Systems Simplified

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. Adi has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: Do you have a system for documenting the core processes of your business? Do you know the most important parts of the documentation process? According to Adi Klevit, you should document all of your company's core processes in order to build a great business. She advises you to start by identifying your unique systems and writing them down to determine what is most important to your business. Then, you can break those main processes up into smaller notes, checklists, and videos. On this episode of the Systems Simplified podcast, Adi Klevit, the Founder and CEO of Business Success Consulting Group, is interviewed by Dr. Jeremy Weisz, the Co-founder of Rise25, about the core processes that every business should document. Adi shares her step-by-step guide for effectively documenting systems and explains how to use flow charts in the documentation process. Stay tuned.

Mimi Banks is the Founder of MB Social, a boutique social media agency focusing on beauty, luxury, and lifestyle markets. She has more than 20 years of global experience in the beauty industry and has worked in the US, France, and Israel. Mimi spent the majority of her career at L'Oréal, where she led social media for Lancôme. She is a forward-thinking and results-driven social media guru who believes in community building through storytelling, authentic content, and real relationships. In this episode: Do you have the right systems and processes in place for managing your social media platforms? What are the benefits of documenting your brand's processes and building an engaging social media community? As an expert in all things social media marketing, Mimi Banks knows the value of systemizing processes. She understands that managing social media can be overwhelming, and that's why she suggests that businesses implement the right processes to handle such tasks. At her company, Mimi has built templates and checklists to help her team effectively manage their clients' social media accounts. Today, she's here to share those tips. On this episode of the Systems Simplified podcast, Adi Klevit is joined by Mimi Banks, the Founder of MB Social, to talk about the importance of systemizing your social media marketing. Together, they discuss the connection between strategy and execution, the value of client onboarding checklists, and Mimi's top social media advice and tools. Stay tuned.

Alice Tang is a Partner and the Vice President of BPG Wealth Management LLC, a full-service multi-generational financial planning firm that serves as a strategic partner in helping to create financial independence and confidence through the most crucial stages of life. Alice has been with BPG for over 14 years and was previously a Financial Advisor at John Hancock Financial Services. Along with her experience in financial planning, Alice Tang is a renowned keynote speaker focused on helping women take control of their finances. She is a member of many organizations, including the Woman Advisory Board, National Speakers Organization, and WIFS National. In this episode: How can you expand your professional network? Where do you start when looking to gain referral partners? Is money the most important thing in life? Alice Tang doesn't think so. Alice Tang came to America in 1994 on a work visa. After years of cold calling, she landed at a financial planning firm and discovered her passion for advising and teaching others about gaining financial literacy. She now speaks at major events about improving your life, network, and money confidence and is here to share her top tips with you. On this episode of the Systems Simplified Podcast, Adi Klevit has a conversation with Partner and Vice President at BPG Wealth Management, Alice Tang, about improving your relationships while maintaining success. They discuss how to pay it forward, why you should have a center of influence, why networking is like a system, and much more. You won't want to miss this inspiring episode!

Cathy Baillargeon is the Founder and CEO of Virtual Cathy, a virtual assistant company providing personal and affordable administrative assistant services for businesses. Before Cathy started her company three years ago, she was a Consulting Associate at Salsbury & Co. Cathy also has an extensive background in nursing and healthcare management. She was the Director of Coordination and Donor Services at MedCure, Inc., an Occupational Health Technician and Medical Assistant at Lower Columbia Occupational Health, and a Medical Assistant at Vancouver Allergy and Asthma Clinic. In this episode: Are you a business owner struggling to keep up with your emails, scheduling, and other administrative tasks? Can your processes and procedures be organized and improved? Then it might be time to get a virtual assistant, and Cathy Baillargeon can tell you why. Cathy Baillargeon is the Founder and CEO of Virtual Cathy, a virtual assistant company providing personal and affordable administrative assistant services to businesses. She's an expert in finding the right solutions for busy business owners, having over 15 years of experience in management. She's here to tell you all about it and give you tips on organizing your business along the way. On this episode of the Systems Simplified Podcast, Adi Klevit has a conversation with the Founder and CEO of Virtual Cathy, Cathy Baillargeon, all about the benefits of virtual assistants. They discuss what virtual assistants can do for your business, effectively documenting processes and procedures, how processes can implement company culture, and much more. Stay tuned!

Ross Seligman is the Co-founder of Sphere, an innovative tool for the real estate industry that allows agents and teams to close more homes and work smarter, not harder. Ross is also the Principal Real Estate Broker at Living Room Realty. He started Sphere after becoming frustrated when trying to scale his real estate business. Before going into real estate, Ross performed as the Musical Director and Guitarist in the Broadway production and national tour of A Night with Janis Joplin. In this episode: How can systems lead to successful growth and scaling? How did a Broadway musician become the Founder of an effective system and tool for the real estate agency? Meet Ross Seligman. Ross was an overwhelmed and frustrated real estate agent, struggling to keep up with his workload while also growing his business. That's when he co-founded Sphere, a tool that helps real estate agents and teams work smarter and take their businesses to the next level. With Sphere, he aims to help agents build successful agencies without the software pile-up and overwhelming workloads of the past. Now, he's here to tell you how and — give you tips on improving your systems along the way. On this episode of the Systems Simplified podcast, Adi Klevit talks with Ross Seligman, the Co-founder of Sphere and Principal Real Estate Broker at Living Room Realty. Together, they discuss what inspired Ross to create a system for the real estate industry, the productivity patterns that emerge in successful agents, and how systems promote growth and success. Stay tuned!

Carl Cox is the Founder and CEO of 40 Strategy, a strategic planning consulting firm where he helps organizations from around the world navigate their internal practices. With over 15 years of executive leadership experience, he remains a trusted advisor to many high-level organizations due to his proven practices in facilitation, navigation, and scenario planning. In addition to this, Carl is the host of the Measure Success Podcast, where he interviews top business leaders. In this episode: How important are systems when it comes to scaling your business? What can an effective strategy do to transform your success as a business owner? Carl Cox can tell you. As the Founder and CEO of 40 Strategy, a strategic planning consulting firm, Carl has expertly crafted his strategic skills. He knows what it takes to support teams and extract the best thinking so businesses can scale and succeed. Now, he's here to share his top tips and tricks for executing an effective strategy — and mention some of his favorite books along the way. On this episode of the Systems Simplified podcast, Adi Klevit has a conversation with the Founder and CEO of 40 Strategy, Carl Cox. Together, they discuss the relationship between strategy and purpose, how systems help with scalability, and Carl's strategic process for businesses. Carl also talks about his upcoming book and shares some of his favorite reads. Stay tuned!

Ben Childs is the Founder and President of Digital Reach Agency, an internet marketing firm that specializes in B2B demand generation and inbound marketing. Since founding Digital Reach in 2011, Ben has grown it into a revenue-focused agency that offers SEO and SEM services, web development, CRO, and more. Ben holds an Inbound Certification from HubSpot and is qualified in Google AdWords and Microsoft. In this episode: How can a fully remote team operate even better than a team in an office? Is there a way to boost your company culture with more than just virtual lunches and Slack messages? Ben Childs thinks so, and he's here to tell you why. Ben Childs is the Founder and President of Digital Reach Agency, a firm focused on building revenue through SEO, paid search, and web development. Since starting his company from his apartment in San Francisco, Ben has grown Digital Reach to a 35-person remote team. He couldn't have achieved that scalability without seamless systems and great company culture, and now he's here to talk about his process. On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and President of Digital Reach Agency, Ben Childs. Together, they discuss how processes impact company culture, why systems are crucial for remote teams, the best strategies for navigating between software, and much more. Stay tuned!

Keith Callaway Sr. is the President and Founder of K&L Industries, a premier paving company based in the Portland Metro Area. Over the past 30 years, Keith has scaled his small mom-and-pop business to a company with 30 employees. His dedicated team of professional pavers deliver high-quality solutions ranging from driveway paving to parking lot maintenance. In this episode: Do you want your business to grow and thrive in a short amount of time? What if making a few changes could take your company from good, to great, to uncompromisingly the best? Through effective systems and a strategic marketing approach, you can. Keith Callaway Sr. has been in the asphalt business for 35 years, but two and a half years ago he decided to take his company to the next level. Asphalt paving has always had a dark cloud over it, but Keith wanted to change that stigma. By leveraging social media and engaging videos, he is turning the tide on how people view his business and his industry as a whole. Now, he's here to share his strategies for implementing change both in and out of your organization. On this episode of the Systems Simplified podcast, Keith Callaway Sr., the President and Founder of K&L Industries, joins Adi Klevit to discuss his tips for growing your business and sparking change in your industry. Keith explains how he is paving the way in the asphalt space through the use of social media, engaging videos, and effective internal systems. Stay tuned!

Ari Meisel is the Founder of Less Doing, where he helps founders, CEOs, and entrepreneurs become replaceable and build businesses that can run and grow without them. Ari is also a productivity and leadership coach and the author of multiple books, including The Replaceable Founder and On Productivity. Outside of work, he volunteers as an EMT. In this episode: Why should founders aim to become replaceable at their companies? How do well-documented processes improve business operations? And, what is the best communication tool for businesses? Ari Meisel is here to share this information and more. Ari was 23 when he was diagnosed with Crohn's disease. Because of this, his usual 18-hour workday was cut down to only a few hours, and he was forced to find a solution. After mastering his newfound productivity method, he founded Less Doing, where he helps other founders, CEOs, and entrepreneurs work less and achieve more professional freedom. So, what are Ari's tips for improving your systems and processes so you can become replaceable at your company? On this episode of the Systems Simplified podcast, Adi Klevit has a conversation with Ari Meisel, the Founder of Less Doing, about the secret to achieving more freedom in your business. Together, they discuss how to make your company self-sufficient, the best tools for productive communication, and why well-documented systems and processes are the backbone of any business. 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. Adi has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: How effective is your company's onboarding system? A new staff member's onboarding experience can make or break their impression of your company. So, how do you build a process that successfully welcomes someone new, relays your core values, and sets accurate expectations? It's all in the details, and Adi Klevit knows them inside and out. Adi is an expert at creating the infrastructure, processes, and systems that businesses need to thrive. As she says, the key to successful onboarding is building a predictable and well-documented process. Now, she's here to describe the ins and outs of a successful onboarding process — and share her tips for making every new staff member feel confident and comfortable. On this episode of the Systems Simplified podcast, Adi Klevit is interviewed by Dr. Jeremy Weisz about all things onboarding. Together, they discuss the importance of building an extensive onboarding process, how onboarding impacts employee satisfaction, and Adi's strategies for welcoming each new hire. Stay tuned!