Systems Simplified

Angela Byrnes is the Director of Client Services at Roadside Dental Marketing, an agency that builds and markets cutting-edge dental and medical websites. Angela has over 30 years of hands-on experience in the dental industry. Currently, she focuses on helping dental and medical offices elevate their practices and accelerate their growth. Angela also hosts webinars for Roadside Dental Marketing and serves as a featured guest on different media outlets, where she shares her knowledge and love for the dental field.

Marketing systems are crucial for businesses because they are the key to promoting a brand and driving sales. When used consistently and effectively, good marketing systems help businesses have a constant influx of positive visibility and clients. So, how can you start systematizing your marketing today?

According to Angela Byrnes, the first steps to take when creating an efficient marketing system is to identify your target audience and define your communication strategies. This requires time to prepare a systematized plan, and it shouldn't be rushed. That's why Angela encourages the use of schedules and action plans to ensure that tasks actually get done.

On this episode of the Systems Simplified podcast, Angela Byrnes, the Director of Client Services at Roadside Dental Marketing, joins Adi Klevit to share her strategies for implementing the right marketing system for your business. Angela talks about the process of developing a workable system, how to create engaging social media posts, and her strategies for asking for referrals. Stay tuned.

Jerry Vieira is a Certified Management Consultant and the Founder and CEO of The QMP Group. For over 30 years, Jerry has been helping businesses create breakthrough market strategies and develop an effective sales and marketing engine. He is considered an insightful, creative, and energizing force in his field.

Jerry is also the author of two books and is currently working on his third. He earned an MBA from the University of Rhode Island and has held management positions in engineering, manufacturing, marketing, and sales for both Fortune 500 companies and small firms.

Do you know the difference between market strategy and marketing strategy? If so, how do you formulate an efficient market strategy? And, what is the key to implementing better marketing tactics?

Jerry Vieira, a Certified Management Consultant, advises businesses against implementing too many different tactical marketing activities before having a solid market strategy in place. That's because he sees many businesses use generic and costly tactics that don't pay off. So, what is Jerry's advice for creating a strategy that effectively solves the problems of your target audience?

In this episode of the Systems Simplified podcast, Adi Klevit interviews Jerry Vieira, the Founder and CEO of The QMP Group, about his techniques for developing the right sales and marketing strategies. Jerry also talks about the importance of understanding a customer's POG (problem, opportunity, or gap) when formulating a market strategy, how to use gap analysis as a business development tool, and the most common mistakes businesses make with sales and marketing. Stay tuned.

Julie Markee is a Professional EOS Implementer and the Founder of Key Process Innovations, where she helps companies and entrepreneurs transform their businesses using the Entrepreneurial Operating System (EOS). Julie is a life-long entrepreneur who started her first business at the age of 12. After graduating from the University of Washington with a degree in chemical engineering, she began her career as a process engineer. Her passion has allowed her to streamline processes ranging from tortilla chip manufacturing to metal casting.

Does your business have several variations for the ways it carries out its operations? Are you looking for a better approach to tackling the issues that arise in the course of running your organization?

While working as a process engineer in a manufacturing plant, Julie Markee discovered that having too many variations for the way things are done can negatively impact the effectiveness of a company. That's why she started looking for a way to reduce those variations. The solution? Implementing efficient, step-by-step processes in your business.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Julie Markee, the Founder of Key Process Innovations, to talk about using EOS to implement effective processes within an organization. Julie explains the value of processes in the manufacturing and service industries, her tips for creating quarterly business priorities, and how to run "EOS Level 10 Meetings" at your company. Stay tuned.

Cameron Herold, known around the world as the CEO Whisperer, is the Founder of COO Alliance, a leading community for ops-minded professionals. Cameron is a business growth guru and the author of five books, including Double Double and Vivid Vision. Throughout his career, he has helped build several multimillion-dollar companies and engineered 1-800-GOT-JUNK?'s spectacular growth from $2 million to $106 million in revenue within six years. Additionally, Cameron is a top-rated international speaker and currently hosts the Second in Command podcast, where listeners can tune in for tips and insights from other high-level COOs.

Building a great company starts with having a great vision. But in order to bring this vision to life, you need to have effective leaders who can infuse positive energy into your company. So, how can you find and train better leaders for your business?

From his many years of experience as a COO, growth guru, and business leader, Cameron Herold has learned the value of having a vivid vision for your organization. He also understands the importance of building effective systems to help leaders stay focused on this vision, uplevel their skills, and create successful teams.

In this episode of the Systems Simplified podcast, Adi Klevit interviews Cameron Herold, the Founder of COO Alliance, about the importance of hiring a COO. Cameron explains how implementing a vivid vision can help you scale your company and talks about the 12 essential skills for becoming a better leader. He also discusses the biggest mistakes leaders make when managing time, delegating work, and training employees.

Dr. Bill Dorfman is a Cosmetic Dentist responsible for creating dazzling smiles for some of Hollywood's biggest celebrities. He is most recognized from the ABC hit show, "Extreme Makeover," and as a recurring guest host on the Emmy Award-Winning daytime talk show, "The Doctors." His company, Discus Dental, launched Zoom! and Brite Smile. These two revolutionary in-office whitening systems use a safe and effective, light-activated gel to whiten teeth by 8 to 10 shades in an hour. He also co-founded LEAP, a non-profit motivational and development program for high school and college students.

Dr. Dorfman graduated from UCLA in 1980 and received his dental degree from the University of the Pacific in San Francisco three years later. Upon graduation, he completed a two-year residency at a dental hospital in Lausanne, Switzerland, and then returned to the United States to establish his private practice in aesthetic and general dentistry in Los Angeles.

What makes one entrepreneur successful and another unsuccessful? What character traits or skills do successful people have that set them apart from others and help them build thriving businesses?

Dr. Bill Dorfman's life mantra is "Learn so you can earn, and then return." Being a celebrated cosmetic dentist, he had great opportunities to build his career and become an entrepreneur. His advice to aspiring entrepreneurs and business owners is to reach out to successful people, learn their ways, and use that to build their businesses. This is what he did, and it allowed him to achieve great success, which he now uses to teach others and give back to the community.

In this episode of the Systems Simplified Podcast, Adi Klevit is joined by Dr. Bill Dorfman, a Cosmetic Dentist, to discuss how systemizing a business can help business owners learn, earn, and give back to others. They also discuss how Dr. Dorfman started his own practice in cosmetic dentistry, how systems help dentists provide better services to patients, and the importance of serving others. Stay tuned.

Adi Kaskavalciyan is the Co-founder and Director of Client Success at gFour Marketing Group. She and her husband, Brian Kaskavalciyan, used their experience from the home improvement industry and relationship marketing knowledge to start gFour Marketing Group. They help clients nationwide create profitable, long-lasting relationships with customers by using their award-winning done-for-you marketing programs. They help contractors bring in more referrals, reviews, and repeat business.

Have you been leveraging the power of customer reviews to market and grow your business? If not, do you know what you need to do to get started? Do you know how to reach out to your customers to ask for referrals?

Having a good process for getting customer reviews and referrals is crucial to building a thriving business. Accomplishing this means the business owner must be committed to improving the customer experience process from the first interaction to when the sale is made and beyond. You must also have a good system for encouraging customers to leave reviews and refer you to others. In addition, you have to make sure that your business provides the types of services that your customers will rave about to others. So how can you create this process? Well, Adi Kaskavalciyan is here to tell us.

In this episode of the Systems Simplified Podcast, Adi Klevit is joined by Adi Kaskavalciyan, the Co-founder of gFour Marketing Group, to discuss how to create a system for getting more reviews and referrals from happy customers. They discuss the benefits of customer reviews and referrals, share their strategies for requesting reviews, and explain what businesses can do to increase customer engagement after closing a sale. Stay tuned.

Aliza Freud is the Founder and CEO of SheSpeaks, an influencer marketing company that connects female influencers and creators with brands and the media. Powered by a community of influential women, the SheSpeaks platform reaches over 300 million consumers monthly. Aliza is also the host of the podcast, SheSpeaks: How She Does It, which features female CEOs, actresses, producers, authors, athletes, and more that are shaping our world.

How can implementing processes empower you to scale your business faster? And, how can these processes help you become an enabler in your business?

As an entrepreneur who is passionate about your business, you may find it difficult to let go of some of your responsibilities and start delegating tasks to your team. You might be concerned about the work not being completed as you want — but, in the process, you will always remain a doer in the business. Because of this, it's important to have processes in place to help you transition to an enabler and allow your team to become the doers. This way, you can scale your business faster and achieve the next-level growth you're looking for.

In this episode of the Systems Simplified podcast, Adi Klevit interviews Aliza Freud, the Founder and CEO of SheSpeaks, about how entrepreneurs can use processes to become enablers in their businesses. Aliza talks about the differences between implementing procedures for established companies versus startups, the importance of refining your processes over time, and her strategies for hiring the right people in your business. Stay tuned.

Kim Kopetz is the President of Opus Agency, a strategic experiential marketing agency that works with some of the world's most influential brands. Kim started her career at Opus in 1998 as a Senior Event Manager before leaving to work with global brands like Intel, Nike, and the NBA. She returned to Opus in 2017, where she took on the role of Chief Growth Officer before being promoted to President. Throughout a career spanning more than 20 years, Kim has been a leader in global experience and event marketing for both brands and agencies. Her expertise helped Opus earn a perennial listing as one of the Inc. 5000 "Fastest-Growing Private Companies in America."

Building processes for your business should never be done just for the sake of it. Every leader needs to have solid reasons and goals behind those systems to ensure that their team embraces them consistently and effectively. So, how can you implement processes that your team wants to follow?

Creating and documenting processes may appear boring, draining, or time-consuming. However, Kim Kopetz knows that in order to build a thriving business, increase efficiency, and scale quickly, processes have to be given top priority. To effectively implement them for your team, she advises you to start by communicating why certain processes exist and what their purposes are. This way, your team will understand the benefits of systematizing your business.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Kim Kopetz, the President of Opus Agency, to talk about building processes in the events industry. Kim explains the importance of having objectives when documenting processes, what leaders need to do to ensure their team implements those processes, and how to encourage a culture of curiosity in an organization.

Patrick Valtin is the CEO of HireBox, an exclusive pre-hire assessment platform that accurately evaluates an applicant's job-related soft skills. He is also a talent acquisition and retention consultant who has trained over 140,000 business owners on hiring, management, business strategies, leadership, and sales. Additionally, Patrick is the best-selling author of No-Fail Hiring 2.0 and Taking Off the Mask and a world-renowned public speaker on the subject of recruitment branding strategy. With over 30 years of business experience, Patrick has helped more than 5,000 small businesses hire great people.

Did you know that every business is legally required to have a good hiring process? Many small business owners don't take the time to create effective talent acquisition systems, but this could end up costing them — in more ways than one.

According to Patrick Valtin, the Equal Employment Opportunity Commission (EEOC) can take action against your company if it finds out that you don't have fair and documented hiring systems in place. Therefore, taking the time to develop an efficient hiring process can save you a lot of frustration in the form of lawsuits or fines. But, this isn't the only way that recruiting systems can save your business. As Patrick says, incorporating more steps into your talent acquisition process can help you boost your team's performance, improve your company's happiness index, and much more.

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Patrick Valtin, the CEO of HireBox, to talk about the importance of implementing systems in your hiring process. Patrick discusses the common mistakes recruiters make when hiring new talent and shares his advice for evaluating a candidate's honesty and soft skills. He also explains why it's important to have a standard hiring process for all candidates.

Carl Smith is the Owner of the Bureau of Digital, a community made up of digital leaders. Carl spent 14 years in digital marketing before launching his first digital agency, nGen Works, which he ran for over a decade. He was introduced to the Bureau of Digital while running his agency and, in the process, fell in love with connecting digital marketers and building a community in the industry. A few years later, he took over the Bureau of Digital, and he now spends every day connecting with digital professionals to give them the support they need.

What are your thoughts on using systems and documenting processes in your business? Do you see them as a hindrance from your core business functions? Are you hesitant to implement them for fear of changing too much too quickly?

As Carl Smith built and grew his digital agency, he viewed systems as unnecessary because of the frequent changes that were happening in his industry. Carl and his team preferred moving with those changes in a bid to stay up-to-date with their competitors, and this prevented them from documenting their processes. Eventually, however, they realized the value of implementing efficient systems and overcame the challenges in their business by creating, documenting, and consistently updating their processes.

In this episode of the Systems Simplified podcast, Adi Klevit interviews Carl Smith, the Owner of the Bureau of Digital, about how he uses systems to build a community of digital leaders. Carl discusses his introduction to the Bureau of Digital, how the community has evolved over the past few years, and the efficient systems and processes that help the community thrive. Stay tuned.