MyOutDesk

BACKGROUND

Please describe your company and position.

I am the Service Manager of a financial services company

Describe what your company does in a single sentence.

Financial Services

OPPORTUNITY / CHALLENGE

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

• Data entry
• Case Design

SOLUTION

How did you find MyOutDesk?

• Online Search
• Other

Why did you select MyOutDesk over others?

• High ratings
• Company values aligned

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.

Accuracy and producing the reports in a timely manner 

RESULTS & FEEDBACK

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

85% of accuracy and we minimize errors in data entry

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

Excellent service

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

They are highly communicative

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

no right now

BACKGROUND

Please describe your company and position.

 I am the Director of Operations of a real estate company 

Describe what your company does in a single sentence.

Real estate expansion team with four teams across PA, NJ, and FL

OPPORTUNITY / CHALLENGE

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

• Listing Coordination
• Agent Support

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

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

As a Listing Coordinator, Remelie is responsible for preparing listing information, managing MLS and other advertising portals when needed. She is also responsible for the maintenance of the listing from pre-marketing to expiration. Remelie also handles contract preparation, processing termination of sales/rental deals and post-settlement escrow.

RESULTS & FEEDBACK

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

Remelie keeps our agents happy and completes all tasks with skill and efficiency

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

Remelie is incredibly efficient and never misses a deadline.

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

Easy to work with, responsive, responsible, and friendly

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

None!

BACKGROUND

Please describe your company and position.

I am the Franchise Owner of CertaPro Painters

Describe what your company does in a single sentence.

Painting

OPPORTUNITY / CHALLENGE

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

• Admin

SOLUTION

How did you find MyOutDesk?

Referral

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.

Admin Work

RESULTS & FEEDBACK

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

Not sure

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

Kim has been great

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

They are good

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

No

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