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Dev Glover With Doing Your Dream

October 10, 2024 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Dev Glover With Doing Your Dream
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Dev Glover is the Brand Founder & CEO of Doing Your Dream, the premiere digital space for the empowerment of entrepreneurs in three key areas: mindset, money & marketing.

He’s a 20-year marketing coach and strategist. He coaches successful entrepreneurs, founders and CEOs –helping them to clarify their strategic vision and to re-connect with their entrepreneurial passion.

Most importantly, he helps them execute effective marketing strategy with their personal & business brands — so that they dominate the marketplace.

CLIENT LIST: Bank of America, Emory University, Pricewaterhouse Coopers, the City of Atlanta, the Office of the Governor, Proctor & Gamble, Georgia Power, and Georgia Tech, among others. He has also created marketing strategy for more than 35 small and mid-sized businesses.

BOOKS BY DEV — FOR ENTREPRENEURS: “DOING YOUR DREAM: The Power Quotes” (@ Amazon) “DOING YOUR DREAM: 7 Steps to Entrepreneurship, Creativity & Wealth (@ Amazon)

PHILANTHROPY PROFILE: Pet Adoption, Music in the Schools, Public Television & Alzheimer’s Research

Connect with Dev on LinkedIn.

What You’ll Learn In This Episode

  • Most common struggles for entrepreneurs with regards to marketing their businesses
  • How entrepreneurs can be less overwhelmed with regards to marketing and social media
  • Ways that entrepreneurs can better serve their customers
  • How a marketing coach helps to empower an entrepreneur to get better results for their business

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we could not be sharing these important stories. Today on Atlanta Business Radio, we have Dev Glover and he is with Doing Your Dream. Welcome.

Dev Glover: Oh good morning Lee. Thank you very much for having me. I’m big fan of you and Stone’s work for the past decade and a listener, so to be invited to join you today is a real honor, and I’m excited to join you and create some great value for your listeners.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about your dream. How are you serving folks?

Dev Glover: Well, that’s a good question. Doing your dream is really a complete brand site for the empowerment of today’s hard working entrepreneurs, CEOs and founders and really three major areas mindset, money and marketing. So understand today we’re going to be doing a deep dive on marketing. So I’m very, very excited. And actually what I do personally is to really coach founders, CEOs and entrepreneurs to really reconnect them with their passion, clarify their strategic vision, and most importantly, come up with a consistent marketing strategy that targets the ideal core customer, the ideal customer.

Lee Kantor: Now, is that a mistake that entrepreneurs make, that they don’t really hone in on who that ideal client is, that they just kind of take a scattershot approach and saying anybody that basically can fog a mirror is somebody I’m going to talk to, and they waste a lot of time and resources going after the wrong people.

Dev Glover: Absolutely. The old throw the pen against the wall methodology really doesn’t work. And early in my entrepreneurial journey, I was completely doing the same thing. But one of the things that we do know is that it takes a lot of work and research, quite frankly, to identify the core customer. Nowadays, with the way that our population is changing, the way that social media is empowering everyone, it’s really, really critical to really identify the core customer. I like to say everybody wants to go wide when we should be going narrow. We should be finding that core group, that core customer base. Identify them, serve them, and retain them for the long term.

Lee Kantor: So any advice or strategies on helping a person kind of hone in on who this person or people are in order to be more effective in their marketing? Like is there some like what are some of the questions you ask your clients early on to kind of get an idea of who that optimal person is, because it may not be who they think it is, right? Sometimes you have to go layers deep to really get the right person or the right fit.

Dev Glover: And and Lee, you were exactly right. You mentioned the notion of the layers and going deep. And that is a lot of times the work that either we don’t want to do or we don’t know how to do. I would recommend a couple of things. One is when you look at your strategic vision for your company originally, who were the people that you thought you might serve? Who were the people that you thought would be best served by your product or service? A lot of times we get so busy and so overwhelmed that we actually forget to target, to be strategic with the clients that I work with, I really go deep on two things. Of course, demographics. We know a person’s age range, location or geography, income, ethnicity, etc.. But I say that in our current marketplace, psychographics is much more important. How does the person think? What are their societal opinions? What are their aspirations? What are their emotional feelings as it relates to your potential product or service? And then how do you, on a consistent basis, actually communicate that in a way that’s educational and that creates value? So as you mentioned, going deep really involves asking those questions and doing that research to really go deep on the layers like you mentioned.

Lee Kantor: So now in your business, have you identified who that optimal client is.

Dev Glover: Uh, you mean for myself?

Lee Kantor: Yeah. So because you’re helping entrepreneurs and marketers. But that could be a wide list. Or have you narrowed down, like, to an ideal customer for yourself and your firm?

Dev Glover: Um, for for my services, an ideal or a core customer is going to probably be someone who has definitely been in business for at least five years and someone who is the actual CEO or founder of the company. Lots of people are entrepreneurs, but everybody isn’t necessarily a CEO or a founder. So those persons who have written out a strategic vision for their company five years down the road, ten years down the road, who are really looking to actually get some traction. Those are the people that are really going to be my particular customer base, if you will.

Lee Kantor: So you want them to have some scar tissue that they’ve tried some things and they’ve attained a certain level of success, but maybe they’ve hit a plateau or they’re had a setback that you can help them overcome.

Dev Glover: Yes. That’s really what we see most often. The person does have some scar tissue. They have had some skin in the game. Sometimes there may be sort of a stalling if you will. Not always a setback. The way that we would think in terms of economics or income or revenue. But sometimes the person wants to be or needs to be reengaged with their original vision. I’ve worked in the past with a lot of entrepreneurs who are no longer enthused about their business, they’re no longer fulfilled by the work of their business, and in many cases, that has to do with overwhelm. Attempting to do too many things, attempting to be too many things to different types of people. And a lot of what I do is to help people sort of not sort of, but to formally refocus. One of the biggest refocus areas that I work on with clients is the notion of time blocking your revenue generating activity, time blocking your marketing. I advise clients and encourage them. The first two hours of your day should be time blocked with regards to marketing, that can be marketing strategy, social media outreach, community organizations, that kind of thing. But the first two hours of your day should be devoted to revenue generating activity, because entrepreneurs and founders and CEOs are responsible for revenue generation. I think my famous tagline for clients is marketing is not another thing to do. It is the thing. It is the thing that drives revenue. It is the thing that drives attention. And whatever gets you attention gets you paid and drives your revenue.

Lee Kantor: Now, you mentioned the term time blocking. Can you share a little bit for folks who aren’t familiar, um, about time blocking? Because a lot of times entrepreneurs are just going to triage one crisis after another, and they don’t really take control of their calendar. And in order to be successful, I think that you have to control your calendar. And time blocking is a great tool and technique to use to kind of get your calendar in order. So can you explain time blocking a little bit, and how to maybe take some baby steps to implement that and to take hold of your calendar?

Dev Glover: Oh, absolutely. I think one of the things, um, that I encourage clients to do is to look at each week as a unit of time. One week is a key unit of time. And, you know, a lot of times when we get to the end of the week, we’re exhausted. So we know that we’ve been busy. But the question really is, have we been productive? Have we really been strategic? And so to answer your question, to take some baby steps as it relates to time blocking. I guess we should initially define what time blocking is and in in my estimation, time blocking is the planning of and the setting aside. Of two hours of deep work where you focus on one key task for two hours. Now, some people may choose 90 minutes. That is a perfectly fine, fine time frame, but it’s a time block where you turn off notifications. You do not answer the phone. You’re not checking email. You are focused on one task. So for our conversation today as it relates to marketing marketing strategy, you may take those two hours and really focus on marketing strategy, social media interaction and engagement, focusing on this week what is going to move the needle this week in terms of my core marketing tactics? Who are the people that I need to reach out to again? Building relationships. Is my content really engaging and am I simply posting for the sake of posting? Or better optimally, am I posting to communicate and to give value to the customer? So you want to one look at our weekly strategy.

Dev Glover: Then number two, within that strategy, preferably at the very top of your day, I always use the analogy. For example, if you have a storefront, of course it can be any kind of business. But let’s say, for example, your doors open at 10:00. I always advise that the marketing of your business and revenue generating activity on a daily basis should be from eight until ten, two hour blocks. You focus on marketing, social media, outreach, posting for two hours every day and something really interesting happens. Lee, is that not only do people see increases in their revenue because they are consistent. Every client I have ever had says that one of the key benefits of this process is that they begin to feel that they’re in control of the business. They’re not overwhelmed and exhausted at the end of the week. They really feel like they own the business and own the marketing. And once you start doing that, it allows you not to be overwhelmed and not just to be chasing any activity that comes across your desk. It allows you to be one strategic and to get great results, which is increased revenue.

Lee Kantor: Now, when you’re working with your clients, um, what kind of is your role in this relationship? Are you just kind of sharing kind of general ideas of, these are things that could work, or are you rolling up your sleeves and saying, okay, we’re going to run some Facebook or LinkedIn campaigns, and I’m going to help you, you know, write the copy and, and put them out there. And then also, I’m going to help you decide which one of these headlines is generating more results. Like where? Where do you go between coaching and consulting and actually, you know, kind of helping the work get done and not just, you know, telling the person you should do this and then, you know, go forth and prosper.

Dev Glover: I think in most cases people want a little bit of both, but they do want some context for their coaching. So what I normally do is to really find out what is the strategic vision for the entrepreneur. And then let’s really look at what quarter are we in and what can we do over the next 90 days, for example, to really strategize where you originally wanted to be? So it really is the coaching model Varies by owner and by company. But I would say in 80% of cases it is going to be some coaching, but also some tactics helping the entrepreneur come up with tactics, in some cases helping them do the tactics, helping them do better, Facebook ads, helping them actually perhaps be more visible in social media, on the digital media, on the regular media, if you will, but to really also help with accountability. Now, accountability sometimes gets a bad word because people think that it’s a negative, but accountability is really just helping the people, helping someone understand that they own this. This, you own this business, and therefore you must gradually begin to feel that you own the marketing and communications of the business. This does not mean in every case that the person has to do it.

Dev Glover: They may have a team. 1 or 2 people could be even, it would be more. But I always want to encourage entrepreneurs, CEOs, founders that revenue generating activity is your number one priority, and whether you have a team or whether you’re doing it yourself, ultimately, you own that particular function and do not feel bad about the notion that you don’t know how to do it or any part of it. Because quite frankly, marketing is hard work. I’ve been doing it for 20 years, and sometimes a campaign will come across my desk and I think to myself, where do I even start conceiving this? So it cannot be the expectation for someone running a business, even if it is a one person business, that you come out of the gate, or even five or more years down the road, that you are a marketing master. But those persons who ultimately are successful are the people that understand and really sort of do the work that the marketing of your business is the thing that is going to ensure long term success and long term results, quite frankly.

Lee Kantor: Now, um, a lot of times entrepreneurs especially get this shiny object syndrome where everything new is something they have to try. And you know, kind of get their feet wet in, when a lot of times entrepreneurs would be better served just focusing in on existing customers or previous customers and just interacting and engaging with them in a productive manner. Because a lot of times for especially small businesses, their customers are really the key to success. The more you can deliver value to them and the better you can serve them, the more referrals you’ll get. And you can build from that base that of people who already know, like, and trust you rather than some stranger that doesn’t know who you are.

Dev Glover: Exactly. I think that’s that’s a really pivotal, pivotal point because you mentioned the shiny object syndrome. And of course, we as entrepreneurs, we sometimes we’re too attached to busyness and not not productivity necessarily. Um, so the notion of Reengaging your primary customer base. Really rebuilding relationships, reaching back out to people that you maybe have not been engaged in in a while. And, you know, a lot of times, um, this is particularly important for B2B or business to business. A lot of times, the business to business framework, if you will, is really in many cases about more personal relationships than relationships that are digital. Digital in nature. So have you reengaged former customers or clients? Not just through email, not just through an email program, not just through posting, but when is the last time you actually picked up the phone to a former customer to find out how they are? How is their family? How is the business? We hear a lot about in the marketplace today. We talk about things like authenticity and authentic connection. I think one of the most powerful forms of connection, of course, is personal engagement, which means that optimal engagement has really less to do with just something that is digital in nature, but is something that is human in nature, one human being talking to another human being, especially if you’re only know that person, and then finding what ways to continue to serve them, or finding what ways to serve them better.

Dev Glover: Um, for business to consumer or B2C. Um, when is the last time that we did a survey of our current customers? What would they like to see more of? What would they like to see less of? Are we really giving value? Are we educating the consumer? And depending upon the consumer base, are we even entertaining them while educating them? Some of the newer, um, data shows that about 25% of the US population is generation Z. Those folks up to about 27, 28 years of age. Um, and their buying power is running about 390 90 billion with a B dollars. And so while it seems as if they’re just buying things like tech and that kind of thing, they’re actually because of their social media savvy. They’re influencing their parents on purchases like homes, cars, appliances inside the home. So that particular consumer base wants entertainment and education. So depending upon who the consumer base is, there are a lot of things to think about in terms of creating value and in some cases, reigniting relationships.

Lee Kantor: Now, if somebody wants to learn more about your services and have more substantive conversation about your work, is there any resources that they can get in order to get kind of an idea of what to expect when engaging with you.

Dev Glover: Oh, absolutely. Absolutely. Um, anyone who might be interested in just connecting with me on whatever level, uh, can go to dev, dev, David Edward Gentry, Dev Glover. Uh, I’m sorry. Dev at Dev Glover comm. That’s at dev at Dev comm. And there are a couple of really powerful resources that that are already there in place for your listeners. One is something that is called the Target Marketing Mastery PDF, and it is a five step process. And some of the things that we talked about today, identifying your core target customer. And there is another, um, another document that I developed, uh, I call it, um, with humor, the O factor. And then it lists out the difference between demographics and Psychographics, and it gives you some sort of a step by step play in terms of how to use both for your core customer and me, because we are early on in the fourth quarter of the year, I want everyone to really finish strong. And so there is another document called Be More in 2024. And while it was developed for sort of early year strategy, because we are in the final quarter, some of those strategies and tactics are even more important than ever so that people can win big at the end of the year.

Lee Kantor: And any books you’d like to share? I know you have a couple of books that, uh, for entrepreneurs.

Dev Glover: Well, I do, I do actually, uh, thank you very much. Um, at Amazon, there are two of my books for the empowerment of entrepreneurs. The first book is called Doing Your Dream The Power Quotes, Doing Your Dream, the Power Quotes, and the other book is called Doing Your Dream Seven Steps to Creativity, Entrepreneurship and Wealth. And both of those can be found in digital format at Amazon.

Lee Kantor: Well, Deb, um, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Dev Glover: Oh, thank you very much, Liz. It’s been a real treat and a real pleasure to connect with you today.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Dev Glover, Doing Your Dream

Tarji Carter With The Franchise Player

September 23, 2024 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Tarji Carter With The Franchise Player
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Tarji Carter, the Founder and President of The Franchise Player. She created The Franchise Player to increase franchise ownership within the black community. Her goal is to provide a clear path to ownership for aspiring franchisees with franchise brands committed to fostering inclusive and diverse environments and providing a sense of belonging.

With more than a decade of experience in franchise sales and development, she has helped hundreds of small business operators realize their dream of owning a franchise while expanding the footprint of some of the world’s most delicious brands: including Cinnabon, Carvel, Baskin Robbins, Dunkin, Wingstop, Edible Arrangements, Fuddruckers, Bojangles’, and more.

She created The Franchise Game, which is the U.S.’s first and only African American Franchise Symposium and Trade Show. The event consisted of sessions from franchisees, lawyers, business development officers, and operation managers. The symposium brought together experts and industry leaders to discuss the secrets to success, challenges, and opportunities in franchising. This included a keynote speech by Damon Dunn (former NFL player, who currently owns close to 40 Dunkin’ Brands franchises).

The Franchise Scrimmage (a master class and exhibit geared towards African Americans in franchising) will be happening at Morehouse College — at the Bank of America Auditorium, inside the Shirley A. Massey Executive Conference Center on Wednesday, October 2. This is a half-day program conducted on-site at organizations/companies for employees, students, faculty, or invited guests. These collaborations facilitate a mini-tradeshow format where attendees can explore products and services from various vendors.

Connect with Tarji on LinkedIn.

What You’ll Learn In This Episode

  • What made her create The Franchise Player
  • Some of the brands she work with
  • What exactly is The Franchise Game
  • How does it differ from the Scrimmage

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on the Land of business radio, we have Tarji Carter, The Franchise Player. Welcome.

Tarji Carter: Well, thank you for having me. Lee. This is this is a great opportunity.

Lee Kantor: Well, I am excited to learn about the franchise player. Tell us about your work. How you serving folks?

Tarji Carter: So for the last 15 to 20 years, I’ve been working in franchise sales and development for some of the world’s most delicious brands. And I realized quickly that franchising and franchise ownership is one of America’s best kept secrets. So I’ve been working diligently to get the word out to aspiring business owners. I think it’s a great way to get started in business for yourself, but not necessarily by yourself. And it’s a great way to hit the ground running with all the support that you receive from franchising an established franchise organization. So, you know, and specifically I play in the space of diverse markets or communities of color. Unfortunately, the information about franchise ownership doesn’t necessarily reach these communities in the same ways that it reaches other communities. And so I figured I can either complain about it or I can do something about it. And so that’s why I created the franchise player.

Lee Kantor: Now, can you talk a little bit about your backstory, like how did you even kind of stumble into the franchising world?

Tarji Carter: It was definitely a stumble. I was working in the hotel industry. I worked as a transient or business travel sales manager at a hotel, and the then president of Cinnabon Corporation was staying at my hotel and had a really good relationship with them. They were they were focused brands at the time, which is now go to Foods, was one of my clients, and just through relationship was offered an opportunity to work on their franchise sales team. And that was back in 2008, very long time ago. And I’ve learned so much about the industry, and it just really grew to love it and opportunities that it presents for entrepreneurs, you know, true entrepreneurs, entrepreneurs that might need a little assistance, and it just really fell in love with the fact that it’s open to any and everybody as long as you can meet the qualifications.

Lee Kantor: Now, when you were kind of on the on the team of the franchisor and you were looking for franchisees, how were you going to market at that point? Were you just like kind of casting a wide net or people were you working through franchise brokers? How were you even kind of attracting potential franchisees into your systems?

Tarji Carter: So every brand is different and they have different ways of lead generation going about lead generation. You know, there are the traditional trade shows that everyone goes to. There’s the multi-unit franchising conference, restaurant leadership conference, restaurant development and leadership conference. Excuse me. And then, you know, there are several traditional shows that the brands all go to. But I would dig a little bit deeper and try to find the shows that weren’t on the beaten path, right? They were off the beaten path and you know, but ways to get in front of audiences that my competitors were not. So we would do that. We would also work with brokers and we had a PR company. Most of the brands have a PR company that helps with lead generation. So they’ll do, um, they’ll do campaigns through social media and email blasts and things of that nature. So, um, every brand is different, like I said, and, um, you know, but but those are some of the tactics that we use. Um, and then just everyday life, if you’re on an airplane and you have on your Cinnabon shirt or your Wingstop hat, uh, you know, it strikes up a conversation and people really get intrigued with, um, the whole notion of franchising. It seems like, you know, there there’s a lot of mystery around it. So every conversation that I have with a potential candidate, um, you know, just gives me an opportunity to really open their eyes and plant seeds about how franchising could be a great addition to their existing career path. Um, it could be a plan for retirement or a way that they could invest in their children’s future by opening a family business. So it really opens up a lot of dialog around next steps in people’s lives.

Lee Kantor: Now, did you find when you were doing kind of a I mean, a full disclosure, I’ve hosted a franchising show for many years, and I’ve interviewed hundreds of franchisors and have have, um, had a lot of conversations with people in this industry. So I’m not just kind of pulling things out of the air here when it comes to this, but when you’re doing marketing in a way that you’re doing it the way that it seems like a lot of the franchises are doing it. Do you run the kind of risk of missing opportunities with groups like you’re targeting now that that they’re viable groups to target. But it’s not even in their radar. It’s not even in their kind of career path. To even think of these opportunities are for me, because they’re not the ones being marketed to in a lot of times.

Tarji Carter: Absolutely. I’m glad you brought that up, Lee. It’s a great it’s it’s a gravely missed opportunity. And so as I said earlier, I could either complain about it or I could do something about it. And I think it’s a matter of making inclusion. Right. Because diversity seems to be a bad word these days. But making inclusion a priority because it’s not just something nice to do, there’s a real business case for it. And and I think not getting in front of diverse audiences, um, can definitely impact, um, how a brand grows, how a brand is received. And so as a consultant, when I’m working with candidates, I tell them to make sure you do your due diligence. Um, on the brand and who’s at the helm from a leadership perspective to make sure you understand the culture that you’d be signing up for. And if it aligns with, with, you know, your personal morals and standards. Um, and if it would be a conducive environment for your growth. So I think it’s a, it’s a gravely missed opportunity for brands that don’t at least start to have the conversation. And so some brands that I work with, um, and I work with many great brands. Um, but some brands started at zero. And the difference is they weren’t afraid to say, you know what, Tarji, we have not done a great job in this department, but we want to do better and we could use your help. And so I love working with companies like that because they’re not too afraid to admit that, you know, there’s room for improvement. Then there are some brands that aren’t interested at all. And then there are some brands that are too proud to say that, you know, we’ve not done a good job. So, um, you know, I think there’s there are ways to, to really, um, increase ownership, um, and, and to grow the numbers from a signings perspective and openings perspective. Um, even, you know, from a marketing perspective, just having diversity or inclusion of thought when decisions are being made could really save companies millions of dollars in the long run.

Lee Kantor: Yeah. I think it’s ironic that if you look at stats of who’s starting businesses, the number of businesses, these kind of underserved markets are starting and not connect the dots that, hey, these might be good franchise candidates. You know, they they don’t have to open up their own business. They could buy an existing kind of framework for a business. I mean, I it just boggles the mind to see that it’s taken this long to have somebody like you really champion this cause.

Tarji Carter: Yeah, I have heard so many times, Lee, you know, we just can’t find qualified candidates in my response to that is always has always been and will always be. You’ll never find what you’re not looking for. And so it if you could connect the dots, you would see that in with these, you know, these quote unquote underserved communities. There are so many hard working people that are running businesses, right? They’re they’re managing their their their panels. They’re managing, um, staff and inventory, and they’re doing all the things that they would be doing within a franchise system. But because they’re not really given the opportunity, um, you know, they, they sometimes they resort to opening an independent concept or they may go in a different route. But we’re talking, you know, the folks that I’m working with are, you know, graduates of of very prestigious Stages, schools and MBAs, doctorates, you name it. And um, and so it takes unfortunately, you know, someone having an interest to create something like the franchise player in the annual franchise game to open up an opportunity for learning and networking and opportunities to, to, to, um, to really engage with brands that have an interest in being more inclusive. But we’re getting there. Last year, our franchise game event was well attended this year. Uh, it doubled in size. And so, you know, it’s growing organically with the folks that need it, um, and appreciate it. And we’re very thankful for that.

Lee Kantor: And it sounds like they’re hungry for this. This is something that is coming about at a time where there’s a bunch of interest and people taking action, not just kind of saying, you know, great job. That’s interesting. You know, they’re really. Yeah. Putting skin in the game here.

Tarji Carter: Yeah, absolutely. They’re walking away with resources. They’re networking. They’re filling out applications. They’re talking to lenders to see if they can get the financing for the development of the project. Um, it’s it’s, you know, hungry is is definitely the right word. Um, unfortunately, you know, within most franchise systems, there’s a there’s a hierarchy, right? Well, not within most, but there’s a hierarchy. And I think the, um, the approval process needs some work. Um, you know, there’s a bunch of folks that sit in this room and they, they judge whether or not this person fits the culture. Right. Sometimes it’s not even a matter of meeting the criteria because they could meet the criteria. Had this one gentleman, I was working for this company and I brought in this candidate, and he was of Middle Eastern descent, and he owned a different brand, multi-unit operator, had gotten all sorts of accolades and was just awarded like some Presidential Award for the year. And and when I asked why this person, um, didn’t think that they would be a good fit for the brand, the response was, I don’t know, I just can’t put my finger on it.

Tarji Carter: And I thought, man, like, so when you think about, you know, people bringing their whole selves to work, it becomes part of like, um, the unconscious biases slip in, right? And I think brands have to take a stand, like, where do we stand with this? Do we want to bring in qualified candidates that meet our criteria, or do we only want to bring in candidates that talk a certain way, look a certain way, have a certain type of name? Um, you know, and they need to stand by that or it’s, you know, what, we want to bring in the best candidates that meet our criteria. Full stop. How do we get to a. Yes, I think that’s the way we have to start looking at the application and approval process. And I think oftentimes those in the C-suite may or may not know what’s happening at that approval level. Right. I don’t know how, you know, there may be different levels of involvement, but I think that type of, you know, whatever the tolerance is, whatever the appetite is for, inclusion has to start at the top. That’s where culture begins.

Lee Kantor: Well, because I’ll tell you that the candidates are going onto your website and they’re looking at who your team is, and they can see right there with their eyes what you believe. You know, your actions are speaking louder than your words a lot of times.

Tarji Carter: Absolutely. You can look at the LinkedIn, right? You looked at the LinkedIn. If you follow an account, you’ll see who’s being hired and who’s being promoted and who’s being glorified. Right. It tells a story.

Lee Kantor: Now let’s dig into the franchise game. Can you tell us a little bit about that? And you know what? What people can expect.

Tarji Carter: So we just are on the heels of the franchise game. It’s our annual conference that takes place at Yum’s corporate campus in Plano, Texas this year. It was on Friday, August the 16th, and we had a VIP reception on the night before August the 15th. Um, and we had a great, a great event. Um, we had about 15 vendors, probably about 200 to 225 attendees. And we had franchisees in the room who owned, you know, maybe owner operators. And then we had some that owned over 100 units. Um, and then we also had, um, our keynote speaker was a gentleman named Roland Parrish, who owns a number of of McDonald’s franchises in the Dallas market. And he came on and and really left us with some powerful information about not just franchise ownership, but life in general and how to operate with dignity and integrity. And so our audience was really blessed by his keynote speech or his his fireside chat, I should say. Um, and it was a great, a great opportunity for, um, for, for the audience to see how someone who had been rejected by a brand on multiple occasions persevered and then became one of the top franchisees within their system. So that was great. And then we had the trade show, um, lunch was sponsored by Pizza Hut. Um, we even had the global CEO of Pizza Hut come and speak to the crowd. Um, Aaron Powell and James Frick, who’s over, um, chief equity, inclusion and belonging officer at yum. He spoke to the crowd and then Sarah Awadallah, who is also part of the the Yum! Brands team, spoke to the audience and we gave them. They gave away a couple of spots or excuse me, scholarships to their program at the University of Louisville. So it was a great event. Um, this year we said it was going to be bigger, better and bolder in 2025. I know is going to, um, to be, um, even better by leaps and bounds than it was this year.

Lee Kantor: So you have the franchise game as an annual event, but you also have scrimmages. Can you talk about those?

Tarji Carter: Yes. So the scrimmage, um, is our half day version of the franchise game that we take around the country. Um, we had one in March at the University of North Texas. We had one in Houston at uh, in conjunction with the Texas Black Expo, where the keynote speaker was, um, uh, gosh, I don’t even know if I should say it, but Shannon Sharpe and then this, uh, in in October, next month, we’re going to have a scrimmage at Morehouse College. So it’s going to be on Wednesday, October 2nd between 5 and 9 p.m. and it’s open to the, um, to all students, faculty, staff, alumni, parents and the local business community. So if anyone at Kennesaw State has an interest in learning about, um, franchising, the benefits of franchise ownership in in meeting folks who are in in that capacity today, um, it’s going to be amazing. We have, uh, multi-unit franchisees that are operating in traditional and nontraditional spaces like, uh, streetside locations, but also airports and university campuses. There will be a panel that discusses a day in the life of a franchisee. Um, our second panel is actually going to be a second session. Excuse me. Is going to be a fireside chat with Irfan Lalani. Irfan and his brother Faisal are the owners of Vibe restaurants and they own 76 Little Caesars, 50 Wingstop and five Whataburgers across 13 states.

Tarji Carter: Um, and he will have a discussion with Eric Harrison, who is a multi-unit owner of Jersey Mike’s. And so, um, that’s going to be a great session you don’t want to miss. He’s going to talk about how to get into business with your family and build an empire through franchising. Um, I will be on stage with franchise attorney Tanya Nebo of the Nebo Law Firm. Um, and we have a surprise new franchisor that’s going to join the stage with us. We just have to get confirmation on that. Um, to talk about how to convert your concept into a franchise. So that’s going to be really exciting. And then last but certainly not least, we’ll hear from Professor James Young with Morehouse College, who is going to be speaking about the economics around franchising and how to go about it the right way so that you can be successful and profitable. So that’s going to be the program from 5 to 9 p.m. on October 2nd. And we’re really, really excited about this. It’s going to be huge for the city of Atlanta. Um, and it’s just going to be a great opportunity for folks to learn about franchising in a way that they probably haven’t before.

Lee Kantor: And if somebody wants to learn more about the event, uh, where should they go?

Tarji Carter: They can visit our website, which is the franchise player.com. On the front page, you’ll see the graphic for the, uh, the scrimmage at Morehouse. Just click on that and it will bring you to more information and the opportunity to purchase tickets and exhibit booths.

Lee Kantor: Now, um, what do you need more of? How can we help?

Tarji Carter: You Would love to get more students involved, um, teaching them how they can take their, uh, their experience. Maybe they’ve worked in fast food and haven’t even considered that they could potentially be a franchise owner one day. Um, would love to get them involved so they can understand they can take those transferable skills and maximize them should they decide to own a business. Um, so anything you can do to help us get the word out to the students and even the faculty, staff and alumni, um, would be extremely beneficial to this program.

Lee Kantor: Well, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Tarji Carter: Thank you. Lee, thank you for having me. This has been great.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Tarji Carter, The Franchise Player

Allyson Eman With Venture Atlanta

September 23, 2024 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Allyson Eman With Venture Atlanta
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Allyson Eman has more than 30 years of marketing, communications, sales leadership and business development experience. In 2007,Allyson took on the role of Executive Director for the newly created Venture Atlanta annual conference. She has worked with key business leaders across the country and founding organizations Metro Atlanta Chamber, Atlanta CEO Council and Technology Association of Georgia to build Venture Atlanta.

In 2020, she was promoted to CEO. The conference is now in its seventeenth year and has become the largest venture capital conference on the east coast with over 1,500 attendees including venture capitalists, entrepreneurs, and senior business executives. Venture Atlanta’s primary mission is to connect companies with capital and it has helped emerging technology company’s raise over $7.8B to facilitate growth. Venture Atlanta has over 850 alumni in its network and many have seen exits totaling over $18B.

Prior to joining Venture Atlanta, she was the Senior Vice President of Marketing and Communications for South Star Funding, a wholesale mortgage lender head quartered in Atlanta. During her 9- year tenure with the firm, she helped the company grow from 8 employees to 800 with 30 nationwide offices.

South Star Funding grew to be one of the most reputable, respected and trusted wholesale mortgage lenders in the country under her leadership. Prior to joining South Star, she worked for SouthTrust Bank as a branch marketing manager overseeing the marketing platform for 100 branches across Georgia.

Allyson received a BS from the University of Florida and resides in Marietta with her husband and two children.

About Venture Atlanta

Venture Atlanta, the Southeast’s technology innovation event, is where the region’s most promising tech companies meet the country’s top-tier investors. As the Southeast’s largest investor showcase helping launch843 companies and raise $7.7 billion in funding to date, the event connects the region’s top entrepreneurs with local and national investors and others in the technology ecosystem who can help them raise the capital they need to grow their businesses. The annual nonprofit event is a collaboration of the Atlanta CEO Council, Metro Atlanta Chamber, and the Technology Association of Georgia(TAG).

Connect with Allyson on LinkedIn and follow Venture Atlanta on Twitter.

What You’ll Learn In This Episode

  • Her journey and how she came to lead the Venture Atlanta Conference
  • Why is Venture Atlanta a hot networking opportunity for the broader business community
  • How can ecosystem builders around the Southeast partner with Venture Atlanta

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on Atlanta Business Radio, we have Alison Eman with Venture Atlanta. Welcome.

Speaker3: Thanks, Lee.

Lee Kantor: I am so excited to get caught up for the two people out there who aren’t familiar with Venture Atlanta. Can you talk a little bit about mission purpose and how you’re serving folks?

Speaker3: Absolutely. So we are the largest venture capital conference, really, on the East Coast that connects tech companies to capital. So we’re here to help companies grow and help them get funding.

Lee Kantor: And how long has Venture Land been around?

Speaker3: 17 years. And I’ve been running it the whole time.

Lee Kantor: The whole time. So what’s your backstory? How’d you get involved with this initiative?

Speaker3: Yeah. You know, the funny thing is, I never had any thought that I would run a venture capital conference for for a living, so I was actually in banking, again, not what I was looking to do in college. Thought I was going to go into journalism or television production and ended up in banking, then ended up running a the marketing for a mortgage company. Took that company from eight employees to 800 employees, 30 offices nationwide. And then during the lovely mortgage and banking crisis. Lost my job there and, you know, really wasn’t sure what I wanted to do, but knew I wanted to do something totally different. And you know, when they say sometimes things fall in your lap. Well, this kind of fell in my lap. I had a friend who worked at Normalcy Partners, and she kind of did the phone call one day of, hey was standing at the water cooler, and they’re looking for an executive director at the time. I’m now the CEO, but an executive director to run this new venture capital conference that they want to bring to town. And and, you know, my initial reaction was, I have no experience in tech, no experience in venture capital. And I’m not really sure I’m the right person for this, but I put my name in the hat. And, you know, the interesting thing was, is I kind of kind of got some backstory that that most of the people that, that they interviewed did have that experience, had worked for nonprofits, had, you know, some background in venture capital and tech, but it was the marketing expertise and the passion that I had and the energy that they felt like I brought to the interview that that helped me land the job. So obviously, you know, when they interviewed me, they showed me a logo and said, this is what we want you to build, and that’s what I have. So it’s something I’m super proud of. And, you know, I know it’s been instrumental in helping, you know, companies raise almost $8 billion and see almost $18 billion in exits. So really, really proud of of what has been accomplished.

Lee Kantor: Now, any advice for anyone else in the association world that may be is hiring a new executive? What can you glean from, you know, coming from a not a traditional kind of background when it comes to association management and things like that, but still able to achieve a great deal in that space. Any advice or do’s and don’ts when it comes to launching or rebooting an association.

Speaker3: Yeah. You know, I would say just because the person you’re interviewing doesn’t check all the boxes doesn’t mean they’re not the right person. I mean, I didn’t remotely check all the boxes, but, you know, they dug deep and learned more about me. And, you know, I remember Alan Mosley saying, I don’t care that you don’t know a lot about venture capital. You can learn that. We can teach you. So, you know, is the person that you’re talking to or how can the association grow? Or how can this person bring expertise, you know, through other through their other skill sets that could help, you know? So again, I don’t think it has to be, you know, a person who has the exact skill set to to mean that they’ll be successful.

Lee Kantor: And is there anything like tactically you did to help kind of give venture into the escape velocity? It needed to, you know, last 17 years and make the impact that it has.

Speaker3: Uh, I, you know, I definitely pride myself on execution and, you know, really putting myself in the, in the role of if I was an attendee, which I’m always saying, what? What is the experience that I want? So every single decision that I do, I’m always putting that hat on, you know, what would the attendee want to be? How can I how can I ensure that I execute this in the best way possible? So, I mean, I, I kind of go all in every single year. And, you know, the funny thing is, is that, you know, my, my friends and my family are all like, oh, it’s like an old hat for you. Now it’s not, you know, it’s not all that. It’s a new event every single year with different things, with different people, with different problems, with different challenges. And you’ve got to, you know, adapt every year. But, you know, I my biggest thing is that I is I don’t go, uh, you know, same same old, same old, like not at all. Venture is never same old, same old.

Lee Kantor: Well, speaking of which, what, uh, can you share a little bit about this year’s event? What? For anybody who hasn’t attended or for people who have attended many times, what is going to happen at Venture Atlanta this year. Maybe that’s different or special.

Speaker3: Yeah. So you know what’s so exciting is Venture Atlanta when it started was was really a day and a half. It was a day and a half. There was maybe a dinner that kicked off things the night before the conference and, um, maybe another, you know, dinner that happened. Well, oh my goodness. Like, if you look on our website, we’ve got things happening on Sunday this year, two days before the conference, you know, partnering with Avon South and partnering partnering with Dell for startups on a pitch competition that they’re doing. And on Monday, there’s a slew of activities for founders, for investors, for people that are coming into town to build connections. And then the conference first kicks off on Tuesday. And we’ve got, you know, as always, new and exciting additional programing. You know, we always look at at, you know, how can we serve our our community in the best way. And one of the things we’re doing this year is actually bringing some executive sessions to the conference where we’re actually going to put, you know, 25 or so founders in a in a small setting, in a small room with executives that are teaching them, you know, things about about, um, top ten things to look at, you know, um, what I wish I had the names of the, of the sessions in front of me, but basically all learnings from their experiences in, in growing companies in what they saw and how to execute and really tactical hands on things that will help these founders grow and build their companies. And also, you know, again, we just continue to to bring great to bring great keynote speakers. Our keynote speaker this year is Dawn Staley, who is the USC, uh, women’s basketball national championship head coach. So really looking at leadership, looking at performance, looking at, you know, challenges. And you know, we always want people to walk away with Venture Atlanta not only making great connections but learning.

Lee Kantor: Now, you mentioned when you’re kind of curating the event, you’re trying to look and empathetically as the attendee. So if you were giving advice to an attendee, how would you recommend they attack this multi-day event with so many different things to take part in? How would you kind of go about kind of wringing out the most value from it if you were an attendee?

Speaker3: Yeah, absolutely. So we actually send out an email in advance of, you know, kind of like a know before you go type thing. So we send out a link to the whole attendee list, you know, obviously not with contact information, but name company title. So, you know, participant type. So you could know if it’s an entrepreneur and investor or whomever. And we also send out a link to our digital conference book. So you can really look at what companies are going to be there, what sponsors are going to be there, what speakers are going to be there. You know, we’ve had the schedule published for months. So I tell people, do your homework. You know, if there are certain people that you want to meet, we’re handing everything over to you. Um, we’ve got a mobile app that’s opening next week so people can set up meetings. We’ve got we’ve got over 100 meeting tables that will be at the conference for people to connect with each other and, you know, additional opening, open meeting, um, areas. So, you know, everything is not going to come to you, you know, yes, you’re going to run into people sitting at lunch or in the hallway or, I mean, it could be in line at the bathroom or whatever the case may be. But, you know, if you’re a founder, know what? Know what activities are available to you as a founder? We sent out an email yesterday just highlighting, you know, just a little highlight of the schedule to the founders. I mean, that email got, I think, a 75% open rate and everyone’s signing up for events like crazy. So, you know, we’re we’re handing everything to you. You just gotta you gotta do a little homework too. You gotta actually look at the schedule. You gotta maybe open the mobile app and download it. And I think people that that truly have a deep understanding for who’s there and what’s happening have a great experience.

Lee Kantor: Now. Is there any stories you can share over the 17 years of maybe the most, um, rewarding or inspirational kind of connections that were made or, or deals that were done or people or relationships that were created through the event.

Speaker3: Yeah, there’s, you know, there’s so many there’s so many fun ones. Um, there’s a there’s a couple good ones that I really like. One is, um, there’s a company called, uh, that was called car 360. Uh, Bruno Francois was the, uh, CEO, and he pitched at our event one year, and the next year I think they were looking for, you know, someone to come in as their CEO and they, you know, found John Hanger in as an attendee and he ended up, you know, taking over car 360. Well, then another year we had Ernie Garcia, who’s the CEO of Carvana. He was one of our keynotes. And I remember Bruno texting me saying, you know, can we please, you know, come to the conference. And I was like, oh, we’re sold out. You know, Mark Cuban’s the keynote. It’s packed standing room only. And he was like, we just really want to see Ernie Garcia. We want to talk to him. And I was like, you know, I don’t I can’t have you, you know, like, guarantee you could talk to him. Well, he and his wife kind of kind of stalked him at the bathroom, like stood outside the bathroom and waited for him to come out. And they kind of grabbed him and were like, hey, let us show you our technology, and Ernie Garcia ended up buying the company. So that little that little move. Um, and I remember one day they called me and they were like, hey, we want to take you to lunch. We want to thank you. Like, you know, look what you did for us.

Speaker3: And it was just so cool, like, such a such a fun story. And, you know, another one of our companies, um, same thing. It was, you know, entrepreneurs tend to wait till the last minute. Another one where it’s like, please, can I have a ticket? You know, and I was like, you know, again, oh, we’re sold out. We’re really full. And please, please, Allison, you know, so so, you know, somehow I always end up bending. And he came to the conference and he ended up sitting at a lunch or something next to a fund that ultimately gave them $25 million that he was raising. So he was like, oh my God, thank you, and sent me a gift. And again, my, my, my premise here is not about people thanking me, but it’s just about, you know, it just was was some great stories we have. You know, I went to an event in North Carolina in December. I felt like everywhere I turned, someone was like, I met this fund at Venture Atlanta who’s now on my cap table, who’s now one of my investors or, you know, the CEO roundtable sessions. Someone told me that after sitting through those, they ended up, um, the guy that they that was leading the session ended up becoming one of his investors and sits on his board now. So, you know, there’s just been some incredible, um, stories over the years. And, you know, I know there’s hundreds and hundreds of them, but but those are just a few.

Lee Kantor: Now, how have you seen the ecosystem evolve in these 17 years? You know, at one point, I’m sure when it started, this was like a hey, this is a crazy idea. Let’s see what happens. And now, 17 years later, it seems like the whole region is embracing this. And there’s a lot more collaboration. So is are you seeing that as well as the southeast kind of now the hub and it’s evolved well beyond Atlanta.

Speaker3: Oh yeah. For sure. So you know, when it started, we were we were a 3 or 400 person conference just focused on Georgia, you know, and our our goal that first year was really to bring capital outside capital to Georgia. We only had a handful of funds here. And we didn’t have things like Atlanta Tech Village and the Russell Center and Tech Alpharetta and you know, all of those type of things. We had Atdc, you know, incredible organization, but we didn’t have all the others that were in the sprawling markets across the city, you know, even things in Augusta and Columbus and, um, other markets. So, you know, not only has the ecosystem in Atlanta evolved incredibly, so has, you know, there have been incredible growth in the Carolinas, in Tennessee, in Florida, in in Austin. And so, you know, we sat and looked at, you know, what made sense and what made sense was for us to kind of we’ve said before that we’re kind of the Super Bowl where, you know, it’s there’s there’s regional events all over the place and certainly some massive conferences around the country. But, you know, Venture Atlanta really is the largest. And, um, you know, we’ve looked at these other organizations like in Tampa Bay, in, uh, New Orleans, in Austin with Capital Factory in, you know, the National Entrepreneurship Center, the, you know, Innovate Charlotte up in Charlotte and really talk to other groups about partnering with them.

Speaker3: And, you know, this year we really saw some incredible partnerships where these organizations were reaching out to me saying, you know, how do we get involved? How can we get our companies front and center or a group out of Birmingham that we’re working with this year? And they’re actually coming to Atlanta and, you know, building a clean tech accelerator with Cox Enterprises. So, you know, there’s there’s so much exciting stuff going on. Also for us, you know, we’ve also seen some great partnerships with corporates. So you know this year I think we have the most corporates we’ve had in a long time. But you know Georgia Pacific and Southern Company and Home Depot, chick fil A Cox um, you know Goldman Sachs, Invesco, um I’m sure I’m missing I’m missing Wellstar Dell. Uh, you know, so, uh, Wells Fargo, you know, a lot of those are new, uh, you know, new partnerships for us. So we’re excited. You know, we’re thrilled to have Dell this year and Wells Fargo and Chick fil A like, those are, you know, three big new sponsors for us.

Lee Kantor: And so it seems like it’s very it’s getting to the point where it’s very collaborative and everybody is kind of trying to work together and, you know, kind of be complementary in terms of helping each other grow each other’s kind of market, but using the best practices of what each of you are learning.

Speaker3: Yeah, absolutely. I you know, I kind of always say we play nice in the sandbox, like, I mean, I will we promote other people’s events all the time. We work. We have a wonderful relationship with the Florida Venture Conference, you know, and the Florida Venture Forum and with, you know, seed up in North Carolina and with the Nashville Entrepreneur Center up in Nashville. Um, and that’s super important to us and super important to me. And, you know, we help each other out with tickets and we help each other out with with marketing. And, you know, we’ve sat on panels for each other and done different things. And it only it only helps us and helps our companies if we work together.

Lee Kantor: So what do you need more of? How can we help you?

Speaker3: So, you know, at this point, uh, you know, the last several weeks, several years we’ve sold out of, you know, about ten days before the conference. So there’s still time, but we do still have tickets left at this point, and tickets are still at their lowest price. So, you know, founders can still get a ticket for $350 and, uh, investors and service providers for 850. But all those prices. Pricing goes up on Monday and, you know, everyone starts scrambling and oh my God, I didn’t know. And you know, obviously we’ve had this pricing set for months. So uh, everything’s on our website, full schedules on our website. Uh, you know, at this point we’re not looking for sponsors, we’re not looking for companies to present. But, um, you know, we selected 87 companies that will be front and center at Venture Atlanta this year. There’s hundreds more entrepreneurs that will be in attendance. So should be a lot of fun.

Lee Kantor: And if they want to learn more, they can go to Venture Atlanta.

Speaker3: Org yes.org.com.

Lee Kantor: All right. Well Allison thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Speaker3: Thank you Lee. Thanks for having me.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Kathy Berardi, Venture Atlanta

Dr Joan Cartwright and Mimi Johnson with Women In Jazz South Florida

September 20, 2024 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Dr Joan Cartwright and Mimi Johnson with Women In Jazz South Florida
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Dr. Joan Cartwright is Founder, and Executive Director of Women in Jazz South Florida (WIJSF), a 501c3 nonprofit that promotes women musicians globally.

A veteran jazz and blues singer, composer, author, historian, educator, and producer, her goal is to teach and bring awareness about the lives, contributions, and joy brought to the global society, by women musicians who have made a difference in American Society.

With members in 29 states and 22 countries, for more than 17 years, she has been gathering women musicians together and getting their music heard by around the world.

She and her daughter, Mimi Johnson, president of WIJSF (which also has offices in Atlanta), have created the first Women In Jazz Music Festival, which will be held in Atlanta October 17-19, 2024.

Connect with Dr. Joan on LinkedIn and follow Women in Jazz South Florida on Facebook and Twitter.

What You’ll Learn In This Episode

  • Why was Women In Jazz South Florida Created
  • What impact is the organization having for women musicians
  • What does WIJSF want people to know about women in jazz

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on Atlanta Business Radio, we have Doctor Joan Cartwright and Mimi Johnson who are with Women in Jazz South Florida, and they’re part of the Atlanta office. Welcome.

Mimi Johnson: Hey. How are you?

Lee Kantor: I am doing well. I’m so excited to learn what you’re up to. Tell us about Women in jazz, South Florida and how you got here to Atlanta.

Mimi Johnson: Well, actually, we have two locations. Mom. My partner, doctor J. Doctor Joan Cartwright is in Florida, and I’m in Atlanta. So we have two areas in the states and we plan to expand. But I am the media director. I am a cultural politician. I am the media director of 501 C3 Women in Jazz South Florida, Inc. and also 501 C4 Music Woman, Inc. I’m also an entrepreneur, a musician composer, and I’m working my way to Washington, D.C. to lobby for more public funding for women in the arts. So the one thing that I would say is everybody thinks, oh, it’s so cute when you see us on stage and we’re all, you know, glittered out and everything, but there is an intricate piece to our mission, and our mission is to question the white House. How do we increase earnings of women in the arts through public funding? So basically, you know, our goal is to bring women’s messages to the world through the arts, and we hold over 50% of the sky by paying taxes, and we receive less than 22% of the public funding. And it’s a $65 billion music industry, but women only earn 20%. So our mission is to, of course, increase the salaries of women musicians, composers, artists, producers. You know, women that are photographers, filmmakers that painters, just the arts in general. So the mission is it’s a great mission because it allows us as women to be able to continue to not only work in the arts, but still be good mothers, good wives, pay our mortgages, pay our car notes. I know a lot of women that are doing a side gig because they don’t make enough money with their art. Absolutely. They could not eat that, hence starving artists. So the mission of Doctor Joan Cartwright, and I’m just her little duckling, just following her footsteps is to increase salary salaries Is for women in the arts.

Lee Kantor: So how does your organization do that and help the women artists?

Mimi Johnson: So we globally promote and book women musicians and composers worldwide. And we also give the information through education about the Billie Holiday’s, the Nina Simone, Josephine Baker, um, and a lot of other women that really, really like are civil rights workers in the, in the, I would say just in the arts of entertainment. Okay. So we run Women in Jazz South Florida, which is our 500 and 1C3, and we’re a membership based organization. And what we do is we invite women all over the world. We have we have over 400 members now, and my mother’s been running this organization for 17 years plus. So we invite musicians, composers, vocalists, producers to come on board, become a member, um, which is a small nominal fee, uh, yearly. And then we promote them on our platforms, be it blogged women, uh, music, women, radio, music, women and Music Man magazine. Uh, the Music Woman festival that’s coming up. It’s a three day, four event festival coming up from October 17th through the 19th in Atlanta, Georgia. You can log on to w I j JSF. Org or music? Woman art. So we book we we literally my mother and I, just with our own private money, have invested over $30,000 already into our festival.

Mimi Johnson: Um, we are seeking more sponsorships, donations. We have a zephie, uh, page where you can find that at, uh, w I j. Org where we need private and public funding. So we need help with being able to pay our for expenses. I’m talking about travel. Um, for the for the, the ladies to perform. By the way, we do book men as well. So, you know, I just want everybody to know we do love men, but we understand the process that women are underpaid and An overworked or don’t get any work at all. And then they have to go and work at wherever, you know, to just for ends meet. So we’ve created we have created a situation where we can have people, where we can have women all gathered together, and we support each other in the endeavors, of course, with our men as well. So creating the festival, creating the the magazines, the blog, talk radio. Um, doctor Joan Cartwright puts out a, a newsletter with all of the members, you know, giving information. Um, and this way we create income so that we can pay to do our art because it’s what we love to do.

Lee Kantor: So can you talk about the Women Music Festival? Like what can an attendee expect for that festival? Like what’s going to happen and who’s going to be there?

Mimi Johnson: Okay. Oh, wow. Um, so at w-w-w dot music woman dot art, I’ll go there right now. And when you click on events, you will see all of the artists that are performing from all over the world. They’re coming in. Okay. Um, so we have three dates October 17th through the 19th. So the agenda starts on the 17th where we have our open mic. Well, we couldn’t book everyone, so I had to create a situation where the locals and other people that wanted to come in that we didn’t book for the main event, which will get into that. They could come and they could be still perform for our festival. So that’s the open mic at the core, which is. Main Street, East Point, and then we. And then so there’s October 17th, October 18th is our kick off party at the atrium, which everyone in Atlanta, um, that is social knows the atrium, um, on Memorial Drive. That’s our kick off party. And then Family Fun Day is October 19th from 10 a.m. to 2 p.m. for Family Fun Day at the New Black Wall Street and Stonecrest. And then the main event where you will see, um, all of the artists at the events page. And I’ll, I’ll, um, give you a list. Uh, the main event will be at the Hjc Bowden Center, which is on Church Street in East Point, Atlanta, right across the street from the East Point Rail.

Mimi Johnson: So if you don’t have a car, you just jump on the train. It’s right there. And so we have beautiful artists that are representing, um, WCL, LCS, Reagan, Whiteside, Carroll, Albert, um, abyss, the mom and pop show, Crystal dooms, Papa Duke, Eric Giles, Miss Rita. Graham, Clem. Kim Clark, Lenore. Raphael, just Cynthia, Kim J. Uh, Smithsonian. Um. Rada I want to say Botofasina. Botofasina. And also, um, Jarvis Evans. We have poets. She Farrow and she bars. And this is our first annual music woman festival. And my mother and I have worked so hard and and my daughter, because we’re a three generations of women in business and women in the arts, and it’s just an exciting like, I’m getting goosebumps just thinking about it. It’s an exciting venture, and we just need for people to start buying tickets and donate and come on out and show out with us, you know, show up and show out and come out with us and have a wonderful experience with us. The show lineup is incredible. The, um, I will tell you that the family fun day, uh, which is, which is really going to be mostly for the children because the other events are not for the children.

Mimi Johnson: So I wanted to create a situation where we could have a family fun day, so that being at the new Black Wall Street, that means bring your children, bring your grandchildren, bring your little cousins, bring you little brothers and sisters. So we’ll have live entertainment, vending food, um, like little ice cream, cotton candy, popcorn setups. We’re going to have bouncy houses. We’ll have raffles, of course. Face painters, clowns. I want to do a double Dutch and jump rope competition, a hula hoop competition, ping pong competitions, you know, um, dance competitions. And then we will also have artists that will be performing there as well. So, um, the family Fun day, uh, was created because I wanted to include the children. I wanted to include the families because the rest of the events are not set up for a family situation. It’s more grown, folks. So I hope that, you know, everybody will go online. All you have to do is go to music, woman art and simply click on the Eventbrite. Or you can contact me Mimi Johnson at Media at jzf. Org if you would like like group tickets, we can plan some group situations for you as well. That would be a little bit cheaper than going on Eventbrite and say getting ten tickets is ten of you.

Mimi Johnson: Give me a call, give me an email, I’ll set you up, um, so that you can get your discounted tickets. Um. I’m excited. I have to give a shout out to ABC Atlanta Black Chambers tomorrow we are having our press conference at the Rice Center, the Russell Innovative, um, center for the Entrepreneurs on Fair Street in Atlanta, Georgia. That’s going to be the 17th tomorrow, September. Um, at 4 p.m., we have our press conference. I am going to be the keynote speaker. This is the first time I’ve been a keynote speaker for this kind of situation. I’m so excited. My mom edited my script for me so that I can make sure that I’m saying the right words to impact society, and I’m looking forward to it. Um, so come on out to our press conference tomorrow and the information. You can follow us also at Music Woman, Art at IG or we Jssf we always have information on our social media platforms. Um, IG is the one that I use the most because I get to really like, elevate and, uh, just correspond with people. It seems like it’s a, a better way, um, to just communicate with people that want information immediately. So yeah, it’s exciting. So music woman festival. Music. Woman. Yes, ma’am.

Dr. Joan Cartwright: We have a group coming from South Africa. The Jc5 Music Ensemble, which is five South African women musicians that got a grant from the South African Arts Council. Yes. They will be joining us. Uh, they’ll be performing on the 19th. They’re being featured at the H.C. Bowden Senior Center, so I wanted to mention them.

Mimi Johnson: Yes, indeed. Yes, indeed. And that was the exciting thing about that is, is that we literally have people coming in from all over the world for our festival. That’s why we would love for you to come out, you know, purchase your tickets, um, make your donations become a sponsor if you go to Music and art. When you go, not if you go, go and simply click on partner sponsors. It gives you the information and the tiers of our deliverables and also the partner sponsor packages. Get in touch. You know, the one thing that everybody knows that we need in business is money. Money makes more money. So we need to be funded. We are enjoying the journey and we love and thank everyone for just enjoying the journey with us.

Lee Kantor: Well, Mimi and Doctor Joan, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Dr. Joan Cartwright: Thank you, thank you.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Dr Joan Cartwright, Mimi Johnson, Women In Jazz South Florida

David Winkler With Docufree

September 16, 2024 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
David Winkler With Docufree
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David Winkler serves as Executive Vice President and Chief Product Officer (CPO) at Docufree Corporation an Inc. 5000 company and the creator of the award-winning cloud-based document management and workflow automation software-as-services application platform.

As CPO, he is responsible for leading Docufree’s product and platform roadmap including; product vision, innovation, development, product marketing and go-to-market alliances. His passion is leading key platform development, product management and marketing leaders to ensure that these key roles are being performed efficiently and are aligned with the organization’s vision and strategy.

Prior to this role, he served as the Vice President for Global Healthcare Solutions for Ricoh Corporation where he led the multi-national strategic vision for bringing information management and digital services to Healthcare organizations in the Americas, Europe and Asia Pacific markets. He has extensive leadership experience across diverse sales & marketing roles and technology areas, with companies ranging from startups to the Fortune 100.

Prior to Ricoh, he served in various leadership positions for Mobius, Microsoft, Oracle, Cadence and Electronic Data Systems. These ranged from Director Systems Engineering, GM Strategic Marketing, Director Consulting Services, to leading Global Product Management, Product Strategy and Alliances.

David holds a bachelor’s degree in Business Administration from the Seidman School of Business, Grand Valley University in Michigan. He resides in Dallas, TX and has extensive experience working abroad.

Connect with David on LinkedIn.

What You’ll Learn In This Episode

  • Challenges of traditional mailrooms
  • Key capabilities of an Enterprise Digital Mailroom
  • The role of AI
  • Benefits of an Enterprise Digital Mailroom
  • Real-world examples of an Enterprise Digital Mailroom at work: Ryder Use Case

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, Kennesaw State University’s Executive MBA program. Without them, we couldn’t be sharing these important stories. Today on Atlanta Business Radio, we have David Winkler with Docufree. Welcome.

David Winkler: Hi, Lee. Glad to be with you. Thank you. Well, I’m.

Lee Kantor: Excited to learn what you’re up to. For those who aren’t familiar, can you share a little bit about Docufree?

David Winkler: Absolutely. Free is based in Alpharetta, and we’ve been in business here now for 25 plus years. Employ approximately 500, give or take a few employees in the Alpharetta area, heavily involved with digitization of paper based documents, as well as processing electronic documents for a number of, you know, a number of corporations, over 1600 corporations across the United States. So mainly focused here on US business. A lot of business in the Atlanta area, of course, you know the entire East coast of the US.

Lee Kantor: And one of the areas you kind of focus in on is kind of the corporate mailroom. Can you share a little bit about, you know, the importance of transforming that corporate mailroom? Because a lot of people probably take it for granted and don’t put much thought into that part of the business.

David Winkler: Very, very true. So most folks, I’m sure, are very familiar with the challenges of just working with paper based information and the challenges that it presents the lack of efficiency for your employees, partners, trading partners, let alone the the implications it poses for information security and privacy and compliance. And as we all know, we still receive a lot of documents and paper based information via the mail stream, whether it’s coming through the US Postal Service mail stream, or whether it’s coming via via couriers, whether it’s UPS, Fedex, etc.. Um, and, you know, we’ve been trying to deal with and corporations are still struggling with, um, removing or reducing paper based information from their business processes, uh, for, for quite some time now. So the mail room is where a lot of that paper enters, whether it’s an invoice from a customer, uh, whether it’s a piece of legal Correspondence related to your business or or whether it’s insurance related, etc.. As we all know, business is run based on documents or the backbone of business, so a lot of volume still comes in through a mailroom. If you’re a larger enterprise, you most likely have a centralized mail type functions and perhaps even some distributed offices, right, that are also handling mail. So as we move, you know, businesses from a document centric and how they deal to a more data centric world, the importance of digitizing that mail stream and getting the information from those documents extracted and injected into the right line of business system that you use and support is really, really important. So the mail room is a very important function to your company.

Lee Kantor: Now, can you give us an idea of the scope of the opportunity here? Like what percentage of invoices or checks or physical invoices? Physical checks are actually mailed back and forth or communicated that way rather than digitally.

David Winkler: Still, surprisingly, even in this day and age, a surprising number of documents still come in physically through the mail, especially if you’re a highly regulated business, right? Um, if you have to do regulatory mandatory mailings as part of your business offering, you’re going to be most likely sending a version of that through through email or electronically. But you’re also going to be required to send through the mail, whether it’s even a simple postcard or whether it’s, you know, a traditional number ten envelope with, you know, with the contents in there, um, various studies on this, but it’s still anywhere from, uh, from looking at a process like AP invoicing as an example. You’ve still got north of 50% of those are coming in through the mail stream physically, right?

Lee Kantor: I mean, I’m sure the listeners, especially the younger ones, are, you know, they’re really shocked by that number because most of their transactions are digital.

David Winkler: Yeah, it’s surprising. Right? Um, especially when you when you look at it, a lot of people are, you know, familiar with accessing, you know, through mobile devices, whether it’s your phone, your cell phone, or whether it’s a, you know, a tablet or even a, you know, a laptop computer, you’re doing a lot of things, you know, electronically, obviously. Right. You can go on to a furniture store online and, and buy something, you know, etcetera. Um, but you look at the supply chain that supports that purchase, right? Uh, there’s probably 2 or 3 businesses in the supply chain that are either mailing some type of document or they’re printing it out physically. You’d be surprised. Uh, multifunction Multi-function printing devices, let alone standalone devices. Copies of what you thought you did are entirely, 100% electronically are still being printed out. Um, and I don’t know if you’ve, you know, had the opportunity to buy a big ticket item, but let’s just let’s just talk about buying a home or buying an automobile. You go into a dealership, uh, you may think you’re sitting there filling everything out online with some dealers are very advanced. The reality is, again, that information is getting printed at somewhere along in that transaction has to be captured and data elements fed into ancillary subsystems along the line. Um, so don’t be fooled by the fact that you think you’re doing it 100% online, that the entire supply chain is online because it’s not.

Lee Kantor: Now for you, when you’re working with your clients, is there a size where it becomes, um, the mailroom becomes an issue where it’s like, you know, this wasn’t a big deal when we were this size. But now that we’re this new size, this is becoming now a problem where it was just something that we were, I guess, tolerating.

David Winkler: Um, you know, we’re we have clients in, you know, from small to mid-sized clients. Um, you know, employee wise, we’ve got, uh, running our digital mail service, less than 50 employees, uh, all the way up to very large organizations. Fortune 500, right, with, you know, thousands and tens of thousands of employees. So there’s not a sweet spot, right? So that has developed that says, okay, you know, you got to be a large organization to benefit from this. You know, we’re seeing in the legal industry, for example, law firms, um, that are adopting this technology. And, um, they are, you know, they’re not very large from an employee size Perspective, but they’re dealing with information and workers in particular in. Their office that are distributed. Right. They’re highly distributed. And the information is distributed. They’re getting information physically through the mail, but they’re also getting it electronically, you know, feeds from court systems, as an example, from multiple jurisdictions, counties and states that all has to be pulled together and integrated into their case management application and fed in there. Um, so, you know, legal is an industry that, you know, we’re seeing a lot of traction in that doesn’t have a big employee base. Um, you look at, uh, transportation industry, you know, we have a fortune 500 client in the transportation space as an example, and they literally shut down their corporate mail room and reallocated those employees to other areas throughout their facility department. And now they rely 100% on our free digital mail platform, and we’re distributing their mail now digitally. Even that came in through the Postal service. They now look at their mail totally online. Right. So we’ve, you know, essentially made their information as mobile as their workforce is. Um, so there’s not one size that’s in particular. This technology scales very nicely to small to mid-size to very large environments.

Lee Kantor: So what happens when, like you mentioned that some of these industries are, you know, 50% are still dealing with paper. How does it work when all of a sudden now you’re working with one of the players in those industries and they’re not dealing with paper? Can they still play nicely with the ones that are?

David Winkler: Yeah, that’s what’s really, really nice about, um, what the advances in technology have given us, especially with artificial intelligence as well, um, is you now have the ability to seamlessly integrate your physical information with your electronic information and marry that up so that you can now present a unified view of the information. And you can leverage technology such as workflow to route and distribute, that have different constituents take action on the mail that you wouldn’t have otherwise been able to do. Um, you know, I suppose in contrast with mail streams and mail of, of the olden days, still a lot of companies are doing this, but you might be a company that delivers pouch mail to distributed offices, and you might, uh, do interoffice mail. Now, if you remember the old envelopes, right? With interoffice mail and routing, you route a piece of correspondence to somebody, stick it in their office envelope, and you can, you know, track who they route it to, and you want them to take action on certain things. You can now do all that electronically, right. And all you need is an internet connection, which is the beautiful thing. And so it makes it really, really nice. Um, I think a lot of organizations that again, uh, you know, thought of digital mail in the past as, oh, it’s, you know, you just turn paper documents, you know, scan them, OCR them and store them. But the reality is, is digital mail of today, in the modern era, uh, completely unifies that information to where you can now take action on it. And from a workflow and your task and queue management over mail, uh, accountability tracking features, um, you know, insert critical or transactional mail into a line of business system and have total chain of custody right from the moment of receipt. Um, those are things that the technology platform enables you to do in this modern era.

Lee Kantor: And it sounds like, like mail isn’t doesn’t have to be this physical Old thing. It’s really communication is at the heart of this, and you’re trying to give as many people this transparent communication as quickly as possible.

David Winkler: Great point. Um, it is all about communications and the information exists in so many different file formats and structures and places. Um, and, you know, most would think of the past, right? As you know, you’re, you’re physically mailing it. Um, but now you can, you can literally capture all this information. Um, you can leverage technology to extrapolate key information, only certain elements or fields or even such things as we’re leveraging artificial intelligence, right, to redact certain information that came in from that mail stream. Let’s say it’s a release of information request from a healthcare perspective, and you need to redact the personally identifiable information on that physical document, as well as the PDF document that came in through a fax gateway. You can do that with digital mail, and you can now secure it. So only those with the authorization credentials to view it can view it. Um, you know, it’s it’s just incredible what the technology allows you to do and how you can intelligently deliver mail like you’ve never been able to do in the mail room of the past.

Lee Kantor: Now, from the people who are still doing it kind of the old way, what are some of the things that they’re dealing with and just tolerating that they don’t have to tolerate, if maybe they were aware of this type of a service?

David Winkler: Well, we hear it quite often. Um, some of the, you know, the pain that organizations still have, right, is, um, critical documents get lost in the mail. Right? We’re all familiar with that phrase. Well, the check’s in the mail, right? Um, checks get lost in the mail, and when checks get lost in the mail. Right? That’s that’s revenue, right? It’s money. Uh, so digitizing that information, right. And capturing, uh, not only who it’s coming from and the amount and the, the micro line and all the information about that, but then making sure that that transaction gets deposited where it needs to go. You eliminate that risk or that pain when you have a digital mail platform. So again, critical documents, um, getting delayed or getting lost or left unsecured from a compliance standpoint, those are some of the biggest pain points that we hear from customers. Um, who, you know, are not sure or not familiar with digital mail per se, but how digital mail might be able to help them or benefit their business. Um, driving costs out and increasing accountability for the mail stream.

David Winkler: Um, when you look at your organization and how the world works nowadays, it is it is a new world of work out there. And legacy inbound mail processes just struggle keeping up with today’s mobile workforce. You have people still, even though I know we’re post Covid pandemic per se, even though COVID’s not gone, but a lot of people have returned to work, but they still have flexible work arrangements or they’re truly, you know, mobile workers, right? They’re traveling for business, etcetera. Um, digital mail is ideal for that problem. Um, and how do you get that information, whether you’re in an office for two out of five days a week and you’re working from home or hoteling the rest of the time. That’s something that we’re hearing as well, right? Is if you’re frustrated with not only lost misplaced mail, you don’t have any level of tracking or accountability. No audit trail to your mail, and you have a distributed workforce that you need to deal with. Um, these are all things that we hear from companies that are ideal for a digital mail platform.

Lee Kantor: Yeah, I would imagine. I mean, when you talk about it, it becomes obvious that this improves the speed to communication, which in turn improves the speed to action which everybody is for. Like no one wants us to be slower and take more time to do stuff that we can be doing faster. And this to me is a no brainer when it comes to, you know, the speed to take to make a decision because you have the information in the hands of the people who need it in the form that they need it as quickly as possible.

David Winkler: Precisely. And if you think about, you know, from a customer engagement standpoint, right. Um, customers are critical to businesses and how you engage them, how you fulfill them, the speed, as you pointed out, that you can do that, you know, servicing them, growing your revenue, you know, reducing your exposure of risk. And, um, you know, the handling and distribution of individual pieces of mail, you know, letters, orders, contracts, POS, you know, etc. many times represent a very weak link between you and the customer in that whole chain, right. So as significant time delays to look stuff up the handle paper, paper management costs, you know, they’re all barriers to cycle time and speed. So the more you can collaborate. Make decisions faster, more precise. Eliminate the manual and duplication and physical logistics. The happier your customer is going to be. You know, back to your point. It’s all about speed, throughput, accuracy, and it’s all about reducing that weakest link between you and servicing your customer.

Lee Kantor: Now, is there a story you can share that maybe illustrates this? Maybe share? You obviously don’t name the company, but share the challenge they had. And when they engaged with Takfiri, how they were able to get to a new level.

David Winkler: Absolutely. We have a very large personal injury. I think it’s the largest personal injury law firm in the country. Um, depending on a given week. Right. But, um, they, they dealt with, uh, numerous challenges of physical mail, not only the, the, the archives and things taking up precious real estate and space that they needed to expand to support, you know, additional attorneys, etc. but they were dealing with a high number of distributed. Offices I think 60 plus downstream locations from their headquarters. Um, they also dealt with multiple paralegals. Um, and, you know, turnover and that process as well. And so they were they were getting stuff lost, you know, literally in the mail. They were spending a significant amount of money in overnighting things between their offices or, you know, Fedex type expenses. Et cetera. And um, and they also had the issue of, you know, dealing with, um, criminal court systems between multiple counties and, and other, you know, differing states. So physical mail stream was an issue, but their, their electronic mail that came in via they would get stuff sent via emails with file attachments. Um, they would get stuff sent in via facsimile. Um, so this different information coming from multiple disparate sources. Um, and they, they really struggled with that. Right. And their costs were just difficult to control. And so they they engaged us to help digitize that. You know, we focused on the process first, followed by the technology enablement.

David Winkler: Um, and that really helped them get a really good handle on the baseline, on what it was costing them to process the mail. And then once we said, hey, here’s how we could intervene in this process and lean it out, so to speak, and make some tweaks to it. Here’s how we can, you know, centralize the capture of the mail. Um, the people that you had, you know, before they were doing their own scanning, but then having people manually key in information from, you know, at the index level and other systems, we showed them how we can automate that, how we can extrapolate that feed those ancillary systems directly, you can essentially eliminate that task, that step in the workflow and, you know, apply the automation intelligently, right. As you lean this process out. Um, so they’ve you know, they tell us today, they don’t know how they could operate without us. Right. Essentially. Now, fortunately for them, they were a client of ours, you know, about a year and a half before Covid hit. And when Covid hit, they immediately went into immediate, you know, send people home, right. Et cetera. Um, they tell us they don’t know how they could have done it right without this platform. Um, so they’ve seen clearly the benefits they continue to, you know, acquire and grow in their business and, and, um, very, very happy with, with, with the result. So we’ve got other clients that, um, you know, similar scenario where they’ve just been dealing and struggling with, the amount of paper based information and how they integrate it with the electronic information.

David Winkler: And we’ve got, like I say, companies as small as five employees on this platform. Um, and then we also have a very large transportation, uh, distribution company, a fortune 500 company that, um, literally shut down its corporate mailroom, uh, and is now gone entirely on a digital platform. And they absolutely love it. Um, they love it, especially to they’ve got they’re using it in the human resource area in HR. Uh, they’re using it in their accounts payable function. Um, so many, many different examples, which is really the nice, uh, nice thing about, uh, digital mail is the use cases, um, across industries are, you know, very common, you know, banking, financial services, using for account statements and account agreements, credit appraisals. We see health care organizations using it for insurance, application insurance, card, patient records, you know, paying your invoices, everything from prescriptions, etcetera. Uh, we’re seeing in the travel and hospitality, you know, invoices, itineraries, reservation confirmations, um, manufacturing. Really key. Right. Bill of materials, component catalogs, inventories, um, shipping tags, supplier lists, you name it. Right. The use cases are very, very broad. Um, so it’s very applicable across multiple industry segments. Um, because mail is one of those kind of those horizontal aspects that, you know, every business has to deal with it.

Lee Kantor: Now, David, if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the website? What’s the best way to connect?

David Winkler: Go to.com. Uh, Docu fr e com. Uh, our website, um, has all the information you need. You can, you can look at case studies on this. You can look at, you know, uh, information briefings, sheets, uh, very easy to, you know, click and contact somebody. And we’ll have one of our professional consulting executives, um, talk to you. We’d love to have a conversation with you. Um, we’ve even done webinars. I think there’s a recorded webinar out there on that, but I would direct them to our website is probably the best place to go. A wealth of information out there on this offering and what it’s capable of.

Lee Kantor: Well, David, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

David Winkler: Thank you. Lee. I appreciate the opportunity to speak with you today.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: David Winkler, Docufree

Joshua Silver With Rainforest

September 9, 2024 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Joshua Silver With Rainforest
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Joshua Silver is the founder and CEO of Rainforest, a Payments-as-a-service company which helps software platforms monetize payments and create robust financial experiences without needing to take on the burden of risk and compliance.

Prior to starting Rainforest, he co-founded Patientco, a venture backed healthcare payments company which provides a comprehensive patient payments platform to health systems.

For more than a decade, he was instrumental in scaling the company from idea-stage to maturity. He lives in Atlanta, GA with his wife, Aurora, and their two young children. Outside of work, Joshua is an avid international traveler and has been to almost 40 countries.

Connect with Joshua on LinkedIn.

What You’ll Learn In This Episode

  • How payments and embedded finance can drive revenue and enterprise value for SaaS companies
  • Best practices for SaaS companies adding embedded payments / embedded finance
  • Things to consider when choosing an embedded payments provider
  • How to make support/service a differentiator
  • How to scale high-touch support/service

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on Atlanta Business Radio we have Joshua Silver with Rainforest. Welcome.

Joshua Silver: Hey, thanks for having me.

Lee Kantor: Appreciate it. Well, I’m so excited to learn what you’re up to. Tell us about Rainforest How you serving, folks?

Joshua Silver: So rainforest is a payments as a service company. And what that means is that we help software companies add payment products and other financial services into their platform. And taking a step back, if we look at historically, small business owners had to get software from software companies, and they went and got banking services and other financial services from banks. And right now there’s a big trend going on where software companies are not only providing them the software, but also providing them the payment services and other financial products, and we are really the infrastructure provider for all of those services and to those software companies.

Lee Kantor: So for folks who aren’t using rainforest, are they just not offering payments or because they have to get paid in some manner?

Joshua Silver: Well, what we’ve seen historically is that most small businesses are using disjointed processes. They might be ringing up the customer, or they may be creating the invoice or the bill in a piece of software, and then they have a completely separate, disjointed payment system that they might have gotten from their bank, or they might have gotten from some other company. Really, what we’re doing is helping advance the cause of bringing these two together and creating a unified experience. The analogy I like to use is think about in the days before Uber or Lyft, you had to go through some booking process to get a taxi. You know whether that was hailing one on the street, if you lived in the city or calling one ahead of time, and then at the end you had a fumble with the payment process, whether that was cash, a few of them took credit cards. Now, with Uber and Lyft, it’s really simple. You have one application where you can book your ride, you can see all of your historical rides, and most importantly, at the end of the ride, you can just pay. And we enable lots of other software companies to offer those similar experiences to both consumers and businesses that remove that friction.

Lee Kantor: So how many SaaS companies are there?

Joshua Silver: Well, the analysts estimate that there’s over 10,000 SaaS companies in the United States alone, and the vast majority of them have some type of payments angle or payments need. Because most days, you know, most, most of the times, these days software companies have some type of financial component. And so our market is literally thousands and thousands of software companies, ranging from startups here, maybe in Atlanta, Tech Village or Atdc in the Atlanta area to grow and scaled companies that might already be processing billions of dollars of payments.

Lee Kantor: Now, can they be B2B, B2C? Does it matter?

Joshua Silver: So we service both markets. We process a lot of payments, for example, in the healthcare space. And so these are patients that are paying healthcare bills through some platform where we’re powering those payments. And we also do B2B. It could be any type of commercial field service provider. Or it could be anyone that’s doing B2B invoicing that needs to get those payments processed. So we do both B2B and B2C equally well, and we’ve invested a lot in our technology stack to be able to offer both credit card processing and bank rails like ACH natively in one platform. That’s one thing we actually do very differently than than a lot of our competitors.

Lee Kantor: So for the SaaS company, do they not have to have like another provider, like you’re just taking over that element and you’re just making it seamless for their consumer? Or do they still have to have relationships with like stripe or some of these other payment places?

Joshua Silver: So the great part about rainforests is it’s completely turnkey. The software company comes and signs up with us and does an integration into us, and we bring all the technology, all the banking relationships, all the money movement, the Reconciliation. And most critically, we also handle all of the risk compliance, fraud, all of the nitty gritty payment tasks that most software companies aren’t very familiar with because they’re typically in the business of building software, not running payments businesses. We bring and so to answer your question directly, we bring all of that to the table. They just use us. And they would fully, you know, if they had been using someone like stripe before, they would replace them. And if they’d been using a disjointed process previous to us, we would be able to help them streamline that with with just one vendor being us.

Lee Kantor: And then what happens with like issues with payment like, oh, their credit card, you know, changed or something happened and they’re, you know, that stopped billing them after a period of time that is your problem. Or you just have software that solves that problem for the customer.

Joshua Silver: So we do a lot of work to improve what’s called the authorization rates. That basically means that the percentage of transactions that get approved and go through, we do things like work with the card networks to automatically update those card numbers before they expire. We have, you know, information available at the time of the transaction for them to recollect new information, new card numbers if needed. So we it’s a fully technical solution. There’s no, you know, kind of human capital component of it, you know, calling people or trying to do collections. But we through a variety of electronic and automated means, help the software companies make sure that they get as many approvals as possible.

Lee Kantor: Now, for the SaaS company that you’re serving, is this something that’s saving them money? It’s saving them time. Like what is what what is it alleviating for the SaaS company?

Joshua Silver: So it’s actually providing them a really important new revenue stream. If you think about a software business, maybe in the mid-market, maybe they were doing $10 million a year in recurring revenue just through their their software business. By adding payments in many verticals, you can actually double the size of your business, so the amount of money that they can make from payments could take their business from 10 million a year to 20 million a year. And so it’s not saving them time or saving them costs. It’s actually generating a completely new revenue stream from them, because every time a payment gets processed, they make the software company makes a portion of that.

Lee Kantor: And then right now, they’re not making that because the payment company is making that.

Joshua Silver: Correct. Exactly. And so if you think about historically, banks and the other payment companies were the ones benefiting from those payments, and yet the customers are from the software company. And so our core belief is that if the software company is bringing the prospects and bringing the merchants to the table, they really should be the ones benefiting most from that relationship.

Lee Kantor: Now, is there a minimum amount of revenue that has to be coming through every month to make this make sense? Or is it? Pretty much everybody would benefit from using rainforest.

Joshua Silver: Rainforests primarily serves the middle market, which means that we would like customers to be platforms, to be processing at least 25 to $50 million a year in processing volume all the way up through several billion dollars. So it’s not often that we work with startups that are just taking their very first payment. There’s a lot of other companies like stripe, that have kind of done a great job with, uh, self-service onboarding and just getting going. But what we find is once you start to get some scale, your needs expand, and that’s where rainforest can come in and really help from an adoption perspective and help those platforms grow as they go from 50 million to 100 million to 3 to 500 million and beyond.

Lee Kantor: So that’s one of these situations where you might have started with one service provider, but you just outgrow it and you don’t realize it until somebody lets you know there’s a better answer out there.

Joshua Silver: Exactly. And we have received a lot of customer inbound interest because of high rates of dissatisfaction today across the payments industry. Historically, the payment processing industry has largely competed on price. It can be a very commoditized service. And with that, service has gone completely out the window. There really is no service to speak of in many of these payment companies. And quite frankly, software companies are fed up with it and ready to work with a provider that’s going to provide great service. And that’s one of the cornerstones of rainforest, is providing fantastic service to our customers.

Lee Kantor: Now, do you have any advice for other entrepreneurs that want to kind of lean into this, um, support and service as a point of differentiation? Like, what are some do’s and don’ts when it comes to, um, kind of leaning into that methodology and that way of, you know, that becomes your true north.

Joshua Silver: Well, I think it’s important for software companies to really figure out what’s what’s most important to them. And what we’ve seen is that the revenue they can derive from this the increased customer stickiness, the lower churn, better data, all of these things really contribute towards helping them have a really good positive experience.

Lee Kantor: But again, this is a situation where they started with one service provider and they probably thought it was a set it and forget it. And then they don’t have to think about it again. And then you’re coming into play and saying, hey you probably set this and forgot about it, but there’s a much better way of doing this. And we provide this kind of white glove service and support that you didn’t even know you needed or wanted until we came along. Like, is that a challenge for you to kind of communicate that, or are these people just hungry because they’re fed up with their previous provider?

Joshua Silver: No, in general, we have a lot of what we call hand-raisers people who raise their hand and say, I’m ready to make a change. I’m ready for new service. I’m fed up with the status quo. Um, they are typically not happy with the lack of transparent billing. They may be unhappy with the level of service that the, uh, payments provider is offering to their end customer, which reflects poorly on them. There oftentimes are a lot of technical integration issues. And so all of these are reasons why our clients come over to rain forest and kind of walk away from their other payments providers. They’re just really not happy. And so that’s the good news about our company. And I think why we’ve seen such tremendous growth in the last couple of years is because it’s a not only a huge market, but again, the levels of dissatisfaction are really high with the incumbents. And we come along, we’re able to provide great product and service, great commercials and economics and great customer care. And you kind of put those three things together and it’s a winning combination.

Lee Kantor: Can you share a story? Don’t name the name of the company, but maybe a company that was struggling before they connected with rainforest, and how you were able to help them improve their situation?

Joshua Silver: Absolutely. We’ve got we’ve got many of those stories. I’ll share one in particular that’s in the in the healthcare space. And so this was a platform for patient billing. And so the customers of this patient billing platform are hospitals and doctors offices and dentists and other physician groups. And they were previously working with what I’d call some of the legacy payment companies, the names you’d hear typically around Atlanta and Georgia, the Phi servers of the world, the FIS, the L’avons and Pcss, those types of companies And they just weren’t getting any service. And they had many times large hospitals that wanted to move the processing volume over to, to this software platform. But we’re having real challenges with getting the accounts approved because they have to go through certain underwriting processes and certain onboarding processes. And it was a real friction point. And even once they were able to get those merchants onboarded, even still at that point, they weren’t getting the level of reporting that they needed to be able to balance the books and reconcile payments. Enter and rainforest. We’ve completely digitized the onboarding experience. We can get those accounts live in a matter of minutes or in a matter of hours. And on top of that, we have solved all their reconciliation challenges. And so now they are able to go to their client base and say, not only is it easy to get started, the pricing is great, the service is great, but also all of the data really matches now.

Lee Kantor: So how difficult is it if I raise my hand and say, okay, Joshua, I’m in. Um, let’s switch me over. How does that onboarding and that transition take place?

Joshua Silver: We’ve done a tremendous amount of work to make the developer experience and integration really quick and easy, as compared to a lot of our competitors. We have clients who routinely sign a contract with us and go live in less than two weeks. That means they’re doing a full integration and launching a full white label payments product for their end customers in less than two business weeks. And that that we think is phenomenal and we’re very proud of that.

Lee Kantor: And then so what’s next for you all?

Joshua Silver: Well, we’ve had a tremendous amount of growth the last couple of years. We’re obviously going to continue that trend. We’ve expanded our sales and marketing and channel Teams. We are continuing down the path of some different partnerships that will help us scale distribution in a non-linear way. We’ve also done a ton of investments in the product itself, and we are very transparent about all of our product releases. And so I’d encourage everyone to check out our website at rainforest. Com. If you click on the product section you can see all the new releases we have. We’ve done things with 3D secure which helps prevent fraud. We’ve done things with Card Account Updater. We’ve done lots of other integrations with the card networks to really improve those authorization rates. And so we’re pretty excited about those recent launches.

Lee Kantor: So where is typically your point of entry. Is it through? Um, people just, you know, just looking to make some cost savings improvements or is this something that, you know, the techy people are saying, hey, check this out. There’s a better way to do what we’re doing. Like, where do you typically enter a company.

Joshua Silver: It can be one of two ways, as you mentioned. Sometimes it’s related to the technology teams saying, we really want a better solution. We need an easier integration. We need better support. On top of that, it can also be driven from the top as a strategic initiative. We see many private equity firms, for example, come and buy a software company, and one of the first three things they do in their playbook is to look at the payment strategy. They know after years of doing this, that payments has the opportunity to double the take rates for these software platforms to improve profitability and decrease churn, etc.. And so they are oftentimes coming and looking for better financial arrangements or better transparency in contracts, or even more ownership of the merchants that they brought to the table. And those are all areas where we kind of help right out of the box.

Lee Kantor: So is that an area where you’re focusing your marketing on private equity and VCs.

Joshua Silver: We do see a lot of our prospects are PE or VC backed. We also have some that have bootstrapped over many years and have built a very large book of business and are looking for a new home for it. So it kind of comes in all shapes and sizes, but we definitely have good alignment with private equity backed software platforms.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team one more time, the website.

Joshua Silver: Yeah, definitely reach out to us. It’s rainforest pay. Com that’s rainforest pay.

Lee Kantor: Com well Joshua, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Joshua Silver: Thanks for having me. Appreciate the time.

Lee Kantor: All right. This is Lee Kantor. We’ll see you next time on Atlanta Business Radio.

Tagged With: Joshua Silver, Rainforest

Yori Galel With Opus Virtual Offices

September 5, 2024 by Jacob Lapera

South Florida Business Radio
South Florida Business Radio
Yori Galel With Opus Virtual Offices
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Yori Galel is an accomplished entrepreneur who developed an exceptional product that provides small businesses with a platform to compete with their larger counterparts without incurring expensive overhead.

The virtual office concept existed prior to the creation of Opus Virtual Offices, but he wanted to create an affordable and complete office presence that includes live answering, a corporate address, and a local business phone number for less than $100 without any hidden fees.

This unique idea created the foundation of a product that has been used by over 50000 businesses worldwide. Yori’s mission has always been to provide smaller companies and startups with an outlet to compete with major businesses and have the ultimate office solution.

Connect with Yori on LinkedIn.

What You’ll Learn In This Episode

  • What a virtual office is
  • How a virtual office can help streamline a business and reduce overhead costs
  • What industries can benefit from a virtual office
  • How a virtual office can provide privacy for your home-based business
  • Professionalism on a budget (i.e. phone number, physical corporate address, virtual receptionist, mail handling)

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in South Florida. It’s time for South Florida Business Radio. Now here’s your host.

Lee Kantor: Lee Kantor here, another episode of South Florida Business Radio, and this is going to be a good one. Today on the show we have Yori Galel with Opus Virtual Offices. Welcome.

Yori Galel: Good morning. How are you?

Lee Kantor: I am doing well. I am so excited to learn what you’re up to. Tell us about Opus virtual offices. How are you serving folks?

Yori Galel: Sure. So opus virtual offices, we provide a complete corporate presence without the overhead, so for only $99 a month, our services include professional phone answering where we answer the phones live under the company name, a corporate address where we receive mail and packages, transfer the calls anywhere the client is. The program also includes phone and fax number local. It includes voicemails that converts to email faxes that converts to email. Some locations even have digital mail notifications, and many have conference rooms for meetings. So basically, it’s really the ultimate office solution because you don’t need the expense of a traditional office, and you can operate your business without a full conventional, traditional office.

Lee Kantor: Now, what type of individuals, businesses, entrepreneurs would kind of be the right fit for a virtual office as opposed to maybe a co-working space or, you know, a permanent office, like where what’s kind of that Venn diagram of where virtual office makes sense?

Yori Galel: So it makes sense for a lot of markets, actually, that’s probably our biggest challenge is to introduce it. Say that 97% of people that can use it don’t even know it exists. But we cater to from the small to the medium sized companies. So small company, let’s start with potentially Joe Painter that needs somebody to answer his phones while he’s on a ladder, painting a wall, or needs a package to be received. Needs doesn’t want to use his home address, but wants to have a full corporate presence on that end. We take it to the next level. If somebody wants to expand into a certain market and doesn’t want to have the overhead until he’s confirmed that it’s actually a good market. So potentially go. I mean, we’re all 50 states in Canada. We have about 650 locations. So the footprint permits people to test markets that traditionally they would have to pay quite a bit of rent for. We have international companies that come in and want the presence in the US will have attorneys that potentially are let’s use Florida, Florida barred and maybe have an office in Miami, but could expand into Orlando and could explain into Tampa, could explain to Naples, could have a full nice footprint throughout the state without creating, you know, tremendous overhead. So it caters to a lot of different markets.

Lee Kantor: So what was the genesis of the idea? Where did you kind of see the opportunity? What was was there something for you that was happening that you’re like, hey, this this might work instead of what’s out there?

Yori Galel: Well, we we operated it. We owned commercial real estate and we operate it. You were mentioning earlier co-working. We had co-working, executive suite type space, and people found that they were traveling. They were spending a lot more time outside the office and really didn’t need a full time office. What they needed is a full time presence. Um, having somebody assist them by answering their phones, receiving their mails, giving them an opportunity to have places to meet. So have the conference rooms, but after that, didn’t need to spend the money. One, but also didn’t need the actual office independent of the cost. So able to be anywhere in the world and still have an office in a certain market to develop a presence is, uh, something that as technology grew, I mean, we own a lot of our software and be able to create a seamless transition from a full time office into a virtual office.

Lee Kantor: So, um, so say I’m a like you described, I’m a painter in a local market, and I notice that while I’m painting, I can’t answer the phone. Obviously, when I work with opus now as an opus person saying, hey, this is when they answer the phone. This is, you know, Joe Painter, and then they just take a message. Or can they answer questions like what is kind of the scope of their, um, service?

Yori Galel: So we we have a variety of ways of addressing it. When, uh, give you the first part is, uh, you are a painter, you’re out there painting. If you do not have opus as your backup. Um, and I need my house painted, I will call and go straight to voicemail. I will call the next painter, or I’ll call the next plumber, or I’ll call the next electrician. I’ll call the next party planner. I mean, they’re just, uh, we’ll, uh, reach out to the next person because nobody actually answered the phone. So starting with, we will personalize, customize the way we answer the calls. The screen will give us quite a bit of information. When the call comes in, the screen becomes very customized and personalized to the client. So if the client cares to share some additional information as we’re running certain specials, or we are specializing in residential painting but do not do commercial either way, all that will come up. So the receptionist doesn’t just come out as a robot, but actually is, uh, very personalized and feels like it’s the personal secretary of that painter. Uh, when we transfer the calls, we transfer the calls to the painter. If he happens to be available and he answers, the system will ask him if he wants to accept or reject the call. So he knows it’s an office call. He sees the caller ID coming through of the caller. If he is unavailable, it can revert back to the receptionist who can take a message. But traditionally we’ll go into a voicemail that then converts to email. And the beauty of that for me is, um, not only do you get your message and you get to listen to it, but it comes in an email format which you can forward to someone else. So potentially you have multiple partners in a CPA firm. Everybody works from home, and you just want to share this client’s message. To get me taken care of. All you have to do is forward the email. So there’s a lot of advantages to it from a technology standpoint as well.

Lee Kantor: So then, um, so then the person answering the phone can answer some questions. They’re not going to be able to sell somebody something that’s not their role. Their role is just to capture this information and transfer it to the appropriate person.

Yori Galel: That’s correct. I mean, we don’t want them to go too far out because, uh, uh, providing the wrong information will kind of one shatter the image. And it’s a lot easier for our staff to when they reach a point where they’re unable to answer, we’ve trained them to go, I’m just the receptionist. Let me transfer you to somebody who can help you as opposed to saying the wrong thing.

Lee Kantor: And then for the person, you mentioned that coworking space a little bit. So if I do need an office, you know, once a month, once a quarter, I have access to an office or obviously that’s an additional fee, but there is a place for me to go if I need a office or a conference room.

Yori Galel: That’s correct. So you have access to you conference rooms within the specific office where you’ve, uh, acquired a virtual office. And in addition to that, you also have access to, let’s say, the top 15 cities in the country where if you may have an office in with us, a virtual office in Miami, but you can still use the Atlanta or New York or LA or Chicago office to have a meeting as well. So it expands your market a little bit. That’s not available in every single location. So if you were to go to Kenosha, Wisconsin, uh, you may not have the full service that you would have in New York City But for the key markets, even if you have a virtual office with us in a specific location, you can expand and go and have a meeting in a different market because you happen to be in that area. So then it’s for a nominal fee.

Lee Kantor: So my membership gives me access to other offices if I need it on a kind of a day by day basis.

Yori Galel: That’s correct.

Yori Galel: Not all 650, because some of them are not as equipped with it or do not have enough space to accommodate your entire client base. But the larger markets, being the top 15 cities in the country or largest, busiest cities certainly provide that. So by being a client in one location, you have access to others as well.

Lee Kantor: Now, is it difficult for you in these all the local markets that you serve to just kind of educate the marketplace of, hey, you don’t have to just use your cell phone as your office? There’s you know, this is a super affordable way to have a presence in the market and have a professional answering the phone for you that this is going to be a great benefit. I would imagine, like some of the painters aren’t really going to appreciate that unless they’re kind of educated about it.

Yori Galel: Right? I mean, our biggest challenge, I mean, yes, I mean, you mentioned painters. I mean, a lot of professionals. That’s probably our key market. A lot of attorneys, a lot of CPAs, insurance, um, you know, entrepreneurs of all kinds, um, use mainly the virtual office. But like you said, many of them do not know. And it is our biggest challenge, uh, going in through associations, uh, if it’s the American Bar Association or if it’s, uh, you know, SBA for being a small business association or, uh, a whole variety of markets just to promote and let people know that you can compete with larger companies. I mean, you’re talking about if you were to use a personal injury firm as an example or a larger firm offices throughout the country, and now you’re a smaller firm and a little more difficult. And if somebody gets injured in Orlando and you have an office in Miami, uh, you’re certainly not calling the attorney in Miami if you’re based in Orlando. Now that virtual office, for a few hundred dollars a month, you can have four or 5 or 6 offices, um, throughout the country, throughout the state. And you can really attract a certain market and still give them the service they deserve and the attention they deserve. So it gives you a lot of opportunities. So it makes us feel really good because we’re helping a lot of businesses as well.

Lee Kantor: Now, is there an advantage like maybe from a search engine standpoint, like am I going to have presence on your website locally in those markets so that my address comes up, as you know, that local Orlando address or the local Miami address so that I’m going to be found like in Google, my business locally there or things like that.

Yori Galel: You will.

Yori Galel: I mean, you actually getting a physical address with us in a physical presence. So it’s not like you’re going to be under the opus virtual offices umbrella. You’re going to be under the actual your own, your own company at that address with your own specific suite number. And you can certainly use it for search engines. You can certainly use it as a physical presence and you can let your clients know as well. Maybe they need to drop something off. Um, so there is actually, you know, presents. Well, so I dropped the keys at your office, so I dropped the contract at your office. Uh, there’s always somebody there, which is also nice. So, uh, you know, some people travel, some people will start working from the beach. I mean, you can do it from just about anywhere and still have the backup, knowing that you have staff that we manage on your behalf for a nominal fee, of course.

Lee Kantor: And then if if I’m not in that Orlando office, do you mail me whatever it is or are you obviously on anything digital or you can, um, I guess, scan and then send me the mail. Like, is that how that works?

Yori Galel: So, um, as far as mail comes in, uh, we set it up. We can certainly forward you the mail. Uh, we can scan the mail for you. Uh, we have in many of our locations now have what we call digital mail notification, where we basically take a photo of the envelope, uh, send it to you, and then you can give us instructions via the app or via an email and let us know. Uh, no. Destroy this. Please open and scan for me. I’ll pick it up later. If you’re local or, you know, include it in my weekly mail forwarding. Any of it is all available to you. So we find that a lot with international clients. You may be in the UK and you have an office with us in Chicago, and a piece of mail comes in that you need it. Uh, forwarding it is going to take way too long. So you have the option to ask us to just can you just open and scan it for me so I can see what this is all about? And certainly we can do that for you.

Lee Kantor: Now, when you started this, when did you kind of get the the feeling like, hey, this is really going to be a good service because I wouldn’t imagine you didn’t flip a switch and all of a sudden you had hundreds of these things. You probably started and then it expanded over time. Can you share kind of that aha moment for you where you’re like, hey, this is going to be something that’ll be scalable.

Yori Galel: Uh, well, it started locally in Florida and then expanded slowly. But as we originally were, partnering with certain locations in certain markets and utilizing their space found the need for it. But the biggest moment was Covid. Um, you know, as much as, uh, people were either furloughed or let go and needed to do something. So everybody decided to start their dream job, right? An opportunity for $99 to explore, an option to maybe start a business they always wanted to start. And prior to Covid, people were not. I mean, our client base did not really share with their clients that they were in a virtual office. It wasn’t so accepted to work from a virtual office. Uh, maybe didn’t make the company so legitimate. So none of our centers actually said virtual office, and it actually only had suite numbers on it. So if you stop by, brought a client and you can create your own illusion any way you wanted to, uh, Covid made, uh, working from home acceptable, of course, that people had no choice and post Covid it became a trend. So a lot of people are working from home now. And um, that helped create quite a bit of opportunity for people to now expand into a virtual office and not have to pay crazy rents, um, either for the short or long term, depending on their business. And, um, so I’m not exactly sure if there was a aha moment where we just said, ah, this is really going to benefit. We always knew we would benefit with just, uh, the volume of people that are actually coming in now is, um, grown quite a bit just because of people accepting the fact that you can work from anywhere and still provide a good service.

Lee Kantor: And that $99 a month price point is that’s much lower than other your competitors, I would imagine, in local markets.

Yori Galel: Right. So so we are probably the most competitive for the all inclusive. We make it up in volume. But the idea behind that is we want to treat people the way we want to be treated. And what that really means is to run an all inclusive, not have any limits on the number of calls, not leaving limits on number of mail, not any limits on number of voicemails, really, uh, create a number and not nickel and dime our clients. Um, and we also even go further than that. We don’t do the 12 month agreement. We do a short term agreement. So we do a three months and thereafter it’s month to month. And the way we feel is, uh, if it’s right for you, you’ll stay. And if you need to leave, just tell your friends how great we are. And that’s much more important to us than obligating you and sticking you to a contract where maybe your business plan has changed. Maybe you’ve absorbed by a different company. Uh, there are so many different reasons why you may need to leave us. And, uh, we don’t want to obligate you to that. We prefer we have clients that have returned after, you know, for multiple types of businesses. We have clients that are with us for over ten years and it’s fine too.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the best way to connect? Is there a website?

Yori Galel: There is a website. Opus. Virtual offices. Com or opus. Vo com. Um, certainly. I mean, the website is pretty informative. A lot of videos, a lot of information on there. Certainly follow us on social media as well. But uh, and then from there our team can jump in and, uh, explain. The enthusiasm is pretty contagious here. So everybody feels pretty strongly about the product.

Lee Kantor: Well, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Yori Galel: No, no, thanks for sharing it with your listeners. I think a lot of them could benefit. And thank you for your time.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on South Florida Business Radio.

Tagged With: Opus Virtual Offices, Yori Galel

Bradley Hamner With BlueprintOS

August 19, 2024 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Bradley Hamner With BlueprintOS
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Bradley Hamner is a Business Growth Coach. certified Value Builder, creator of The Rainmaker to Architect Assessment, and host of the Above The Business Podcast. Each week, he shows other entrepreneurs & business owners how to install the systems, processes, and routines their business needs to grow and scale. The ultimate outcome? Business owners have a successful business that creates the freedom and flexibility they desired from the start.

He started his first business in 2009 with no customers, no leads and very little cash but he did have a desire to win and succeed. After being successful early in his career in sales, he believed that his ability to be the Rainmaker for the business would be enough to grow and scale. That however, proved not to be the case.

From 2009 – 2014 after seemingly working around the clock. With young children at home, endless rescheduled appointments and tee-offs, and hitting an invisible barrier to personal and business growth, he knew something had to change.

After a stress-related health scare at the age of 34, this change finally happened. Bradley began to build himself first as a leader, and then he focused on re-structuring his business. He learned how to “architect” the business to work for him, not the other way around. This led him to designing the ultimate operating system for business owners – BlueprintOS. This framework has empowered business owners to move successfully from rainmaker to architect in their business.

Connect with Bradley on LinkedIn.

What You’ll Learn In This Episode

  • From rainmaker to architect of your business
  • Working on, in & above the business
  • Leading yourself first
  • Mindset, skillset & toolset of a visionary entrepreneur
  • Models, frameworks & tangible concepts that saved my business (and him)
  • Structure, process & routine and why they push against it
  • How to create winning playbooks & where to put them
  • BlueprintOS: the operating system your business needs to grow & scale without you

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show, we have Bradley Hamner and he is with Blueprint OS. Welcome.

Bradley Hamner: Lee. Thanks for the opportunity to be with you.

Lee Kantor: I am so excited to learn what you’re up to. Tell us about blueprint OS. How are you serving folks?

Bradley Hamner: So we help business owners and entrepreneurs go from being the rainmaker of their business to where everything is dependent upon them, to help them to become the architect of their business. And we can get into the five milestones of what that specifically means to become the architect of your business. Obviously, that’s been my own journey. I was the rainmaker. I became the architect of my business, and that’s what we help entrepreneurs to be able to do today.

Lee Kantor: So what is your backstory How did you get involved in this line of work?

Bradley Hamner: My dad is a farmer, a small business owner himself still to this day, and I picked up from my dad. Really, I caught it. I wasn’t taught it, per se, from my dad. Um, just the value of hard work. And so I brought that in. I had a couple of corporate jobs, um, out of school from Auburn University and then ventured into entrepreneurship in 2010. And I brought in sales skills and the value of what it means to actually work hard that I picked up from my dad. And that’s exactly what I needed initially to get lift in the business. I think a lot of your listeners can understand that. I mean, you just it’s just embedded in who I am to be able to work hard. And it worked up until the point that it didn’t. In 2015, I burned out and thought I was having some heart issues. I wasn’t having heart issues, I was just having panic attacks. But I didn’t recognize that at the time and knew I needed to make a change. And it wasn’t really until a few months later, I was in Toronto, actually at a program called Strategic Coach. And there’s a book now out about this exercise that we were doing called Ten-x is Easier Than two X. And the guy that I met was a financial advisor.

Bradley Hamner: And so I guess I had it in my mind that he was probably doing half 1 million to $750,000 in top line revenue. And so when we do this exercise, he said, well, last year I did 40 million top line and made 5 million personally. And I was like, wait, what? That’s not what I expected. And he said something I’d heard for years, which was, you know, look at systems and processes and you’ve got to have a good team. And I said something smart back to him, uh, to the, to the tune of like, I’ve heard that so many times before and nobody ever shows me what that actually is. And so he said, I’ll show you at lunch. And he did. And that that changed everything. And so I finally went back and for the first time, instead of hearing a good idea about actually building that, I started to do it. And so ultimately, instead of everything being dependent upon me, I became the architect of my business. Of course, I didn’t realize that that’s what I was doing at the time. Um, and so turned the business around. And that business has been growing and profitable, um, ever since. And that’s what we share with other business owners to be able to do today.

Lee Kantor: So what were you doing prior to what you’re doing now?

Bradley Hamner: I was doing everything. I was doing everything in the business. I mean, everything was really dependent upon me. The business was really hand-crank, I think.

Lee Kantor: But what was the what was the business?

Bradley Hamner: It was an insurance agency.

Lee Kantor: So you you were an insurance person. So you were, you know, the face of the insurance agent. You were meeting with people. You’re trying to sell people. If they have a problem, you’re trying to fix the problem. You’re it. You’re kind of the, you know, wearing all the hats.

Bradley Hamner: I was wearing all the hats. Air traffic control emails would come in to me. I would respond to them. Sure. I had a team, but at the end of the day, the business had grown, had outgrown me. And that’s why I say that it was successful and it worked up until the point that it didn’t. And so as the business was growing, I just expanded my time. And so it went from five days to six days to seven days to, you know, effectively around the clock, you know, rushing home to eat dinner, immediately, flipping open the laptop to be able to respond to emails, waking up early the next morning to try to be able to do the exact same thing. And, you know, a few months, even prior to me having those panic attacks for the first time, I was in Disney and I was responding to customer emails, and I was running a team meeting from Disney. Uh, the Disney Yacht Club even have a picture of that. I had two laptops up because that’s that’s what I thought I needed to be doing. And, you know, I kind of wore that as a badge of honor as well is that, you know, this is just what what it takes. This is what I’m supposed to be doing. Well, you know, I burned out and it was just too much. And so I needed to make a change. But it wasn’t immediately. It wasn’t immediately evident to me what I needed to do to make the change until I made my way to Toronto.

Lee Kantor: So you go and you talk to this person who obviously is walking the walk. Um, and he shares with you a way to build processes and kind of let go of some of the things that you had taken ownership within your organization.

Bradley Hamner: Yeah. I want to be clear. He actually what he did do is he actually at lunch shared with me, I don’t know, it was maybe 5 or 6 documents that he had built. And he said, Bradley, I got my business out of my head. And there’s a few things, Lee that stood out to me about that time. I think it was also just kind of where I was. You know, I thought about leaving entrepreneurship and going back into the corporate world. I’d even explored what that would possibly look like. So I really was considering leaving entrepreneurship because I was so frustrated with kind of where things were. But I remember specifically the the documents that he shared with me, just how well organized they were, how beautiful they were, how easy to understand they were, how well structured they were. And he said, look, this is what it looks like. And there was something about that in that moment for me. Maybe it was also that I had in my head what I thought he was doing, revenue, etcetera. Um, and then for him to say, you know, we were doing 40 million. It just it was such a, such a day for me. I don’t really remember anything else about that day except for that. And so it was really on the plane ride home that I said, okay, I got I got to start to, to do this. I’ve actually got to start to put pen to paper. And I mean, specifically what it means is, you know, actually go to a Google document and write down, okay, what do we actually do? How do we onboard customers? How do we onboard a team member? I didn’t have I didn’t have anything documented.

Bradley Hamner: I’d been in business successful successfully for, you know, five and a half years up to that point, we didn’t have a document for our sales process. What was our marketing strategy? How we onboarded customers, how we handled in that business at the time, how we handled claims nothing was documented, nothing how we ran appointments, and we were just winging it. And ultimately it was all in my head. And, you know, I know business owners can relate to this. You, you know, you you train. I mean, I certainly would train my team members, but I was training them different every single time. I didn’t I didn’t go off of a document and say, okay, now let’s next time I forgot to do this. And so next time we’ll do this for the next for the next person that we bring on board. We didn’t do any of that. It was just it was just day to day, day to day, day to day. We were not building any assets into the business. And so what was happening is, you know, you bring on a team member and they get up to speed. And it took them longer to get up to speed than it should have. Um, but eventually they do. And then guess what happens? They leave. And then what happens then? You got to do it all again, because all that intellectual property walked out the door and I just was getting tired of it. And so there was something about just seeing that documentation, the way he laid it out that I finally said, okay, I’m actually going to do this instead of hearing it, I’m going to do it.

Lee Kantor: So then did you just take his five pillars and just say, okay, these are now my five pillars, and I’m just going to kind of work through each one of them and build out processes and systems for each pillar.

Bradley Hamner: No, not at all. He didn’t he didn’t share with me five pillars. I mean, he just that’s why I said he shared with me roughly like five or 6 or 7. I don’t actually know how many documents. He didn’t have any principles. He didn’t have any. He just was pulling up word documents and kind of showing them to me and like, look here, this is how we onboard customers. This is how this is our sales process. This is this. And he was just flipping through them, you know, and I was like, oh, okay. That’s actually what it looks like. I’ll give you an analogy. Like I play golf in college and played at UGA for two years, University of North Alabama. And then I transferred to Auburn, and I lived with a couple of guys on the team, and there was a, um, Lee Williams, who was a two time Walker Cup, um, golfer at Auburn University. He ended up playing on the PGA tour for a period of time, and I played with some really good players over the years, even in just junior tournaments and amateur tournaments, and Lee was on such a different stratosphere in terms of quality of player.

Bradley Hamner: He was an All-American, I think, even a multi-time All-American. And but the thing that I would notice about Lee was the amount of time he practiced and whenever it would be on a Saturday before a college football game at Auburn, which is obviously a big deal, he was on the range, you know, uh, hitting balls. And then he would go work out, then he would come to the game, and then Sunday morning he would go work out. Then he would go to church, and then he’d go back out and hit balls again. And it was like this idea of like, oh that’s what it actually takes. I mean, you hear stories you know about Steph Curry Kobe Bryant LeBron and and their incredible work ethic. I think there was something about that moment for me that nobody had ever seen for the five years prior to that. People had talked about that. You need to have systems and processes, but nobody ever showed me what it looks like. And he did. And that was a forever changed moment for me because the bar was raised just like it was whenever I was watching Lee Williams become an All American in golf.

Lee Kantor: So it wasn’t necessarily what was on the paper. It was the fact that there was paper and there was a playbook and there was detail. That was really the epiphany moment for you that says, okay, this is what I have to do in order to raise my game. I have to get this kind of granular and this precise when it comes to messaging and mission and training and all the different aspects of running a business.

Bradley Hamner: Yeah, 100%. There was nothing. I don’t recall even a specific thing on any of the pages, but I remember how beautifully documented that they were and how easy they were as he was like, look, this is this is how we do this, and this is how we do this, and this is how we do this. And I don’t remember anything that was on the document, but I remember saying like, oh, that’s actually what it takes. I mean, his sales, his sales process document was, you know, 25 pages. And I was like, oh, okay, that’s what it takes. Whereas before I was, I thought it was like a, you know, maybe a page or page and a half type thing. And he was like, no, this is everything that we do of how we sell it. These are the scripts. This is the process. This is the visual aspect of it. I was like, wow, okay, that that makes more sense to me about how you actually get a company from him being an individual, um, you know, financial advisor to 40 million and and look, I’ve, I’ve never set the goal of getting a company to 40 million. I think that’s, you know, beside the point. But that actually shared with me. That’s what it takes. That’s what it takes. If you actually want to want to scale a company.

Lee Kantor: So then let’s talk a little bit about your, um, blueprint operating system. What are the tenets of that. Yeah.

Bradley Hamner: So there’s really five milestones that it means to become the architect. And so both when you become the architect of your business, it is first and foremost an identity shift. You start to see yourself differently. See, that was the journey that I went on. Yes. I ended up sitting in front of my computer and actually typing out what our process was like, what our marketing process was like, how we got leads, etc. yes, I did that. But the bigger thing was first how I saw myself instead of seeing myself as the doer of all the things, or the person who’s all knowing of all of it. My job was to be the architect, to first design it, build it, and then install it in the business. So that’s the first thing is it’s an identity shift. You see yourself differently and you start to see things in the business differently. Some of our members, they start to consider and they’ll even have the vernacular to them, themselves and the team of how can we go about architecting this? Okay, what if we were going to build it? What would it look like? And so that’s the first thing. But the five milestones are this. And I’ll go over them kind of super high level quickly and then leave. You want to ask me about any of the five. We can certainly do that. So number one you got a business doing over $1 million top line revenue. 91% of small businesses never cross a million and top line. And so for a lot of entrepreneurs and small business owners, it is a huge goal of theirs. It’s aspirational to get their business to a million or more in annual revenue. Number two, it’s not enough to just be over a million.

Bradley Hamner: But you want the thing to be growing and profitable. And so as a bootstrapped entrepreneur, we have to balance both growth and profitability. If you take on outside investment, Um, then it’s different. They look at they look at growth beyond anything else because the reality is they can they can fuel that business with with more cash as long as it’s growing. But for a bootstrapped entrepreneur, they need it to be both growing and profitable. And we call that the rule of 40. So number one, you got a business doing over a million. Number two, it’s growing and profitable. Number three, if you’re doing that and burning yourself out, what good is it worth? So we encourage our entrepreneurs to take 12 weeks off in a year so you can rest and recharge and actually be better in the 40 weeks during the year than if you’re trying to work around the clock. Number four, you have an executive assistant or E to help you buy back your time so that you can focus on the things that actually accelerate the growth in the business and do more of the things that you love and less of the things that you don’t and probably aren’t good at. And then number five, you actually have upgraded your operating system. You’ve actually installed an OS, what we call blueprint OS. So the business is not running on you. It’s actually running on something independent of you. So there’s five again. Ah, got a business doing over a million. It’s growing profitable. You’re taking off adequate time. You’ve got an E to help buy back your time. And you actually the business is running in an operating system outside of you.

Lee Kantor: Now in your. Are you do you still have the insurance business or are you now just doing the blueprint OS.

Bradley Hamner: Yeah, I do have I do have it. It’s actually one of the five companies that that I still own to this day inside of a portfolio.

Lee Kantor: So um, and for the blueprint OS, who is that ideal um, member for you?

Bradley Hamner: Yeah. Great question. Half a million in revenue to 3 million in top line 2 to 2010 members. And someone who really wants to grow and wants to grow can look like a lot of different things. A lot of business owners will say things like, you know, I just want to grow I want a thriving business. Some of them. It’s growing top line. Some of them it’s become more profitable. Some of them is being able to take more time home, uh, take more money, uh, home themselves. And some of it is, uh, to be able to spend more time with their family and doing things that things that they love. So if you’re doing, you know, half 1 million to 3 million. Top line, I really know that space. We really know that space really, really well. 2 to 20 team members and and you know, Aspirationally really want to grow.

Lee Kantor: And then um, are they in any type of industry or are they anywhere in the world, like how do you deliver the learning.

Bradley Hamner: Yeah. So first of all, we’re agnostic to the to the industries. And that’s by design. So certainly we have people that are in uh, the insurance agency space. But we think and maybe it was my experience in other programs I’ve been a part of that has been really helpful to that. I think industry specific programs are great. Um, but getting around other people who can hear a concept and thinking about it differently in a different industry than you. I think is incredibly valuable. So we’re not niche down into a specific industry. And then secondly, we are together 38 out of 52 weeks in a year, 36 of those weeks are on zoom. Um, so we do 30, uh, what we call implementation sessions weekly on Tuesdays. And then we do some spotlight events where we bring in guest speakers. We just had Dan Martell speak at our event a couple of weeks ago. Um, and he he was fantastic. So we do some quarterly events for our members, and then we get together twice, twice a year in person in the spring and in the fall. We’re actually going to, uh, Big Cedar Lodge in Missouri, uh, coming up in about eight weeks. We’ve been to Destin, Kiawah Island, Scottsdale, um, things like that. So yeah, we’d love to be able to get together at least twice a year with our members.

Lee Kantor: So when somebody begins like, what does that look like? Is there some one on one coaching or training or is there you just give them information and Go read up here. Here’s your pre homework before we get started. And then you just start going to the the zoom calls.

Bradley Hamner: No we we we onboard people pretty intentionally. We don’t just throw them into there’s so much content in our learning management system that if we just opened up all of our content. Um, I know business owners at that level. They’re they’re hungry, ready to grow. And so there’s a balance that you have with giving them enough content but also not giving them too much. So we we think we have a really first class experience in the way we onboard people so we can take them through a really small, uh, small group cohort on a monthly basis. All the new members that, that, that come on board, they all go together in a, in a small group cohort and we take them through a four step growth track. And then once they’ve gone through that, then we get them access to our weekly, uh, our weekly implementation sessions, and then they start to unlock more of the online content that we have as they’ve completed some of the other ones. So it’s a both a combination. And we think the combination of it works the best. It is absolutely not just a digital course, the digital course component. A lot of people want access to our playbooks. I mean, the way that we have our operating system set up is that they just want access to our playbook templates. And so, um, they obviously have access to that at all, all, all the time. And then we just go through all the playbooks throughout the year. And so it’s a combination of our community being live on Tuesdays as well as online content.

Lee Kantor: And is there any type of support outside of those weekly calls like if they have a question or something comes up, or do you rely kind of on your cohort in the other community members for help or its combination?

Bradley Hamner: Yeah. So in addition to me, we have a couple other associate coaches that are blueprint OS certified coaches. We obviously have our community, so our community lives in the same place that our content lives. And so we’re, you know, people are active in there on a weekly basis asking questions. Somebody just asked a question earlier today, as a matter of fact, about kind of the recruiting system. They wanted to get some feedback on their, um, system that they have for recruiting. So I’ll chime in there and give them feedback. Our coaches are available. They have some open call time. Some like office hours, so to speak, and then and then sometimes people connect with me. Our members connect with me one on one. Uh, via voxer.

Lee Kantor: So what do you need more of? How can we help you?

Bradley Hamner: You know, I my job here is just to be able to get the message out of going from being the rainmaker to becoming the architect of your business. I mean, if people get nothing more out of this, my hope is, is that they start to see, you know, the movement that we’re on is to help more people become the architect of their business. And if they start? First, start with that identity shift to me. Then that’s that’s my mission is to. Help more people to become instead of having a business that’s suffocating and. You know, just solely reliant upon them. I think at the end of the day. Business owners got into this for some level of freedom and flexibility. And my. My belief, my, our, our kind of core belief is to be able to get that that you started your business for freedom, flexibility, income, potential is I think you need to become the architect.

Lee Kantor: And then is there a way for listeners to kind of sample this before kind of going all in? Is there some resources or anything you have that a person can kind of get an idea of, you know, the look and feel before they commit?

Bradley Hamner: Yeah. For sure. Um, you know, you understand, you hear somebody on a, on a podcast and for the first time and it’s like, yeah, I kind of conceptually get that. But you know, where where do I start? So we’ve put together a starter kit. We call it the Rainmaker Architect Starter Kit. So they can go and check that out. Go to blueprint os.com/assets, blueprint os com forward slash assets. And then they can opt in and get access to our starter kit, which is actually on the same platform as the rest of our content and our community. And so yeah, they can go and check that out. And I’ve got a bunch of different downloads inside that mini course, as well as a little over an hour of content from me walking people through that.

Lee Kantor: And you have a podcast too?

Bradley Hamner: I do, yeah. Um, so I have a podcast we’ve had for, gosh, about four and a half years. It’s called Above the Business. We think that sessions like this, um, are whenever people are able to get above the business. We love what Gerber has done, where he’s shared with us in the book E-myth about don’t just work in it, work on it. I agree, I think there’s a third dimension as well and that’s to be able to get above the business. And so that’s the name of my podcast is above the business.

Lee Kantor: And then what kind of content can people find there.

Bradley Hamner: Yeah. So I do interviews like this on Mondays. And those are 30 to 45 minute interviews with, gosh, we’ve had some incredible guests that have been able to come on. General Stanley McChrystal has come on. Cameron Herold has been on the podcast we just recorded, obviously, with Dan Martell has been on there. So we’ve got about 250 or so interviews, maybe 300 actually at this point. And then on Fridays, I drop a 5 to 15 minute solo episode with kind of a mindset, a skill or a tool, um, that people can take away.

Lee Kantor: And can you share for our listeners, maybe a story of somebody who’s gone through the program and maybe you don’t have to name what their business is or who they are, but just the challenge they were facing when they came into the program and how you helped them get to a new level.

Bradley Hamner: Three female founders that were just excellent at what they do. They own a behavioral therapy company their very first year 2019. They had a had a dream and had a vision. They all kind of collectively left where they were working at the time. In their first year in business, they did cumulatively $90,000. And they, as they have admitted to, they really knew nothing about business. And over the last several years and working with them of can I helping them go from being the rainmaker to the architect of their business, they’re doing over 100 and 110,000 a month now. They’ve been able to, you know, impact the lives of, you know, just ten times, maybe more than that, and the lives of families around the, the Huntsville area and school, school kids to be able to be more successful and just to see their own success of them transferring from, you know, what, they knew that they were really good at, but then actually being able to build a true scalable business around that has been awesome to work with them and and to see their growth and the impact that they’ve been able to make because they’ve all become the architect of their business.

Lee Kantor: Well, Bradley, thank you so much for sharing your story today. You’re doing such important work. Um, we really appreciate you. What? One more time before we wrap the website to learn more or to connect with you.

Bradley Hamner: Yeah. Blueprint os.com/assets. Blueprint os com forward slash assets. They can get access to the Rainmaker Architect starter kit. And yeah, we’d love to connect with people.

Lee Kantor: All right, this is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: BlueprintOS, Bradley Hamner

Shavonne Reed With OPUA Agency

August 19, 2024 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Shavonne Reed With OPUA Agency
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Shavonne Reed is a marketing and communications expert, a Self-Advocacy and Confidence Coach and a public speaker. She is the CEO & Founder of OPUA Agency, a boutique health marketing communications firm on a mission to educate, mobilize, and empower Gen Z to develop healthy lifestyles.

She is also the founder of Future Health NOW Foundation, Inc, that works to improve health and financial literacy in underprivileged communities by providing programming to increase awareness. She also hosts a bi-weekly podcast titled “Future Health NOW” with special guests in the healthcare sector.

After a successful career as a global marketing executive she pivoted into her purpose to inspire and encourage others through inspirational storytelling that recharges others into action for positive behavioral change, elevates their careers and amplifies their presence to thrive in business and in life. She has been instrumental in designing successful global product launches, employee wellness and engagement programs, and executing million-dollar marketing and advertising budgets.

She studied mass communications at the University of West Georgia, completed post bachelor studies in marketing at Georgia State, and received her MBA from Georgia Southern University. She  is also the author of “Ugly Duckling: What You See Is Not What You Get,” a book that details strategies to show up and stand out and stand for change in your organization and in life.

She is active in her community as the ‘21 Dunwoody Perimeter Chamber Chair. She is a mom of two Zoomers, a puppy son and a devoted wife. She is a native of Atlanta and believes smiles, love, and laughter are the best medicine in life.

Connect with Shavonne on LinkedIn.

What You’ll Learn In This Episode

  • What work does OPUA Agency do
  • About Future Health NOW Foundation, Inc and the corresponding podcast
  • Her main goals as a speaker and within her work with these organizations
  • Her work with the CDC Foundation and her How Right Now Campaign

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show, we have Shavonne Reed with Opua Agency. Welcome.

Shavonne Reed: Hello. How are you today, Lee?

Lee Kantor: I am very excited to be talking to you. For folks who aren’t familiar, can you share a little bit about your firm? How are you serving folks?

Shavonne Reed: Absolutely. So I’m with Opua agency. It stands for Optimistic People, Unified for awareness. And we’re all about helping people to think about the marginal decade of life and how their future health starts now. So we focus on behavioral change and making sure that everyone is kind of informed about how their behaviors today will affect their future health in the future.

Lee Kantor: So what’s your backstory? How’d you get into this line of work?

Shavonne Reed: Well, I spent more than 20 years in corporate in the healthcare space and always had an affinity for just the healthcare industry. And I pivoted outside of corporate and saw quite a bit of things happen in my personal life. My mom ended up passing away from several diseases that were preventable. And just as the pandemic hit, I noticed that I was not necessarily prioritizing my health as much as I should have been, and then also saw that in my Zoomers. And so I wanted to affect change in the world, and that became my heart’s work and my legacy in the building.

Lee Kantor: So now in your agency, are you working with corporations or are you working with entrepreneurs, like who is the ideal profile for your ideal client?

Shavonne Reed: Yeah, so we love to work with mission driven organizations who are looking to stand up marketing communications that will have a call to action for behavioral change. So think chronic disease prevention and health promotion.

Lee Kantor: So you’re working with the corporations so they can share that information with their employees. Is that what you’re doing.

Shavonne Reed: So we do have an internal communications arm that really focuses on workplace wellness. And we also have an arm that focuses on direct to consumer communications.

Lee Kantor: So let’s talk about that. Any initiatives in that area you can speak of.

Shavonne Reed: Oh yeah absolutely. So right now we’re working with the CDC Foundation as a communications partner for the How Right Now campaign, which is an evidence based campaign that is targeting school teachers and school staff in the K-12 school systems. And what it really is all about is helping them to build resiliency and have awareness of their mental well-being. A lot of times they are just really focused on the students and getting the work done. But they’re not necessarily focused on making sure that they take care of themselves. So as part of this campaign, what we’re doing is really pushing them to make their own wellness a part of their daily lesson plans and highlighting ways that they can actually prioritize self-care. How can they make sure that they are, you know, tending to their mental thoughts and things of that nature? So that’s how we are actually helping right now. And so we recently held the Empowered Ed Project Summit, where we were speaking to school teachers and staff and brought in specialized thought leaders and experts who brought amazement and stories of resilience and encouragement just to really hone in on how to leverage the tools of the How Right Now campaign to just drive mental health and well-being.

Lee Kantor: So can you walk us through what it’s like to create a campaign like that for the CDC? So potential corporates out there that are doing work that might be able to hire. You can understand what. So like, did the CDC Foundation come to you with this challenge? Did you start working with them and start brainstorming different initiatives like how did this come about and how did you help them, you know, execute?

Shavonne Reed: So actually, the How Right Now campaign is a long standing, evidence based campaign that was led by an elite researcher by the name of Amelia Burt Garcia at Newark University of Chicago. And it started back in like 19, I mean, 2019, just as the pandemic was hitting. And, uh, so they actually, you know, did all of the background work, did all the research, social listening and surveys to just really understand what, um, the challenges were from a mental health capacity. And initially it was more of a global campaign that had a broader audience. And so in this iteration of the campaign, we’re focused focus solely on school teachers and staff because based on the research, we found that they are the ones who are actually really stressed out, and they’re up against a lot at being asked to do so much more with less. And the idea is to really make sure that we have a variety of channels, that we’re actually reaching the audience to get them kind of, you know, prioritizing this mental thought process of their overall well-being and self-care. So we’re incorporating things such as TikTok, Instagram, videos, going out to do speaking. I actually had the opportunity to go to the Newark Board of Education and facilitate a workshop at their annual women’s conference, and so really just building up the momentum during Mental Health Awareness Month, we actually did a full activation.

Shavonne Reed: And right now for Back to School month, we’re doing a huge activation and incorporating, um, influencers to just really help us to amplify this message and get it out there in all kinds of cool ways, on every level, so that the teachers and school staff know that they are very much appreciated. They’re not in this alone, and we understand just what they’re going through. And it’s really a hard and tough space to be in, because everybody is looking to them to be more than just a teacher. Right. We know they are being looked upon as a confidante, as counselors and so many other hats that they play. And they even played a special role in my life growing up because I had a ton of adverse childhood experiences, and it was the teachers that really poured back into me and helped me to see that I was something and someone that was worthy to, you know, be here and to thrive in life.

Lee Kantor: Now, how did the CDC Foundation ask you for something that’s measurable to say that, okay, this campaign is working. We should do this maybe in more verticals or like, how do you kind of measure the success of a campaign like this?

Shavonne Reed: Yes. So as part of our. Activation campaign periods, what we’re doing is collecting metrics. So that would include things like impressions. How many people are actually seeing and getting exposure to these messages. Also, how many people are actually engaging with our communications on the various platforms and how are they accessing the tools that are available. So we have everything from toolkits to resource lines to guides, resources that can actually help them to bring all of this to life and make it tangible and valuable, so they can know exactly what to do with it. Um, something as simple as meditational practices. So as part of the summit, we actually recorded all of our sessions, and we have those available now online so that folks can actually get the message and, you know, really just indulge because like one in particular was featuring, uh, a thought leader by the name of Keisha Ferguson, and she led us through a ten minute meditation moment. And it was so powerful because when you just be still and you activate in gratitude, you just don’t realize how wildly your thoughts can run all over the place. And this gave us a chance to just really sit in silence and mind our thoughts and listen to the words and the guidance that she was giving to us. And so that’s one of the things that we are, you know, tracking to see how many people are actually watching those videos, how many people are downloading the resources and actually visiting the website so that they can, you know, tend to the mental well-being of themselves and making it a part of their daily practice.

Lee Kantor: Now, how has it been for you as an entrepreneur, kind of making this change from your more kind of corporate past to the entrepreneurial present? Was that a difficult transition?

Shavonne Reed: Well, I will say it wasn’t necessarily a difficult transition because it was something that I really wanted to do deep down inside. Um, but there are some highs and lows that come along with entrepreneurship, especially when you’re on the micro level and when you’re trying to scale your companies. Um, but it’s something that I definitely would encourage anyone to do if they’re really, you know, passionate about something. Finding their, um, their why and following their North star. Because there is nothing, absolutely nothing that compares to it.

Lee Kantor: Now, can you speak a little bit about your work with Future Health Now Foundation?

Shavonne Reed: Yes. So the Future Health Now Foundation is the philanthropic arm of the opioid agency. And what we do is look to give back to the community. And we have like three pillars where we are really focused on workforce development, also health promotion and then women’s empowerment. So as part of those three initiatives, what we’re doing is standing up programs that will help to cultivate the next generation of health communicators, for one and then for two. Helping to promote health, especially in marginalized communities because the statistics are there. I mean, if you think about in Georgia, maternal and infant health is really huge because we have the greatest mortality rates among African American, uh, babies and moms. And so it’s one of those things that’s really critical, that is near and dear to my heart, because I actually had a preemie as well, and she spent nine days in the NICU. And so, as you can imagine, my experience was not as grave as some of those experiences. And so but I empathize with them because I’ve walked in their shoes. And so I really want to just elevate that space and try to do as much as I can, um, to drive awareness, to help, to promote and get more resources for the cause. And then, of course, for women’s empowerment. Every year we’re hosting the International Women’s Day event celebrating women Real Talk with Siobhan Reid. And so we’ve had a great spread of women to come in and share their experiences in corporate spaces and entrepreneurship and show business, you name it. And it has been a really incredible experience just pulling these women together and building camaraderie. So I’m looking forward to just continuing to champion these things as we move forward.

Lee Kantor: So what do you need more of? How can we help you?

Shavonne Reed: Oh my gosh, I’m glad you asked that question. Always need advocates, always need sponsors, always need voices. So we also host the Future Health Now Foundation. And what we do is interview, uh, thought leaders in the space. And there’s so much change with how communications is being done from the old times to the new times. And I remember very vividly how when I was graduating college, it was like, oh, the convergence of media, because it was became the three screens. Right? Um, and then now it’s like the new advent of information design and technology. Right. And so we have like this advent of AI and how it’s just transforming everything. And so with that, it is just incredible to see how the trajectory of things are going and being able to interview these folks and highlight their thought leadership in the world to increase their funding. Like, for instance, um, Adrian is, uh, Adrian, uh, Amarin. She has a platform called Artlist, and she’s really revolutionizing the way that we approach health communications. And it’s just so great to see all the new changes and being able to amplify the messages. And so I would love for folks to go and tune in and listen. Give us a review if you feel like it’s a five star rating and just engage with our content. We are all over social as an agency. And of course you can follow me directly. I am at Siobhan Reid. Um, I am Siobhan Reid on all platforms. And then for the foundation, it’s health harmony and the Future Health Now Foundation.

Lee Kantor: Now, before we wrap, I want to talk a little bit about your book, Ugly Duckling. What you see is not what you get. Can you talk about the thinking of, hey, I’m going to write a book because a lot of folks dream of writing a book, but you actually did it.

Shavonne Reed: Yes. Oh my gosh, this book has been living in me forever. Uh, as I mentioned before, I grew up with a lot of adverse childhood experiences. And as a part of that, one of the results of that was the trauma that caused me to feel like I didn’t have a high self-worth, and I felt like an ugly duckling, which is the title of the book. And for so long I felt isolated, and I thought that I was the only one that had these experiences and going through, you know, growing up and then matriculating into To adulthood and becoming this young woman and finding myself. It was really just a transformative experience. And there have been so many highs and lows, and I’m an overachiever by nature. I think that’s just something that’s deeply embedded and ingrained in my DNA. And as a result of that, there have been so many disappointments. No matter what I have been able to accomplish on my own. And so I really wanted to write about it because there are women who are actually struggling with these things right now, that if they just had this word, you know, and they could see how I was able to emerge and overcome the many obstacles and challenges that I’ve gone through, that it would empower and encourage and inspire them to do more of the things that they have embedded in their hearts and that they want to do now.

Lee Kantor: Any advice for that person that’s out there that’s struggling and is feeling kind of like there’s no hope? Is there anything you can share that can help them. You know, other than maybe getting this book and reading it, you know, kind of help them get back up on their feet and move forward.

Shavonne Reed: Absolutely. So what I like to do is to make sure that I have a way to show gratitude and being in the moment. So understanding where I am, one of the things that I started doing early on, and it came from my grandfather because he just loved to take pictures, was on my worst days when I feel like I’m just like the ugliest or the I just feel the worst, I make sure I take a picture of that moment because when you look back at it, nine times out of ten, you’re going to see something very different than what you saw when you were actually in that moment. And so I love to have those because they help me to have more gratitude as I go on each day, to be able to reflect back and see how I was able to get over those things. Another thing I would like to encourage folks to do is to identify at least 1 or 2 people that you admire that seem like they have it together, that can offer inspiration from afar. Um, a lot of times we get into this comparison game, and so if you step away from that and you realize that you’re in it, you have to be able to know how to have that awareness and separate yourself. But have those 2 or 3 people that you can look to to say, wow, okay, she’s doing the thing that I like to do or I want to do and be able to use that as inspiration. I know I have so many that I look up to, um, right now, but just identifying those individuals that really can, you can hold on to and then also making sure that the circle that you have around you is lifting you up and giving you positivity and being able to identify when there is something that is not for you, and not being afraid to separate yourself from it no matter what it is.

Lee Kantor: Well, Siobhan Reid, thank you so much for sharing your story today. You’re doing such important work and we appreciate you one more time. The website, and maybe also where they can get the book.

Shavonne Reed: Absolutely. So the website for the agency is Apua Dot agency and you can find the book on Siobhan Read. Com it’s also available on Amazon. And um, yeah, that’s where I am. And you can follow me on social at I am Siobhan Reed and the agency is Apua agency.

Lee Kantor: All right. Well, thank you again for sharing your story.

Shavonne Reed: Thank you for having me. This has been great. All right.

Lee Kantor: This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: OPUA Agency, Shavonne

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