Systems Simplified

Chris Martin is the Owner and President of Mt. Hood Pro Painting, a Portland-based residential and commercial painting company. Mt. Hood Pro Painting delivers over 15 years of professional painting experience to its wide range of clients. Chris currently runs the business with his wife, Alexandra Martin.

As a business owner, do you have systems in place to guide you in hiring and training new employees? Do you have a process for evaluating which applicants are the best fit for your team?

While Chris Martin built his painting business, he knew that he needed efficient systems for hiring new painters and improving communication within and outside of his company. With some help, he created and documented the systems he needed to better manage and grow his business. Now, his team has the foundation to keep growing and succeeding.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Chris Martin, the Owner of Mt. Hood Pro Painting, to talk about the systems he and Adi implemented to transform his painting company. Chris explains how hiring a virtual receptionist improved his business, shares the benefits of having well-documented systems, and reveals his top tips for staying motivated as a business owner. Stay tuned.

David Baer is the Creative Partner and Co-owner of The Prepared Group, a strategy-first marketing consultancy. He is a veteran direct response marketer who started his career at the dawn of email marketing selling classical music subscriptions online. Since then, David has served as the marketing director for three wine importers, the founder of a Facebook advertising agency, and a trusted marketing consultant for more than 20 wineries. He is also the author of several books, including Small Business Email Marketing (Part One): How Small Businesses Can Grow Their Lists And Increase Profits With Smart Email Strategies.

Did you know that email marketing is still one of the best marketing methods for generating sales? That's because it can help a business build a community of loyal customers, increase upsells and cross-sells, and so much more.

According to David Baer, email marketing is so effective because it's an intimate way for businesses to communicate with their prospects and customers. As he says, it allows businesses to create personalized messages that spark one-on-one conversations with consumers. What's more, email marketing has continued to grow over the years as the number of people who regularly use their email accounts has increased. This has created unmatched opportunities for brands to market and promote their businesses more efficiently and successfully.

In this episode of the Systems Simplified podcast, Adi Klevit interviews David Baer, the Creative Partner and Co-owner of The Prepared Group, about his tips for setting up a simple email marketing system. David also explains how to use email segmentation, shares strategies for creating high-converting email newsletters, and talks about building short-term, long-term, and evergreen email sequences. Stay tuned.

Carla Titus is the Founder of Wealth & Worth Within, where she offers finance business consulting to help start-ups and midsize businesses improve their profitability. Carla is a financial expert and an advocate for women in business. Through her coaching, she strives to close the confidence and wage gap for women. In addition to her role at Wealth & Worth Within, Carla is the ​​Sales & Marketing Senior Finance Manager at Intel Corporation. She has over 10 years of corporate financial planning, analysis, and strategy experience and is passionate about helping entrepreneurs and businesses improve their financial outlook.

Have you heard the term CFO but don't really understand what it means? You might take a guess and say it's close to a CEO. While you're on the right track, these two leadership positions each play a different but essential role for a business. So, how can a CFO transform your company?

Whether you have a small business or a large successful company, a CFO can help you get your finances in order so that you can more effectively plan for the future. As an on-demand CFO and financial expert, Carla Titus gives entrepreneurs and business owners advice on how to overcome their financial challenges. With her expertise, your company can become and stay successful.

In this episode of the Systems Simplified podcast, Adi Klevit sits down with Carla Titus, the Founder of Wealth & Worth Within, to discuss the ins and outs of the term CFO. Carla also discusses how she uses financial coaching to help women entrepreneurs make smart business decisions, the various ways CFOs bring balance to a company, and her tips for developing a strategy that prevents burnout and financial troubles.

Urmila Ratnam is the CEO and President of Alima Pure, a natural cosmetics brand from Portland, Oregon. Urmila and her team design products for everyone with clean, non-toxic ingredients. Before Alima Pure, Urmila was a management consultant and Partner at Ratnam Solomon Brown.

Are you a leader looking for a brighter future for your business? Are you having difficulties deciding on the best processes and procedures to use for successfully operating your business?

Knowing your leadership style and having the right processes and procedures are the key elements to achieving success with your business. Improving and reviewing these systems regularly should also involve everyone on your team. This way, everyone in your business can have a point of reference and on-hand solution when an inevitable issue pops up.

In this episode of the Systems Simplified podcast, Adi Klevit interviews Urmila Ratnam, the CEO and President of Alima Pure. Urmila talks about how to scale a business, the processes and procedures you need to use to run a successful business, different leadership styles, surviving a pandemic, and the importance of improving and reviewing your systems. Tune in to learn about this and much more.

Chad Gill is the Founder and Owner of Concreate, a family-owned business specializing in all things concrete, including polishing, staining, surface prep, and joint repair. The company works hand in hand with designers, architects, project managers, general contractors, tradespeople, and homeowners from start to finish.

Chad is also the Founder of Workforce Recon and the Creator of the Field Recon app. He holds a degree in mechanical engineering from the Virginia Military Institute.

Does your business have employees who work in the field? Do you face challenges with managing them, communicating well with them, and ensuring they stay productive and accountable?

For Chad Gill, having customized software has been a game-changer for his company. He needed help with tracking and managing his field team, so he created the Field Recon app to solve the problem. He also learned that documenting processes and procedures helps his employees become more productive, accountable, and independent.

In this episode of the Systems Simplified podcast, Adi Klevit interviews Chad Gill, the Founder and Owner of Concreate, about his Field Recon app and how it helps with automation. Chad also talks about his construction business, the benefits of automation, and how documenting processes impacts his company positively. Stay tuned.

Ben Grise is a real estate investor and successful entrepreneur. He is the Owner-Operator of InvestWithBen.com and BenBuysIndyHouses.com, one of Indianapolis' most reviewed online home buyers. Ben delivers solutions for Indianapolis homeowners and works with some of the city's busiest and most experienced residential real estate investors.

Do you often find yourself reluctant to delegate work to your team? Are you obsessed with achieving perfection with your daily operations?

Expecting perfection when running your business can be one of the biggest hindrances to an entrepreneur's success. According to Ben Grise, the key is to instead focus on making progress. This can be achieved by having processes in place and creating measurable deliverables for your team — which will prevent mistakes and make it easier to delegate important work. As Ben says, documented processes hold employees accountable, promoting growth and ensuring that work runs smoothly.

In this episode of the Systems Simplified podcast, Adi Klevit interviews Ben Grise, the Owner-Operator of InvestWithBen.com and BenBuysIndyHouses.com, about how he created and implemented his company's processes. Ben talks about leadership and accountability, the benefits of using videos when documenting procedures, and his strategies for making processes a part of his company's culture. Stay tuned.

Daleele Alison is the Co-founder and CEO of RooksDM, a technology consulting company that helps small to midsize businesses find and implement the right technology tools. With RooksDM, businesses have more time to spend on the things that matter most. Daleele is also a skilled networker and connector, and in 2017 he started a local Chicago group for coffee lovers called Local Coffee Chi.

Are there processes or tasks that you and your team are constantly repeating? Are you looking for opportunities to automate these processes instead of doing them manually?

Technology has made it easier for organizations to automate the various processes they carry out on a regular basis. This helps leaders increase productivity and efficiency within the organization. With the use of key automation tools, teams can get more time back in their day to focus on their high-value and high-impact activities.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Daleele Alison, the Co-founder and CEO of RooksDM, to talk about the best automation tools for systematizing your business. Daleele shares his favorite CRM, project management, and time management tools, talks about the importance of regularly refining your systems, and shares his advice on how to improve collaboration within your 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. She has over 25 years of experience as a trained industrial engineer, management consultant, and business executive.

Is it a challenge to persuade your team to implement your processes and systems? Are you facing resistance from employees that is making it difficult to effectively run your business?

The process of documenting and implementing procedures should involve both employees and company management to be successful. As Adi Klevit says, creating a simple step-by-step process for your team to follow will ensure that execution happens as it should. This way, if a problem or issue arises, your team can refer to the documented procedures to fix it.

In 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. Together, they discuss how to ensure that your business' processes and systems are implemented by your team. Adi also talks about the benefits of using effective documenting platforms, how to create a successful roll-out process, and the importance of doing regular reviews. Stay tuned.

Darragh Fitzpatrick has more than 20 years of experience in IT. In 2009, he became the Partner and Executive Vice President of Tabush Group, a top provider of virtual workspace, private cloud, and managed IT services for small to midsize businesses. Before this, Darragh worked as an IT manager at several firms in London. He is originally from Ireland and earned his bachelor's degree in computer science from the University of Greenwich in London.

Remote working is not new for many businesses and professionals, and the pandemic pushed even more people to start working from their homes instead of their office setups. Was your business prepared for this change? Or, have you struggled with the transition to a virtual workspace?

Darragh Fitzpatrick had a vision for virtual workspaces long before the COVID-19 pandemic made them a trend. At Tabush Group, he and his team created a cloud solution that allows you to work whenever, wherever you go. Now that there's an increasing demand for remote work, how can you start utilizing his unique platform to optimize your workspace?

On this episode of the Systems Simplified podcast, Adi Klevit sits down with Darragh Fitzpatrick, the Partner and Executive Vice President at Tabush Group, to get the inside scoop on how to simplify and systematize your remote workspace. Darragh discusses his background in IT, the elements of an ideal business system, and how his virtual workspace platform helps businesses work faster, smarter, and more securely.

Joel Greenwald is the Founder and Managing Partner of Greenwald Doherty LLP, a national employment law firm that represents employers. Joel has built a reputation for efficient and responsive representation of businesses from various industries, including manufacturing, retail, construction, technology, and more. He is also an international speaker and frequent lecturer on labor and employment topics and has contributed to various trade publications and business journals. Additionally, Joel has been designated with a prestigious "AV" rating by Martindale-Hubbell and has repeatedly been named as a Super Lawyer™.

Did you know that most legal exposure for employers is caused by discrimination in the workplace? And, did you know that you can protect your business from lawsuits and other legal issues by simply systematizing and documenting your processes?

In other words, if you carry out your business in a systematic way and treat all employees the same, you will greatly reduce the chances of any legal action being taken against you or your company. Because of this, it's important to ensure that all major components of your company's processes are documented — starting with your hiring systems and ending with your termination process.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Joel Greenwald, the Founder and Managing Partner of Greenwald Doherty LLP, to discuss how systematizing your business can help you reduce lawsuits. They also talk about the importance of documenting HR processes, how the pandemic has affected the workplace, and the different challenges businesses have been facing with recruiting and managing remote teams.