Systems Simplified

 In This Episode Adi Klevit sits down with Lindsay Nahmiache for a powerful conversation about growth, discomfort, and the systems that allow founders to evolve beyond daily operations. Lindsay shares how unexpected moments—like being stranded in Nepal without a passport—became pivotal experiences that shaped her ability to think clearly, creatively, and strategically. Adi highlights how these personal experiences directly influence leadership style and long-term business success. They also explore the early days of Lindsay's marketing agency, including how saying "yes" before having all the answers led to landing major clients like Virgin Radio. Adi emphasizes that this wasn't luck, but a mindset backed by execution, structure, and a willingness to figure things out. The conversation reinforces how confidence paired with systems creates opportunity. As the episode unfolds, Adi and Lindsay dive into what it truly takes to scale. Lindsay explains why founders must eventually remove themselves from operations—even when it feels uncomfortable—and how strong systems step in to support the business at the next level. Adi reinforces that this transition is essential for founders who want freedom, clarity, and sustainable growth without becoming the bottleneck.  

In This Episode Freedom doesn't happen by accident—it's built through systems. In this episode, Adi Klevit sits down with John Gwaltney to unpack how intentional systemization allowed him to step out of daily operations while continuing to scale multiple businesses. John shares the evolution of Outback Deck, from knocking on doors and handing out flyers to building a $14–15 million operation that runs without constant owner involvement. John explains how hiring improved once his team invested in documented processes and repeatable hiring systems. He also walks through how operational clarity led to innovation, including the creation of Deck Metrics, Contractor Classroom, and Deck View—tools designed to help contractors price faster, sell more confidently, and deliver consistent results. Throughout the conversation, Adi and John tie everything back to documentation, accountability, and having a single source of truth. John emphasizes that systems are not about control—they are about trust, consistency, and giving leaders the confidence to step away without things falling apart.  

In This Episode: Just because AI can do something doesn't mean it should. In this episode, Adi Klevit sits down with Wendy Lieber to unpack one of the most misunderstood topics in business today: AI and marketing. Wendy shares what she's seen firsthand as agencies and entrepreneurs rush to automate everything—and why that approach often backfires. Adi and Wendy explore where AI genuinely adds value, such as research, organization, and efficiency, and where it creates risk by removing the human element. They discuss why sales, storytelling, and relationship-building still require people—not machines—and how businesses can build systems that support humans rather than replace them. The conversation also covers leadership responsibility in the age of AI, including Wendy's recommendation to create a clear internal stance or "AI charter." The episode brings everything back to systems: clarity, intention, ethics, and using tools in service of long-term value rather than short-term shortcuts.  

In This Episode Leadership isn't sustainable without intention, structure, and reflection. In this episode, Adi Klevit sits down with Tony Thelen to explore the often-overlooked concept of systematizing leadership. Drawing on decades of executive experience at John Deere, Tony explains why repeatable success depends on systems—not just in operations, but in how leaders manage themselves, their decisions, and their priorities. The conversation also explores Tony's book, Things We Desire, inspired by the 1927 poem Desiderata. Tony and Adi discuss how enduring values such as peace, purpose, and self-awareness can be translated into practical leadership systems. Tony introduces his four-quadrant framework, offering leaders a structured way to manage professional life, personal relationships, community involvement, and self-care with intention.  

In This Episode Most business owners don't struggle because they lack effort—they struggle because they're trapped by control, identity, and belief systems. In this episode, Adi Klevit sits down with returning guest Jamey Schrier to explore why so many entrepreneurs remain buried in daily operations long after they intended to scale. Jamey outlines three core constraints that keep owners stuck: fear of letting go, over-identification with a role or profession, and deeply ingrained beliefs—especially around money. Adi and Jamey connect these mindset challenges to the practical necessity of systemization. They discuss why documenting intuition, defining standards, and accepting that team members don't need to be exact replicas of the founder are essential for growth. The conversation reinforces that systems only work when owners are willing to evolve how they think, lead, and delegate.  

In This Episode: What if your next big marketing breakthrough didn't come from ads — but from your voice? In this episode, Adi Klevit talks with podcast publicist Christina Lenkowski about how entrepreneurs can use podcasts to expand their reach, credibility, and client base. Christina shares the difference between hosting your own show and guesting on others, emphasizing that each has its place — but that guesting is often the fastest route to visibility. Adi and Christina dive into the systems behind successful podcasting: how preparation builds trust, why consistency drives results, and how repurposing interviews can multiply your content output. They also explore the etiquette of guesting, from researching the host to promoting the episode afterward. For business owners seeking a repeatable, relationship-based marketing system, this episode reveals how podcasting can become one of your most valuable tools.

Introduction of the Guest Knight Campbell is the Founder and Managing Partner of Cairn Leadership Strategies, a company that uses outdoor adventure as a catalyst for leadership development. A former Naval Academy instructor and helicopter pilot, Knight combines his passion for experiential learning with evidence-based leadership principles. He also teaches leadership and strategy at the University of San Diego's business school and is currently pursuing a PhD in leadership studies.

Introduction of the Guest Nader Safinya is the founder of Blackribbit, a culture branding company that helps organizations operationalize culture, unify employee and customer experiences, and significantly accelerate workforce decision-making. With a mission to create harmony in the workplace, Nader developed the Inside Outside In model and the Culture Brand program, which codify organizational identity into three foundational pillars that guide behavior, communication, and brand experience. He also created an AI-powered decision filter that increases organizational decision-making speed by up to 56 times.  

Introduction of the Guest Alex Moscow is a public relations and visibility expert with more than 25 years of experience helping leaders turn their knowledge into authority. He began his career working with major organizations and senior executives to build media profiles that positioned them as thought leaders. Over time, he shifted to working with growing businesses and realized that smaller brands often have more valuable insights, yet struggle to communicate them. Today, Alex teaches entrepreneurs how to leverage their experience, package their expertise, and become the go to experts in their markets.

Introduction of the Guest Lisa Even is a keynote speaker, bestselling author, leadership coach, and host of the Good Ripple Effect podcast. With a background in healthcare operations and leadership, Lisa has worked with major companies such as ESPN and Disney, helping leaders build presence, create trust quickly, and strengthen organizational culture. Lisa now focuses on teaching teams how to create positive ripple effects, implement practical leadership tools, and increase joy in both work and life.

In This Episode A thriving business requires more than good processes. It requires the right people, a supportive culture, and consistent accountability. In this episode of Systems Simplified, Adi Klevit interviews Tevia Hoalst, founder of TeKoda Accounting, about how she built a company known for its low turnover, strong culture, and excellent client relationships. Tevia shares how her early experiences in a poorly run department shaped her commitment to empowerment, trust, and independence. She explains her onboarding system, how she uses KPIs to measure performance, how her team maintains nearly perfect retention, and why strong processes create consistency for both employees and clients. Tevia also discusses her client touchpoint strategy inspired by the Disney Institute, and her vision for future expansion through acquisitions.

In This Episode Speaking on stages is one of the fastest ways for leaders to build trust, expand visibility, and grow their business. Yet many entrepreneurs overlook speaking as a strategic tool for connection and credibility. In this episode of Systems Simplified, host Adi Klevit interviews Jesse Cruz about how storytelling and speaking can strengthen leadership and accelerate business development. Jesse shares the emotional story that led him to speak, and he explains why vulnerability, when shared at the right time, can be a bridge to a deeper connection with his audience. He also outlines the core elements of effective storytelling, the importance of simple language, how to build a clear three-step framework for any presentation, and how blending personal story with professional expertise leads to stronger trust and higher engagement. Jesse discusses when entrepreneurs should start speaking, how to avoid "trauma dumping," and why preparation is essential for confidence on stage.  

In This Episode Entrepreneurs pour time, creativity, and resources into building their brand, but many fail to protect the intellectual property that makes their business valuable. In this episode of Systems Simplified, host Adi Klevit interviews Tenicia Moulden about how entrepreneurs can protect their brand, intellectual property, systems, and creative work. Tenicia explains the core elements of a strong brand, the four types of intellectual property every business should understand, and the strategic process she uses to help clients validate and protect their assets. She also discusses common mistakes entrepreneurs make when trademarking too early, how to safeguard trade secrets and internal processes, and how to set healthy boundaries and protections with employees. Tenicia shares her perspective on how AI is changing the landscape of intellectual property and why documenting your ideas and creations is now more critical than ever.  

In This Episode Many entrepreneurs stay stuck because they compete in the wrong part of their market. They underprice their services, lack clarity in their offers, or blend in with everyone else. In this episode of Systems Simplified, host Adi Klevit talks with Ann Carden about how to reposition your business for higher-value clients and greater profitability. Ann explains the systems behind premium offers, strong market positioning, and building a brand that communicates expert-level authority. She also shares how she helps clients design "million-dollar offers," build confidence in their value, and create an online presence that attracts opportunities without constant effort.  

In This Episode What makes a great salesperson, and how can business owners help their teams reach their full potential? In this episode of Systems Simplified, host Adi Klevit talks with Bob Paskins, founder of Catapult, about his structured LAUNCH framework for developing effective sales teams. Bob explains how the program helps identify talent, train sales professionals, and systematize the entire sales process for predictable growth. He breaks down each step of the LAUNCH acronym: Locate targets, Approach prospects, Understand needs, Navigate the sales process, Close the deal, and Harness relationships. Bob also shares how business owners can align their teams, manage objections, and build lasting client relationships that drive referrals and repeat business.

In This Episode In this episode of Systems Simplified, host Adi Klevit talks with Nikki Ostrower about how she built three successful wellness brands by combining purpose, passion, and systems. Nikki shares her journey from working in corporate sales to experiencing burnout and recovery — an experience that ultimately inspired her to dedicate her life to health and wellness. She explains how she built NAO Wellness from her apartment in New York City, scaling it into a thriving company serving both individuals and corporations. When pregnancy forced her to step back, Nikki discovered the power of strong systems and trusted teams. That moment sparked a lasting lesson: when you have the right people, processes, and systems, your business can thrive without you. She goes on to describe how she launched her first wellness center, pivoted during COVID-19 to create the viral Ear Seeds product, and later co-founded Lice Mamas, a company redefining lice treatment with safe, modern methods. Nikki's story is one of resilience, innovation, and leadership through purpose. By focusing on systems and authenticity, she continues to grow businesses that not only succeed but also give back to the community.  

In This Episode In this episode of Systems Simplified, host Adi Klevit speaks with Michael Devous about transforming fear into a leadership advantage. Michael recounts how his challenging childhood and experience in the performing arts taught him resilience and self-awareness. These lessons later inspired his Four F's Framework, a process that guides leaders to face fear, reframe it, and use it as a tool for growth and connection. Adi and Michael explore how authenticity drives effective leadership systems. Michael explains that many executives struggle because they pursue someone else's definition of success rather than their own. He helps leaders reconnect with their core values so their systems, communication, and relationships reflect genuine intent and trust. The discussion highlights empathy as a cornerstone of implementation. Michael emphasizes that leaders must shoulder responsibility for system outcomes and create environments where teams feel empowered to contribute improvements. Adi connects this to her work on system design, reinforcing that understanding the "why" behind a process ensures lasting success and engagement. Together, they reveal how authentic, empathetic leadership turns systems into vehicles for connection, efficiency, and sustainable impact.  

In This Episode In this episode of Systems Simplified, host Adi Klevit talks with global sales mentor Zach Selch about the systems and mindsets that drive scalable international sales. Zach shares how he helps VPs of sales move from reactive selling to strategic, process-driven growth. He explains that most companies have strong systems for their domestic market but lack structure in their international sales efforts. By introducing data-driven visibility, defining clear buyer journeys, and building repeatable processes, Zach helps companies multiply their sales — sometimes by 1,000% or more. He also emphasizes the power of consistent follow-up, explaining how it builds trust, credibility, and client confidence. From using CRMs effectively to designing creative follow-up tactics like sending global candy-filled advent calendars, Zach shows how small systematic touches can yield huge results. Finally, he shares what makes a great global VP of sales: resilience, cultural awareness, flexibility, and the discipline to follow systems.

In This Episode In this episode of Systems Simplified, host Adi Klevit talks with Michelle Savage about transforming publishing into a structured, empowering process for women. Michelle shares how her experience as a writer and editor revealed inefficiencies in traditional publishing and inspired her to build Sulit Press, a system that centers on author experience, support, and community. Adi and Michelle explore the multi-author publishing model, a 90-day program combining coaching, collaboration, and collective marketing to help women publish confidently. This structured process removes the chaos from creativity, ensures quality storytelling, and expands visibility through shared networks. The conversation also highlights the deeper transformation authors experience through writing. Michelle explains how storytelling builds confidence, personal growth, and professional credibility—helping women clarify their message, strengthen their voice, and attract aligned opportunities.  

In This Episode In this episode of Systems Simplified, Adi Klevit sits down with Alice Heiman to discuss how structured systems can revolutionize the sales process. Alice shares how her early experiences as a teacher shaped her ability to build processes that help sales teams stay organized, accountable, and focused on results. Adi and Alice connect over their shared belief that structure and consistency lead to scalability—and that even creative, fast-moving teams benefit from strong systems. Together, they explore why customer retention begins at the close of the deal—or even before. Alice breaks down her "bow tie" model of sales, which links the acquisition process to retention, upselling, and referrals. She explains how involving customer success teams early creates smoother onboarding and greater long-term satisfaction. Adi adds insights from her process consulting work, highlighting how aligned systems across departments reduce friction and improve delivery. The conversation closes with a deep dive into referrals and sales consistency. Alice shares that most companies miss out on growth because they lack referral systems or fail to incentivize asking. By documenting every step—from onboarding to follow-up—leaders can ensure sales efforts are repeatable, measurable, and scalable.  

In This Episode In this episode of Systems Simplified, Adi Klevit speaks with Megan Beattie about the systems that power sustainable lead generation. Megan shares her journey from 17-year-old telemarketer to industry-leading consultant, revealing how she scaled companies without relying on inbound leads or aggregators. Adi highlights Megan's innovative, can-do attitude—one that replaces excuses with systems and turns data into sales opportunities. Together, they discuss how mindset and process go hand in hand. Megan explains why business owners must build systems that extract value from every lead, whether new or old. She and Adi break down how to design CRM processes, categorize leads effectively, and create re-engagement cadences that reignite interest long after initial contact. Finally, the conversation explores talent systems—how to train and develop people into high-performing team members. Megan details her philosophy of hiring for character and training for skill, showing how consistent systems remove dependency on "unicorn hires" and empower businesses to grow predictably.  

In This Episode In this episode of Systems Simplified, host Adi Klevit interviews Natalie Nathanson, Founder and CEO of Magnetude Consulting, about how artificial intelligence is reshaping marketing and what it means for systems, leadership, and strategy. Natalie shares how her firm helps businesses combine long-term vision with practical execution to drive growth. She explains how marketing teams can use AI for efficiency without sacrificing creativity or strategy. Together, Adi and Natalie discuss the importance of solid systems, clean data, and process documentation before layering in automation or AI tools. Natalie also outlines the balance between human expertise and automation—where AI can take over repeatable tasks, but humans must provide critical thinking, creativity, and empathy. They discuss how curiosity, agility, and experimentation are becoming essential leadership qualities and how companies can train their teams to adapt and innovate in this new era.  

In This Episode In this episode of Systems Simplified, host Adi Klevit interviews Kathy Durfee, Founder and CEO of TechHouse, about building a purpose-driven technology company grounded in systems and human connection. Kathy shares her unconventional journey from studying organic chemistry to becoming a leader in tech consulting, explaining how necessity, adaptability, and a mission to help others shaped her entrepreneurial path. Kathy discusses how TechHouse helps small and mid-sized businesses grow by combining process optimization with practical technology. She introduces the company's diagnostic blueprint, a structured approach that identifies root causes before implementing change. Through examples, she illustrates how automation, process mapping, and data visibility can help teams reduce friction, make smarter decisions, and scale sustainably. She also highlights how artificial intelligence is transforming small business operations. Rather than replacing people, Kathy shows how AI can amplify human expertise, enabling entry-level employees to learn faster and contribute more effectively. Her examples demonstrate how automating data collection, centralizing information, and applying AI to replicate expert knowledge can free teams to focus on innovation. Finally, Kathy reflects on the future of work and why small businesses are best positioned to thrive in the AI era. She emphasizes that well-documented systems and transparent processes build confidence, foster agility, and create opportunities for talented individuals seeking meaningful work in more flexible, people-centered organizations.  

In This Episode In this episode of Systems Simplified, Adi Klevit speaks with Peter Goldstein about how entrepreneurs can build investor-ready companies by shifting their mindset and establishing strong systems early on. Peter shares his journey from launching a specialty food distribution company in New York in his twenties to achieving his first strategic exit at age 30. This early success shaped his perspective on scaling, exiting, and eventually working in capital markets with companies around the world A central theme is the exit mindset, the practice of running a business as if it is preparing for a future sale, merger, or IPO. Peter explains how this mindset affects financial reporting, legal frameworks, and operational structures. He uses the analogy of keeping your house in excellent condition not only when you are ready to sell but while you live in it, ensuring both enjoyment and readiness for future opportunities Peter also clarifies that companies do not need to be unicorns to go public. Nasdaq and the New York Stock Exchange offer tiers suited for smaller, emerging companies. He outlines both the opportunities and the challenges of going public, including governance, compliance, and managing investor expectations. Investors value governance, cash flow, and scalability more than hype, and these elements determine whether a business is truly investor-ready Finally, Peter emphasizes that systems and processes create confidence. When clear, repeatable systems are in place, teams, stakeholders, and investors trust the company's ability to grow and perform consistently. This confidence forms the foundation for successful scaling and strategic exits.  

In This Episode In this episode of Systems Simplified, Adi Klevit speaks with Marcus Cauchi about the systems and mindsets that separate transactional salespeople from true business partners. Marcus introduces his idea of “intelligently lazy design” — the art of doing less but better, on purpose, over time. Drawing from his background under mentors like Bob Master and Mark Goulston, Marcus explains how building systems that prioritize customer safety and empowerment leads to better decisions and long-term trust. He also breaks down why most companies fail to scale: they focus on the wrong end of the problem. Instead of connecting departments and empowering decision-making at every level, they create silos. For Marcus, a go-to-market strategy isn't a collection of functions — it's a living organism. His insights reveal how thoughtful preparation, empathy, and systematic alignment can transform how teams sell, serve, and sustain success.  

In This Episode What does real business freedom look like, and how do you achieve it? In this episode of Systems Simplified, host Adi Klevit talks with John Nieuwenburg, founder of W5 Coaching, about how entrepreneurs can move from daily firefighting to structured freedom. John walks through his Five Steps to Freedom framework, which helps business owners progress from start-up chaos to scalable control through repeatable systems and well-documented processes. He also shares practical methods for reclaiming time, improving team performance, and resolving money-related challenges. From identifying your “Oh Sh*t List” to understanding why documentation is key, John offers a clear path toward creating a business that runs smoothly without constant owner involvement.  

In This Episode Many leaders focus on growing their businesses through sales, systems, and strategy — but often overlook their most important resource: people. In this episode of the System Simplified podcast, Adi Klevit interviews Velveth Schmitz, CEO of HireBetter, to discuss how intentional talent planning and strong systems work hand-in-hand to build thriving organizations. Velveth shares how HireBetter partners with clients to align their people strategy with business goals — not just filling roles, but building cohesive, values-driven teams. She explains why onboarding should never be an afterthought and how having clear, documented processes helps new hires integrate seamlessly and stay engaged. The conversation also dives into the evolving relationship between people and technology. As an early adopter of AI, Velveth believes automation should amplify human creativity — freeing teams to focus on higher-value, people-centric work. She and Adi explore how leaders can embrace AI without losing sight of culture, communication, and community.  

In This Episode When it comes to scaling a business, Cameron Herold believes success lies in the balance between strong systems and strong leadership. In this conversation with host Adi Klevit, Cameron shares how he helped 1-800-GOT-JUNK? grow from a small junk removal company into an international brand by creating simple, repeatable systems that anyone could follow. But systems alone are not enough. As Cameron explains, companies thrive when leaders know how to coach, communicate, and motivate their people to embrace those processes. He emphasizes his mantra of “sell them, don't tell them” by showing team members how systems make their jobs easier and more profitable. Cameron also offers a bold look at the future. He predicts that AI will transform and even replace many traditional jobs and coaching roles. However, he sees opportunity in adaptability and community, where leaders leverage AI tools to enhance performance and focus on collaboration. Through his COO Alliance, Cameron continues to foster learning, sharing, and leadership evolution among top executives around the world.  

In This Episode Many nonprofits juggle multiple software tools that don't connect, wasting time and money while frustrating staff. The result is often underutilized platforms and organizations stuck in inefficient systems. In this episode of Systems Simplified, host Adi Klevit talks with Sean Littman about how nonprofits can rethink technology and make CRMs work for them instead of against them. Sean explains why most nonprofits don't need flashy features, how to set up processes before implementing software, and the importance of focusing on marketing capabilities. Whether you run a nonprofit or a small business, Sean's framework is about building systems that align with how you want to work — so you can maximize adoption, streamline communication, and ultimately scale your impact.  

In This Episode Many business owners start by trying to solve a personal problem, but few scale their solution into a franchise that impacts thousands of families. In this episode of Systems Simplified, host Adi Klevit sits down with Natalie Standridge to discuss how Casa de Corazon grew from a home-based childcare into a purpose-driven franchise network. Natalie shares how her passion for bilingual education, clean nutrition, and eco-conscious values shaped her company's identity—and why systems and documented processes were essential for growth. She also explains how franchising allowed her to multiply impact while maintaining the cultural and educational standards that make Casa unique. For entrepreneurs and parents alike, Natalie's story demonstrates the power of purpose combined with strong systems.  

In This Episode On this episode of Systems Simplified, host Adi Klevit interviews Ab DeWeese about the intersection of artificial intelligence, processes, and people. Ab shares his journey from physics and engineering into AI education, explains how he helps both technical and non-technical professionals understand complex AI concepts, and emphasizes the importance of clear workflows as the foundation for automation. Adi and Ab also discuss how entrepreneurs and business leaders can prepare their companies for an AI-powered future — from rethinking processes to hiring employees who embrace new technologies. They highlight why AI should be seen as a tool for augmenting human creativity rather than replacing it, and how businesses can futureproof their workforce while driving productivity and innovation.  

In This Episode Many entrepreneurs launch their business with optimism but face financial and operational challenges they never anticipated. In this episode of Systems Simplified, host Adi Klevit talks with Dominique Waples-Trefil about the struggles and breakthroughs she experienced while building Restor Medical Spa. Dominique explains how she and her sister overcame early missteps, including payroll shortfalls and a lack of marketing, by embracing recurring revenue through memberships and creating deeper client loyalty. She also shares how their mission expanded into wellness, helping women regain energy, confidence, and vitality. Adi and Dominique highlight why documented processes and strong operations are essential to scaling. From managing multiple locations to building a launch system, their conversation shows how systems transform a business from survival mode into sustainable growth.  

In This Episode Many business owners chase growth by pouring energy into cold outreach or advertising, only to hit burnout and diminishing returns. Adi Klevit, host of the Systems Simplified Podcast, talks with Sandy Stewart about how she faced this challenge firsthand while scaling her consulting firm to multiple locations. Instead of relying on traditional marketing, Sandy developed a framework for building referral ecosystems through strategic alliances. She explains the four-stage process she teaches clients to identify the right partners, build trust, and nurture long-term business relationships. This matters because a few well-built alliances can generate sustainable, pre-qualified referrals that fuel growth for years. Adi and Sandy unpack why relationship health is the next frontier for entrepreneurs and how systems make the difference between scattered networking and lasting partnerships.  

In This Episode Many entrepreneurs dream of selling their companies, but what happens after the exit? In this episode of Systems Simplified, host Adi Klevit interviews Alane Boyd about her journey of building and selling SaaS businesses and how rediscovering her love for processes and automation helped her find new purpose. Alane shares the emotional toll of selling a company, including isolation and depression, and how she rebuilt by focusing on what she enjoyed most: systematizing operations. She and Adi explore why documenting workflows is the non-negotiable foundation for scaling, how SOPs create company value, and how automation paired with human validation can drastically reduce wasted time. From client onboarding to AI-powered proposals, they discuss how the right balance of processes and innovation creates efficiency, freedom, and growth.  

In This Episode In this conversation, Adi Klevit talks with David Goldstein about what it takes to be part of the 9% of businesses that succeed. David explains the inspiration behind The 9% Club and why his mission is to help entrepreneurs avoid common pitfalls. He emphasizes that most founders are excellent at their craft but often lack the revenue models and leadership strategies needed to sustain growth. David introduces his STEER model, a framework that aligns strategy and tactics with clear execution and adjustments. He explains why businesses fail when they are either too tactical—constantly putting out fires—or too strategic—paralyzed by analysis. Through his frameworks, David shows how to achieve balance, measure results, and build a foundation that scales. Adi and David also discuss the importance of systems and processes. David highlights how lack of processes leads to burnout and chaos, while strong systems give entrepreneurs the clarity to focus on growth. They wrap up by exploring the tools and community resources offered by the 9% Club, designed to give entrepreneurs low-cost access to AI-driven business tools, training, and networking opportunities.  

In This Episode Many businesses underestimate the importance of team health in driving sustainable results. In this conversation, Adi Klevit sits down with Jackie Kibler to explore how trust, accountability, and honest communication form the foundation of a thriving organization. Jackie explains how dysfunction often hides beneath the surface — from resistance to documenting processes to leaders hesitating on tough personnel decisions — and how uncovering and addressing these issues creates long-term success. Adi and Jackie discuss the connection between healthy teams and scalable systems, showing how EOS principles align with process documentation and implementation. Jackie shares client stories where breakthroughs in trust and communication transformed company culture, boosting collaboration and results. This episode highlights the synergy between leadership, team health, and systems. As Adi and Jackie point out, businesses that invest in building both healthy teams and strong processes create an environment where accountability flourishes and growth becomes inevitable.  

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.