Adi Klevit | How to Systematize Your Business
Adi Klevit
Smart Business Revolution

Adi Klevit is the Founder of Business Success Consulting Group. She has 25 years of knowledge and experience as a trained Industrial Engineer, management consultant, and business executive. She utilizes her practical know-how and wisdom to successfully help organizations and companies of any size dramatically improve their efficiency and performance.

By leveraging her ability to understand business processes — as well as people — and drawing on her high-caliber skills in vital areas of personnel management, finance, and operations, Adi can help virtually any business owner achieve their goals and bring order to their lives. She is also the host of the Systems Simplified Podcast.

In this episode of the Smart Business Revolution Podcast, John Corcoran is joined by Adi Klevit, the Founder of Business Success Consulting Group, to talk about creating business systems and documenting processes. Adi explains how her company helps businesses develop their own processes and shares her favorite tools and software for systematizing her business.

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Here’s a Glimpse of What You’ll Hear:

  • What Adi Klevit loves about podcasting
  • Adi explains what industrial engineering entails and what attracted her to it
  • Types of businesses that struggle with putting processes in place — and how Adi’s company helps them solve that
  • What prevents most businesses from putting systems in place?
  • Adi’s advice for creating and documenting business systems
  • The first step Adi takes to start helping a client create processes
  • How to fix broken business systems
  • The tools and software Adi uses to systematize her business
  • Adi talks about the people she respects and shares her contact details

Resources Mentioned In This Episode

Sponsor: Rise25

At Rise25, we’re committed to helping you connect with your Dream 100 referral partners, clients, and strategic partners through our done-for-you podcast solution. 

We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.

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When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution – you just need to show up and talk.

The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI, which is the most important component. Plus, our podcast production company takes any heavy lifting of production and distribution off your plate.

We make distribution easy

We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Google Podcasts. We’ll also create copy for each episode and promote your show across social media.

Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90xAtariEinstein BagelsMattelRx BarsYPO, EO, Lending Tree, Freshdesk,  and many more.  

The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.

Podcast production has a lot of moving parts and is a big commitment on our end; we only want to work with people who are committed to their business and to cultivating amazing relationships.

Are you considering launching a podcast to acquire partnerships, clients, and referrals? Would you like to work with a podcast agency that wants you to win? 

Contact us now at [email protected] or book a call at rise25.com/bookcall.

Rise25 Cofounders, Dr. Jeremy Weisz and John Corcoran, have been podcasting and advising about podcasting since 2008.

Episode Transcript

Intro 0:14 

Welcome to the revolution, the Smart Business Revolution Podcast where we ask today’s most successful entrepreneurs to share the tools and strategies they use to build relationships and connections to grow their revenue. Now, your host for the revolution, John Corcoran.

John Corcoran 0:40

All right. Welcome, everyone. John Corcoran here. I am the host of this show. And it’s such a pleasure every week to talk to smart CEOs, founders and entrepreneurs of companies ranging from Netflix, YPO, EO, Activision Blizzard, Lending tree, Open Table, Ace Software, and many more. I’m the Co-founder of Rise25, where we help b2b business owners to get their ideal prospects, reach and connect with their ideal prospects. And I want to give a quick shout out to Carl J. Cox of 40 Strategy, check out The Measure Success Podcast. He introduced us to today’s guest, who is Adi Klevit. She is the Founder of Business Success Consulting Group, 25 years of experience, knowledge, expertise as a trained industrial engineer. What do you want to know we’re gonna find out in a second, how it can really help your business to put different systems in place. And she helps businesses to put those systems and processes in place, something that I know a lot of businesses struggle with. And she also is the host of the Systems Simplified Podcast, which we’ve been really privileged, the team over at Rise25, to help her to put together and she’s doing a great job with that. And of course, this episode is brought to you by Rise25 Media, where we help b2b businesses to get clients, referrals and strategic partnerships with podcasts and content marketing. And Adi, you know, doing a podcast has been such an amazing blessing for my life, really, for the last 11 years. And the reason I keep doing this is that I get to have great conversations with smart people like yourself. And you know, since you’ve been doing it, what, or how have you enjoyed doing it so far, because you’ve been a rock star so far?

Adi Klevit 2:15

Thank you, John. First of all, great being here. And yes, an acknowledgment for Carl for introducing us. But also, Owen, from SweetProcess, because you might not know the backstory of all. When introducing me to Jeremy, your business partner, Jeremy interviewed me. I introduced Carl and to all in and then Carl introduced me to both of you to do the podcast. So it’s all about the circle, which we love. That all comes back to podcasts, which I love. That’s right. And going back to podcasts because I love doing my podcast. This is like it’s fun. It’s so much fun. Because I get to meet such amazing people, hear their story, hear what they have to say about systems and how much they love systems. And I get inspired every single time by my guests and by the topics. So to answer your question in a long winded way. Yes, I love doing podcasts.

John Corcoran 3:10

I love that, love to hear that. Alright, so industrial engineering. For those who don’t know what it is, I had no idea. I mean, if you told me you were building skyscrapers, I would have said, Oh, yeah, that makes total sense. But it actually doesn’t have to be skyscrapers.

Adi Klevit 3:26

No, it doesn’t. So industrial engineering is basically an industrial engineer is responsible for all the systems in an organization in a manufacturing or in a business organization in terms of making sure the systems, the correct systems are in place, the systems are working, and that everything, whatever the production is in that particular company is actually occurring. So they’re in charge of production lines, they’re in charge of efficiency, they’re in charge of making sure that the processes and procedures are in place and that they are working correctly. That’s in general, obviously, there are different aspects of it. And different people do different things. But in general, as a general concept, it’s basically making sure that all the systems are working and the infrastructure is working correctly, in terms of the company, the business and the production lines.

John Corcoran 4:18

And you said that you were drawn to it because there’s both a science side to the field of study. And there’s also a human element to it.

Adi Klevit 4:31

Absolutely. I mean, when it was time for me to choose what I’m going to study, I looked at the different categories that are offered for each faculty, etc. And I was always very good at science, but I’m also really good with people. I love people. I love helping people. And when I saw that it was written that it’s a combination of science, engineering, and also understanding people and working with people to go wow, this is a great combination and this is exactly what I like. I mean, I like empathy, problem solving, working with people, but also having a methodology and a science and being scientific about it. So the combination of those two really drew me to study industrial engineering, and really drew me throughout my career, to different companies, starting my own company, etc, that has to do with those two aspects together.

John Corcoran 5:28

Yeah, and I can think of so many businesses that struggle with that, putting processes in place, documenting their processes, you know, so much. So frequently, it’s just in the business owner’s head, and maybe they get to a certain level of achievement or accomplishment or revenue level, but then they can’t break past that point. So tell us about some of, you know, you don’t need to use their identity, you don’t need to identify them. But some of the types of clients that you’ve worked with, that really are held back by an inability to put systems in place.

Adi Klevit 6:04

Sure. So we work with a variety of industries. So we work with manufacturing, construction, so services in profit service and professional industries, such as accounting firms, law firms, insurance, financial advising, mortgage companies, and also we work in the medical field with many private practices and dentists, optometrists, veterinarians, etc. So, in each one of those categories, I can give you examples of clients that we worked with that, when we come in is that a pet is the point where they have the pain, the growing pains, they do get enough leads, they do get new clients, new customers, new patients, whatever it is, but they feel like they can’t service them, all right, or if they are going to get one more new client, they are going to collapse. I mean, that said, the systems are not supporting it anymore. And that this is the best point where we can come in and create those systems. And by systems, I mean, like a repetitive way that you do something that is documented and can be taught to others. So for instance, we can create sales system, the document itself systems, we’re not sales consultant, when consultants we’re not going to teach you how to sell we have sales consultants we refer to, but we can document like, for instance, in a construction company, if you have one estimator, but you are at the point where you have all this leads coming in and you need three estimators. And you ask yourself, how am I going to train all three of those estimators at once, or even one more? So what we do is we basically extract the knowledge from the owner’s head or from the key employees. So let’s say they have a really good estimate, or we extract the knowledge of how they do things. We analyze the flow of how they do it, and how it can be systematized. Meaning where do they have to automate? What forms should we use? How do we make the intake process have a new lead, so it is consistent and the same time after time? And then we document it, and we help train the staff? And now we created a system on how you take in leads, how you do the estimating, how do you propose? How do you do the proposal and how do you close the bid? So it is repetitive. It can be done over and over? You can train new people on it. And then you feel the relief of Yes, I can hire new estimators and train them correctly so you can truly grow and scale.

John Corcoran 8:40

What do you think it is that holds business owners or businesses back from doing a better job of putting systems in place?