Uassist.ME

BACKGROUND

Please describe your company and position.

I am a Manager of Monster Cuts

Describe what your company does in a single sentence.

Monster Cuts offers landscaping services. From lawn maintenance to sprinkler system installation, we can handle just about anything, and at a fair price.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Uassist.ME to accomplish?

• Help us improve our customer service by reducing hold time, abandoned calls and solving inquiries on the first call
• Efficient coordination between clients and crews, ensuring instant communication of last-minute changes and gathering feedback
• Supervision of crew appointments, making sure they finish all scheduled appointments by the end of the day

SOLUTION

How did you find Uassist.ME?

Online Search

Why did you select Uassist.ME over others?

• Close to my geographic location
• Great culture fit
• Company values aligned

How many teammates from Uassist.ME were assigned to this project?

1 Employee

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

Role Overview We are seeking a proactive Virtual Assistant to help us manage client scheduling and field team assignments. The ideal VA will serve as the bridge between client requests and our on-ground mowing teams, ensuring smooth communication and on-time service delivery. Key Responsibilities Receive requests from new and recurring clients via email or phone.Schedule mowing services, assigning teams based on client location and availability.Update and maintain the service calendar to avoid overlaps or delays.Send reminders or confirmations to clients and teams.Track job completions and flag any delays or reschedules. Qualifications Experience with scheduling and calendar management.Strong communication skills (clear, polite, and professional).Familiarity with basic CRM or scheduling tools (Google Calendar, Excel, or similar).Organized, detail-oriented, and able to manage multiple requests at once.Prior experience supporting a service-based business (preferred, not required). 

RESULTS & FEEDBACK

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

Having someone available full-time made it possible to solve most issues and take most inquiries promptly. This had a positive effect by reducing the number of incoming calls, which reduced dropped calls by 28% and improved our CSAT score. 

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

Daily communication throughout the day and an end-of-day report detailing the number of inquiries received. I also had a supervisor assigned so that if my assistant were absent, I would be notified and have a backup assigned to take over. All tool access and processes were documented, making the backup situation easy and manageable. 

What was your primary form of communication with Uassist.ME?

• Virtual Meeting
• Email or Messaging App

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

I am confident that my assistant is taking care of my new and existing clients. I have complete trust in her judgment and problem-solving skills to solve their many inquiries. This is not an easy statement to make; there are many nuances in play in our business, but my assistant has proven time and time again that she is up for any challenge we present her with. 

Are there any areas for improvement or something Uassist.ME could have done differently?

So far, it's been a smooth ride.

BACKGROUND

Please describe your company and position.

I am the Regional Marketing Manager, NAM of Acronis

Describe what your company does in a single sentence.

Acronis is a global leader in cyber protection, founded in 2003 and headquartered in Schaffhausen, Switzerland and Singapore. The company develops integrated solutions that combine backup, disaster recovery, cybersecurity, and endpoint management into a single platform. With a presence in more than 150 countries and trusted by over 20,000 service providers and 750,000 businesses, Acronis helps organizations safeguard critical data, ensure business continuity, and strengthen resilience against modern cyber threats.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Uassist.ME to accomplish?

• A Partner That Delivers Quality Leads and Insights

SOLUTION

How did you find Uassist.ME?

Referral

Why did you select Uassist.ME over others?

Great culture fit

How many teammates from Uassist.ME were assigned to this project?

6-10 Employees

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

We’ve been working with Uassist ME and hired 4 BDRs, 2 SDRs, and a BI analyst group of 7, and I couldn’t be more impressed with the results. Their work has been key to achieving our goals towards opportunities and ARR.  The BDRs and SDRs are highly professional, proactive, and well-trained in outreach. They not only deliver high-quality leads but also ensure that conversations are meaningful and set the right tone for our sales team to carry forward. Their ability to quickly adapt messaging, align with our campaigns, and represent our brand with credibility has been a major factor in building strong pipelines. Their data-driven insights have helped us refine our targeting, optimize campaigns, and identify new opportunities that might have otherwise gone unnoticed.  Beyond execution, the agency stands out for their collaborative approach. Communication is smooth, feedback is acted upon promptly, and they operate as an extension of our internal team rather than just an outsourced function. Overall they have been a fantastic partner and a great support to our pipeline growth. I’d highly recommend them to any organization looking for a reliable and results-oriented telemarketing partner.

RESULTS & FEEDBACK

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

The project has delivered clear and measurable success. The team consistently generates high-quality leads, strengthens engagement with prospects, and contributes meaningfully to our sales pipeline. Their insights and analysis have helped refine our targeting and outreach strategies, improving overall efficiency and effectiveness. Overall, the team’s work has had a tangible impact on our demand generation and partner growth.

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

The team managed the project exceptionally well, delivering on time and responding quickly to our needs. Their proactive and collaborative approach made working with them seamless.

What was your primary form of communication with Uassist.ME?

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

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

What impressed me most was their combination of professionalism and responsiveness. They don’t just execute tasks; they adapt quickly and operate as a true extension of our team.

Are there any areas for improvement or something Uassist.ME could have done differently?

Minor improvements could be made in providing even quicker updates when needed but overall they are great. 

BACKGROUND

Please describe your company and position.

I am the Accounting Supervisor of Poppi

Describe what your company does in a single sentence.

Manufacture poppi brand soda

OPPORTUNITY / CHALLENGE

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

• AP Data entry
• AR Invoice data entry
• Research and paperwork support

SOLUTION

How did you find UAM?

Referral

Why did you select UAM over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Referred to me
• Time zone alignment

How many teammates from UAM were assigned to this project?

2-5 Employees

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

Team members process 3-400 Ap invoices weekly using a matrix tool for accurate entry. 
Other team members process 1-200 invoices to customers weekly, matching up to shipping paperwork, approximately 2 million dollars in sales/week.

RESULTS & FEEDBACK

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

• Accurate and timely AP entry, resulting in trimming 3 days off close schedule, and 75% reduction in vendor calls. 
• Accurate and timely entry of customer invoices resulting in an increase of 15% in collected funds within terms. 
• Reduction in staff overtime and weekend work equal to 5 hours per team with a clerk presence. 

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

Our team from UAM is phenomenal. Communication is clear, timely, and actionable. Clerks ask questions readily, clarify freely, and make sure their work is as accurate as possible. UAM's managers educate themselves on the tools and expectations and are great partners in making sure the work is completed on time and in an acceptable fashion. 

What was your primary form of communication with UAM?

• Virtual Meeting
• Email or Messaging App

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

Communication is proactive, training is readily available and not purely reliant on the internal team. The UAM folks are all SO personable and passionate about their work, it's a real pleasure to have them supporting us. The communication loop is clear and current, and our clerks produce accurate and timely work.

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

No, the team has been proactive and transparent from day one.

BACKGROUND

Introduce your business and what you do there.

I’m an executive at a fintech company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed help with our CRM back office activities to make our processes, like sales, efficient.

SOLUTION

What was the scope of their involvement?

Uassist.ME’s team works remotely and comes to our office once a week to take care of data-related back office tasks for our business and to update our platform. 

Regarding the process, they went through initial onboarding to understand the company and our business so they could have more context.

In addition, they offer LinkedIn marketing services focused on lead generation and getting in touch with investors and borrowers.

What is the team composition?

We work with 4–5 members of their team, including Natalia (Business Analyst), an operations associate, an operations analyst, and two marketing assistants.

How did you come to work with Uassist.ME?

They were already working with us when I took my current position.

How much money have you invested in this partnership?

We’ve spent around $400,000 with them so far. We currently invest $8,000 monthly for this project — it depends on the headcount they provide.

What is the status of this engagement?

We started working together in May 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We haven’t had any complaints about their work. Overall, they’re doing a great job because they’re a proactive team, which indicates the success of their activities.

How did Uassist.ME perform from a project management standpoint?

They’ve been doing good with project management regarding meeting deadlines and staying within budget. In terms of tools, we use Jira, emails, and Microsoft Teams.

What did you find most impressive about them?

They lead a close process; other vendors seem distant, but Uassist.ME is very close to us and assists us with monthly reports of the KPIs we’re looking for. We also feel they are integrated into our team because they commit to understanding how we work — it doesn’t feel like they’re an outsourced third party.

Are there any areas they could improve?

I don’t think there’s anything they can improve on — I’m satisfied with them.

Do you have any advice for potential customers?

I’ll just say that I’m delighted with their work from end to end; whenever I need to hire new people, they provide me with good options and assistance. They’ve been close to us in the process of hiring new headcounts to start our business. Overall, they’re a proactive and fast-learning company that works hard.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO and founder of a digital marketing agency that leverages social media and other online platforms to help clients secure more leads.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed their bookkeeping and BPO services for our accounting and management pipelines.

SOLUTION

What was the scope of their involvement?

We’ve initially engaged an executive assistant from Uassist.ME to help us with our organizational needs. As we’ve progressed, we’ve tasked their team with handling our tech support, campaign management, and bookkeeping needs as well.

What is the team composition?

We’ve worked with 5–7 resources from their team.

How did you come to work with Uassist.ME?

We found them online while searching for potential virtual assistance providers to onboard for this project.

What is the status of this engagement?

Our ongoing engagement with Uassist.ME commenced in September 2019.

RESULTS & FEEDBACK

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

Uassist.ME’s support has enabled us to boost our client acquisition rate within shorter periods. We’re confident that our organizational procedures are managed well when we delegate tasks to their team.

How did Uassist.ME perform from a project management standpoint?

They’re on top of their project management game — Uassist.ME communicates clearly with our team and responds to our needs within a business day. Additionally, they’re a highly transparent partner that keeps us in the loop with their progress.

What did you find most impressive about them?

We’re most impressed with Uassist.ME’s outstanding backend support. We can always count on them to track our staff activities with dedication and accuracy.

Are there any areas they could improve?

We’ll appreciate an expedited hiring process for content writers since that’s our agency’s main priority right now.

Do you have any advice for potential customers?

Don’t hesitate to entrust your needs to Uassist.ME. They’ll deliver those as long as you provide them with clear instructions.

BACKGROUND

Please describe your company and your position there.

Mortgage Broker

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Uassist.ME, and what were your goals??

Customer Assistance - sales

SOLUTION

How did you select this vendor and what were the deciding factors?

They are bilingual which is something I need as part of my team

Describe the project in detail and walk through their service package, including any calling tools used.

Helped me organize client files, follow up and as a result I increased the number of applications and closings.

Who did you work with and what was the feedback process like?

Dalia (Business Analyst). She is very good, very detailed and a fast learner. She's responsive and her communication skills are the best I have seen.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

Yes this has allowed my business to grow by about 30% but also it has improved the level of service we provide to our clients.

Describe their project management style, including communication tools and timeliness.

Excel, CRM platforms, Texting abilities etc.

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

Communication and the quality of candidates I had to chose from

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

Maybe more centralized training therefore if my goals are to build a team, such centralized training can be duplicated with out me having to do the training one on one with the next candidate as I grow the business.

BACKGROUND

Introduce your business and what you do there.

I'm the president and founder of a company that offers mortgage lending and real estate services. We primarily serve clients in the Texas and Georgia area.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

I needed a virtual assistant to assist me with administrative duties.

SOLUTION

What was the scope of their involvement?

Uassist.ME has provided a virtual assistant to help me. Their duties include communicating with my clients over the phone or email, setting up client profiles, social media management, and so on.

The assistant works 20 hours each week. Aside from day-to-day tasks, the team has also helped me create processes and systems. I've given them some pain points to solve as well. 

For example, I have an online course that Uassist.ME has been transcribing to help me with future classes. The team has also organized my emails and done some one-off tasks to help me manage my work.

Currently, Uassist.ME is helping us establish marketing strategies. I've shared my vision with the team, and they've created a marketing calendar to help me get started.

What is the team composition?

I work with a virtual assistant and a project manager.

How did you come to work with Uassist.ME?

I found Uassist.ME online.

How much have you invested with them?

I've spent about $4,000.

What is the status of this engagement?

The project started in July 2021, and it's ongoing.

RESULTS & FEEDBACK

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

I don't have any metrics right now. They're still trying to figure things out, and I want to give them time to adjust. Overall, the project has been successful. The team is very customer-focused and detailed. 

I do think the assistant may need a little more training. Uassist.ME could've ensured that the assistant was well-equipped to fulfill their duty before assigning them to us.

However, the company itself is good — they have a good structure that makes it easy for me to work with my virtual assistant.

How did Uassist.ME perform from a project management standpoint?

Their project management is good, and they communicate very well. We use email and phone calls, which works for me. 

I go to the project manager if I have some issues with the virtual assistant, and they'll handle it from there. It takes a lot of responsibility off of me.

What did you find most impressive about them?

Uassist. ME's strong points are communication and structure — their chain of command is phenomenal. They've made it easy for me to reach out to the virtual assistant and the project manager.

Are there any areas they could improve?

They could improve upon the training of their virtual assistants. I suggest training them in the specific tasks the client wants them to do before assigning them to someone. Each company has different needs, so Uassist.ME has to consider that.

In addition, the previous virtual assistant I had was really good at creating strategies, but the Uassist.ME team relies more on my vision and just handles the execution. I do prefer someone more strategy-driven.

Do you have any advice for potential customers?

Be very clear about the type of assistance you need and what skills you need from the virtual assistant — communicating that to Uassist.ME will help them assign the right candidate for you.

BACKGROUND

Introduce your business and what you do there.

I’m an accounting manager at an accounting and investment firm for small businesses in the US.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed a full-time clerk for our company, so we needed someone to contract them for us.

SOLUTION

What was the scope of their involvement?

Uassist.ME assisted us with finding someone that currently works with us doing banking imports for our clients; every month, we take every transaction for their bank and import it into QuickBooks to break it out into their various accounts. They’re responsible for assigning those bankings to general ledger accounts and reconciling them to ensure that what’s happening in the bank and the statements matches with the information using a tool on QuickBooks.

In addition, they go through any reports that we need from clients, point of sales systems, or anything along those lines so that the accountants can go through them and manage the books. They also do special projects and any other tasks that we need from within their expertise realm.

What is the team composition?

Nelson (Bookkeeping Team Lead) has been our main point of contact.

What is the status of this engagement?

We started working together in October 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Overall, we’re satisfied with their services; they do well with the banking, the reconciliation, and how they take orders. Additionally, our costs have decreased because it’s an outsource, which helps us get higher-quality accountants to get the job done, focus on customer service, and build our team — my organization couldn’t function without them because they’re essential.

How did Uassist.ME perform from a project management standpoint?

We’ve never had issues with deadlines — I think that their time management is excellent. Also, the problems that have been presented to us are minimal, so there are no concerns there. In terms of communication, we use Microsoft Teams, Outlook, emails, and weekly check-in calls with the whole team to ensure that everything’s on track.

What did you find most impressive about them?

Their dependability is outstanding.

Are there any areas they could improve?

I don’t think there’s anything they can improve on — they’re doing a great job with us.

Any advice for potential customers?

Don’t be afraid to pressure them on their work; they’re so efficient that they got free time during the day, and they like to fill those free time spaces, which is excellent.

BACKGROUND

Introduce your business and what you do there.

I’m the assistant controller at an outsourced accounting firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed a way to streamline the data entry work we were doing.

SOLUTION

What was the scope of their involvement?

Uassist.ME provides data entry and other clerical work for us. We first gave some teammates training before they started working. Then, we had a selection process to identify the best fit for us. The chosen team member’s daily tasks include downloading bank statements and collecting invoices, which they import into our ERP system. We plan on delegating more work in the future to streamline our processes further.

What is the team composition?

We’re only working with one clerk right now.

How did you come to work with Uassist.ME?

Someone else in the company found them and assigned one team member to me.

What is the status of this engagement?

The project started in October 2020, and it’s ongoing.

RESULTS & FEEDBACK

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

The project has been successful so far. The team has met our expectations and is very helpful. Their work is accurate, so I’m happy.

How did Uassist.ME perform from a project management standpoint?

Uassist.ME does a great job of communicating what they’re working on — the team sends a summary of everything they’ve accomplished throughout each day, which we appreciate. We communicate with them through Microsoft Teams and email.

What did you find most impressive about them?

I’m thrilled with their excellent communication skills.

Are there any areas they could improve?

They could be more proactive and ask us for more work once they’re finished with their daily tasks.

Do you have any advice for potential customers?

Get to know the team and take the training process seriously.