Systems Simplified

Adi Klevit
  • 4,3 (6)
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This is the Systems Simplified podcast where we feature top leaders who share stories on how to successfully systematize a business.

  1. 2 NGÀY TRƯỚC

    How to Systematize the Publishing Journey: Michelle Savage on Streamlined Book Creation

    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.

    20 phút

  2. 3 NGÀY TRƯỚC

    Systematizing Sales for Retention and Referrals with Alice Heiman

    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.

    32 phút

  3. 4 NGÀY TRƯỚC

    Building Leads From Nothing: How Megan Beattie Scales Home Improvement Success

    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.

    32 phút

  4. 24 THG 10

    The Future of Marketing: Balancing Strategy, Systems, and AI with Natalie Nathanson

    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.

    29 phút

  5. 22 THG 10

    Building a Mission-Driven Tech Company with Kathy Durfee

    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.

    23 phút

  6. 17 THG 10

    Building Investor-Ready Companies with Peter Goldstein

    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.

    23 phút

  7. 15 THG 10

    Transforming Sales Through Intelligent Systems with Marcus Cauchi

    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.

    31 phút

  8. 14 THG 10

    Building Freedom Through Systems: John Nieuwenburg's 5 Steps to a Systematized Business

    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.

    17 phút
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Giới Thiệu

This is the Systems Simplified podcast where we feature top leaders who share stories on how to successfully systematize a business.

Thông Tin

  • Nhà sáng tạo
    Adi Klevit
  • Năm hoạt động
    2021 - 2025
  • Tập
    387
  • Xếp hạng
    Thô tục
  • Trang web chương trình
    Systems Simplified