Veta Virtual

BACKGROUND

Please describe your company and your position there.

I’m the managing partner for a financial accounting advisory practice

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist?

We hired Vets Virtual to act as executive assistant to the managing partner. They handled inbound email and scheduling requests as well as some contract prep support

SOLUTION

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

This firm was a referral from a business networking group

Describe the project in detail and walk through their service package.

See above

How many resources from the vendor's team worked with you, and what were their positions?

One

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Assistant improved client interactions considerably. They have effectively freed up managing director to do more value-added work. Effectively managed calendar

How effective was the workflow between your team and theirs?

Excellent.

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

Quick adaptability to situation. Quickly and effectively managed transition

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

None

BACKGROUND

Please describe your company and your position there.

I am the owner and founder of my clothing store. We sell an assortment of the trendiest brands in Asia in Toronto.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist, and what were your goals??

We receive new calls and new leads constantly throughout the day and Veta Virtual Receptionist. Also we needed help finding new hires, booking miscellaneous appointments and setting up meetings with new clients.

SOLUTION

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

We found this vendor had amazing reviews on Clutch and noted other business owners like myself had a very good experience with Veta.

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

They provide very detailed call answering that results in a detailed email summarizing the nature of each call. They also directly help me set up meetings with clients.

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

We have a specific account manager at Veta and we provide direct feedback on a monthly basis.

RESULTS & FEEDBACK

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

Since we have used Veta, our sales have increased by 300% since May 2021. I've have saved an unmeasurable amount of time answering calls and it allowed me to focus on stocking my store with the best inventory and also not be interrupted when meeting with clients.

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

Our personal account manager is extremely responsive mainly to my method of communication; direct phone calls. We have not had an instance when they did not pick up our calls.

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

The commitment of the account manager we work with that again is very responsive. It is a really unique service that saves a lot of admin time. Also their trial period was very helpful in allowing me to get accustomed to their services without paying. I personally love the email summary of calls that were made as it allows me to search specific conversations afterwards as well.

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

I have not experienced any bad services thus far.

BACKGROUND

Please describe your company and your position there.

Software developer and architect

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist, and what were your goals?

Books appointments for my software development agency

SOLUTION

How did you select Veta Virtual Receptionist and what were the deciding factors?

Owner is passionate about his company and cares personally about their clients results. Friend said that they focussed on quality of service.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

They helped manage clients contacts, giving my company more time and energy to focus on our core business.

How many people from the Veta Virtual Receptionist team worked with you, and what were their positions?

1 - Andy Fang - CEO

RESULTS & FEEDBACK

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

Service was excellent and friendly. Was able to focus on my core business while not having to worry about managing my appointments or calls.

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

Style was direct and flexible. Andy did a great job of setting things up for us, and ensuring that we'd get the most out of their services. Communicated via Slack and phone, worked well and was always available.

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

The dedication and hard work from Veta Virtual Receptionist have been impressive.

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

Not for now.

BACKGROUND

Please describe your company and your position there.

I am the Case Management Supervisor for Infinity Law Group

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist, and what were your goals??

We hired Veta Virtual to be an answering service for our law firm's calls.

SOLUTION

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

They were extremely knowledgeable, kind, and hard working.

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

They answer calls from our clients, adjusters, and opposing counsels, and transfer calls, take notes, and messages.

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

Andy Fang- Excellent process.

RESULTS & FEEDBACK

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

We are undoubtedly retaining and gaining more clients as a result of Veta Virtual.

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

Clear and concise communication, no hidden fees.

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

They always behave professionally and are very affordable.

BACKGROUND

Please describe your company and your position there.

I help my dad run his real estate brokerage on the operations side and Veta Virtual was very helpful to the brokerage in taking inbound leads and daily calls.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist, and what were your goals??

We receive calls all day and having multiple responsibilities, I wanted to outsource the task of receiving calls to make time for other tasks. Veta Virtual helps take calls during business hours and our goal was to improve our customer service and capture potential leads.

SOLUTION

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

I researched virtual receptionist services online and chose this vendor based on their affordable price.

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

They provide receptionist services from 9 am to 5 pm on weekdays and 24-hour coverage on weekends. We worked together to come up with a solid script and when taking a call, they find out who's calling and why before taking down their contact info. If the caller is a potential lead, they schedule an appointment and I review them before passing them off to the real estate agents.

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

We worked with the founder, Andy, who oversees the entire call team, to onboard. All calls are recorded for QA purposes and I review their performance with Andy weekly.

RESULTS & FEEDBACK

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

We've gotten more clients than ever thanks to their call services. When I get to work, I have a list of leads to follow up on and they save us time by answering any general questions. Their customer support is fantastic.

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

Outside of our weekly meetings, they're very helpful and responsive whenever I have a question.

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

Veta Virtual is a pleasure to work with, not only did they provide improvements to our call script but also knew how to answer questions outside of the expected.

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

Nothing I can think of!

BACKGROUND

Please describe your company and your position there.

I’m one of the cofounders of a career coaching and resume building consulting service for university students and new grads. We mainly focus on career coaching for investment banking, private equity and general finance/business sectors.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist?

Our company was growing quickly and servicing different volumes of consulting/career requests on a seasonal basis.

SOLUTION

How did you select Veta Virtual Receptionist and what were the deciding factors?

We liked Veta Virtual for the platform’s flexibility with pricing; we can leverage its services more during peak busy seasons. We also liked the reviews and conducted some word of mouth research.

Describe the project in detail and walk through their service package.

They allowed us to book different types of plans to use their virtual receptionists to answer calls, questions and direct traffic. This helped our team out a lot with customer service management.

How many resources from the Veta Virtual Receptionist team worked with you, and what were their positions?

We opted for the Veta 250 plan and around 3-5 virtual receptionists rotated to help our team on an as-needed basis.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We definitely felt that our operations ran smoother - less friction with customers and we could really trust that the Veta team knew what they were doing.

How effective was the workflow between your team and theirs?

We never had any issues - felt that the two teams worked well together. They are very patient and accommodating with our asks.

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

I liked that it was founder-built. Andy really listened to our pain points and his staff were super professional. We liked that they employed native speakers who truly understood and communicated with our customers’ needs.

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

I think they can definitely focus on growing faster as I can see this type of service will be very in demand.

BACKGROUND

Please describe your company and your position there.

The Cohen Firm is a multi-disciplinary law firm headquartered in Orange County, California, tailored to meet the needs of members of employer-based legal benefit plans, offering services primarily in the areas of Estate Planning, Real Estate, Immigration, and Debtor Protection.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist, and what were your goals??

Administration of inbound calls, appointment setting and outbound follow up calls.

SOLUTION

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

We selected Veta Virtual after a comprehensive interview and consultation with Veta Virtual's CEO, Andy Fang.

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

N/A

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

Great feedback and status updates from all Team members on client calls and queries, as well as questions when unclear on company processes or procedures in a particular case.

RESULTS & FEEDBACK

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

We're off to a great start with Andy and the Team at Veta Virtual. Very professional, enthusiastic, and eager to take on a new challenge.

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

N/A

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

Their attention to detail, responsiveness, professionalism with clients, the proper attitude is most impressive..

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

N/A

BACKGROUND

Please describe your company and your position there.

I'm the founder and president of Speak Fluent.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist, and what were your goals??

We hired Veta Virtual to handle all inbound calls that we were not able to handle inhouse.

SOLUTION

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

They had flexible and scaleable packages that fit perfectly with my needs. Andy was also very helpful in getting us set up.

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

The main requirement was that any calls received would be handled promptly and details forwarded to me. The tools that they used got the job done well and to my satisfaction.

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

I worked directly with Andy and the feedback was extremely prompt.

RESULTS & FEEDBACK

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

We now have a business number that I know I can rely on to provide a great user experience for our clients and prospective clients.

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

They are very responsive to feedback.

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

Compared to other similar companies, they have very flexible packages that make them stand out from both a pricing and value perspective. It was also a very easy process to get started.

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

None at this time.

BACKGROUND

Please describe your company and your position there.

Owner of Website Design company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist, and what were your goals??

We needed admin services to cover phones, book appointments, and schedule site updates.

SOLUTION

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

They were personal, professional, affordable, and willing to learn our business.

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

They provided coverage for our phones from 9-5pm, M-F and forwarded notes on all calls to our team.

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

We worked with Andy, Dani, and Natasha on all calls.

RESULTS & FEEDBACK

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

They provided prompt services, call answering, scheduling and detailed notes.

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

They provide monthly updates and call overview notes for each call.

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

They were personal, professional, and cared about helping us be successful.

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

Offering different types of receptionists (male, female, different ethnicity, different expertise) to better address the client's audience could be a growth improvement.