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How to Build Systems Like a Scaling Specialist - Irit Levi

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Manage episode 470157928 series 3617813
Content provided by Rob D. Willis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob D. Willis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ever wondered how top companies handle 10x their workload without breaking a sweat?

Irit Levi spots the systems gaps others miss - whether that's identifying redundant tasks that waste team hours or finding ways to make your customer journey seamless. She's the expert behind 13,697+ software recommendations that have transformed business workflows.

From her early days as an instructional designer for high-tech companies to becoming a systems consultant who's tested 978+ tools, Irit has mastered the art of turning chaos into scalable processes. Having grown up across four continents, she developed a unique ability to quickly understand different environments and adapt systems accordingly.

Despite her technical expertise, Irit reveals that systems often fail not because of technology but because of people. She shares the communication strategies that transform resistance into buy-in and how leaders can implement systems that teams actually want to use.

Key Talking Points:

  • Why successful systems must support your weak points - especially follow-up tasks where "we all drop the ball every so often"
  • The counter-intuitive truth about control: systems don't remove control, they give you more of it
  • How to identify when your team needs better systems (duplicate code, customer journey inconsistencies, unclear responsibilities)
  • The role of fear in systems adoption and why getting early buy-in from team influencers is crucial

Links & Resources:

  • LinkedIn: Irit Levi
  • Website: day-by-day.biz
  • Tool Recommendation: Airtable for team collaboration
  • Podcast: Off Tangent, co-hosted with Zineb Layachi

Today's Exercise: Process Mapping

This exercise helps you identify opportunities for automation in your most critical workflows. By thoroughly documenting each step, you'll spot repetitive tasks that can be delegated to tools.

Steps to Apply:

  1. Choose one critical process in your business (like sales or onboarding)
  2. Write out every single step in extreme detail, including decision points
  3. Note who is responsible for each task and approximate time required
  4. Identify all qualification criteria, templates, and communication points
  5. Review the completed map and circle repetitive admin tasks
  6. Research tools that could automate these specific tasks
  7. Implement one automation to test the impact on your workflow

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 470157928 series 3617813
Content provided by Rob D. Willis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob D. Willis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ever wondered how top companies handle 10x their workload without breaking a sweat?

Irit Levi spots the systems gaps others miss - whether that's identifying redundant tasks that waste team hours or finding ways to make your customer journey seamless. She's the expert behind 13,697+ software recommendations that have transformed business workflows.

From her early days as an instructional designer for high-tech companies to becoming a systems consultant who's tested 978+ tools, Irit has mastered the art of turning chaos into scalable processes. Having grown up across four continents, she developed a unique ability to quickly understand different environments and adapt systems accordingly.

Despite her technical expertise, Irit reveals that systems often fail not because of technology but because of people. She shares the communication strategies that transform resistance into buy-in and how leaders can implement systems that teams actually want to use.

Key Talking Points:

  • Why successful systems must support your weak points - especially follow-up tasks where "we all drop the ball every so often"
  • The counter-intuitive truth about control: systems don't remove control, they give you more of it
  • How to identify when your team needs better systems (duplicate code, customer journey inconsistencies, unclear responsibilities)
  • The role of fear in systems adoption and why getting early buy-in from team influencers is crucial

Links & Resources:

  • LinkedIn: Irit Levi
  • Website: day-by-day.biz
  • Tool Recommendation: Airtable for team collaboration
  • Podcast: Off Tangent, co-hosted with Zineb Layachi

Today's Exercise: Process Mapping

This exercise helps you identify opportunities for automation in your most critical workflows. By thoroughly documenting each step, you'll spot repetitive tasks that can be delegated to tools.

Steps to Apply:

  1. Choose one critical process in your business (like sales or onboarding)
  2. Write out every single step in extreme detail, including decision points
  3. Note who is responsible for each task and approximate time required
  4. Identify all qualification criteria, templates, and communication points
  5. Review the completed map and circle repetitive admin tasks
  6. Research tools that could automate these specific tasks
  7. Implement one automation to test the impact on your workflow

  continue reading

52 episodes

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