How EOS Can Help You Scale Without Burning Out — Insights from Harvey Yergin

How EOS Can Help You Scale Without Burning Out — Insights from Harvey Yergin

Growing a business without a clear operating system often leads to misalignment, frustration, and stalled progress. If you’ve ever felt like your business is running you instead of the other way around, you’re not alone.

In a recent episode of the Scale Smart Grow Fast podcast, host Harley Green sat down with Harvey Yergin, a certified EOS Implementer, Army veteran, and former D1 athlete, to break down how the Entrepreneurial Operating System (EOS) brings order, clarity, and growth to leadership teams across industries.

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

🚨 The Problem: Chaotic Growth Without Structure

Harvey shared his own experience running a real estate business that was scaling—but painfully. The team struggled with communication, profitability, and accountability. Like many business owners, he was pouring in time and energy without seeing sustainable results.

That’s when he discovered Traction—the foundational book for EOS. Within a few pages, everything clicked.

✅ What is EOS?

EOS (Entrepreneurial Operating System) is a proven framework for helping leadership teams align on a shared vision, build healthy team dynamics, and gain traction through disciplined execution.

According to Harvey, EOS helps businesses master three pillars:

  • Vision – Get everyone 100% on the same page with where you’re going and how to get there.
  • Traction – Instill accountability and discipline to actually execute on your vision.
  • Healthy – Build a cohesive, open, and trusting leadership team.

🔧 EOS Tools That Transform Teams

Here are two powerful tools Harvey recommends for any team implementing EOS:

  • The Accountability Chart – Not your traditional org chart. It’s about defining functions first, people second. This tool helps ensure everyone is in the right seat doing the right things.
  • Core Values – These guide hiring, firing, and daily decision-making. They ensure cultural alignment across your team.

Harvey also emphasized the Level 10 Meeting, a structured weekly meeting agenda that drastically improves team communication, problem-solving, and focus. If your meetings are painful or pointless, this is a game changer.

💥 Why Most Teams Struggle (and How EOS Helps)

According to Harvey, most leadership teams fail not because they lack strategy, but because they ignore the human side—team health. Trust, vulnerability, and openness are often overlooked, yet they’re essential for growth.

He also stressed the importance of consistency and rhythm. Even self-implementing teams lose steam over time, which is why EOS emphasizes a 90-day reset cadence to re-align and re-energize leadership.

🧠 Is EOS Right for You?

EOS is industry-agnostic. Whether you’re running a landscaping company, law firm, nonprofit, or tech startup—if you’re working with people and want to grow, EOS can help.

But it’s not for everyone.

You need to be:

  • Growth-minded
  • Willing to change
  • Open to outside perspective

👊 Final Takeaway

If you’re feeling stuck, overwhelmed, or unsure of your next move—you’re not alone. EOS gives you the tools to lead with confidence, align your team, and regain control of your business.

As Harvey puts it: “There’s no shame in needing help. The real strength is in seeking it.”

🔗 Related Links:

  • Learn More About EOS
  • Contact Harvey:

Book a free discovery call with Workergenix to get the support you need to fully implement EOS and stay focused on growth. Our Ultimate Executive Assistants handle the details so you can lead with clarity and traction.

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. Growing a business without a proven operating system often leads to misalignment, burnout, and stalled progress. In this episode, Harvey Yergin, certified EOS implementer, Army veteran, and former D1 athlete, shares how he helps leadership teams gain clarity, traction, and team health using the Entrepreneurial Operating System. With a background spanning real estate investing, military logistics, and entrepreneurial leadership, Harvey’s going to unpack the core EOS tools that help businesses align vision, empower people, and achieve results without the chaos. Harvey, how are you doing?

Harvey Yergin:

I’m good man, thanks for having me.

Harley Green:

Yeah, thanks for being on the show with us today. Now you’ve lived many lives—from being a D1 athlete, a military leader, entrepreneur, and EOS implementer. What drew you to helping leadership teams align and grow through EOS?

Harvey Yergin:

It’s fun. It’s really fulfilling and it seems like I have an innate set of skills that make me naturally good at it, which makes me pretty fortunate to have discovered something that aligns my skills with impact. Most of the business owners and leadership teams I work with are struggling in some capacity. Maybe they’re doing well and want to do better. Maybe they aren’t doing well and want to do a lot better. I empathize with that because as a business owner and team leader, I’ve been a part of successful teams and also know what it’s like to feel lost and in need of help. I know how that feels and how it feels to get clarity and when things start clicking. That’s what I want to do for people—with the help of the EOS tools.

Harley Green:

Tell us a bit more about how you got introduced to EOS. Were you on a team that was struggling?

Harvey Yergin:

I was running a real estate business. We were flipping houses in pretty good volume. It was my first real business with a team, and I wasn’t very good at it. We were struggling to make a profit, struggling to feel like we were making progress without pouring in more time and effort. Team dynamics were lousy. I was lucky enough to be handed the book “Traction,” which EOS is based on. I finally put aside my pride and cracked it open. Within the first nine pages, it felt like the book was speaking directly to me. I started to implement the tools in my business, and the rest is history.

Harley Green:

That’s similar to my experience. I remember being on a cruise where “Traction” was recommended. I used my morning workout time to listen to the audiobook. It was incredibly powerful. I took notes, and when we got back, I immediately started implementing those things. It’s been a game changer. So, I’m excited for you to share some top recommendations from EOS. Maybe people can relate to how you were feeling—stuck in the day-to-day, with teams not performing or being profitable. How does EOS help regain clarity and focus on what really matters?

Harvey Yergin:

Clarity and focus are often second-tier symptoms. The root frustrations are that business leaders aren’t generating the kind of revenue or profit they want, they’re working more in the business than they want to—whether in hours or mental energy. They’ve tried multiple things and none have stuck. They’re frustrated with their team. They might say, “nobody wants to work these days” or “it’s hard to find talent.” If you’re experiencing those things, getting clarity and focus through EOS tools can solve them. At the highest level, EOS is about getting vision, traction, and healthy. Vision means getting your team on the same page with where you’re going and how you plan to get there. Traction is about instilling real accountability and discipline. Healthy means building teams that are open, honest, vulnerable, and enjoy working together. If you don’t have that, your team will fray.

Harley Green:

Of the three pillars—vision, traction, and healthy teams—is there one that’s hardest to get right or most often overlooked?

Harvey Yergin:

Healthy, by far. People tend to focus on the “how” of business—process, strategy, tactics. There’s not enough focus on building and maintaining a healthy, cohesive team. You can do everything else right and still fail if your team isn’t built on trust. Books like “The Five Dysfunctions of a Team” start with trust for a reason. Ignoring this is often a team’s downfall.

Harley Green:

What are some recommended tools or starting points in EOS to ensure teams have the right people and accountability?

Harvey Yergin:

Two tools: the Accountability Chart and Core Values. The Accountability Chart is the first tool we use with every team. It’s structure first, people second. Most teams build their structure around who’s already there—which doesn’t work. You need to define the functions and roles your business needs over the next 6–12 months, and then assess if your people are the right fit for those seats. Core Values are on the Vision/Traction Organizer. They define the behaviors your organization values and lives by. Use them to attract the right people and repel the wrong ones. When both tools are in place, you get the right people in the right seats.

Harley Green:

Awesome. As people go through this, what are some of the biggest blind spots leadership teams have when setting up EOS?

Harvey Yergin:

Blind spots are common. The biggest stumbling block is an unwillingness to change. EOS is a new way of doing things, and if you’re resistant to change, it won’t work. EOS is for entrepreneurial teams—growth-minded and open to being honest and vulnerable. That can be scary. But holding on to old habits is often what keeps teams stuck.

Harley Green:

Are there mindset shifts or strategies that help people embrace change when starting EOS?

Harvey Yergin:

Honestly, if you have the tools and still can’t change, you may want to talk to a personal development coach or therapist. There’s often a deeper reason behind that resistance. Having an objective third party like an EOS Implementer helps. They’ll call out when your actions don’t align with your goals. Without that external input, you just get stuck in your own loop.

Harley Green:

Speaking of alignment—what EOS tools help with improving communication and meetings?

Harvey Yergin:

The Level 10 Meeting Agenda. Meetings often suck—unproductive, boring, nothing gets done. The L10 is structured to help teams actually make decisions, move forward, and connect. It’s one of the best tools for communication and results.

Harley Green:

We implemented L10 meetings in our business—it was night and day. We saved 15 minutes off our weekly leadership meetings. Team ratings went from 3s to 8s or 9s. Everyone communicates better now. Huge fan of the L10.

Switching gears—does EOS work better for certain industries?

Harvey Yergin:

EOS is industry agnostic. I’ve worked with construction, landscaping, trucking, attorneys, a baseball team, accountants, doctors, nonprofits—you name it. If you have a team, EOS can work for you. You just need to be willing to grow and change. The tools work for businesses of one, but things click more easily once you have 10+ employees.

Harley Green:

Do companies ever lose momentum after getting started with EOS?

Harvey Yergin:

Definitely. Especially self-implementing teams. You start strong, then life gets busy. That’s why EOS is designed around a 90-day world. Every 90 days, you reconnect, refocus, and re-energize. After the initial setup, I meet with teams quarterly. They always come in frazzled—and always leave fired up.

Harley Green:

That’s a universal truth, even Gino Wickman talked about it. As we wrap up, what’s one piece of advice for leaders who want freedom without losing control?

Harvey Yergin:

I get what you’re feeling—worried you’re messing things up, questioning your decisions, maybe even scared to ask for help. Just know there are thousands of us out there who’ve felt the same. You’re not alone. Whether it’s EOS Implementers, other leaders, or business owners, support is out there. Don’t be afraid to reach for it.

Harley Green:

That’s excellent advice. Harvey, thank you so much for sharing these insights. If people want to connect or learn more about EOS, how can they reach you?

Harvey Yergin:

Go to eosworldwide.com or check out the book “Traction.” If you want to connect directly, email me at .

Harley Green:

Thanks again. If you got value from this episode, hit like and subscribe so you don’t miss future strategies to help you scale smarter. Share it with someone who needs to hear it, and if you’re on a podcast platform, leave a quick rating. It helps us reach more leaders like you. Thanks for tuning in—we’ll see you in the next one.

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!

Are You the Bottleneck Holding Your Business Back?

Are You the Bottleneck Holding Your Business Back?

As your business grows, the same strengths that helped you start it may be the very ones stalling your next level of success. On the latest episode of the Scale Smart, Grow Fast Podcast, Harley Green sits down with Sumit Gupta, serial entrepreneur and strategic leadership coach, to uncover why so many entrepreneurs unknowingly become their company’s biggest bottleneck—and how to break free.

Listen to the full conversation with Sumit Gupta on the Scale Smart, Grow Fast Podcast on your favorite platform and unlock the leadership shifts that will drive your next level of growth. 👉 Spotify | Apple Podcasts

The Hidden Leadership Trap

Sumit shares that 95% of our daily behavior is subconscious or habitual. The leadership habits that got you to $1M in revenue won’t be the ones that get you to $5M, $10M, or beyond. Growth demands new leadership behaviors—and if you’re feeling stuck, it’s often because you haven’t upgraded your leadership operating system.

Biggest blind spots entrepreneurs face:

  • Acting like the expert instead of building a team that can operate independently.
  • Overworking instead of strategically delegating.
  • Hesitating to hire strong leaders because of control or trust issues.

The Mindset Shift That Changes Everything

If your growth has plateaued, you are likely part of the problem—but that’s not a bad thing. It means you have control to change it. Sumit’s advice is to stop asking, “How do I fix this?” and start asking, “Who can help me fix this?”

Strategic delegation isn’t about giving up control—it’s about amplifying your impact.

The Importance of Slowing Down

One powerful tactic Sumit shares: Pause and breathe.
Taking intentional pauses helps leaders listen better, think more clearly, and create space for courageous conversations—something most businesses desperately need to grow.

When you slow down, you become a better listener, spot hidden opportunities, and create a culture where problems are addressed early—before they become emergencies.

Building an Organization That Scales Without You

As you grow, your real job shifts from building products or services to building the organization itself.
That means focusing on:

  • Hiring for both skill and shared values.
  • Empowering people to innovate—not just follow orders.
  • Creating systems that allow the business to thrive without micromanagement.

Bottom line:
To scale smart, you must evolve from expert to strategic leader—and that starts with working on yourself as much as you work on your business.

Ready to free yourself from bottlenecks and finally scale with less stress and more impact? Schedule a quick discovery call with us today and see how the right support can transform your growth.

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

The Systems That Give You More Time and Freedom

The Systems That Give You More Time and Freedom

Most entrepreneurs start their businesses for freedom—freedom of time, financial independence, and the ability to work on what they love. But as your business grows, so does the workload. Instead of gaining time, many business owners find themselves buried in tasks, stuck managing operations instead of leading growth.

In a recent episode of the Scale Smart, Grow Fast Podcast, we sat down with Stephanie Cabral, a former attorney turned real estate entrepreneur, to discuss how she scaled her business efficiently without sacrificing quality or control.

Listen on the go! Catch the full episode on your favorite podcast platform:

🎧 Spotify
🍏 Apple Podcasts

The Mindset Shift: Treating Your Business Like a Business

One of the biggest mindset shifts Stephanie made was realizing that real estate investing—or any business—is not a side hustle, it’s a company. If you want to scale, you can’t run your operations manually forever.

She stopped managing everything herself and implemented automation and delegation.
She focused on systems that could scale, not just processes that worked in the moment.
She prioritized high-impact work instead of getting stuck in daily tasks.

How Systems and Delegation Transformed Her Business

Stephanie knew she couldn’t scale while handling every invoice, repair call, and tenant request. So she built a structured system for efficiency by:

🔹 Using automation tools to manage communication, invoicing, and workflows.
🔹 Hiring a dedicated assistant to take over administrative tasks, freeing her time for strategy.
🔹 Implementing SOPs (Standard Operating Procedures) to ensure consistency and eliminate micromanagement.

This shift allowed her to focus on growing her portfolio, securing better deals, and expanding her impact—all while working less.

How You Can Apply This to Your Business

No matter your industry, these principles apply. If you’re feeling stuck in daily operations, ask yourself these questions:

🔸 What tasks do I repeat every day that could be automated?
🔸 What low-value tasks am I holding onto that someone else could handle?
🔸 Where am I spending time that isn’t directly growing my revenue?

The key to scaling smart is removing yourself as the bottleneck. With the right systems and support, you can grow your business without working 24/7.

Want to Scale Faster Without Burnout?

If you’re ready to free up your time and focus on what truly moves the needle, it’s time to build a smarter, more efficient business. Watch the full podcast episode now and start implementing the strategies that will help you grow without the overwhelm.

Ready to streamline your business and reclaim your time? Schedule a discovery call today and see how the right systems and support can help you scale smarter and grow faster.

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