MyOutDesk

BACKGROUND

Introduce your business and what you do there.

I’m the COO of The Dixon Group at Keller Williams Trilogy, a real estate group that uses a team-based approach, innovative marketing, and cutting-edge technology to help clients buy and sell homes efficiently, ensuring a smooth and well-communicated experience throughout the process.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We were looking for a transaction manager for our real estate team.

SOLUTION

What was the scope of their involvement?

MyOutDesk provides us with a virtual assistant who manages our entire transaction database and listing inventory. She works incredibly well with our agents and clients to get transactions on the market and to closing. Her tasks include coordinating paperwork and communicating with all parties in the transaction, including clients and agents.

What is the team composition?

We work with one virtual assistant from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through a referral. We chose them over other options because they had high ratings, offered good value for the cost, and provided trained assistants.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

MyOutDesk's virtual assistant, Curry, has helped us get files to closing smoothly and make our agents feel supported. Our transactions have become much more efficient, and we've had significantly fewer complaints from clients and agents — little to no complaints at all.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk's project management is good. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

The skill level of MyOutDesk's virtual assistant is impressive. She's been phenomenal.

Are there any areas they could improve?

There's nothing they can improve on.

BACKGROUND

Please describe your company and position.

I am the President of SignTraker Technologies

Describe what your company does in a single sentence.

We are a software company. We have designed a software that supports a unique market space - real estate sign installations. Our clients currently install over 300K signs a year!! Our software manages everything for client setup - ordering - and inventor to invoicing and CRM. 

OPPORTUNITY / CHALLENGE

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

• Help with client onboarding
• Support invoicing and collection
• Level I and in cases level II tech support

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.

• Handling general inquiries from licensees and national account clients, including password resets, account deactivation, activating SignTraker, connecting providers to national accounts, and scheduling demos or Q&A sessions. • Preparing and sending paperwork for new licensees, financing loans, storage loans, and ownership transfers. • Managing monthly billing for all licensees, sending invoices to national accounts, preparing bills for national account providers, scheduling payments, and assisting with accounts receivable follow-ups. • Receiving and processing hardware orders, marking flags • Creating shipping labels and collecting related payments • Scheduling training sessions and meetings through Zoom, managing Zoom recordings, and organizing uploads to Dropbox. • Adding prospects and maintaining updates in the CRM • Managing BHHS data entry, • Tracking operational reports such as monthly installation and attrition charts for licensees. • Managing Opendoor daily installation and removal orders • Serving as the point of contact for SignTraker Affiliates • Managing SERHANT orders and account requests • Providing basic Stripe support. • Creating purchase orders for Realty Supply Pro and tracking related payments. 2. What are the most important outcomes you are responsible for? In other words, if you are doing your job well, what results should happen? • Timely and clear communication with licensees and internal teams • Inquiries are responded to within the same business day • No licensee accounts remain past due without follow-up • All agreements are prepared and sent through DocuSign within the same day • Shipping labels are created and processed within the same day when requested • Loans are accurately tracked and monitored • National account clients receive prompt and reliable assistance • Payments from licensees are properly tracked, followed up on, and collected in a timely manner 3. What decisions do you believe fall within your authority? • Following up with licensees regarding outstanding invoices • Preparing and sending agreements or onboarding documents • Determining when a support issue should be escalated to the development team • Scheduling training sessions with licensees • Managing and processing monthly billing • Creating and processing shipping labels as needed 4. What work do you currently do that you believe should belong to someone else? • At this time, there isn’t any work that I believe should belong to someone else. 5. What work do you believe is missing that someone should be accountable for? • Ensuring clear documentation or communication as it would help the team stay aligned and avoid confusion. 6. What are the 3–5 responsibilities that you believe should define your role? Try to summarize your role in a few clear responsibilities. • Administrative and System Management • Billing and Accounts Receivable Management • Licensee Onboarding and Documentation • Operations and Order Coordination • Licensee and National Account Support

RESULTS & FEEDBACK

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

We streamlined our onboarding processed which increased our speed to production and revenue generation. 

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

We have a daily huddle and they participated, completed tasked as assigned and contributed to decision-making and brainstorming. 

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

I like their interview process. 

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

We don't receive any data from them. I'm not sure if they track anything on their end like attendance, screen time etc. That would be nice. We trust our VAs yet, varification would be nice. 

BACKGROUND

Please describe your company and position.

I am the owner & insurance broker of CB Health Insurance

Describe what your company does in a single sentence.

Sell health insurance to companies with 2-50 EE's and help people with Medicare choices

OPPORTUNITY / CHALLENGE

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

• Reliable Employee
• Employee to assist in many of the ongoing tasks that other staff don't have time for
• Allowing me to delegate more monthly and weekly tasks to our VA

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• Great culture fit
• Company values aligned
• Other

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 VA is FT; she handles sending monthly emails to employer group clients whose insurance is renewing.  She runs quotes for people shopping for Med Supp and Int'l travel; she sends emails on large rate increases; she processes the intake forms for Medicare, prepareing an agenda for my mtg, running quotes, entering data in the Data base and quoting enging, and emailing the client and assigning a task for me to schedule the meeting. She also assists with website development, YouTube Thumbnails, and Linked in social media posts.  

RESULTS & FEEDBACK

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

We hired MOD to find a FT employee; this is not a 'project'.  this is ongoing, daily work that needs to get done.  We have employed the VA for 3 years now and plan to keep her for many more. 

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

yes.  Again, this is going back 3 years now.  I had a consultation; learned the process and fees and contacted them when I was ready to interview.  I had 4 or 5 candidates in under a week.  From there, we hired Rea Ratty and she is still working for us today.

What was your primary form of communication with MyOutDesk?

Email or Messaging App

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

Values; offer VA's health insurance; comraderie and how the company treats VA's in the Phillipines.  Also how they screen people was impressive. 

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

can't think of any at the moment

BACKGROUND

Please describe your company and position.

I am the Founder of an IT company

Describe what your company does in a single sentence.

IT MSP services

OPPORTUNITY / CHALLENGE

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

• Administrative assistant for founder
• Making the founder higher functioning by freeing up as time to focus on business driving goals
• Scheduling organization, inbox management scheduling planning

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• High ratings
• Pricing fit our budget

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.

Katrina's been heavily involved in setting up a platform to supply monthly invoices with automated processing to our clients and our sales pipeline and quoting adding information to the product file in both are quoting platform and our PSA tool. This is an example of one project that she's been involved in that she's been highly successful and continues to be. She is also working on numerous other power checks and doing a great job.

RESULTS & FEEDBACK

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

Our automated invoicing is successfully being sent out payments process. Quotes are being created and delivered to clients and payments being received for those quotes in advance of Hardware orders being placed.

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

Katrina is very punctual, always on time, always helping to remind me of tasks calendar invites that are coming things that I need to get done very responsive more responsive than anyone I've ever worked with me items on time. Gives plenty of notice if there's anything that she is unable to accomplish on time, which I don't even know if that has happened yet very good at communicating response to anything that I need always always does what I asked to the best of your ability and very grateful to have her part of our team

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 attention to making sure that the virtual assistance are successful and making suggestions on how to work with them and laying out in front how much work it is going to be to make it successful and as long as you're fully understanding you get out of it what you put into it, which was made very clear to me that is what made it successful

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

 I think My Desk has done a good job. The only thing that I raises concerns sometimes for me is the security of information and the access for some logins. We have combat this by having a workstation in our office that RVA can log into to gain access to some of those system, such as financials banking, sensitive informatHIPAA compliance is something that need to make sure or relaying and making our VA aware of that

BACKGROUND

Please describe your company and position.

 I am the IT Systems Integrator of a roofing company 

Describe what your company does in a single sentence.

We provide all types of exterior services from roof, gutter, window, and door replacements to deck builds and small repairs.

OPPORTUNITY / CHALLENGE

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

• Data Verification
• Data Entry
• IT Support

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• High ratings
• Pricing fit our budget
• 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.

Assist with IT processes.

• General IT support/ticket handling
• Python script reporting and rerunning upon failure
• Verifying invoices
• Entering follow up appointments in CRM
• Verifying CRM data accuracy
• Holding sales accountable to their goals
• Documenting core processes

RESULTS & FEEDBACK

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

Decreased in-house time spent in verification processes by 90%

Increased data accuracy by 90%

Increased visibility into applicable team member accountability by 100% (was not being done before)

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

• Items always delivered on time
• Always available to help even if request could be considered outside scope of original hire
• Consistent communication from the beginning
• Follows up appropriately should a team member not respond not ensure request gets completed in a timely manner

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?

Their hiring and onboarding process and the people I've met. Everyone has been extremely accommodating and helpful.

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

Teaching more about the culture of their virtual assistants. Knowing more about the culture, their motivations, values, and ways of communication could go a long way in helping people find the best, most effective way to communicate with their virtual assistants early on, thereby increasing partnership and efficiency.

BACKGROUND

Please describe your company and position.

 I am the Founder of a premium cocktail company.

Describe what your company does in a single sentence.

Premium cocktail experiences through expertly crafted mixers, curated barware, and elevated entertaining essentials designed for effortless at-home mixology.

OPPORTUNITY / CHALLENGE

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

• Deliver prompt, personalized, and solution-focused customer service that enhances customer satisfaction, builds brand loyalty, and creates a seamless experience with us

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• Pricing fit our budget
• 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.

The scope of work for customer service includes managing customer communications across email, social media, Shopify, and Gorgias; resolving customer concerns in a timely and professional manner; monitoring orders, shipping, and tracking updates; processing refunds, replacements, and special requests when necessary; and ensuring a high-quality customer experience that reflects the brand’s premium image. Responsibilities also include maintaining organized customer records, escalating urgent issues when needed, coordinating with fulfillment and operations teams, and proactively identifying recurring customer pain points to improve overall service processes.

Key deliverables include maintaining fast response times across all support channels, achieving high customer satisfaction through professional and solution-oriented communication, ensuring accurate order and shipment support, monitoring and resolving support tickets daily, providing clear escalation reports for unresolved issues, and contributing to retention and repeat business through positive customer interactions. Additional deliverables include weekly reporting on customer trends and concerns, support coverage during launches or promotions, and consistent brand-aligned communication across all customer touchpoints.

RESULTS & FEEDBACK

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

Measurable outcomes from the customer service project included improved response and resolution times for customer inquiries, consistent daily management and closure of support tickets through Gorgias, reduced unresolved customer complaints through proactive follow-ups, and increased operational efficiency in handling order tracking, replacements, and issue escalation. Additional indicators of success included smoother coordination between customer service, fulfillment, and operations teams, timely support during product launches and promotions, and improved customer experience through professional and solution-focused communication. The project also contributed to stronger customer retention and brand trust by maintaining high service standards and minimizing delays in customer support resolution.

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

Their project management was organized, responsive, and highly dependable throughout the engagement. Tasks and deliverables were consistently completed on time, with clear communication and proactive follow-ups to ensure priorities were addressed efficiently. They responded quickly to changing needs, customer concerns, and operational requests, often taking initiative to resolve issues before escalation was necessary. Their ability to manage multiple responsibilities simultaneously while maintaining attention to detail contributed to smoother day-to-day operations and improved overall workflow efficiency.

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

What stood out most was their professionalism, responsiveness, and ability to deliver high-quality work on time while adapting quickly to our needs.

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

NA

BACKGROUND

Please describe your company and position.

I am the Director of Contracts of BMK Ventures, Inc.

Describe what your company does in a single sentence.

Government contracting

OPPORTUNITY / CHALLENGE

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

• DAPA order management

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• Pricing fit our budget
• Great culture fit
• 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.

The DAPA Inside Sales Manager supports the DAPA (Distribution and Pricing Agreement) program by ensuring timely order processing and professional customer communication. This role is responsible for entering, verifying, and maintaining contract and pricing data within DAPA prime vendors, providing excellent service to both internal and external customers, and ensuring compliance with DAPA requirements and Defense Logistics Agency (DLA) standards.

RESULTS & FEEDBACK

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

Contract Margin: Generate $250K in annual margin from DAPA contracts.

 Order Processing: Acknowledge and issue SO within 24 hours.

Order Fulfillment Rate: Ensure 90% of DAPA orders are fulfilled on time.

Contract Certifications: Maintain Certs & Compliance Reports with DAPA Prime Vendors.

Risk Resolution Time: Resolve 100% of contract-related issues within 10 days. 

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

Jay has been a wonderful addition to the team.  He has sucessfully caught our contracts orders up to date, effectively communicated with the team and meet all expectations of the role. 

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?

Jay has been a valuable addition to the team. He has been proactive in learning the skills to master his position.  Very glad to have him as a part of the team!

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

None at this time.

BACKGROUND

Introduce your business and what you do there.

I'm the client services manager of Infiniti HR. We provide outsourced HR services, including payroll, compliance, benefits, and risk management, to small and mid-sized businesses through PEO and ASO arrangements, allowing clients to focus on core operations.

OPPORTUNITY / CHALLENGE

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

We hired MyOutDesk for client services.

SOLUTION

What was the scope of their involvement?

MyOutDesk's team members are an invaluable part of our client services team, and many of them have been with us for several years. Their dedication, expertise, and commitment to supporting both our clients and internal team continue to make a significant impact every day.

• Stephanie (Client Services Specialist) is a strong and dedicated team member who plays a vital role in our daily operations. She manages our support email inbox, handles daily phone calls and client outreach, assists in training our MyOutDesk employees, and consistently demonstrates leadership and reliability.
• Christopher (Client Services Specialist) is our longest-tenured MyOutDesk team member, approaching nine years with the organization. Over the years, he has become a subject matter expert in unemployment claims management. He works closely with our third-party vendor to oversee the entire unemployment claims process and consistently excels in this role through his knowledge, professionalism, and attention to detail.
• Jayson (Client Services Specialist) serves as a one-source solution for many critical processes within our department. He manages all state wage audits and oversees client and employee wage verifications with efficiency and accuracy.
• Karen (Client Services Specialist) has taken on a wide variety of responsibilities. She manages POA forms between our clients and unemployment provider, oversees our private SDI coverage, and handles employee disability claims for New York and New Jersey.
• Ally (Client Services Specialist) is our newest MyOutDesk employee and is currently in her first year with the team. While still learning and training, she has already become a valuable support resource by assisting Stephanie with phone calls and participating in our client outreach program. She has shown a willingness to learn and a positive attitude that will continue to help her grow within the role.

Overall, all of our MyOutDesk employees are exceptional at what they do and are truly valued members of our client services team. Their hard work, dedication, and ongoing support contribute greatly to the success of our department and the service we provide to our clients.

What is the team composition?

We work with 2–5 teammates from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through a referral. MyOutDesk's pricing fit our budget, had 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 January 2016, and the engagement is ongoing.

RESULTS & FEEDBACK

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

I truly appreciate the dedication and teamwork demonstrated by this group. Their hard work and customer-first mindset continue to make a positive impact on both our department and the clients we serve.

How did MyOutDesk perform from a project management standpoint?

We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

MyOutDesk has hardworking and dedicated team members who contribute daily.

Are there any areas they could improve?

No, there's nothing they can improve on.

BACKGROUND

Introduce your business and what you do there.

I’m a financial planner at a company that provides financial services and financial planning to clients across the nation.

OPPORTUNITY / CHALLENGE

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

I needed a personal assistant who could work side-by-side me to assist me with following up with clients, creating and managing social media content, managing my CRM and calendar, and communicating with clients.

SOLUTION

What was the scope of their involvement?

MyOutDesk has provided us with a virtual assistant. Michael (Virtual Assistant) has helped me create content for my social media page, create a list of ideas and topics for me to create content, and find other agents that I can bring on board to my team to assist with business expansion.

What is the team composition?

We’ve only worked with Michael.

How did you come to work with MyOutDesk?

Someone referred MyOutDesk to me. I chose them over other options because they had high ratings, were close to my geographic location, had pricing that fit our budget, had a great culture fit, offered good value for the cost, and had company values that aligned with ours.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Michael has been phenomenal; I can’t imagine not having his help. He has been the backbone of my business, ensuring that deadlines are met and that the business flows in a timely manner. Since working with MyOutDesk, we’ve seen an increase in the number of appointments being booked, the number of clients assisted, and sales, which have increased by 127%. Everything is tracked on my CRM system.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk has delivered on time and efficiently. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Michael has learned how I work and how I talk with clients. He’s been able to adapt and find the best ways to work with me.

Are there any areas they could improve?

No, everything has been great.

BACKGROUND

Please describe your company and position.

I am the President of Prime Properties USA, LLC

Describe what your company does in a single sentence.

We are a fast-growing US real estate investment company primarily selling off-market properties to future home owners and investors.

OPPORTUNITY / CHALLENGE

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

• Payment Monitoring & Account Management
• Collections Outreach & Communication
• Delinquency Resolution
• Policy Enforcement

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

Other

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.

The Collections Team is responsible for protecting company cash flow by ensuring timely collection of all receivables, minimizing delinquency, maintaining professional tenant/buyer relationships, and enforcing payment compliance across all accounts. This team plays a critical role in financial stability by reducing overdue balances, improving collection rates, and creating structured systems for payment accountability.

RESULTS & FEEDBACK

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

Improved Collection Rate by increasing percentage of on-time payments collected

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

The Collections Team demonstrated structured project management through organized workflows, consistent execution, and measurable accountability systems. Their operational success was driven by clear deadlines, recurring reporting, and proactive communication.

What was your primary form of communication with MyOutDesk?

Email or Messaging App

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

What stands out most is how the Renz  operates not just as an administrative department, but as a direct financial safeguard for the company.

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

MyOutDesk likely provided valuable staff and operational support, but like most outsourcing and staffing solutions, there are opportunities to improve performance, strategic alignment, and long-term scalability.