Episodi
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In This Episode
What does authentic public relations actually look like in practice? In this conversation, Adi Klevit speaks with Senja Spelman about how to build powerful marketing systems rooted in purpose, not just promotion.
Senja shares her journey from working in dental and disaster restoration to becoming a sought-after PR leader in home improvement. She highlights how storytelling, local partnerships, and authenticity have helped scale brands while staying true to their values. One standout initiativeâBaths for the Braveâshowcases how thoughtful PR can drive national recognition and meaningful change.
Together, Adi and Senja explore the systems behind consistent community engagement, how to identify causes aligned with company values, and why retention and recruitment often benefit just as much as brand reputation. If youâre looking to build a marketing strategy that resonates and drives results, this episode is packed with actionable insights.
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In This Episode
When it comes to selling your business, systems are everything. In this engaging conversation, Claudio Vilas joins host Adi Klevit to break down the essential steps for preparing a business to be soldâespecially to private equity.
Claudio explains how structuring your company with clean financials and transferable processes can dramatically increase its value. He walks through common deal structures, including the benefits of taking âchips off the tableâ while reinvesting for a second payday. Claudio also shares who private equity is not for and what disqualifies a business from being attractive to professional buyers.
This episode is a practical guide for any business owner considering an exit. With a strong focus on financial discipline and operational systems, Claudio and Adi outline how to build a business that thrivesâwith or without its founder.
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Episodi mancanti?
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In This Episode
What if selling your business felt more like a calculated strategy than a hopeful gamble?
In this episode of the System Simplified podcast, host Adi Klevit talks with business consultant and author David Barnett about the hidden complexities of buying and selling small businessesâand how systems play a pivotal role in both. David shares his journey from frustrated business broker to process-driven consultant, offering a behind-the-scenes look at what really drives successful business transactions.
He breaks down the sellerâs journey into distinct phases: from valuation and packaging to buyer interaction and due diligence. David also reveals how lack of documentation and disorganized operations can derail a dealâor significantly lower a companyâs value. This episode is packed with practical advice for both business owners looking to exit and buyers looking for peace of mind.
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In This Episode:
Tired of chasing viral fame that doesnât move the needle? Nate Woodbury shares a smarter path. In this episode of the Systems Simplified podcast, host Adi Klevit talks with Nate about using YouTube as a repeatable, scalable lead generation system. Nate walks us through his unique âLeaf Strategy,â a method that identifies hyper-specific, frequently searched questions and answers them in short-form video contentâeffectively placing your expertise right where your ideal customer is already looking.
They also discuss the misconception that going viral is the goal. Instead, Nate emphasizes marketing over nurturing: focusing on visibility to new audiences rather than simply engaging existing followers. He breaks down the process heâs refined over 11+ yearsâeverything from planning, scripting (or avoiding it), filming, and optimizing video content that delivers leads without needing paid promotion or backlinking.
Whether you're a seasoned business owner or new to YouTube, this episode shows how a systematized content strategy can build authority, increase visibility, and generate consistent leads with less effort than you might expect.
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In This Episode
What happens when a thriving business suddenly loses 86% of its revenue in just four weeks? Burt Copeland knows firsthandâand he turned that crisis into a calling.
In this engaging episode, host Adi Klevit interviews Burt about the near-collapse of his construction company in 2008 and how that life-altering event led to founding New Life CFO. Together, they explore why financial systems and processes are critical to long-term business health and how most CEOs overlook key risks by focusing too much on sales and too little on operations.
From diagnosing margin issues to leveraging financial reporting for deeper operational insight, Burt shares actionable strategies business owners can implement to strengthen foundations before scaling. He also reveals the surprising power of letting goâwhy documenting your knowledge and stepping back from day-to-day roles can dramatically increase a companyâs valuation and readiness for exit.
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In This Episode
What if your lowest point in life was actually your greatest opportunity?
In this inspiring episode of the Systems Simplified podcast, host Adi Klevit welcomes back Suzie Hall to discuss her powerful personal and professional transformation. Suzie shares how she turned betrayal and upheaval into a "halftime" momentâresetting her mindset, rebuilding her life, and designing her path to joy, abundance, and a tenfold business expansion.
Suzie opens up about the systems she put in place, both internally and externally. From outsourcing design work to developing a daily âmorning groove,â she describes how intentional structure gave her the foundation to growâand to lead with authenticity. Suzie also emphasizes the importance of choosing high-quality inputs, surrounding yourself with the right people, and playing the long game by designing your life backwards from the outcomes you want.
This episode is not just a storyâitâs a blueprint for entrepreneurs ready to shift from survival to design, from smallness to expansion.
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In This Episode
What if the key to unlocking business growth is documenting whatâs already in your head?
In this uplifting episode of Systems Simplified, host Adi Klevit talks with Len Oppenheimer about his transformational journey from being deeply entrenched in daily operations to building a business that runs without him. Len shares how Golden Box, a family-founded packaging company, scaled from a kitchen-table venture to a structured, scalable organization by implementing repeatable systems.
Through a candid conversation, Len outlines how documenting SOPs changed everythingâfrom onboarding his first long-term employee to attracting top-tier leadership. He shares how defining core processes not only improved efficiency but also reinforced the company's family-oriented cultureâeven without family in the business. For entrepreneurs considering that next leap, Lenâs insights on achieving what he calls the âReturn on Freedomâ are both practical and inspiring.
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In This Episode
In this episode of the Systems Simplified podcast, Adi Klevit sits down with Victor Cho to discuss the balance between artificial intelligence and authentic human interaction. They explore the practical systems that businesses can implement to nurture deeper relationships using asynchronous, video-based tools like Emovid. Adi and Victor delve into how these systems support remote work, hiring, and ongoing communication, all while reinforcing trust and saving time. They also tackle the broader implications of AI in society and how systems thinking, emotional intelligence, and purposeful leadership can shape a human-centered technological future.
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In This Episode
What happens when you combine decades of marketing expertise with a deep appreciation for systems? You get Jay Berkowitzâs framework for helping law firms grow through scalable, data-driven marketing strategies.
In this episode of the Systems Simplified podcast, Adi Klevit sits down with Jay to break down the Ten Golden Rules of Online Marketing. They discuss why online marketing is both art and science, and how building a repeatable systemâfrom SEO to intake follow-upsâcan turn clicks into paying clients. Jay shares his law firm growth formula, explains the importance of tracking every touchpoint, and emphasizes the role of processes in client experience and referral generation.
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In This Episode
When your business starts growing faster than you can manage, whatâs your next move? For Kate Guillen, the answer was systems. In this episode of the Systems Simplified podcast, Adi Klevit speaks with Kate about how she scaled Simplicity Ops by embedding systems, workflows, and automation into every layer of her business. Kate explains how she turned her CRM into the central hub of operations, leveraged AI tools for documentation and client communication, and built an online learning platform that allowed her to triple her client load without sacrificing quality. Together, they unpack how even service-based businesses can grow without becoming chaoticâif you build the right systems.
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In This Episode
Is your marketing producing real ROIâor just noise?
Rajat Kapur joins Adi Klevit to unpack the most common mistakes businesses make in marketing strategy and execution. He explains why so many companies waste money on quick fixes, how to craft a true unique value proposition, and the power of understanding your buyerâs decision process. Rajat also highlights the importance of systemsâboth in marketing and business overallâand why even creatives should embrace process if they want to scale. This is a must-listen for any business leader looking to grow with intention.
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In This Episode
What happens when a high-achieving marketing executive transforms her burnout into a mission to help others build sustainable, people-centered companies?
In this episode of the Systems Simplified podcast, Adi Klevit talks with Briana Hetherington about how systems, core values, and mindset work together to create thriving learning organizations. They discuss how Briana supports contractors with Altruistic Advisory, the crucial steps to preparing a company for exit, and the power of documenting processes to ensure consistency, scalability, and retention. Briana also shares how business owners can reprogram daily habits and team behavior by aligning culture with core values and continual learning.
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In This Episode
What makes a successful negotiator? Itâs not just tactics or sharp suits â itâs structure, mindset, and clarity.
In this episode of the Systems Simplified podcast, Adi Klevit speaks with dealmaker and legal strategist Corey Kupfer about the systems that power high-level negotiations and business growth. They discuss how to prepare for deals before they happen, including the creation of digital data rooms, legal checklists, and due diligence workflows. Corey shares his three-part framework â Clarity, Detachment, and Equilibrium â which forms the foundation of his book Authentic Negotiating, and explains how business owners can use systems to build confidence, reduce risk, and scale responsibly. The conversation is filled with practical insights for entrepreneurs preparing for partnerships, fundraising, or future exits.
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In This Episode
In this episode of the Systems Simplified podcast, Adi Klevit interviews Leah Bitar about scaling a family-owned construction business using intentional systems and modern strategies. Leah shares how growing up in the business shaped her leadership mindset and how breaking generational assumptions around marketing and delegation helped unlock significant growth. She also discusses how planning for transitions, attending conferences, and documenting expectations foster team accountability and long-term success.
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In This Episode
What if helping your employees feel healthier could also help your business grow?
In todayâs conversation, Danielle Dinkelman shares the behind-the-scenes story of how she went from a music studio owner to an expert in employee wellness coaching. She explains why traditional employee assistance programs (EAPs) often fail to get engagement and how small businesses can implement meaningful wellness initiatives that employees actually use. Danielle discusses how wellness programs bridge the gap between personal wellbeing and professional performance, the mindset leaders need to successfully introduce such programs, and why wellness is no longer just a "nice to have" â it's a business necessity.
Adi and Danielle also dive into how ACW Coaching designs customized, HIPAA-compliant programs that integrate seamlessly into a company's existing culture, fostering healthier individuals and stronger organizations.
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In This Episode
What is accountability, reallyâand how do you build a culture where it thrives? In this powerful episode of System Simplified, Eric Albertson draws from decades of coaching entrepreneurial leadership teams to break down the misunderstood and often mismanaged concept of accountability.
Eric explains how most businesses suffer from a lack of shared understanding between leadership and employees. He emphasizes the critical need for clearly written agreements and defined processes to establish trust and ensure consistent results. Adi and Eric also explore why leaders must model accountability themselves and how the process of teaching it across an organization can take time but yield tremendous returns.
Together, they make the case for using systems as the foundation for accountabilityâempowering team members to speak up, fix broken processes, and hold each other to clear, achievable standards.
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In This Episode
Dan Kuschell joins Adi Klevit to share how founders can scale businesses without burnout by implementing simple yet powerful systems. Drawing on his 30+ years of entrepreneurial experience, Dan outlines his five-pillar framework to build a business that generates quality leads, closes sales faster, and creates operational freedom.
They explore why the âknow, like, trustâ model is outdated and how shifting to âknow, respect, trustâ better reflects modern buyer psychology. Dan explains how to use connection campaigns, lead machines, and education-based conversion to move prospects from cold to converted without relying entirely on the founder.
Dan also shares how Googleâs research backs his approach and why founders must romance prospects like humansânot transactions. He closes with advice on scaling through automation and systemization while maintaining personal wellbeing and balance.
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In This Episode
Scott Berman shares the full arc of his entrepreneurial journeyâfrom running a struggling startup to leading one of the top home improvement companies in the U.S. In a candid discussion, Scott walks through the operational pitfalls that led to his first companyâs bankruptcy and the hard-earned lessons that fueled his comeback.
He emphasizes the importance of systems, structure, and staying out of the way as a visionary leader. Scott explains why growth without process will only amplify a companyâs weaknesses, and how businesses must break and rebuild their systems regularly to keep improving.
Scott also introduces HeavySet Technologies, a powerful AI-driven scheduling platform that automates lead conversion and improves marketing ROI. Throughout the conversation, he shares real-world examples, team accountability insights, and a clear process for building a profitable, scalable business.
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What happens when your companyâs mission and marketing donât speak the same language? David Meyer explains the breakdown he sees all too often: businesses spend time clarifying their vision and valuesâonly to fall flat in their marketing communication. In this episode, he shares how to craft messaging that resonates with customers, reflects company purpose, and drives action.
David outlines a practical framework to align marketing with business strategy. From identifying your unique value to crafting a clear, benefit-driven message in the customerâs language, he reveals the essential components of effective brand communication. He also dives into emotional resonance in messaging, explaining why people make buying decisions with their heartsâand justify them later with logic.
Plus, David shares how companies can think beyond one marketing quarter at a time and create a roadmap that ties every initiative back to core business goals.
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What does it take to productize a service without losing the human touch? In this episode of the System Simplified podcast, Nancy Fox explains how consultants, coaches, and fractional executives can shift from time-based work to scalable, subscription-based business models using productized offerings.
Nancy breaks down the difference between bespoke services and productized systems â and how you can systematize your expertise into roadmaps, methodologies, assessments, or subscription tools that deliver repeatable results. She also explains why productized services not only create more consistent revenue but also increase the long-term value and sellability of a business.
Adi and Nancy explore multiple real-world examples, including how a plumbing consultant could build a repeatable upsell system or how a strategic advisor might develop a predictive scenarioplanning tool. Whether youâre a solopreneur or a fractional executive, this episode offers actionable ideas to shift from one-to-one delivery to scalable, systematized growth.
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