Prialto

BACKGROUND

Please describe your company and position.

I am the Partner of Cultivate Advisors

Describe what your company does in a single sentence.

Strategic business advising

OPPORTUNITY / CHALLENGE

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

• Prospecting support (research)
• Inbox Management
• Calendar management

SOLUTION

How did you find Prialto?

Referral

Why did you select Prialto over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from Prialto were assigned to this project?

2-5 Employees

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

Needed to outsource my back office and prospecting research - deliverables included timeline calendar managmeent and inbox response time, prospect list creation and email campaigns, and managing invoicing/AR collection.

RESULTS & FEEDBACK

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

At least 5+ hours a week of my time freed up / Strong insight into how executives at my level or in parallel companies spend their time / Far higher enjoyment from liberation of tasks I didn't enjoy as much

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

I was so impressed by their lightning response time and precision with deliverables. Very good at anticipating my needs as well. 

What was your primary form of communication with Prialto?

• Virtual Meeting
• Email or Messaging App

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

Response time, need anticipation, precision of deliverables

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

Thought the whole process start to finish was excellent, only thought her would have been if they had prompted me to support more of my staff vs. just me

BACKGROUND

Introduce your business and what you do there.

I’m the founder of Little Hill Real Estate. We help clients find homes and communities they love, focusing on matching people with the right property and lifestyle that fits their needs in the East Bay area.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Prialto?

We needed help streamlining operations and establishing business protocols.

SOLUTION

What was the scope of their involvement?

Prialto helped us draft emails, set up clients with home searches, and organize our Google Drive.

What is the team composition?

We worked with 2–5 teammates from Prialto.

How did you come to work with Prialto?

Someone referred Prialto to me.

What is the status of this engagement?

We worked together from August–October 2025.

RESULTS & FEEDBACK

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

Prialto organized our Google Drive folders and cleaned up our customer CRM, which saved us three hours per week.

How did Prialto perform from a project management standpoint?

Prialto mostly delivered on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

I was impressed by their support in the background.

Are there any areas they could improve?

They could have been more attuned to my industry.

BACKGROUND

Please describe your company and position.

I am the Executive Chairman of Corporate Settlement Solutions

Describe what your company does in a single sentence.

Provide real estate appraisal, title and closing solutions to regional mortgage lenders for both first mortage and home equity lending.

OPPORTUNITY / CHALLENGE

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

• Provide administrative support to our sales team

SOLUTION

How did you find Prialto?

Referral

Why did you select Prialto over others?

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

How many teammates from Prialto were assigned to this project?

1 Employee

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

Support sales executive with entry and organization of data in Hubspot.  Generate monthly performance reports and deliver to customers.  Search for prospect data.  

RESULTS & FEEDBACK

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

Monthly creation and delivery of our performance reports to customers.  Weekly attendance at sales meetings.  Organization and updating of sales data in Hubspot.  Regular searching for data regarding identified sales prospects.

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

Our assigned Sales Assistant, Matt, did an excellent job for us.  Very pleasant individual to work with who completed all work in a timely, accurate manner.

What was your primary form of communication with Prialto?

• In-Person Meeting
• Email or Messaging App

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

I was impressed with the excellent quality individual assigned to our account as a Sales Assistant.  Backup efforts to provide seamless work coverage when assigned sales assistant out of office.

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

No areas of concern.

BACKGROUND

Please describe your company and position.

I am the Managing Director of an executive coaching company. 

Describe what your company does in a single sentence.

Provides executive coaching.

OPPORTUNITY / CHALLENGE

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

• Help with administrative tasks and scheduling to help free up my time for client work.

SOLUTION

How did you find Prialto?

Online Search

Why did you select Prialto over others?

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

How many teammates from Prialto were assigned to this project?

2-5 Employees

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

My Virtual Assistant through Prialto helped schedule my clients and other appointments, assistant with lead follow up and tracked data and processes for me. 

RESULTS & FEEDBACK

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

I was able to double my client capacity because I had the help. 

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

They were very responsive to feedback and deadlines. 

What was your primary form of communication with Prialto?

• Virtual Meeting
• Email or Messaging App

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

They had layers of support so that my VA never had to work entirely alone. This meant that I did not have to manage every element of my VA's training or process, she had the support of her team to go to with questions as well. 

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

Can't think of anything. I was really happy with the service. 

BACKGROUND

Please describe your company and position.

I am the Owner of Jewell Running Group

Describe what your company does in a single sentence.

A marketing company that collects data on what shoes runners wear.

OPPORTUNITY / CHALLENGE

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

• Support Data importing
• Organize company structure on our business platform
• Design and execute email and social media marketing

SOLUTION

How did you find Prialto?

Referral

Why did you select Prialto over others?

Great culture fit

How many teammates from Prialto were assigned to this project?

2-5 Employees

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

We collect data on over 70 events globally. The main task is to collect data from the event website and collating that data for our use in catputure running shoe data. It's a critical piece of our business and Prialto has been pivotoat in our ability to take on more event requests. 

RESULTS & FEEDBACK

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

We are able to take on more event work becuse of the work done on this project. That mean's more revenue for the company. 

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

They deliver on time, ask good and timely questions and generally take an idea of mine and make it better. 

What was your primary form of communication with Prialto?

• Virtual Meeting
• Email or Messaging App

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

Prialto's entire team is devoted to our project. It's not one person. 

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

Not that I can think of now. 

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a real estate company. We’re landlords for commercial and residential real estate.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Prialto?

We needed to get the business organized.

SOLUTION

What was the scope of their involvement?

Prialto provided calendar management services. The team also helped with compliance information and documentation related to tax filings. They entered the information to file sales tax.

What was the team composition? 

We worked with a dedicated team.

How did you come to work with Prialto?

We found them through an online search. I liked Prialto’s processes and approach, so we chose them.

What is the status of this engagement?

We started working together in July 2024.

RESULTS & FEEDBACK

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

With Prialto’s help, we had a more organized business, allowing us to streamline processes and improve efficiency.

How did Prialto perform from a project management standpoint?

They delivered on time and responded well to our needs.

What did you find most impressive about them?

We were impressed with the speed at which they worked and the documentation of workflows and processes.

Are there any areas they could improve?

When new processes arose, even small ones, I had to meet with a team of people even though I had one primary contact. Being able to quickly work with my contact could have made some things faster.

BACKGROUND

Please describe your company and position.

I am the Founder of a consulting company 

Describe what your company does in a single sentence.

We have been using Prialto for over a decade with our business.  They grew with me from one employee to over 300.  Their service is fantastic and they are very process and technology oriented.  

I'm 2025, my wife started working with a Prialto productive assistant on the personal and household side.  She really loves Prialto as the productivity assistant is helping her manage all the household tasks and her scheduling and emails.

I highly endorse Prialto.

OPPORTUNITY / CHALLENGE

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

• Sales
• Marketing
• Personal coordinator

SOLUTION

How did you find Prialto?

• Referral
• Other

Why did you select Prialto over others?

Referred to me

How many teammates from Prialto were assigned to this project?

2-5 Employees

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

Prialto provided a variety of support both for our business as well as personal support 

RESULTS & FEEDBACK

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

Prialto did a fantastic job supporting us.

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

Very responsive 

What was your primary form of communication with Prialto?

Virtual Meeting

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

The people, the processes and their use of technology 

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

No

BACKGROUND

Please describe your company and position.

I am the Associate Chief of Staff of an e-commerce company 

Describe what your company does in a single sentence.

Online store platform 

OPPORTUNITY / CHALLENGE

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

• Scheduling
• Executive Calendar Management
• Executive Assistant

SOLUTION

How did you find Prialto?

Referral

Why did you select Prialto over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Prialto were assigned to this project?

1 Employee

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

Scheduling assistance and optimization, executive and corporate calendar management, calendar planning 

RESULTS & FEEDBACK

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

Completed all tasks in a timely manner, was very pleasant to work with, very capable, culture fit

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

They always responded promptly and were on top of tasks and communicative 

What was your primary form of communication with Prialto?

Virtual Meeting

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

Ability to seamlessly train and backfill when needed 

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

NA 

BACKGROUND

Please describe your company and position.

I am the CEO of Tee Up Advisors, LLC

Describe what your company does in a single sentence.

We're a fractional CFO firm

OPPORTUNITY / CHALLENGE

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

• executive assitant - take work off my plate

SOLUTION

How did you find Prialto?

Online Search

Why did you select Prialto over others?

• Pricing fit our budget
• Company values aligned
• Different business model

How many teammates from Prialto were assigned to this project?

2-5 Employees

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

• Calendar Management: Organizing schedules, setting up appointments, and ensuring smooth coordination to maximize productivity.

• Payment of Bills: Handling bill payments accurately and on time while maintaining proper records for your review.

• Market Research: Conducting thorough research to provide actionable insights tailored to your needs.

• Managing Other Admin Tasks: Taking on a variety of administrative responsibilities, prioritizing efficiency and attention to detail.

RESULTS & FEEDBACK

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

• Saved time

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

yes. they mostly delivered according to their promises. No one is perfect, but they were great.

What was your primary form of communication with Prialto?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

when 1 EA fails, the engagement manager steps in and finds you another. 

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

Be clearer about how many hours 1 "credit" translates to. I never know if I've over/under utilized my allotment. 

BACKGROUND

Please describe your company and position.

I am the CEO of Students For Liberty

Describe what your company does in a single sentence.

Students For Liberty is a non-profit organization with 81+ staff members that trains and supports pro-liberty students in the United States and around the world. 

OPPORTUNITY / CHALLENGE

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

• Executive Assistant
• Email and calendar management
• Miscellaneous

SOLUTION

How did you find Prialto?

Online Search

Why did you select Prialto over others?

• High ratings
• Good value for cost
• great system

How many teammates from Prialto were assigned to this project?

2-5 Employees

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

• ongoing transcription services 
• salesforce management 
• email writing 
• research 
• calendar management 
• email management 
• receipt management 

RESULTS & FEEDBACK

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

time saver. Reliable resource. Getting things done that otherwise would fall to the wayside 

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

Yes, they are on point and respond quickly.

What was your primary form of communication with Prialto?

• Virtual Meeting
• Email or Messaging App

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

I like their system that they always train a back up. Thus, if one assistant leaves there is always another ready to go including when your primary assistant is sick. So there is always support

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

NA

UPDATED REVIEW

This review was published on Dec 29, 2024.

Kenneth Wagner
Director of Development, Students For Liberty
Nonprofit
McLean, Virginia
51-200 Employees
Jan 2020 - Ongoing
$10,000 to $49,999
Verified

Project summary
Prialto provides administrative support for a student organization. The team handles calendar management, email prioritization, data entry services, meeting transcriptions, travel booking, and general research.

Feedback summary
Prialto has been embedded into the client's workflow, allowing them to focus on high-value tasks. The team functions independently and prioritizes tasks efficiently, communicating via emails and messaging apps. Their professionalism and understanding of the client's needs are impressive.

BACKGROUND

Please describe your company and position.

I am the Director of Development of Students For Liberty

Describe what your company does in a single sentence.

we are the world's largest classical liberal student organization operating in over 110 countries.

OPPORTUNITY / CHALLENGE

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

• Provide administrative support to the CEO and other senior leadership team members
• Remove administrative burden from senior leadership team members in order to enable them to focus on higher value tasks

SOLUTION

How did you find Prialto?

Referral

Why did you select Prialto over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

The virtual assistant provides calendar management, email prioritization, data, entry services, meeting note transcriptions, calendar coordination, travel booking, and more general research functions.

RESULTS & FEEDBACK

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

The virtual assistant has been embedded in the workflow of our organization so that multiparty meetings, somewhat complex which is the arrangements, travel planning and data flow management all happens smoothly without a lot of intervention required. This is enabled the senior leadership team to focus on high value-adding tasks Without needing to worry about making sure that all the necessary administrative details are being taken care of.

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

Our virtual assistant functions largely independently. He receives tasks and requests from multiple senior leadership team members, and this is responsible for prioritizing them and getting them done. This happens routinely so much so that we don't need to think about getting these things done from a project management perspective. We simply know that they will be done. Prialto has removed a tremendous burden from everyone's consciousness, which we greatly appreciate.

What was your primary form of communication with Prialto?

Email or Messaging App

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

Over the years, we've worked with multiple virtual assistants from Prialto. Every one of them has been able to hit the ground running and demonstrated a high level of professionalism and understanding of our needs, motives for operating, systems and processes, etc. There is clearly a lot of work that has been done in the background that in Naples they train staffers to meet the unique needs of each individual client.

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

No.

RATINGS:
Overall rating: 5.0   

Quality: 5.0    

Cost: 5.0    

Schedule: 5.0    

Willing to refer: 5.0