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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 a former sports anchor at CNN Headline News and former talkshow host and update anchor for Sports Radio 92.9 The Game in Atlanta. He has been a sports director at TV and radio stations in the Southeast, and an award-winning play-by-play announcer of football, baseball, basketball and hockey at the college and pro level. His baseball experience includes calling the action for the University of Georgia , Minor League Baseball including the Gwinnett Braves, and Atlanta Braves spring training games on radio and TV.

Internationally, Mike has worked as an announcer for the Olympic News Channel at the 2010 Winter Games in Vancouver, the 2010 Youth Olympics in Singapore, the 2012 Summer Olympics in London, and the 2016 Summer Olympics in Rio. He also called basketball and table tennis at the 2015 European Games in Azerbaijan. He is scheduled to cover several sports, including baseball, at the 2020 Summer Olympics in Tokyo, Japan.

Mike currently owns and manages the Business RadioX studio in Gwinnett County. Business RadioX is the fastest-growing B2B online radio network in the country, and the Gwinnett studio has become the “Voice of Business in Gwinnett” since opening in 2012 as over 2,000 local business owners, leaders and executives have been interviewed on air, sharing their stories about the great work they are doing to serve the community.

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