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.

Ethical Emails

Ethical email marketing consulting and strategy for B2B and eCommerce B Corps, 1% for the Planet, and other mission-driven brands.

The same values you stand for must show in your overall comms and where your audience hangs out, including the only platform you fully own - your email marketing list. 

Here's how we can find the hidden 6-figure revenue (and impact!) in your existing email list together:

💌 1-hour consultation - Pick my brain on your email-related questions. You can use this hour to discuss how to optimize an existing automated flow for more conversions and impact, or have me look at a new strategy you came up with.

💌 VIP Email Strategy Day - Understand how you can convert more of your subscribers in a single day. You’ll get a detailed strategy that will guide the next 3-6 months of your email marketing, which can include: what to send, which segments to have, how to balance sales emails with providing value, how to grow your list with top-quality subscribers, how to keep your list highly engaged and clean, which flows you must have in place, and more.

💌 Email marketing strategy partnership (minimum of 3 months) - For brands that want to generate 6-figure results with their existing list, but don't know how to do it. Your team will have ongoing support to create, implement, and optimize your emails for higher engagement and conversions - without sacrificing your values or edge. 

One of my clients recently added $203k to their bottom line two months after starting to work together. Before that, their email list was as cold as ice. 

Send me a DM to get started.

P.S. Don't fit the *exact* criteria mentioned here, but you're running a business for good and would to increase your email revenue and impact with *my help* regardless? Get in touch here: https://www.ethicalemails.co/contact

CEO (Chief Email Officer), Ethical email marketing consultant and strategist

The Bathtub Studios

When I moved to Berlin, Germany, I started collaborating with various artists based in the city. 

I produced classical to jazz, indie to pop, and every type of genre in between. 

As a producer and sound engineer, my role included:
- Doing research and scouting the artists I was interested in
- Presenting them with a compelling offer for them to work with me
- Being involved in the rehearsal process and making sure the musicians were ready for recording
- Making sure that everyone involved knew where they needed to be, when, what they needed to do, and what was expected of them during the recording day and the process thereafter
- Finding the right space or studio to record in and securing it, considering the budget at hand
- Preparing the recording session and equipment at the location before the musicians arrived, so they'll have a smooth, fuss-free experience
- Knowing what to say, ask, or do so the musicians would give their best performance
- Mixing the raw files into polished, cohesive, clear, and attractive songs
- Making connections with mastering engineers that made the final product shine and ready for distribution

Between 2016 and 2018, I engineered, recorded, produced, and mixed 3+ EPs: 
- Brea Robrtson's album, "Hillcrest to Here", 
- My passion project "Aqua: Unknown Waters", 
- And Kayan Project's EP.

Aside from the creative side, acting as a music producer and sound engineer required me to be crystal clear in my communication, be extremely organized throughout the whole process, know how to talk to different types of people to get the best results, and provide the musicians (my clients) with results they were beyond impressed with.

Music Producer

A good songwriter is a marketer in disguise. To write a successful song, you need to:

- Know your audience and what makes them tick
- Capture their attention quickly 
- Retain that attention for anywhere between 2 to 10 minutes
- Use repetition wisely
- Tell a good story in an interesting way
- Take your listener through a journey that feels personal
- And know the structures that make a good song - while being open to stretching those boundaries

On a less serious note, this is the only profession in the world where you can say "Oh, I hear voices in my head", and people won't look at you funny.

Songwriter

Loving Against My Instincts

21 episodes produced (solo + interviews) about conscious relationships and how to improve them - with others or with ourselves. 

To launch the podcast, I recorded intros + outros, a musical theme, and mapped out the topics and guests I wanted to have.

I was solely responsible for every aspect of it:
- Researching possible topics and guests
- Booking guests and making sure everyone has all the links and info for successful promotion
- Finding ways to technically record each episode at the highest quality
- Editing each episode and getting it ready for distribution
- Using a great distribution platform and uploading an episode on time once every other week
- Writing show notes and episode summaries
- Producing snippets and social media posts to promote each episode multiple times

After half a year of producing this podcast and self-publishing, I was invited to be a part of the annual podcast convention in Berlin - including participating in a panel for podcast producers and recording an episode in front of a live audience.

This experience included being both extremely detail-oriented, as well as seeing the bigger picture. It strengthened my project management skills and a better marketer too, and showed me that when I set a goal, come hell or high water, I'll make it happen.

Above all, I learned more and deeper about human relationships and psychology - what makes us tick and how to communicate better to achieve our mutual goals. That knowledge is invaluable in marketing and sales, and my clients' results are a testament to that.

After 21 episodes I stopped producing the podcast due to my travels around the world. It was fun while it lasted.

Podcast Host

Sababa Restaurant

Starting yet again as a humble waitress, I quickly climbed my way into key positions. 

In my time in those roles, I doubled the number of staff, optimized working systems, and instilled a strong, diverse, synergized team - all of which increased the revenue of the company to an all-time high.

Working closely with the head chef and owner, I identified the areas that were working well but could be optimized - from daily activities to sales techniques or SOPs. I brought my skills to oversee multiple details and keep a close eye on the big picture at all times, which brought the results described below.

Thanks to my work and my teammates' efforts, the restaurant reached its:

- Highest sales rates,
- Highest number of new and returning customers,
- And the highest number of daily special offers developed and sold.

At the same time, I developed a deeper understanding of retention efforts, building personalized customer experiences and human psychology, sharpened my storytelling, auditing & optimization, and sales skills, and implemented multiple feedback loops of both customers and staff (which resulted in happier and more collaborative work environment & better sales results).

Floor & training Manager, Head of People

Shira Bloch Law Office

This hands-on, dynamic role required me to dive deep into a world full of new terms and professional jargon and communicate those clearly both to the office partners and to clients.

I had a multitude of responsibilities, from ordering office supplies and keeping track of correct documentation, to office calendar management, shipment coordination, and technical troubleshooting.

During my role, I optimized the existing filing system and taught the partners how to be more efficient themselves with their existing tools.

Office Manager

Landwer Coffee

Food has always been a love of mine and a huge point of interest. Starting as a humble waitress, the owner quickly recognized my fast-learning skills, my dedication to the role and company, my natural knack for teaching others, and my curiosity for finding ways to continuously optimize and improve things around me.

I was promoted to be the training manager of the branch, responsible for communicating with the national company headquarters, learning about improvements and new goals, and then bringing them to my team and making sure that those changes/additions were implemented successfully. That role required finding solutions that suited both the company and the workers so they'd lead to sales growth.

Training Manager

Galei Tzahal

Reporting the latest news for 50% of Israel's radio listeners on an hourly basis. 

As a journalist in a major news agency, I was responsible for gathering and delivering information that was crucial for the livelihood of millions - from politics to public transport strikes. 

Accuracy, time management, storytelling, and simplification of complex concepts played a big role in my day-to-day activities. 

Another important part of this role was adaptability and agility, learning how to grab the attention of the audience fast, and sometimes, holding it for hours on end (when there was a critical ongoing event happening).

I met with decision-makers and leaders who ran the country daily, and covered global stories too, all the while keeping my journalistic integrity.

The connections I made and the trust I nurtured with key figures in my areas of responsibility allowed me to expose an extensive corruption story in the Israeli ministry of transportation, leading to major changes in personnel.

News Correspondent / Editor / Anchor

Helping B Corps turn their subscribers into their biggest F.A.N.s | Ethical email marketing strategist | Pasta person | Nomad, currently: Vietnam

Your email list is a goldmine, but somehow, your subscribers aren't converting as well and as consistently as you hoped.

Most mission-driven B2B and eCommerce brands know email marketing could be a game-changer, but they're stuck copying "best practices" that treat people like walking wallets – tactics that feel completely misaligned with your brand's values.

Your team is stretched thin, stumbling through campaigns without strategic understanding. You can't confidently show stakeholders how email contributes to revenue because you're tracking opens and clicks instead of revenue attribution.

Here's what's actually possible: systematic email marketing that respects your audience while generating six-figure results. 

After helping brands generate $203K from a previously neglected list in less than two months, and increase event sales by 39.65% with one simple email strategy, the pattern is clear – 

You don't have to choose between authentic relationships and revenue.

The missing piece? 

Someone with deep email expertise who can step into your business and take strategic ownership of this channel while understanding that mission-driven brands need different approaches.

Your email marketing doesn't have to feel pushy or compromise your values. 

When you have the right strategic foundation, your existing audience can transform into a consistent source of qualified prospects who are genuinely excited for sales conversations, or repeat customers eager to use your products.

If you are ready to turn your email marketing into a revenue-generating asset that actually aligns with your mission - send me a message. I'd love to connect.

Yuval Ackerman

The very last email roundtable of the year is happening tomorrow and on Thursday, and it’s one of my favorite spaces to host.

Seats are intentionally limited so everyone gets real attention, and more than half of them are already gone.

If you want to:

• Raise your email questions before heading into 2026

• Hear what’s been working for fellow good-doing B2Bs who sent emails this year, and what they’re planning for next year

• And know what’s actually new and relevant now in the inbox (not the recycled advice floating around your LinkedIn feed)

... then this is *exactly* the space for you.

Want an invite? Join my newsletter first. I’ll send you a link to RSVP in a bit:

https://lnkd.in/gdWFfPDB

Helping marketing teams find the 6-figure revenue in their email list | Ethical email strategist & consultant for B2B and eCommerce B Corps, 1% for the Planet & mission-driven brands | International speaker | Pasta fan🍝

As an email consultant for good-doing brands, last week was... interesting.

Now that the Black Friday/Cyber Monday/Giving Tuesday craze is (at least officially) behind us, here are my takeaways:

1. Sales aren't the problem - misalignment is.

Every business needs to sell. Audiences are better off spending with brands that create a positive impact than with brands that don't. But good businesses can't make the BFCM decision lightly. When the tactics used during that one weekend contradict how you operate the other 51 weeks of the year, you risk wiping out years of trust-building. Trust is hard to build, easy to lose, and incredibly difficult to regain.

2. Can we stop calling it "Green Friday"?

The goal is sales - sales with better impact, sure, but sales nonetheless. The semantic shift doesn't fool anyone.

3. Too many B Corps and 1% for the Planet brands copy-pasted the standard BFCM playbook.

Multiple emails per day. ALL CAPS SUBJECT LINES. Fake urgency and scarcity. "Surprise" deadline extensions that everyone expected. Poor segmentation.
These tactics were never designed for values-driven businesses and their audiences. The question isn't just "Did it work?" but "At what cost?" A short-term sales spike might come at the expense of long-term brand credibility. These companies must include such hard questions in their post-sale debriefs.

4. B2Bs stayed silent, as usual.

Most B2Bs I work with avoid this parade entirely. But what could a strategic BFCM promotion with "better practices" achieve? The gap in the market is right there…

5. The numbness is real.

After last week's email avalanche, more people are growing immune to Black Friday promotions. Values-driven businesses might need an entirely different sales strategy - and if anyone's going to pave that path, it'll be the bold, innovative B Corps, 1% for the Planet companies, and like-minded brands.

Did anything stand out in your inbox last week?

It doesn’t matter what I think.

Clients often ask me things like: 

• “Do you think this topic will work?”

• “Should we move the button here or there?”

• “What do you think people will click on?”

And my answer is always the same:

“It doesn’t matter what I think, it matters what your audience shows us.”

Your subscribers are already telling you what’s working and what’s not.

Every open, click, and scroll paints a picture of what resonates and what doesn’t.

Sometimes that “tiny” change, like a different button color, or moving your CTA to a more natural spot, can finally drive real ROI.

Not because it’s trendy, but because it’s true to how your audience behaves.

If you’re making email decisions based on gut feelings or what you hope would be right, instead of data, it’s time to start listening differently and become more curious about your audience.

Because they’re already giving you the answers.

Need help making better email decisions that are aligned with your brand values and drive ROI?

Book a disco call here: https://lnkd.in/gUTyunWE

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The Battle

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Yuval Ackerman

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taplio

The Battle

Irit Levi

Yuval Ackerman

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

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