businesses are often the most overlooked when it comes to implementing systems. This episode is packed with practical takeaways for leaders who want to strengthen their company’s foundation and drive sustainable growth.

In This Episode When a small business crosses the startup threshold, growth brings complexity—and without structure, that complexity can stall progress. In this episode of the System Simplified podcast, host Adi Klevit sits down with Kelly Schaefbauer to explore the six managerial leadership practices that help small businesses build trust, clarity, and scalability. Kelly explains how his methodology begins with a “task inventory” to map out every function, department, and responsibility before assigning people to roles. From there, businesses can create precise role descriptions, document step-by-step processes, set measurable performance benchmarks, and establish targeted training plans. The conversation also dives into the final practice: continuous improvement. Kelly shares how regular reviews help identify constraints, refine processes, and raise performance across the board. Whether you’re a founder looking to scale or a manager striving for team alignment, this episode delivers a blueprint for operational success rooted in systems and accountability.

In This Episode From a single folding table to nearly $1 billion in sales, Brian Gottlieb’s journey is proof that disciplined systems and empowered people can scale any business. In this lively conversation, Adi Klevit digs into the lessons Brian learned building and selling his home improvement empire — and how his principles apply to leaders in every industry. Brian shares why he believes chaos might create short-term revenue, but discipline, documentation, and process consistency are what produce sustainable profit. He explains the importance of identifying core business disciplines first — such as “the lead is sacred” — and then building processes to uphold them. He also reveals why simplicity should be a leader’s ultimate goal and how to continuously inspect systems as a company grows. The discussion goes beyond operations into leadership and culture. Brian outlines how to forecast with accuracy, why each department should run like its own business, and how to shape a culture that raises the performance bar. From community impact programs to managing rapid growth, his insights are a masterclass in blending profitability with purpose.

In This Episode What happens when decades of experience meet a systems-first mindset? In this engaging conversation, Adi Klevit interviews Rick Yvanovich about his unexpected journey from a corporate role in oil and gas to building a global ERP consulting firm. Rick shares how his early days in Vietnam sparked an entrepreneurial path fueled by word-of-mouth referrals and hands-on implementation. But it wasn’t until he began hiring and scaling that he saw the crucial need for documenting systems and procedures. Together, he and Adi dive deep into the ROI of standard operating procedures, revealing how process clarity reduces friction, supports onboarding, and ensures business continuity—even through staff turnover. The conversation also explores Rick’s take on proactive process review using Kaizen, how documentation increases business valuation, and why companies need to stop relying on tribal knowledge. Whether you're growing a team or preparing for an exit, this episode highlights how systems create both operational stability and long-term value.

In This Episode Sometimes a single conversation can change the trajectory of a business—and a life. In this engaging interview, Adi Klevit speaks with Rivkah Krinsky about how her personal passion for connecting people evolved into One Soul, a structured matchmaking business serving Jewish singles worldwide. Rivkah shares the inspiring story of her early days as a health coach, the unexpected opportunity that introduced her to matchmaking, and the courage it took to leave a salaried position to build her own company. She explains why creating a team was a non-negotiable part of her vision and how that decision set the foundation for scaling. The conversation dives into the power of systems—how documented processes, clear roles, and structured client onboarding enabled One Soul to expand while maintaining a personal touch. Rivkah and Adi discuss how to adapt systems as the business evolves and why persistence, purpose, and process are essential for building a mission-driven enterprise.

In This Episode What if the secret to faster product launches and fewer team conflicts is better alignment between R&D and strategy? In this episode of Systems Simplified, host Adi Klevit interviews Laura Moran, an innovation leader turned consultant, about how she helps pet food companies streamline innovation. Laura shares how her early experiences at Mars and Barc shaped her ability to turn big-business frameworks into agile, usable systems for smaller brands. Laura describes the core components of her Pet Spark Navigator system—a structured process that aligns teams early, defines product expectations clearly, and embeds innovation capabilities within organizations. She explains how the system reduces rework, builds team confidence, and prevents costly mistakes down the line. Throughout the conversation, Adi and Laura dive into how smaller companies often resist systems out of fear they’ll stifle creativity—when in reality, the right systems free teams to move faster with less risk. It’s a practical, actionable look at transforming chaos into repeatable growth.

In This Episode ERP implementation isn’t just a tech upgrade—it’s open-heart surgery for your business. In this powerful conversation, returning guest Kevin Bonfield joins host Adi Klevit to demystify ERP transitions and explain why businesses often underestimate the strategic complexity involved. Kevin shares the two main reasons companies switch ERP systems and emphasizes that success begins with clearly defining what the new system should accomplish. Adi and Kevin walk through a step-by-step roadmap—from strategic alignment to RFPs, internal process documentation, and license negotiations. They explore the real-world challenges of change management, especially when multiple legacy systems or acquired businesses are in play. Together, they reinforce the critical need for companies to distinguish between processes that differentiate and those that can be standardized. Whether you’re scaling, streamlining, or seeking clarity, this episode offers practical insights into planning and executing a successful ERP implementation—without losing your team, your vendors, or your data in the process.

In This Episode What happens when a teacher’s heart meets a fintech visionary mindset? You get Jennifer Lau-Hatcher. In this episode, Adi Klevit interviews Jennifer on her journey from education to launching 1&Fund, a fintech company solving financing challenges in the home improvement sector. Jennifer shares how her time at Synchrony Financial shaped her approach to user-friendly training systems—like gamified learning modules built around mobile-first design. These early innovations laid the groundwork for the customer-centered, systems-driven company she would later co-found. As Jennifer and her husband scaled 1&Fund, they quickly realized the power of processes and implemented EOS from the very start—even when it was just a three-person team. The conversation dives deep into why standardized procedures are the foundation of any scalable business. Jennifer also explains the strategic reasons behind merging with One Click Contractor to consolidate tech stacks and streamline the estimating-to-payment experience. Beyond the business, Jennifer opens up about her personal goals, including launching a podcast called The Conscious Creator Community and finally writing her long-awaited books. Whether you're in fintech, trades, or any growth-stage company, this episode offers invaluable lessons on combining systems thinking with mission-driven leadership.

In This Episode What if your team wasn’t just checking boxes—but thinking strategically, taking initiative, and driving real growth? In this engaging interview, Adi Klevit sits down with Lori Bartle to explore how marketers—and professionals of all kinds—can unlock their leadership potential through systems of accountability and clarity. Drawing on 30 years in the advertising world, Lori explains why traditional agency models often default to reactive, service-focused mindsets—and how she helps teams shift into proactive, strategic roles through her Accountable Leadership System. Lori also introduces her book, The Agency Within Us, which champions the concept of human agency—the power to act with ownership and foresight. She outlines the key principles of proactivity and accountability and explains how these traits create not only better employees but true leaders at every level of an organization. Later, Lori shares details about her new mobile microlearning app, Funnels, which delivers 5-minute training sessions to build business fluency and strategic acumen. Whether you're in marketing or managing any team that needs to shift from chaos to clarity, Lori’s systems-based approach to leadership offers a practical and inspiring path forward.

In This Episode What if the reason your business can’t scale isn’t your people or product—but a lack of systems to carry your vision? In this Systems Simplified episode, host Adi Klevit talks with Stephanie Allen, a fractional COO and consultant who helps founders build operational infrastructure and self-managed teams. Stephanie shares how her early experience running a hot dog stand taught her that success can't be sold unless it can be replicated—a lesson that fuels her system-first approach today. Stephanie outlines her three-phase engagement model: assessment, implementation, and acceleration. She explains how systems empower team members, reduce founder dependency, and unlock creativity instead of stifling it. Together, she and Adi debunk myths around rigid systems, explore how culture and process intersect, and explain why over-architecting may signal a deeper trust issue in your company. Whether you're a founder ready to delegate or an executive looking to improve execution, this episode offers a practical roadmap to structure your company for growth without sacrificing flexibility.