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

Stuff - we all have it.


We collect it like our life depends on it.
It makes us happy (or so we think).

We put a lot of thought into what we buy,
where we'll put it
how we'll us it
who will see it

We spend a lot of money on some of it.

And after 120 years, when we're gone, it stays behind.
Filled with dust, or hung in a closet somewhere.

We can't take it with us.
And no one wants it.

For the past 4 months my siblings and I have been slowly dismantling our parents' home.
Accumulated stuff from over 140 years.

Clothes, shoes, knickknacks, jewelry, tech, books, photos, letters, paperwork (SOOO MUCH paperwork), dishes, furniture....

The peak was earlier this week. We finally had someone come in and tow away all the furniture.

It was strange looking at the bits and pieces left behind that no one wanted.

My husband and I kept supporting each other and reminding ourselves that the stuff we have is just that - stuff.
It really has no value.

Sentiment has its place, but if our house is filled with stuff we're doing something wrong.

Our society has become so focused on tangible goods, that we often forget that the most important investment is in our family and our loved ones.

It's better to invest in people.
Invest in creating memories.
Invest in making others feel good.
Invest in DOING good.

Because that's what will truly remain after we're gone.

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

Everyone wants to talk about the AI. Nobody wants to talk about the script.


That's backwards.

I just reviewed two companies using the same AI voice technology. Identical platform. Same voice. Similar target market.

One converts at 25%. The other at 4%.

The difference? The script.

The successful company spent 6 weeks developing theirs:
\- Interviewed top-performing reps
\- Surveyed clients about what resonated  
\- Tested 5 different opening approaches
\- Mapped common objections and responses
\- Built qualification frameworks
\- Created conversation branches for different scenarios

The struggling company used a template they found online. Modified it in an afternoon. Wondered why results were mediocre.

Here's what goes into an effective script:

Opening that immediately communicates value (not "Hi, my name is..."). 
Questions that qualify without interrogating. 
Objection handling that feels conversational, not defensive. 
Natural transitions between topics. 
Clear next steps that match your actual sales process.

And here's the secret: it changes constantly.

The companies seeing best results review calls weekly. They identify what's working. What's not. Where prospects lose interest. Where they engage.

They refine continuously.

If your script is generic, your results will be generic. If your positioning is weak, AI amplifies that weakness.

This is why setup takes 5-7 weeks. Most of that time isn't technical. It's strategic.

You're not installing software. You're building the operational foundation that makes automation effective.

Get the strategy right. Then let technology multiply it.

You're teaching your clients to fail. And you don't even know it.


When you manage your business through Google Docs, you're inadvertently training clients to do the same.

Six months from now, they'll be drowning in scattered action items across documents. Wondering why they can't track what needs to get done.

They'll hit the same scaling wall you're hitting. For the same reasons.

This isn't about being picky. It's about being strategic.

The tools you choose teach your clients how to work.

If you're managing through documents instead of systems, you're modeling a workflow that won't scale with their growth.

Your clients hired you for your expertise. That includes showing them what good operations actually look like.

When you give them a client portal that shows only their tasks, filtered by status, sorted by priority, with automated reminders â€” you're not just making your life easier.

You're teaching them what's possible. What they should expect from their own operations.

Companies using project management tools complete 61% of projects on time, compared to 41% for those without proper tools.

That's not marginal improvement. That's the difference between scaling successfully and hitting constant bottlenecks.

Your job isn't to make clients comfortable with inadequate tools. It's to make them successful with the right ones.

78% of automation projects fail to deliver expected ROI.


I know why.

They automate the wrong things in the wrong order.

Here's what I've learned from 15+ years in operations:

Automation multiplies what you already do. If your process is broken, automation makes you fail faster.

Before you automate your sales process, answer these:

❓Do you have a repeatable sales process that works when you execute it? (If your conversion rate is inconsistent, fix that first)

❓Can you clearly articulate what makes someone qualified vs. not qualified? 

❓Do you have capacity to handle 5-10x more qualified leads? (Generating leads you can't convert is worse than not generating them)

❓Is your CRM actually tracking your pipeline? (If you're using spreadsheets, you're not ready)

The companies seeing 240% ROI from automation have one thing in common: they built operational foundations first.

They documented processes. Created clear handoffs. Established metrics. Built systems.

Then they automated.

The technology is powerful. But it's not magic. It's a force multiplier for strategy you already have.

Get your operations right. Then automate what works.

Not the other way around.

Status tracking won't tell your team what to do tomorrow.


Your project dashboard shows exactly where everything stands. Progress percentages. Assignment details. Timeline updates.

Yet people still ask "What should I work on today?"

Here's why: Knowing where something IS doesn't tell you what to DO about it.

Status thinking: "Project 60% complete, awaiting client approval"
Stage thinking: "Send approval request. If approved by Friday, move to production. If not, schedule revision meeting"

One describes the past. The other prescribes the future.

Most workflows optimize for reporting ("Where are we?") instead of guidance ("What's next?").

This creates the interpretation gap. Your team sees the data but needs you to translate it into action.

Design workflows that embed decision logic:
👉 When [this happens], then [this action]
👉 If [condition met], assign to [person] by [deadline]  
👉 When [stage complete], automatically [next step]

Stop tracking what happened. Start guiding what happens next.

Your future self will thank you for integrating systems now.


Every day you delay, you're paying the man**l tax and hitting scaling ceilings harder.

The question isn't whether you can afford to integrate your systems. It's whether you can afford not to.

Start with your biggest pain point. Success there builds momentum and demonstrates value.

Timothy Peterson

President and COO at Speir Digital Inc. / President and COO at RobRoySW / CMO / CDO / Fractional C-Level Leader / Board Member / Startup Advisor / Podcast Host / Ecommerce / Digital Marketing / Transformation Projects

Marketing, Ecommerce, and Operational Expertise, Delivered with Personality, Style, and Showmanship!

FOCUS:  Bringing on the Roaring 20s version 2.0!

FOCUS:  Marketing / Pivoting Your Business Quickly and Decisively

FOCUS:  Planning and Growth

FOCUS:  Working with Investors, Vetting Funding Proposals, Writing Business and Marketing Plans, "Fixer"

C-Level, Senior Executive, and Managerial roles in Marketing, E-commerce, Operations, Business Intelligence, Sales, Account Management, Database Operations, Retail, Transformation, and more.

Expertise:
 
- Operations, COO, President, P&L responsibility;
- Marketing, online and offline, CMO, CDO, VP, Director;
- Sales, Account Management, Chief Client Officer;
- E-Commerce, 3-time VP, Director;
- Retail, all channels, including time as a brick-and-mortar multi-unit Store Director, Store Manager, Manager;
- Data, Artificial Intelligence, Data Science, Analytics, Operations, SaaS, technical leader of a co-op database, leader of an analytics re-platforming and integration, Business Intelligence;
- Consulting, independently, through agencies, and as client services leader. Front-end and back-end digital work, innovation processes start-up plans and funding;
- Implementations, solution selection for marketing databases, business intelligence platforms, Websites, and E-Commerce platforms, and;
- Start-ups, multiple, including a founder and CMO for a deal and review site and business development for an early dot-com era venture. A mobile app start-up, retail/ecommerce hybrid in "live commerce." Founded two other businesses while in college.  More.  Startup advisor.

Specialties: E-commerce, digital marketing, omnichannel strategy, operations, leadership, product development, merchandising, operations, mobile, social, revenue generation, business development, sales, account management, data quality, data privacy, data security, crisis management, Business Intelligence, SaaS, project management, CRM, reporting and analytics, budgeting and forecasting, transformation, P/L, SEO, SEM, affiliate networks, CSE, catalog, print marketing, databases, lead generation, customer acquisition, reactivation and optimization, team-building, motivation.

COO, CMO, CDO, CCO, PRESIDENT, FOUNDER, CO-FOUNDER, BOARD MEMBER / LEADER IN DIGITAL MARKETING, ARTIFICIAL INTELLIGENCE/AI, SAAS, INNOVATION, MEDIA, SERVICES, ECOMMERCE, CONSULTING, STRATEGY, TACTICS, OMNICHANNEL RETAIL, INVESTORS, STARTUPS

Co-Host The Hard Truth About B2B Ecommerce Podcast

My co-host Isaiah Bollinger, CEO of Trellis Commerce, and I are approaching episode 100.  Find us on Spotify, iTunes, or anywhere you find your podcasts!  We examine everything B2B eCommerce.  B2B makes up the lion’s share of eCommerce potential revenue, even though it is quite often overlooked by many businesses.  This podcast aims to bridge the knowledge gap and help businesses of all shapes and sizes recognize the vast eCommerce potential that exists today.

https://open.spotify.com/show/0eEhAydRiBeSKWfYlGIieC

Contact me:
timothy@trellis.co

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