In This Episode In this episode of Systems Simplified, Adi Klevit speaks with Peter Goldstein about how entrepreneurs can build investor-ready companies by shifting their mindset and establishing strong systems early on. Peter shares his journey from launching a specialty food distribution company in New York in his twenties to achieving his first strategic exit at age 30. This early success shaped his perspective on scaling, exiting, and eventually working in capital markets with companies around the world A central theme is the exit mindset, the practice of running a business as if it is preparing for a future sale, merger, or IPO. Peter explains how this mindset affects financial reporting, legal frameworks, and operational structures. He uses the analogy of keeping your house in excellent condition not only when you are ready to sell but while you live in it, ensuring both enjoyment and readiness for future opportunities Peter also clarifies that companies do not need to be unicorns to go public. Nasdaq and the New York Stock Exchange offer tiers suited for smaller, emerging companies. He outlines both the opportunities and the challenges of going public, including governance, compliance, and managing investor expectations. Investors value governance, cash flow, and scalability more than hype, and these elements determine whether a business is truly investor-ready Finally, Peter emphasizes that systems and processes create confidence. When clear, repeatable systems are in place, teams, stakeholders, and investors trust the company’s ability to grow and perform consistently. This confidence forms the foundation for successful scaling and strategic exits.
In This Episode In this episode of Systems Simplified, Adi Klevit speaks with Marcus Cauchi about the systems and mindsets that separate transactional salespeople from true business partners. Marcus introduces his idea of “intelligently lazy design” — the art of doing less but better, on purpose, over time. Drawing from his background under mentors like Bob Master and Mark Goulston, Marcus explains how building systems that prioritize customer safety and empowerment leads to better decisions and long-term trust. He also breaks down why most companies fail to scale: they focus on the wrong end of the problem. Instead of connecting departments and empowering decision-making at every level, they create silos. For Marcus, a go-to-market strategy isn’t a collection of functions — it’s a living organism. His insights reveal how thoughtful preparation, empathy, and systematic alignment can transform how teams sell, serve, and sustain success.
In This Episode What does real business freedom look like, and how do you achieve it? In this episode of Systems Simplified, host Adi Klevit talks with John Nieuwenburg, founder of W5 Coaching, about how entrepreneurs can move from daily firefighting to structured freedom. John walks through his Five Steps to Freedom framework, which helps business owners progress from start-up chaos to scalable control through repeatable systems and well-documented processes. He also shares practical methods for reclaiming time, improving team performance, and resolving money-related challenges. From identifying your “Oh Sh*t List” to understanding why documentation is key, John offers a clear path toward creating a business that runs smoothly without constant owner involvement.
In This Episode Many leaders focus on growing their businesses through sales, systems, and strategy — but often overlook their most important resource: people. In this episode of the System Simplified podcast, Adi Klevit interviews Velveth Schmitz, CEO of HireBetter, to discuss how intentional talent planning and strong systems work hand-in-hand to build thriving organizations. Velveth shares how HireBetter partners with clients to align their people strategy with business goals — not just filling roles, but building cohesive, values-driven teams. She explains why onboarding should never be an afterthought and how having clear, documented processes helps new hires integrate seamlessly and stay engaged. The conversation also dives into the evolving relationship between people and technology. As an early adopter of AI, Velveth believes automation should amplify human creativity — freeing teams to focus on higher-value, people-centric work. She and Adi explore how leaders can embrace AI without losing sight of culture, communication, and community.
In This Episode When it comes to scaling a business, Cameron Herold believes success lies in the balance between strong systems and strong leadership. In this conversation with host Adi Klevit, Cameron shares how he helped 1-800-GOT-JUNK? grow from a small junk removal company into an international brand by creating simple, repeatable systems that anyone could follow. But systems alone are not enough. As Cameron explains, companies thrive when leaders know how to coach, communicate, and motivate their people to embrace those processes. He emphasizes his mantra of “sell them, don’t tell them” by showing team members how systems make their jobs easier and more profitable. Cameron also offers a bold look at the future. He predicts that AI will transform and even replace many traditional jobs and coaching roles. However, he sees opportunity in adaptability and community, where leaders leverage AI tools to enhance performance and focus on collaboration. Through his COO Alliance, Cameron continues to foster learning, sharing, and leadership evolution among top executives around the world.
In This Episode Many nonprofits juggle multiple software tools that don’t connect, wasting time and money while frustrating staff. The result is often underutilized platforms and organizations stuck in inefficient systems. In this episode of Systems Simplified, host Adi Klevit talks with Sean Littman about how nonprofits can rethink technology and make CRMs work for them instead of against them. Sean explains why most nonprofits don’t need flashy features, how to set up processes before implementing software, and the importance of focusing on marketing capabilities. Whether you run a nonprofit or a small business, Sean’s framework is about building systems that align with how you want to work — so you can maximize adoption, streamline communication, and ultimately scale your impact.
In This Episode Many business owners start by trying to solve a personal problem, but few scale their solution into a franchise that impacts thousands of families. In this episode of Systems Simplified, host Adi Klevit sits down with Natalie Standridge to discuss how Casa de Corazon grew from a home-based childcare into a purpose-driven franchise network. Natalie shares how her passion for bilingual education, clean nutrition, and eco-conscious values shaped her company’s identity—and why systems and documented processes were essential for growth. She also explains how franchising allowed her to multiply impact while maintaining the cultural and educational standards that make Casa unique. For entrepreneurs and parents alike, Natalie’s story demonstrates the power of purpose combined with strong systems.
In This Episode On this episode of Systems Simplified, host Adi Klevit interviews Ab DeWeese about the intersection of artificial intelligence, processes, and people. Ab shares his journey from physics and engineering into AI education, explains how he helps both technical and non-technical professionals understand complex AI concepts, and emphasizes the importance of clear workflows as the foundation for automation. Adi and Ab also discuss how entrepreneurs and business leaders can prepare their companies for an AI-powered future — from rethinking processes to hiring employees who embrace new technologies. They highlight why AI should be seen as a tool for augmenting human creativity rather than replacing it, and how businesses can futureproof their workforce while driving productivity and innovation.
In This Episode Many entrepreneurs launch their business with optimism but face financial and operational challenges they never anticipated. In this episode of Systems Simplified, host Adi Klevit talks with Dominique Waples-Trefil about the struggles and breakthroughs she experienced while building Restor Medical Spa. Dominique explains how she and her sister overcame early missteps, including payroll shortfalls and a lack of marketing, by embracing recurring revenue through memberships and creating deeper client loyalty. She also shares how their mission expanded into wellness, helping women regain energy, confidence, and vitality. Adi and Dominique highlight why documented processes and strong operations are essential to scaling. From managing multiple locations to building a launch system, their conversation shows how systems transform a business from survival mode into sustainable growth.
In This Episode Many business owners chase growth by pouring energy into cold outreach or advertising, only to hit burnout and diminishing returns. Adi Klevit, host of the Systems Simplified Podcast, talks with Sandy Stewart about how she faced this challenge firsthand while scaling her consulting firm to multiple locations. Instead of relying on traditional marketing, Sandy developed a framework for building referral ecosystems through strategic alliances. She explains the four-stage process she teaches clients to identify the right partners, build trust, and nurture long-term business relationships. This matters because a few well-built alliances can generate sustainable, pre-qualified referrals that fuel growth for years. Adi and Sandy unpack why relationship health is the next frontier for entrepreneurs and how systems make the difference between scattered networking and lasting partnerships.
In This Episode Many entrepreneurs dream of selling their companies, but what happens after the exit? In this episode of Systems Simplified, host Adi Klevit interviews Alane Boyd about her journey of building and selling SaaS businesses and how rediscovering her love for processes and automation helped her find new purpose. Alane shares the emotional toll of selling a company, including isolation and depression, and how she rebuilt by focusing on what she enjoyed most: systematizing operations. She and Adi explore why documenting workflows is the non-negotiable foundation for scaling, how SOPs create company value, and how automation paired with human validation can drastically reduce wasted time. From client onboarding to AI-powered proposals, they discuss how the right balance of processes and innovation creates efficiency, freedom, and growth.
In This Episode In this conversation, Adi Klevit talks with David Goldstein about what it takes to be part of the 9% of businesses that succeed. David explains the inspiration behind The 9% Club and why his mission is to help entrepreneurs avoid common pitfalls. He emphasizes that most founders are excellent at their craft but often lack the revenue models and leadership strategies needed to sustain growth. David introduces his STEER model, a framework that aligns strategy and tactics with clear execution and adjustments. He explains why businesses fail when they are either too tactical—constantly putting out fires—or too strategic—paralyzed by analysis. Through his frameworks, David shows how to achieve balance, measure results, and build a foundation that scales. Adi and David also discuss the importance of systems and processes. David highlights how lack of processes leads to burnout and chaos, while strong systems give entrepreneurs the clarity to focus on growth. They wrap up by exploring the tools and community resources offered by the 9% Club, designed to give entrepreneurs low-cost access to AI-driven business tools, training, and networking opportunities.
In This Episode Many businesses underestimate the importance of team health in driving sustainable results. In this conversation, Adi Klevit sits down with Jackie Kibler to explore how trust, accountability, and honest communication form the foundation of a thriving organization. Jackie explains how dysfunction often hides beneath the surface — from resistance to documenting processes to leaders hesitating on tough personnel decisions — and how uncovering and addressing these issues creates long-term success. Adi and Jackie discuss the connection between healthy teams and scalable systems, showing how EOS principles align with process documentation and implementation. Jackie shares client stories where breakthroughs in trust and communication transformed company culture, boosting collaboration and results. This episode highlights the synergy between leadership, team health, and systems. As Adi and Jackie point out, businesses that invest in building both healthy teams and strong processes create an environment where accountability flourishes and growth becomes inevitable.
In This Episode What happens when vision, tax strategy, and execution collide? Carl Cox believes it creates unstoppable momentum. In this episode, host Adi Klevit sits down with Carl to discuss how entrepreneurs can position themselves for growth in today’s shifting landscape. From navigating new tax laws to adopting AI tools, Carl emphasizes the importance of staying in motion, documenting processes, and measuring results. He breaks down how businesses can benefit from structural tax incentives, content-driven marketing, and efficient systems. Adi and Carl also highlight the power of human connection, especially in an era dominated by AI. Carl shares details about his upcoming 40 Strategy Growth Workshop, where entrepreneurs will leave with a complete 2026 strategic plan and the top three priorities to execute immediately. The conversation ties everything back to systems: planning, accountability, and the discipline of taking action.
In This Episode Social media doesn’t have to be overwhelming or complicated—it can be a system that fuels your business growth. In this episode of Systems Simplified, host Adi Klevit interviews Shanel Evans to uncover how consultants and service providers can use social media strategically to attract the right clients. Shanel shares her entrepreneurial path, starting as a CPA and nonprofit leader before launching her marketing consultancy. She explains how “ditching perfection” and showing up authentically is often more impactful than polished content. Instead of rushing to sell solutions, Shanel encourages consultants to meet clients where they are by speaking directly to their struggles and desires. Throughout the conversation, Adi and Shanel discuss the role of systems in marketing, from documenting processes to showing up consistently on the right platforms. They also highlight the importance of clarity, authority, and visibility in building scalable, sustainable businesses.
In This Episode Delegation can feel daunting, but when done strategically, it becomes one of the most powerful systems for growth. In this episode of Systems Simplified, host Adi Klevit sits down with Laura Licursi to explore how entrepreneurs can move from chaos to clarity by learning how to delegate effectively. Laura shares her journey from leaving corporate America to founding Elite Virtual Assistants, where she built a framework that empowers business owners to scale without drowning in daily tasks. She outlines her 90-day onboarding success plan and the six levels of delegation, providing a roadmap for leaders who want to free themselves from repetitive, time-consuming work. The conversation highlights how proper systems—especially in inbox and calendar management—can help entrepreneurs focus on strategic growth while trusting their support teams. Adi and Laura also discuss the mindset shifts required to overcome the fear of delegation and embrace a process-driven approach to business.
In This Episode What happens when “too much drive” becomes your greatest asset? That’s the story of Indu Sanka, who left corporate America to buy a small print shop and grew it into a thriving national signage company. In this episode of Systems Simplified, host Adi Klevit talks with Indu about her entrepreneurial journey, from navigating the chaos of a poorly systematized acquisition to scaling Red Elephant with structure and vision. Indu shares how continuous learning, adopting EOS, and developing adaptable processes allowed her company to thrive despite industry shifts and rapid growth. Together, they also discuss the importance of making tough people decisions, why building processes with the long-term vision in mind is essential, and how AI will play a critical role in the next stage of operational efficiency. Indu’s story is a masterclass in how strong systems and relentless adaptability create sustainable success.
In This Episode What happens when a reluctant college graduate finds herself running a multimillion-dollar HVAC business? That’s the story of Amanda Zink, who shares how she and her brother scaled their family business to 80 employees and $20 million in revenue. In her conversation with interviewer Adi Klevit, Amanda walks through the company’s early struggles, including near collapse during the recession, and how those lessons prepared her to lead through the challenges of COVID-19. She highlights the importance of shifting from reactive management to systemized processes that empower employees and ensure consistency. Amanda also opens up about balancing business leadership with motherhood and marriage, revealing that efficiency and support systems are her keys to keeping it all together. She closes by sharing how automation and AI tools are helping Air Control Home Services stay innovative while working toward a bold vision of becoming a $100 million company by 2033.
In This Episode What does it take to turn a small business into a valuable, scalable enterprise? That’s the focus of this conversation with Michael Crow. In her interview, host Adi Klevit explores Michael’s journey from corporate executive to serial entrepreneur. Michael explains how he leveraged acquisitions to build companies, why systems are the backbone of scaling, and how staying ahead of technology trends makes or breaks growth. He also shares his approach to integrating small businesses into franchise platforms to accelerate their performance. Michael highlights the importance of processes and procedures in preparing for a business sale. Together with Adi, he emphasizes that scaling a company isn’t just about making it attractive for buyers—it’s about creating a business that can run without the owner. Their discussion provides a clear roadmap for entrepreneurs who want to maximize value and achieve freedom through systemization.
In This Episode What separates a company that grows sustainably from one that stalls out? According to Juan DeAngulo, it’s all about process. In this engaging conversation with host Adi Klevit, Juan shares how structured systems transform founder-dependent sales into scalable, repeatable growth. Juan reflects on his entrepreneurial journey, including scaling a real estate investment firm and attending Harvard Business School’s OPM program, where he realized his passion for building structured organizations. He then dives into the creation of Inselligence, explaining how its proprietary algorithms plug into CRMs to deliver insights that help businesses identify bottlenecks, segment pipelines, and improve sales and marketing alignment. Throughout the interview, Juan and Adi emphasize the power of process in sales—from documenting superstar behaviors to designing workflows that managers and teams can actually follow. They highlight how data-backed systems not only increase efficiency but also empower people, making companies stronger, more predictable, and ultimately more scalable.