Upsist Inc.

BACKGROUND

Introduce your business and what you do there.

We're a digital marketing agency that offers IT development solutions, video content creation, social media management, SEO, ad campaigns, Google Ads, and business coaching. Our mission is to drive revenue growth, expand market reach, and achieve digital transformation for our clients.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Upsist Inc.?

Our primary goal for hiring Upsist was to increase our top-line revenue. We recognized that our time and our team's time were being wasted on administrative tasks that didn't directly generate income. By delegating all backend and repetitive sales activities to a trained professional, we were able to elevate our focus to what truly mattered.

SOLUTION

What was the scope of their involvement?

Upsist has taken full ownership of our inbound and outbound lead processes. The main deliverable has been a consistently updated and qualified sales pipeline within the ACGROW CRM. The team is also responsible for all data entry and maintenance within the ACGROW CRM, including tracking leads, updating opportunity stages, logging all communications, and generating automated reports on our sales pipeline health.

Additionally, we have delegated all of our backend administrative work to Upsist, including daily email management, meticulous calendar scheduling, and organizing all meetings and appointments with prospects and clients.

Content creation and social media marketing have been critical parts of the scope. Our Upsist VA has been responsible for both content creation and managing our social media marketing efforts. They have helped us generate content ideas, draft engaging social media posts, and schedule them for optimal reach. We even trust them to provide some of these services for our own clients, a level of confidence we never thought we’d have in a virtual assistant.

Finally, our VA has used Upsist's internal systems to manage all sales-related projects, from coordinating our team's activities to escalating support tickets. The deliverable has been a clear, organized project workflow that ensures nothing falls through the cracks.

What is the team composition?

We have a dedicated VA who has become an essential part of our team.

How did you come to work with Upsist Inc.?

We found Upsist through an online search and discovered that they were helping one of our existing clients.

What is the status of this engagement?

Our project with Upsist Inc. started in the second half of 2024, and I'm happy to report that it is still ongoing.

RESULTS & FEEDBACK

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

Our partnership with Upsist has been nothing short of transformative. They are directly responsible for helping us achieve a 300% revenue growth in a very short amount of time. We didn't just free up time; we created a scalable engine for growth that is now a core part of our business.

We have truly learned more from them than we gave in terms of tasks. They function as a genuine strategic partner, providing insights and best practices that have completely changed how we operate. Their guidance on streamlining our sales pipeline with the ACGROW CRM has made us more efficient and effective than ever before.

Beyond just sales, Upsist has also been instrumental in boosting our brand's credibility. They have guided us on a review management strategy, leveraging their own outbound calling services to reach out to our existing and even our old customers. This has led to a huge increase in positive reviews and testimonials, which has resulted in significantly more exposure and new customers for our business.

Upsist is not just a service provider to us; they are an essential part of our team and a key contributor to our success. Their talent, proprietary technology, and commitment to our goals have allowed us to not only hit but exceed the milestones on our roadmap.

How did Upsist Inc. perform from a project management standpoint?

Upsist's approach to project management has completely transformed our expectations. Unlike other services where we were constantly chasing deadlines, Upsist has been consistently proactive. They don't just wait for a task to be assigned; they take ownership of our entire sales pipeline and manage all deliverables from start to finish.

The core of their project management is their proprietary ACGROW CRM, which has been a complete game-changer. Our VA uses it as a central hub for all tasks, from lead generation and content creation to project-specific assignments. We have full transparency and can see real-time progress on every single project, which gives us peace of mind we never had with other services. There has never been a single missed deadline or a surprise about a task's status.

In terms of responsiveness, Upsist is unmatched. Our VA is always available and quick to respond to our needs, often anticipating them before we even ask. They have shared their own secure and encrypted platform for direct messaging and calling, giving us 24/7 access. That level of dedicated support and accountability sets them so far apart from our previous experiences with both Upwork and Virtual Gurus.

In short, Upsist doesn't just manage projects; they master them. Their quality of service and deliverables are a direct result of their proactive approach, providing not just outcomes but a seamless and professional partnership we can fully trust.

They were flawless; we never had a single missed deadline as their project management and proactive communication ensured everything was delivered on time.

What did you find most impressive about them?

What truly impressed us was the team's commitment to ethics. They treat our VA as a human, not just a resource, and that respect is evident in every interaction. When a technical issue does arise, their IT team is phenomenal—they resolve every single issue in 5 minutes or less. This level of professional and human-centric support sets them apart. Delegate to Elevate!

Are there any areas they could improve?

There are no negative things to say about our experience with Upsist. In fact, what some might see as a challenge at the very beginning, we now view as a deliberate part of their 5-star process.

During our initial onboarding, Upsist was meticulous about getting everything “on point.” They were very specific about what they needed from us, from our exact brand voice to the intricacies of our sales processes. While it felt like a lot to get in place upfront, we now understand that this was their way of ensuring a flawless execution from day one.

If they hadn't pushed us to be so prepared, we would never have discovered what a truly 5-star service looks like. That rigorous preparation prevented any future miscommunications and allowed their team to hit the ground running with zero downtime. It's a testament to their proactive and professional approach to building a successful partnership.