Task Virtual

BACKGROUND

Please describe your company and position.

I am the Direttore creativo & Founder in Smallfish - agenzia digitale. Progetto appassionatamente. of Smallfish

Describe what your company does in a single sentence.

I'm the founder and creative director of Smallfish, an advertising agency ("agenzia digitale, progetto appassionatamente"). Smallfish is an Italian digital advertising agency that designs, builds, and manages creative campaigns and digital projects for a range of clients, with a strong focus on passionate, tailor-made project execution ("agenzia digitale, progetto appassionatamente").

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• As our client base grew, our internal team was spending an increasing amount of time on day-to-day customer support instead of creative and strategic work. We hired Task Virtual to take over customer support operations so we could free up our in-house staff, improve response times, and make sure client questions and requests were being handled promptly and professionally, without sacrificing the quality our clients expect from an agency like ours.

SOLUTION

How did you find Task Virtual?

• Online Search
• Referral

Why did you select Task Virtual over others?

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

How many teammates from Task Virtual were assigned to this project?

2-5 Employees

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

Task Virtual's team manages ongoing customer support for Smallfish's clients. This includes responding to client inquiries across multiple communication channels, managing routine requests, escalating more complex issues to our internal team when needed, and keeping track of open items so nothing falls through the cracks. They essentially act as the first point of contact for day-to-day client communication, allowing our core team to stay focused on campaign strategy and creative output.

RESULTS & FEEDBACK

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

Since bringing Task Virtual on board, we've seen faster response times to client inquiries and a noticeable reduction in the support workload on our internal team. This has translated into more consistent client communication overall, and it's freed up meaningful time for our creative and strategy staff to focus on higher-value project work instead of being pulled into support tasks throughout the day.

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

Their project management has been reliable throughout the months we've worked together. They've been responsive to our requests, adapted well to our existing workflows and tools, and haven't required heavy oversight to keep things running smoothly. When we've needed adjustments to how support is handled, they've been flexible and quick to implement changes.

What was your primary form of communication with Task Virtual?

Virtual Meeting

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

What's stood out most to us is the overall quality of their work. The team handles client interactions with care and professionalism, which matters a lot for an agency — support quality reflects directly on our brand. It's been reassuring to hand off this part of our operations and know it's being handled at a standard consistent with how we'd want our own team to represent us.

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

Overall we're happy with the engagement, but there was a short adjustment period at the start while we aligned on our internal tools and communication style — a slightly more structured onboarding process could help smooth that transition for new clients. Once that initial phase was behind us, things have run smoothly, and it hasn't affected our overall satisfaction with their work.

BACKGROUND

Please describe your company and position.

I am the CEO of Altea Software Srl

Describe what your company does in a single sentence.

I am the Founder and CEO of Altea Software Srl, a software development company. We design and build custom software solutions for clients and needed to strengthen our internal operations as we continue to grow.. Altea Software Srl, web agency in Bolzano, is at the service of companies, public institutions and clients in the tourism sector, but not only, since 1995 with the professional creation of websites, the development of corporate identity (logo, brochures, corporate communication), search engine optimization, planning and support of online marketing and controlling services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• As a growing software company, our development team was increasingly getting pulled into handling customer support requests, which took time away from product work. We hired Task Virtual to take over customer support operations so our engineers and technical staff could stay focused on building and shipping software.

SOLUTION

How did you find Task Virtual?

• Referral
• Clutch Site

Why did you select Task Virtual over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Task Virtual were assigned to this project?

2-5 Employees

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

Task Virtual assigned a dedicated virtual assistant to manage our customer support inquiries. Their responsibilities included responding to customer emails and messages, triaging and prioritizing incoming requests, and keeping us updated on recurring issues or patterns worth addressing on the product side. This allowed our internal team to step back from day-to-day support duties.

RESULTS & FEEDBACK

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

Within the first few months, we noticed a clear improvement in efficiency — support requests were being handled promptly without pulling our developers away from their core work. Overall, the engagement freed up meaningful internal time and let our team refocus on software development.

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

Task Virtual's project management has been dependable. They were responsive to our requirements from the start and adapted quickly to our workflow and expectations.

What was your primary form of communication with Task Virtual?

• Virtual Meeting
• Email or Messaging App

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

What stood out most was the skill level and knowledge of the assistant assigned to us. They picked up our processes quickly and handled customer interactions with a level of understanding that gave us confidence early on — it didn't feel like we were training someone from scratch.

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

Since we're still early in the partnership (under 3 months), it's hard to point to major issues. If anything, more detailed onboarding documentation upfront would help us scale the engagement even faster as we bring on more support volume.

BACKGROUND

Please describe your company and position.

I am the Co-Founder & CEO, Simple Ventures of Simple Ventures

Describe what your company does in a single sentence.

Simple Ventures is a technology company that builds and operates digital products and internet-based services. Backed by 30+ renowned Canadian entrepreneurs, like Michael (Wealthsimple), Joanna (Knix), Harley (Shopify), and Mike (Ada), we bring together ideas, capital, and talent to create ventures from 0 to 1.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• As we scaled, our internal team no longer had the bandwidth to manage the growing volume of customer inquiries. We hired Task Virtual to take over customer support so we could stay focused on product and growth while still delivering fast, high-quality support to our users.

SOLUTION

How did you find Task Virtual?

• Online Search
• Clutch Site

Why did you select Task Virtual over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Task Virtual were assigned to this project?

2-5 Employees

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

Task Virtual provided a dedicated virtual assistant/support agent to manage our customer support channels. This included responding to inbound customer inquiries, triaging and resolving tickets, escalating complex issues to our internal team when needed, and maintaining clear documentation of recurring questions. Key deliverables included consistent day-to-day ticket coverage, a more organized support workflow, and regular updates on ticket volume and resolution status.

RESULTS & FEEDBACK

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

Since bringing Task Virtual on board, our customer response times have improved noticeably, and we've received positive feedback from customers about the speed and professionalism of support. It's also freed up significant time for our core team to focus on product development rather than day-to-day support triage.

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

Their project management has been excellent from the start. They were responsive during onboarding, quick to understand our product and customer base, and have consistently followed through on requests without needing much oversight. Communication has been clear and proactive throughout.

What was your primary form of communication with Task Virtual?

Email or Messaging App

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

What stood out most was how quickly their team ramped up and how seriously they treated our customers — it didn't feel like we'd outsourced support to a third party, it felt like an extension of our own team. Their responsiveness and reliability, even in a short engagement so far, gave us real confidence to continue the partnership.

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

The main area for improvement was in the initial ramp-up period — it took a short while for the assigned agent to get fully up to speed on some of our more technical product details, which meant a few early tickets needed extra review from our side. A slightly more structured onboarding/training process upfront could help new clients get to full efficiency a little faster. That said, this evened out quickly and hasn't been an issue since.

BACKGROUND

Please describe your company and position.

I am the Head of Innovation & Solutions - Co-Founder @ 20tab srl of 20tab

Describe what your company does in a single sentence.

20tab is a consulting company specialising in the design, development and implementation of innovative, outcome-driven digital solutions, using the best Agile and Product Management oriented practices. As a boutique consultancy, we offer a Product Team as a Service (PTaaS) collaboration model that enables our clients to scale their projects quickly and efficiently. We guarantee the highest technical quality and an incremental process based on tangible results, encouraging continuous experimentation and technological innovation. In addition, through our internal marketing team, we provide all the necessary support for go-to-market and solution adoption. We are also the founders and co-organisers of Product Management Day, the most important B2B conference in Italy on methodologies for the development of results-oriented digital solutions. Finally, we have both ISO:9001 quality and UNI/PdR 125:2022 gender equality certification.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• As our team grew, administrative work and customer support inquiries started pulling focus away from development. We hired Task Virtual to take over day-to-day admin and customer support so our engineers and consultants could stay focused on client projects.

SOLUTION

How did you find Task Virtual?

Online Search

Why did you select Task Virtual over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Task Virtual were assigned to this project?

2-5 Employees

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

As our team grew, administrative work and customer support inquiries started pulling focus away from development. We hired Task Virtual to take over day-to-day admin and customer support so our engineers and consultants could stay focused on client projects.

RESULTS & FEEDBACK

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

Our internal team recovered a meaningful amount of time previously spent on scheduling and routine support requests, which we redirected toward client-facing development work. Customer inquiries were answered more consistently and promptly than before.

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

Project management was strong throughout — tasks were delivered on schedule, and the team was quick to respond whenever we adjusted priorities or added new requests.

What was your primary form of communication with Task Virtual?

Email or Messaging App

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

Their reliability and flexibility stood out most. The team integrated into our workflow quickly and needed minimal hand-holding once onboarded, which is rare with outsourced support.

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

The only minor note is that onboarding could have moved a bit faster, but it didn't affect the quality of the work once things were up and running. Overall, we're very satisfied and would recommend them.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of Sisu Clinic

Describe what your company does in a single sentence.

Sisu is a doctor-led cosmetic destination providing non-invasive aesthetic treatments with unparalleled care for optimal results. Founded by medical experts, Sisu Clinic takes a patient-centric approach to aesthetic medical care. Our team of top providers are trained to provide advanced cosmetic medical treatments that will leave patients looking and feeling their best. Sisu was created to establish a new and higher standard for aesthetic care in an industry awash with unqualified treatment providers and dominated by profits-first approach. At Sisu, we take a patient-centric, personalized approach to care with a focus on superior results. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• As our clinics expanded, patient demand increased significantly. Our reception teams were spending a considerable amount of time answering calls, rescheduling appointments, responding to emails, and handling administrative paperwork. This created pressure on our staff and occasionally delayed responses to patients. We wanted a reliable outsourcing partner that could professionally represent our brand while managing routine administrative responsibilities. Our priorities included improving appointment scheduling, creating faster and more consistent patient communication, reducing administrative workload for our clinic teams, supporting medical billing activities, and maintaining accurate patient records. Most importantly, we wanted our medical professionals to spend less time on administrative tasks and more time caring for patients.

SOLUTION

How did you find Task Virtual?

Online Search

Why did you select Task Virtual over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Task Virtual were assigned to this project?

6-10 Employees

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

The project covered nearly every aspect of our non-clinical patient communication. Task Virtual managed incoming appointment requests from our website, telephone inquiries, and email channels. Their virtual receptionists handled appointment confirmations, cancellations, rescheduling requests, and general patient inquiries while maintaining a professional and compassionate tone that aligned with our clinic standards. Their customer support team responded to questions regarding treatment availability, consultation bookings, clinic hours, aftercare information, and general service inquiries. Cases requiring medical advice were appropriately escalated to our clinical staff, ensuring patient safety while maintaining efficient communication. On the administrative side, they supported medical billing preparation, organized documentation, processed patient information, updated electronic records, entered referral information, and maintained data accuracy across our internal systems. Task Virtual also established structured workflows, documented standard operating procedures, and introduced communication processes that improved coordination between reception, administration, and clinical teams.

RESULTS & FEEDBACK

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

Several improvements became evident during the engagement. Patients experienced a noticeably smoother appointment booking process, with fewer scheduling conflicts and more timely confirmations. Calls, emails, and chat inquiries were answered more consistently, creating a better overall patient experience. Our reception staff gained valuable time to focus on patients visiting the clinic instead of constantly managing incoming communications. Administrative backlogs were reduced, patient records became more organized, and billing documentation was completed more efficiently. Internal coordination also improved because information was consistently documented and communicated between departments. Instead of reacting to administrative issues throughout the day, our clinic teams were able to work more proactively. Perhaps the greatest success was that patients frequently commented on how easy it had become to communicate with our clinics. That level of service reflected positively on our entire organization.

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

Project management was one of the strongest aspects of the engagement. We had a dedicated project manager who maintained regular communication and ensured priorities remained aligned with our clinic operations. Weekly meetings helped us review service performance, discuss upcoming initiatives, and address operational challenges before they became larger issues. Whenever we introduced new consultation types, modified appointment procedures, or adjusted billing workflows, Task Virtual adapted quickly. New instructions were implemented smoothly without interrupting ongoing operations. Their communication was proactive rather than reactive. If they identified recurring patient questions or operational bottlenecks, they brought practical recommendations to our attention instead of simply completing assigned tasks. That level of engagement demonstrated genuine ownership of the project.

What was your primary form of communication with Task Virtual?

• Virtual Meeting
• Email or Messaging App

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

What distinguished Task Virtual was their ability to understand that healthcare customer service requires empathy as much as efficiency. Their team never treated patient interactions as routine support tickets. Every conversation reflected professionalism, patience, and genuine care for the individual's experience. They invested time in learning our clinic workflows, our communication style, and our expectations before taking ownership of patient interactions. As a result, patients experienced a seamless level of service that felt consistent with our own internal staff. Another strength was their flexibility. As our business grew and operational priorities changed, they adjusted processes and staffing without requiring extensive retraining or disruption. Their combination of responsiveness, attention to detail, and willingness to continuously improve made them feel like a long-term strategic partner rather than simply an outsourced service provider.

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

Overall, the experience was very positive. One enhancement that would add even more value would be expanded real-time reporting dashboards with additional operational insights such as appointment trends, communication volumes, and workload forecasting. While the regular reports were thorough and informative, having more interactive reporting capabilities would help management monitor performance throughout the day. Aside from that suggestion, Task Virtual consistently exceeded expectations. Their professionalism, reliability, and commitment to delivering a positive patient experience made them a trusted extension of our operations, and we would have no hesitation continuing the partnership.

BACKGROUND

Please describe your company and position.

I am the Customer Success Manager of RVezy

Describe what your company does in a single sentence.

RVezy is North America’s top rated RV rental marketplace, providing outdoor enthusiasts with a safe and affordable way to rent unique and authentic RVs from private owners. As an owner first platform, RVezy has empowered thousands of RV entrepreneurs to share their passion and earn additional income when their RVs are not in use. With comprehensive insurance coverage, 24/7 roadside assistance, an easy-to-use app, and best-in-class support, RVezy is the easiest and most secure way to rent an RV.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• As RVezy continued to grow across North America, we experienced a noticeable increase in customer conversations, booking-related requests, and marketplace inquiries. We wanted additional support that could help maintain a high level of customer experience while allowing our in-house team to focus on more complex issues and strategic initiatives. We also wanted to improve the visibility of our website through stronger SEO efforts and generate more partnership opportunities through structured lead generation. Another objective was to streamline operational processes surrounding order management and customer communications. Since our marketplace serves both RV owners and renters, every interaction contributes to customer trust. We needed a reliable partner that could adapt to changing priorities while maintaining consistency across customer support, content development, and business development activities.

SOLUTION

How did you find Task Virtual?

Online Search

Why did you select Task Virtual over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Task Virtual were assigned to this project?

6-10 Employees

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

The engagement covered several interconnected business functions. Task Virtual managed a significant portion of our first-line customer support through chat and email, responding to questions about bookings, account access, rental requests, marketplace policies, and general platform navigation. They also assisted with order processing by reviewing marketplace requests, updating records, and helping ensure transactions moved smoothly between owners and renters. On the marketing side, they supported our SEO initiatives by improving existing website content, identifying opportunities for localized content, optimizing metadata, and organizing keyword-focused content recommendations that aligned with our target markets. They also assisted our sales efforts through B2B lead generation by researching potential business partnerships, organizing prospect information, and preparing qualified leads for our internal business development team. Throughout the engagement, Task Virtual documented workflows, maintained organized reporting, and regularly shared progress updates, making collaboration straightforward across departments.

RESULTS & FEEDBACK

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

We experienced noticeably smoother customer support operations, particularly during busy booking periods when inquiry volumes were much higher. Response queues became easier to manage, customers received quicker answers through chat and email, and our internal customer success specialists were able to dedicate more time to complex cases requiring deeper attention. We also saw improvements in our website's organic visibility as optimized content and local SEO efforts helped strengthen the presence of important landing pages. Our lead generation activities became more structured, giving our business development team a more organized pipeline of qualified prospects. Internally, marketplace operations became more efficient because order processing tasks were handled consistently and administrative workloads were significantly reduced.

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

Project management was organized and dependable. We had scheduled check-ins, clear communication channels, and consistent progress reports that made it easy to monitor ongoing work. Deliverables were completed according to agreed timelines, and whenever priorities shifted because of seasonal booking demand or marketplace updates, they adjusted quickly without disrupting ongoing operations. Their team was responsive whenever we introduced new procedures or modified customer support guidelines. They asked thoughtful questions during onboarding, incorporated feedback quickly, and continuously refined their approach as they became more familiar with our business. It always felt like they were invested in understanding how our marketplace operates rather than simply completing assigned tasks.

What was your primary form of communication with Task Virtual?

• Virtual Meeting
• Email or Messaging App

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

What impressed me most was their versatility. It's uncommon to work with a partner that can contribute meaningfully across customer support, operational processes, SEO, and lead generation while maintaining consistent quality. Instead of treating each function separately, they understood how these areas connected to the overall customer journey and business objectives. They also took time to learn our marketplace, our customers, and the unique relationship between RV owners and renters. That understanding helped them provide support that felt aligned with our brand and customer experience expectations rather than sounding like a generic outsourced service.

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

Overall, we had a very positive experience. As the engagement expanded into multiple service areas, there were times when additional proactive strategic recommendations around SEO trends or customer experience improvements would have been welcome. While they consistently delivered the work we requested, there were opportunities where more forward-looking suggestions could have added even more value. That said, they were always receptive to feedback, communicated openly, and continuously improved their processes throughout the engagement, making them a dependable long-term partner.

BACKGROUND

Please describe your company and position.

I am the Community Medical Supervisor of SonderMind

Describe what your company does in a single sentence.

SonderMind is the leading mental wellness solution offering virtual and in-person therapy and psychiatry services across the nation. Our clients are empowered to connect with a licensed mental health professional who has availability, accepts their insurance, and specializes in their needs. With more than 200+ insurance plans accepted—including Medicare and Tricare—affordable, high-quality mental healthcare has never been easier. Plus, SonderMind’s all-in-one mental wellness app helps you maintain progress between sessions with AI-enhanced features like session takeaways and reflections. SonderMind also partners with health systems, physicians, and payors across the country to deliver whole-person care at scale.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• Our primary goal was to strengthen the operational side of our client support services as demand for mental health appointments continued to increase. We wanted a reliable partner that could manage inbound requests efficiently, assist with appointment scheduling, reduce administrative bottlenecks, and help maintain accurate client records without sacrificing the compassionate experience that is important in healthcare. We also wanted to improve internal coordination between our support staff and care teams. Having timely documentation, organized information, and dependable email support was essential for ensuring clients could move through the scheduling process with fewer delays while allowing our internal teams to focus on higher-value clinical and operational responsibilities.

SOLUTION

How did you find Task Virtual?

Online Search

Why did you select Task Virtual over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Task Virtual were assigned to this project?

6-10 Employees

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

The engagement covered several operational support functions that became part of our daily workflow. Task Virtual handled inbound inquiries from individuals looking for therapy or psychiatry services, answered general questions, coordinated appointment requests, managed scheduling calendars based on our internal procedures, and routed more specialized cases to the appropriate internal departments. They also monitored and responded to email inquiries, ensuring messages were acknowledged promptly and organized appropriately for follow-up. On the administrative side, they processed client information, entered and updated records within our systems, maintained organized documentation, and helped ensure that scheduling details remained accurate. They also performed routine quality checks on administrative records to minimize duplicate entries or incomplete information. Throughout the engagement, they provided regular operational updates so we always had visibility into ongoing activities and workload.

RESULTS & FEEDBACK

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

We experienced noticeably smoother appointment coordination, fewer scheduling conflicts, and much more organized administrative records. Client inquiries were addressed more consistently, our internal teams spent less time managing routine administrative work, and information was easier to locate because records were updated promptly and maintained accurately. Another meaningful outcome was improved collaboration across departments. Scheduling information, email communications, and client records remained better synchronized, which reduced unnecessary follow-up work and made day-to-day operations more efficient. The consistency they brought to these operational processes helped support a better overall experience for both our staff and the individuals seeking care.

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

Project management was dependable from beginning to end. We had regular communication through scheduled meetings and shared tracking documents, which made it easy to review priorities and adjust workloads as our scheduling demands changed. Deliverables were completed consistently, and they were proactive about raising questions whenever additional clarification was needed rather than making assumptions. One thing I appreciated was their responsiveness. Healthcare operations can change quickly depending on appointment demand, provider availability, or internal process updates. Whenever we needed to modify workflows or adjust priorities, their team adapted without creating unnecessary delays. They communicated clearly, followed through on commitments, and maintained a steady level of service throughout the engagement.

What was your primary form of communication with Task Virtual?

• Virtual Meeting
• Email or Messaging App

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

What stood out most was how quickly they understood the expectations of a healthcare-focused environment. Supporting people who are seeking mental health services requires sensitivity, patience, and attention to detail. Their team consistently balanced professionalism with empathy while managing inbound inquiries, appointment scheduling, and administrative responsibilities. They quickly adapted to our workflows and communication standards, making interactions with clients feel seamless and well-coordinated. I also appreciated that they weren't simply completing assigned tasks—they actively looked for opportunities to improve organization and streamline everyday processes. Whether it was suggesting better ways to manage scheduling queues, keeping client records more organized, or ensuring follow-ups were documented consistently, they approached the engagement with genuine ownership. Their combination of excellent customer service, strong administrative discipline, and willingness to continuously improve made them feel like a true extension of our operations team rather than just an outsourced provider.

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

Overall, our experience was very positive. The only area I would suggest is providing more proactive recommendations based on trends they observed during day-to-day operations, such as recurring scheduling patterns or workflow opportunities that could further improve efficiency. As they became more familiar with our processes, additional strategic insights during periodic check-ins would have been valuable in helping us refine certain administrative workflows even further. That said, this was a relatively minor suggestion. Their team delivered dependable support, communicated consistently, adapted well whenever our priorities shifted, and remained responsive throughout the engagement. They met our expectations across both customer support and back-office operations, and we would be comfortable working with them again on future initiatives.

BACKGROUND

Please describe your company and position.

I am the Sr Instructional Designer of Cority

Describe what your company does in a single sentence.

Cority helps customers see and prevent risks across their operations in real time. Our EHS+ platform converges people, data, and AI agents to provide a clear view of information people can trust, automate workflows that make people more impactful, and deliver personalized insights and expertise to improve decision-making. While most solutions respond to risks one at a time, Cority helps prevent them across environmental management, employee health, safety, quality, and sustainability. For 40 years, Cority has been the market leader in EHS+, recognized by top analysts and trusted by more than 1,500 of the most complex organizations worldwide. BY THE NUMBERS 1,500+ global customers 120+ countries 2M+ end users 700+ employees RECOGNIZED LEADERSHIP Cority is recognized as a leader in sustainability and EHS software. In the 2025 Verdantix Green Quadrant for ESG & Sustainability Reporting Software, Cority earned top scores for data integrity, scalability, and customer success. The report highlights our ability to unify EHS and sustainability data in a single platform, helping organizations move beyond compliance reporting to performance-driven sustainability management. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• We partnered with Task Virtual because we needed additional operational support to strengthen our sales pipeline and improve our online presence. Our goals were to identify relevant B2B prospects, qualify leads before they reached our sales team, improve the quality and consistency of our content, address technical SEO opportunities, and reduce the administrative load on our internal employees. For a company like Cority, where we work with complex EHS and sustainability solutions used by large organizations, having accurate prospect information and clear communication materials is important. Task Virtual helped us create more organized processes around these areas.

SOLUTION

How did you find Task Virtual?

Online Search

Why did you select Task Virtual over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Task Virtual were assigned to this project?

2-5 Employees

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

The scope included researching potential business prospects, gathering relevant company information, and helping our team identify opportunities that aligned with our target market. The lead qualification process involved reviewing prospect details, organizing information, and helping separate higher-value opportunities from less relevant contacts. On the SEO side, Task Virtual assisted with technical SEO reviews, content improvement recommendations, and content development support. They helped organize website-related tasks, identify areas where information could be improved, and support the creation of clearer, more search-friendly content. The virtual assistant portion focused on administrative support, including managing information, organizing documents, updating records, and helping maintain smoother internal workflows. Key deliverables included qualified prospect lists, organized sales research, content support materials, SEO improvement recommendations, and operational assistance.

RESULTS & FEEDBACK

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

The biggest outcomes were having a more structured sales support process, better organized prospect information, and improved consistency in our content and website optimization efforts. Our sales team had cleaner research to work from, which helped them spend more time engaging with qualified opportunities rather than sorting through unorganized data. We also saw improvements in how our website content was reviewed and maintained. The SEO support helped us identify technical areas to address and ensured our content better reflected the topics and solutions our customers were searching for.

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

Their project management was reliable and easy to work with. They maintained regular communication, provided updates on completed tasks, and adjusted priorities when our needs changed. Since our industry requires accuracy and attention to detail, we appreciated that they took time to understand our requirements instead of simply completing tasks without context. They generally delivered work according to agreed timelines and were responsive when we needed changes or additional clarification. Their team was flexible when our internal priorities shifted, which made the collaboration much smoother.

What was your primary form of communication with Task Virtual?

• Virtual Meeting
• Email or Messaging App

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

What stood out most was Task Virtual’s ability to support multiple business functions within one engagement. Instead of working with separate providers for sales support, SEO assistance, and administrative work, we were able to coordinate these activities through one team. Their adaptability was another strong point. They were able to understand our business context, work with industry-specific terminology, and adjust their approach based on changing priorities. The team became a useful extension of our internal operations by providing consistent support where we needed additional capacity.

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

Overall, we had a positive experience working with Task Virtual. The team was professional, reliable, and contributed positively to our workflows. One area where they could continue improving is becoming even more proactive with strategic recommendations earlier in an engagement. While they responded well to requests and completed assigned work effectively, bringing more ideas and suggestions forward from the beginning could create even greater value. Despite this, their support helped us improve our sales processes, content workflows, website optimization efforts, and administrative operations. They provided dependable assistance and became a valuable partner in helping our teams operate more efficiently.

BACKGROUND

Please describe your company and position.

I am the Onboarding Specialist of Vendasta

Describe what your company does in a single sentence.

Vendasta is the leading AI software company for customer acquisition and engagement, helping businesses get more customers. And keep them. Our AI-powered platform unifies marketing, sales, and operational workflows—eliminating the need for fragmented tools and streamlining every stage of the customer journey. Headquartered in Saskatoon, Canada, Vendasta employs over 700 dedicated team members across offices in Saskatoon, Boca Raton, and Chennai, serving a global network of partners and SMBs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish?

• At Vendasta, our platform supports a large ecosystem of SMB-focused partners, so visibility, lead generation, and consistent prospect engagement are critical to our growth initiatives. We hired Task Virtual to strengthen our SEO efforts, improve online visibility for strategic content assets, and support business development activities through lead generation and appointment setting. We were looking for a team that could help execute SEO recommendations at scale while also contributing to top-of-funnel sales activities. Another objective was to improve the quality and discoverability of our content. We wanted to ensure that important pages and resources were better aligned with search intent and capable of attracting relevant audiences organically. On the sales side, we needed support identifying qualified prospects, maintaining outreach momentum, and helping our team connect with decision-makers through scheduled meetings.

SOLUTION

How did you find Task Virtual?

Online Search

Why did you select Task Virtual over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Task Virtual were assigned to this project?

6-10 Employees

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

Task Virtual managed a broad range of activities spanning SEO, content development, and sales support. The engagement began with a review of our existing digital presence, where they identified technical SEO opportunities, content gaps, and areas affecting search visibility. Their team then worked through a structured implementation plan that included on-page optimization, local SEO improvements, technical issue resolution, content enhancement, and ongoing SEO maintenance. For content development, they assisted with creating and optimizing articles, landing page content, and supporting resources designed to improve keyword relevance and organic discoverability. They also provided recommendations around content structure, internal linking, and topic coverage to help strengthen overall content performance. On the lead generation side, Task Virtual researched target accounts, built prospect databases, verified contact information, supported outreach preparation, and assisted with appointment-setting initiatives. They maintained organized tracking systems, provided regular performance updates, and worked closely with our team to refine targeting criteria as campaigns evolved. Their deliverables included SEO audits, optimization reports, content assets, lead lists, prospect qualification support, appointment scheduling, and recurring performance summaries.

RESULTS & FEEDBACK

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

The engagement produced improvements across both marketing and business development efforts. From an SEO perspective, we experienced stronger search visibility for targeted topics, improved keyword positioning, and increased organic traffic to several key content areas. We also noticed that visitors arriving through organic search were engaging more meaningfully with our content, which suggested stronger alignment between search intent and content strategy. On the lead generation side, Task Virtual helped establish a more consistent flow of qualified prospects entering our outreach process. Their appointment-setting support created additional opportunities for our sales team to engage with relevant decision-makers. Over the course of the engagement, we saw healthier pipeline activity, better prospect organization, and improved coordination between marketing and sales initiatives. While many factors contribute to business growth, their work played a valuable role in helping us maintain momentum across both channels.

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

The project was managed professionally from start to finish. We had regular communication checkpoints that kept everyone aligned on priorities, deliverables, and upcoming tasks. Their project coordinator ensured that workstreams remained organized and that progress was clearly documented. This was especially important because the engagement involved multiple functions, including SEO, content development, lead generation, and appointment setting. Deliverables were consistently completed within agreed timelines, and the team was highly responsive whenever new requests or adjustments arose. There were occasions when our priorities shifted due to internal marketing initiatives, and Task Virtual adapted quickly without disrupting progress. Their responsiveness stood out because they did not simply execute tasks, they actively listened to feedback, asked thoughtful questions, and refined their approach based on our business goals.

What was your primary form of communication with Task Virtual?

• Virtual Meeting
• Email or Messaging App

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

What impressed me most was their ability to operate effectively across multiple disciplines while maintaining quality and consistency. It is common to find vendors that focus exclusively on SEO or lead generation, but Task Virtual successfully supported both areas without losing focus on execution. Their team understood how search visibility, content strategy, lead generation, and appointment setting all connect to broader business objectives. I was also impressed by how quickly they became familiar with our workflows and expectations. Rather than functioning like an external vendor, they integrated seamlessly into our processes and communicated like an extension of our team. Their recommendations were practical, their execution was reliable, and they consistently demonstrated a genuine interest in helping us achieve meaningful business outcomes rather than simply completing assigned tasks

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

Overall, our experience was very positive. If there is one area where additional value could be added, it would be through even more detailed strategic reporting that connects SEO performance, content engagement, lead generation activity, and appointment outcomes into a single executive-level view. The information they provided was useful and well-organized, but additional long-term trend analysis could further support planning and forecasting discussions. That said, any suggestions for improvement are relatively minor compared to the overall value they delivered. The team was consistently open to feedback, willing to adjust processes when needed, and proactive in addressing questions or concerns. Their professionalism, reliability, and collaborative approach made them a strong partner throughout the engagement, and I would gladly recommend them to organizations seeking support with SEO, content development, lead generation, and appointment-setting initiatives.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of GoatFlix, a streaming service.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Task Virtual to accomplish for GoatFlix?

We hired Task Virtual to make and publish our streaming website.

SOLUTION

What was the scope of their involvement?

Task Virtual helped us deploy and engineer our website. They handled the whole production process.

What is the team composition?

We worked with 2–5 teammates from Task Virtual.

How did you come to work with Task Virtual?

We found them through an online search. We chose them over other options because they had high ratings and offered good value for the cost.

What is the status of this engagement?

We worked with them from January to May 2026.

RESULTS & FEEDBACK

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

We saw an increase in engagement and viewership. We’ve had 150% more reach within the first month.

How did Task Virtual perform from a project management standpoint?

They had exceptional project management. They kept us updated and delivered on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Task Virtual had excellent UI design and a perfectly engineered backend.

Are there any areas they could improve?

No, I’m fully satisfied.