Adi Klevit is the leader and visionary of Business Success Consulting Group. Her twenty-five years of knowledge and experience as a trained industrial engineer, management consultant, and business executive give her a unique understanding of the challenges businesses face. Adi 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.

Here’s a glimpse of what you’ll learn:

• How documented business processes can save time, reduce costs, and improve efficiency.

• The key to identifying whether business challenges are related to your team or your processes.

• A simple, structured approach to documenting workflows that ensures consistency and clarity.

• Real-world examples of how process documentation boosts profitability in construction businesses.

• Top tools for process documentation, including Trainual and Sweet Process, tailored for growing businesses.

• Why well-documented processes are essential for scaling and staying competitive in your industry.

• Practical steps to identify high-impact areas for process improvements in your business today.
  

In this episode of Get the Intel, host Chad Gill sits down with Adi Klevit, a returning guest from the Business Success Consulting Group, to reveal why documented business processes are the secret weapon for scaling and sustaining growth. Tailored specifically for business owners, this episode dives into how clear, documented processes can boost efficiency, cut costs, and streamline knowledge transfer—ensuring your team operates at its best. Adi shares actionable strategies to differentiate personnel issues from process flaws, implement structured documentation practices, and leverage tools like Trainual and Sweet Process. Whether you're looking to scale your business or refine your operations, this episode provides practical insights to help you identify gaps and build a stronger, more resilient organization.

Outline:

️Introduction and Background (00:03 - 09:01)

Process Implementation and Benefits (09:01 - 18:39)

Process Documentation Software and Getting Started (18:39 - 27:29)

Follow Adi Klevit here:

Website: https://bizsuccesscg.com/

Book a Call: https://bizsuccesscg.com/book-a-call/

Phone Number: 503-662-2911 (Call or Text)

LinkedIn: https://www.linkedin.com/in/adiklevit/

Adi Klevit on YouTube: https://www.youtube.com/@adiklevit86

Drake Gens is the Owner and CEO of FinTeam Business Consulting, a financial consulting firm dedicated to helping small businesses improve profitability, manage cash flow, and reduce debt. Based in Charlotte, North Carolina, Drake specializes in providing personalized financial guidance through services such as cash flow forecasting, expense optimization, full accounting support, and custom reporting.

With a focus on building trust and delivering actionable insights, FinTeam operates on a month-to-month pricing model, offering tailored solutions to meet the unique needs of each client. Drake’s team also supports entrepreneurs with budget creation, KPI analysis, IRS audit prevention, and guidance for critical financial decisions. FinTeam is the go-to resource for entrepreneurs seeking clarity and control over their finances.

Here’s a glimpse of what you’ll learn:

• The critical role of money in business and personal success.

• How to align your strengths with the right role in your business.

• Essential financial management practices, including recordkeeping and budgeting.

• Common financial pitfalls contractors face, such as late receivables and poor cash flow management.

• The impact of compensation structures on hiring and team growth.

• When and why your business might need a CFO.

• How the 'Drake Check' service can assess and improve your financial health.

In this episode of the Get the Intel podcast, host Chad Gill welcomes financial strategist Drake Gens from FinTeam Business Consulting to discuss vital financial management strategies for contractors. The conversation starts with an overview of the significant role money plays in business and personal success, highlighting the importance of aligning one's strengths with their business role. Drake shares essential financial management principles, including the necessity of maintaining organized records and budgeting for taxes, reporting, and lender requirements. He identifies common pitfalls, such as poor cash flow management and the impact of compensation structures on hiring. The episode also explores the pivotal role of a CFO, emphasizing when businesses should consider hiring one, particularly for preparing for mergers and acquisitions or seeking financial clarity. Finally, Drake introduces his 'Drake Check' service as a valuable tool for assessing financial health, concluding with actionable steps for listeners to enhance their financial practices.

Follow Drake Gens here:

Website: https://thefinteam.com/

Drake Gens on LinkedIn: https://www.linkedin.com/in/drake-gens-cfa-39743916b/

The Drake Check: https://thefinteam.com/the-drake-check

Instagram: https://instagram.com/finteambusinessconsulting/?hl=en

Facebook: https://facebook.com/thefinteam

Renee Hastings is the President and CEO of Executive Help Now, a virtual assistance service. She and her cohort of managers, specialists, podcast producers, and executive assistants provide administrative support, video podcast production support, and business consulting services to small business owners, content creators, show hosts, and busy executives. Renee’s entrepreneurial journey started in 1996. Against all odds, she holds a degree in Business Management, she’s been a Dale Carnegie Leadership Training Coach, and she’s appeared on NBC’s KCRA News 3 discussing the pandemic, business owners, and virtual assistance. Renee is now a sought-after inspirational speaker, podcast host, successful entrepreneur, philanthropist, and Small Group Bible Study Coach leading women along their spiritual journey. Leveraging over 15 years of administrative and business experience, Renee and her team give busy executives the ability to: eat more meals at home; take more vacations, and increase their productivity… because life’s too short to schedule your own meetings, book your own travel, find your own guests, produce your own show, and check your own email!

Here’s a glimpse of what you’ll learn:

• How Renee Hastings transitioned from receptionist to CEO of Executive Help Now.

• The evolution of her virtual assistant business and the tailored packages offered.

• Key strategies for matching virtual assistants with clients to reduce burnout.

• A powerful success story of streamlining business operations for an overwhelmed client.

• The role of trust-building and technology in optimizing VA-client collaborations.

• Practical insights into the benefits of using virtual assistant services to boost efficiency.

In this episode featuring Renee Hastings, President and CEO of Executive Help Now, host Chad Gill delves into Renee's extensive 15+ years in business management and her journey from starting as a receptionist to founding her own virtual assistance business. The conversation highlights the evolution of her company, which began with hiring her first virtual assistant to manage growing workloads and has since developed tailored packages for clients. Renee shares success stories, including how her services transformed a client’s overwhelmed business operations, emphasizing the importance of finding the right match between virtual assistants (VAs) and clients to reduce burnout. The dialogue also covers the critical role of trust and technology in the VA-client relationship, advocating for flexibility and gradual trust-building as essential components of successful collaborations.

Outline:

️Introduction and Background [00:02 - 11:03]

Virtual Assistant Business Growth [11:03 - 20:14]

Client Success Stories and VA Benefits [20:14 - 28:38]

Trust, Technology, and VA Integration [28:38 - 35:20]

Follow Renee Hastings here:

Website: https://executivehelpnow.org/

LinkedIn: https://www.linkedin.com/in/reneehastings17/

Renee Speaks Podcast on Youtube - https://www.youtube.com/@ReneeHastings

Instagram: https://www.instagram.com/executivehelpnow/

Facebook: https://www.facebook.com/ExecutiveHelpNow

X (formerly Twitter): https://www.twitter.com/executivehelpnw