Top Virtual Assistant

BACKGROUND

Please describe your company and position.

I am the CEO of HomeTown Health, LLC

Describe what your company does in a single sentence.

i'm Jimmy Lewis,CEO at HomeTown Health, LLC. An organization of small and rural hospitals, located throughout the southeast, who collectively pursues ways to help hospitals survive in this environment of tremendous budget cuts from the state and federal level. 

OPPORTUNITY / CHALLENGE

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

• support and appointment scheduling

SOLUTION

How did you find Top Virtual Assistant?

Referral

Why did you select Top Virtual Assistant over others?

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

How many teammates from Top Virtual Assistant were assigned to this project?

1 Employee

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

Top Virtual Assistant handles our inbound and outbound patient calls, appointment scheduling, and support. They also provide 24/7 services and over 99% uptime that is imperative to our operations in healthcare.

RESULTS & FEEDBACK

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

The group has consistently produced outcomes on schedule. Since onboarding them, we've observed increased patient satisfaction ratings, quicker response times, and fewer missed appointments.

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

We have weekly check ins and task-specific conversations, so communication is easy. The designated agents are incredibly dedicated to their jobs, professional, and quick to respond.

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

When compared to other agencies we've dealt with, their agents are of the highest caliber. They exhibit empathy, which is crucial in the medical field, in addition to process understanding. Their assistance has been priceless.

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

Nothing noteworthy

BACKGROUND

Please describe your company and position.

I am the Industrial Project Manager of TETRA Technologies, Inc

Describe what your company does in a single sentence.

I am the Industrial Project Manager of TETRA Technologies, Inc. i'm Robert, the Industrial Project Manager at TETRA Technologies, Inc.

OPPORTUNITY / CHALLENGE

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

• We chose Top Virtual Assistant since we were providing customer service ourselves during the day and wanted to extend our service hours to include after-hours, 24/7.

SOLUTION

How did you find Top Virtual Assistant?

• Online Search
• Clutch Site

Why did you select Top Virtual Assistant over others?

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

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

We trained a task force from Top Virtual Assistant on-site when they joined us at our headquarters. Two Top Virtual Assistant colleagues then ensured that training was carried out on their end.  Before they went online, we helped them for the first two weeks.

Outside of business hours, Top Virtual Assistant currently performs the same tasks as our customer support agents.  They assist clients with the ordering process and provide customer service.

RESULTS & FEEDBACK

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

In terms of service quality, we don't think there is much of a difference between our agents and Top Virtual Assistant. We use mystery calls to demonstrate that their quality standards are equivalent to ours. We also have other KPIs, including productivity across all measurements, which are highly relevant to our team. They are hands-on with training, and onboarding them was not too difficult.

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

When we have a minor assignment to complete, they are always on time or even prepared in before. We always have perfect communication with them. The last two years have seen a very high level of communication, and I've never felt in the dark about what's going on. 

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

Their service oriented mindset and hands-on approach are impressive. It's helpful to have a partner we can trust because they are always on board with our ideas.

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

Nothing noteworthy needs improvement on their part. We all get up in the morning knowing that there is always space for development in any professional situation.

BACKGROUND

Please describe your company and position.

I am the President of Success Vision Express

Describe what your company does in a single sentence.

i'm Chris Presley the President at Success Vision Express

OPPORTUNITY / CHALLENGE

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

• Customer Relationship Center for Touchpoints

SOLUTION

How did you find Top Virtual Assistant?

Referral

Why did you select Top Virtual Assistant over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

6-10 Employees

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

When necessary, the Top Virtual Assistant quickly modified company procedures, demonstrating its high degree of adaptability. Additionally, they were able to quickly find native speakers for various areas, which improved our ability to service global retail clients.

RESULTS & FEEDBACK

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

Our retail markets customer satisfaction ratings significantly improved with the help of Top Virtual Assistant. In our organization's customer voice and mystery shopper ratings, three of our areas were in the top five, confirming the value of their services.

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

Their approach to project management was open and cooperative. The collaboration ran smoothly and successfully because the team was open to suggestions and responsive to criticism.

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

Their customer service training programs and their ability to swiftly hire qualified candidates for our project really surprised us.

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

Their prices are more competitive.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of SERIAL TESTER

Describe what your company does in a single sentence.

I am the Founder and CEO of SERIAL TESTER

OPPORTUNITY / CHALLENGE

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

• We required a partner that would assist us fill our sales pipeline with qualified client meetings.
• We collaborated with Top Virtual Assistant to guarantee the stable lead generation, appointment booking.
• Follow-ups that will push new business opportunities.

SOLUTION

How did you find Top Virtual Assistant?

• Online Search
• Clutch Site

Why did you select Top Virtual Assistant over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

6-10 Employees

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

Top Virtual Assistant was proactive in our outreach to real estate. They defined potential buyers, sellers and investors that aligned with our portfolios focus, arranged qualified appointments and followed ups to ensure that prospects were not lost. Moreover, they received questions by phone and email and provided the prompt answers to them. Weekly updates were also provided to us with performance indicators where we could understand the number of booked meetings, current leads, and conversion potential.

RESULTS & FEEDBACK

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

Top Virtual Assistant made 42+ qualified appointments in 3 months, and this directly represented a number of closed property transactions. We also developed a healthier investors and buyers pipeline. Their assistance has helped our in-house team save a lot of time and they have helped us not to miss precious opportunities.

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

Their project management was very good there were frequent check-ins that had us on track and they were very receptive when we had to make changes.

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

They were impressive in how they immediately learnt the business model we were offering them and tailored their outreach to fit the real estate industry. This made them to feel like part of our own sales team.

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

We were satisfied with their work overall. Adding more detailed reporting on market insights would make their service even more valuable.

BACKGROUND

Please describe your company and position.

I am the VP of Portage Point Partners

Describe what your company does in a single sentence.

I am the Vice President of Portage Point Partners, We are prior investors in, lenders to and operators of middle market companies, that consistently deploys high-performing teams, is committed to and deeply understood the middle market and delivers actionable insights across operations, finance and transactional support while harnessing the innate execution bias required to swiftly impact outcomes in the fast-moving, ever-changing landscape of a middle market company.

OPPORTUNITY / CHALLENGE

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

• Ensure that our data is clean and accurate
• Automate back office processes

SOLUTION

How did you find Top Virtual Assistant?

Previous relationship at another firm

Why did you select Top Virtual Assistant over others?

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

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

Portage Point Partners has performed a number of tasks that have helped push our internal processes forward. Two core scopes of work that should be highlighted are as follows..

By creating a new Pitchbook integration with our CRM we needed to identify Pitchbook IDs for over 15,000 companies between our CRM and Pitchbook. Portage Point Partners was able to work through this process is approximately two weeks to the point that we had all of the Pitchbook IDs (where applicable) back in our system before the connection was complete. This saved our internal teams hundreds of hours and push our integration forward much faster than anticipated.
Portage Point Partners were able to place team members that were familiar with automation on our staff. They helped us build proprietary applications that allowed us to increase our efficiency when performing back office tasks. These automation applications have helped ensure we have scalable processes but also a lean and efficient back office. 

RESULTS & FEEDBACK

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

Top Virtual Assistant were able to identify 10,506 Pitchbook companies in under 10 days which means they were averaging about 1,051 companies a day across three analysts. 

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

Top Virtual Assistant is very quick to respond. We have a Teams chat set up where they are able to add updates or post questions. Their project lead checked in frequently and provided the updates I needed to feel comfortable that the project was moving forward at an appropriate pace. 

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

What was most impressive about the company, for this project specifically, was not only how quickly they were able to work through our list of 15,000 companies but also how accurate the list was. This had a huge impact on our deliverables to the rest of the firm. 

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

Nothing comes to mind. 

BACKGROUND

Please describe your company and position.

I am the Director General of Icer Brakes

Describe what your company does in a single sentence.

We specialize on Motor Vehicle Parts Manufacturing Services, We help in Better Brakes for a Better World

OPPORTUNITY / CHALLENGE

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

• We have engaged Top Virtual Service due to the need to have digital tools and virtual operations besides customer inquiries based on multi-channel forms such as chatbots and telephone lines

SOLUTION

How did you find Top Virtual Assistant?

• Referral
• We once collaborated with them on a partnership project and needs their service once more

Why did you select Top Virtual Assistant over others?

• Good value for cost
• Referred to me
• Previous collaboration

How many teammates from Top Virtual Assistant were assigned to this project?

6-10 Employees

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

Top Virtual Assistant takes care of our chatbots and our phone lines and technical support as well as the answering of customer questions about our systems. We provided them with documentation, SOPs and SLAs and they have implemented it faithfully.

RESULTS & FEEDBACK

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

We have used Top Virtual assistant as our customer support and technical backup since inception. All has been easy and dependable.

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

They are completing deadlines routinely. We operate using our company management system as well as contact information with them we communicate via email.

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

The willingness to learn the details of our industry though the entire industry is highly technical impressed us. They were able to adjust to our needs very fast.

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

We do not make any recommendations at this stage

BACKGROUND

Please describe your company and position.

I am the Executive Director of Havas Events Shanghai

Describe what your company does in a single sentence.

I am the Executive Director at Havas Events Shanghai, we specialize on Advertising Services, Passion matters to us

OPPORTUNITY / CHALLENGE

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

• expanded our campaigns and we required dependable help
• customer support solution

SOLUTION

How did you find Top Virtual Assistant?

• Online Search
• Clutch Site

Why did you select Top Virtual Assistant over others?

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

How many teammates from Top Virtual Assistant were assigned to this project?

6-10 Employees

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

Top Virtual Assistant took care of all inbound support, it included inbound phone calls, each chat and email. To start with, they came aboard on a trial basis and during the first two weeks, the onboarding process took place, during which they were familiarized with our products, brand voice and the process of escalation. They easily fitted in our front-line team. All the incoming traffic has been received within their channels, and the outbound one is organised through RingCentral. Also, they have installed the Tawk.to live chat on our site that has elevated the customer interaction by a large amount and lead conversion has boosted.

RESULTS & FEEDBACK

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

The partnership with Top Virtual Assistant has led to the objectively measured increase in customer satisfaction rates. They customer care has been excellent and the overhead savings has been notable, especially in recruiting, training and maintaining an in-house team to handle support. We will be saving at least 70 percent or more cost of operation.

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

Projection management has been effective and very reactive. We collaborate directly with one of their project managers that helps us know about every step. There is no hassle in terms of communication through Monday.com or RingCentral to communicate about the task and make a voice call. This has been a smooth collaboration based on their flexibility and the capability to integrate into our current workflow processes.

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

The defining feature of Top Virtual Assistant is that they are able to provide quality customer service. They were great at handling our live chat which is something we were new at. Having released Tawk.to with their assistance, we clearly observed an increased level of on-site activity and higher rate of lead conversion.

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

Nothing, we have been satisfied with their remote support

BACKGROUND

Introduce your business and what you do there.

I’m a partner and part of the founding team of Flourish Ventures, an early-stage, evergreen venture capital firm. We back mission-driven fintech entrepreneurs and ecosystem leaders across the US and emerging markets to build a fair, customer-centric financial system.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Top Virtual Assistant?

We needed to strengthen our sales pipeline and revenue growth efforts. We wanted dedicated support in generating quality leads, following up with prospects, and helping to convert those opportunities into actual sales. The idea was to free up our internal team’s time by letting Top Virtual Assistant handle the repetitive but critical sales tasks so that we could focus more on closing deals and building client relationships. Ultimately, the goal was to create a more consistent flow of opportunities and boost overall business growth.

SOLUTION

What was the scope of their involvement?

Top Virtual Assistant handled a comprehensive scope of work focused on sales support and revenue growth activities. Their team was responsible for lead generation, prospect research, and initial outreach to potential clients. They also managed follow-ups, scheduled calls and meetings, and kept our CRM updated to ensure the sales pipeline stayed organized and active. In addition, they provided regular progress reports so we could track results clearly. The main deliverables included a steady stream of qualified leads, consistent outreach campaigns, scheduled appointments with prospects, and detailed reports on sales activities — all of which directly supported our growth objectives.

What is the team composition?

We worked with four teammates from Top Virtual Assistant.

How did you come to work with Top Virtual Assistant?

I found Top Virtual Assistant through an online search while looking for support services to help with sales and revenue growth. Their offerings around dedicated virtual assistants for business development caught my attention, and after reviewing their website and client approach, I decided to give them a try.

They stood out from the other providers I looked at. While many companies offered general virtual assistant services, Top Virtual Assistant had a clear focus on sales and revenue growth, which was exactly the kind of support I needed.

From the very first interaction, their team came across as professional, responsive, and genuinely interested in understanding my business goals. They also provided a transparent pricing model and a structured plan that showed how their work would translate into measurable results. That combination of expertise, clarity, and value made them the right choice over the alternatives I considered.

What is the status of this engagement?

We worked together from January–August 2025.

RESULTS & FEEDBACK

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

Working with Top Virtual Assistant delivered clear and measurable outcomes for us. Within the first few months, we saw a noticeable increase in the number of qualified leads entering our pipeline, along with a higher rate of scheduled meetings with potential clients. Their consistent follow-ups and structured outreach helped us shorten our response time and improve conversion opportunities. As a result, we experienced a steady uplift in sales activity and revenue growth, which showed that their efforts were directly contributing to our business objectives.

We began to see the 20%–30% increase in qualified leads within the first three to four months of working with Top Virtual Assistant. Their process ramped up quickly, and once the outreach and follow-up systems were fully in place, the results became consistent and measurable during that period.

How did Top Virtual Assistant perform from a project management standpoint?

Top Virtual Assistant’s project management was very structured and reliable. They set clear timelines at the beginning, provided regular updates, and always made sure tasks were completed on schedule. Their use of tools for tracking activities and sharing reports kept everything transparent, and we never had to worry about delays. Overall, they consistently delivered on time and managed the workflow in a way that made the whole process smooth and stress-free.

Our primary form of communication was through email and scheduled Zoom calls, which made it easy to align on tasks and review progress. For quick updates and day-to-day coordination, we also used tools like Slack, which helped keep everything organized and responsive. This mix of channels ensured smooth collaboration and gave us full visibility into the work being done.

What did you find most impressive about them?

Top Virtual Assistant’s proactive approach and genuine commitment to results were impressive. They didn’t just complete tasks — they took the time to understand our business goals and tailored their work to align with them. Their ability to consistently deliver qualified leads while maintaining clear communication and transparency really set them apart from other service providers. It felt less like outsourcing and more like having a dedicated extension of our own team.

Are there any areas they could improve?

Overall, our experience with Top Virtual Assistant was very positive. If there’s one area they could improve, it would be to provide even more detailed performance analytics and insights alongside their regular reports. While the updates we received were clear and helpful, having deeper analysis, such as conversion trends or recommendations for refining outreach, would have added extra value.

That said, this was a minor point compared to the overall quality of their work, and it didn’t take away from the results they delivered.

BACKGROUND

Please describe your company and position.

I am the Founder of Synergy

Describe what your company does in a single sentence.

We provides innovative technology solutions and consulting services to drive business transformation and enhance operational efficiency.

OPPORTUNITY / CHALLENGE

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

• Enhance Customer Support Efficiency
• 24/7 Customer Service Availability

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings

How many teammates from Top Virtual Assistant were assigned to this project?

6-10 Employees

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

Top Virtual Assistant was hired to handle a range of call center services, including inbound and outbound calls, customer support, and lead generation. 
The primary deliverables were efficient customer support handling, addressing inquiries, complaints, and technical issues, as well as generating and qualifying leads for follow-up by our sales team. Additionally, they were responsible for managing data by logging and tracking customer interactions, providing valuable insights for reporting and analysis.

RESULTS & FEEDBACK

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

The project yielded several measurable outcomes that highlight its success. Customer satisfaction improved significantly, with a 20% increase in overall satisfaction ratings, thanks to faster response times and more effective issue resolution. 
Operational costs were reduced by 25% through outsourcing, allowing for a more cost-effective approach to call center services. Additionally, lead generation efforts resulted in a 15% increase in qualified leads, which directly contributed to a boost in sales opportunities. 
These outcomes demonstrate the positive impact of the project on both customer experience and business efficiency.

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

Top Virtual Assistant's project management was highly organized and responsive. 
They consistently delivered tasks on time, adhering to the agreed-upon deadlines and maintaining clear communication throughout the process. Whenever we had specific needs or adjustments, they were quick to respond and flexible in accommodating changes. 
Their team was proactive in identifying potential issues and addressing them before they became problems, ensuring smooth and efficient execution of the project. 
Overall, their approach to project management was professional and results-driven, making the entire process seamless.

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

They were not just focused on meeting basic service requirements but were genuinely committed to understanding our business needs and tailoring their approach accordingly. Their ability to provide high-quality service at scale, while also maintaining a personal touch in customer interactions, was impressive.

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

My overall experience with Top Virtual Assistant was positive, there are a couple of areas where improvements could be made. First, there were occasional delays in response times during peak hours, which could be mitigated by adding more team members or adjusting workflows to handle higher volumes.

BACKGROUND

Please describe your company and position.

I am the Senior Brand Manager of Stanley Black & Decker, Inc.

Describe what your company does in a single sentence.

Stanley Black & Decker provides the tools and innovative solutions you can trust to get the job done and we have since 1843.

OPPORTUNITY / CHALLENGE

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

• To manage and handle inbound/outbound customer calls professionally.
• Improve response time and ensure no missed customer inquiries
• Provide reliable call support that enhances overall customer satisfaction.

SOLUTION

How did you find Top Virtual Assistant?

Referral

Why did you select Top Virtual Assistant over others?

• High ratings
• Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

6-10 Employees

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

We hired them for complete call centre support which included managing both inbound and outbound calls, handling customer queries and complaints, scheduling appointments, and ensuring every call was managed professionally without being missed. 
They also provided regular updates and reports on call activity, which helped us track performance and customer satisfaction effectively.

RESULTS & FEEDBACK

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

The project brought clear improvements as customer response time got faster, call handling became more organized, and overall customer satisfaction increased. 
We also noticed a reduction in missed calls and better tracking of customer interactions, which showed real progress.

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

Their project management was smooth and reliable. 
They delivered everything on time and maintained clear communication throughout. Whenever we had a request or needed adjustments, they responded quickly and made sure our requirements were met without delay.

What was your primary form of communication with Top Virtual Assistant?

• Virtual Meeting
• Email or Messaging App

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

Their professionalism and consistency in handling every call with patience and clarity. 
They stood out for their quick response, reliable service, and the way they adapted to our specific business needs seamlessly.

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

Their call reports, such as trends or customer feedback highlights. This would add extra value and help in making better business decisions.