MyOutDesk

BACKGROUND

Please describe your company and your position there.

I am the President of a wealth planning firm who creates Virtual Family Offices for entrepreneurs who profit at least $1MIL per year.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MyOutDesk?

Our company is growing rapidly, so I needed key team players to work “on” the business not “in” the business. Therefore, I needed to free up time for these key employees from doing repetitive tasks such as data entry, follow-up with clients, and scheduling.

SOLUTION

How did you select MyOutDesk and what were the deciding factors?

I decided to use MyOutDesk because of their stringent vetting process to find the top virtual assistants. MOD takes all the work of vetting, placing and paying the virtual assistants….things that I shouldn’t nor want to to do. I have peace of mind knowing that I will get top talent!

Describe the project in detail and walk through their service package.

Virtual assistant is top notch in saving my high level team members time! This decreases stress and makes team members much more productive which means $$$$ back to the company.

How many resources from the MyOutDesk team worked with you, and what were their positions?

Virtual assistants.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Having them handle our repetitive internal tasks has saved 8 hours of time each week. This means that we have been able scale faster!

How effective was the workflow between your team and theirs?

Weekly video conferencing. The virtual assistant is now proactive in taking over repetitive tasks.

What did you find most impressive or unique about this company?

They quickly bring high-quality virtual assistant candidates to the table, which has been notable in the workflow.

Are there any areas for improvement or something they could have done differently?

NONE

BACKGROUND

Please describe your company and your position.

Kaizen Rentals is a short term rental property management company. I am the CEO and one of the co-founders of the company.

OPPORTUNITY / CHALLENGE

For what purpose did your company hire MyOutDesk?

We needed a dependable pre-trained employee that could handle the tasks that we assigned them, adjust to changing work conditions and that most importantly we didn't need to screen and train ourselves. Typical tasks for us are; Guest messaging and relations, scheduling and authorizing payments, scheduling cleanings, researching, note taking and spreadsheet creation and data entry. We are a small company so we truly needed someone who could do many things and do them well.

What were your goals for this engagement?

To find a driven and motivated virtual assistant to help us with various tasks in our rapidly growing short term rental management company.

SOLUTION

How did you select this vendor?

After looking for a virtual assistant and hiring one that didn't work out we heard about MOD. Once we spoke with them about their hiring process and strict hiring/training procedures I knew we found the right company and they have only validated our decision since then.

Describe the engagement in detail.

We had a consultation to determine what our needs were as a company and what type of person we were looking to hire. We were given lots of good advice and feedback and a date for interviews with our new candidates that were screened and selected by MOD.

What is the status of the engagement?

Month to month.

What was the team composition?

Initially I had a call with a sales rep who answered all my questions and made sure we were a fit for each other. Then I was assigned to an account manager who helped me through the entire hiring process. Once I selected my VA to hire I was assigned a case manager and they are available and in contact with me regularly to this day.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We interviewed 4 candidates who were all qualified and competent. From those 4 I would have gladly hired 3 of them. I hired one and the candidate has exceeded our expectations. The assistant is now a vital part of our company after only a few short months. The assistant had all of the necessary skills to thrive with minimal training from us.

How effective was the workflow between your team and theirs?

Very easy and effective.

What did you find most impressive about this company?

I have been impressed with the company and its processes as a whole from day 1. They communicate extremely well, their software is easy to use, their billing is effortless and we have been guided and helped in every way from start to finish. Most important and impressive; we now have a full time virtual assistant who is professional, efficient and an integral part of our company.

Are there any areas for improvement?

Not that I have noticed so far.

BACKGROUND

Introduce your business and what you do there.

I’m the operations director of an in-home education services company. We provide in-home education and support services to the families of children with special needs.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

I needed someone reliable to help me manage my daily tasks, email, and calendar. As a small business owner, I have lots of balls to juggle, and without help, I can easily drop a ball or more.

SOLUTION

What was the scope of their involvement?

MyOutDesk provides virtual assistant services. I needed my assistant to dig into my inbox and familiarize himself with my workflows, including email, documents, and especially spreadsheet tools. I needed him to be able to anticipate my needs and help me stay on track with multiple changing priorities throughout the day. MyOutDesk’s virtual assistant provides email and calendar management, light tech support, data analysis, and tracking.

What is the team composition?

We work with one teammate from MyOutDesk.

How did you come to work with MyOutDesk?

I found them through an online search where I was looking for an alternative to onlinejobs.ph. I liked that MyOutDesk vetted, background-checked, and made a very strong effort to match me with the right candidate.

How much have you invested with them?

We spend about $2,000 per month.

What is the status of this engagement?

We started working together in December 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

MyOutDesk’s virtual assistant and I work very well together, and he’s very responsive.

How did MyOutDesk perform from a project management standpoint?

We communicate via email and video chat. MyOutDesk is very communicative and clear.

What did you find most impressive about them?

MyOutDesk matched me with a great candidate from the start.

Are there any areas they could improve?

No, they did great.

BACKGROUND

Please describe your company and position.

I am a manager at Fitness Machine Technicians

Describe what your company does in a single sentence.

Install, Service and Repair Fitness Equipment

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MyOutDesk to accomplish?

• Admin Assistance

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from MyOutDesk were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Reviews work orders.

Sends reports to clients.

Creates proposals for repairs.

Processes approved proposals.

Sends invoices for parts.

Tracks appointments and proposals to ensure all work is completed.

Maintains spreadsheets and taskboards.

Maintains admin email and replies to customer inquiries.

Assists with phones, customer service.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have hired 3 admins. Two did not work out, but the first one that we hired is excelling at her role, which continues to grow as she learns more.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Quick delivery and responses to all assigned tasks.

What was your primary form of communication with MyOutDesk?

Virtual Meeting

What did you find most impressive or unique about this company?

The quality of applicants stands out.

Are there any areas for improvement or something MyOutDesk could have done differently?

not that I can think of