Remote CoWorker

BACKGROUND

Introduce your business and what you do there.

I work for Platinum Public Adjusters, a public adjusting company. I am a public adjuster for them. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote CoWorker?

I needed sales leads and clients coming in, and that’s why I hired Remote CoWorker.

SOLUTION

What was the scope of their involvement?

I hired the call center where we were doing cold calls to generate leads. They do some back-office services too.

What is the team composition?

I only work with one person, the VP of Remote CoWorker.

How did you come to work with Remote CoWorker?

I met their VP through a friend, but I’ve known him for a while since we lived together for a bit. He really showed me that he cared about my business and he was very motivated and looking out for us — that’s why I chose him over anybody else. In addition, their pricing was good too.

How much have you invested with them?

We’ve spent less than $5,000.

What is the status of this engagement?

We started working together in June 2020, and we have an ongoing collaboration with Remote CoWorker.

RESULTS & FEEDBACK

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

They’ve been great so far. I went from a couple of leads here and there to a steady influx of rapid amounts of weekly leads where I’m able to keep my business afloat. 

How did Remote CoWorker perform from a project management standpoint?

They’ve been great and their VP is very on top of my project. I communicate with Remote CoWorker mostly through phone calls and texting.

What did you find most impressive about them?

Their VP makes sure that I’m following up and doing my end of the deal. The team has been very thorough in appointments, addresses, and information that I need in order to close a deal.

They make it super easy for me to just walk in and have a good rapport with a customer. Prospective clients know what I’m going to talk about once I reach out to them. Remote CoWorker has made it very easy for me to transition into closing deals.

Are there any areas they could improve?

They can improve on the accuracy of the details about potential clients. Sometimes prospective customers aren’t who Remote CoWorker says they are and as result, they've been a little confused about the product I’m selling.

In connection with that, the team can a little bit more thorough in gathering information and making sure that it’s a smooth transition for me. Basically, they just need to make sure that the prospective client is aware of what’s happening.

Do you have any advice for potential customers?

Sometimes when I’m talking to a prospective client, they have no idea what’s going on. I just don’t know if it’s a lead generation thing or I don’t know what’s going on behind the scenes, but it seems like there are random phone numbers. I don’t know exactly how they’re getting that lead, but it’s just a couple here and there. I would just say to communicate with prospective clients to make sure that they're on board and ready to meet with me.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of My Dreams Real Estate. We buy and sell real estate, dealing a lot with investment properties.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote CoWorker?

The main goal we had was to increase our lead and generate more business. We wanted to grow and expand at an affordable price.

SOLUTION

What was the scope of their involvement?

We started with an interview process, picking the right resources that match what we’re looking for. They brought us different candidates and we chose the people we wanted to work with us. 

I have about five virtual assistants working for me doing outbound phone calls. I trained them on what I’m targeting and provided a script to ensure they understand what they’re selling. From there, they generate leads for me and let me know if specific targets were interested in buying or selling real estate. 

What is the team composition?

They provide a management team that works on the interviews and supplying resources. I usually have around three teammates supporting, but it ranges to over five.  

How did you come to work with Remote CoWorker?

I looked at various places. After having a conversation with them, they sounded like a good choice. The price was reasonable, so I gave it a shot. 

How much have you invested with them?

The price depends on how many resources my business needs at the moment. We’ve spent around $200,000. 

What is the status of this engagement?

We’ve been working together since June 2018. 

RESULTS & FEEDBACK

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

I am very pleased with the results. I’m getting great value for my money based on the results I see. The quality is as good as the leads they’re gathering. Some campaigns have done amazing and some haven’t, but it isn’t due to their work. It depends on the list we give them and the product we’re selling, but I’ve been happy. 

How did Remote CoWorker perform from a project management standpoint?

Their communication is good. Although it takes some time to train and get resources up to our standards, they provide a great service. Usually, we Skype to communicate with everyone. 

What did you find most impressive about them?

Their management is the most impressive thing. They’re on top of everything. If someone isn’t doing well, Sean (COO) will handle it. They’re also very accommodating. They’re hard workers and are passionate about the job. They are willing to put the effort in. After training them and showing them what to do, they are very valuable employees. 

Are there any areas they could improve?

Any time I have an issue, they address it quickly and are willing to work with us. 

Do you have any advice for potential customers?

Don’t give them a task they can’t handle. Train them and be the customer to let them sell to you.

BACKGROUND

Please describe your company and position.

 I am the Office Manager of a medical company 

Describe what your company does in a single sentence.

We are a medical office.

OPPORTUNITY / CHALLENGE

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

• Administrative support

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.

Our remote employee mainly handles insurance verification and chart prep, as well as prior authorization and medical appointment scheduling.

RESULTS & FEEDBACK

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

Greatly reduced administrative burden on in-office employees, freeing them up to focus more on customer service

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

Our remote employee always delivers her work on time and is highly communicative.

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?

Leadership is very involved with ensuring the success of the relationship between client and remote employee.

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

None

BACKGROUND

I am the Owner of Monrovia Travel

Travel Agency 

OPPORTUNITY / CHALLENGE

• Virtual Assistant Support

SOLUTION

Online Search

High ratings

1 Employee

Finding the right candidate. Help with management, coordination and time sheets. 

RESULTS & FEEDBACK

Assistant has greatly increased our productivity.

They were response and always open to feedback

• Virtual Meeting
• Email or Messaging App

Responsiveness, willingness to listen to fedback.

None

BACKGROUND

Please describe your company and position.

 I am the Owner/therapist of a Pediatric Therapy Company

Describe what your company does in a single sentence.

Provide pediatric therapy services

OPPORTUNITY / CHALLENGE

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

• Intake calls inbound/outbound
• Insurance verification
• Assist with SOP's

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?

1 Employee

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

My virtual assistant provides administrative support for my practice by helping manage day-to-day nonclinical operations, including answering and returning phone calls, communicating with families, scheduling and coordinating appointments, assisting with intake and general administrative tasks, and helping maintain an organized flow of communication. This support allows clinical staff to remain focused on providing patient care while ensuring families receive timely and professional assistance.

RESULTS & FEEDBACK

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

Increased new patient intakes and scheduling

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

They respond, but there have been ongoing billing issues such as not sending an invoice with ability to review/approve worked hours before charging my card.

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 were able to find me a VA quickly, and starting was easy.

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

I would love to choose my form of payment for each invoice as well as have the ability to review/approve worked hours.

BACKGROUND

Introduce your business and what you do there.

I’m the coordinator of a medical office.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote CoWorker?

We needed help with scheduling and support.

SOLUTION

What was the scope of their involvement?

Remote CoWorker provides us with virtual assistant services. The team handles day-to-day reporting and scheduling to keep things organized.

What is the team composition?

We work with 2 teammates from Remote CoWorker.

How did you come to work with Remote CoWorker?

We found them through an online search. We chose them because they had high ratings, their pricing fit our budget, and their company values aligned with ours.

What is the status of this engagement?

We started working together in July 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Remote CoWorker has filled the role we needed, which has helped a lot with our workflow and daily operations.

How did Remote CoWorker perform from a project management standpoint?

Remote CoWorker's project management is great. We mainly communicate through virtual meetings and email. 

What did you find most impressive about them?

Remote CoWorker has great communication and provides us with good candidates.

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 admin of Palmetto Plumbing and Drain Cleaning

Describe what your company does in a single sentence.

We are a family owned plumbing company serving both residentual and commerical.  

OPPORTUNITY / CHALLENGE

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

• Customer service representative
• assistant customers
• assistant management

SOLUTION

How did you find Remote CoWorker?

Other

Why did you select Remote CoWorker over others?

• Pricing fit our budget
• 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.

We hired Remote CoWorker to provide a customer service representative who would be able to help our management team and our customers.  

RESULTS & FEEDBACK

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

Increase scheduling, production, communication to maxium level

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

Our VA is amazing!  Always starts the day off with a positive mindset!  Always willing to accomplish the most he can. 

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 very organized and communicates well.  The VA we have gotten from them is AMAZING!

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

So far we are everything is going great. 

BACKGROUND

Please describe your company and position.

I am the Office Manager of Rimble Landscaping

Describe what your company does in a single sentence.

Landscaping and lawn care

OPPORTUNITY / CHALLENGE

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

• Customer Service

SOLUTION

How did you find Remote CoWorker?

Online Search

Why did you select Remote CoWorker over others?

• Pricing fit our budget
• 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.

Customer Service Rep. 

RESULTS & FEEDBACK

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

Incoming Calls have increased and missed calls have lessened

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

Effective communication and handled inquiries in a timely manner

What was your primary form of communication with Remote CoWorker?

Virtual Meeting

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

We had a seamless experience from the time of interviewing to the time we hired a remote coworker. Friendly staff, very to-the-point. Also, let's the company work versus constant pointless meetings and check-ins..

BACKGROUND

Please describe your company and position.

I am the SEO Manager of Wise Digital Partners

Describe what your company does in a single sentence.

Digital marketing agency for small businesses.

OPPORTUNITY / CHALLENGE

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

• Remote Coworker made finding team members easy and efficient. 

SOLUTION

How did you find Remote CoWorker?

• Referral
• Other

Why did you select Remote CoWorker over others?

Referred to me

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.

The candidate pool they provided was all very qualified and they worked with us to follow our preferred interview process. 

RESULTS & FEEDBACK

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

Onboarding was easy and the new team members have gotten up to speed quickly. 

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?

Great experience so far!

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

BACKGROUND

Introduce your business and what you do there.

I’m an executive assistant at Phoenix Billing Solutions, a utility billing company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote CoWorker?

We needed help hiring an honest customer service representative.

SOLUTION

What was the scope of their involvement?

Remote CoWorker helped us hire a customer service representative for our company.

What is the team composition?

We worked with one teammate from Remote CoWorker.

How did you come to work with Remote CoWorker?

Someone referred Remote CoWorker to us. We chose them over other options because they had high ratings, were a great culture fit, and had company values that aligned with ours.

What is the status of this engagement?

We worked together in June 2026.

RESULTS & FEEDBACK

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

Remote CoWorker successfully found a great employee. He’s a fast learner, team player, and aligns with our company values. He’s also doing a great job for us. We’ve heard from clients that he’s knowledgeable and kind.

How did Remote CoWorker perform from a project management standpoint?

They set up interviews in a timely manner and followed up with us to ensure everything was going well. We primarily communicated via virtual meetings.

What did you find most impressive about them?

Remote CoWorker has systems in place to ensure their employees are working. They also have someone dedicated to their employees as a go-to for issues and training needs. We haven’t had to communicate much with anyone on the account management team because the employee they placed is great.

Are there any areas they could improve?

No, they did a great job.