Systems that scale businesses to 6 & 7 fig | On the cusp of big time growth? You have a good problem | Scale as a coach, consultant or creative with process, strategy, software, & automation | Save 20+ hours a week

Everything you wanted for your business is happening, word on the street favors your brand — and you have your eye on the next big step.

You're ready to DO it:
📈 scale up - Grow a team around your process & replicate revenue 3X+
💰 sell products - Open new streams of revenue with courses or digital products
🦉 build authority - Get your expertise out there — and charge premium prices

There's just one little problem
It’s hard to move forward and scale your THING — when it’s all inside your head.
👉 You can hire a team, but you'll spend all your time telling them what to do.
👉 You can create a product or course but lack the know-how.
👉 You can build authority with online content, but that would be a full-time job.

You know that there are tech solutions that can get you where you need to go. 

But you've hit your growth ceiling.

😏You've tried to figure it out on your own.
🤨You've tinkered with tools and researched software. (And wasted hours you didn't have.)
😯You’ve set up your business using way too many different tools ... and it’s a mess.
😣You’re sinking into calendar quicksand. You can’t even see what you’re up to now — never mind scheduling all the new things coming down your pipeline.
🫤Instead of creating and monetizing, you’re busy burning the midnight oil and experimenting with product platforms.

Time to get your process out of your head and into scalable, automated workflows and products

Which brings you to... me

Long-Time Automator - 15 + years and going strong
12 years as a manager and an in-house product owner at a SaaS startup, and 3 years as a process and automation consultant.

Compulsive Tool-Tester - 978+ tools tested (and counting!)
I wouldn't be able to stop researching tech if I tried. It's a mild obsession.

Serial Speaker & Trainer - When I'm not tinkering with tools, I'm talking about them.

Generous Whizdom Dispenser - 1,426+ articles, posts & videos.

Playful Podcaster - I'm the co-host of Off Tangent, a playful podcast with my colleague Zineb Layachi. We talk about business, process, and growing pains. 

Masterful Course Creator - I've created courses in-house as an instructional designer, helped entrepreneurs launch their own courses, and developed my own Sales Pipeline Automation Accelerator.

What it looks like to work with me

Strategize - We get everything out of your head and plan ways to automate it.
Set up - I set up the software and automation for you and send detailed how-to-use videos. 
Streamline - You try out all your shiny new tech and we tweak things where needed.

Let's chat
day-by-day.biz/talk-to-me

Irit Levi

Kyllonen

Co-Founder, CEO, Head Designer

Of Grace and Beauty

Co Founded Of Grace and Beauty, which focuses on provided elegant pearl jewelry through e-commerce channels such as Wechat: Grace and Beauty (Chinese Market) and through online retail: www.ofgraceandbeauty.com

Having access to the pearl farms of China, which sources 95% of the world's freshwater pearls, Of Grace and Beauty is able to provide low cost high quality pearl jewelry for a fraction of the cost. Of Grace and Beauty is also able to provide Akoya, Tahitian, and South Sea pearls due to the close proximity of the source farms.

Customers select the size and type of pearl they desire; along with the setting of their choice. Pearls are then hand-selected by us for every piece of jewelry and mounted to ensure the best quality and satisfaction.

Co Founder

UBS Investment Bank (Offshore)

Developed and implemented projects which reduce costs by cutting inter-team cross training by 50% by using a video based training system, automating reports, and task structure.

Reconcile booked risk with financial broker's agreements. This is performed by analyzing new trade activity with brokers, then investigate and using cross analysis to resolve any issues.

Analyze and resolve any Mark to Market variations that could lead to risk impact or potential inaccurate risk reporting by analyzing credit curves marked value against the current market rates and weigh-in other determinants such as liquidity.

Teach Business English class to Chinese employees to enhance their ability to interact in an international workspace.

Fixed Income Credit Team Leader

UBS Investment Bank

Senior Sales Assistant of a #1 ranked team in Post Trade Services, as rated by Mclagan Z/Yen, Profit and Loss Magazine and FX Week Magazine.

Coordinated with clients to resolve issues by assessing client’s needs and aligning those needs with our company's capabilities by creatively developing booking models to match both systems.

Led the Sales Assistants while simultaneously coordinating with the Sales Desk, Trading Desk, CRMs, and Middle Office departments to resolve incoming issues. Issues included system issues, trade breaks causing risk and economic impact, and on-boarding new clients.

Monitored, priced, and analyzed risk and delta changes to trade bookings, and amendments to trader’s risk, in order to ensure proper calculation of profit and loss reporting and trader risk.

Fixed Income Rates Sales Assistant

Chemical Bank

Team member - Part of a team that increased personal and car loan sales by an unprecedented 200% in a one year period. This was accomplished by cross-selling products through assessing customer needs and having knowledge of product types offered.

Achieved a 97% balancing and cash accuracy rate. (Banking standard: 85%)

Extensive knowledge of rules and regulations outlaid for state and federal banking standards

Personal Banker

I am the Co-founder of Kyllonen Luxury, a world-class provider of diamond and pearl jewelry. 

Every piece from Kyllonen is crafted with immense care and precision and you'll find unique original designs featuring the finest pearls in all the oceans. 

I hope you check out our pearls and enjoy our creations at Kyllonen!

taplio

The Battle

Irit Levi

James Kyllonen

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