A Buyer’s Guide To Documenting and Following Processes With Michael Richman

Systems Simplified

#MBA #Entrepreneur #Business #Adi Klevit #Adiklevit #Businesspodcast #Businesssuccessconsultinggroup #Csuite #Podcasting #Rise25

35:19

We’ve turned intuition into a buzzword—flattened it into a slogan, a gut feeling, or a vague whisper we don’t always know how to hear. But what if intuition is so much more? What if it's one of the most powerful tools we have—and we’ve just forgotten how to use it? In this episode, I’m joined by Hrund Gunnsteinsdóttir , Icelandic thought leader, filmmaker, and author of InnSæi: Icelandic Wisdom for Turbulent Times . Hrund has spent over 20 years studying and teaching the science and art of intuition through her TED Talk, Netflix documentary ( InnSæi: The Power of Intuition ), and global work on leadership, innovation, and inner knowing. Together, we explore what intuition really is (hint: not woo-woo), how to cultivate it in a culture obsessed with logic and overthinking, and why your ability to listen to yourself might be the most essential skill you can develop. In This Episode, We Cover: ✅ Why we’ve misunderstood intuition—and how to reclaim it ✅ Practical ways to strengthen your intuitive muscle ✅ What Icelandic wisdom teaches us about inner knowing ✅ How to use intuition during uncertainty and decision-making ✅ Why trusting yourself is an act of rebellion (and power) Intuition isn’t magic—it’s a deep, internal guidance system that already exists inside you. The question is: are you listening? Connect with Hrund: Website: www.hrundgunnsteinsdottir.com TedTalk: https://www.ted.com/talks/hrund_gunnsteinsdottir_listen_to_your_intuition_it_can_help_you_navigate_the_future?utm_campaign=tedspread&utm_medium=referral&utm_source=tedcomshare Newsletter: https://hrundgunnsteinsdottir.com/blog/ LI: www.linkedin.com/in/hrundgunnsteinsdottir IG: https://www.instagram.com/hrundgunnsteinsdottir/ Book: InnSæi: Icelandic Wisdom for Turbulent Times Related Podcast Episodes: How To Breathe: Breathwork, Intuition and Flow State with Francesca Sipma | 267 VI4P - Know Who You Are (Chapter 4) Gentleness: Cultivating Compassion for Yourself and Others with Courtney Carver | 282 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

about a year ago 18:03

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Michael Richman is a Certified EOS Implementer® at EOS Worldwide, where he educates, facilitates, and coaches companies on optimizing their leadership teams and businesses. As a fourth-generation entrepreneur, he managed a multimillion-dollar custom manufacturing company, serving top brands like Panda Express and Four Seasons Hotel. During Michael’s tenure, the company doubled in size and increased profitability margins by 20%.

In this episode:

After purchasing a company, some buyers try reinventing the wheel rather than following established processes, leading to potential bankruptcy. How can new business owners adopt well-documented and observed processes from previous owners?

EOS expert Michael Richman sold his company to an overzealous buyer who believed the business didn’t need systems to survive and eventually ran it into the ground. He emphasizes documenting processes efficiently through checklists rather than lengthy documents to ensure readability and follow-through. Michael also recommends that new owners encourage employees to update and refer to established systems instead of accomplishing tasks individually.

Tune in to this week’s episode of Systems Simplified as Adi Klevit chats with Michael Richman, a Certified EOS Implementer® at EOS Worldwide, about the importance of following established processes after purchasing a business. He shares why he exited his company, the barriers to process follow-through, and his multigenerational entrepreneurial background.

329 episodes

A Buyer’s Guide To Documenting and Following Processes With Michael Richman

Systems Simplified

published about a year ago

MP3•Episode home

In this episode:

329 episodes

#MBA #Entrepreneur #Business #Adi Klevit #Adiklevit #Businesspodcast #Businesssuccessconsultinggroup #Csuite #Podcasting #Rise25

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Systems Simplified

1
Humanizing AI: How to Use Tech to Strengthen Business Relationships With Victor Cho 24:32

3 days ago24:32

24:32

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.…

Systems Simplified

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How to Build Repeatable Marketing Systems With Jay Berkowitz 40:48

5 days ago40:48

40:48

In This Episode What happens when you combine decades of marketing expertise with a deep appreciation for systems? You get Jay Berkowitz’s 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 system—from SEO to intake follow-ups—can 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.…

Systems Simplified

1
Scaling With Simplicity: How Kate Guillen Systemized Her Business and Helped Others Do the Same 26:14

7 days ago26:14

26:14

In This Episode When your business starts growing faster than you can manage, what’s 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 chaotic—if you build the right systems.…

Systems Simplified

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The Process-Driven Path to Marketing Impact With Rajat Kapur 22:19

13 days ago22:19

22:19

In This Episode Is your marketing producing real ROI—or 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 buyer’s decision process. Rajat also highlights the importance of systems—both in marketing and business overall—and 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.…

Systems Simplified

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Why Systemizing Mindset, Values, and Exit Strategy Matters With Briana Hetherington 26:44

13 days ago26:44

26:44

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.…

Systems Simplified

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How Systems Create Successful Deals: Process-Driven Negotiation With Corey Kupfer 23:43

19 days ago23:43

23:43

In This Episode What makes a successful negotiator? It’s not just tactics or sharp suits — it’s 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 — Clarity, Detachment, and Equilibrium — 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.…

Systems Simplified

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From Legacy to Leadership: Systemizing a Family Business With Leah Bitar 21:02

19 days ago21:02

21:02

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.…

Systems Simplified

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Why Systemizing Employee Wellness is Essential for Business Growth With Danielle Dinkelman 24:05

24 days ago24:05

24:05

In This Episode What if helping your employees feel healthier could also help your business grow? In today’s 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" — 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.…

Systems Simplified

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Creating a Culture of Accountability for Long-Term Growth With Eric Albertson 29:07

26 days ago29:07

29:07

In This Episode What is accountability, really—and 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 accountability—empowering team members to speak up, fix broken processes, and hold each other to clear, achievable standards.…

Systems Simplified

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From Founder Dependency to Freedom: Dan Kuschell’s Proven Growth Strategy 30:02

5 weeks ago30:02

30:02

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 “know, like, trust” model is outdated and how shifting to “know, respect, trust” 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 Google’s research backs his approach and why founders must romance prospects like humans—not transactions. He closes with advice on scaling through automation and systemization while maintaining personal wellbeing and balance.…

Systems Simplified

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The Operational Playbook Behind Scott Berman’s Home Improvement Success 28:34

5 weeks ago28:34

28:34

In This Episode Scott Berman shares the full arc of his entrepreneurial journey—from 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 company’s 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 company’s 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.…

Systems Simplified

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From Values to Visibility: Systematizing Brand Messaging With David Meyer 27:00

6 weeks ago27:00

27:00

What happens when your company’s mission and marketing don’t speak the same language? David Meyer explains the breakdown he sees all too often: businesses spend time clarifying their vision and values—only 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 customer’s 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 hearts—and 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.…

Systems Simplified

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How To Productize Your Services for Recurring Revenue With Nancy Fox 31:03

6 weeks ago31:03

31:03

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 — 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 you’re a solopreneur or a fractional executive, this episode offers actionable ideas to shift from one-to-one delivery to scalable, systematized growth.…

Systems Simplified

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Scaling With Purpose: Profit First Systems and Processes With Rocky Lalvani 34:57

6 weeks ago34:57

34:57

Rocky Lalvani is the Founder and CFO of Profit Comes First, which advises coachable, forward-thinking business owners to boost their companies’ profits. As a certified Profit First Professional, he implements Mike Michalowicz's Profit First System to help clients maximize their profit potential. Rocky is also the host of the Richer Soul podcast and the Profit Answer Man podcast. In this episode: Many business owners are great at delivering their product or service, but when it comes to managing profitability and cash flow, they’re often flying blind. They may experience growth, but money still feels tight, and financial clarity remains elusive. How can leaders build systems that ensure sustainable growth and healthy profits? Profitability and cash flow expert Rocky Lalvani explains that overlooked financial systems can cause hidden inefficiencies and missed opportunities. Using a structured approach — like the Profit First system — can help owners allocate funds, manage expenses, and prioritize profitability from the start. Additionally, entrepreneurs can analyze their financial health in areas including revenue generation, profitability, and cash flow. By aligning employee metrics with profitability, optimizing pricing, and building scalable processes, business owners can enhance these areas. In this episode of Systems Simplified, Adi Klevit sits down with Rocky Lalvani, the Founder and CFO of Profit Comes First, to discuss building systems that boost profitability. Rocky shares the difference between scaling and growing, why many businesses grow themselves into cash crises, and how to embed a profit-minded culture throughout an organization.…

Systems Simplified

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Building Seamless Systems: How To Empower Your Second-In-Command With Diane Mentzer 22:40

7 weeks ago22:40