131: SOPs and How Adi Klevit Helps Businesses Thrive with Process Documentation

Ten Golden Rules Internet Marketing for Law Firms Podcast

Success isn’t just about growing your business—it’s about building systems that allow it to thrive without you. I had the opportunity to speak with Adi Klevit, an expert in process documentation and business efficiency, about how professionals can create scalable systems to maintain consistency, improve training, and free up time. Adi shares insights on when to document processes, how to implement them effectively, and why having a single source of truth is crucial for growth. Whether you’re a solo attorney or managing a growing firm, her strategies will help you build a business that runs smoothly, no matter who’s in charge.

Key Topics

[02:51] Adi shares her background in industrial engineering and how it led to her passion for process improvement.

[04:10] How process documentation creates stability and allows businesses to scale effectively.

[05:20] The difference between simple checklists and fully developed process systems.

[06:49] Why business owners should focus on getting clients first before worrying about processes.

[08:12] When and how to start documenting systems once a business begins to grow.

[09:30] The importance of removing inconsistencies and reducing errors through proper training.

[11:05] How defining key processes helps maintain quality and ensures clients get the same experience every time.

[12:45] Why training should be structured like a playbook to ensure consistency across the team.

[14:10] The best way to capture best practices and avoid process misinterpretation.

[16:00] Using video training combined with written documentation for more effective learning.

[17:55] Why a single source of truth for process documentation prevents confusion.

[19:22] The value of internal communication platforms like Slack or Teams over email.

[20:45] How AI and automation can improve efficiency without replacing personal client connections.

[22:30] Adi’s personal strategy for increasing productivity and cutting down on distractions.

[24:18] How process improvement can significantly reduce employee onboarding time.

[25:50] Steps to create a training program that ensures new hires are set up for success.

[27:30] Keeping processes up to date and adapting them as businesses evolve.

[29:40] The role of leadership in ensuring processes are followed and continually optimized.

[31:15] How businesses can transition from relying on one key person to a well-structured system.

Resources Mentioned

Books:

• E-Myth by Michael Gerber - https://a.co/d/fkWLNEB
• Power Questions by Gerald Panas - https://a.co/d/dU6Qj21
• Buy Back Your Time by Dan Martell - ​​https://a.co/d/2oulLSK

Apps & Technologies:

• Slack – Internal team communication to reduce email overload.
• Microsoft Teams – Used for structured team communication and collaboration.

Podcasts

• Organized Chaos - Chris Ronzio (Trainual) – Discussing process documentation and business efficiency. - https://podcasts.apple.com/us/podcast/organize-chaos/id1478413578

About Guest:

Adi Klevit is a highly skilled process consultant known for simplifying complex business operations and implementing clear, efficient systems. Clients praise her ability to distill intricate workflows into actionable procedures, enabling smoother operations, improved onboarding, and effective delegation. Her expertise has been instrumental in streamlining processes across diverse industries, earning accolades for her follow-through and impact on team efficiency.

https://bizsuccesscg.com/

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

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide.

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