Systems Simplified

Kim Angeli is the Founder and CEO of Angeli International, where she focuses on cultivating gratitude in business and life. As a 23-year veteran entrepreneur, she helps businesses align with gratitude. After 15 years of owning, growing, and merging insurance agencies, Kim sold her practice and began inspiring grateful living worldwide. In this episode: Some business owners excel at acquiring clients but struggle to retain them. This is because they often view the exchange as a transaction rather than a relationship to nurture. How can expressions of gratitude drive client loyalty and retention? As an advocate for gratitude in personal and professional life, entrepreneur Kim Angeli has developed a process for showing appreciation to clients. This action plan system involves ranking the relationships that bring the most value to you. Since these relationships drive the highest revenue for your business, Kim suggests fostering consistent interactions through value-driven actions like gift-giving, notes, calls, and other personalized gestures. Tune in to the latest episode of Systems Simplified as Adi Klevit hosts Kim Angeli, the Founder and CEO of Angeli International, who talks about integrating gratitude into business operations. Kim shares her definition of gratitude, how she became a champion for the process in business, and how to transition from superficial interactions to memorable encounters.

Bob Burg is the Founder of The Go-Giver Community Network, an organization that connects private global businesses. In the past 30 years, he’s helped companies and leaders evolve their communication habits to increase sales and grow their businesses. He is also the Co-author of The Go-Giver, a book about the five laws of stratospheric success and Streetwise to Saleswise. Bob is also a member of the National Speakers Association and a Hall of Fame keynote speaker on referrals, relationship-building, and influence. Jeff West is the President of West Marketing Group, INC, where he helps influencers and business leaders elevate their brands. He is also the best-selling author of numerous business parables, including Streetwise to Saleswise, The Unexpected Tour Guide, and Said the Lady with the Blue Hair. For over 30 years, Jeff has coached and led sales teams in multiple industries and was among the top sales performers and leaders in the nation. He is also a member of The Go-Giver Community with Bob Burg. In this episode: Some sales professionals are so fearful of objections that it impedes their ability to close deals. How can you embrace objections and transform them into powerful fusion points that propel your business forward? Sales dream team Bob Burg and Jeff West collaborated to develop a five-step process for navigating and embracing sales objections. The framework involves controlling your emotions, empathizing with prospects, asking probing questions, reframing your approach, and isolating the objection. Rather than reacting negatively to the objection on instinct, demonstrate an understanding of your prospects’ situations and adopt their perspective. This allows you to refine your offering, providing solutions and social proof to influence key decision-making. In this week’s episode of Systems Simplified, Adi Klevit hosts duo Bob Burg and Jeff West, authors of Streetwise to Saleswise, to discuss transforming sales objections into opportunities. Together, they offer insights into the power of framing in sales conversations, how to develop a value proposition that resonates with prospects, and anecdotes from their book.

Karen Grosz is the Owner of Canvas Creek Team Building, which hosts team-building events for various-sized teams. She is also a public speaker and the author of What’s Next? and Quiet Leadership. With a history of avoiding corporate America’s team-building events, Karen developed a method that harnesses the transformative power of creating art collaboratively. In this episode: If you’ve ever dreaded being roped into a team-building event at work, you’re not alone. The prospect of forced bonding makes many people uncomfortable. What collaborative team-building methods can companies leverage to turn this apprehension into anticipation and engage their employees? As someone who used to call in sick on the day of a team-building event, Karen Grosz has developed a process that transforms uninspiring activities into engaging shared experiences. The approach involves collaborative art activities like painting in silence without instructions, which can reveal team dynamics and foster a cohesive culture. These methods can also strengthen adherence to systems and processes by working together to accomplish a common goal. Tune in to the latest episode of Systems Simplified as Adi Klevit hosts Karen Grosz, the Owner of Canvas Creek Team Building, to talk about her creative and collaborative team-building process. Karen shares how collaborative art fosters playfulness and camaraderie among team members, how to facilitate effective leadership, and how her “Happy Monday” videos create daily inspiration.

Aaron Schaller is the Owner of 1st Call Closers, which assists businesses in applying proven systems and processes to develop solid infrastructures. With 15 years of experience in the moving and storage industry, he also owns Redefyne Moving, where he streamlined sales and operations with systems and processes. In this episode: Imagine starting a venture with the simple goal of paying for your education, only to find yourself mired in challenges and inefficiencies. As your business grows, the absence of proper systems and training becomes a significant hurdle to success. How can you systemize your business to catalyze growth? After launching a moving company to help pay for college, Aaron Schaller discovered he lacked proper visibility into his numbers and reporting systems. It wasn't until he implemented sound systems and processes that he saw exponential growth, increasing booking percentages from 8-22% and revenue from three-quarters of a million to $2.4 million. To obtain a steady flow of bookings, Aaron emphasizes the importance of CRM systems, quick lead responses, and consistent communication with clients. In this episode of Systems Simplified, Adi Klevit talks with Aaron Schaller, the Owner of 1st Call Closers, about how he simplified his business operations. Aaron discusses how to achieve freedom from daily operations, how long-term systemization promotes growth, and the importance of processes in employee training.

Andy Neary is the Founder of Complete Game Consulting, where he helps insurance professionals turn reach and relevance into revenue. As a former baseball player turned business coach, he leverages his athletic experience to help entrepreneurs build the mindsets, habits, and rituals to elevate performance. Andy is also a two-time Ironman finisher and assists clients in boosting their visibility and market presence. In this episode: Professional athletes often strive to outshine competitors, and the same is true in the business world. Winning requires grabbing and holding your audience's attention, which can make or break your company's growth trajectory. How can you elevate your marketing strategy to make your business stand out? As a former professional athlete, marketing coach, and consultant, Andy Neary compares athletic performance to business success. He maintains that mastering daily rituals and processes leads to achievements in both disciplines. When it comes to differentiating your brand in the market, you must define your target audience before developing a unique value proposition that sets you apart. By creating a reliable and consistent brand story and displaying it on social media, you can increase visibility and allow prospects to feel connected to you. In today’s Systems Simplified episode, Andy Neary, the Founder of Complete Game Consulting, joins Adi Klevit for a discussion about the parallels between sports and marketing. Andy shares invaluable cold-calling tips, the importance of niche marketing, and the power of authentic storytelling.

Brent Pohlman is the CEO and Executive Leader at Midwest Laboratories, a frontrunner in analytical testing across various industries. With a background in corporate leadership, he authored Leaders Look Within, which shares lessons on leading, coaching, and fostering a culture of trust and excellence. Brent serves as the President Emeritus of the Omaha Chapter of Legatus International and a member of the AMA executive advisory council. In this episode: Growth is not just about numbers and sales; it's about creating an infrastructure that supports sustainable development and consistent output. How can you pivot from reactive chaos to strategic success? According to executive leader Brent Pohlman, effective leadership is the foundation for healthy growth. Top-performing leaders take measures to ensure organizational longevity, such as initiating knowledge transfers to avoid losing essential information, building a culture rooted in strong core values, and documenting processes. These values and processes must be consistently updated, followed, and replicated to standardize operations and future-proof your company. In the latest edition of Systems Simplified, Adi Klevit sits down with Brent Pohlman, the CEO and Executive Leader at Midwest Laboratories, to talk about fostering effective leadership through process documentation. Brent shares how to ensure process follow-through, his evolution through leadership with Midwest Laboratories, and the qualities of an effective leader.

Dom Caminata is the Founder and CEO of Grosso University, an industry-leading platform for sales training, leadership coaching, and motivational speaking. Since 2019, he has become recognized as the industry’s greatest sales training and motivational speaker, having transitioned from $8 million to over $100 million annually. Dom is also the author of the Grosso University Bible of In-Home Selling and the creator of the industry-exclusive Sales Academy. In this episode: Imagine achieving multimillion-dollar sales figures with no prior experience in your field. Is it possible to systematize success in the demanding and competitive sales industry? How can leadership transform a team’s trajectory? Having studied under Rick Grosso, Dom Caminata mastered the sales process with dedication and motivation. Once you understand the key components of the sales system, you can build a team and provide them with clear guidance. This includes helping them achieve personal goals and defining performance benchmarks for accountability. By coaching your team effectively, you can motivate them to close deals independently. In the latest episode of the Systems Simplified podcast, Adi Klevit sits down with Dom Caminata, the Founder and CEO of Grosso University, to discuss mastering the sales process through effective leadership. Dom emphasizes the value of leading by example, maintaining a positive approach, and ensuring clarity within the team.

Brandi Johnson is the Executive Director of LoveOne and The Father’s Heart Street Ministry, two nonprofits located in Portland, Oregon. Under her leadership, both nonprofits have grown tremendously and have broadened their reach to assist individuals and families experiencing hardships. As a compassionate leader, Brandi emphasizes the importance of community, self-care, and well-documented processes in the nonprofit sector. In this episode: What does it take to transform a small, grassroots movement into a powerful community lifeline? To achieve sustainability and growth, nonprofits require similar processes as for-profit businesses. How can these organizations elevate their impact? Having managed the rapid growth and influence of two nonprofits, Brandi Johnson cites the role of community engagement and strategic systems in maximizing support. By recruiting local volunteers and forging strong connections with community leaders, you can amplify and communicate your mission effectively. Additionally, documenting processes directly related to your operations allows your team to focus on elevating service capabilities. Join Adi Klevit in this episode of Systems Simplified as she hosts Brandi Johnson, the Executive Director of LoveOne and The Father’s Heart Street Ministry, to discuss harnessing the power of systems and community to scale nonprofits. Brandi shares how she stays motivated amid her daily responsibilities, how to ensure team members adhere to processes, and the fundamentals of scaling nonprofit organizations.

Mandi Ellefson is the Founder and CEO of Hands-Off CEO, which helps seven-figure consulting agencies scale. As the creator of the Scale to Freedom Scalable Service GrowthTM framework, she has consulted with hundreds of agency owners and CEOs, helping them free 20-50% of their week to focus on accelerating profits. Mandi is also the author of The Hands-Off CEO and the host of the Hands-Off CEO Podcast. In this episode: Are you being consumed by your company rather than having it serve you? How can you gain freedom from your business while ensuring it thrives and grows without your day-to-day involvement? After becoming burned out from managing her business single-handedly, consultant Mandi Ellefson developed a system to help entrepreneurs scale their service-based businesses to function independently. The process involves creating explicit agreements with your team and regularly implementing systems and processes to boost performance and create a culture of accountability. Mandi also notes that consulting businesses can increase profits dramatically by transitioning from traditional billing models to charging based on service value. In today’s episode of Systems Simplified, Adi Klevit sits down with Mandi Ellefson, the Founder and CEO of Hands-Off CEO, to discuss building a business that can scale effectively. She shares actionable steps for entrepreneurs and emphasizes the power of a clear vision.

John Ruhlin is the Co-founder of Giftology Group and Ruhlin Group, which are gift strategy and logistics companies. He is also the author of Giftology and the #1 all-time distributor of Cutco Knives in its 65-plus year history. As a master gift-giver, John forges lifetime relationships while generating enormous returns for his clients. His impressive list of clients includes the Chicago Cubs, Orlando Magic, the Chicago Bears, and many top entrepreneurs, including Darren Hardy and Cameron Herold. In this episode: Sending thoughtfully chosen gifts can profoundly impact your business relationships. Consider the lasting impression you can create with your clients and network. How can you ensure these gestures authentically resonate with the receiver rather than coming off as clichéd? Gifting strategist John Ruhlin has developed a proven gift-giving process that strengthens relationships with clients and referral partners. Instead of sending gifts for momentous occasions, John emphasizes giving gifts during unexpected times to showcase genuine care beyond obligation. He also advises against branding the gifts with your logo to ensure they capture the recipients’ enjoyment rather than serve your marketing strategy. Personalized gifts tailored to your recipients’ preferences enhances the relationship-building process and creates loyal customers and partners. In today’s Systems Simplified episode, Adi Klevit welcomes John Ruhlin, the Co-founder of Giftology Group, who talks about leveraging customized gifting as a powerful business-building tool. John provides actionable insights into developing a giving philosophy that can systematize and maximize referrals, deepen client loyalty, and foster robust business networks.

Felix Velarde is the Founder and Chair of 2Y3X, a marketing firm designed to help agencies triple in size within two years. He is a seasoned entrepreneur and a pioneering figure in the digital marketing industry, with a career spanning over several decades. He founded one of the first web design agencies in the United Kingdom and grew it into a highly successful enterprise. Felix is recognized for his strategic leadership and expertise in scaling agencies rapidly through 2Y3X. As an anti-racism campaigner and advocate for inclusivity, he values integrity and balance within the workplace. He is also the author of Scale at Speed, a book aimed at helping businesses triple their revenue and build superstar teams. In this episode: If you ever felt your company’s operations solely relied on you, you may be stunting your growth. How can you transition from being the bottleneck at the top to a founder that fosters sustainable growth? After struggling for 20 years to scale his business and unlock the next stage of growth, agency expert Felix Velarde confronted his ego to move the needle on his company. Once you learn to accept help and embrace continuous learning, you can leverage a team of experts in various fields to enable creative problem-solving and growth. Felix also emphasizes the importance of robust systems and processes to gradually implement sustainable changes into your business operations. Tune in to the latest Systems Simplified episode as Adi Klevit hosts Felix Velarde, the Founder and Chair of 2Y3X, to discuss systematizing businesses for scale. Felix offers a blueprint to overcome traditional growth hurdles through critical thinking, methodical change, and effective resource management.

Jason Fladlien is the Co-founder of Rapid Crush, a company renowned for its groundbreaking marketing strategies and expertise in webinars. He has driven over $250 million in sales, reaching over 150,000 customers across 131 countries, making him a pivotal figure in the online marketing arena. Known for his unique journey from a Hare Krishna monk to a rapper before diving into the world of marketing, Jason’s diverse background fuels his innovative approaches to digital marketing and product launches. His work with webinars has set sales records across various industries and has led him to develop best practices that define today’s digital marketing strategies. In this episode: A carefully structured webinar can engage audiences and drive sales. Yet without proper engagement tactics, webinars can become pointless corporate meetings. How can you develop a process to turn any webinar into an irresistible selling machine? Digital engagement mastermind Jason Fladlien has developed a system for creating sales-converting webinars. The framework begins with building a well-maintained email list to invite participants. During the webinar, develop captivating introductions that set the tone for a valuable webinar experience and select topics that address major audience pain points. You can then follow up with an offer that provides solutions to these problems, utilizing strategic pricing and value perception. Tune in to the latest Systems Simplified episode as Adi Klevit hosts Jason Fladlien, the Co-founder of Rapid Crush, who talks about the components of sales webinars. Jason emphasizes the importance of a focused introduction, strategic content development, and the effective handling of audience questions to ensure engagement and conversions.

David Boyle is the Founder and Consultant at Boyle Brands, a package food and beverage consulting firm that provides leadership and technical support in supply chain and product development. As a 3x founder and serial entrepreneur, he has helped launch over 200 CPG product lines. David has worked with Fortune 500 companies and A-list celebrities and influencers in the natural food and beverage industry, specializing in commercializing products. In this episode: Many entrepreneurs find themselves overwhelmed with tasks that could be delegated, caught in an endless loop of in-business activities. What does it take to break free from being the bottleneck of your company? How can you transition from a one-person show to an organized, expanding entrepreneurial venture? Having accidentally stumbled into entrepreneurship, David Boyle realized he had to reduce his company’s reliance on him to scale further. As you gradually reduce your workload, David says to audit yourself to recognize where you spend your efforts. This will allow you to identify inefficiencies and tasks that can be systemized or delegated. When documenting and implementing systems, involve your team in the refinement process to enhance productivity and free yourself from the day-to-day. Join Adi Klevit in today’s episode of Systems Simplified as she hosts David Boyle, the Founder and Consultant at Boyle Brands, who talks about systemizing business operations to foster company growth. David emphasizes the impact of having robust processes and procedures, the return on investment they present, and how they can free up the most valuable asset — time.

Kyle McDowell is a coach, inspirational speaker, and the best-selling author of Begin With WE, which shares how to build and sustain a culture of excellence. As a former corporate executive who spent 30 years leading tens of thousands of employees in Fortune 10 companies, he guides leaders in creating impactful and enduring business transformations. Kyle focuses on changing leadership dynamics and systemic behavioral culture. In this episode: Have you ever wondered if there was a more efficient way to lead your team rather than maintaining a reactive mindset? How can you transform and improve your organization’s dynamics? A corporate leader turned business coach, Kyle McDowell has developed 10 systems to elevate leadership and organizational culture. These principles, including honesty, accountability, action, and correcting mistakes, collectively enhance team performance. Leaders can also empower their teams by embracing challenges, focusing on outcomes rather than tasks, and mastering the details of their craft. Culture-focused processes impact business success and how team members support and interact with each other. Join Adi Klevit in today’s edition of Systems Simplified as she hosts Kyle McDowell to talk about transformational leadership approaches. Kyle shares his disillusionment with corporate culture, how to overcome business and personal challenges, and his impactful principles.

Liza Roeser is the Founder of FiftyFlowers and FlowerFix, online platforms delivering fresh flowers from farm to doorstep. She also founded Farm Exports to support farm-to-door deliveries. Starting with a $4,200 investment from Peace Corps savings, Liza built an eight-figure business without outside funding. She is passionate about business, leadership, and entrepreneurship. In this episode: Most entrepreneurs view systemization and creativity as opposing concepts, but with an open mind, they can become synonymous. How can you systemize your creative passions into a thriving business? Floral industry disruptor Liza Roeser began with a vision to brighten up the world with flowers. Having transformed a simple flower delivery service into a full-fledged e-commerce business, Liza emphasizes building a strong company culture that values systems and processes. This includes fostering open communication, focusing exclusively on your business strengths, and aligning strategic systems with personal values. You must also remain accessible to new ideas that can propel your business further. In this episode of Systems Simplified, Adi Klevit converses with Liza Roeser, the Founder of FiftyFlowers, about her journey scaling a passion business. Liza talks about the highs and lows of entrepreneurship, the significance of process and predictability, and how to maintain an innovative edge in a traditional industry.

Damon Burton is the Founder and President of SEO National, an agency providing personalized search engine optimization. As a seasoned entrepreneur and SEO expert, he has outranked billion-dollar companies on Google and provided his clients with innovative marketing and SEO strategies. Damon has a passion for helping businesses grow and thrive through effective documentation and implementation of SOPs. In this episode: Have you ever wondered how some businesses navigate through troubled economic waters while others sink? How do some entrepreneurs beat the odds, scaling their businesses and maintaining quality even during downturns? Rigorously documented processes and sound SEO strategies could be the backbone of their approach. According to SEO savant Damon Burton, search engine marketing is the foundation for growth and sustainability in the modern business landscape. He emphasizes focusing on website optimization, content quality, and external credibility to increase your company’s online presence. Creating and consolidating processes across a single platform also enables growth and quality control. By understanding and conveying the rationale behind each process, you can provide clear guidance to your team. In today’s episode of Systems Simplified, Damon Burton, the Founder and President of SEO National, joins Adi Klevit to talk about SEO and systematizing business processes. Damon discusses how creating comprehensive processes provided his team with the necessary tools to deliver results consistently and shares insights on establishing robust and flexible SOPs.

Jill Chiappe is the Founder and CEO of Coachability, an executive coaching and consulting firm. As an executive coach, she has over two decades of experience working with Fortune 100 companies. Jill’s recent work includes developing courses to scale businesses and enhance team training. In this episode: Many executives feel swamped by the grind of daily business operations, unable to foresee a clear path for growth or even find time for personal interests. What might you be missing, and how can systems revolutionize the way you work? Systems coach Jill Chiappe maintains that implementing strategic processes helps alleviate the burden of overwork. These include developing a detailed training program for your team to operate cohesively and independently. You can also craft a comprehensive dashboard to reflect KPIs and other critical metrics. These systems can extend to meetings, as establishing structured meeting protocols and clear objectives can advance goals significantly. In today’s Systems Simplified episode, Jill Chiappe, the Founder and CEO of Coachability, joins Adi Klevit to talk about how systems promote a harmonious work-life balance. Jill shares the common disruptions executives face in their daily lives, how her professional journey has shaped her coaching career, and how processes save time, money, and resources.

Gary Cohen is the Vice President of Certified Contractors Network (CCN), a company dedicated to teaching best practices for systemizing businesses in the home improvement industry. With 30 years in the retail industry and over 15 years as a C-suite executive and leadership coach, Gary stepped out of retirement to leverage his expertise in learning and development with CCN. He's passionate about helping contractors scale their profits and revenues by implementing effective processes and procedures. In this episode: Are you tired of the chaos in your business and dreaming of turning it into a profitable enterprise? Documenting systems and processes can be the secret to achieving this transformation. How can you make this shift within your operation? Systems and processes boost efficiency and profitability and enhance customer satisfaction, employee retention, and the potential for profitable business sales. Former C-suite executive and process master Gary Cohen expresses the importance of beginning with foundational processes before updating and refining them to meet dynamic operational environments. To ensure everyone follows these processes, you must establish leadership buy-in and accountability metrics. In this episode of Systems Simplified, Adi Klevit welcomes Gary Cohen, the Vice President of Certified Contractors Network (CCN), to discuss the power of systematized processes and procedures documentation. Gary shares CCN’s company mission, the impact of customer satisfaction on business growth, and how to retain employees effectively.

Nancy Calabrese is the Founder and CEO of One of a Kind Sales, a company specializing in lead generation, appointment setting, and sales training for the B2B community. The company creates, documents, and executes sales calls and processes, aiming to set quality appointments that close deals. With a background as a headhunter and experience launching an inside sales department, Nancy brings over three decades of sales expertise to the table. An advocate of professional sales training, she remains active in mastering the art of conversations and sales through continuous learning. In this episode: Cold calls can be a business growth engine, but they require seamlessly navigating conversations, booking appointments, and closing sales. What is the formula for converting those persistent "nos" into lucrative "yeses"? When it comes to securing leads and generating sales, Nancy Calabrese, a seasoned sales leader, emphasizes quality over quantity. With a clear and concise sales pitch and effective communication, you can increase the likelihood of booking appointments. Relating to customer pain points and demonstrating empathy in the sales process is crucial for increasing conversions. Nancy also recommends utilizing a systematic follow-up process for leads. In this Systems Simplified podcast episode, Nancy Calabrese, the Founder and CEO of One of a Kind Sales, joins Adi Klevit to discuss crafting successful sales processes and mastering cold calling techniques. Nancy distills her extensive knowledge into practical tips, such as the significance of Sandler sales training, the effective approach to qualifying a lead, and the power of maintaining communication without being intrusive.

Chase Harmer is the Founder of Wishes Inc, a platform designed to make charitable giving instant, tax-deductible, and transparent. As an accomplished entrepreneur, he built and sold a $40 million business at the age of 32. A veteran in the payments industry, Chase has a track record of scaling startups and creating innovative technological solutions. In this episode: In today's fast-paced business environment, the lack of effective processes can lead to significant roadblocks and prevent companies from scaling. Entrepreneurs often find themselves tangled in the complexities of managing a growing business, leading to burnout and missed opportunities. How can you implement and embrace processes to elevate your business? Establishing well-documented processes is crucial but frequently overlooked, especially as businesses transition from startups to industry leaders. Chase Harmer, a seasoned entrepreneur, faced similar challenges during his journey to success. Recognizing the importance of processes, he learned to delegate effectively and avoid being entrenched in daily operations. Chase's strategic shift enabled him to scale his business and exit successfully. When implementing strategic systems for the first time, he recommends remaining flexible to improve processes continuously and prioritizing transparency and accountability to instill trust in your team. In this episode of Systems Simplified, Adi Klevit interviews Chase Harmer, the Founder of Wishes Inc, about transforming businesses through processes and procedures. Chase discusses the future of technological innovation in charity, the role of human connection in giving, and how to overcome the challenges of building processes in a large company.