Episoder
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Brooke Lively is the Founder, CEO, and President of Cathedral Capital (CathCap), which empowers entrepreneurs to achieve their financial goals. As a CFO and profitability strategist, she helps business leaders in fast-growing companies turn their organizations into profitable, thriving businesses. Brooke has been named Top 25 Women to Watch from 2016-2020, Diversity Journal's Women Worth Watching, and Fort Worth’s 2016 CFO of the Year.
In this episode:Some business owners want to grow their companies enough to retire early. This requires understanding cash flow and making data-driven decisions. How can you boost profitability to offboard yourself from your business?
As a CFO, Brooke Lively says businesses must analyze each service to determine production costs and profit margins. This allows you to identify ideal marketing and sales efforts and give team members a strategic direction for the company. Brooke recommends implementing the Entrepreneurial Operating System (EOS) to empower team members to follow data-driven processes and move the company forward.
In today’s episode of Systems Simplified, the Founder, CEO, and President of Cathedral Capital, Brooke Lively, joins Adi Klevit to discuss small business growth and profitability. Brooke explains why small businesses should acquire a CFO, how to delegate tasks using EOS, and a CFO’s roles and responsibilities.
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Damion Lupo is the Chief Investment Officer and a board member at FrameTec™, a manufacturing and framing services provider. He provides strategic advice and guidance for the company’s national rollout. As a 35-year veteran entrepreneur, Damion has started over 70 companies in private equity, real estate, and finance.
In this episode:Retirement plans are top of mind for many entrepreneurs, but a profitable plan requires a stable and thriving business. How can you invest in your business to yield long-term results?
Having written the playbook for profitable retirement, Damion Lupo advises building a business around a market need to create, educate, and empower a community of customers. This requires systemizing the company according to market dynamics and developing consistent processes that can scale with current trends. Damion emphasizes that creating a service-based culture increases profits, allowing you to build a profitable business that will culminate in a robust retirement plan.
In this episode of Systems Simplified, Adi Klevit hosts Damion Lupo, the Chief Investment Officer and a board member at FrameTec™, to discuss generating a business model for retirement. Damion talks about his lucrative retirement process, his experience starting and scaling a home construction company, and how to take control of your entrepreneurial endeavors.
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Benjamin Moróne is the Founder of Zabota, a recruitment agency for European and Latin American English-speaking talent. He is also the Founder of VA Tasks, which outsources tasks to virtual assistants. Before founding Zabota and VA Tasks, Benjamin was one of the first employees at a rapidly growing tech startup.
In this episode:With global and remote businesses becoming standard, hiring overseas talent allows entrepreneurs to complete tasks and scale their businesses at accelerated rates. Yet, differing time zones, frequent internet outages, and communication and cultural differences can make working with global talent a challenge. How can you collaborate with these individuals effectively to build a thriving workforce?
Talent specialist Benjamin Moróne eliminates potential knowledge and communication barriers with global workforces by developing systemized playbooks and documenting processes. This streamlines the onboarding and training process, allowing entrepreneurs to focus on business growth. Before hiring global candidates, you must assess the role’s KPIs and align them with larger organizational goals and culture requirements.
In this week’s episode of Systems Simplified, Adi Klevit talks to Benjamin Moróne, the Founder of Zabota, about creating a hiring process for global workforces. Benjamin shares how to attract international candidates to your organization, how to collaborate effectively with global talent, and the benefits of working with overseas individuals.
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Jen Hamilton is the Founder and Fractional COO at Hamilton COOs, a professional service firm for small business owners and COOs. As a CPA turned fractional COO, she advises CEOs and COOs to empower and grow small businesses through strategic leadership. Jen has over two decades of experience helping companies achieve their visions.
In this episode:Many small businesses lack an efficient human capital system as they struggle to place the right people in the right seats. An effective system requires organization-wide process documentation and implementation. How can you obtain company buy-in to systemize your business?
As a fractional COO for business leaders, Jen Hamilton maintains that companies should embed processes into every stage of their operations, from hiring and recruiting to sales and bookkeeping. Yet, it’s not enough to simply document the processes; leaders and team members must adhere to them and make updates regularly. This requires demonstrating organizational value and communicating expectations to encourage process adoption and accountability from the top down.
Join Adi Klevit in this episode of Systems Simplified as she sits down with Jen Hamilton, the Founder and Fractional COO at Hamilton COOs, to discuss how COOs and other leaders can adopt and implement processes. Jen explains the difference between a full-time and fractional COO, how she ensures process follow-through, and how she became a fractional COO.
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Jessica Gomez is the Founder and CEO of Rogue Valley Microdevices, a full-service company specializing in MES and biomedical device fabrication. With experience in semiconductor processing and product management, she has worked with visionary companies in the automotive, biomedical, agriculture, military, aerospace, and industrial markets. Jessica is a member of the SEMI Board of Industry Leaders and the Oregon Business Council and is Chairman of the Board for Rogue Workforce Partnership.
In this episode:During economic uncertainty and financial distress, it can be difficult for entrepreneurs to maintain composure. Yet sustaining growth requires resilience and strategic action. How can you navigate your company through turbulent times?
Biomedical device pioneer Jessica Gomez maintains that inaction during a crisis is the worst mistake entrepreneurs can make. During the 2008 recession, Jessica laid off her entire staff, forcing her to restructure her company’s growth trajectory. She implemented robust hiring systems and expanded her service capabilities to reach a broader customer base. When developing a hiring process, Jessica recommends establishing a culture and hiring individuals who can uphold the company’s vision and values.
In the latest episode of Systems Simplified, Adi Klevit talks with Jessica Gomez, the Founder and CEO of Rogue Valley Microdevices, about how she propelled her company forward during a crisis. Jessica shares how implementing systems helped her overcome growth barriers, the characteristics of her company’s culture, and the future of her business in its dynamic industry.
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Max Friar is the Managing Partner of Calder Capital, LLC, a nationally recognized M&A firm. Having entered the M&A space in 2005, he began his career as the Director of Marketing for a Midwest M&A firm. Max has also invested in, bought, and sold closely-held businesses, serving as a Partner and Co-founder at Weinkauf Plumbing & Heating, Inc. and Small Business Deal Advisors.
In this episode:It’s rare for small businesses to document standard processes and procedures, let alone job descriptions. However, this is essential for growth or to sell the company. How can you develop sound processes to attract ideal buyers?
According to M&A expert Max Friar, implementing and documenting systems presents small businesses as organized and operationally efficient, making them more attractive to potential buyers. Investors and buyers look for businesses that can operate independently of their owners, so having repeatable processes increases your company’s value in the market. By transferring your knowledge into comprehensible systems, you can grow your company for an eventual exit.
Tune in to the latest episode of Systems Simplified as Adi Klevit welcomes Max Friar, the Managing Partner of Calder Capital, to discuss developing processes to sell your business. Max shares his go-to automation tools, his system for attracting buyers, and his definition of lower-middle market businesses.
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Dan Pfister is the Founder of WinBack Labs, which helps companies win back lost customers. He has generated over 50,000 customers, allowing him to work with brands and notable figures like Fidelity Investments and Tony Robbins. With over 20 years of marketing experience, Dan generated 57x ROI from his first win-back campaign.
In this episode:Customers leave for many reasons, and it’s not always because they’re unsatisfied. Businesses often acquire new customers rather than winning back churned ones, believing they’re a lost cause. However, these customers hold the highest ROI potential. How can you reengage them before it’s too late?
Customer retention marketer Dan Pfister leverages a proven system to win back lost customers. It involves identifying why your customers left and whether it’s profitable to reengage them. You can accomplish this through qualitative and quantitative surveys. Once you have a list of customers you want to retain, Dan advises determining their needs and creating additional value through personalized offers. You can also prevent churn by communicating with your customers consistently and encouraging them to provide feedback.
In the latest episode of Systems Simplified, Adi Klevit talks with Dan Pfister, the Founder of WinBack Labs, about winning back lost customers. Dan explains how he leverages data systems to reengage customers, why customers leave, and how to prevent them from going.
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Pat Mancuso is the CEO of Mancuso Consulting Group and a highly recognized thought leader dedicated to helping CEOs, business owners, and entrepreneurs maximize their potential through coaching and consulting. Having spent over 30 years working with company owners, leaders, and sales teams, Pat has over 25,000 hours of coaching and consulting experience.
As a serial entrepreneur who has launched multiple successful companies, Pat understands how to scale a business sustainably. He helps businesses improve their leadership and performance through a proprietary system, RSTMM® (Recruit, Select, Train, Manage, and Motivate), which enables companies to select, train, manage, and motivate the right people in the right positions.
In this episode:The three most substantial roadblocks in an entrepreneur's journey involve hiring, finances, and sales. Business owners may make rash hiring decisions they regret later, mismanage their finances, or lack a steady lead generation system for sales. How can you align these fundamental aspects to reach the next destination in your business?
Business consultant Pat Mancuso has developed a proprietary system for eliminating roadblocks and developing a clear path for growth. He maintains that businesses must first acquire a third-party manager who can provide objective guidance. Entrepreneurs can then implement a behavior-based hiring system that aligns leadership candidates’ behaviors with role responsibilities and identifies their career trajectories. A manager can also encourage business owners to review their balance sheets, align them with future business goals, and develop a process to measure ROI on sales initiatives.
In this episode of Systems Simplified, Pat Mancuso, the CEO of Mancuso Consulting Group, joins Adi Klevit to discuss optimizing your business for future growth. Pat shares how his first real estate business shaped his career, how to avoid common business pitfalls, and the lessons he learned from his first partnership.
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Nathan Baar is the Founder and CEO of HealthBar, which offers custom health services provided by skilled clinicians. He is also the Co-founder and Partner of DecentraCare, a healthcare staffing company, and the Board President at Nurses Saving Nurses, an organization empowering nurses. As a registered nurse, Nathan combines business and clinical healthcare.
In this episode:Disrupting a long-established business model is a huge undertaking, especially in industries resistant to radical change like healthcare. How can you execute a new business model effectively?
Having enabled access to preventative healthcare, Nathan Baar says that the key to initiating a revolutionary business model is to acquire early adopters. This involves guiding businesses or clients through a test phase and using the results for widespread education and implementation. Nathan also cites the role of strong processes in a new model’s long-term performance, emphasizing the importance of repeatable systems.
In today’s episode of Systems Simplified, Adi Klevit chats with Nathan Baar, the Founder and CEO of HealthBar, about how he subverted traditional healthcare models using sound systems and processes. He describes how to market a new business model, how he navigates the burden of entrepreneurship, and how a patient received lifesaving care from HealthBar.
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Jonathan Small is the host of the Write About Now podcast and the author of the book of the same name, which is based on the podcast. In 2020, he launched Strike Fire Productions, a podcast production company offering full-service production and consulting to high-profile clients, including the Screen Actors Guild and Purely Elizabeth. Jonathan has worked as a multimedia storyteller for top media companies like The New York Times and Hearst. He is also a Chief Content Strategist at Maverick Public Relations.
In this episode:Most entrepreneurs struggle to differentiate themselves or their businesses in the market at some point during their journey. Yet every entrepreneur has a unique origin story that distinguishes them from their competition. How can you convey your story to bring value to your business and customers?
Passionate about storytelling, producer and journalist Jonathan Small identified podcasting as the ideal medium to convey origin stories. He maintains that these stories allow you to communicate authentically with your audience. Jonathan’s narrative system involves identifying a hurdle you overcame in your business and sharing it as an inspirational story for others. You can also determine and convey your purpose for launching your business and conquering challenges, making you more relatable to your audience.
Tune in to the latest episode of Systems Simplified as Adi Klevit sits down with Jonathan Small, the host and author of Write About Now, to talk about the process of storytelling in entrepreneurship. Jonathan explains the value proposition of an entrepreneur’s origin story, how he wrote a book based on podcast interviews, and how to convey your purpose.
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Eric Doumani is the Owner of Sunset Outdoor Creations, a family-owned general contracting business specializing in swimming pools and outdoor construction. Eric designs and builds pools and has led Sunset Outdoor Creations to become one of the top pool builders in Southern California.
In this episode:If you’re burned out managing every aspect of your business, from clients to administrative tasks, it may be time for some structure. Yet many business owners in this situation hesitate to implement the proper systems and processes since they often fear the unknown outcomes. How can implementing and documenting processes make a transformative impact on your business?
While working long hours managing operations, projects, and selling, entrepreneur Eric Doumani felt hopeless and discouraged. He was so unfamiliar with delegation, hiring, and onboarding that when presented with systems to streamline his business, he became uneasy. However, after documenting and implementing delegation and hiring processes through interactive flow charts and step-by-step instructions, Eric acquired an office and project manager, allowing him to step away from the business and gain freedom.
In today’s episode of Systems Simplified, Adi Klevit hosts Eric Doumani, the Owner of Sunset Outdoor Creations, to talk about how he transformed his business through delegation and hiring systems. Eric talks about the obstacles he faced while delegating, the key attributes of entrepreneurs, and how he overcame the lowest point in his business.
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John Tarnoff is an Executive and Mid-career Transition Coach at Mid-Career Lab, where he helps mid-career professionals land more fulfilling jobs and build sustainable and meaningful careers. After spending 35 years as a field producer in the entertainment industry, John reinvented his career at age 50 to build a global coaching practice. He is a Designing Your Life Certified Coach, a Thrive Global Certified Executive Coach, and the author of Boomer Reinvention.
In this episode:Since the digital revolution, the job market has become volatile, making it difficult for mid-career professionals to transition to new roles or industries. How can these professionals position themselves in front of hiring managers, and how can companies reinvent their hiring processes to accommodate these individuals?
Having transitioned from a field producer to a career coach, John Tarnoff has developed a system for hiring and recruiting that dismantles ageist constructs. He advises both individuals and hiring managers to build a network of professional relationships to bypass traditional hiring processes and identify top talent. Managers should also focus on candidates’ future goals rather than their past performances to provide them with adequate career development. For mid-career professionals, identifying your purpose and positioning yourself as a thought leader allows you to land qualified and meaningful positions.
Tune in to the latest episode of Systems Simplified as Adi Klevit chats with John Tarnoff, the Executive and Mid-career Transition Coach at Mid-Career Lab, about career development for older professionals. John talks about the evolution of traditional hiring systems, the limiting beliefs around hiring mid-career professionals, and the importance of adaptability and resilience in today’s job market.
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Matthew Pohl is the Owner, CEO, and Principal of The ReWild Group, a research and development company that has produced a transformative business growth strategy. He is also the Founder and Principal of Herculean Litigation Solutions, which provides data analytics solutions for complex commercial litigations. Matthew is the author of Organizational ReWilding Rules for Business Growth, a series of books detailing the seven stages of business growth.
In this episode:Research conducted on small and medium-sized businesses reveals that they often fail to grow because they don’t follow the rules outlined in their specific growth stages. What are these growth stages, and how can you navigate them effectively?
Seasoned entrepreneur Matthew Pohl has spent decades researching business growth systems, which consist of seven stages distinguished by the number of people on your team. Each stage focuses on people, processes, and profits, which you prioritize based on your current growth level. Matthew maintains that stage three is the most pivotal since it involves building your teams to prepare for delegation. Transitioning to the next stage successfully requires completing the previous phase’s requirements, like optimizing profits in stage two and developing a management team in stage three.
Tune in to the latest episode of Systems Simplified as Adi Klevit sits down with Matthew Pohl, the Owner, CEO, and Principal of The ReWild Group, to discuss the seven stages of growth. Matthew talks about the importance of assessing your company’s current growth stage, how to advance to the next level, and the systems for effective delegation.
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Betsy Pepine is the Owner and a Real Estate Broker at Pepine Realty, a brokerage firm named as one of the Inc. 5000 fastest-growing companies. As a serial real estate entrepreneur, she owns several companies in addition to a real estate brokerage, including a property management firm, a title company, a short-term rental business, and a real estate school. Betsy also founded Pepine Gives, a 501(c)(3) non-profit foundation that provides families facing housing insecurity with affordable and safe homes.
In this episode:You could be at the height of your career with a burgeoning business that you built from the ground up, but without proper structures, systems, or a culture, it’s difficult to sustain long-term. How can you transform your business to make an impact on your team and achieve personal satisfaction?
When starting out, real estate powerhouse Betsy Pepine lacked business processes and a definite culture, acquiring only 1099 contractors who couldn’t drive any meaningful career growth. After her valued assistant quit, Betsy realized she couldn’t scale her business without structure and a sense of community. She began implementing EOS and other processes, hiring employees who aligned with her core values, and fostering relationships with her team to help them achieve their career goals. Betsy emphasizes the impact of nurturing your team beyond their professional capabilities, recognizing them for their character to gain loyalty.
Tune in to this week’s episode of Systems Simplified as Adi Klevit welcomes Betsy Pepine, the Owner and a Real Estate Broker at Pepine Realty, to discuss how she created a powerful shift in her company’s trajectory. Betsy talks about integrating work culture with personal fulfillment, her core principles of personal and professional success, and her recently released book.
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Eisha Armstrong is the Co-founder and Executive Chairperson at Vecteris, which helps B2B companies productize their services and solution offerings. With over 25 years of experience launching data and information service businesses, she advises executives on building cultures that foster product innovation. Eisha is also the author of the best-selling books Productize and Fearless. Committed to empowering women, she has contributed to organizations, including Women Helping Women, and is a Limited Partner at New Wave Impact, a women’s investment firm.
In this episode:Productization has emerged as a method for marketing and selling services to clients who lack the time and resources to perform in-house functions. The process involves multiple service levels that businesses can choose based on their capabilities. How can you productize your services and determine an ideal offering?
Productization veteran Eisha Armstrong says the most common method of productizing your services involves systemizing service delivery by implementing technology and packaging and pricing your offers like products. You can also promote one-time offerings like educational courses and books or product-as-a-service offers like software that performs specific business functions. Most businesses observe significant growth after implementing the first productization process, whereas others observe opportunities to diversify by bundling products and services.
In this latest episode of Systems Simplified, Adi Klevit sits down with Eisha Armstrong, the Co-founder and Executive Chairperson of Vecteris, to discuss productizing your services. Eisha explains whether it’s profitable to bundle products and services, the premise of her books, and how to package and price services.
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Brian Drucks is the Founder and CEO of Where Trades Go, a recruiting app that matches tradespeople and subcontractors with construction jobs. He is also the President of Drucks Inc., a commercial painting firm. As a versatile professional, Brian has 40 years of experience in the painting industry and is a public speaker and trainer for various trade associations. He began his career in the music industry, working on soundtracks for films and playing on stages with recognizable names.
In this episode:Recruiting, hiring, and onboarding in the trades industry are fractured systems. Companies either provide new employees with tools and set them loose, implement sophisticated training programs for new hires, or recruit tradespeople right out of school through apprenticeship programs. How can you unify these systems to identify skilled workers?
With 40 years of trade experience starting in his family’s business, Brian Drucks repeatedly encountered recruitment challenges. He developed a solution that eliminates the guesswork in hiring and recruiting by matching companies with skilled laborers. Once you identify a worker whose profile matches your ideal qualifications, Brian recommends implementing mentorship programs that allow veteran employees to delegate processes to newcomers, creating a scalable system that optimizes business outcomes.
In today’s Systems Simplified episode, Adi Klevit chats with Brian Drucks, the Founder and CEO of Where Trades Go, about revolutionizing recruitment in the trades industry. Brian shares how Where Trades Go acts like a dating app for companies and workers, how to onboard new employees effectively, and how to provide educational opportunities for new tradespeople.
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Tammy Alvarez is the Founder and CEO of Career Winners Circle, a comprehensive collection of coaching and training programs that helps leaders grow their careers. With 20 years of C-suite experience on Wall Street, she understands how to coach and advise mid- to senior-level leaders on maximizing their careers. Tammy lectures on various leadership topics at Cornell University and has delivered her women in leadership program to the institution’s Entrepreneurial Incubator program.
In this episode:Some employees and leaders radiate energy and determination, while others simply go through the motions and lack passion. What causes this disparity, and how can business owners shift the balance toward a more engaged and dynamic team?
Former C-suite executive turned career coach Tammy Alvarez notes that everyone is the CEO of their careers, so entrepreneurs should encourage their teams to treat their positions like a business. This requires positioning leaders to embrace the mindset shift and restructuring the business model to accommodate employees’ strengths. Business owners can also identify and gauge positive behavior, provide employees and leaders with a unique purpose, and balance empowerment with accountability.
In this week’s episode of Systems Simplified, Adi Klevit hosts Tammy Alvarez, the Founder and CEO of Career Winners Circle, to talk about how entrepreneurs can promote career fulfillment. Tammy shares how to promote teamwork and productivity, the four-step system to fostering a fulfilling culture, and the common causes of career disengagement.
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Ken Trupke is the Founder and President of Clarity Advisors, a consulting company that has developed a proven system for business growth. As an executive leader and business advisor, he helps companies refocus their teams to increase sales and scale profits. Ken is also the President of ProTrainings, a nationally recognized e-learning company, and the host of The Clarity Advisors Show.
In this episode:Most entrepreneurs have goals for their businesses, but without clear directions, they run themselves and their teams in circles when trying to execute them. How can you gain clarity and align your team to achieve your goals?
Leadership consultant and advisor Ken Trupke has developed a strategic system for identifying, executing, and achieving goals. The methodology begins with the leader defining the objective that yields the highest ROI before allowing the team to develop a process for execution. This often involves evaluating your customers and their needs and your product and service offerings. Once you’ve defined your goals, Ken advises holding team members accountable by facilitating a daily or weekly standup meeting that tracks company-wide progress.
In today’s episode of Systems Simplified, Adi Klevit sits down with Ken Trupke, the Founder and President of Clarity Advisors, to discuss developing focused and cohesive business goals. Ken shares processes for conducting daily standup meetings, the importance of narrowing down goals for maximum ROI, and how to integrate daily practices to build productive energy among team members.
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David Pollard is the Co-founder, Principal, and Creative Director of LivCo, a design and building company offering residential remodeling and additions. Since its founding, LivCo has completed over 250 renovations and custom home projects and has won numerous awards, including 20 Chicago Remodeling Excellence awards. David is a licensed architect in Illinois and North Carolina, NCARB Certified, and a LEED Accredited Professional. He has worked for several leading design firms in Chicago, including Optima and Goettsch Partners, and was the director of design for a residential developer.
In this episode:No matter your industry, systems and processes are the basis for every operational decision. Even in our personal lives, we unconsciously implement processes for time management and decision-making. How can you develop structured systems and ensure they align with your business?
In architectural design, processes are instrumental in everything from designing blueprints and executing construction plans to meeting deadlines and onboarding clients. After implementing strategic systems in his remodeling business, David Pollard observed increased team performance, client satisfaction, and revenue. Since growing his revenue by 5x, he recommends beginning with basic processes like automations and technology integrations before developing team structures with leaders who can hold team members accountable to process adherence.
Join Adi Klevit in the latest Systems Simplified episode as she welcomes David Pollard, the Co-founder, Principal, and Creative Director of LivCo, to talk about how he scaled his architectural design business using processes. David shares how to implement processes for visual project tracking, meeting agendas, and client onboarding, leading to reduced stress and saved time.
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Dave Crowell is the Principal Owner of Gateway Consulting, a consulting company that grows entrepreneurial businesses by launching new ideas and building strong teams. With over 25 years of experience in the building and home improvement industry, he served as an executive leader in sales development, during which he coached and mentored teams. Dave serves as an advisor to manufacturers, specialty dealers, and business owners, helping them grow talent and improve sales and marketing.
In this episode:In a competitive landscape where customer satisfaction can make or break a business, creating a personalized and streamlined journey is crucial. What strategies can you leverage to ensure every customer interaction leaves a lasting impression and drives business growth?
Home service leader Dave Crowell lists people, technology, and processes as the keys to company growth. Your customers are your greatest asset, so your growth strategies should include predefining fundamental touchpoints to maximize their experience. This involves training your team on customer service by implementing and documenting repeatable processes exclusive to your business and clients. You can also integrate technological efficiencies to execute these processes and streamline the customer journey.
In the latest episode of Systems Simplified, Adi Klevit speaks with Dave Crowell, the Principal Owner of Gateway Consulting, about creating specific customer-centric processes for business growth. Dave talks about aligning people, processes, and technology to enhance company performance, creating customer journeys that exceed expectations, and ensuring effective process follow-through.
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