Remote CoWorker

BACKGROUND

Please describe your company and position.

I am the Co-Owner of Transform & Renew PLLC

Describe what your company does in a single sentence.

We are a small group counseling practice helping clients with their mental health.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote CoWorker to accomplish?

• Scheduling, rescheduling and cancellations
• benefits and eligibility running for new clients and returning clients.
• social media post creations/ posting

SOLUTION

How did you find Remote CoWorker?

Online Search

Why did you select Remote CoWorker over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Remote CoWorker were assigned to this project?

2-5 Employees

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

Our Virtual Assistant has been able to help us take our front end adminstration tasks to a new level. He is able to answer calls and messages as they come in versus us piecemealing our phone coverage to who is available.

They have been able to Take new calls, schedule clients, and run their benefits quickly. The VA has been timely with responding to our team, our clients and helping us be more consistent in our front office tasks.  The onramp time has been impeccable and super impressed with the team and the hiring process of our virtual assistant. 

RESULTS & FEEDBACK

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

We were able to go from identifying our needs, to interviewing and onboarding in the span of 2-3 weeks. Onboarding was easy and the VA has been a good fit from the start. Our Account Manager has been very communicative and easy to work with.

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

Yes they responded to items on time and easily pivoted when we needed to. They ensured we understood the expectations and made clarifications with us when we were in the beginning stages. They also provide good, clear communication with any questions we have.

What was your primary form of communication with Remote CoWorker?

• Virtual Meeting
• Email or Messaging App

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

They also want to partner with us to see our success. They were friendly, warm, and helpful throughout. They did not pressure us and let us decide our next move versus other organizations that were pushy.

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

No, I think they did an exceptional job and very pleased with our account manager Melanie's hard work and our VA, Iverson.

BACKGROUND

Please describe your company and position.

 I am the Owner of a legal company 

Describe what your company does in a single sentence.

Law Firm

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote CoWorker to accomplish?

• Find a VA

SOLUTION

How did you find Remote CoWorker?

Online Search

Why did you select Remote CoWorker over others?

Great experiencewith company

How many teammates from Remote CoWorker were assigned to this project?

1 Employee

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

I had an excellent experience working with Remote CoWorker—easily the best VA recruiting company I have encountered, and I reached out to more than fifteen firms before finding them. They are consistently responsive, take the time to understand exactly what you are looking for, and put significant effort into finding the right match. Even the VA who was ultimately placed expressed very positive feedback about their interactions with RCW.

My Account Manager, Zeldine, was exceptional. Throughout several meetings, she presented multiple qualified candidates and demonstrated an impressive ability to interpret my needs—even when I was not entirely sure how to articulate them myself. Her insight, professionalism, and dedication made the entire process seamless.

I cannot speak highly enough of Zeldine. A numerical rating would not do her justice; while she is certainly a 10 out of 10, it is more accurate to describe her as one of one. No other recruiting company I interacted with came close to matching her level of service, efficiency, responsiveness, and overall professionalism. Working with her was truly a standout experience.

RESULTS & FEEDBACK

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

They found me a VA who perfectly fit what I was looking for

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 Remote CoWorker?

Virtual Meeting

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

They were responsive, thorough and expereinced.

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

no

BACKGROUND

Please describe your company and position.

I am the Physical Therapist and Owner of Sharla Buza Physical Therapy

Describe what your company does in a single sentence.

Provide physical therapy services with a Women's Health specialty, orthopedic, spine and sports rehab, personal training and lifestyle fitness coaching. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote CoWorker to accomplish?

• Help manage administrative tasks
• Scheduling and medical communications
• Social Media

SOLUTION

How did you find Remote CoWorker?

Online Search

Why did you select Remote CoWorker over others?

• High ratings
• Pricing fit our budget

How many teammates from Remote CoWorker were assigned to this project?

2-5 Employees

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

• Manage the calendar (book, confirm, and reschedule appointments)
• Handle patient intake forms 
• Send appointment reminders (if patient hasn't responded to IntakeQ reminder)
• Handle billing follow-up (sending superbills, invoices, tracking payments, reconciling charges)
• Upload scripts and documents to files
• Tracking scripts and managing renewal
• Social media and marketing
• Creating marketing materials business cards, brochures, postcards
• Perform discovery calls with potential patients
• Create and schedule social media posts (Instagram, Facebook, Threads, etc.)
• Post blog updates or upload new website content
• Track marketing analytics (followers, engagement, conversion rates)
• Documentation Support (Non-clinical)
• Format and organize patient education handouts
• Create PDF guides or printable sheets
• Maintain a library of standard emails or text templates

RESULTS & FEEDBACK

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

• Cancellation rates
• Income generated/payment collections
• Number of discovery calls becoming patients 
• Total number of patients scheduled/week/month 

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

Regular communication through secure Google account, weekly meetings, daily interactions regarding tasks and patient communications; very timely with answering calls, texts and requests to complete projects. 

What was your primary form of communication with Remote CoWorker?

Virtual Meeting

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

I was impressed with the qualifications of the VA's I interviewed when considering hiring. I am also very happy with my current VA, her knowledge, expertise, and help with managing my personal business.

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

No comment

BACKGROUND

Introduce your business and what you do there.

I’m the managing partner of Aurorae Group, a consulting company. We provide AI-augmented executive coaching, combining human-centered development with ethical technology to help leaders navigate complexity, gain clarity, and lead with purpose and resilience.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote CoWorker?

I needed help with a wide variety of tasks. I was looking for someone who could flex between administrative work like email and calendaring to creative work like Canva and Word document design. I also needed someone who could quickly learn specialized technology that I use to manage my coaching & consulting practice.

SOLUTION

What was the scope of their involvement?

Remote CoWorker helped me with a number of projects. Some of the more significant ones included cleaning up and reorganizing my varied email accounts. Another project was extracting coaching tools from large documents and recreating them as tools without any additional fluff. My assistant also helped with ongoing tasks like checking my email daily, scheduling, and resolving calendar conflicts. She also updated my logs to track coaching hours and new LinkedIn connections. Additionally, she sent out emails to colleagues and clients.

What is the team composition?

I worked with one executive assistant.

How did you come to work with Remote CoWorker?

I found them through an online search. I chose them over other options because they had high ratings, their pricing fit my budget, they offered good value for the cost, and their company values aligned with mine.

What is the status of this engagement?

We worked together from October 2023–October 2025. I ended the engagement through no fault of RCW. It was the US Government shutdown that precipitated the premature termination of our arrangement.

RESULTS & FEEDBACK

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

We reduced the number of emails I needed to manage from approximately 10 down to four. We also consolidated four different Substack accounts down to one primary account. Additionally, we created approximately 50 SOP documents to reflect how I run my business. Although I didn’t track metrics explicitly, I was able to focus more effort on working to build business relationships and less time managing my calendar, email, and projects. Overall, I saved roughly 10–15 hours per week on administrative tasks.

How did Remote CoWorker perform from a project management standpoint?

My assistant was consistently on time. When she knew that the allocated time wasn’t sufficient, she communicated well to let me know and renegotiated. Our primary form of communication was virtual meetings.

What did you find most impressive about them?

Remote CoWorker was exceptionally accommodating during the contracting phase. They were also very transparent and clear in their communications and onboarding. Moreover, they did an excellent job identifying candidates for me to interview.

Are there any areas they could improve?

There was nothing they needed to improve.

BACKGROUND

Please describe your company and position.

 I am the Owner of a legal company 

Describe what your company does in a single sentence.

Estate Planning and Probate Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote CoWorker to accomplish?

• Administrative Assistant

SOLUTION

How did you find Remote CoWorker?

Online Search

Why did you select Remote CoWorker over others?

Good value for cost

How many teammates from Remote CoWorker were assigned to this project?

1 Employee

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

Administrative /paralegal work

RESULTS & FEEDBACK

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

Since joining Remote Coworker just a few months ago, I'm able to serve more clients and focus more on business generation by delegating adminstrative tasks to my assistant, Ms. Kristine. From the day, Nelusof Remote Coworker curated talented applicants for me and I interviewed them via video call, I selected Ms. Kristine who has been a "standard setter" worker - a compliment that I do not give easily. Ms. Kristine has consistently owned all assignments that I have given her, seamlessly juggling them with professionalism and ease. 

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

I would be remiss if I didn't mention Ms. Angelique. Ms. Angelique does an impeccable job of managing and improving my relationship with Ms. Kristine through constant comminication with both me and Ms. Kristine. On a weekly basis, she provides me with tidy charts that help me track Ms.Kristine's productivity and always has time to discuss any issues that might arise. 

What was your primary form of communication with Remote CoWorker?

• Virtual Meeting
• Email or Messaging App

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

Again, Remote CoWorker has been a game-changer for my law practice as I scale up its bandwidth to serve more clients. Mr. Groesbeek's friendly demeanor and masterful knowledge on how to best curate a remote team for any professsion is nonpareil. I certainly intend to utilize Remote Coworker moving forward as my "secret weapon" to increase my office's ability to serve more clients and to compete with other NYC based firms.

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

NO

BACKGROUND

Please describe your company and position.

I am the CEO of AI Legal Strategist

Describe what your company does in a single sentence.

Attorney and professional voice actor and speaker

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote CoWorker to accomplish?

• Help with multiple businesses

SOLUTION

How did you find Remote CoWorker?

Online Search

Why did you select Remote CoWorker over others?

Great culture fit

How many teammates from Remote CoWorker were assigned to this project?

1 Employee

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

Managed comprehensive SEO on-page optimizations, keyword research, and performance reporting across multiple business verticals:
● Operated AI tools and automation platforms (Make.com) to streamline marketing workflows and business operations. 
● Created and optimized paid media campaigns across Facebook and Amazon advertising platforms.
● Designed ad creatives, social media content, and marketing materials using Canva and Adobe Suite. 
● Managed multi-platform e-commerce operations including Shopify store setup, Etsy marketplace optimization, and Amazon FBA program administration. 
● Oversaw Amazon KDP (Kindle Direct Publishing) operations for book publishing and distribution. 
● Utilized Notion for project management, workflow organization, and business documentation across all ventures.
● Developed and maintained web applications using Replit for various business automation needs. 
● Provided comprehensive virtual assistant services including email management, scheduling, customer service, and administrative support. 
● Coordinated operations across multiple business entities, ensuring seamless integration and performance optimization. 
● Implemented budget pacing strategies and monitored KPIs across all digital marketing channels and business operations.

RESULTS & FEEDBACK

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

weekly meetings

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

yes good project management

What was your primary form of communication with Remote CoWorker?

Virtual Meeting

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

They were friendly and professional

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

leaving a review here is extremely timeconsuming and cumbersome

BACKGROUND

Please describe your company and position.

I am the HR Generalist of an acupuncture therapy clinic.

Describe what your company does in a single sentence.

Our clinic provides acupuncture and massage therapy for our patients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote CoWorker to accomplish?

• Consolidate and prepare insurance documentation for submission
• Call patients to inquire if they want to continue treatment

SOLUTION

How did you find Remote CoWorker?

Online Search

Why did you select Remote CoWorker over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Remote CoWorker were assigned to this project?

1 Employee

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

The Virtual Assistant through Remote CoWorker assisted us with a backlog of documentation consolidation in a short period of time. This was extremely important so our patients didn't have a gap in continued care.

RESULTS & FEEDBACK

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

KPIs were established and met without delay. This enabled us to submit insurance claims in a timely manner to ensure there was no gap in care for our patients.

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

KPIs were met in a timely manner.

Account Manager provides timely and concise communications between our office and Remote CoWorker.

Virtual Assistant we selected met and even surpassed our expectations on KPI deliveries.

What was your primary form of communication with Remote CoWorker?

• Virtual Meeting
• Email or Messaging App

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

Remote CoWorker is extremely professional, understands the need to work together as a team to achieve goals set for the Virtual Assistant, and provides timely & concise communications.

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

None that we can think of.

BACKGROUND

Please describe your company and position.

I am the Owner of Kinetic Home Therapy Services

Describe what your company does in a single sentence.

In home physical, occupational, and speech therapy.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote CoWorker to accomplish?

• Back end operations

SOLUTION

How did you find Remote CoWorker?

Referral

Why did you select Remote CoWorker over others?

High ratings

How many teammates from Remote CoWorker were assigned to this project?

1 Employee

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

Scope of Work
Camille will be responsible for supporting business operations, administrative processes, and project execution for Kinetic Home Therapy Services (and any related expansion projects, such as the hybrid clinic). Her role will blend administrative coordination, communication management, and operational support to ensure smooth day-to-day functioning and project progress.

Core Responsibilities
Administrative Support

Manage scheduling for meetings, appointments, and events.
Coordinate therapist and patient schedules as needed.
Maintain organized electronic and paper records.
Track important dates, deadlines, and deliverables for the team.
Communication & Correspondence

Draft, proofread, and send professional communications on behalf of leadership.
Respond to inquiries from clients, partners, and vendors in a timely and professional manner.
Maintain clear and consistent internal communication with the team.
Operational & Project Coordination

Assist in onboarding processes for new hires, including gathering required documents and scheduling orientation sessions.
Coordinate with billing, compliance, and clinical teams to ensure smooth workflows.
Support planning and logistics for marketing and outreach initiatives.
Track ongoing project milestones, ensuring tasks remain on schedule.
Compliance & Documentation Support

Help ensure company documentation aligns with Medicare and insurance compliance requirements.
Organize and maintain audit-ready records.
Assist with updating and distributing internal SOPs and compliance checklists.
Vendor & Partner Relations

Communicate with external vendors to manage contracts, service requests, and payments.
Support relationship management with referral sources, assisted living facilities, and strategic partners.
 
Summary of Key Deliverables
Operational Calendar: Updated and maintained master schedule for company events, staff schedules, and deadlines.
Communication Logs: Organized records of incoming and outgoing correspondence with clients, staff, and partners.
Onboarding Packets: Complete, organized onboarding documents and checklists for new hires.
Compliance Files: Audit-ready digital and physical compliance documentation.
Project Status Reports: Regular summaries of ongoing projects, including timelines, completed tasks, and upcoming milestones.
Vendor Coordination Records: Up-to-date list of vendors, contracts, and service arrangements.

RESULTS & FEEDBACK

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

Measurable Outcomes
Operational Efficiency

Reduction in scheduling conflicts or double-bookings by X% within the first 90 days.
Average patient scheduling turnaround time reduced to less than 24 hours.
Communication Responsiveness

100% of inbound patient, partner, or vendor inquiries responded to within one business day.
Improved internal communication reflected in staff survey ratings (goal: ≥90% satisfaction).
Onboarding Process Improvement

All new hires receive completed onboarding packets and orientation within 5 business days of start date.
Zero missing documents in onboarding compliance files.
Compliance Readiness

Maintain 100% audit-ready documentation for Medicare and insurance requirements.
Internal compliance checklists updated quarterly with no overdue action items.
Project Tracking & Delivery

≥90% of project milestones completed on or ahead of schedule.
Monthly status reports delivered on time to leadership, capturing current progress and risks.
Vendor & Partner Coordination

Renewal or execution of all vendor contracts completed at least 30 days before expiration.
At least two positive feedback notes from vendors, ALFs, or referral partners within the first six months.
 
 

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

They demonstrated strong organizational and follow-through skills in managing multiple priorities at once. She consistently kept tasks and milestones on track, ensuring that deliverables were completed on or ahead of schedule. Her attention to detail in maintaining timelines and proactively updating the team helped prevent delays and bottlenecks.

She responded to needs quickly and effectively, adapting when priorities shifted and addressing requests with minimal turnaround time. Communication was clear and proactive — she regularly provided progress updates without needing to be prompted and followed up to ensure nothing fell through the cracks. Overall, Camille’s project management style was dependable, responsive, and solution-oriented, making her a reliable point of coordination for operational and compliance-related projects.

What was your primary form of communication with Remote CoWorker?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about Remote Coworkers was their ability to blend high-quality clinical care with a highly personalized, mobile service model. The company’s focus on meeting patients where they are — literally in their homes or assisted living facilities — creates a level of convenience, comfort, and trust that’s difficult for traditional outpatient settings to match.

Equally impressive is the company’s proactive approach to compliance and operational efficiency. From Medicare audit readiness to well-structured onboarding and scheduling systems, there’s a clear emphasis on doing things right the first time. This commitment to both patient outcomes and operational excellence sets Kinetic apart in the therapy industry, creating a strong foundation for sustainable growth and long-term partnerships.

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

NA

BACKGROUND

Introduce your business and what you do there.

I'm the principal attorney of a law firm focused on estate planning and probate.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote CoWorker?

I wanted to find high-quality and reliable legal assistance that I could trust to handle responsibilities and continue to be a learner and helper.

SOLUTION

What was the scope of work performed?

Remote CoWorker identified high-quality candidates to serve as legal assistants in my firm. They also provided good advice on evaluating talent.

The legal assistants have been responsible for answering incoming phone calls, managing document storage and organization, drafting legal documents, conducting initial legal research, and document automation.

What is the team composition?

We currently have three teammates from Remote CoWorker.

How did you come to work with Remote CoWorker?

I found Remote CoWorker through a CLE that recommended them for adding high-quality support staff for a law firm. My initial meeting was with a sales representative named Warren, and he was fantastic. He answered all of my questions and seemed genuinely interested in helping me grow my business.

What is the status of this engagement?

We started working with Remote CoWorker in January 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We've seen success through internal metrics and client feedback. The metrics include files reviewed, documents prepared, and phone calls answered. All clients who have interacted with the staff have said it was a good experience.

How did Remote CoWorker perform from a project management standpoint?

Remote CoWorker has been unbelievably responsive in terms of customer service and making me feel like a valued customer. We communicate via email and Zoom.

What did you find most impressive about them?

Remote CoWorker is very personable in an age when it's hard to talk to people.

Are there any areas they could improve?

I can't think of anything for them to improve.

BACKGROUND

Introduce your business and what you do there.

I'm the founder and president of Spark AI Strategy, a consulting company. We help individuals and organizations leverage AI by providing personalized strategies, expertise in generative and predictive AI, and custom solutions to drive innovation and business growth.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote CoWorker?

We needed support with marketing, social media, and lead generation.

SOLUTION

What was the scope of work done?

Remote CoWorker has taken over all of my social media channels and built out a strategic approach that aligns with my growth goals. In addition, my VA has been tasked with streamlining my collateral and aligning it with my brand. He is building out my lead generation platform as well as an annuity-based social media/newsletter platform. Currently, he is working on building out online courses for me that will lead to lead generation and annuity-based income alongside my standard consulting and coaching.

What is the team composition?

I've worked with two teammates from Remote CoWorker.

How did you come to work with Remote CoWorker?

I interviewed five different VA firms, and Remote CoWorker stood out to me as one that had the broadest roles and the most flexibility to meet my specific needs. I also liked their interview process as opposed to just being assigned a VA.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Remote CoWorker's work has given me back time and allowed me to focus on other aspects of my business. I assign numerous projects, and they continue to deliver them on time and with excellent quality. For example, they've built out a social media workflow, uploaded content to my website and socials, and worked alongside me to create a strategy to see the impact of our social media and newsletter audience. The metrics I use to measure the impact of my social media and newsletter audience growth are an increase in bookings from the right clients and an increase in profitability.

How did Remote CoWorker perform from a project management standpoint?

Remote CoWorker's project management is perfect. Dhan is easy to work with, friendly, confident, and responsive. He asks questions, takes feedback, and follows through on assignments. We communicate via email, Teams, Trello, and WhatsApp.

What did you find most impressive about them?

My account manager is professional and prompt. She has brought me excellent candidates to choose from, coached me on processes and KPIs, and is always consistent and friendly in her communication.

Are there any areas they could improve?

No, there aren't any.