How to Scale Your Business Without Burning Out: Lessons from the Executive Edge Live Panel

How to Scale Your Business Without Burning Out: Lessons from the Executive Edge Live Panel

Fast growth is exciting—until it starts to cost you your health, your team, or your culture.
If you’re a founder or executive scaling quickly, this blog is your wake-up call and roadmap rolled into one.

Preferred listening on the go? Catch the full podcast episode on Spotify and Apple Podcasts.

Harley Green hosted a powerhouse session on the Scale Smart Grow Fast podcast:
🎙️ Executive Edge Live Panel, featuring:

  • Bethany LaFlam – Author of The Power of OPE, Investor, & Attorney
  • Christopher Filipiak – Sales Strategist & CEO Coach
  • Alyshia Kisor-Madlem – VP of People & Systems, Found Search Marketing
  • Saima Geelani – Core Energy Coach, Founder of Talent Edge World

🔥 The Core Takeaways for High-Growth Leaders

1. Growth Without Alignment = Guaranteed Burnout

Bethany LaFlam emphasizes that scaling without clearly defined goals, values, and personal alignment results in setbacks, misdirection, and emotional drain. “If it feels misaligned, it probably is.”

2. Your Energy Is Your Biggest Asset

Saima Geelani explains how invisible drains like unclear boundaries and internal “gremlins” (self-limiting beliefs) lead to burnout. She recommends core energy leadership and micro-recovery practices to maintain momentum.

3. Letting Go Is a Leadership Superpower

Alyshia Kisor-Madlem shares real-life experience from scaling agency teams. The difference between heroic contributors and sustainable systems? Documentation, delegation, and trusting your team before you hit crisis mode.

4. Sales Starts with the CEO—But Shouldn’t End There

Christopher Filipiak reframes sales as a leadership responsibility rooted in mindset, not just tactics. When CEOs align with sales emotionally and operationally, they stop being bottlenecks—and start leading scalable systems.

5. Protect Team Morale with Transparency

Your team isn’t just watching what you say—they’re filling in the blanks when you don’t say anything. Clear, consistent communication protects morale and builds buy-in.

💡 Real Growth Feels Energizing—Not Exhausting

Whether you’re a solopreneur adding your first team member or a CEO managing multiple departments, these insights are a must-know.

This isn’t just about growth—it’s about building something that lasts without losing yourself or your people along the way.

📬 Connect with the Panelists:

 📈 Bonus: Access our masterclass on sustainable scaling:https://workergenix.com/bonus-masterclass

✅ Ready to Scale Without the Stress?

If you’re serious about scaling smart—not just fast—your next move isn’t another 12-hour workday. It’s getting the right support system behind you.

Book a free discovery call with Workergenix to get matched with your Ultimate Executive Assistant—so you can scale faster without burning out.

Like what you read? Get weekly insights on scaling, efficiency, and profitability—straight to your inbox. Click here to subscribe.

Transcript

Harley Green: All right, everybody, welcome to the Executive Edge live panel. I’m Harley Green, founder and CEO of Workergenix, where we help business leaders scale faster and smarter with the very best AI-leveraged executive assistants. This month’s panel is all about one of the biggest challenges business leaders face, growing fast without sacrificing your health, your team, and your culture. Sustainable growth, it’s not just a strategy, it’s really a leadership test. And today we’re gonna dive deep into the real mechanics of scale.

You’ll hear strategies, honest stories, and tangible frameworks from leaders who have been there and done that without the burnout. And a quick heads up, today’s session is also going to be featured on our podcast, Scale Smart Grow Fast. So if you hear something that hits home, you’ll be able to replay it later on Apple, Spotify, and YouTube. So today, let’s go ahead and dive in and meet today’s incredible panel.

First, we’ve got Bethany LaFlam, an attorney, investor, and bestselling author. Bethany helps entrepreneurs scale their wealth and freedom through strategic leverage, not burnout. She’s the author of The Power of OPE and leads a global movement to build aligned extraordinary lives.

Christopher Filipiak, sales consultant and coach. He works with CEOs of expert-based businesses to 12x growth through mindset and sales alignment. His integrated approach helps leaders add over a million dollars in revenue without losing control or energy.

We also have Alyshia Madlem, the VP of People and Systems, Found Search Marketing. With over 20 years in marketing agency leadership, Alyshia has scaled teams through acquisition and built operational systems that protect culture while driving performance.

And finally, last but not least, we’ve got Saima Geelani, founder of Talent Edge World. Saima is a globally experienced coach and HR leader who helps executives lead with clarity, energy, and purpose. Her core energy coaching framework builds leadership that sustains both performance and well-being. Welcome, everyone, to the panel.

Let’s start here. What does sustainable scale mean to you? And why do so many leaders get it wrong?

Saima Geelani: For me, sustainable scale is really like increasing the productivity of the organization while not losing focus on the energy, on the clarity and above all, the well-being of the people. What happens mostly when leaders get it wrong is when they primarily focus on the productivity, they focus on the numbers, they focus on the metrics. That’s absolutely fine, there is nothing wrong about it. But the problem is while doing so, they lose focus primarily on the well-being of the people.

Recently, I had gone through this book, Leaders Eat Last by Simon Sinek, where he says that when we ask the CEO what is your priority, they usually say customers. That might be true for small companies, but as the companies scale up, they grow bigger and that connection becomes smaller and eventually it becomes zero. So what is the truth here? The truth is CEOs or the leaders are responsible for the people and people eventually take care of your customers. So you really have to start backwards. That is where leaders really get it wrong.

Alyshia Kisor-Madlem: I think to build on that, often the focus is on numbers where people say, “I want to grow margin to something,” or “I want to grow year over year.” They lose the purpose. They lose who they are. They lose the connection to mission, vision and values. That’s what drives purpose and why. That’s what gets people to put in the time it takes to achieve those new margins and growth.

It starts to be this focus on hitting a numerical value instead of looking at the full growth journey—growing people or growing services or whatever it is you provide. You lose the connection to why you started or what you’re doing. People get disengaged and you start to see that downtrend very quickly.

Bethany LaFlam: I love that we’re having this conversation because I think too often we focus on the numbers and not on the people who get us there. The biggest thing for scaling, of course, is to leverage other people. I wrote a whole book on it. I specifically say leverage and not use because we want to make sure that we’re building up those people. It’s only sustainable if it’s a win for everybody. Everyone that’s helping you get to your vision and your dream—it has to help them get to theirs. It’s got to work for everybody. We lose sight of that when we focus just on the numerical metrics.

Christopher Filipiak: When you’re thinking about doing something sustainably, it means you can do it for a long time and it doesn’t eat away at your base-level resources. As you grow your company, or grow anything or grow yourself, you have more of something, not less. That’s the kind of growth we want.

It’s about developing the skill sets in your organization around change and growth. How can you build a culture that embraces and has the skills required to continually change and grow? When you develop that as a competency, that’s going to create sustainability in the people and in the organization as a whole.

Harley Green: Great insights there. I’m excited to dive into some of the things you all said. Bethany, you write about Aligned Living. What’s the cost when founders scale misaligned and how can they catch that early?

Bethany LaFlam: I think the biggest cost is misalignment in your business, which could mean a number of things. If it’s not driving toward a stated goal or big vision, that’s a problem. People get this wrong a lot. They don’t state the goal. They’re busy running a business and they’ll figure it out later. But if you’re just working to work and you don’t really know where you’re headed, that’s going to lead to misalignment.

You end up growing for the sake of growth, but it’s not scalable or sustainable. Then you find yourself being pulled back—one step forward, two steps back. If you’re not aligned, you are going to backslide. It’ll take longer to get to your goal. Either you haven’t identified it, or you have people outside their lanes. Entrepreneurs are notorious for trying to do all the things.

How can you catch it early? Stop quieting that voice, that inner knowing. I know it doesn’t seem logical, and it seems really soft. But especially as women, we’ve been conditioned to quiet that voice down. If it feels misaligned, it probably is. Trust that. Recalibrate. That feeling is just as important as the data. If something is painful, your job is to figure out how to make it not painful. Anyone who says it just has to suck for a really long time—don’t listen to that. It doesn’t. Your job is to get through the suck as fast as possible and actually enjoy your life.

Christopher Filipiak: That’s a really interesting awareness. As you grow your business and yourself, there’s good and bad in everything. One person’s “suck” could be another person’s passion. Alignment comes from being aware of that and choosing where to put your focus. If you’re not in love with your work or your business, you’re going to self-sabotage. You’ll spend more time in the suck than in the love.

Bethany LaFlam: The biggest obstacle is our mindset. I’ve spent hundreds of thousands on coaching just to shift my mindset and remind myself—I get to do the things I love because I said so.

Saima Geelani: I agree. From a coaching perspective, it’s about listening to your inner self—your inner “who.” That’s where the magic happens. That’s where you find your passion and energy.

Harley Green: Christopher, you coach CEOs through high-stakes sales growth. How do you help them expand revenue without becoming the bottleneck?

Christopher Filipiak: It’s about understanding what sales really is. You started a business, and sales is a part of that. But sales is also an expression of love and service. There’s a mindset component to it: mastering your own sales work as the CEO. No resistance to strangers, no resistance to sales, no limiting beliefs around money. You need awareness around those things so they don’t stop you.

Once you’re aligned with sales and money, you start selecting strategies, behaviors, and teammates based on cause and effect—not fear, worry, or doubt. That creates flow. And that frees you up from being the bottleneck.

Alyshia Kisor-Madlem: I’d add to that. As operators, we help visionary CEOs get what’s in their head out into the world. Once you start selling, you need others to understand what you do so you’re not the only person who can do the job. At some point, someone else has to get it too. CEOs need to figure out what only they can do, what they can train others to do, and what they can let go of.

Sometimes, it’s about having trusted people around you—employees or advisors—who can say, “You can’t keep doing it all.” Let go. Build trust. Surround yourself with people who can scale the mission without making it all about you.

Christopher Filipiak: Exactly. Build the skills and strategies into the business, not just into one person. As you do that, the CEO is free to do what they love most. Every CEO is different, so the goal is to build a system that doesn’t rely on one personality.

Saima Geelani: I love that Alicia mentioned letting go. It’s like parenting. You let your kids do things on their own, trusting them even if they fail at first. That’s how they learn. Same with teams. Trust them. Be there to support them. That’s how trust grows, and so does your business.

Harley Green: Great answers. Alyshia, you’ve led teams through growth and acquisition. What were some breaking points you had to solve, and what did you learn about scaling people—not just processes?

Alyshia Kisor-Madlem: The biggest thing I’ve seen is the difference between heroic contributors and operationalization. Small companies often start with one or two heroic contributors—they do everything. But you can’t scale if you’re dependent on a few people. You have to get the information out of their heads and operationalize it.

If you don’t, you create single points of failure and even “unfireable” people. Maybe they don’t fit anymore, but you’re shackled to them because no one else knows what they know. You need to build training, documentation, and backups early on. If not, you get stuck in a cycle: grow, lose something, grow again, lose again. You never really get ahead.

Bethany LaFlam: That still comes back to letting go. If the CEO can’t let go, you can’t put systems in place. And that’s often a mindset issue—feeling like you have to prove your worth. But your team wants you out of the weeds. They want to run in their lane while you stay in yours.

Saima Geelani: Exactly. It’s about trusting yourself and the team. Clear vision, clear direction. Otherwise, your team is just doing tasks, not driving toward a shared destination.

Harley Green: Saima, your work focuses on leadership energy. What are the invisible drains leaders often overlook, and how can they recover momentum before burnout?

Saima Geelani: The invisible drains are your internal narratives. In coaching, we call them gremlins. They’re meant to keep you safe, but really they make you smaller. One example: “I can’t stop. I have to keep going.” Even on vacation, some leaders keep checking in. That sends the wrong message—it says you don’t trust your team.

There’s a book, Taming Your Gremlins by Rick Carson, that helps with this. It starts with self-awareness. Then you embrace the gremlin, and start to overcome it. Also, you need clear boundaries. When roles aren’t clear, leaders end up doing everything—strategy, ops, admin—and burn out. Good leadership requires boundaries, trust, and space to breathe.

Alyshia Kisor-Madlem: I love that energy came up. Energy is a finite resource, just like time or money. You need to track what tasks give or drain your energy. That can shape how you design your day, price your services, and build your team. It’s not fluff—it’s vital.

Bethany LaFlam: We use something from Dan Martell’s Buy Back Your Time—a time and energy audit. Not just what takes time, but what drains bandwidth. If someone’s dragging, we ask: Are you working outside your lane? Are you stuck in tasks that drain you? Maybe someone else loves that work. It’s all about fit.

Harley Green: Let’s talk about trade-offs. What’s one hard decision you made to protect your energy or your team’s, and how did you make peace with it?

Saima Geelani: Maybe I can speak to that. Two years ago, I moved from France to the United States. I was fortunate to get a leadership role within a month. My background is in talent development—the soft side of HR. Over time, I realized my work wasn’t aligned with my values. My role was meant to support well-being programs, but the leadership was only focused on productivity and metrics. Both approaches have merit, but we weren’t aligned.

Eventually, I decided to resign. That was tough. I still remember how hard it was to press that send button on my resignation email. But I listened to my inner voice. I paused, reflected, and discovered coaching. That was my passion all along. Now, I get to work with anyone I want. I’m free to do the work that lights me up. I believe life is not a game to win or lose—it’s meant to be played. So enjoy the journey.

Bethany LaFlam: I want to add to that. At one point, we had a high-paying client who had the power to refer us—or not. But they were abusive to my team. I made the hard call to fire them. I wanted my team to know that I’d protect them over the money. Sure, it was risky—they could’ve trashed our reputation. But I did it respectfully. That move told my team: I’ve got your back, and your well-being matters more than any client.

Harley Green: That ties into a live question from our audience. Kedra asked: Can you talk about the importance of team morale and what leaders can do to inspire and encourage their teams?

Alyshia Kisor-Madlem: Great question. As leaders, we have a lot of behind-the-scenes conversations. And we don’t always share those with the team. But your team craves information—they want to know what’s going on. You have to define what transparency looks like in your company, and then commit to it. Let people in. Show them that you’re in this too—not just barking orders from the top.

Whether things are going well or you’re facing challenges, acknowledge it. Let them know what’s changing and why. That level of communication and buy-in directly impacts morale. Especially in tough times, the message should be: We see it, we’re working on it, and we’re in this together.

Saima Geelani: I couldn’t agree more. Lack of clear communication causes chaos. In energy leadership, we talk about seven levels of energy. When communication is unclear, people drop into Level 2—frustration and anger. Even your best people start to burn out.

Alyshia Kisor-Madlem: And you can’t stop DMs—whether on Slack, Teams, whatever. If you’re not communicating, people will fill in the blanks. They’ll start creating their own narratives, and those usually aren’t friendly to leadership. You need to get ahead of it. Share information openly and often to control the story.

Bethany LaFlam: Yes.

Saima Geelani: Absolutely.

Christopher Filipiak: As leaders, we have to model the attitude and culture we want to see. Everything in business has cycles—ups and downs. If your emotions are controlled by the circumstances, the whole organization becomes reactive. Instead, model emotional stability. Teach it as a skill. Hire people who want to participate in that kind of culture.

Morale, culture, and mindset are choices we get to make every day. And it’s easier to choose a better attitude when you’re aligned with your purpose. If you’re just chasing numbers, you burn out. But if you love what you do, you expand your energy and see more opportunities.

Harley Green: Excellent. Now, to wrap things up, I’ve got a lightning round question for everyone. What’s your best advice for a business leader who wants to scale without burnout? And as you answer, please share the best way for our audience to connect with you.

Christopher Filipiak: Think of scaling without burnout as a skill set. Ask yourself: What’s the skill set I need to develop around burnout? That starts with learning to feel your emotions and move through them to gain clarity. Also, have someone in your corner—a coach or mentor—who can help you see blind spots like overworking or poor hiring choices. Best way to connect:christopherfilipiak.com or LinkedIn.

Bethany LaFlam: Know your lane and stay in it. Your lane is where three things overlap: what you’re amazing at, what lights you up, and what moves you toward your life goals. Do only what lives in that lane and build a team to handle the rest. You get to do that. Find support to make it happen. Best way to reach me is on Instagram:@bethany_laflam.

Saima Geelani: Lead with your anabolic energy—that’s high-vibration, trust-based leadership. Energy is contagious. If you show up with purpose and positivity, your team will reflect that. It’s the best path to scale without stress. Connect with me at talentedgeworld.com or LinkedIn: Saima Geelani.

Alyshia Kisor-Madlem: Be solid in your mission, vision, values, and purpose. Build from that foundation. It’s what keeps people aligned and energized, especially when things get hard. Connect with me on LinkedIn: Alyshia Kisor-Madlem.

Harley Green: Thank you to all of our panelists for sharing real strategies, honest insights, and leadership wisdom. And thank you to everyone who joined us live. Remember—scaling isn’t just about growth. It’s about protecting what makes that growth worth it. If you’re ready to scale with the right support, check out our free masterclass atworkergenix.com/bonus-masterclass. We’ll see you at the next Executive Edge Live.

All: Thank you!

How to Turn Your Team into a High-Performing Asset (Without Burnout)

How to Turn Your Team into a High-Performing Asset (Without Burnout)

If your team is your biggest investment, why aren’t they delivering your biggest return?

In a recent episode of the Scale Smart Grow Fast podcast, host Harley Green sat down with Katie Close, transformational leadership coach and founder of Self Mastery, Entrepreneur Evolution. Katie shared a powerful 6-part framework that helps leaders transform their teams into aligned, efficient, and high-ROI assets—without burnout or bloated headcounts.

Preferred listening on the go? Catch the full podcast episode on Spotify and Apple Podcasts.

Here’s what growth-minded founders and executives need to know:

1. Strategic Clarity Drives Everything

Vision isn’t just a poster on the wall. According to Katie, strategic clarity must be embedded into daily operations and decisions. Without it, you risk hiring misaligned team members and wasting energy on low-ROI activities.

2. People Need Defined Roles and Accountability

Too many leaders expect new hires to “figure it out.” Katie emphasizes clear role definitions, consistent processes, and aligned expectations as key drivers of performance and satisfaction.

3. Process Before People

Before hiring, first fix your systems. Throwing more people at unclear workflows only creates expensive inefficiencies. Align structure and operations before expanding the team.

4. Hire Support for the Visionary

Visionary leaders often live on the edge of growth and chaos. Hiring an executive assistant or integrator helps bring structure to vision, translating ideas into execution and freeing the visionary to focus on innovation.

5. Emotional Intelligence is Non-Negotiable

Leadership isn’t just strategy—it’s psychology. Katie highlights how subconscious beliefs and unprocessed emotions can sabotage leadership. Emotional intelligence helps leaders stay grounded, navigate setbacks, and maintain the energy needed to inspire others.

6. Start With Honest Conversations

Want to improve your team’s performance? Start by asking: “What’s working, what’s not, and what should we change?” Katie calls this the “1% conversation”—a simple practice that catches small issues before they become big problems.

“Scale smart before you grow fast.”

Katie’s final advice? Optimize the human side of your business. Emotional patterns, clarity gaps, and poor delegation habits are the silent killers of growth. Get intentional, get honest, and start leading smarter.

Learn more about Katie Close’s coaching and framework at https://katieclose.com

Want a high-performing team without the burnout? 

Workergenix pairs you with an Ultimate Executive Assistant to bring clarity, systems, and execution to your vision—book a free discovery call today.

Like what you read? Get weekly insights on scaling, efficiency, and profitability—straight to your inbox. Click here to subscribe.

Transcript:

Harley Green:
Hey everybody, welcome back to the Scale Smart Grow Fast podcast. Now, if your people are your greatest investment, why aren’t they delivering the strongest ROI? In this episode, Katie Close, Transformational Leadership Coach and founder of Self Mastery, Entrepreneur Evolution, shares how business leaders can align strategy, structure, and emotional intelligence to unlock their team’s true potential. Drawing from over two decades of experience, Katie reveals six key framework items that help transform expensive overhead into consistent high performance enabling growth without burnout. Katie, welcome to the podcast. How are you doing today?

Katie:
Hi Harley, thank you. Yes, well.

Harley Green:
Great, now Katie, maybe you can share a little bit more about your background. What brought you to helping others with their people now?

Katie:
Well, my husband and I, when we got married, we had these master degrees and we had envisioned ourselves in the workplace to some degree, but he had this stirring for entrepreneurship. So very quickly we are building a moving company from scratch. We got a truck and now we’re building a company. I was a little bit surprised about how emotional that journey was because if I’m getting straight A’s through a master’s program, why am I not figuring out business? It actually required something distinct from us. We went through some highs and lows that we weren’t expecting.

We then got into the transformational work of people in nonprofits, because I was very inspired by that. Organizational leadership, yes, but really keying in on the individual. I often say that team is made up of I’s. They just all get together and figure out how to harmonize and become an efficient organization for the intended purpose or mission.

When I really started to take my time with individuals and actually individuals that were on the brink of severe challenges—and through a nonprofit, it was a lot of drug and alcohol addiction—and those people, they need to change. You don’t have the convenience of when or how or if. It’s now. It’s essential.

Watching that transformation, I saw how much of it occurred at a subconscious and emotional level. Then I started to apply a lot of that for business. We draw out our patterns. Especially if we have margins, we just allow them to be eaten up by overhead. I know you guys just recently had a podcast about increasing head count, just more people as if that’s going to solve what people. What are they going to have to feel, think and exchange in the organization?

I started doing that for us. We opened up another business—we had sold our moving one—but we opened up a lawn and landscaping one. People saw the transformations that were occurring and started asking me to coach. Again, I love people. So I was happy to do that. And I’ve continued to do that as we’ve had a number of other businesses. We’ve sold some, building other ones, looking to buy one again recently.

I go in and help other businesses with those underlying dynamics that often get lost. We know ourselves, right? I don’t know, Harley, if you’ve ever experienced this, but you’re like, I’m doing a new workout program, or I’m going to get up at the same time every day, or I’m going to do my work blocks. The idea of it’s good, but our emotional patterns sometimes overtake all of that.

Imagine wanting to change the entire patterns and habits of a whole organization—not just yourself, but the whole thing. That’s, I think, where there’s so much underlying potential, but there’s so much work to be done.

Harley Green:
Absolutely. I love what you said about the challenge of changing this whole organization when we struggle just to keep consistent ourselves. One of the things you say is that people are both your greatest expense and greatest return. What makes that alignment so critical for leaders who want real ROI from their team?

Katie:
Well, if we bring it back to yourself, we watch a lot of our own internal patterns play out. We’re sometimes very hard on ourselves, on our mistakes, on our patterns. But we have to realize we are—especially if you’re a visionary or one of the key elements—you are one of the greatest assets to your business: your energy, your clarity, your patterns. As you start to believe that, you can start to believe that in your people. But it doesn’t mean it’s just automatic.

There are a number of elements going on. A lot of time people just say, I’ll put in a new person. This person’s driving me nuts. I loved them at first, get them out of here. It’s like dating. You ever see somebody fall in love and the person could do no wrong? They hire them on the first meeting. No real plan or strategy. Just a good feeling. And then they’re out. They’re not doing what I said. I can’t stand it anymore. Get out. Hiring somebody else. Then that person looks like the last. Bob looks a lot like Billy who looks a lot like Luke.

We actually have a way of being that can either make people very expensive for us or make people really optimized and beneficial for us.

Harley Green:
Yeah, let’s talk about that. Let’s talk about your framework, the six key elements in your framework. What do those consist of?

Katie:
We have to be clear on where we’re going. Vision, mission, strategic clarity—if you write it down and put it in a drawer, it’s a start, but often gives a false sense of engagement. There’s a decision every day to live out that clarity. Am I going in the direction I intend? What is or isn’t moving me there? I love quarters because every quarter you can reassess. Every day might be too much, but strategic check-ins help.

Then we have our people, but we’re really choosing them in light of the strategic clarity. A lot of times we think someone will just come in and fix something, but people appreciate clarity and a bit of structure. Visionaries often don’t like being told what to do, but others want direction and structure. That makes for a great organization.

Transparency is another one. We need to be okay with micro mistakes. With good measurables, we facilitate clarity and quick responses to breakdowns. Then we solve root problems—this is where emotional intelligence is key. It takes intentionality, not just fire-fighting. We need process and execution with consistency, building new habits. Otherwise, you’re just adding more people without clear direction or impact.

Harley Green:
Yeah. One thing we found in our business was going from chaos to having clear job descriptions, responsibilities, and procedures. There was less chaos, more done, and everyone was happier.

Katie:
Exactly.

Harley Green:
Of the elements you just talked about, is there any one in particular that has the most impact when not in place? What red flags can people watch for?

Katie:
They’re all important, but strategic clarity and the ability to execute it regularly stand out. You can’t just write it and put it away—even putting it on the wall isn’t enough. It must be in the habits of your people. If you can integrate it daily, people start to figure it out and embody it.

It’s hard to scale if people have to read you all the time. That’s why having an operational person or executive assistant to bridge the gap is essential. Visionaries iterate a lot. Not everyone wants to live on the edge with them. An assistant can stabilize execution, allowing the visionary to keep creating.

Harley Green:
What would you say to that visionary who doesn’t have an assistant yet? How do you communicate the benefits?

Katie:
This year I’ve had a true executive assistant. My day is full of creativity and new decisions. I’m less bogged down, and I didn’t realize how much the little stuff was wearing me out. Yes, it’s a bit of a risk, but I’d talk to a visionary using words like “risk,” “return,” “creativity,” and “freedom.” That’s what they want.

I also host twice-monthly workshop calls for a visionary and their assistant or integrator. They both need to be there. Visionaries are bigger-than-life people—they often undervalue that stabilizing role. We’re often in survival mode, thinking we have to bring in the money, make stuff happen. But we need structure and people who can create that calm.

Harley Green:
You mentioned freedom and time. Sometimes visionaries feel guilty when their assistant is working and they’re at their kid’s ballgame. What would you say to that?

Katie:
Great question. Guilt is often systemic—it’s not always just your feeling. It could come from cultural or family conditioning. Maybe you were told you’re lazy if not busy. We need to recognize that conditioning.

Visionaries need to focus on their energy. That’s the most valuable thing. If going to the ballgame re-energizes you and you come back with more clarity and drive, that’s invaluable. But if you check out and don’t come back energized, then yeah, maybe it’s an issue. Your job is to 

Harley Green:
That leads into another question. How does emotional intelligence factor into team optimization?

Katie:
We have this prefrontal cortex where we set goals and get strategic, but a big driver in our brain is the limbic system—our emotions. We are moved by how we feel: respected, powerful, free. Tools like the Predictive Index and Culture Index help uncover work motivators.

Money can only motivate so much. Emotional intelligence allows leaders to notice and work through things like burnout, stress, disappointment, regret—all of which affect creativity and leadership. Ray Dalio said, “Pain plus reflection equals progress.” We need to reflect to grow.

Harley Green:
So when aligning people, strategy, and systems, what mindset shifts do leaders need?

Katie:
Let’s play with this. When you take on more systems, part of you probably goes, “Woohoo,” especially if you don’t have to build them. But is there a part of you that resists?

Harley Green:
Definitely. Sunk cost fallacy comes to mind. “It’s worked this far, why change it?”

Katie:
Okay, so why change what’s working?

Harley Green:
If the ROI is better—if it helps us or our clients more—then it’s worth it.

Katie:
Have you had it work out?

Harley Green:
Yes, in our lending business we switched platforms, and it’s been great.

Katie:
If it hasn’t worked out, there’s still something to learn. Sometimes we don’t reflect on what went wrong. That’s where expensive entrepreneurial education becomes valuable if we show up for it. Reflect and evolve.

Harley Green:
What are some examples of subconscious issues holding leaders back?

Katie:
I had a client who loved freedom and thought everyone wanted the same. They hired salespeople with no structure, thinking autonomy equals performance. But it was abdication, not delegation. The hires weren’t held accountable, and it blew up. One hire even reminded the client of his father. It was subconscious patterning playing out.

Harley Green:
Wow.

Katie:
We all have those patterns. The subconscious says, “I got you,” whether that’s brushing your teeth or repeating emotional cycles. We have to examine which patterns serve us and which don’t.

Harley Green:
What’s one practical step leaders can take this week to start that shift?

Katie:
Have a safe, honest conversation with each person on your team. Ask: What’s working? What’s not? What would you change? You don’t have to implement it all, but it gives you awareness. We call it the “1% conversation.” Catch the issue at 1% before it becomes a 50% problem.

Harley Green:
Katie, thank you so much for sharing these actionable strategies. Where can people connect with you?

Katie:
Visit katieclose.com. I offer coaching for both the executive and their organization. We do group work every quarter around the six elements. Harvard Business Review says a $10M business can lose $2M yearly in operational inefficiencies. If $2M motivates you, come check it out.

Harley Green:
If you got value from this episode, hit like and subscribe so you don’t miss future strategies to help you scale smarter. Share this with someone who needs it. Thanks for tuning in!

Time Freedom for Leaders: How to Reclaim Your Schedule and Scale Without Burnout

Time Freedom for Leaders: How to Reclaim Your Schedule and Scale Without Burnout

Entrepreneurs and executives are no strangers to the hustle—but too often, that hustle leads to exhaustion, not freedom. In a recent episode of Executive Edge Live, hosted by Harley Green of Workergenix, four elite leadership experts shared how to achieve real time freedom through smart systems, strategic delegation, and a serious mindset shift.

If you’re constantly stuck in the weeds of your business, here’s how to break free.


Preferred listening on the go? Catch the full podcast episode on Spotify and Apple Podcasts.


The “Time Rich” Framework: A Business That Runs Without You

Mike Abramowitz, co-founder of Better Than Rich, knows firsthand what it takes to build a self-sustaining company. While his son spent 254 days in the NICU, his business not only survived—it thrived with over 7 figures in sales.

His secret? The Time Rich Six:

  1. Boundaries – Protect your priorities
  2. Communication Guidelines – Define when and how your team should reach you
  3. Systems – Build repeatable, scalable workflows
  4. Playbooks – Document SOPs to remove dependency on your input
  5. Team – Hire doers who can execute with confidence
  6. Technology – Automate and support execution

If your business needs you for every decision, it’s time to rethink your structure.


Implementing EOS: More Than Just Meetings

Michelle Rourke, an EOS Integrator, busts the myth that EOS is just “scorecards and long meetings.” Instead, EOS is a complete operating system that frees the founder to operate in their zone of genius.

Key EOS tools she highlights include:

  • The Accountability Chart
  • Clarity Breaks
  • Delegate and Elevate™
  • The GWC Tool (Get it, Want it, Capacity)

The goal? To shift founders from being the busiest person in the room to the most strategic.


Delegation is a Mindset, Not Just a Task

According to Cathy Christen, a Leadership & Lifestyle Strategist, many founders wear busyness like a badge of honor. But real leadership means shifting from being the best doer to being the best developer of people.

She encourages:

  • Running a time audit
  • Visualizing your business 10 years in the future
  • Building the org structure to support your ideal lifestyle

Your value isn’t in how much you do—it’s in how strategically you lead.


Small Changes, Big Impact: What’s Scalable vs. What’s Not

Robert Liedtka, creator of the People First Methodology, advises founders to start by evaluating what parts of their business are scalable—and what isn’t.

He recommends:

  • Breaking projects into scalable vs. non-scalable
  • Prioritizing what creates the most leverage
  • Aligning your actions with your vision and communication to build trust

Small, aligned shifts today build momentum for exponential growth tomorrow.


Stop Trying to Do It All Yourself

A recurring theme throughout the panel? Delegation is essential for scale.

Whether you’re a solo founder or leading a team, you can’t grow if you’re the only one moving the ball. The panel discussed how to:

  • Use time audits to identify what to offload
  • Design roles around strengths, not just tasks
  • Install systems that remove you from day-to-day decisions

As Mike put it: “Your business doesn’t need a superhero—it needs a leader.”


Resources & Expert Connections


Free Bonus: Masterclass for Founders & Executives

🎁 Ready to reclaim 15–30 hours a week with strategic delegation?
👉 Get instant access to our Delegate to Dominate masterclass:
https://workergenix.com/bonus-masterclass


Final Thought: Time Freedom Starts With Intentional Leadership

If you want a business that doesn’t rely on you, you have to design it that way—on purpose.
That means clarifying your vision, building the right systems, and letting go of control so others can rise.

Schedule a free discovery call to explore how we can help you reclaim your time, systemize your operations, and lead with clarity—not burnout.

Like what you read? Get weekly insights on scaling, efficiency, and profitability—straight to your inbox. Click here to subscribe.

Transcript

Harley Green

Welcome everyone to today’s Executive Edge Live panel. Today we’re talking about time freedom for today’s leaders and helping people lead at a higher level with the right people and the right systems in place. We’ve got an amazing panel together here today and I wanna just welcome everyone here and thank you for joining us.

This is hosted by Workergenix. I’m Harley Green. I’m the CEO and founder of Workergenix. We help executives and leadership teams stay focused on high impact activities by delegating the rest to highly skilled AI leveraged ultimate executive assistants. Today’s conversation is going to be all about one of the most valuable assets for any leader, their time. We’re diving into how to create real time freedom with the right people, systems and support so you can lead at a higher level without the burnout. I’m honored to be joined by four powerhouse leaders who live and teach this every single day.

First off, we have Mike, who is the co-founder of Better Than Rich. He’s built a seven figure business that runs without him. He’s a creator of Time Rich and leader of GSD Intensives, helping owners systemize sales, referrals and hiring so the business doesn’t depend on them. Next, we’ve got Robert who has over 15 years of leading global and national teams. He’s developer of People First methodology that unlocks workforce potential and turns small changes into bottom line breakthroughs. And Michelle helps businesses fully integrate EOS and entrepreneur operating system across all layers, driving accountability, harmonizing operations and installing permanent integrators for long-term success. And last but not least is Cathy, who specializes in building systems and cultures that help leaders thrive without the sacrifice, empowering them to reclaim their time and lead with purpose. Thank you all for being here. How’s everyone on the panel doing today?

Cathy Christen
Great, excited to be here.

Mike Abramowitz
Thanks for having us.

Harley Green
All right.

Robert Liedtka
Very excited.

Harley Green
Awesome. Well, the first question I have for the panel, anyone can feel free to jump in after I ask the question here is, what does time freedom mean to you personally? And why is it so critical for today’s leaders?

Cathy Christen
I’ll jump in. I think time freedom, my whole world for 20 years has been around creating time and money freedom, right? And being able to do what you want when you want with whom you want. I think about in a business sense, it’s having the freedom to work on what you want to work on, right? To be able to focus on the needle movers, to not get stuck in the weeds. I think that too many leaders, a lot of leaders think about delegation as like giving away tasks. And it’s not about transferring ownership or it’s not about just delegating, but transferring ownership with clarity. And so I think that time freedom, there’s so much that we’re going to talk about, but it really creates space for you to be able to major in the majors and not get stuck in the weeds as a business owner and have more time to work on the business versus in the business.

Michelle Rourke
Yep. You know, I’ll add through EOS, we teach visionaries how to live their best life. So for me personally though, it’s I’m right now at my in-laws in Phoenix. So the freedom to me is being able to enjoy the other parts of your life besides just working in the business. So I think that’s the biggest challenge, taking a vacation, enjoying life.

Robert Liedtka
I’m very happy you brought that up. I think in terms of how you spend that time is what’s going to be most impactful for both yourself as a leader or your team in order to prevent things like burnout. The more time that you’re just putting into things like operational blow, just going through the motions in your day-to-day work, that’s going to consume you and eventually burn you out. And if you can leverage that free time that you have to work smarter throughout your day-to-day, you’ll be able to even gain more and more of that freedom to be able to have that restoration so that you’re not running in the red at all times.

Mike Abramowitz
Yeah, I’ll just echo everything that’s been said. Plus it’s just for me, it’s been a choice. So time freedom just gives me choices. I could choose to work in parts of the business that I enjoy. I could choose to not work in the parts of the business that I don’t enjoy. I could choose to delegate. I could choose to choose to do. I could choose the vacation or I could choose to work hard. So just having choices is what time freedom means to me.

Harley Green
Awesome. Now, Mike, you have a personal story that really drove home the importance of time freedom when your son was in the NICU. What are some of the first steps leaders must take if they want a business that runs without them, so they have that time freedom you just described?

Mike Abramowitz
The cliff notes: James is doing great now. He’s four and a half, almost five. He was born at one pound, four ounces. He was in the NICU for eight and a half months. So for those 254 days, my business was able to run without me, and it still did seven figures in sales without me there.

It took a little bit of dissecting to figure out what caused that, but it really came from six principles. We now call them the “Time Rich Six.” These are:

  1. Boundaries – Protecting priorities.
  2. Communication Guidelines – What deems an email versus a text versus a call.
  3. Systems – If-then processes.
  4. Playbooks – Documentation of those processes.
  5. Team – Who’s executing the playbooks.
  6. Technology – Tools the team uses to execute those plays.

Boundaries, communication guidelines, systems, playbooks, team, and tech — that’s what we now call the Time Rich Six. That’s what I installed in the business to “McDonald-ify” it. Documentation with SOPs, lower-wage workers executing the plays because they were simplified, and supportive tech. That’s the Time Rich Six.

Harley Green
Love it. Does anybody else have experience implementing similar pillars in their business?

Cathy Christen
Yes, absolutely. I think first, in terms of the transition from going from that “I’m hitting a wall, overwhelmed, how can I work any more hours?” — I remember there being a moment where it started with something as simple as a time audit. That was the big transition. Looking at what are all the things I’m actually doing right now? Should I be doing them? Really evaluating.

Sometimes business owners have this pride or ego — “I’ve got it,” or “I can do it better,” or they fear letting go. I sat down and really looked at my calendar. What am I doing? Could this be automated? Could this be delegated to someone just as good or better than me? Is this something a $15–$25/hr person should be doing instead of me?

I put tasks into buckets: things only I can do, things someone like me could do if trained, things a loyal, coachable mentee could do, tasks for overseas support, and things that can be automated. And it was magic when that came together.

One big part of that was creating duplicatable systems. Many leaders say, “It’s just faster to do it myself,” because they haven’t taken the time to get it out of their head and onto paper. It may feel faster in the moment, but that doesn’t create time freedom, or scale, or allow you to duplicate yourself.

Someone challenged me to take pride in being the best teacher of the things in my business, not the best doer. That mindset shift changed my world.

Robert Liedtka
That’s a great way to look at it. I’d also add in prioritization — for yourself and your team. Too often, teams have growing to-do lists and never get to the bottom. Effective teams implement prioritization where it’s painful to let something go. You might want to do it, but you know you need to focus elsewhere.

You need to remove not just the time but also the mental space things take up. When your attention is fully on what’s been prioritized, you’re far more effective than trying to juggle 100 things at once.

Harley Green
Awesome. Well, Robert, right back at you. You believe small changes can make a big impact. What’s one change a leader can make this quarter to start reclaiming their time?

Robert Liedtka
Yeah, everything starts small. It might sound obvious, but many leaders get stuck in theory without taking the first step. The key is to break things down into their smallest components. Then, prioritize.

What I do with teams is help them lay everything out — then sort into two buckets: what’s scalable and what’s not. Focus first on the scalable items. Then ask: What can we implement in the next day, week, or month?

Get that first small win, and then scale that across the team. Also, instill the habit of identifying what’s working well and what’s not — consistently. That reflection builds value across the team. It’s either the same input with better output, or less input with the same output. If you can align both, you dramatically reduce how long it takes to get results in the organization.

So — identify what you’re doing, then what’s scalable, then what’s valuable, and then what’s realistic to implement now. That’s how you start to reclaim time.

Harley Green
Well, going over to you, Michelle. Many leaders think EOS is just meetings and scorecards. How do you reframe EOS as a system for freeing up the visionary to lead at a higher level?

Michelle Rourke
EOS is a framework. The most important thing is to pick a framework — and actually stick with it.

Too many people treat EOS like a buffet. They pick an L10 meeting here, a scorecard there. But EOS is a complete system. The first thing we teach is: What do you want from your company?

I’m an integrator, so I work hand in hand with visionaries. We start with vision, goals, values — but then break that into execution. That starts with getting people into their unique ability, so others can handle running the business.

One of the first steps I insist visionaries take is a Clarity Break. Step back, write out everything you do in a day, what’s actually important, and then we work through that list.

EOS gives us tools like IDS (Identify, Discuss, Solve) sessions, weekly meeting rhythms, and more. Whether you use EOS or something else, the point is: implement a system that reaches every layer of the business — not just the top level.

Harley Green
I’m definitely hearing some themes here — making sure people have a good understanding of their values and how they’re spending their time in order to implement change effectively.

Cathy Christen
Yes — and systems create predictability, which creates freedom.

Something like EOS — we’ve used our own version of it for nearly two decades — helps stop you from running your business on hope, memory, or chaos. It ensures you have the right people in the right seats, and clear processes to match.

It reduces the 2 a.m. anxiety of “Is this getting done?” Systems aren’t about control — they’re about peace of mind. When your team knows what’s expected every week and how to be held accountable, you get better performance.

Good systems also allow people to co-create, take ownership, and contribute to decisions. That increases buy-in and drives high performance.

Mike Abramowitz
I’ve got several thoughts — let me pull in a few things from what everyone just said.

Cathy said something powerful: “Doing things to get them done” vs. “Doing things to get them delegated.” That’s a big nugget.

Robert mentioned when you say yes to the wrong priorities, you’re saying no to the right ones — I loved that.

Michelle brought up unique ability — what only you can do in your business. I call it the Zone of Genius — Gay Hendricks talks about it in The Big Leap. Everything else outside that zone? Delegate.

And what you’re doing with Workergenix, Harley — I love that. You’re plugging in a team of doers, powered by AI, to tackle everything outside a leader’s zone of genius.

Lastly, Cathy mentioned meeting cadence — I recommend pairing that with the One Minute Manager philosophy. Goal setting, brief check-ins, praise or redirect, repeat. That keeps accountability sharp and simple.

Robert Liedtka
Mike, I love that you brought up One Minute Manager. I’d add one more thing — leaders sometimes fall into the trap of thinking only they can do a certain task. Ego gets in the way. They end up holding onto too much, thinking, “I’m the best at this,” and suddenly, they’re empire-building and headed straight toward burnout.

You’ve got to be real with yourself about your actual skills and value. What can only you do? Once you identify that, it’s way easier to delegate and focus your energy.

Michelle Rourke
Yes! And I’ll add: If your goal is to scale, you can’t be stuck doing everything. You have to learn to step out.

Harley Green
Right. And we’ve seen the opposite too — leaders feel guilty handing off tasks they don’t enjoy. But just because you don’t like doing it doesn’t mean no one does. There’s someone out there who loves that task and may be even better at it than you. Delegating creates opportunities for others too.

Mike Abramowitz
That reminds me — a friend once asked, “What do all superheroes have in common — except Batman and Iron Man?”

The answer? They’re broke.

Robert Liedtka
They’re broke?

Michelle Rourke
They’re broke.

Mike Abramowitz
They try to be everything to everyone, but they have no money, no life, no relationships. The “superhero syndrome” isn’t a compliment. Being the best at everything in your business is actually a problem.

Harley Green
Powerful point. Cathy, as someone who helps leaders thrive without sacrifice, what mindset shifts are needed to reclaim time while still growing a business?

Cathy Christen
One of the first mindset shifts I work on is this: You don’t have to do it all.

Too many leaders wear busyness like a badge of honor. But the shift comes when you realize your value isn’t in how much you do — but in how strategically you lead.

Let go of being the hero. Your business doesn’t need a hero — it needs a leader.

The best business owners are developers of leaders. Even if you’re a solopreneur doing half a million dollars, act like your business is in the “adult” stage. That’s a mindset shift.

Stop thinking, “I’ll deal with that later.” Instead, ask: “What does my business look like 10 years from now?” Then reverse-engineer that. Who reports to you? What’s your org structure? What type of marketing team, support team, operators will you need?

Don’t limit your thinking based on where you are right now. Start with vision — then see what it takes to get there. Because the truth is, with tools like Workergenix, there are very practical, affordable ways to offload tasks and scale faster.

I ask every founder: What does the life you love look like? Let’s build the business that aligns with that.

Mike Abramowitz
That was fire. I’ll add this — we’ve been working with a lot of blue-collar businesses. Our new thing is “White Collar Systems for Blue Collar Workers.”

It starts at the top of the funnel. For example, if a contractor is taking every phone call — how do we stop that? Maybe we create a form on the website, offer a lead magnet like “$500 off,” and get their info so we control the follow-up.

Now we’re not reacting — we’re guiding the sales journey.

Then we add a discovery call with qualifying questions before ever sending a crew out. That saves time, gas, and labor — because we’re not servicing unqualified leads.

Plugging in a virtual assistant for admin is great, but don’t stop there. You need to build systems and predictability around the whole user journey — for your customers and your business.

Harley Green
Michelle, did you want to jump in?

Michelle Rourke
Go ahead, go to your next one.

Harley Green
Alright, so the next question I have for everybody is: What are some of the most common traps that keep leaders stuck in the weeds? I think we’ve touched on some already — but how do you help them avoid those traps? Feel free to jump in.

Robert Liedtka
Great question. Every leader, no matter where they are in their journey, needs to be aware of this if they want to grow.

Where I see leaders get stuck is when they have enthusiasm, but lack the tools or communication skills to bring their teams along. Or maybe they haven’t built trust, which is critical.

I teach leaders to align the three major aspects of trust:

  1. What you think
  2. What you say
  3. What you do

If any of these are out of sync, your team will sense the misalignment, and trust will erode. As humans, we pick up on that very quickly.

You need to be introspective. Ask: What do I really think? Am I saying that clearly? And does my behavior match? Without that alignment, your leadership becomes transactional instead of transformational.

Michelle Rourke
I’ll dive in. One of the biggest traps I see is misalignment with the right people in the right seats.

In small-to-medium businesses, it’s common to build the team around people — family, friends, or long-time staff — instead of building based on structure.

You end up creating a job for Uncle Ted instead of identifying the functions the business actually needs.

Later, when it’s time to scale, you’re stuck with the wrong person doing the wrong job. That’s hard to unwind.

So I always say: Start by thinking 6 months ahead. Build your accountability chart based on what the business needs, not who you already have.

Cathy Christen
Dead on. When defining a role, you also need to think about the attributes you want.

Do you need someone outgoing and energetic? Or someone quiet and detail-oriented? I once hired someone amazing for an operational role that needed a lot of inventory analysis. But she was super chatty — and it didn’t work.

It wasn’t that she was bad — she was just in the wrong seat.

When we moved her to client acquisition and marketing, she thrived. She was happy, we grew, and we found someone else who loved being behind-the-scenes with spreadsheets.

The key is getting crystal clear on the role and the kind of person who will thrive in it. Your brain starts looking for the right match once it knows what to look for.

Mike Abramowitz
I’ve got two traps. One: leaders see everything as transactional, instead of investing in relationships — with their team, clients, and partners. Relationship-building is not a “nice to have.” It’s the fuel.

Two: There’s a math trap. Let’s say you want to work 30 hours a week for 48 weeks a year. That’s 1,440 hours.

Now let’s say your income goal is $300,000. Divide that by 1,440 — that’s $208 per hour.

If you’re doing $15/hr tasks, you’re out of alignment. You’re undercutting your own value. Just that shift in perspective can change everything.

Michelle Rourke
EOS has a great tool for this — it’s called Delegate and Elevate. It’s the same idea. You figure out what gives you energy and what drains you. You start handing off the stuff that doesn’t match your unique ability. That’s how you grow.

Harley Green
And speaking of the right seats, we had a podcast guest recently who talked about doing a responsibility auction.

If you’ve got a team where roles are murky — maybe family, friends, or long-time staff — strip away the names. Just list all the responsibilities on paper. Then let people “bid” on what they want to own.

The blanks that no one picks? That’s where you hire. It’s a simple way to get people aligned without hurting feelings.

Michelle Rourke
Yes! And often when you remove someone from a role they weren’t thriving in, they’re so much happier. They didn’t want to be there either — they just didn’t know how to say it.

Cathy Christen
Exactly. And productivity goes up when people are in the right seat. It’s not just about skills — it’s about energy and alignment.

Mike Abramowitz
Let me click on that. Jeff Woods once told me: “Every seat should have three key jobs. And if you can’t do those three, you’re fired.”

It’s not about overwhelming people with 15 tasks. Keep it simple. Define the three most critical things each role must deliver — and build accountability around that.

You can connect that with the book The ONE Thing. Focus on what drives 80% of the results — and get clarity on what matters most.

Robert Liedtka
Yes. And if someone consistently picks responsibilities that don’t align with the company’s vision — that’s a red flag. You might need to reevaluate the role or the person.

Prioritization gives you the lens to run those exercises more effectively.

Michelle Rourke
Another EOS tool I love is GWC — Get it, Want it, Capacity to do it.

You ask: Does this person “get” the role? Do they “want” it? And do they have the “capacity” — meaning the skills and bandwidth?

It’s a simple filter that brings so much clarity.

Harley Green
I’ve got more questions, and this group could talk for hours, but let’s jump to a final lightning round.

In just one or two sentences — what’s your best tip for a leader who wants to stop working in the business and start working on it this year?

Mike Abramowitz
Oh man, how do I get this into one sentence?

Robert Liedtka
Trying to pare that down too, ha!

Michelle Rourke
One sentence? Okay — Let go and trust the system.

Robert Liedtka
It all starts with ego. You’ve got to be honest about what you’re good at, what you’re not, and prioritize based on that. (Sorry, maybe a few commas and dashes in there.)

Cathy Christen
Super tactical: Run a time audit. Then figure out what you don’t have to be doing.

Mike Abramowitz
Okay, here’s my one-liner: Know what you want — then go build it.

Harley Green
Powerful. I want to give everyone a chance to share how people can connect with you. Where can our audience find you online?

Cathy Christen
Visit CathyChristen.com — all my links and socials are there. That’s Cathy with a C and Christen with a CH.

Michelle Rourke
The best way is LinkedIn — just search for Michelle Rourke. Also, I recommend the book Traction — if you want a copy, send me a DM and I’ll mail it to you.

Robert Liedtka
You can find me on LinkedIn as well — Robert Liedtka. My world is great for anyone in corporate who’s looking to scale teams or make a career move.

Mike Abramowitz
And if you know a blue-collar business owner who wants more freedom, head to betterthanrich.com/GSD. I’ll do a free OBS call and help you design systems that work for your business — whether you do it yourself or hire us.

Harley Green
Thank you all for your stories, insights, and wisdom today.

To everyone watching — thank you for joining this conversation. As a thank-you, we’re offering free access to our masterclass: “Delegate to Dominate.”

In it, I walk through how top execs are reclaiming 15–30 hours a week using the right strategic support.

Check it out — and unlock your bonus offer — at workergenix.com/bonus-masterclass.

See you next time on Executive Edge Live!

How to Eliminate Chaos and Build a Business That Runs Without You | Featuring Susan Fennema

How to Eliminate Chaos and Build a Business That Runs Without You | Featuring Susan Fennema

 Most small business owners hit a wall—not because of market conditions or lack of talent—but because they’re still at the center of every decision.

In the latest episode of Scale Smart Grow Fast, Susan Fennema, Chaos Eradicating Officer, Beyond the Chaos, breaks down exactly how to remove owner dependency and turn chaos into clarity. With 30+ years of operational experience and co-author of Efficiency Amplified, she shares the mindset shifts, systems, and steps that help owners scale smart—without burning out.

Preferred listening on the go? Catch the full podcast episode on Spotify and Apple Podcasts.

🚩 Warning Signs of Owner Dependency

  • You can’t take a real vacation without your business crumbling.
  • You’re constantly firefighting and exhausted.
  • Every decision runs through you.
  • Your best team members are either unclear or leaving.

Sound familiar? You’re not alone—and it’s fixable.

🛠️ First Steps to Operational Freedom

  1. Track Your Time: Write down everything you do in a week—daily, monthly, even the tasks you hate.
  2. Identify Low-Value Work: You’re likely doing $20/hour tasks as a $300/hour CEO.
  3. Start Delegating: Begin with part-time help (VA or project manager) and record quick Loom videos to train them.
  4. Build Basic Systems: Start small—like creating an offboarding process. It’s the most overlooked yet crucial one.
  5. Use Project Management Tools Correctly: Trello, Asana, ClickUp all work—if you implement structure.

🧠 Mindset Shifts That Matter

  • Your team can do it better—if they know what success looks like.
  • Letting go isn’t losing control; it’s gaining capacity.
  • Peace and clarity don’t mean your business is failing—it means it’s working.

🔄 From Chaos to a Saleable Business

Most owners who “want out” can’t sell because they are the business. Susan explains how systematizing operations not only gives you your life back—it turns your business into a real, sellable asset.

💡 Time Management That Works

  • Calendar block your strategic time—and honor it.
  • Hold “office hours” to reduce constant interruptions.
  • Shut off email/social notifications and check them intentionally.

🎁 Want to Know Where You Stand?

Susan offers a free Operations Audit to help you identify your biggest operational gaps.
👉 beyondthechaos.biz/operations-audit

Feeling buried in tasks that pull you away from growth? Our executive support helps you reclaim time, focus, and control.
👉 Book My Discovery Call

Bottom Line:
If you’re doing everything yourself, you’re not running a business—you’ve built a job. It’s time to scale smart. Start by watching the full episode for practical strategies you can implement this week. 🎥 Watch now on YouTube 🔗 https://youtu.be/wfjBpwiUkdE

Like what you read? Get weekly insights on scaling, efficiency, and profitability—straight to your inbox. Click here to subscribe.

Transcript

Harley Green
Hey everybody, welcome back to the Scale Smart Grow Fast podcast. Too many businesses hit a ceiling because the owner is still at the center of every decision. In this episode, Susan Fennema, chaos eradicating officer at Beyond the Chaos and co-author of Efficiency Amplified, shares how to eliminate operational chaos, build scalable systems, and finally break free from day-to-day dependency. With 30 plus years of operational expertise, Susan offers practical strategies to help business owners reclaim their time and lead with clarity. Susan, thank you so much for being on the podcast. How are you doing today?

Susan Fennema
Thank you so much for having me. I’m doing great and excited to get this week going.

Harley Green
Love it. Susan, can you tell us more about your background? What gave you this operational expertise and what made you decide to help businesses with their operations?

Susan Fennema
I’ve always been wired for organizing. As a child, I would sit with a jar of buttons and organize them by color and size. Throughout my career, I worked for small business owners in roles that were always process-oriented. I was focused on taking the load off the owner, simplifying, and streamlining operations.

In 2016, I started looking for what I thought would be my last job, but I realized I could serve multiple owners at once instead of committing to one. That’s when Beyond the Chaos transitioned from a side gig into a business dedicated to helping owners eliminate chaos and build freedom into their operations.

Harley Green
Owner dependency is a major roadblock to growth. What are some of the biggest warning signs that a business is too dependent on its owner?

Susan Fennema
The biggest red flag is if the owner can’t take a vacation without everything falling apart. Other signs include exhaustion, constant firefighting, and being the bottleneck for every decision. Team members feel stuck because they need approval to move forward, which leads to frustration and turnover.

We also see owners frustrated with clients, team members, and even family because they’re burned out. Many say they want to sell their business and walk away. But once they create processes and hand off work, they usually rediscover their love for the business and start growing again.

Harley Green
Some listeners might be realizing they don’t have to live with those stressors. What inspired you to start focusing on eliminating chaos?

Susan Fennema
I started in project management, making projects more efficient. But I quickly saw how much relief that gave owners, so I went deeper. I began looking at the entire flow—how leads come in, how proposals turn into projects, how work is delivered, and how to build repeatable systems that create more clients.

Owners should focus on relationships, strategy, and growth, not daily details. With systems in place, it’s easier to hold teams accountable and identify who’s performing well. Many owners start businesses because they love their craft, but get trapped in details. Fractional operations support—like project managers or integrators—helps free them up without the cost of a full-time COO.

Harley Green
That makes sense. For business owners who want to make their business more enjoyable or even more saleable, what are the first steps they should take?

Susan Fennema
Start by writing down everything you do in a week, then add monthly, quarterly, and annual tasks. Include tasks you hate as well. Next, estimate what you’d pay someone else to do those tasks. Most owners, worth $200–$300 an hour, are spending too much time on $15 tasks.

Those are the first things to delegate or stop doing. Document how you do them with a simple video or outline. Then bring in part-time support like an assistant or project manager. Offloading those tasks frees you to focus on higher-level work.

Harley Green
That’s a great point. Owners often hesitate to delegate because they don’t enjoy those tasks themselves.

Susan Fennema
Exactly. But there are people, like us, who love operations. Processes may feel like bureaucracy, but they’re what actually set you free.

Harley Green
You’ve mentioned several ways to eliminate chaos. Can you walk us through a few that create the foundation for scaling?

Susan Fennema
The first is process development. Clear processes make delegation and accountability easier, and they create a structure for addressing problems without conflict.

The second is project management. Many owners try tools like Trello, Asana, or Monday and give up, but the problem is usually implementation. With the right setup, these tools help deliver projects consistently.

The third is using time intentionally. Owners often get trapped in email or constant interruptions. The key is structuring your day to reduce distractions and focus on high-value work.

Harley Green
What are some tactical tips for managing time more intentionally?

Susan Fennema
Calendar blocking is essential. Schedule time to work on the business and treat it like a client appointment. Office hours are another great tool. Instead of constant interruptions, team members know when they can come to you.

Turn off notifications, step away from email, and use project management tools to track work instead of your inbox. Even small changes here can dramatically improve productivity.

Harley Green
How do you help owners move from reactive to proactive in their operations?

Susan Fennema
It starts with reducing emergencies. Once things calm down, some owners panic because they feel less needed. That’s where reviewing your numbers and focusing on strategic questions comes in. Use that newfound time to think about sales, growth, or improving the business instead of constantly firefighting.

Harley Green
In your book Efficiency Amplified, what’s one system or process every growing team should prioritize first?

Susan Fennema
Offboarding. Onboarding is important, but offboarding is usually an emergency. If someone leaves suddenly, you need to know what accounts they had access to, what passwords to revoke, and how to notify the team. Having that process in place prevents chaos and protects the business.

Harley Green
What are some mindset challenges owners face when trying to let go?

Susan Fennema
One is believing they’re the only ones who can do it right. In reality, with the right direction, team members often do it better. Another is the adrenaline rush of firefighting—when that’s gone, owners can feel lost. Adjusting both mentally and physically is part of letting go.

Harley Green
How can leaders maintain their vision while still empowering employees?

Susan Fennema
Every company has a culture, intentional or not. Leaders need to clearly communicate the vision and values, especially in virtual or hybrid teams. At Beyond the Chaos, we send framed value statements to employees as a daily reminder. Celebrating employees who embody the vision reinforces it across the team.

Harley Green
For owners still caught in the weeds, what’s one action they can take this week to start building more freedom?

Susan Fennema
Start that activity spreadsheet. Document what you’re doing every day, then identify what can be delegated. Operations isn’t one-and-done, it’s ongoing—like finance. But starting with that step is the path to freedom.

Harley Green
Susan, thank you so much for sharing these invaluable tips with our audience today. If people want to learn more or get in touch, what’s the best way?

Susan Fennema
I’d like to offer an operations audit to everyone listening. It’s a form that helps you evaluate how you’re operating and where we can help. Go to beyondthechaos.biz/operations-audit.

Harley Green
Fantastic, thank you for that. For those listening, if you got value from this episode, hit like and subscribe so you don’t miss future strategies to help you scale smarter. Share this with a colleague who might benefit, and if you’re on a podcast platform, leave us a quick rating. Thanks again for tuning in, and we’ll see you on the next one.

Susan Fennema
Thanks, Harley.

How to Stop Being the Bottleneck and Start Scaling Smarter Featuring Eden Lovejoy, Creator of the Virtual GM Matrix

How to Stop Being the Bottleneck and Start Scaling Smarter
Featuring Eden Lovejoy, Creator of the Virtual GM Matrix

If you’re a founder or business leader feeling buried in the day-to-day, chances are—you are the bottleneck. And that’s not a weakness. It’s a signal that you’ve outgrown your current structure, and it’s time for your next level of leadership.

In a recent episode of the Scale Smart Grow Fast podcast, Harley Green sat down with Eden Lovejoy, fractional COO and creator of the Virtual GM Matrix, to talk about how leaders can finally step out of the weeds and lead with clarity.

Preferred listening on the go? Catch the full podcast episode on Spotify and Apple Podcasts.

🔑 Key Takeaways from the Episode:

1. Leadership Begins with Mindset
Most operational pain stems from a mindset block. Eden explains that many business owners are hesitant to delegate because they fear losing their value or control. The first step? Trust your team—and accept that leadership is about thinking, not just doing.

2. Delegation ≠ Abandonment
Letting go doesn’t mean walking away. Delegation should come with structured feedback loops. Whether that’s weekly check-ins, data dashboards, or regular reporting, your systems should empower—not isolate—your team.

3. The Virtual GM Matrix: A Framework for Freedom
Eden’s framework has helped countless companies streamline operations and build performance cultures. It’s built on three pillars:

  • Cultural Alignment: Mission, vision, and values that guide decisions.
  • Organizational Clarity: Defined roles, accountability, and authority.
  • Feedback Loops: Real-time insights and growth mechanisms.

4. Scaling Isn’t Just “More”
Scaling isn’t doing more of what got you here—it’s often doing things differently. Eden urges leaders to audit their systems and ask: “Will this still work at 10x the volume?” If not, it’s time to evolve.

5. Work With Your Business
Forget the outdated “on vs. in” dichotomy. Eden champions a new approach: work with your business by distributing leadership across your team. That’s where freedom and growth really begin.

🎯 Final Thought:

Scaling smart isn’t about hustle—it’s about systems, mindset, and trusting your team to lead. If you’re ready to reclaim your time and unlock sustainable growth, this episode is a must-listen.

🎁 Don’t forget to grab your free copy of Eden’s book at freebusinessbook.com

Schedule a discovery call to stop being the bottleneck and start building a business that runs without you.

Like what you read? Get weekly insights on scaling, efficiency, and profitability—straight to your inbox. Click here to subscribe.

Transcript

Harley Green:
Hey everybody, welcome back to the Scale Smart Grow Fast podcast. Scaling a business shouldn’t require you to be the bottleneck. In this episode, Eden Lovejoy, creator of the Virtual GM Matrix and fractional COO to high-growth companies, shares how leaders can transition out of day-to-day operations by empowering their teams, installing scalable systems, and embracing a true visionary mindset. With over 30 years of business leadership and a track record of helping companies generate millions in revenue, Eden’s going to deliver a practical framework for delegation, leadership development, and sustainable growth. Eden, welcome to the podcast. How are you doing today?

Eden Lovejoy:
Thanks Harley, I’m doing great. Thanks for having me. Glad to be here.

Harley Green:
Eden, for our audience that isn’t familiar with your background, could you share what brought you along in this journey to what you’re doing today?

Eden Lovejoy:
My journey really starts from being a child in a very chaotic environment. I was the oldest of four kids, and my family was in a lot of chaos in San Francisco in the 70s. I developed a preference for organization, structure, and consistency. Years later, I realized that’s what drives me.

As a young woman, I started working, took a gap year before school, and realized I wanted to work in small to mid-sized business environments. I liked the diversity, challenge, and entrepreneurial energy. Over the years, I found myself in operational, organizational, and streamlining roles. I’m a general manager by craft and inclination—GM or COO depending on the structure.

I always wanted to impact more companies than just one. I tracked what made the most difference in operational leadership and pulled those insights into the Virtual GM Matrix. My goal is to translate that operational leadership skill set into a strong team, diversify the skill set, lean out overhead, improve operations, and build high-performance cultures.

Harley Green:
Before we started recording, we talked a bit about mindset. You mentioned how it’s usually a big challenge when people step into new roles. Can you elaborate?

Eden Lovejoy:
Mindset is everything. I can only coach someone so far until they hit an internal mindset block. Many of my clients have built a team, but even with growth, they don’t get relief. Often it’s because they haven’t delegated authority. Everyone still comes to the owner for answers. They haven’t shifted into trusting their team.

To delegate effectively, you must learn to trust, let people make mistakes, and not fear losing your value as a leader. When owners begin delegating, they often feel awkward—like “what am I supposed to be doing now?” The opportunity is to move into strategic visionary leadership.

Harley Green:
Right, and sometimes there’s guilt around delegation. How do you help people address that?

Eden Lovejoy:
We reassure them. That guilt shows up in leaders who care deeply about their people. They don’t want to be on a pedestal. But leadership is a practical skill set. Teams want to be trusted and they want their leaders to be visionary. It’s about shifting the perspective on leadership’s contribution.

Also, it’s easier to do small tasks. I remember one day realizing everything easy had been delegated and all that remained were the thoughtful things. I had to learn how to work differently.

Harley Green:
What are early signs someone is the bottleneck?

Eden Lovejoy:
One sign is feeling overwhelmed despite having a team. Another is when people ask questions and your first thought is “you should be able to answer that.” These are signs you haven’t empowered your team’s leadership.

Harley Green:
Tell us about the Virtual GM Matrix. How does it work?

Eden Lovejoy:
It has three components. First is the cultural framework—mission, vision, and values that drive decision-making. It’s not just having them, but making them actionable.

Second is organizational structure. We identify overlaps, clarify roles, assign decision-making authority, and create accountability. This shifts pressure from top leadership to the team.

Third is feedback loops and growth patterns. Delegation is not abandonment. We build feedback mechanisms and growth plans so the leader isn’t the only idea generator.

Harley Green:
How do you make mission, vision, and values stick so the team can make decisions like you would?

Eden Lovejoy:
Culture is a contact sport. We integrate values into daily conversations, development reviews, and even contests. It may seem awkward at first, but over time it becomes the team’s language. Like knowing what country you’re in by the language—values become the company’s language.

Harley Green:
Let’s talk about feedback loops. What do they look like in practice?

Eden Lovejoy:
It depends on the company’s culture. The matrix isn’t a cookie-cutter—it’s tailored. We identify key indicators, then build reporting, meeting cadences, or technology around them. One company may focus on receivables, another on POS trends—it must fit the business.

Harley Green:
You talk about working with your business, not just in it. What does that mindset shift look like?

Eden Lovejoy:
The old idea is to work “on” not “in” the business. But now we need to work with the business—building leadership across the team. We move from needing one GM or COO to distributing operational leadership.

Working with the business means giving your team a voice and decision-making power, based on shared values and mission. It’s not managing by consensus—it’s aligning through principles.

Harley Green:
When leaders are scaling, what process do they often skip or underestimate?

Eden Lovejoy:
They think scaling means doing more of the same. But real scaling requires different systems. Sometimes the people or processes that got you here won’t get you there. Leaders must leapfrog beyond what worked and build new structures for the next level.

Harley Green:
What red flags show a system isn’t ready to scale?

Eden Lovejoy:
If you haven’t reviewed your systems recently, that’s a red flag. Businesses grow by patching things together, but at scale, you need cohesive systems. Take time to evaluate and redesign.

Harley Green:
Any simple stress tests or questions you use with clients?

Eden Lovejoy:
I focus more on teaching people how to think. The matrix includes a decision-making framework for growth—helping teams vet ideas thoroughly and ask the right questions, not just chase shiny tools.

Harley Green:
For leaders feeling stuck, what’s one question they should ask themselves?

Eden Lovejoy:
Ask: What am I doing that I don’t want to be doing? What isn’t aligned with my heart, strength, passion, or vision? Then ask: Where does that task belong instead?

Harley Green:
If people want to connect with you or get your book, where should they go?

Eden Lovejoy:
Visit freebusinessbook.com. You can download a free e-book copy. I want to get this info to as many business owners as possible.

Harley Green:
Thanks again for the insights and the generous gift. If this episode brought you value, hit like and subscribe so you don’t miss future strategies to help you scale smarter. And share it with someone who needs it!