MyOutDesk

BACKGROUND

Introduce your business and what you do there.

I’m the owner and advisor of a financial and tax planning company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We needed assistance with marketing.

SOLUTION

What was the scope of their involvement?

MyOutDesk provides general marketing, lead and list management, and Facebook ad preparation. The team manages incoming leads from various marketing funnels, places them in the appropriate lead lists, and ensures that they’re attached to the right drip mail campaigns.

What is the team composition?

We work with one teammate from MyOutDesk.

How did you come to work with MyOutDesk?

Someone referred MyOutDesk to us. We chose them because they offered good value for the cost.

What is the status of this engagement?

We started working with MyOutDesk in May 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

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

MyOutDesk has completed all the requested activities.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk’s project management is satisfactory. We use virtual meetings as our primary form of communication. The distance and time zone difference are our main challenges.

What did you find most impressive about them?

The quality of MyOutDesk’s employees is impressive.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Please describe your company and position.

 I am the Director of Recruiting of a medical company 

Describe what your company does in a single sentence.

Healthcare Staffing and Rural

OPPORTUNITY / CHALLENGE

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

• Administrative Assistant
• Streamline processes
• Recruiting

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

Good value for cost

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

Residency Database

BlueSky Database / CRM Integrity

RESULTS & FEEDBACK

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

Reduced processing time and has helped with a lot of projects.  Usually completed before deadlines.

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

Rona has done a great job delivering items on time.  She responds well to the needs.

What was your primary form of communication with MyOutDesk?

• Virtual Meeting
• Email or Messaging App

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

Rona has been a great ambassador for MyOutDesk. 

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

My communication with the Accounting Manager is 3.5 out of 5.  It's not bad, it's just delayed at times.  I understand we are in different time zones and work hours.

BACKGROUND

Please describe your company and position.

 I am the General manager of a supply chain, logistics, and transport company 

Describe what your company does in a single sentence.

Logistics

OPPORTUNITY / CHALLENGE

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

• Customer service
• Admin

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

Referred to me

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

Attend to day to day operations 

RESULTS & FEEDBACK

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

Recurring business 

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

Yes

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

Their communication stands out.

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

Pricing. Competitors are coming at almost 30% lower 

BACKGROUND

Please describe your company and position.

I am the Controller of Geokey

Describe what your company does in a single sentence.

We're a team of multifamily veterans who lived the pain of disconnected systems firsthand — then built the award-winning technology to fix it. Every decision we make starts with the people on-site.

OPPORTUNITY / CHALLENGE

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

• Accounting staff

SOLUTION

How did you find MyOutDesk?

Other

Why did you select MyOutDesk over others?

Pricing fit our budget

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.

Sherry consistently delivers exceptional performance in both Accounts Receivable and Accounts Payable.

RESULTS & FEEDBACK

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

Accounts Payable and Accounts Receivable

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

She is highly organized, detail-oriented, and dependable, ensuring invoices, payments, and customer accounts are handled accurately and on time. Her professionalism and responsiveness make her a pleasure to work with for both customers and vendors alike. Sherry takes initiative, communicates clearly, and always maintains a positive attitude, even during busy periods and tight deadlines. 

What was your primary form of communication with MyOutDesk?

Email or Messaging App

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

Her strong work ethic and commitment to accuracy have made a significant impact on our accounting operations. We truly appreciate her dedication and outstanding contribution to the team.

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

none

BACKGROUND

Introduce your business and what you do there.

I’m the director of operations at Fitness Machine Technicians of Colorado. We provide maintenance, repair, and preventive services for fitness equipment in commercial and residential facilities across multiple states, ensuring reliable and fast service for gyms, clubs, hotels, schools, and homes.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We were looking for a virtual assistant to join our office staff. Their primary job would be to answer phones and respond to emails, schedule appointments for 8 technicians and help with other office tasks when able. 

SOLUTION

What was the scope of their involvement?

MyOutDesk was tasked with looking for a candidate with excellent customer service and computer skills that was able to learn multiple systems in a fast paced environment.

What is the team composition?

We work with one teammate from MyOutDesk.

How did you come to work with MyOutDesk?

Someone referred MyOutDesk to me. I chose them over other options because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

How much have you invested with them?

We’ve spent around $24,000.

What is the status of this engagement?

We started working with them in April 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Our MyOutDesk virtual assistant Lhey has become an incredibly important part of our team. She consistently provide excellent customer service, has great attention to detail, and communicates effectively with both our team and our customers. She is a very quick learner, always willing to take on new challenges, and never hesitates to jump in and help wherever needed. Her dedication and positive attitude make a huge impact on our company, and we truly couldn’t be as successful without her. Moreover, she successfully answer calls and text messages for three territories and respond to customers in multiple email inboxes daily. They consistently meet their KPIs, which include an 85%–90% technician utilization rate, no more than 1–2 schedule gaps per technician per week, 100% of prepaid PMs scheduled within five business days of payment confirmation, and 100% accuracy in the weekly on their reports.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk’s project management is good; they deliver on time. We communicate via virtual meetings.

What did you find most impressive about them?

Their support is very good. They consistently check in to make sure we’re happy and that there are no issues. MyOutDesk provided an outstanding customer service rep that answers incoming calls for several territories, schedules 8 technicians and helps with additional office projects.

MyOutDesk listened to what we needed, provided several amazing candidates and once we chose one they made sure the onboarding process was as smooth as possible. We had bi-weekly check ins to make sure our virtual assistant was performing her tasks to our standards and want feedback on how they could improve.

Are there any areas they could improve?

No, there aren’t any.

BACKGROUND

Introduce your business and what you do there.

I’m a luxury real estate advisor at a Real Estate & Development company. We specialize in high-yield property acquisitions, residential development, and renovations. We offer tailored, data-driven services to maximize property value and optimize returns for clients.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with MyOutDesk?

We needed help streamlining and supporting our property acquisition and development operations by providing reliable virtual assistance for administrative tasks, lead management, follow-ups, CRM updates, scheduling, marketing support, and transaction coordination. The goal was to improve efficiency, maintain consistent communication with clients and leads, and allow our in-house team to focus more on acquisitions, negotiations, and project growth.

SOLUTION

What was the scope of their involvement?

MyOutDesk handles lead management, follow-ups, CRM updates, appointment setting, and basic transaction coordination support. They also assist with listing marketing tasks like flyers and booklets, along with general administrative support to keep our pipeline organized and moving efficiently. The team uses all my accounting and development tools.

What was the team composition?

We work with one teammate from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through an online search. We chose them over other options because they were a great culture fit, offered good value for the cost, and had company values aligned with ours.

What is the status of this engagement?

We started working with them in February 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Our system is now more organized, and I have more time to engage with clients since MyOutDesk handles administrative tasks. This has led to increased sales and more qualified, high-intent leads. The team has also helped improve our speed-to-lead and overall consistency in follow-ups, which directly impacts our conversion rate. 
Having reliable support for CRM updates and lead tracking has also reduced missed opportunities and made our pipeline more predictable. This has allowed us to scale outreach without sacrificing responsiveness or organization.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk’s project management is organized and responsive. Tasks are communicated clearly, and deliverables are generally completed on time. When adjustments are needed, they’re handled quickly, and communication stays consistent throughout the process.

What did you find most impressive about them?

What stands out most about working with MyOutDesk is the reliability and consistency of their support. Having someone dependable to handle lead management, follow-ups, and CRM organization has made a noticeable difference in our day-to-day operations. It’s also impressive how quickly they’ve adapted to our workflow and systems, which has helped reduce training time and allowed us to stay focused on revenue-generating activities. Overall, the added structure and responsiveness have improved both efficiency and lead conversion.

Are there any areas they could improve?

No, I’m happy with the service.

BACKGROUND

Please describe your company and position.

I'm a department director at Patrick S Reynolds PA

Describe what your company does in a single sentence.

Real Estate team

OPPORTUNITY / CHALLENGE

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

• Locate a professional VA to support a high producing agent

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

High ratings

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

Daily agent support with appointment setting, scheduling, CRM management  & social media

RESULTS & FEEDBACK

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

The agent is able to use their time more efficiently to increase sales

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

Deliverables ar on time and done with great quality.  Very responsive

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

communication is good

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

NA

BACKGROUND

Please describe your company and position.

I am the President of a third-party logistics company.

Describe what your company does in a single sentence.

We are a third party logistics provider for life science tool manufacturers.

OPPORTUNITY / CHALLENGE

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

• Make administrative work more efficient

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• Good value for cost
• Referred to me

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.

MyOutDesk provided us with administrative support for our sales order processing, accounts payable, accounts receivable, and other data and analytics tasks. 

RESULTS & FEEDBACK

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

We reduced the cost of our administrative work by about 50%

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

MyOutDesk team members delivered quick turnaround on order processing. On financial tasks, the work was regularly up to date and dependable.

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

1) They provided a lot of support during the first six months to help us learn to work with a virtual professional

2) The whole process is so easy for us as a client

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

There's really not anything we would have wanted done differently.

BACKGROUND

Introduce your business and what you do there.

I’m a paralegal at a law firm. We help clients improve and manage their credit profiles by handling credit report disputes, documentation workflows, and related client support processes.

OPPORTUNITY / CHALLENGE

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

We hired MyOutDesk to help us scale our operations by providing reliable virtual staffing support for administrative tasks, client account management, document handling, and workflow coordination while improving overall efficiency and turnaround times.

SOLUTION

Can you describe the scope of work MyOutDesk has handled for this project?

MyOutDesk supports several core operational functions for us, primarily focused on administrative and workflow management tasks. Their team assists with credit report dispute processing, organizing and reviewing client documentation, managing data entry, tracking case progress through internal workflow systems, and helping coordinate communication between departments. They also support quality control efforts by ensuring client files contain complete and accurate information before disputes and related documents are submitted. The overall goal is to streamline day-to-day operations, improve turnaround times, and help our internal team handle a growing volume of client accounts more efficiently.

MyOutDesk primarily supports the operational and administrative side of the credit dispute process. Their responsibilities include reviewing client files for completeness, organizing supporting documentation, preparing dispute packets, updating and tracking cases within our workflow systems, and helping ensure disputes are ready for submission. They also assist with maintaining accurate records, monitoring missing information, and supporting follow-up processes related to client documentation and account status updates.

What is the team composition?

We work with 6–10 teammates from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through an online search. We chose them because they had high ratings, their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working with them in August 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Our engagement with MyOutDesk has helped improve operational efficiency and consistency across our client support and credit dispute workflows. We’ve seen faster turnaround times in preparing and reviewing dispute files, improved organization of client documentation, and better tracking of cases through our internal systems. Their support has also helped our internal team manage a higher volume of client accounts without significantly increasing overhead.

From a workflow perspective, we’ve experienced fewer delays caused by missing information, more consistent file preparation, and improved coordination between departments. Overall, the partnership has contributed to increased productivity, smoother day-to-day operations, and better scalability for our client support processes.

While we didn’t track every KPI formally at the beginning of the engagement, we’ve observed several measurable operational improvements after integrating MyOutDesk into our workflows. Turnaround times for preparing and reviewing dispute files have improved by an estimated 25%–35%, largely because documentation review, file organization, and case tracking have become more streamlined and consistent.

We’ve also been able to increase the number of client accounts handled weekly without adding equivalent in-house administrative overhead. In some periods, overall processing capacity has increased by roughly 30% due to improved workflow support and reduced bottlenecks related to missing documentation and file preparation.

Additionally, quality-control issues tied to incomplete files and missing information have decreased noticeably, which has reduced the amount of rework required by our internal team and helped disputes move through the process more efficiently. Overall, MyOutDesk’s support has helped us scale operations while maintaining consistency and organization across client support processes.

We’ve noticed improvements in the overall client experience as our internal operations have become more organized and responsive. Faster turnaround times, better document management, and more consistent follow-up processes have helped reduce delays and improve communication with clients throughout the dispute process.

Clients have responded positively to the increased responsiveness and smoother handling of their cases, particularly when it comes to updates, document requests, and overall case coordination. While we haven’t implemented a formal customer satisfaction scoring system during that period, we’ve observed fewer client complaints related to processing delays and a more consistent client support experience overall.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk’s project management is generally organized and dependable. They communicate consistently, respond promptly to operational needs, and adapt well to our workflow requirements. Deliverables are typically completed on time, especially for recurring administrative and documentation-related tasks that require consistency and attention to detail.

They’re also receptive to feedback and adjustments as our processes evolve, which helps maintain efficiency as workloads increase. Their ability to provide structured support and maintain accountability has contributed positively to the overall success of the engagement.

What did you find most impressive about them?

What stands out most about MyOutDesk is their ability to quickly integrate into our existing workflows and provide consistent operational support with minimal disruption. Their team is adaptable, responsive, and able to handle detail-oriented administrative tasks efficiently, which is especially valuable in a process-driven environment like credit dispute management.

We also appreciate their focus on accountability and communication. As our workload grows, they’re able to scale support effectively while maintaining organization and consistency across client files and workflow processes. That combination of flexibility, reliability, and operational support makes the partnership particularly valuable for our team.

Are there any areas they could improve?

Overall, our experience with MyOutDesk has been positive, but there have been opportunities for improvement in the onboarding and ramp-up phase. Like many outsourced support engagements, it has taken some time for team members to fully understand the nuances of our internal processes and industry-specific requirements. Additional proactive training and deeper familiarity with our workflows earlier in the engagement could have shortened the adjustment period.

There have also been times when clearer escalation procedures or more proactive communication around workflow bottlenecks would have helped improve efficiency further. However, once expectations and processes have been fully aligned, collaboration has become much smoother and more effective.

BACKGROUND

Introduce your business and what you do there.

I’m an agent and investor. We buy and sell houses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MyOutDesk to accomplish for your real estate business?

We hired MyOutDesk to provide support with real estate virtual assistant and transaction coordination tasks.

SOLUTION

What was the scope of their involvement?

MyOutDesk provides us with a virtual assistant who helps with lead follow-up, listing coordination, transaction management, and administrative support. The team manages our contracts to close transactions.

What is the team composition?

We work with one teammate from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through an online search. We chose them because they had high ratings.

What is the status of this engagement?

We started working with them in May 2018, and the engagement is ongoing.

RESULTS & FEEDBACK

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

MyOutDesk has helped us improve lead management, transaction coordination, and daily administrative tasks. This has resulted in faster follow-up with leads, better organization of transactions and listings, improved communication, and more efficient day-to-day operations.Specifically, our response times to leads have become faster through consistent daily follow-ups and task management. The team has also been able to handle multiple transactions, listings, and lead communications more efficiently, which has improved our organization and overall workflow. Additionally, the consistent follow-up has helped us increase lead engagement and supported better conversion opportunities.Overall, MyOutDesk has provided reliable support that has helped us keep our daily operations organized and running smoothly. Their assistance with transaction coordination, lead management, and follow-ups has improved communication within our team and helped ensure our clients receive timely updates and responses. This has created a more efficient workflow and a better overall experience for both our team and our clients.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk delivers on time.

What did you find most impressive about them?

MyOutDesk's dedication is impressive.

Are there any areas they could improve?

Overall, the experience has been positive.