When Revenue Meets Heart: Automate Your Way to Service Driven Growth with Burt Levy

“Automation should sharpen your thinking, not replace your humanity.”
What if your business could grow faster and more meaningfully — not by chasing profit, but by leaning into service? In this episode, Steve sits down with Bert, a fractional Chief Revenue Officer and tech innovator, to explore how aligning revenue, automation, and a servant’s heart can create ripple effects far beyond the bottom line.

Bert’s journey begins in media and evolves through a bold shift into helping companies automate revenue systems. Along the way, he’s witnessed business owners crippled by data silos, employees skeptical of change, and leaders who let “yes people” shield them from truth. Yet he’s also seen transformation — 3,000 saved labor hours, rising profits, and relational trust renewed.

You’ll hear stories of pushing back against automation that dehumanizes, building networks out of genuine care (not transactional asks), and the power of bringing truth when your leadership team only wants to keep you comfortable. Through the Five‑Part Storytelling Blueprint™, Bert becomes a character we root for; we feel his early frustrations, experience that “dashboard vs. clipboard” moment, smell the hum of servers and printed invoices, and lean forward when he says, “I told the CEO, I don’t care if you’re happy, I’ll tell you what you need to hear.”

If you’re ready to modernize your business — to integrate smart systems without sacrificing soul — this episode gives you real tools and resolve.

P.S. As you listen, pick one small task in your business today to automate — even the most mundane one — and do it with intention. You’ll begin to reclaim time, clarity, and influence.

Guest Bio

Bert is a passionate innovator in revenue acceleration and technology integration, specializing in helping businesses reclaim time, clarity, and profitability through smart automation. With a background in media and leadership, he’s transformed organizations across industries — saving thousands of hours, aligning people and systems, and coaching founders to bring truth into their decisions. Bert believes that the business of life is ultimately service, and he shows up daily to help leaders build systems with heart.
revenuemountain.com

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