MyOutDesk

BACKGROUND

Please describe your company and position.

 I am the Human Resources of a financial services company 

Describe what your company does in a single sentence.

We provide comprehensive financial planning for those with $1M or more saved, giving them a white-glove service.

OPPORTUNITY / CHALLENGE

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

• Make our team more efficient by adding another team member
• Give low level, repetitive tasks away to focus on higher level ones
• Ultimately serve more clients, and serve them well

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• High ratings
• 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.

Our assistant has served our markeitng and HR team. With anything from event planning to job postings. He has created timelines and sourced vendors, teaken ownership of posting our jobs on major job boards, and creating itineraries for team members who travel for business matters. Communication is through email or Salesforce. 

RESULTS & FEEDBACK

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

Our applicants numbers have increased 3x what they were in 2025, and that is largely due to the frequency we've posted jobs and the edits that our assistant made directly. From a marketing perspective, we have maintained over 30 leads a week, and have a 99% retention rate with current clients, which email marketing directly impacts.

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

Our assistant consistently meets deadlines, always getting items to our team before the projects are due. He always responds positively to feedback, and is willing to hop on a virtual call with our team if needed. 

What was your primary form of communication with MyOutDesk?

Email or Messaging App

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

MOD is overly helpful in finding the best fit for what you are looking for. Very quick in communication, and open in expectations and showcasing their assistants well.

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

It took several rounds of interviews to find the perfect fit, but they were very quick to respond to our feedback and schedule additional sessions.

BACKGROUND

Please describe your company and position.

 I am the Director of Operations of a home services company 

Describe what your company does in a single sentence.

Homecare

OPPORTUNITY / CHALLENGE

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

• Assist with administrative tasks

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• High ratings
• Pricing fit our budget
• Great culture fit

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.

We initally had the need for help with some basic administrative tasks that our team could not reach. Our VA has grown in her knowledge and scope into a very valuable team member who we trust to be the first "voice" our prospective employees hear when they apply. 

RESULTS & FEEDBACK

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

100% of our recruiting "first touch" has gone to our VA, with our confidence that she is handling everything well and to spec. Additionally, we have entrusted our VA with other tasks related to existing employee file management (we now have 2 VA's) and our telephone on-call coverage. We know without question that these 2 are highly capable, friendly and whip-smart additions to our team, who will put their best foot forward and represent us well. 

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

Always deliver on time, if not early. Always communicate throughout, and ensure that they are transparently working. They are also always available during working hours. We never have a delay. 

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?

The culture of this company shines through, in their understanding that their professionals are not just walking sets of skills, they are people! They have personalities, interests, strengths and weaknesses. They work hard to fit the right person to the right job - everyone prospers. In our case, we have had one VA for over 5 years and she is truly a part of our work family. 

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

Not a thing. 

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 am the Manager, Technical Support of a digital rights management company

Describe what your company does in a single sentence.

We are a Digital Rights Management company

OPPORTUNITY / CHALLENGE

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

• Replace lost team members
• Save Money
• Have flexible folks who can cover weekends or off hours when needed

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• Pricing fit our budget
• Good value for cost
• 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.

We have 3 VIP's who help staff my Technical Support team. 
They answer emails from our customers, supporting all aspects of our SaaS DAM platform. 

The can range from password resets, to template changes, to e-Commerce assistance, all the way to SSO setup and DNS record checking. 

Two of them also cover weekends for me. 

One of our key deliverables in First Response Time, and they help me keep that under an hour consistently while keeping CSAT over 90% 

RESULTS & FEEDBACK

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

I wanted to drop our FRT to under an hour while maintaining high CSAT. 
I wanted to make sure we have coverage when folks are out for holidays/vacations. 

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

After I contacted MOD, they asked for a job description, and ideas of what kind of person I was looking for. After I gave this, they lined up interviews with a number of folks. 

We hired one of the first group immediately, and he's still with us almost 2 years later. WIth his success, we hired another a few months later, then a third technical a few months after that. We are happy with all three of our MOD folks

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

They have a strong talent pool, and are seem to take good care of them

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

not for my department

BACKGROUND

Introduce your business and what you do there.

I’m a paralegal at Watts & Herring LLC, 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 for Watts & Herring LLC?

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 handled for this project? 

MyOutDesk supports several core operational functions for Watts & Herring LLC, 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.

What is the team composition?

We work with 10–15 teammates 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 had high ratings, their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

We’ve spent around $100,000.

What is the status of this engagement?

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

How do you communicate with MyOutDesk?

We use virtual meetings, emails, and messaging apps.

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 an equivalent in-house administrative overhead. In some periods, our 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.

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 has helped maintain efficiency as workloads have increased. 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 has grown, they’ve been able to scale support effectively while maintaining organization and consistency across client files and workflow processes. That combination of flexibility, reliability, and operational support has made 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 their 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, our 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.

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 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

Introduce your business and what you do there.

I’m a realtor at a residential real estate firm.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with MyOutDesk?

We needed help running our operations and scheduling.

SOLUTION

What was the scope of their involvement?

MyOutDesk provides ongoing operations and sales support. The team handles data input, marketing, scheduling, and billing. For sales support, they coordinate inspections with vendors and input data into multiple listing services. For marketing, they keep our website up to date, create marketing collateral for new listings, and assist with keeping portfolios updated.

What was the team composition?

We work with one teammate from MyOutDesk.

How did you come to work with MyOutDesk?

Someone referred MyOutDesk to me.

What is the status of this engagement?

We started working together in January 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

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

MyOutDesk’s work has saved us time, eliminated redundancies, and helped us centralize our operations instead of having multiple people do a bit of everything. We’ve also seen fewer errors and missed tasks. Additionally, our clients like having a single point of contact.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk delivers on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

MyOutDesk’s business ethic and industry knowledge are impressive.

Are there any areas they could improve?

I can’t think of anything for MyOutDesk to improve.

BACKGROUND

Introduce your business and what you do there.

I’m the director of operations at Leah Tounger Realty Group, a real estate company that helps buyers, sellers, and investors navigate real estate transactions with expert market knowledge, strong negotiation skills, and a client-focused approach.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We needed help accomplishing our backend CRM duties.

SOLUTION

What was the scope of their involvement?

MyOutDesk provides us with a virtual assistant who helps us maintain our database, enter transactions into our CRM, and post content on social media.

What is the team composition?

We work with one virtual assistant from MyOutDesk.

How did you come to work with MyOutDesk?

MyOutDesk was referred 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.

What is the status of this engagement?

We started working with MyOutDesk in June 2016, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Our MyOutDesk Virtual Assistant has completed all assigned tasks in a timely and accurate fashion. Thanks to their work, we've freed up our time from performing mundane tasks.

How did MyOutDesk perform from a project management standpoint?

We communicate with our MyOutDesk Virtual Assistant via email and messaging apps and occasional Zoom meetings.

What did you find most impressive about them?

MyOutDesk has delivered as promised. We've had the same virtual assistant for 10 years.

Are there any areas they could improve?

There's nothing they need to improve.