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.

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.

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.

Russell Benaroya is an author, entrepreneur, and the Co-founder of Stride. Stride provides outsourced bookkeeping, accounting, and CFO services to professional service firms in the US and currently serves over 100 clients. Russell also delivers executive coaching to help entrepreneurs succeed in business and in life. His drive and commitment have enabled him to run multiple marathons, which fuels his determination inside and outside of his business.

How can you lead a business that works effectively and efficiently — without needing to have your hand in the day-to-day? 

It’s easy to get caught up in the obstacles of running your business and feel shackled by the ups and downs of entrepreneurship. But, Russell Benaroya says that you have the power to design the company and life that you want. How? By shifting your mindset and implementing systems and processes to streamline your success, you can start working on your business instead of in it.     

In this episode of System Simplified, Adi Klevit is joined by Russell Benaroya, the Co-founder of Stride, to discuss the merits of utilizing different systems and software to maximize workplace efficiency. Russell explains the power of measuring your financial data, how obstacles can fuel drive and success, and what it was like to build a fully remote team before it was trendy. He also outlines his ultimate goal: to build his business to be so efficient that it transcends his influence.

Kara Goldin is the Founder and CEO of Hint, a leading unsweetened flavored water brand. She has received numerous accolades for her work, including being named the EY 2017 Entrepreneur of the Year in Northern California, one of InStyle’s 2019 Badass 50, Fast Company’s Most Creative People in Business, and Fortune’s Most Powerful Women Entrepreneurs. Kara is also the Host of The Kara Goldin Show and the Author of Undaunted: Overcoming Doubts and Doubters.

Although it’s the consumer who knows and decides what they want to buy, oftentimes their decisions are controlled by retail outlets who determine what products to display and sell. This poses a challenge for growing brands that produce products to meet the different needs, tastes, and preferences of consumers.

So what can entrepreneurs do to overcome these obstacles?

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Kara Goldin, the Founder and CEO of Hint, to discuss her strategies for growing direct-to-consumer sales and scaling her brand. They also talk about some of the distribution challenges entrepreneurs face, Kara's book, and her advice for overcoming doubts and barriers while building a business. Stay tuned.

Danny Mizrahi is the Founder and CEO of Contango IT and the Co-founder and Managing Director of GRSee Consulting. He is a cybersecurity expert who is on a mission to help businesses implement the best IT systems and processes. Over 10 years ago, Danny founded Contango IT to provide unique and top-of-the-line IT consulting, services, and systems management. Today, Contango IT happily serves over 170 businesses on a daily basis.

Does your business' IT need polishing? Do you have the systems and processes in place to ensure that your business is secure and compliant? 

If you want to boost your company’s cybersecurity strategy, look no further! Contango IT is a renowned and innovative consulting firm that helps businesses implement top-notch security and IT systems. From onboarding employees to boosting customer satisfaction, they know the value of good systems and processes for business growth and success. 

In this episode of Systems Simplified, Adi Klevit talks with Contango IT's Founder and CEO, Danny Mizrahi. During their conversation, Danny discusses the ins and outs of maintaining security compliance, the benefits of documenting processes for customer and employee happiness, and the importance of great IT systems for growing and scaling your business. Stay tuned.

Joy Gendusa is the Founder and CEO of PostcardMania, a full-service postcard direct mail marketing and online advertising company. Since starting PostcardMania in the late ‘90s in a 600-square-foot cottage, Joy has amassed millions of dollars in sales and now employs over 300 people. Her mission is to empower small businesses with affordable marketing tools that drive growth and success.

In today’s marketplace, which method will garner the best results for businesses: digital or physical marketing? For entrepreneur Joy Gendusa, the better question is: why not both?

As Joy says, the best marketing strategy combines online and offline tactics to appeal to more customers in better ways. By blending direct mail, website optimization, and social media strategies, Joy and her team help business owners reach new levels of growth. So, what is her advice to small and medium-sized businesses looking to revitalize their marketing? 

In this episode of the Systems Simplified podcast, Adi Klevit speaks with Joy Gendusa, the Founder and CEO of PostcardMania, about how she helps business owners increase their leads and sales through a combination of direct mail and digital marketing. Joy shares her inspiring story of entrepreneurship, her tips for generating more five-star reviews, and the PostcardMania systems that will transform your marketing strategy. 

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.

Over the last year, Adi Klevit has sat down with several entrepreneurs and leaders to discuss their tips and strategies for systematizing their businesses. From software developers to visionary leaders to expert marketers, each of Adi’s podcast guests has had unique and valuable wisdom to share.

So, what have been Adi’s top takeaways from these conversations? As she says, she’s learned innovative methods for building efficient systems and processes for different types of businesses. She has also learned new strategies for hiring great employees, optimizing operating systems, increasing productivity, and so much more.

In this episode of the Systems Simplified podcast, Adi Klevit is interviewed by Dr. Jeremy Weisz, the Co-founder of Rise25, about some of the amazing guests she has featured on her podcast. Adi talks about the lessons she learned from each expert, the business growth strategies they shared, and some of the tools she uses in her own business.

Brett Trembly is an accomplished lawyer, author, speaker, and entrepreneur. He is the Founding Partner of Trembly Law Firm, a franchise and business law firm that focuses on business and commercial litigation. The firm was recognized as one of the fastest-growing small law firms in the country for four years in a row by Law Firm 500 and recently received a prestigious Inc. 5000 award. In addition to this, Brett is the Co-founder of Get Staffed Up, a virtual assistant staffing company for law firms.

Have you been so overwhelmed with what is on your plate as a business owner or entrepreneur that you are missing out on your high-value tasks? If so, it may be time to start delegating work to others.

The beauty of delegating tasks is that it minimizes the stress of handling a company — while also giving you the freedom to work on your business instead of in it. As a business owner, you need to prioritize many things. You can't, and shouldn’t, do everything yourself. However, many leaders are afraid to delegate because it requires a lot of trust, communication, time, and energy. You have to determine which tasks to delegate, who is the right fit for the job, and how to train them effectively. Luckily, well-documented systems and procedures, as well as a high-level assistant, can simplify this process.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Brett Trembly, the Founder of Trembly Law Firm and Co-founder of Get Staffed Up, to discuss how to delegate as a business leader. Brett talks about the importance of delegating tasks so you can maximize your time and focus on the key drivers of growth for your business. He also explains the benefits of a virtual assistant, how to simplify training, and his tips for delegating email management. Stay tuned.

Talia Harari is a New York licensed attorney specializing in business law and estate planning. As the Owner of Harari Law PLLC, she empowers business owners, investors, asset managers, and others through her extensive legal experience in both domestic and international corporate transactions. Having witnessed the injustices experienced by those who don't fully understand their rights, Talia is passionate about advocating for others through law. She helps clients solve business and personal issues in a way that is interesting, accessible, and easy to understand.

Do you want to protect your company from bad contracts and wrong decisions? When is it appropriate to seek legal advice for your business?

It’s no secret that businesses have to be legally compliant. But, because of complicated legal language and various government regulations, many companies end up getting into trouble and risk losing their businesses. When it comes to creating a successful company, you want to be legally protected to ensure business continuity — and that starts with a systematic approach.

In this episode of the Systems Simplified podcast, Adi Klevit sits down with Talia Harari, Owner of Harari Law PLLC, to discuss the value of creating a well-documented system to address the legal aspects of your business. Talia shares her advice for handling business contracts and agreements to protect both you and your company. She also gives legal tips to help your business grow, ensure your compliance with government regulations, and empower you to make informed decisions.

Steven Hoffman, aka Captain Hoff, is the Founder and CEO of Founders Space, a global startup incubator and accelerator for entrepreneurs. He is also a venture investor, serial entrepreneur, and author of several award-winning books, including Make Elephants Fly, Surviving a Startup, and The Five Forces That Change Everything. Previously, Steven was the Founder and Chairman of the Producers Guild Silicon Valley Chapter, served on the Board of Governors of the New Media Council, and was a founding member of the Academy of Television’s Interactive Media Group.

Is there a secret sauce to building a thriving startup? What can entrepreneurs do to navigate the difficult process of creating a business from the ground up? 

To create a successful startup, an entrepreneur needs to find business partners, hire their first and future employees, and innovate great products. They also need to know how to engage with investors, get funding for the business, and evaluate the impact of their products on customers. So, how can you accomplish this successfully? By establishing and implementing key systems, you can ensure that your startup survives and thrives for the long term.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Steven Hoffman, the Founder and CEO of Founders Space, to talk about the types of systems entrepreneurs need to create a thriving startup. Steven shares his tips for fundraising, hiring great employees, innovating and reiterating products, and staying the course through ups and downs. Stay tuned.