Delegate That! Podcast

Lani Koontz: Hybrid Human AI Strategy | Ep. 72

In this special re-run episode of Delegate That! Podcast, we bring back our conversation with Lani Koontz from KM Collective, who breaks down how entrepreneurs can blend human support with AI to reclaim time and streamline daily operations. She shares practical ways to use AI note-takers, custom GPTs, automated agents, and VA collaboration to simplify workflows at work and at home. Learn how modern tools can reduce mental load and boost efficiency. Listen now on all major platforms. “AI should support analytical tasks while the human experience remains the center of connection, values, and emotion.” Meet the guest: Lani Koontz [https://www.linkedin.com/in/lani-koontz/] is the founder of KM Collective and an AI operator who helps small business owners build efficient systems through strategic support, virtual assistants, and AI-powered workflows. With experience in operations, leadership development, delegation, and team building, Lani focuses on helping entrepreneurs create sustainable growth through better processes and smarter support. Listen to Delegate That! Podcast with Lani Koontz on all major platforms. What you will learn: * (00:00) Highlight * (01:43) Introduction * (02:33) AI operator role * (04:51) Email automation * (10:27) Note takers * (14:07) Custom GPTs * (22:36) Agent ideas * (32:54) Closing thoughts The Delegate That! Podcast is trusted and supported by innovative companies like: * Zentrix Insights [https://zentrixinsights.com/] * WiseVAs [https://www.wisevas.io/] * ZentrixOS [https://zentrixos.com/] 𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺. Website: WiseVAs [https://www.wisevas.io/] LinkedIn: WiseVAs [https://www.linkedin.com/company/wisevas/] Instagram: WiseVAs [https://www.instagram.com/wise.vas/]

Jordan Evans: Scale Without Becoming the Bottleneck | Ep. 71

In this episode of the Delegate That! Podcast, Jordan Evans, CEO of Language Network and Managing Partner at HireGlobo, shares how he scaled a family language services company from $700,000 to $25 million in revenue. He explains how that growth stayed focused on people, systems, and consistent execution. Jordan also breaks down acquisition-led scaling, global talent hiring, EOS, and the role of AI. The key takeaway: AI works best when paired with clear outcomes and strong judgment. Listen now on all major platforms! "Staying focused and saying no is really how success compounds." Meet the guest: Jordan Evans [https://www.linkedin.com/in/jordanpevans] is the CEO of Language Network, a top global language solutions company that helps organizations communicate across cultural and linguistic barriers. He is also Managing Partner at HireGlobo, where he helps U.S. companies build remote teams with talent from Latin America, and a Principal at Westward Ventures, investing in service businesses, self-storage, and multifamily real estate. Learn more from Jordan Evans on the Delegate That! Podcast, available on all major platforms. What you will learn: * (00:00) Highlight * (01:51) Introduction * (04:24) Company origins * (07:13) Acquisition growth * (11:20) Operating systems * (18:08) Hiring globally * (26:21) AI judgment * (32:24) Closing thoughts The Delegate That! Podcast is trusted and supported by innovative companies like: * ZentrixOS [https://zentrixos.com/] * Zentrix Insights [https://zentrixinsights.com/] * WiseVAs [https://www.wisevas.io/] 𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺. Website: WiseVAs [https://www.wisevas.io/] LinkedIn: WiseVAs [https://www.linkedin.com/company/wisevas/] Instagram: WiseVAs [https://www.instagram.com/wise.vas/]

David Wachs: Automate to Delegate | Ep. 70

In this episode of the Delegate That! Podcast, David Wachs, serial entrepreneur and founder of Handwrytten, shares how he built a robot-based company to send handwritten notes at scale and how he uses automation tools like EOS, Zapier, Make, and AI-powered MCP servers to delegate operations and stay ahead of competition. Listen now on all major platforms! “The right AI setup can replace a $3,600-a-month analytics tool and deliver better results in an afternoon.” Meet the guest: David Wachs [https://www.linkedin.com/in/davidwachs] is a serial entrepreneur and the founder and CEO of Handwrytten, a platform that uses robots to send personalized handwritten notes at scale for businesses and nonprofits. Previously, he founded Cellit, a mobile marketing company ranked #262 on the Inc. 500, which was acquired in 2012. David speaks frequently on messaging and automation technology. What you will learn: * (00:00) Highlight * (01:29) Introduction * (02:43) Building Handwrytten * (07:29) Process over robots * (11:19) Tools and automation * (17:59) AI and the future * (25:05) Claude in practice * (30:17) Closing thoughts The Delegate That! Podcast is trusted and supported by innovative companies like: * WiseVAs [https://www.wisevas.io/] * ZentrixOS [https://zentrixos.com/] * Zentrix Insights [https://zentrixinsights.com/] 𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺. Website: WiseVAs [https://www.wisevas.io/] LinkedIn: WiseVAs [https://www.linkedin.com/company/wisevas/] Instagram: WiseVAs [https://www.instagram.com/wise.vas/]

Amanda Barkey: EOS Tools for Growth | Ep. 69

In this episode of the Delegate That! Podcast, Amanda Barkey, Certified EOS Implementer and franchise owner, shares how she scaled Soccer Shots to serve over 10,000 families and now helps business owners break through growth ceilings using EOS. She breaks down the Level 10 meeting, the Delegate to Elevate tool, and how to identify exactly what to get off your plate. Listen now on all major platforms! "Tasks that drain energy and fall outside a leader’s strengths must be offloaded as quickly as possible, so every person can operate within their unique ability." Meet the guest: Amanda Barkey [https://www.linkedin.com/in/amanda-barkey-409908107/] is a Certified EOS Implementer and founder of Soccer Shots Orange County and Soccer Shots Oahu, children’s soccer franchise businesses she scaled to serve over 10,000 families across Southern California and Hawaii. Today, she helps entrepreneurs strengthen their teams, simplify operations, and gain traction using EOS. What you will learn: * (00:00) Highlight * (01:49) Introduction * (05:21) Level 10 meeting * (09:35) Observing implementations * (14:47) VTO deep dive * (18:43) Delegate to elevate * (23:27) Letting go * (27:51) Closing thoughts The Delegate That! Podcast is trusted and supported by innovative companies like: * Zentrix Insights [https://zentrixinsights.com/] * WiseVAs [https://www.wisevas.io/] * ZentrixOS [https://zentrixos.com/] 𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺. Website: WiseVAs [https://www.wisevas.io/] LinkedIn: WiseVAs [https://www.linkedin.com/company/wisevas/] Instagram: WiseVAs [https://www.instagram.com/wise.vas/]

Landon Eckles: Delegate to Elevate Your Business | Ep. 68

In this episode of the Delegate That! Podcast, Landon Eckles, Professional EOS Implementer and Certified Executive Advisor at Culture Index, shares how he scaled and successfully exited his own company, Clean Juice, using the Entrepreneurial Operating System. He breaks down why founders must stop doing everything themselves, how behavioral analytics reveal whether people are truly wired for their roles, and what makes an EPIC employee. Listen now on all major platforms! “The whole point of delegate and elevate is delegating work to those better wired for it, so that every person rises and the business creates more value.” Meet the guest: Landon Eckles [https://www.linkedin.com/in/landoneckles/] is a Professional EOS Implementer and Certified Executive Advisor at Culture Index. He co-founded Clean Juice, the first USDA-certified organic national juice and smoothie bar franchise, scaling and exiting the brand after nearly a decade. Today, he helps business owners with 10 to 250 employees clarify vision, build accountable teams, and scale sustainably using EOS and behavioral analytics. What you will learn: * (00:00) Highlight * (01:29) Introduction * (02:40) Founder mindset limits * (04:57) Growing beyond bandwidth * (09:45) Weekly EOS meetings * (12:31) Culture Index overview * (19:38) Hiring EPIC employees * (24:59) Closing thoughts The Delegate That! Podcast is trusted and supported by innovative companies like: * ZentrixOS [https://zentrixos.com/] * Zentrix Insights [https://zentrixinsights.com/] * WiseVAs [https://www.wisevas.io/] 𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺. Website: WiseVAs [https://www.wisevas.io/] LinkedIn: WiseVAs [https://www.linkedin.com/company/wisevas/] Instagram: WiseVAs [https://www.instagram.com/wise.vas/]