The Inner Circle Podcast
By: Optimize Business Systems
Language: en
Categories: Business, Entrepreneurship, Management, Marketing, Education, Courses
Welcome to The Inner Circle, the podcast powered by Optimize Business Systems (OBS). This is where business owners, leaders, and doers come together to gain clarity, sharpen their vision, and unlock growth through proven systems and real-world leadership insights. Each episode dives deep into the strategies, frameworks, and mindset shifts that turn chaos into clarity and leaders into legacy builders. From practical tools that streamline operations to conversations that challenge how you think about leadership, The Inner Circle is your weekly seat at the table with a community that’s scaling smarter, not harder. https://optimizebusinesssystems.com/obs-program/ If you’re r...
Episodes
Goal Setting & Weekly Alignment
Jan 09, 2026In 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<...
Duration: 00:24:32The Strategic Reset
Jan 05, 2026In 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, le...
Duration: 00:47:53How Entrepreneurs Should Actually Prepare for 2026 | Discipline, Systems & Reflection
Dec 26, 2025In 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 yourse...
Duration: 00:48:11The 5 Buyer Behavior Shifts for 2026
Dec 19, 2025In 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...
Duration: 00:54:16AI Productivity Boom
Dec 12, 2025In 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...
Duration: 00:25:04Cash-Flow Bottlenecks That Break Contractors
Dec 05, 2025In 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...
Duration: 00:21:40Resilience Systems That Scale
Nov 28, 2025In 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...
Duration: 00:22:24How to Recruit & Retain Second-Line Leaders
Nov 21, 2025In 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...
Duration: 00:34:15Developing Second-Line Leaders
Nov 14, 2025In this episode of 'The Inner Circle,' we dive deep into the crucial role of second line leaders – the supervisors, foremen, coordinators, and managers who sit between top leadership and the frontline. We discuss common symptoms of weak leadership at this level and their impact on organizational success, offering practical insights for business owners and senior leaders on how to strengthen these leaders.
Learn about the six key principles of real leadership – vision, integrity, actions, empathy, communication, and accountability – and discover actionable steps to transform your managers from task-oriented followers to empowered decision-makers capable of driving your b...
Duration: 00:39:11Strategic Focus
Nov 07, 2025In this episode, the discussion highlights the critical importance of strategic focus for business leaders across all industries. Key insights include avoiding the pitfalls of too many projects, changing priorities, and delegation without metrics. Real-life examples from a landscape company, Willy's Trucking, and major figures like Jeff Bezos and Warren Buffet illustrate how strategic focus on fewer, bigger targets leads to higher profitability and success.
The conversation emphasizes the need for leaders to define their North Star, create strategic quarterly goals, and systemize their business for long-term growth. The episode concludes with a call to action, encouraging...
Duration: 00:39:59Cash Flow Mastery
Oct 31, 2025In this enlightening episode, we delve into the crucial topic of cash flow management, a universal challenge for many businesses. Learn why managing cash flow is often more critical than profit for survival and growth. Drawing from experiences with industry giants like PepsiCo and Amazon, and best practices from elite entrepreneurs like Jeff Bezos, discover the strategies successful companies employ to prevent cash flow crises.
From understanding seasonality to implementing daily invoicing and leveraging payment terms, this episode offers practical advice for business owners, especially those in early or growth phases. Hear real-world stories, best practices, and...
Duration: 00:59:16Operational Excellence
Oct 28, 2025Welcome to the Inner Circle! In today's episode, we dive deep into the unsexy but essential topic of operational efficiency. While most business owners focus on sales and revenue growth, the true profit killers are often hidden inefficiencies in their operations.
Discover how to identify and address these inefficiencies and transform them into profit-driving processes. We explore real-world examples from industry giants like Amazon and Toyota, as well as small businesses, to illustrate the importance of operational excellence. Learn practical steps to streamline your processes, enhance team alignment, and drive consistent improvement. Plus, hear...
Duration: 00:51:51Unit Economics - The Truth Behind Growth
Oct 17, 2025Understanding the Importance of Unit Economics for Entrepreneurial Success
In this episode of The Inner Circle, we dive deep into a crucial yet often overlooked aspect of business—unit economics. Many entrepreneurs focus only on revenue, neglecting the numbers beneath the surface that ultimately decide their financial health.
The discussion centers on understanding key metrics such as cost to acquire a customer (CAC), lifetime value (LTV), contribution margin, and profit per unit. By exploring real-life examples, including stories from Uber, Peloton, and Netflix, we illustrate the importance of these metrics in preventing financial pitfalls and ac...
Duration: 01:01:52Cost Visibility and Control
Oct 10, 2025Join Hector Alvarado as he welcomes you to the Inner Circle and dives deep into the essential topic of cost visibility and control for business success. Hector explains how many businesses fail to address hidden costs, which lead to a slow financial bleed rather than a single catastrophic event.
From unplanned overtime to unused software subscriptions, these small but frequent expenses can add up and erode profits. Learn from major organizations like Tesla, Amazon, Toyota, and Walmart on how they manage to keep costs in check through rigorous processes and cultural frameworks. Get actionable steps and insights...
Duration: 00:56:46The Pricing Discipline Playbook
Oct 03, 2025In this insightful discussion, we dive deep into the world of pricing strategies and market positioning to help you avoid underpricing your services. Learn the psychology behind higher pricing and how premium pricing can attract better clients and reduce headaches. With real-life examples and expert advice from successful business owners like Hector and Willie, you will understand how to set your prices intentionally rather than emotionally.
We cover essential steps to calculate your true cost, factor in profit margins, and position your pricing in the market effectively. Whether you're a startup or a well-established business, this episode...
Duration: 00:57:18Deep Work & Energy Management
Sep 26, 2025In this episode, we delve into strategies to combat burnout and improve productivity by understanding the difference between deep work and shallow work. Learn how to manage your energy effectively, allocate time for meaningful tasks, and set up systems that enhance long-term business impact.
We draw inspiration from successful leaders like Bill Gates and explore real-life applications shared by participants. Join us to discover how to block out time for deep work and foster a culture of productivity in your team. Plus, get actionable tips on tracking your energy levels to maximize your high-impact work windows.
<... Duration: 00:52:26Time Management for Impact, Not Activity
Sep 19, 2025Hector and Willy dig into why busyness doesn’t equal progress. They share how to shift from 14-hour firefighting days to focusing on the 20% of activities that actually drive results—like top customers, strong leadership, and systems that scale. Tools like the 80/20 rule, the Eisenhower Matrix, and daily KPI huddles help leaders protect their time and put energy where it matters most.
You’ll also hear real-world stories on delegation, cutting low-value work, and why culture and structure belong in your “important” bucket.
Bottom line: stop chasing tasks—lead by focusing on impact, not activity.
Duration: 00:50:12Core Values, Real Results
Sep 16, 2025This episode is all about core values—not as wall décor, but as the heartbeat of your business. Willy shares his early struggles with capital, how the right investor helped him scale, and why vision was the foundation for attracting both money and people. From there, Hector dives into how core values translate vision into daily behaviors, set standards for hiring and accountability, and shape culture.
You’ll learn practical ways to create, select, and live your values—from quarterly conversations and interview cards, to reward systems that reinforce the right behaviors. Real stories from Wi...
Duration: 01:02:58Don’t Just Survive—THRIVE!
Sep 16, 2025Willy and Hector share the three core competencies every business needs: a clear vision, solid structure, and ongoing personal growth.
You’ll hear the real turnaround story of how Willy went from a $1.3M loss to a $1.4M profit in just one year, eventually selling his company for over $25M. The conversation unpacks practical tools, proven frameworks, and why your business will never outgrow you.
Bottom line: clarity, systems, and growth are the engine of scale—and now you’ve got a community to help you build them.
Duration: 00:53:27Building an Intentional Culture
Sep 16, 2025Culture isn’t just the office vibe—it’s the system of values and behaviors that shape how people work together. In this episode, Hector and Willy break down the four types of workplace culture—Happy Accident, Command & Control, Chaotic, and Intentional—and share real stories of how each one shows up in small businesses and growing teams. From the early “family-and-friends” stage to firefighting chaos, they unpack the pitfalls leaders face when culture is left unchecked.
You’ll learn why consistency beats favoritism, when control is necessary (like during crises), and how to transition from reactive chaos to an inte...
Duration: 01:03:50Managing Data to Fuel Execution
Sep 16, 2025Willy shares the raw journey of scaling his trucking business from one auction-bought truck in 2007 to $19M in revenue by 2022. The path wasn’t smooth—he bootstrapped on $40k/year take-home, brought on an investor after pitching the vision for LTL freight, doubled revenue during the oilfield boom, and nearly lost everything in 2018 with a $1.3M loss and 100 employees on payroll. What turned the tide was implementing EOS—shifting from chaos and lagging P&Ls to clarity, accountability, and weekly scorecards.
Hector joins to highlight why running a business without data is like driving with your eyes closed...
Duration: 00:55:01Accountability Structure for Business Growth
Sep 16, 2025Growth without structure is chaos. In this episode, Hector and Willy unpack why the accountability chart—not the org chart—is the foundation for scaling your business without confusion, burnout, and finger-pointing. Titles don’t matter; clarity does.
Key Points
Org chart vs. accountability chart: An org chart shows titles; an accountability chart defines functions and responsibilities. The latter forces clarity on what each seat is truly accountable for.Future-focused design: Don’t build around current people or tenure—map out the functions your business needs 3–5 years ahead, then assign bullet-point... Duration: 01:00:15Avoiding the 10 Mistakes That Drain Your Team’s Energy - Part 2
Sep 16, 2025Picking up from Part 1 (priorities, micromanaging, workload limits, unrealistic deadlines, avoiding tough talks), this session covers the next five mistakes that quietly drain energy, performance, and culture—and how to fix them fast.
6. Vague or Shifting Expectations
Ambiguity forces guessing and rework. Be explicit about outcomes, quality vs. speed tradeoffs, and realistic timelines. Co-set “what good looks like,” document it, and verify understanding before work starts.
7. Not Recognizing Effort
If people only hear from you when something’s wrong, motivation tanks. Recognition is free—make it timely, specific...
Duration: 00:47:18Avoiding the 10 Mistakes That Drain Your Team’s Energy - Part 1
Sep 16, 2025This episode kicks off a two-part series on the most common leadership mistakes that quietly kill energy, performance, and culture. We cover the first five mistakes—things nearly every leader has been guilty of at some point—and practical ways to fix them so your team stays engaged, focused, and productive.
1. Constantly Changing Priorities
Chasing shiny objects creates chaos, confusion, and disengagement. Teams stop taking priorities seriously. Instead, set 3–5 priorities per quarter and stick to them unless a true crisis hits. Stability builds trust and momentum.
2. Micromanaging Instead of Trusting
... Duration: 00:51:29From Dreaming to Doing: Building a Vision That Works
Sep 16, 2025Vision isn’t just for founders—every department leader needs one that moves people to act. Hector and Willy break down how real vision differs from daydreaming: it’s a clear compass tied to concrete steps, told with conviction, and reinforced often. They show how to co-create vision (not ego-drive it), avoid overpromising, and translate big aims into a cadence that actually ships work: annual priorities and tight 90-day sprints. Willy demos the OBS Vision Framework: (1) Core values (who we are), (2) Purpose & niche (why we exist/what makes us different), (3) 10-year destination, (4) Ideal customer & growth strategy, (5) 3-year snapshot, (6) 1-year plan...
Duration: 00:55:33Right People, Right Seats: Managing Misalignment with Clarity and Courage
Sep 16, 2025Bringing on new hires is always a gamble—but the first year is where you’ll see if they’re truly the right fit. In this episode, Hector and Willy share how to spot cultural misalignment early, using the GWC framework (Gets it, Wants it, Capacity) and a structured 30/60/90-day Performance Improvement Plan. They explain why loud disruptors, overhyped resumes, and dropped balls are red flags you can’t afford to ignore, and how waiting six months to fix a 90-day problem costs both money and culture.
You’ll learn how to onboard with clarity, document performance from day o...
Duration: 00:49:57The Culture-First Hiring Playbook
Sep 16, 2025Hiring isn’t just about skills—it’s about culture. In this episode, Hector and Willy break down why culture fit outweighs competency every time. Skills can be trained, but shared values, work style, and team chemistry determine whether someone will actually thrive. They explore the traps leaders fall into—hiring on likability, cloning themselves, or overvaluing résumés—and show how to avoid them.
You’ll learn practical ways to interview for fit: asking open-ended questions about feedback, motivation beyond a paycheck, adapting to change, and the best teams candidates have worked on. They share how to tie que...
Duration: 00:43:49Adapting Tenured Employees to Change
Sep 16, 2025This is part two of the “Right People, Right Seats” series—shifting focus from new hires to long-tenured employees. Loyalty alone isn’t enough if the business has outgrown someone’s role. Hector and Willy unpack how growth creates misalignment: once-superstars resisting process changes, hoarding knowledge, or staying tactical when the company now needs strategic thinking.
You’ll hear four strategies to handle tenured misalignment: reset expectations with clear role definitions, upskill or reposition loyal players, temporarily redesign roles for true value-add veterans, and—when needed—plan a respectful transition. The key theme? Start with respect, but don’t confuse lo...
Duration: 00:54:45From Numbers to Actions - Turning Underperforming KPIs into Business Wins
Sep 15, 2025Numbers don’t lie—but if you’re not looking at them fast enough, they’ll sink you. In this episode, Hector and Willy break down how late or missing P&Ls once cost them over a million dollars and why data delays mean you’re driving blind. They show how to review KPIs on time, spot red flags early, and use tools like the “three reds in a row” rule and the five whys to find root causes without blame.
You’ll learn how to set a 15-day close with your accountant, tie KPIs to weekly meetings, hold o...
Duration: 00:56:09The 4 KPIs That Actually Grow Your Business
Sep 15, 2025Turn up the heat on growth: this episode dives into the four KPIs that actually move revenue—CAC, LTV, conversion rate, and retention—and how to use them together so you’re not just filling the funnel, you’re plugging the leaks. We break down simple math, real examples (loyalty kickbacks, guarantees, bundling), and why price wars are a trap when value, service, and smart offers win.
You’ll learn how to lower CAC without burning ad spend, boost LTV with sticky add-ons, raise conversion by fixing your offer (not just your traffic), and lock in retenti...
Duration: 00:51:11The ROI of Emotional Intelligence in Business
Sep 15, 2025Emotional intelligence is a leadership superpower—and it’s not about being “soft.” It’s about emotional precision: staying consistent under stress, reading the room, and leading without leaking frustration. In this episode we unpack what low EQ looks like (passive-aggressive emails, blame-shifting, confusion) and how it quietly wrecks retention, engagement, and execution. You’ll hear real talk and real examples from the field—plus how to handle misunderstandings without drama.
We dig into practical plays: build self-awareness, use calm over control, turn problems back with questions, keep standards consistent, and replace assumptions with tight check-ins. Empathy with accountab...
Duration: 00:54:18Leaders Who Don’t’ Understand P&L Can’t Lead
Sep 15, 2025Get a no-fluff tour of the P&L: revenue → COGS → gross profit → OpEx → EBITDA → net profit—what each line means, who on your team actually owns it (Ops = costs, Sales = pricing/growth, CS = retention), and why leaders can’t outsource financial understanding to the bookkeeper. We live-diagnose a “bad February” (lower revenue but higher fuel/labor), then show the levers that really move profit: time waste, rework, discount discipline, materials planning, and route/capacity optimization.
You’ll leave with fast, usable KPIs (revenue per day, labor % of sales, material %, retention) and a cadence that works: review within 15 days, share directio...
Duration: 00:56:41Customer Experience is the New Differentiator
Sep 12, 2025In today’s crowded marketplace, products and prices can be matched—but experiences cannot. This course equips you with the mindset, tools, and strategies to design a customer experience that builds loyalty, trust, and lasting impact.
Participants will:
Reflect on why CX matters and how it influences purchasing decisions.
Explore the three pillars of CX—consistency, ease, and emotion—and apply them to their own businesses.
Recognize how small decisions can quickly build or destroy trust, using Warren Buffett’s timeless insight as a guide.
Draw inspiration from real-world examples...
Duration: 00:59:24Block Scheduling
Sep 12, 2025Learn how top leaders use block scheduling to win back time, crush multitasking, and focus on what actually moves the needle.
We cover daily/weekly/monthly “fractal” blocks, clarity breaks, batching meetings, and theme days—plus real-world tips to delegate, plan, and keep afternoons free for deep work.
Duration: 00:49:52CRM Principles That Drive Real Growth (Not Just Another Software)
Sep 06, 2025This week, Hector and Willy break down why a CRM isn’t “just another tool” — it’s a mindset for building trust and lifetime customers. We unpack the five core principles of an effective CRM, the most common implementation mistakes, and real-world examples ranging from a tiny laundromat to a 20,000-contact trucking operation. Plus, we field live questions on choosing the right platform and rolling it out across teams.
What you’ll learn
Mindset first: Shift from “what can we sell?” to “how can we serve?”Five core principles: Customer mindset... Duration: 00:53:30