Systems Simplified

Ian Garlic is the Founder of Garlic Marketing, the brand behind Video Case Story, which helps brands develop strategies and goals for video case stories. Ian is also the Founder of StoryCrews, a company that helps businesses connect with top-rated videographers to market and expand their brands through powerful stories captured on video. As the host of the Garlic Marketing Show, he has featured renowned guests like Gary Vaynerchuk, Neil Patel, and Ryan Deiss.

When marketing your services, have you considered using customer testimonials? These case studies demonstrate credibility and allow prospects to identify with similar stories. Yet many businesses are unsure of how to execute the process. How can you craft engaging video testimonials to boost visibility?

Video marketing guru Ian Garlic has developed a thorough system for gathering and producing client case studies. Before approaching your customers for testimonials, he advises identifying your ideal business outcomes for these videos. This allows you to determine the clients who align with these goals and establish interview questions related to their situations. These interviews should focus on the customers' unique stories, emphasizing initial problems, processes, milestones, and solutions so you can include relevant segments on your website.

Ian Garlic, the Founder of Garlic Marketing and Video Case Story, is Adi Klevit's guest in this episode of Systems Simplified. Together, they talk about customer case studies as a form of video marketing. Ian also shares the processes for engagement and follow-up, the hurdles to acquiring customer testimonials, and his vision for Video Case Story.

Johannon (Joe) Olson is the Lead Teacher at Remarkable Freedom, where he fosters vibrant communities of business owners and value creators by driving lifelong learning. He is also the Chair of TIGER 21, an exclusive peer membership organization of high-net-worth entrepreneurs, investors, and executives. As a community builder, Joe helps business leaders master delegation, work in their genius zones, and maximize their value and legacies.

Task delegation is one of the most pervasive pain points for entrepreneurs. Many lack the appropriate delegation processes and fall short of their intentions, causing them to lose trust in their team. How can you document the precise systems to delegate productively?

With a business background in the healthcare industry, Joe Olson learned the five rights of delegation. This system involves identifying the ideal task, circumstance, team member, supervision, and direction. Rather than delegating arbitrarily to surrender operational responsibilities, Joe advises assigning tasks to people with relevant expertise, knowledge, and bandwidth. Effective supervision and communication require maintaining clear and consistent instructions with a timeline and supporting team members in their endeavors.

In today's episode of Systems Simplified, join Adi Klevit as she welcomes Johannon (Joe) Olson, the Lead Teacher at Remarkable Freedom, for a discussion about the ideal systems and processes for delegation. Joe talks about his transition from healthcare to entrepreneurship, the barriers to effective delegation, and how to provide accountability during task delegation.

Harry Spaight is the Founder of Selling With Dignity, which offers training, coaching, and mastermind groups to accelerate sales. He is also the author of the book Selling With Dignity, which provides practical tips and insights to improve sales performance and drive revenue growth. As a former missionary, Harry learned that selling begins by serving customers.

Sales has a negative connotation, with popular movies like The Wolf of Wall Street depicting salespeople exploiting individuals for monetary gain. However, you can revise this process using a service-based approach. What are the basics of a compassionate sales system?

Business owners who lack sales acumen often promote their products or services to individuals who don't align with their value proposition. With experience in competitive sales and service positions, Harry Spaight says to identify your ideal client by targeting businesses that can benefit from your offerings. Rather than governing prospects' needs, listen to and acknowledge their concerns and implement empathetic processes to provide valuable solutions.

In this episode of Systems Simplified, Adi Klevit chats with Harry Spaight, the Founder of Selling With Dignity, about his unique selling process. Harry talks about the components to avoid while selling, the common notions about traditional sales systems, and his drive to elevate sales performance.

Nia King-Rubie is the Managing Partner of Immersive Strategies, a black-owned, women-owned strategic engagement firm for the digital age. She has over a decade of experience advising top brands like the NFL and Google. Before founding Immersive Strategies, Nia served as an Advance Associate for The White House and a Deputy Director for the 2012 Democratic National Convention committee.

With digital content dominating the marketing and communications industry, audiences demand deeper engagement and personalized messages. How can you harness digital engagement strategies to connect with your target market?

Rather than speaking universally to a large group, strategic engagement specialist and digital savant Nia King-Rubie says to segment audiences to craft authentic, customized messages. This requires understanding your market by developing personas based on pressing issues. To scale this methodology, you must create and document replicable processes that can be operationalized.

Tune in to this episode of the Systems Simplified podcast as Adi Klevit sits down with Nia King-Rubie, Immersive Strategies' Managing Partner, to talk about developing a process around digital engagement. Nia explains the elements of digital strategic engagement, how to create authentic messages, and how to align contrasting systems for quality assurance.

Karena Bell is the Founder and CEO of ProfitLinz, a woman-owned profit optimization and business advisory firm. With over 25 years of experience in enterprise IT, business solutions, and finance, she advises business decision-makers on strategies, optimizing costs and systems, and identifying revenue-generating solutions. Before founding ProfitLinz, Karena was the National Chapter Head and Chief Connector at The Connective, where she assisted in developing the organization's systems, processes, and policies.

Too often, companies view high top-line revenue as an indicator of profitability and pay less attention to the business' net profits and profit margins. This occurs when entrepreneurs become too focused on daily operations and disregard process documentation and how they can streamline operations to drive the bottom line. How can you unify revenue streams and profit to grow your business?

According to business solutions developer Karena Bell, organizations have multiple profit lines they can optimize, including supply chain operations, client contracts, and system and process documentation. Clients are a company's most valuable asset, so you must evaluate your ideal customer portfolio to determine their profitability level and examine and adjust pricing systems according to industry standards. Yet client profitability extends beyond data and requires culture and value alignment to ensure consistency across all additional operations.

On this episode of Systems Simplified, the Founder and CEO of ProfitLinz, Karena Bell, joins Adi Klevit for a discussion about profit optimization. Karena explains how to identify ideal revenue systems and profit lines, the barriers to increasing profitability, and her passion for systems, processes, and cost structures.

Ryan Reilly is the Director of Business Development at Sandler, a world leader in innovative sales, leadership, and management training. As a former educator, vocational counselor, behavior consultant, and sales manager, he works with clients to help them achieve their goals. Before Sandler, Ryan was the Director of Sales and Operations at Young Equipment Solutions, Inc.

The sales system has been tarnished by the idea of the snake oil salesman, creating distrust between buyers and sellers. With a targeted sales process, you can rebuild rapport with your prospects. So how can you identify customers' needs and decision-making processes?

According to business development and sales specialist Ryan Reilly, the three types of buyers are the motivated and unmotivated — each comprising 20% of your prospect pool — and the moveable middle. These customers have a process involving initial motivation, commitment avoidance, and final decision-making. Rather than following the traditional sales process of a needs analysis and proposal, Ryan says to establish a bond following the needs analysis by discussing the buyer's interests, problems, budget, and other concerns to present a solution that aligns with their process.

Tune in to this episode of the Systems Simplified podcast as Adi Klevit hosts Ryan Reilly, the Director of Business Development at Sandler, who shares insights into the sales and buying processes. Ryan explains how to target various buyers, the best practices for follow-ups, and how to align the sales and buying processes to close a deal.

Eric Recker is a dentist, coach, speaker, author, former triathlete, and owns Recker Dental Care, PC. With 20 years of experience as a practicing dentist, he leads, coaches, and mentors an 18-person team. As a Certified Elite Success Coach, Eric works with high-achiever personalities to help them reach their goals.

Most entrepreneurs are high-achievers working relentlessly to tackle new ventures and reach their goals. But without the proper systems to incorporate boundaries, they often experience burnout. How can you allocate your time between endeavors to focus on your passion?

Versatile dentist and mentor Eric Recker knew that to pursue additional aspirations, he had to relinquish his responsibilities as a practitioner gradually. He hired a coach and built a support system to begin building his coaching business. Cultivating discipline in your journey requires identifying your purpose and implementing systems and processes to achieve it. This may involve developing a set schedule to budget your time and maintain motivation.

Dentist, speaker, author, and coach Eric Recker joins Adi Klevit in this episode of Systems Simplified to talk about achieving your purpose with systems and processes. Eric shares strategies for mitigating burnout, his ideal client base, and his journey from a practitioner to an entrepreneur.

Greg Tomchick is a Partner and CISO (chief information security officer) at Valor Cybersecurity, which helps small to medium-sized businesses simplify and address cybersecurity threats. As a former professional athlete, entrepreneur, and cyber attack victim, he focuses on mitigating cyber threats and countering attacks with targeted and strategic responses. Greg is the host of The Connected Mindset podcast and the author of Growing Into You.

Entrepreneurs possess a unique discipline to identify and execute their strengths, endure failure, and develop systems to maintain success. But what happens when the fruits of your labor are compromised during a cyber attack? How can you prevent and mitigate threats to your business?

All business owners must prioritize their endeavors based on objectives, culture, and values. For pro athlete turned entrepreneur, Greg Tomchick, cybersecurity is a fundamental component shaping all other business ventures. This form of protection extends beyond traditional notions of digital security and involves a holistic process. Assessing core systems and processes allows you to recognize risks associated with your digital footprint, whereas identifying and enforcing your culture mitigates internal threats. It's also critical to allocate and safeguard your resources.

Join Adi Klevit in this episode of Systems Simplified as she welcomes Greg Tomchick, a Partner and CISO at Valor Cybersecurity, who shares comprehensive cybersecurity processes for disciplined entrepreneurs. Greg explains the similarities between entrepreneurs and professional athletes, companies' main cybersecurity vulnerabilities, and how to protect against cyber attacks.

Leslie Harpole is the Co-owner of Champion Plumbing, a residential plumbing service business she started with her husband, Brent. The company services Oklahoma City and the surrounding areas. After leaving her job as a Land Technician at Red Sky Land, LLC, Leslie channeled her passion for her community and other local businesses to start Champion Plumbing.

While technical systems and processes are integral to a company's operational efficiency, support systems allow entrepreneurs to build and scale their businesses. Learn how a network of supportive consultants and executives helped a trade entrepreneur advance her passion.

As a tenacious tradeswoman managing a plumbing company with her husband, Leslie Harpole channels her strategic drive and personal and professional support systems to build her business into an influential empire for her family and the community. But business challenges can interfere with your personal life, so Leslie urges you to divide time between your family and strategic idea-sharing with your support network.

In today's episode of Systems Simplified, Adi Klevit hosts Leslie Harpole, the Co-owner of Champion Plumbing, who shares her passion for building a lasting business in the trades. Leslie talks about her inspiration to launch a podcast, how she founded and scaled Champion Plumbing, and the difficulties of managing a company with a spouse.

Todd Taskey has been an entrepreneur, business owner, investment banker, and business finance advisor for over 20 years. He is the M&A Advisor at Potomac Business Capital, where he helps CEOs and entrepreneurs maximize their company's value and develop a successful exit strategy. His specialties include M&A, strategic acquisition, divestitures, and more.

In addition to his role at Potomac Business Capital, Todd is an angel investor at multiple companies, including Zoomph, Whitebox Inc, and RightEye LLC. He is also the host of the Second Bite Podcast, where he talks with top CEOs and entrepreneurs about creating valuable companies through creative transactions.

One of entrepreneurs' standard desires is attaining the freedom to work when and where they want. Selling and exiting your business is a viable option, but it requires extensive due diligence and a systematic process to execute effectively. How can you source and finalize optimal acquisitions?

According to seasoned M&A advisor Todd Taskey, the buyer acquires 100% of the business in an ideal transaction while the seller maintains equity in the new company. This can be accomplished through a private equity acquisition or by partnering with a company that specializes in your industry. Before executing any deal, Todd emphasizes maintaining your organization's quality by implementing processes to systematize operations and finances.

In today's episode of Systems Simplified, Adi Klevit is joined by Todd Taskey, the M&A Advisor at Potomac Business Capital, who details the components of a successful business transaction. Todd also explains how to evaluate potential companies for acquisition, the road to post-acquisition freedom, and the ideal time to exit a business.