MyOutDesk

BACKGROUND

Introduce your business and what you do there.

I'm an executive at CoSine Real Estate, a real estate company that offers full-service property management, real estate sales, and investment and asset management services throughout San Diego.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We needed help with our back-office services.

SOLUTION

What was the scope of their involvement?

MyOutDesk acts as a receptionist to answer incoming calls, coordinate maintenance and showings, and help with accounting tasks, including processing property-related billings.

What is the team composition?

We work with 2–5 teammates 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 with MyOutDesk in April 2016, and our engagement is ongoing.

RESULTS & FEEDBACK

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

MyOutDesk performs their job duties by answering calls and coordinating maintenance and showings.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk delivers on time. We communicate via email and messaging apps.

What did you find most impressive about them?

I like how MyOutDesk monitors their assistants.

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Please describe your company and position.

I am the CEO of Nuenergy Electrical

Describe what your company does in a single sentence.

Electrical contracting 

OPPORTUNITY / CHALLENGE

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

• Sales

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• Good value for cost
• 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.

Find leads to convert over to sales. Social media and emails

RESULTS & FEEDBACK

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

Ongoing

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

Trusting, good feedback 

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?

They have trustworthy virtual employees and provide tools to help us become successful.

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

Not now

BACKGROUND

Please describe your company and position.

I am a Team Lead at Sierra Interactive

Describe what your company does in a single sentence.

Real Estate Website and CRM / SAAS Company

OPPORTUNITY / CHALLENGE

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

• Employees to configure websites
• Deliver Websites
• Add Sites

SOLUTION

How did you find MyOutDesk?

Other

Why did you select MyOutDesk over others?

• High ratings
• Good value for cost

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.

Job Summary: The Virtual Assistant (VA) – Website Configuration Support will play a hands-on role in successfully setting up and configuring IDX websites for new Sierra Interactive clients. Working alongside Site Integration Specialists, this VA will help configure websites, manage client communications, and support the cross-functional collaboration required to ensure timely and high-quality site launches.

This role bridges technical implementation and client service, requiring clear communication, attention to detail, and familiarity with basic website functionality. The VA will also coordinate with various internal teams to ensure clients receive a smooth, organized onboarding experience.

RESULTS & FEEDBACK

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

Site delivery time within 15 days.

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

Yes, that was the goal and they are delivering sites within our SLA.

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

Their attention to detail, strong work ethic, and great attitude are impressive.

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

No, very satisfied!

BACKGROUND

Please describe your company and position.

 I am the Owner & Founder of a home services company 

Describe what your company does in a single sentence.

In-home therapeutic coaching and case management for those with mental health and/or substance use disorders.

OPPORTUNITY / CHALLENGE

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

• Admin support
• Community Resource building

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

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

Virtual Assistant Job Description for us. We work with our clients in their homes, in their real world, to transform this same world that has triggered the maladaptive, self-harming responses into the healing environment or healing milieu. 
There’s a sort of psychological and spiritual alchemy to this that begins with personal responsibility, agency, engagement and moves toward discovery of and engagement with personal meaning and purpose.   We use an interdisciplinary team approach. Our case managers, coaches, and therapeutic mentors encourage and challenge our clients to move through their resistance and beyond self-imposed, limiting thoughts and beliefs. 
We work to inspire action toward values-based goals daily and serve as a sounding board to encourage our clients to meet and overcome internal and external obstacles. We utilize both Assertive Community Treatment and Intensive Case Management models, fully utilizing the community in a way that supports our client’s vision of their best, most thriving self.  
Mission Our mission is to provide in-home and community-based addiction and mental health recovery case management, coaching and care coordination for adolescents and adults. We provide pre- treatment assessment and support, work concurrently with treatment, and provide integrative aftercare recovery support. 
We utilize a multi-disciplinary team to deliver client-centered, evidence-based, strengths-based, growth and solutions-focused strategies to engage our clients in creating healthy, meaningful lives. Vision we strive to be the old standard for in-home and community-based mental health, addiction recovery case management and coaching programs in the United States. 
We aim to integrate our work and care into the community and team up with other service providers in a way that supports and engages our clients in moving toward their recovery and wellness goals. We are driven to be an advocate for healing and growth for our clients and families and to provide value to them and to set the standard for ROI in the industry. 
Values We believe that the best environment for healing, growth and learning is a non-judgmental one in which personal growth and healing is the common language. We value a parallel process in our work with clients and families and our staff is founded upon continued personal growth, learning, challenge and optimism. 
From this platform and focus on personal growth and learning we are able to create a normative environment and culture where our clients are able to experience a warmth, understanding and commonality that expedites the relationship building process between them and the clinical team. Job Description We are looking for a team player with a “can do” and get-it-done mentality who collaborates well and is also self-directed and driven. 
The best-fit person for this position is a high achiever who eagerly takes on diverse tasks, juggles deadlines, exercises judgment, solves problems, and is excited to work with a dynamic team. The candidate’s overall responsibility is to ensure that team members have the necessary resources to succeed. Tasks will vary between CEO support, C-suite/Senior Management support, administrative support, outreach support, and more. 

• Responsibilities of the Virtual Assistant 

Support Founder with scheduling appointments and maintaining calendar 
Support Founder in the execution of strategic goals and projects 
Outreach Support, email list building, email engagement, 
Customer Relationship Management updating (we us Less Annoying CRM and Gmail) 
Content creation and posting on social media for networking, marketing and employment (LinkedIn, Instagram, Facebook)
Support with email marketing and newsletters (MailChimp) 
Travel coordination and arrangements 
Possess a high degree of initiative to take independent action and be able to exercise proper judgment at all times 
Be trustworthy and able to exhibit a high degree of confidentiality and integrity 
Supporting staff with invoicing, accounts payable and receivable 
Carry out daily administrative office and some personal needs 
Assist with onboarding and welcoming new team members 
Have a keen understanding of the organization – the vision, business direction, and mission 
Support ongoing build out of business and program systems and operations 
Takes initiative on researching, implementing and improving systems and processes 
Little-to-no outfacing phone calls (at least at the beginning of employment) 
Requirements (preference)

• 3 + years of experience as a Virtual Assistant
• Bachelor's degree or equivalent work experience in Executive Support and Office Management
• Relationship-builder, experience supporting executives grow their business and refine systems
• Expert Scheduler
• Attention to detail, organizational and planning skills, and ability to achieve results under tight deadlines
• Exceptional verbal and written communications skills
• Ability to task switch in a rapidly changing environment
• Efficiency expert who leverages creative problem-solving skills
• Reliable, proactive, takes initiative
• Professional demeanor and a positive attitude about work and providing service
• Familiarity with Software/Apps: Microsoft Office, Adobe, Zoom, Slack, DocuSign, PowerPoint, G-suite, QuickBooks, LinkedIn, MailChimp, Less Annoying CRM, Facebook, Instagram, Theranest and/or ability to learn rapidly
• Ability to write blogs
• Possess strong interpersonal skills, as well as a strong customer service perspective (internal, as well as external), and can handle issues with respect, dignity, sensitivity, and urgency
• Strong organization, project management and problem-solving skills
• Ability to act quickly from one task to another, seamlessly and professionally
• Be highly proactive and take ownership to anticipate needs and adept at managing-up and downstream to ensure deliverables are met timely and accurately
• Excellent verbal and written communication skills including the ability to communicate with all levels of the organization

RESULTS & FEEDBACK

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

Tough to measure with numbers but Jam has taken a lot of the administrative weight of running the business off of my shoulders and has been invaluable.

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

Absolutely. Timely and delivers well.

What was your primary form of communication with MyOutDesk?

Email or Messaging App

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

The company was very supportive and provided us Jam, who is an essential part of the work we do and services we provide.

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

Nope. Very satisfied.

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.

We are a real estate brokerage with 6 office locations throughout Central Florida. 

OPPORTUNITY / CHALLENGE

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

• Timely & efficient assistance with details in several departments within our company

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.

Too much to input here; no time to enter everything...we've had this virtual assistant for a very long time, and MyOutDesk's resource has assisted with many different items and in many different departments as our company has pivoted, adjusted and gone through staffing changes in the many years she's been with us. She's assisted with Marketing, many projects, website updates, etc...

RESULTS & FEEDBACK

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

Completed projects, daily tasks, etc..

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

Yes, always delivered on time and very responsive. 

What was your primary form of communication with MyOutDesk?

Email or Messaging App

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

This is my only experience with a virtual assistant company so I do not have anything to compare it to.

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

No

BACKGROUND

Please describe your company and position.

I am the Owner of a recruiting firm

Describe what your company does in a single sentence.

Recruting

OPPORTUNITY / CHALLENGE

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

• To remove all candidate communication streams from my plate
• To free up my time to allow for more candidate interviews on my schedule
• To review Indeed.com ads quicker so candidates don't disengage

SOLUTION

How did you find MyOutDesk?

Other

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.

My VA has only worked with me for one month and already has taken OWNERSHIP of all streams in my business that don't directly include me interviewing candidates.  She handles all of this so my schedule frees up for more candidate interviews.  She was a breeze to train - and actually has made operational improvements in my business.

RESULTS & FEEDBACK

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

Decreased my involvement in candidate issues so I can focus on interviewing.

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

She continues to impress me everyday - everything is better than I expected!

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

This is the second VA I've hired from MyOutDesk and both hires were quick starts and incredibly smart!

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

No feedback.

BACKGROUND

Please describe your company and position.

I am the Owner of a real estate sales company.

Describe what your company does in a single sentence.

Residential Real Estate sales 

OPPORTUNITY / CHALLENGE

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

• Transaction Coordinator
• Sales Tracking
• Administrative tasks

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?

2-5 Employees

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

Transaction coordination 

sales tracking 

RESULTS & FEEDBACK

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

They become key members of your team that contribute to the company on daily basis. We couldn't function without them. 

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

Daily tasks are always completed even if they have to work past 5pm. New projects are always completed within the agreed upon timelines. Desire to learn new things. 

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

Willingness to help your company grow. Help in finding the correct fit for your team. 

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

No

BACKGROUND

Please describe your company and position.

I am the Operations manager of a business consulting firm.

Describe what your company does in a single sentence.

Business consulting

OPPORTUNITY / CHALLENGE

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

• Marketing assistance

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.

created websites, posted video content, writing content

RESULTS & FEEDBACK

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

met all project milestones

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

Focused and self driven

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

I was impressed with their hard work and ethics.
Are there any areas for improvement or something MyOutDesk could have done differently?

nothing I can think of

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of CareComply, an AI-powered tool for nursing homes that monitors EMR documentation in real-time, flags potential regulatory violations, and guides staff to ensure compliance and improve patient care.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We needed help scaling our team fast.

SOLUTION

What was the scope of their involvement?

MyOutDesk has helped us hire an executive assistant. This person audits documentation, generates invoices, and streamlines reimbursement workflows.

What is the team composition?

We’ve worked with 2–5 teammates from MyOutDesk.

How did you come to work with MyOutDesk?

Someone referred them to me, and their pricing fit our budget.

How much have you invested with them?

We’ve spent around $10,000.

What is the status of this engagement?

We started working with them in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

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

MyOutDesk has helped us realize hundreds of thousands of dollars in reimbursement revenue. Before working with them, we were bottlenecked by our bandwidth.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk’s project management is good; they deliver on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Rachel (Director of Client Success) is easy to work with.

Are there any areas they could improve?

They could give better internet to their team members.

BACKGROUND

Please describe your company and position.

I am the Operations Director of Brightstar Care West Portland

Describe what your company does in a single sentence.

In home care

OPPORTUNITY / CHALLENGE

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

• Help with Recruiting and onboarding

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.

Sourcing, interviewing, hiring and onboarding new hires to the organization. Increase in amount of hire year over year by 10%

RESULTS & FEEDBACK

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

Increased hiring rate and field employee retention

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

Goals and projects were me on time. 

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 quick hiring and onboarding process of virtual professionals impressed us.

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

No