Elevate Your Sales Process Using AI With Rick Kranz

Systems Simplified

Player FM - Internet Radio Done Right

הוסף לפני four שנים

תוכן מסופק על ידי Adi Klevit. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Adi Klevit או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Lost Cultures: Living Legacies

1
Bermuda: The Crossroads of the Atlantic 51:57

לפני 21 ימים51:57

הפעל מאוחר יותר

רשימות

לייק

אהבתי

51:57

On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at ⁠travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…

לפני שנה 36:36

MP3•בית הפרקים

Rick Kranz is the Director of The AI Marketing Automation Lab, a premium community of marketing professionals leveraging ready-to-deploy marketing automations. With entrepreneurial and Fortune 500 experience and 15 years of managing digital marketing agencies, he bridges the gap between advanced AI technology and practical business applications.

In this episode:

Automation is becoming standard as companies look to enhance efficiency and maximize sales. With the rapid adoption of AI, businesses can automate and optimize time-consuming and labor-intensive tasks. How can AI transform the sales process, and what tools can facilitate this evolution?

Digital marketing and automation whiz Rick Kranz recommends integrating AI tools like Claude into your CRM to develop automated sales agents. These agents can conduct in-depth research into prospects, allowing you to develop an outreach process. Claude and other AI tools can also create customized outreach campaigns based on prospect and business goals. When integrating AI tools into your sales processes, Rick emphasizes maintaining authentic human input to enhance the customer experience.

Tune in to the latest episode of Systems Simplified as Adi Klevit sits down with Rick Kranz, the Director of The AI Marketing Automation Lab, to talk about automating the sales process through AI. Rick shares how AI can streamline the customer research process, the differences between popular AI tools, and how to customize prompts for outreach campaigns.

337 פרקים

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

Elevate Your Sales Process Using AI With Rick Kranz

Systems Simplified

published לפני שנה

שתפו

MP3•בית הפרקים

In this episode:

337 פרקים

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

All episodes

Systems Simplified

1
How Kasim Aslam Turned 100 Failures Into Scalable Success Through Systems 26:46

לפני 1 day26:46

26:46

In This Episode What does it really take to build and sell a business? According to Kasim Aslam, it’s a mix of grit, obsession, and systems—lots of them. In this insightful conversation, Adi Klevit interviews Kasim about his entrepreneurial journey from humble beginnings to scaling and exiting a top Google Ads agency. Kasim shares how relentless effort and willingness to fail propelled him to success—but also emphasizes that sustainable growth only happens when you replace hustle with systems. He outlines how to replicate success by systematizing each win before moving on to the next challenge. They dive deep into the M&A process, with Kasim offering hard-earned wisdom on what private equity buyers really care about (hint: if it can’t go in a spreadsheet, it doesn’t exist). He explains how systems—not just talent—determined which departments survived post-acquisition, and why strategic partnerships with system alignment might yield better long-term outcomes than traditional exits.…

Systems Simplified

1
Systemizing Authentic PR Campaigns for Long-Term Growth With Senja Spelman 30:47

לפני 7 ימים30:47

30:47

In This Episode What does authentic public relations actually look like in practice? In this conversation, Adi Klevit speaks with Senja Spelman about how to build powerful marketing systems rooted in purpose, not just promotion. Senja shares her journey from working in dental and disaster restoration to becoming a sought-after PR leader in home improvement. She highlights how storytelling, local partnerships, and authenticity have helped scale brands while staying true to their values. One standout initiative—Baths for the Brave—showcases how thoughtful PR can drive national recognition and meaningful change. Together, Adi and Senja explore the systems behind consistent community engagement, how to identify causes aligned with company values, and why retention and recruitment often benefit just as much as brand reputation. If you’re looking to build a marketing strategy that resonates and drives results, this episode is packed with actionable insights.…

Systems Simplified

1
Why Systems Sell: Claudio Vilas on Making Your Business Private Equity-Ready 24:06

לפני 7 ימים24:06

24:06

In This Episode When it comes to selling your business, systems are everything. In this engaging conversation, Claudio Vilas joins host Adi Klevit to break down the essential steps for preparing a business to be sold—especially to private equity. Claudio explains how structuring your company with clean financials and transferable processes can dramatically increase its value. He walks through common deal structures, including the benefits of taking “chips off the table” while reinvesting for a second payday. Claudio also shares who private equity is not for and what disqualifies a business from being attractive to professional buyers. This episode is a practical guide for any business owner considering an exit. With a strong focus on financial discipline and operational systems, Claudio and Adi outline how to build a business that thrives—with or without its founder.…

Systems Simplified

1
Building Profitable Exits Through Process-Driven Business Sales With David Barnett 32:08

לפני 9 ימים32:08

32:08

In This Episode What if selling your business felt more like a calculated strategy than a hopeful gamble? In this episode of the System Simplified podcast, host Adi Klevit talks with business consultant and author David Barnett about the hidden complexities of buying and selling small businesses—and how systems play a pivotal role in both. David shares his journey from frustrated business broker to process-driven consultant, offering a behind-the-scenes look at what really drives successful business transactions. He breaks down the seller’s journey into distinct phases: from valuation and packaging to buyer interaction and due diligence. David also reveals how lack of documentation and disorganized operations can derail a deal—or significantly lower a company’s value. This episode is packed with practical advice for both business owners looking to exit and buyers looking for peace of mind.…

Systems Simplified

1
The Leaf Strategy in Action: Building a Lead-Generating Machine on YouTube with Nate Woodbury 27:07

לפני 12 ימים27:07

27:07

In This Episode: Tired of chasing viral fame that doesn’t move the needle? Nate Woodbury shares a smarter path. In this episode of the Systems Simplified podcast, host Adi Klevit talks with Nate about using YouTube as a repeatable, scalable lead generation system. Nate walks us through his unique “Leaf Strategy,” a method that identifies hyper-specific, frequently searched questions and answers them in short-form video content—effectively placing your expertise right where your ideal customer is already looking. They also discuss the misconception that going viral is the goal. Instead, Nate emphasizes marketing over nurturing: focusing on visibility to new audiences rather than simply engaging existing followers. He breaks down the process he’s refined over 11+ years—everything from planning, scripting (or avoiding it), filming, and optimizing video content that delivers leads without needing paid promotion or backlinking. Whether you're a seasoned business owner or new to YouTube, this episode shows how a systematized content strategy can build authority, increase visibility, and generate consistent leads with less effort than you might expect.…

Systems Simplified

1
How Burt Copeland Helps CEOs Avoid Financial Collapse and Build Profitable Systems 33:34

לפני 14 ימים33:34

33:34

In This Episode What happens when a thriving business suddenly loses 86% of its revenue in just four weeks? Burt Copeland knows firsthand—and he turned that crisis into a calling. In this engaging episode, host Adi Klevit interviews Burt about the near-collapse of his construction company in 2008 and how that life-altering event led to founding New Life CFO. Together, they explore why financial systems and processes are critical to long-term business health and how most CEOs overlook key risks by focusing too much on sales and too little on operations. From diagnosing margin issues to leveraging financial reporting for deeper operational insight, Burt shares actionable strategies business owners can implement to strengthen foundations before scaling. He also reveals the surprising power of letting go—why documenting your knowledge and stepping back from day-to-day roles can dramatically increase a company’s valuation and readiness for exit.…

Systems Simplified

1
Designing Systems for Life and Business Success With Suzie Hall 21:51

לפני 19 ימים21:51

21:51

In This Episode What if your lowest point in life was actually your greatest opportunity? In this inspiring episode of the Systems Simplified podcast, host Adi Klevit welcomes back Suzie Hall to discuss her powerful personal and professional transformation. Suzie shares how she turned betrayal and upheaval into a "halftime" moment—resetting her mindset, rebuilding her life, and designing her path to joy, abundance, and a tenfold business expansion. Suzie opens up about the systems she put in place, both internally and externally. From outsourcing design work to developing a daily “morning groove,” she describes how intentional structure gave her the foundation to grow—and to lead with authenticity. Suzie also emphasizes the importance of choosing high-quality inputs, surrounding yourself with the right people, and playing the long game by designing your life backwards from the outcomes you want. This episode is not just a story—it’s a blueprint for entrepreneurs ready to shift from survival to design, from smallness to expansion.…

Systems Simplified

1
Building a Self-Running Business: Len Oppenheimer’s Journey to Operational Freedom 23:43

לפני 22 ימים23:43

23:43

In This Episode What if the key to unlocking business growth is documenting what’s already in your head? In this uplifting episode of Systems Simplified, host Adi Klevit talks with Len Oppenheimer about his transformational journey from being deeply entrenched in daily operations to building a business that runs without him. Len shares how Golden Box, a family-founded packaging company, scaled from a kitchen-table venture to a structured, scalable organization by implementing repeatable systems. Through a candid conversation, Len outlines how documenting SOPs changed everything—from onboarding his first long-term employee to attracting top-tier leadership. He shares how defining core processes not only improved efficiency but also reinforced the company's family-oriented culture—even without family in the business. For entrepreneurs considering that next leap, Len’s insights on achieving what he calls the “Return on Freedom” are both practical and inspiring.…

Systems Simplified

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

לפני 26 ימים24:32

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

1
How to Build Repeatable Marketing Systems With Jay Berkowitz 40:48

לפני 28 ימים40:48

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

לפני 30 ימים26:14

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

1
The Process-Driven Path to Marketing Impact With Rajat Kapur 22:19

לפני 5 weeks22:19

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

1
Why Systemizing Mindset, Values, and Exit Strategy Matters With Briana Hetherington 26:44

לפני 5 weeks26:44

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

1
How Systems Create Successful Deals: Process-Driven Negotiation With Corey Kupfer 23:43

לפני 6 weeks23:43

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

1
From Legacy to Leadership: Systemizing a Family Business With Leah Bitar 21:02

לפני 6 weeks21:02

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.…

ברוכים הבאים אל Player FM!

Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.