Day By Day - Business Management

You know you could streamline and delegate a lot of the things on your plate.

✔You have holes in your workflow you know you could patch
✔You’re manually tracking things you know you could automate
✔You’re constantly reinventing the wheel when many of your processes are repetitive

You’re happy with your business growth, but you know you could scale up faster and more efficiently if only you’d optimize your processes.

Over 12 years as a manager and an in-house product owner at a SaaS startup have given me robust knowledge of the most cutting-edge software on the market.

I create maximally efficient workflow systems using the best tools for your needs.

Founder & Chief Strategist

RevGenius

RevGenius is a community for sales, marketing and revenue operations professionals.

Check it out

https://vrlps.co/24XoUTm/cp

Member

Buddy & Soul

Responsible for digitalisation of content for online personal development platform.

Responsible for various domains in the R&D namely 
-Product development 
-Sync and management  of the QA team
-Sync and management of the development team 
-Sync and management of design and writing team integration with production
-Overall leadership of the R&D effort
-Prioritization of development process

Write definition and testing documentation for all components as well as general overseeing of site production from content, via design and programming, to launch.

Responsible for user engagement including
-Defining flow and KPIs
-Setting up digital tools, emails, landing pages and bots
-Collaborating with writing and design teams

Responsible for all tracking and reporting efforts using various tools such as Google Analytics, Analytics Canvas, SQL and more.

Product Owner

Writing Special Forces for personal development.

Writer

Tzomet Sfarim

Managed a team of 18-20 employees. 
Supervised sales as well as orders from suppliers.
Helped train future store managers. 
Supported other stores in chain (professionally and technically).

Store Manager

Michael

The Michael Method is a unique, holistic program to develop and realise and individual's emotional, intellectual and behavioural potential. 
While participating in the Michael Program, students are introduced to a wide gamut of philosophical ideas, values and multi-disciplinary concepts and great challenges.
http://www.michael.org.il

Instructor (Mancha)

Creo

Responsible for developing, evaluating, maintaining and managing curriculum development projects for instructor-led and self-paced training courses.
Courses were in the following formats: written, web-based and video.
Worked with subject matter specialists to ensure effective teaching and learning strategies are utilised in study packages.

Instructional Designer

Versaware Technologies

Creating a framework for internal training, in conjunction with the technologies' developers. 
Pedagogical analysis of materials and needs. 
Management of content delivery process.

Technology Training Manager

Coordinated building of advanced multimedia web sites, from customer requirements gathering through development and launch.
Helped develop a proprietary internet technology used by the company to host the same material on many different sites and maintain the individual personality of each host site.
Also trained Indian subsidiary in the use of this technology.

Internet Project Manager

NDS Technologies Israel Limited

Responsible for maintaining corporate Intranet and developing new sites, as well as teaching new users HTML editing tools and web development.  
Was also involved in multimedia software planning and developing.

Web Developer

Yarid Hasfarim

Supervised orders and sales.
Was in charge of computer services for bookstore chain.

Ashrot Computer Training

Taught beginners and advanced computer classes. Microsoft packages and technical English for computer technicians.

Computer Instructor

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

A client spent $10,000 on an "all-in-one" platform.



Two weeks after we started working together, we scrapped it entirely.

She was working harder WITH the tool than without it.

The problem? She chose based on features, not fit.

Before evaluating any business tool, answer these 3 questions:

1\. Purpose: What specific outcome do you want?
2\. Process: What are your exact current steps?  
3\. People: Who will actually use this daily?

Tools should serve your business, not the other way around.

Building systems that scale with your ambition | 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

Stop asking for everything upfront. Build customer profiles over time.


Traditional approach:
One massive form asking for everything: company details, contact info, project requirements, budget, timeline, technical specifications, decision-making process, etc.

Result: 15% completion rate. Most people see 20 questions and abandon immediately.

Progressive profiling approach:

First interaction (minimal friction):
→ Name, email, company
→ General interest area
→ Rough timeline

Second interaction (after email engagement):
→ More specific project details
→ Budget range
→ Technical requirements

Third interaction (after phone call or demo):
→ Decision-making process
→ Implementation timeline
→ Detailed specifications

Same information collected eventually.
Much higher completion rates at each stage.
Better customer experience because requests feel reasonable.

Progressive profiling recognizes that relationship building happens over time.

You don't need to know everything about a prospect before the first conversation.

You need to know enough to have a valuable first conversation.

Then learn more as the relationship develops.

Smart forms support relationship progression instead of demanding instant information downloads.

"Everyone asks me what to do today."


Heard this from a client whose system tracked everything perfectly. 
Status updates. 
Progress reports. 
Assignment details.

But the system only recorded history. It didn't guide action.

The problem: Status DOES NOT EQUAL  Stage

Status tells you what happened. 
Stage tells you what happens next.

When workflows only capture status, you become the interpreter. 
Every update needs your translation into next steps.

This creates daily bottlenecks and prevents teams from becoming self-directing.

Action-oriented workflows embed decision logic:
👉 When project enters review: auto-send approval request
👉 If approved: move to production queue
👉 If revision needed: schedule design meeting within 24 hours

Stop being the daily translator. Design systems that guide action.

The scaling ceiling isn't about capacity. It's about complexity.


Revenue capacity: More clients requiring more man**l work
Quality consistency: Man**l processes introducing variability  
Stress levels: Team overwhelmed managing chaos instead of delivering value

When systems handle routine tasks, humans focus on value creation.

Reorganizing by function sounds simple. Here's why it's not.


The concept is straightforward: Stop organizing around people, start organizing around business functions.

The execution is where most businesses fail.

Because Sarah isn't just going to cheerfully hand over her marketing responsibilities. She's built her identity around being "the marketing person."

And Mike won't easily give up customer service tasks. That's how he stays connected to customer feedback.

Plus, what happens to the work during the transition? Someone still needs to handle everything while you reorganize.

Successful functional reorganization requires:

→ Change management that respects people's concerns
→ Transition planning that maintains business continuity
→ Clear communication about why the change benefits everyone
→ Gradual implementation instead of overnight revolution
→ New success metrics aligned with functional ownership

It's not a weekend project. It's a strategic initiative.

But businesses that do it right see results within 30-60 days.

And the competitive advantage compounds over years.

The question isn't whether functional organization works.

The question is whether you have the patience and discipline to implement it properly.

Most businesses give up after the first week of discomfort.

The smart ones push through and reap the rewards.

Karen Haywood

Coach Recruitment Ltd

Business Consultant, mentoring and coaching Recruitment leaders to Drive Sales Growth and Business Excellence

🔸 Operational Support and Coaching: Providing personalised mentoring and coaching to enhance personal and business effectiveness. My focus is helping you identify top talent within your team, enabling effective succession planning, and empowering you to take a more hands-off approach while maintaining a keen eye on your business.

🔸 Cultivating a Skilled and Engaged Culture: Our goal is to create a highly skilled and engaged culture within your business.  We ensure alignment with ambitious goals and targets by retaining top-performing teams and offering clear career paths. This approach facilitates effective talent management and supports your business objectives.

🔸 Strategic Collaboration: Working together strategically, we take the time to understand the dynamics of your team and establish future business needs. By defining team roles and turning vision into action, we provide operational support that drives tangible results.

🔸 Target Setting for Success: We assist in setting comprehensive targets encompassing financial goals, operational efficiency, and enhancing employee and customer experiences. Through a plan, do, and review approach, we provide coach accountability, support, and guidance to ensure continuous progress and sustainable growth.

Our holistic approach combines strategic planning, team dynamics, and operational excellence to maximize your recruitment business's potential. Let's collaborate to achieve your growth aspirations with a clear focus on results and fostering a thriving organizational culture.

Coaching & Business Consultancy, Non-Executive Director delivering scalability & growth.

🌟 Management Academy -  Unlocking Leadership Excellence and Driving Organisational Success 🌟

Are you ready to cultivate a generation of confident and effective leaders within the business? Our Management Academy offers a transformative program designed to elevate your managers into inspiring leaders, enabling them to steer your business toward new heights of success.

Comprehensive Leadership Development: Our academy provides a comprehensive curriculum that equips managers with the essential skills and knowledge needed to excel in their leadership roles. Through a blend of personalized coaching, and practical exercises, we empower your managers to navigate complex challenges, motivate teams, and drive sustainable growth.

Practical Application and Results emphasing the practical application of learned skills and knowledge to drive real-world results. The program allows managers to immediately apply what they've learned, translating theory into tangible outcomes that impact your bottom line.

Leadership Excellence for the Future: Mentoring goes beyond traditional training programs. We develop agile and forward-thinking leaders who can adapt to the rapidly changing business landscape. By instilling a growth mindset and providing ongoing support, we prepare your managers to lead with confidence and resilience in the face of evolving challenges.

Elevate Your Leadership: Let Academy be the catalyst for developing a high-performing leadership team that can guide your organization toward long-term success. Invest in your managers' growth, and witness the transformation as they become influential leaders who inspire, motivate, and achieve exceptional results.

Management Academy

Building the foundations by designing solutions to address gaps in the business setup. 

Financial planning to support the vision, translating the strategy into operational success. 

Providing the clarity and confidence by giving you the skills and knowledge

Business Mentoring small to medium recruitment business leaders 

Designed for solo business owners in Recruitment, Coaching, and Consultancy

Monthly goals clubs. Keeping you accountable to your goals.

Defining your goals and reviewing your successes

Create purpose and direction with financial planning and raising performance in operations.

Monthly Mentoring

Ditch the Script

DITCH THE SCRIPT: Elevate Skills, Accelerate Success.
 
Most leadership training is generic. Off-the-shelf content that doesn’t stick. We do things differently.  At DITCH THE SCRIPT, we take emerging leaders in recruitment and sales-driven businesses and turn them into confident, commercially aware, and strategic thinkers - the kind of leaders who own their decisions, inspire their teams, and drive real business results. Our training isn’t just another leadership course. It’s tailored, interactive, and built around DISC profiling, making it uniquely suited to your team’s specific needs. We focus on the real-world skills that matter: 
 
✔️ Giving feedback that actually lands. 
✔️ Motivating teams to perform at their best. 
✔️ Resolving conflict before it escalates. 
✔️ Thinking strategically—not just reacting. No more relying on senior management to solve problems. 

No more second-guessing. Just leaders who step up, take ownership, and deliver. 
 
If you’re investing in leadership training, make sure it actually works. Let’s chat. 
Customised tailored industry training provider, utilising DiSC as a behaviour assessment tool to elevate skills to accelerate results

Director / DiSC Certified Trainer 

Smart Solutions Recruitment

Created and implement strategic plans to improve new business sales delivery to diversify the client base.

Driven improved accountability for existing account growth and revenue streams with an overview for daily operations, sales growth, cost constraint and business performance.  

Training, coaching and development of the teams to improve product knowledge, service delivery and customer experience.  Along with leadership mentoring and succession planning. 

Promoted an inclusive and positive high performing culture, implemented best practice methodologies across the business, developed a data analysis culture within the team, leverage a performance management mindset and financial overview, deep dive of KPI’s, market and competitor analysis, customer service engagement, management and sales training. 

Key accomplishments 

	Delivered on Budget of £15.1m
	Developed and managed a team of 22 direct FTE and 800 indirect FTE.
	Grew LfL financial performance by 38%
	Improved gross profit margins by 4% to an average of 16%
	Restructured the team creating £527k in revenue growth and cost saving
	Identified and nurtured talent, promoting 4 to create future business strength.
	Accountable for 4 onsite clients across the South West, Yorkshire and West Midlands

Regional Director

Encore Personnel

Entrepreneurial sales driver; developed strategies for people development, business growth, profit generation and cost control. Providing operational support with hands on leadership, to lead, manage and create cross divisional partnerships for growth, manage regulatory compliance, performance management, focusing on financial performance, customer service delivery and staff engagement and motivation. 

A Senior Stakeholder that was instrumental in building a strategic framework for growth.  Accountable for new business development; service delivery, daily leadership of diverse multi-disciplined teams and client base, whilst creating cost effective team performance, leveraging continuous improvement and performance delivery to the business. 

Key Achievements 

	Developed strategies for significant business growth over a five-year period - At peak delivered a year on year increase of 45% increase in revenue
	Delivering business growth from the set-up of seven organic start-ups 
     Net profit improvements 43% from negotiating margin increases and  rationalising of costs and overheads 
	Opened five new offices in Slough, Leeds, Birmingham, Nottingham, and Northampton in addition to two specialist divisions (Aviation and Perm) servicing Industrial Manufacturing and Distribution sectors.
	Initiated HR strategies to improve staff retention by 23% and staff engagement by 15% plus coached, trained, and developed high performing and motivated teams resulting in 16 award winners. Resulting in improved client satisfaction and retention by 13%
	Challenged working practices and processes to reduce staffing costs by £125,000
	Improved the onboarding and hiring process to attract engage and retain talent 
	Improved frequency and quality of training from the introduction of E-Learning platforms and workshops

Operations Manager

The Best Connection

Branch Manager

Staffline Recruitment Group Plc

Running your own business shouldn’t feel this hard.

You’re wearing every hat, making every decision, and constantly questioning whether the people, the process, or the profit are where they should be. And the worst bit? You’re doing it alone.

That’s where I come in.

With 30 years in recruitment and sales, I work with owner-led businesses to take the chaos out of growth. Together, we structure the business, create accountability that actually sticks, and build a plan that doesn’t just sit in a drawer.

Clients come to me when:
❌️The team looks busy but the results are flat
❌️ Profit isn’t where it should be
❌️ They’re knackered and doing all the heavy lifting

What they get is:

✅️ A clear path forward
✅️ Straight-talking support
✅️ Confidence that the right things are getting done

Sound familiar? Let’s have a proper conversation.

karen@coachrecruitment.co.uk  OR just drop me a DM here.

Coaching & Business Consultancy | Recruitment Business strategy to deliver operational support

Mentoring and Coaching Recruitment Leaders to Drive Sales Growth and Foster Business Excellence

🔸 Operational Support and Coaching: Providing personalized mentoring and coaching to enhance personal and business effectiveness. Our focus is on helping you identify top talent within your team, enabling effective succession planning, and empowering you to take a more hands-off approach while maintaining a keen eye on your business.

🔸 Cultivating a Skilled and Engaged Culture: Our goal is to create a highly skilled and engaged culture within your organization. By retaining top-performing teams and offering clear career paths, we ensure alignment with ambitious goals and targets. This approach facilitates effective talent management and supports the realization of your business objectives.

🔸 Strategic Collaboration: Working together in a strategic manner, we take the time to understand the dynamics of your team and establish future business needs. By defining team roles and turning vision into action, we provide operational support that drives tangible results.

🔸 Target Setting for Success: We assist in setting comprehensive targets encompassing financial goals, operational efficiency, and enhancing employee and customer experiences. Through a plan, do, and review approach, we provide coach accountability, support, and guidance to ensure continuous progress and sustainable growth.

Our holistic approach combines strategic planning, team dynamics, and operational excellence to maximize your recruitment business's potential. Let's collaborate to achieve your growth aspirations with a clear focus on results and fostering a thriving organizational culture.

One of my clients grew from £5M to £8.1M in less than18 months.

They didn't hire 10 new recruiters. They didn't rebrand. They didn't buy expensive CRM software.

Here's what they did instead

Stripped out the "relationship management" excuse. Every consultant now has a BD target. Non-negotiable.

Rebuilt comp structure. Billers got rewarded. "Busy" people got performance conversations.

Sacked two senior consultants who refused to adapt. (Painful, but necessary.)

Promoted three high-performers who embraced the sales culture. Revenue exploded.

The result? £3.1M growth. Same market. Same desk fees. Different culture.

This is what happens when you stop tolerating mediocrity disguised as "I'm working really hard."

If your team is maxed out but revenue isn't moving, the problem isn't effort.

It's accountability.

Helping overwhelmed founders turn chaos into clarity. Through people, profit and process that actually work | Your Parter in Practical Business Clarity.

Most recruitment firms hit £5M and stall.

Not because they lack talent. Not because the market's dried up. Not because they need better recruiters.

They stall because they've built a service culture in a sales business.

Here's what that looks like

→ Consultants spend 80% of their time "managing relationships" (aka, hoping clients call them) 

→ Business development feels pushy, so it doesn't happen consistently → 

The best recruiters get promoted to management (where they stop billing) 
→ Revenue per head plateaus at £180K-£220K because everyone's "too busy"

You can't service your way to £8M.

The firms that break through? They make one uncomfortable shift

They stop rewarding busyness and start rewarding revenue.

If you're stuck at £5M with a team working flat out, you don't have a capacity problem.

You have a culture problem.

People ask me: "What's the first thing you do when you start working with a recruitment firm owner?"

Here's my process

Week 1: I audit everything.

Not just the P&L (though that matters).

I look at

👉Who's billing what
👉Who's held accountable for what
👉What the owner is actually doing all day
👉Where the bottlenecks are
👉What's being measured (and what's not)

Usually, I find
The owner is doing the jobs of six people. The team has no clear KPIs. 

"Accountability" means a monthly chat that goes nowhere. No one understands the financial implications of their work.

Week 4: We build the foundation and map the business.

Clear roles. Real KPIs. Weekly accountability. Financial literacy.

Ongoing - We train and implement, iterate, and hold the line.

Because transformation isn't a one-time event.

It's a 12-month commitment to doing the hard things consistently.

Most business owners want a magic bullet.

I give them a proven system and the accountability to use it.

That's the difference between stuck and scaled.

taplio

The Battle

Irit Levi

Karen Haywood

Followers

Posts

Engagements

Likes

Performance ScoreIrit Levi's LinkedIn Performance

Performance ScoreKaren Haywood's LinkedIn Performance

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taplio

The Battle

Irit Levi

Karen Haywood

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Irit Levi's LinkedIn Performance

Performance ScoreKaren Haywood's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreIrit Levi's LinkedIn Performance