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Episode Details
November 5, 2025
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Adi shares insights on why consulting engagements fail, the importance of aligning values, and how effective documentation drives measurable results. They discuss overcoming resistance, building trust, and integrating AI to streamline operations. Eddie emphasizes collaboration, clear ROI, and sustaining improvements through structured processes.
The conversation provides practical advice for leaders and consultants, highlighting how clarity, commitment, and effective systems can transform businesses and enable sustainable growth.
Featured Quotes
Episode Transcript And Overview
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Timeline Notes
Why People Fail with Consulting Opening question about common reasons consulting engagements fail.
Importance of Fit and Commitment Discussing the need for alignment in values, methodology, and being fully committed to consulting.
Introduction Host Jeremy Axel introduces the podcast
Why Listen to This Episode Adi Klevit explains the main takeaway: process documentation is not as hard or unnecessary as people think.
Adi’s Career and Company Origins Eddie describes her background and why she started her consulting company.
Rethinking Consulting for Modern Business Discussion on the evolution from traditional consulting to transformation and value-driven results.
Delivering Tangible Results and ROI Adi Klevit explains her approach, which involves providing playbooks and process maps and focusing on measurable ROI.
Overcoming Pushback on Soft Costs Addressing resistance from stakeholders regarding hidden or soft costs in process improvement.
Getting Buy-In and Defining Success Importance of consulting with all stakeholders to define ROI and ensure buy-in.
Collaboration vs. Surface-Level Advice Distinguishing effective consulting from superficial advice; emphasizing partnership and collaboration.
Defining the Consulting Partnership Adi Klevit's approach: co-defining goals, ensuring mutual participation, and the necessity of client engagement.
Collaboration vs. Correction Why collaboration is essential for change management and process adoption.
The Importance of “Why” in Process Documentation Starting every engagement by clarifying the client’s motivation for documenting processes.
Building Trust and Empathy The a need for trust, empathy, and careful communication when consulting with business owners.


