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Episode 69: Calvin Williams’ Service Delivery Process

November 4, 2019 by Mike

Episode 69: Calvin Williams’ Service Delivery ProcessMike
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Calvin Williams, Jr. is on a mission. He believes wealth management services should be accessible to everyone, not just the uber-rich. As such, he started Freeman Capital – an award-winning FinTech company with rapid expansion goals and high visibility. In this episode, Calvin details the service delivery process he implements to maintain a positive customer experience while managing a 100% remote team. He also shares the different technologies he leverages to keep it all together.

Special Guest: Calvin Williams, Jr., Founder & CEO – Freeman Capital

Location:  Charlotte, NC  USA

Show Notes:

  • Behind the Façade: How to Structure Company Operations for Sustainable Success: book by Alicia Butler Pierre.  Ch.6 features the service delivery blueprint Calvin referenced during interview.
  • Building a StoryBrand: Clarify Your Message So Customers Will Listen: book by Donald Miller.
  • Secret Service: Hidden Systems that Deliver Unforgettable Customer Service: book by John R. DiJulius III
  • Trello: a visual, kanban-style project management tool that facilitates task tracking.
  • Slack: an app that facilitates real-time/on-the-go communication and efficient teamwork; particularly useful for remote teams.
  • Zoom: a web-based tool that offers audio and video recording of webinars, conference calls, presentations, meetings and more.  Also includes screen sharing for enhanced collaboration.
  • MS Excel: design and track the stages of your service delivery process with a spreadsheet.
  • Google Sheets: collaborate in real-time on the progress of your service delivery process.
  • Zapier: a middleware tool that connects your apps and software so that data connects and flows as seamlessly as possible to enhance process productivity and efficiency.
  • Loom: video recording software that can bring your whiteboarding or other demonstrations to life with your virtual team.

Filed Under: Business Infrastructure, Gwinnett Studio Tagged with: Entrepreneurs, FinTech, money, Radiox, service, Tech

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Studio Owner & Operator

Mike Sammond

Mike Sammond is an award-wining radio and television sports announcer and former sports anchor at CNN Headline News, WRBL-TV (Columbus, GA), 92.9 The Game (Atlanta, GA) and WRFC Radio (Athens, GA). His work has also appeared on ESPN.

He is an experienced play-by-play announcer of professional and college sports, covering all four American major sports including baseball, football, basketball and hockey. He has called games in Major League Baseball, Arena Football League, International Hockey League, NCAA and the Southeastern Conference.

Mike has served as a segment reporter and announcer for Olympic Broadcasting Services (OBS) and Olympic Channel News at four Olympic Games (Vancouver 2010, London 2012, Rio 2016 and Tokyo 2020), three Paralympic Games (Vancouver 2010, London 2012 and Tokyo 2020) and one Youth Olympics (Singapore 2010). He also worked as a commentator for International Sports Broadcasting (ISB) at the 2015 European Games.

Mike is currently the President and CEO of Gwinnett Business RadioX, a company that produces, distributes, and markets online radio shows and podcasts for businesses of all sizes in the Atlanta area.

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