operations

069: Calvin Williams’ Service Delivery Process

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:

Watch the Video Version of this Interview (COMING SOON!):

 

Related Episodes:

    • Episode 030: Connecting Your Software for Maximum Productivity with Garrett Massey
    • Episode 032: Running Your Business by the Numbers with Charles H. Green
    • Episode 040: Lowering Overhead and Increasing Revenue with Forrest Tuff
    • Episode 042: Automating the Sales Process with Tim Bornholdt

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051: Designing a Digital Content Management Process with Alicia Butler Pierre

There’s no escaping the reality of having a strong online presence.  In this Season 4 finale, Alicia Butler Pierre, business infrastructure expert and host of the Business Infrastructure show, shares the two-pronged approach she uses to design a content management process that is practical, sustainable and rooted in data science.  Listen as she candidly shares the series of events that led her to change her once negative views about online content creation and distribution.  You too can create your own “web” of content that sticks and converts through the right selection of people, processes and tools.

Special Guest: Alicia Butler Pierre, Founder & CEO – Equilibria, Inc.

Location: Atlanta, GA  USA

Show Notes:

Related Episodes:

  • Episode 001: What is Business Infrastructure and Who Are You to Tell Me About It?
  • Episode 020: Striking the Perfect Balance Between Marketing & Operations (Andrea D. Smith)
  • Episode 038: Building Business Infrastructure for Scale
  • Episode 039: Using Processes for Structure & Consistent Results with Paul Nicholaides
  • Episode 043: Becoming an Online Influencer with Heather Havenwood

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048: Automating Human Resource Compliance with Jason Cavness

Around 543,000 new businesses start in the U.S. each month.  Those fortunate to hire employees often cannot afford the high cost of Human Resources (H.R.).  That’s where Jason Cavness comes in.  Through his technology, he delivers employee manuals to small business quickly and inexpensively.  This ensures compliance and reduces risk while scaling to meet operational demands.  In this episode, Jason shares how he automates certain H.R. functions and explains the key difference between an employee manual and an operations manual.  He also shares a list of 25+ resources he recommends – be sure to download those in the show notes below!

Special Guest: Jason Cavness, Founder & CEO at cavnessHR

Location:  Seattle, WA  USA

Show Notes:

Download a list of additional resources Jason recommends: Digital Tools Recommended by cavnessHR

Related Episodes:

  • Episode 007: Staffing Up While You Scale Up: Tips for Getting the Help You Need When You Need It
  • Episode 012: How to Find the Right Person for Your Process Improvement Initiative
  • Episode 023: Attracting Top Talent to Your Small Business
  • Episode 028: Managing Virtual Teams in a Freelance Economy
  • Episode 042: Automating the Sales Process with Tim Bornholdt

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020: Striking the Perfect Balance Between Marketing and Operations

In this episode, entrepreneur Andrea D. Smith provides a practical and easy-to-remember definition of marketing.  And she explains that it is NOT the same as sales.  In fact, Andrea and Alicia talk about how to connect marketing to operations and eventually balance these two areas during the expansion phase of a business.  The key is in recognizing operations management as a way to maintain your promises to your customers.  Or as Andrea describes it, operations allow you to back-up your marketing promises with performance!

Special Guest:  Andrea D. Smith, Founder & CEO of The ADS Agency

Show Notes:

 

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019: Who Said Operations Isn’t Sexy?

Look at any generic small business conference or workshop and the likelihood that a discussion on operations will be included is infinitesimally small.  Oftentimes fast-growing companies looking for help in scaling their businesses find that the lion’s share of resources for processes and systems are reserved for manufacturing companies or larger enterprises.  In this episode, Alicia has a frank one-on-one conversation to unpack the reasons why many small business event organizers attribute this lack of inclusion to “operations not being sexy.”  Alicia also introduces her new book as a way of addressing this oversight.  Her book is also a how-to guide for ambitious entrepreneurs serious about investing the time and effort to create a business infrastructure for maximum expansion impact.

Monologue:  Alicia Butler Pierre, Founder & CEO of Equilibria, Inc.

Show Notes:

For a limited time, the digital version is available for $1.99 as a thank you to our podcast community.  Grab your copy now!

 

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