Peter Rakozy
Streamline Operations | Ex-Director Led $1M+ Revenue Boost
Studied at Mannheim Business School
Works at ExitLoop
Available Tuesday at 7:30 PM UTC
Questions? Start chatting with this coach before you get started.
Peter's Coaching Offerings
Custom hourly · $50/hr
Get help with AI Fundamentals, Business Strategy Development, and .
Peter also coaches for AI Strategy & Transformation and AI Automation & Agents. View all.
Peter’s Business Operations & Strategy Qualifications
Experience level: Executive
30+ people coached for Business Operations & Strategy
With a robust background in business strategy and operations, I have co-founded and led teams across various industries, focusing on optimizing processes and leveraging AI to drive efficiency and growth. At ExitLoop, I implemented systems that significantly reduced revenue loss for healthcare clinics, while at Wealth Factory, I enhanced program and technology integration to elevate client experiences. My experience at Strategy West Financial and GrowthAmp involved streamlining operations and automating workflows, resulting in substantial revenue increases and operational savings. I am passionate about finding innovative solutions to complex challenges and am eager to help you refine your business strategies for success. Let's connect and explore how we can transform your operations together!
Peter can help with:
AI Fundamentals
Business Strategy Development
Operations Management
Process Improvement
Financial Analysis
Project Management
AI Automation
Peter also coaches for AI Strategy & Transformation and AI Automation & Agents. View all.
Work Experience
Co-founder
ExitLoop
July 2025 - Present
Most clinics lose $100K–$300K per year from operational gaps. We stop that loss. We install systems that stop revenue loss inside healthcare clinics. Most clinics lose money from missed calls, slow follow-up, no-shows, and weak intake systems. We fix those gaps in 30 days. What we do: • Stop missed calls from turning into lost patients • Reduce no-shows with automated reminders and confirmations • Speed up lead response so high-value patients don’t disappear • Protect reputation by fixing review gaps • Build HIPAA-compliant workflows teams actually use We focus on preventing revenue leakage. Growth happens after the leaks stop. AI Strategy, Ai Certified Consultant and +4 skills
Catalyst Team Director
Wealth Factory
October 2024 - Present
💡 I make things work better, faster, and smarter. As the Manager of the Catalyst Team, my job is to help our company’s programs, technology, and AI tools work together smoothly so we can give our clients the best experience possible. I make sure that everything we teach, the tools we use, and the systems we rely on are easy to use, efficient, and always improving. What I Do: ✅ Make Learning Better – Keep our courses high-quality, easy to understand, and fun to use. ✅ Improve Our Technology – Make sure our systems and tools work well for both clients and employees. ✅ Use AI to Save Time – Find smart ways to use AI to make work easier and faster. ✅ Help All Teams Work Together – Support Coaching, Sales, Marketing, and Operations so everything runs smoothly. ✅ Build for the Future – Create systems that help our company grow and serve more people. I love finding better ways to do things so that our team and our clients have an amazing experience. Let’s connect and talk about how to make work easier, smarter, and more successful! 🚀 Product Management, Product Development and +3 skills
Director of Operations
Strategy West Financial
December 2022 - July 2025
Hiring Manager
Led the team to generate over $1,027,000 in first-year commissions (FYC) by streamlining operations and implementing advanced CRM systems. Reduced BDR team size from six to one, saving $155,000 in payroll overhead by tripling call volume and doubling appointment sets through CRM automation. Migrated from AgencyBloc to HubSpot, consolidating tools and eliminating $500-$600/month in redundant expenses. Standardized the life insurance sales process, rewriting communication scripts and creating email templates, leading to improved client communication and reduced confusion. Built a reactivation system that reclaimed over $102,700 in new FYC annually by converting dormant leads into active clients. Implemented a new weekly meeting agenda, reducing meeting times from 3 hours to 45 minutes and saving an estimated $49,000 annually. Artificial Intelligence (AI), CRM Migration and +5 skills
Remote Systems Integrator
GrowthAmp
January 2021 - February 2025
Hiring Manager
Built automated lead and appointment-setting workflows for clients in industries such as dog daycare and catering, reducing response times from hours to minutes and improving lead conversion. Implemented database reactivation campaigns, generating $7509 in new revenue for a client by re-engaging dormant leads with out the use of adspend. Integrated CRMs, marketing automation, and project management systems for remote teams, improving team efficiency by 48%. Scaled client operations using advanced automation, increasing their capacity to handle larger volumes of leads and appointments without additional headcount. Artificial Intelligence (AI)
Lead Operations Assistant
CaringTide
March 2024 - January 2025
Led operational projects, supporting the CEO and Operations Manager with automation and CRM systems to improve overall efficiency. Built AI-powered tools for automating newsletter creation and podcast analysis, reducing production time by over 30 hours per week and creating newsletters in under 3 hours. Developed webinar funnels and lead-generation systems, improving response time to leads from 6 hours to 2 minutes, increasing lead conversion rates by 10%. Managed email marketing for 2,000 contacts, optimizing campaigns and increasing engagement by 15%. Implemented ClickUp and GoHighLevel CRM, training teams and streamlining project management, saving the company an average of 2 hrs a day per employee in wasted time. Director level, Digital Strategy and +4 skills
Education
Mannheim Business School
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Entrepreneurship
2016 - 2017
The Acton School of Business is a ten-month MBA program in Entrepreneurship program taught by successful, practicing entrepreneurs and is rated as one of the top 5 MBA degrees in the nation by Princeton Review. The school is based on experiential learning, requiring over 100 hours per week of study analyzing over 200 Harvard business cases and participation in simulations, such as building real assembly lines and selling products door to door.
Brigham Young University - Idaho
B.S., Business Management-Marketing
2006 - 2011
Activities and societies: •Coached Ultimate Frisbee Team (Summer 2009) •Member of BYU–Idaho Activities Committee-collaborated with 8 others in planning, judging and making refreshments for Acoustic Café (Winter 2007) Minor in Culinary Arts, Photography and Graphic Design •Skilled in Word, PowerPoint, Excel, IMovie, Photoshop, Illustrator, and InDesign. •Member of I-Comm Communications Group as a journalist and photographer for the school newspaper (2008 to 2009) •Member of SIFE (Fall 2006)