Systems Simplified

Jennifer Spooner is the Co-owner and CEO of The Aesthetic Experience, a Digital Smile Design (DSD) clinic that provides luxury dental and aesthetic services. Jennifer started her career in the real estate industry in 2002 and worked as a mortgage broker for 16 years. She systematized her mortgage business and in 2020 joined her sister, Dr. Olesya Salathe, to start The Aesthetic Experience. Jennifer is also the Co-owner of The Dentist Off Main and Co-host of the OZ Unscripted podcast. In this episode: Starting and growing a successful business requires commitment and constant improvements. It also requires business owners to be flexible, hire the right employees, and surround themselves with a team of trusted professionals. In addition to this, it's essential for business owners to have the right systems and processes in place if they want to accelerate growth and diversify into other businesses. This is what Jennifer Spooner learned after systematizing her mortgage business. By documenting her processes, she was able to join her sister's practice and launch a new business venture. Jennifer Spooner, the Co-owner and CEO of The Aesthetic Experience, is Adi Klevit's guest in this episode of the Systems Simplified podcast, where she explains how systematizing her mortgage company helped her diversify into other businesses. Jennifer also talks about her experience documenting processes, what she learned about delegating work, and her morning rituals and future business plans. Stay tuned.

Ashley Ingle is the Founder and CEO of Profit Matters, an accounting company that provides bookkeeping, taxation, CFO, and other financial services to businesses, with a specialization in the construction and manufacturing industries. Profit Matters is 100% virtual and uses a powerful combination of skilled professionals and automated software tools to solve financial challenges. Ashley is a serial entrepreneur and also serves as the President of Ashley Concrete, a commercial concrete contractor located in DFW, Texas. In this episode: One of the main goals of going into entrepreneurship or starting a business is to make profits. Businesses need cash to take care of their daily operations, including managing payroll, stock or inventory, and advertising. Regardless of which accounting method you choose, managing your cash flow is very important for the success of your business. Cash flow problems can limit the growth of your business and lead to loss of employees and clients. But, with efficient processes and procedures, you can achieve consistent sales and grow profits — which will help you scale your business. Ashley Ingle, the Founder and CEO of Profit Matters, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about managing cash flow in order to scale your business. Ashley also shares tips for running a virtual team, talks about the benefits of having well-documented processes and procedures, and discusses the lessons she learned from working in the construction industry.

Krish Ramineni is the Co-founder and CEO of Fireflies.ai, an artificial intelligence assistant platform that records, transcribes, and organizes voice conversations for virtual meetings. The platform integrates with various project management, CRM, and storage apps like Slack, Asana, Trello, Zoho, Salesforce, HubSpot, and Dropbox. Before founding Fireflies, Krish worked in Product Management at Microsoft. In this episode: Do your company's processes and procedures limit the speed of your operations? Do they involve layers of bureaucracies and approvals that reduce your team's efficiency? If your business system slows down your company's productivity and growth, it's time to review it. Good processes should not be bureaucratic; they should be balanced, simple, and provide guidance. They should also give employees the freedom to execute their tasks effectively based on the documented procedures — without having to reach out to the company's management. Krish Ramineni, the Co-founder and CEO of Fireflies, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about his systems for automating meetings and using processes to increase productivity. Krish also shares his tips for building a remote company, talks about his hiring process, and discusses the benefits of using Fireflies.

Dan Zawacki is the Founder of Lobster Gram, a company that sold and delivered live lobsters and seafood around the US as gifts. He started Lobster Gram in his garage in 1987 and bootstrapped it into a $15 million company before selling it in 2017. Dan is now a Certified Traction/EOS Implementer with a passion for teaching, facilitating, and coaching business owners and their leadership teams on how to get the most out of their companies and live a better life. In this episode: Processes and procedures are essential for companies that want to grow quickly and scale profitably. They help ensure uniformity of tasks, improve onboarding and training of new employees, and keep everyone on the same page. Because of this, Dan Zawacki believes that business owners need great processes in order to build great companies, scale, and achieve success. As he says, good processes will only get you an average company. However, documenting processes and procedures can often be difficult for entrepreneurs. Dan joins Adi Klevit to explain why this is so and share his strategies for simplifying the process. In this episode of the Systems Simplified podcast, Adi Klevit interviews Dan Zawacki, the Founder of Lobster Gram and current EOS Implementer, about how he used processes to grow and profitably scale his company. Dan talks about the hiring lessons he learned while building Lobster Gram, how to overcome the challenges of documenting processes, and the benefits of being an EOS Implementer.

Nelson Tepfer is the Co-founder and CEO of ProCFO Partners, a company that provides financial advising to businesses. ProCFO Partners has over 35 fractional CFOs that help companies scale their businesses through financial reporting, analysis, and KPIs. Before launching the business, Nelson served as a Chief Financial Officer, interim CFO, and consultant across multiple industries. He has over 25 years of experience helping companies achieve their strategic, financial, and operational goals. In this episode: Scaling your business can be time-consuming and arduous. It's not enough to simply put systems into place and track data. You have to know how to use these factors to grow your company. As the Co-founder and CEO of ProCFO Partners, a financial advising company, Nelson Tepfer is an expert at scaling businesses. He has key tips and tricks for keeping your company's systems and processes up to date and relevant as you grow. With his help, you can understand the difference between active and passive data tracking to take your company to the next level. In today's episode of Systems Simplified, Adi Klevit sits down with Nelson Tepfer, the Co-founder and CEO of ProCFO Partners, to talk about scaling your business to make a profit. Nelson goes into detail about the importance of investing in the right experts, software, and functions, how to leverage key performance data, and the main financial components of growing a business.

Michele Williams is the Founder and CEO of Scarlet Thread Consulting, where she coaches six- and seven-figure business owners in the creative space and interior design industry. She began her career in financial software development, where she nurtured her tech, testing, and organizational skills. Now, Michele is a certified Profit First coach and a trusted business strategist. She is also the Host of the Profit Is A Choice podcast, as well as a renowned speaker and author. In this episode: Have you been struggling to build a successful business? Do you find it difficult to manage your time, team, and profits? According to Michele Williams, to build a successful company, you need a solid foundation, a clear intention, the right people, effective processes, and a strategic profit plan. The key is to know your "why" for building the business, as well as your values and strengths as a business owner — and to ensure that you have the right systems in place to execute your vision. Michele Williams, the Founder and CEO of Scarlet Thread Consulting, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about the five systems for creating a successful business. Michele explains why companies need a solid foundation, advises creative people on using processes, and talks about managing profits and cash flows. Stay tuned.

Kate Winkler is the CEO of Ruby, a leading provider of live virtual receptionists and 24/7 chat services. The company's mission is to help small businesses make real, meaningful human connections with their customers. Kate took over Ruby's leadership from its founder, Jill Nelson, in 2019. She has been in the technology sector for over 25 years and has held many C-level positions, successfully guiding both small and large businesses through various stages of growth. Throughout her career, Kate has helped over 75 companies build and capture over $4 billion in enterprise value. In this episode: Small businesses are the drivers of great communities. They provide employment to many talented people, nurture great leaders, and drive the nation's economy. However, changes in the work environment both internally and externally can have a big impact on the success of small businesses. So what can be done to help such businesses grow and achieve their objectives in an evolving business world? In this episode of the Systems Simplified podcast, Adi Klevit is joined by Kate Winkler, the CEO of Ruby, to talk about how her company helps small businesses grow and build their brands. Kate shares her advice on managing a remote leadership team, maintaining accountability in a virtual environment, and using scorecards and KPIs to analyze the efficiency of your processes and procedures. Stay tuned.

Ruth Domber is the Co-founder of 10/10 Optics, a luxury and specialty eye care and eyewear boutique in New York. She is a trendsetter and influencer in the area of luxury optical wear and has been the owner of the business for over four decades. Ruth has been quoted extensively by many major beauty and health publications, including Women's Wear Daily, Glamour, Vogue, Harper's Bazaar, GQ, and New York Magazine. She has also served on the advisory board of Eyecare Business Magazine. In this episode: What is the main priority of your company? Is it selling products to your customers and then forgetting about them? Or do you focus on building great relationships with clients in addition to selling quality products? Ruth Domber has been running a luxury eyewear brand for years, and one of her secrets to building a thriving business is focusing on making her customers and employees happy. She has created a customer-centric company that ensures that her customers' needs are a priority. She has also maintained a low employee turnover rate by making trust and integrity core values in her company culture. This has helped her business grow and succeed for over 40 years. In this episode of the Systems Simplified podcast, Adi Klevit interviews Ruth Domber, the Co-founder of 10/10 Optics, about her strategies for building a thriving luxury brand. Ruth also shares her tips for handling negative reviews, setting clear boundaries in her business, and documenting processes to ensure business stability and prevent confusion among her employees. Stay tuned.

Wendy Marvin is the Founder and CEO of Matrix Roofing, a licensed, bonded, and insured company providing roofing and home solutions to homeowners and commercial property managers in Vancouver, Portland, and the surrounding areas. Wendy started the company with her ex-husband 15 years ago and took over the operations in 2017. She is also currently a board member for the Western States Roofing Contractors Association. In this episode: Which business systems and processes can you implement to provide the best experiences to your customers? What can you do to ensure that you retain your clients for the long term? Wendy Marvin has implemented a number of processes in her company to create the best user experiences for her customers. These include her customer intake process, her procedure for communicating with and managing existing customers, and her follow-up process after sales are made. To achieve success with these systems, she ensures that her employees are held accountable when implementing each process. Wendy Marvin, the Founder and CEO of Matrix Roofing, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about how to create processes for providing the best customer experiences. Wendy also discusses the importance of documenting procedures, talks about the value of working with a documentation expert, and explains why she enjoys taking on different leadership roles in the construction industry. Stay tuned.

Adi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. She has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: When does it make sense to start documenting your company's processes and procedures? What are the benefits of taking this step in your business? To move to the next level of your business, you must start documenting your processes and procedures. According to Adi Klevit, documentation helps in hiring, onboarding, and training new employees, as well as increasing efficiency, providing better customer experiences, and making it easier to become more profitable and scale. The ROI is endless. In this episode of Systems Simplified, Adi Klevit, the Founder and CEO of Business Success Consulting Group, is interviewed by Dr. Jeremy Weisz, the Co-founder of Rise25, about the return on investment (ROI) of documenting your processes and procedures. Adi talks about common pain points her clients have when thinking about documenting their processes, how long it takes to complete the process, and the many benefits of having well-documented procedures. Stay tuned.