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

Did LinkedIn  just take out the posts section from the profile?

Or is this a glitch??



UPDATE: apparently it was a glitch. On recommendation of my good friend Michelle J Raymond, I cleared my cache and it helped.

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.

Your team shouldn't need a man**l to check off tasks.

Simple actions should be simple to perform. But most systems optimize for data integrity over ease of use.

Checking "done" requires:
👉 Navigate to project view
👉 Find the right record
👉 Update multiple fields
👉 Return to task list

Meanwhile, your team reverts to personal tools because they're easier.

The update friction barrier kills adoption faster than missing features.

Design for the 80% use case. Make common actions effortless.

When checking off a task takes longer than doing the task, your system needs interface work.

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.

"Changing lives one bite at a time!" | Educating and empowering individuals to obtain a healthy lifestyle, Weight Loss Coach

We all know that dieting is hard. 

You might be: 

✔️Experiencing aches and pains
✔️Scared by a recent health issue
✔️Frustrated after trying fad diets with no success
✔️Eager to play with your kids/grandkids without getting out of breath 
✔️Wanting to shop and wear whatever you choose (and not just the color black!)

I understand what you’re feeling, and can help. 

I have 20 years of experience coaching individuals in weight loss and healthy eating habits. I’ve helped more than 500 clients build and maintain a healthy lifestyle.

For some clients, our focus is weight loss. For others, our focus is treating medical conditions such as IBS, PCOS, Acid Reflex, Type 2 Diabetes, and many others through healthy eating.  

A few important points about my approach: 

⭐I don’t believe in quick fixes, pills, shakes or injection
⭐I focus on eating from all six major food groups, with an emphasis on portion control
⭐Carbs aren’t the enemy, and I show you ways to incorporate them into your diet naturally
⭐I don’t believe in deprivation, we need to enjoy our food! Moderation is the answer. 
⭐I take into account your religious practices such as Shabbos, The Yom Tovim, and many other holiday food traditions. I provide you with customized and practical solutions. 

I guide you through every step of the way - and hold you accountable! 💪


My signature program includes twice a week coaching (in person or remotely) and weekly check-in via email. It lasts a minimum of 8 weeks. Once the goal weight or outcome is achieved, we then continue working together for 5 weeks of stabilization and 10 weeks of maintenance. We learn about healthy eating, create meal plans together, develop organizational skills, and more. 

After working together, my clients feel empowered and in control of their life when it comes to eating.  They have adopted healthy eating habits for life, have gotten to goal weight and are proud of their accomplishment. And best of all, they have the tools to maintain their weight.

Let's get in touch and discuss if it's a good fit to work together!

516-567-2155
rshatzman@gmail.com

Rosalie Shatzman

I don't like the elephant sound, Grandma!🐘


😟


Said my 2 year old grandson...

I've been in Israel for the past week and a half visiting my children and grandchildren.

I wanted to keep this trip special and post about my experience when I returned to the States.

But yesterday changed all that...

Sirens rang out all day on Shabbos.

My two year old grandson has a name for the sound - "the elephant" 🐘

He told me he doesn't like it, tears in his eyes, voice quivering...

It broke my heart 💔

His older sisters (4 and 6) and his two older cousins (5 and 7) didn't hesitate, when they heard the sirens - they knew just what to do!

They moved quickly to the mamad (the bomb shelter/safe room) without being told.

These are just little kids😟

And yet, as I look at these beautiful little children, I'm overwhelmed...

How do they do it?

How do they grow up with this as their normal and still laugh, still dance, still talk about their costumes and having fun, when things seem so uncertain...

How do they still shower others with love and kindness...

How do they still remember all the good and not dwell on all the darkness...

It's a testament to their parents who  model courage, and from a community who shows up for one another no matter what...

From a people who have always found a way to dance even in the darkest of times.

I'm so very proud of all of them!

Am Yisroel Chai!🇮🇱

Wishing everyone A Freilechen and joyful Purim.🎭

#OperationRoaringLion
#ThankYouHashem
#Thoughts2ChewOn

Coaching teens and adults in adopting healthy, sustainable, and maintainable eating habits for life/Specializing in weight loss

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