• Goal Setting & Weekly Alignment
    Jan 9 2026

    In this episode, we dive into the critical importance of goal setting and weekly alignment meetings to ensure successful business operations in 2026. We discuss how clarity and focused execution are necessary for entrepreneurs and leaders, preventing misalignment and inefficiency.

    Real-life examples illustrate typical issues encountered in large organizations due to lack of alignment. Practical solutions, such as defining three to five strategic priorities and conducting structured weekly meetings, are emphasized for maintaining accountability and achieving significant business results.

    Want in on the live Q&A?

    Join our OBS Inner Circle — where entrepreneurs connect, learn, and get their biggest business questions answered live.

    Join Today — don’t just listen, get involved!

    www.optimizebusinesssystems.com


    00:00 Introduction to Weekly Alignment Meeting

    01:33 The Importance of Clarity in Goal Setting

    04:26 Common Pitfalls in Goal Setting

    08:56 The Power of Weekly Alignment Meetings

    13:55 Real-Life Success Stories

    19:11 Implementing the Weekly Alignment Framework

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    25 mins
  • The Strategic Reset
    Jan 5 2026

    In this Inner Circle call, hosts Hector and Willy discuss the importance of a strategic reset for business leaders as they enter 2026. Emphasizing the need for clarity and focused goal setting, they share insights on overcoming common business constraints such as leadership dependency and complexity.

    They highlight real-life examples of businesses that have successfully navigated these challenges and offer practical steps for prioritizing and simplifying business goals. Special guests share their own experiences, and the community provides a supportive space for ongoing learning and problem-solving.

    Join our OBS Inner Circle — where entrepreneurs connect, learn, and get their biggest business questions answered live.

    Join Today — don’t just listen, get involved!

    www.optimizebusinesssystems.com


    00:00 Welcome and Introduction

    00:49 Strategic Reset: The Key to Success

    02:07 Avoiding Common Pitfalls in Goal Setting

    06:36 Reflection and Intelligence Gathering

    10:14 Addressing Founder Dependency

    15:54 Identifying and Removing Constraints

    22:24 Understanding Founder Energy

    23:19 The Importance of Structure

    24:08 Strategic Focus for the New Year

    25:13 Setting Realistic Goals

    26:57 The Power of Clarity and Systems

    28:57 Willy's Success Story

    32:08 Introducing the Inner Circle Community

    34:41 Community Testimonials

    41:48 Q&A and Final Thoughts

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    48 mins
  • How Entrepreneurs Should Actually Prepare for 2026 | Discipline, Systems & Reflection
    Dec 26 2025

    In this special one-on-one episode, OBS co-founders sit down with entrepreneur and co-founder Willy Schmidt to talk about how to close out 2025 the right way and step into 2026 with clarity. They get real about reflection, discipline over motivation, delegation, working on the business instead of in it, and why strong systems (especially financial systems and tracking the right data) are the difference between growth and chaos.

    If you’re an entrepreneur or operator who wants a simpler, more focused year—and goals you actually follow through on—this conversation will reset your mindset.

    Invest in yourself and let discipline do the heavy lifting!

    Join our OBS Inner Circle — where entrepreneurs connect, learn, and get their biggest business questions answered live.

    Join Today — don’t just listen, get involved!

    www.optimizebusinesssystems.com


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    48 mins
  • The 5 Buyer Behavior Shifts for 2026
    Dec 19 2025

    In this episode, we explore the five critical habits needed for sales success in 2026, focusing on shifting buyer behaviors and economic challenges. Our featured guest, Cory Brewer, a successful entrepreneur from Vancouver, sheds light on his own journey in entrepreneurship, the importance of sales training, and the strategic use of virtual assistants.

    The discussion also covers how to build trust through consistent messaging and effective use of social media, along with insights into the power of community and mentorship in business growth. Join us to gain valuable insights and actionable strategies to prepare for the shifting marketplace of 2026.


    Want in on the live Q&A?

    Join our OBS Inner Circle — where entrepreneurs connect, learn, and get their biggest business questions answered live.

    Join Today — don’t just listen, get involved!

    www.optimizebusinesssystems.com


    00:00 Introduction and Agenda Overview

    01:00 Understanding the Shift in Buyer Behavior

    03:14 The Importance of Risk Reduction in Sales

    06:11 Building Trust Through Transparency

    09:37 Sales Calls: Confirmation Over Conversion

    12:27 Navigating Price Pressure and Margins

    14:32 The Role of Founders and Consistency

    16:57 Introduction to Corey Brewer

    17:32 Corey Brewer's Entrepreneurial Journey

    21:17 The Value of Sales Training and Pricing Strategy

    23:55 The Power of Business Communities

    27:38 Leveraging Virtual Assistants for Business Growth

    28:21 Remote Work Revolution

    28:51 Grace's Rapid Rise

    29:13 Expanding the Remote Team

    30:33 Challenges of Going Remote

    31:11 The Importance of Executive Assistants

    32:27 Launching a New Business

    32:59 Q&A Session

    34:54 Mentorship and Sales Training

    40:44 Marketing Strategies and Social Media

    49:48 The Power of Structure and Systems

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    54 mins
  • AI Productivity Boom
    Dec 12 2025

    In this episode of the Inner Circle Call, we dive deep into the real-world applications of AI to supercharge business productivity. Hear how leading entrepreneurs like Alex Harmon, Gary Vaynerchuk, and Cody Sanchez are leveraging AI to streamline operations, cut administrative tasks, and improve accuracy.

    We'll explore practical use cases for AI in creating SOPs and documentation, handling invoicing and administrative paperwork, job costing, and leadership communication. Discover the top tasks every founder should automate with AI starting tomorrow and the specific tools you need to get started. Learn how AI can become your competitive advantage and help your business scale efficiently—no tech background required!

    Want in on the live Q&A?

    Join our OBS Inner Circle — where entrepreneurs connect, learn, and get their biggest business questions answered live.

    Join Today — don’t just listen, get involved!

    www.optimizebusinesssystems.com


    00:00 Introduction and Overview

    01:12 Types of Founders and AI Adoption

    02:07 Real-World Examples of AI Success

    05:13 Practical AI Applications for Businesses

    10:38 Top Tasks to Automate with AI

    17:10 AI Tools You Should Be Using

    20:20 Conclusion and Call to Action

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    25 mins
  • Cash-Flow Bottlenecks That Break Contractors
    Dec 5 2025

    In this episode, we delve into the critical issue of cashflow bottlenecks that can break contractors. This is the first part of a four-part series focused on improving cashflow efficiencies and controlling expenses.

    We highlight the challenges faced by contractors who pay upfront but get paid last, leading to cashflow starvation. Practical solutions such as front-loading deposits, establishing biweekly billing, using lines of credit, and setting vendor terms are discussed to help contractors avoid financial pitfalls. Stay tuned for more insights all month, including a special segment on AI principles in business towards the end of the series.

    Want in on the live Q&A?

    Join our OBS Inner Circle — where entrepreneurs connect, learn, and get their biggest business questions answered live.

    Join Today — don’t just listen, get involved!

    www.optimizebusinesssystems.com


    00:00 Introduction to Cashflow Bottlenecks

    00:37 Understanding the Cashflow Trap

    01:36 The Construction Cashflow Dilemma

    05:12 Strategies to Improve Cashflow

    08:17 Essential Tools for Cashflow Management

    11:53 Common Pricing and Cost Mistakes

    16:08 Building a Sustainable Business Model

    18:52 Conclusion and Next Steps

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    22 mins
  • Resilience Systems That Scale
    Nov 28 2025

    In this episode of the Inner Circle Call, we explore how entrepreneurs can build resilient businesses that thrive under pressure. Learn strategies to create systems that focus on operations, people, communication, and cash flow to withstand unexpected challenges. Hear insightful examples from different industries, including construction, dental clinics, and restaurants, to understand how to decentralize responsibilities and implement effective stress tests.

    Improve your business's resilience by adopting consistent communication standards, planning for crises, and fostering emotional resilience among your leadership. Don't let unexpected chaos derail your progress—turn it into clarity and growth.

    Want in on the live Q&A?

    Join our OBS Inner Circle — where entrepreneurs connect, learn, and get their biggest business questions answered live.

    Join Today — don’t just listen, get involved!

    www.optimizebusinesssystems.com


    00:00 Introduction to Resilience Systems

    01:41 Understanding Business Vulnerabilities

    02:18 Case Study: Construction Company

    03:52 Stress Testing Your Operations

    08:46 Cash Flow Management

    10:25 People and Process Redundancy

    13:43 Crisis Communication Standards

    16:22 Emotional Resilience in Leadership

    19:25 Conclusion and Final Thoughts

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    22 mins
  • How to Recruit & Retain Second-Line Leaders
    Nov 21 2025

    In this episode of the Inner Circle, we dive into the second part of our Second Line Leader series, tackling the biggest challenges faced by business owners and unit leaders.

    We focus on recruiting, developing, and retaining a team of leaders who actually lead. Learn about critical concepts from Patrick Lencioni's 'The Ideal Team Player' book, emphasizing the three virtues: hungry, humble, and smart. Practical tools, stories, and a brand new leadership ladder will help you develop your people starting tomorrow.

    Achieve true scaling and positive culture transformation in your organization by identifying and nurturing true leaders. Don't miss the cheat codes on hiring and the core framework for transforming workers into second line leaders. This episode is packed with actionable insights and strategies essential for any industry.

    Want in on the live Q&A?

    Join our OBS Inner Circle — where entrepreneurs connect, learn, and get their biggest business questions answered live.

    Join Today — don’t just listen, get involved!

    www.optimizebusinesssystems.com


    00:00 Introduction to the Inner Circle

    00:04 The Importance of Second Line Leadership

    01:18 Understanding Hungry, Humble, and Smart

    05:14 Identifying and Developing Hungry Leaders

    06:21 Identifying and Developing Humble Leaders

    07:20 Identifying and Developing Smart Leaders

    08:44 Combining the Three Virtues

    09:59 Practical Hiring Funnels

    16:23 Retention Strategies for Leaders

    19:36 Transforming Workers into Leaders

    25:25 The Impact of C Players

    26:52 Conclusion and Q&A

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    34 mins