Veta Virtual

BACKGROUND

Please describe your company and your position there.

I'm the managing partner for a small law firm.

OPPORTUNITY / CHALLENGE

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

My firm hired Veta Virtual to provide call answering, messaging, and appointment booking services.

SOLUTION

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

We reviewed several different service providers and personally spoke with Andy, the founder of Veta Virtual. Based on that discussion, we worked with Veta Virtual for a week trial which was fabulous. At the end of the week it was clear that their service was the right fit for my firm.

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

They provide call answering for my law firm during business hours and also book appointments for potential clients through my firm's booking calendar. After each call, I receive a customized message email detailing the nature of the call, caller, and any additional notes that my team gathers from the call.

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

We have an account manager who oversees a 3-person team who answers our incoming calls, oversees quality assurance, and reviews our program monthly to make sure we are utilizing the appropriate level of services to best assist our clients.

RESULTS & FEEDBACK

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

We have been much more effective in time blocking, time management, and the deep work necessary to grow our business. I personally appreciate the ability to manage my time without having to answer incoming calls and Veta Virtual has enabled me to be more productive without hiring an in-person staffer.

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

My account manager is readily available via email and telephone to discuss any questions or updates that I would like to make and I love the high-touch services that I am receiving.

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

The initial trial and ramp up period was fabulous. I was able to experience their services during the trial period with no commitment necessary and was so impressed that it was an easy choice to continue with their services.

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

I have not experienced any issues so far.

BACKGROUND

Please describe your company and your position there.

I own a lead generation company that sells home service leads to local businesses

OPPORTUNITY / CHALLENGE

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

We were sending the leads directly to the customer originally, but the end user often missed calls because they were on a job or similarly otherwise occupied. Veta virtual allowed us to take care of the call answering and provide the lead information direct to the customer is a format they could review at any time.

SOLUTION

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

We found them on Facebook and after talking, we were impressed with how flexible they were and what they were able to do for us to adapt to our business processes.

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

The company were able to answer all types of calls and jot down all relevant information so we could pass them onto someone straight after the call was made.

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

I worked with Andy and he was very helpful, any issues we had he was quick to come up with a solution to move things forward smoothly.

RESULTS & FEEDBACK

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

The end result was that we were able to get lead details directly given to us and pass them onto the customer, which was a big value add to our service.

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

Frequent communication via Facebook about the project (which is nice to be able to talk in real-time) + emails from every call that comes in.

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

Very clearly someone who is looking to build a long-term successful business and not a fly-by-night operator.

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

None that I can currently think of, most issues were on our end.

BACKGROUND

Please describe your company and your position there.

We are a full service marketing agency with offices in British Columbia and Ontario.

OPPORTUNITY / CHALLENGE

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

We receive calls throughout the day and across time zones. With our team members working remotely we were missing the efficiency of having a central communications line to sales and support. Calls were getting missed and routing information was a challenge.

SOLUTION

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

We met Veta Virtual via a BNI visitors day and the services fit perfectly with the challenges we were facing. After discussing the options with Andy we were able to come up with a plan that has resulted in better customer service for our clients and more leads for us as the calls are now being answered immediately.

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

Veta Virtual handles all of our phone calls. Forwards important information to the correct department and books meetings directly on our calendars when required. They are also able to handle phone calls from our three different locations and centralize the flow of information.

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

We have been dealing directly with Andy and the process has been smooth and responsive from day one.

RESULTS & FEEDBACK

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

Now that our customers are not required to leave messages to get callbacks our customer service has increased greatly and we are getting more opportunities now that we know our calls are being answered immediately.

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

we use email and slack for communication.

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

They've adapted easily to our specific setup, and they're helping us streamline our reception process.

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

No.

BACKGROUND

Please describe your company and your position there.

I'm the owner of a lead generation company that specializes in the generation of phone calls for lead buyers.

OPPORTUNITY / CHALLENGE

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

We had a client for one project that had an IVR asking callers to enter their ZIP code before being connected to their reception. This resulted in a massive dropoff rate with the leads that we were sending. As people simply don't like IVRs in general. They want to call and speak to someone right away. We needed an answering service or call center that could take the calls, get the callers ZIP and then transfer them through the IVR.

SOLUTION

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

We selected Veta Virtual after using a few other companies that promised the world and couldn't even get the most basic live call transfer right. Plus there were issues with caller ID not passing through, other companies didn't have the tech to do it. We chose them as the owner was more than willing to get on a phone call and spend some time listening to our requirements. He really took the time to understand what we needed and made sure that he was able to provide the solution that we needed. Plus he offered a free trial for 7 days.

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

Our project is very simple. Calls come in during business hours and the rep identifies it's a real lead that needs a quote or wants to book in right away. Step two is getting the caller's zip code and transferring them through the IVR so on the caller's end they end up speaking to the client right away bypassing the IVR. If it's a sales call the call is to be shut down and disconnected ASAP. The workflow is very simple. Any missed calls are called back and any outside of business hours calls are called back first thing in the morning.

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

We worked with Andy, the owner of Veta Virtual. The feedback process was fast and efficient. Each morning during the first month the previous day's calls were reviewed and any adjustments or feedback that was needed was passed on. Andy made sure the feedback and adjustments were implemented the same day.

RESULTS & FEEDBACK

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

We took the project from about 20% of callers using the IVR to 100% due to the live answering.

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

Direct communication with Andy. He suggested a few apps that we could use but then we simply decided on using Facebook messenger as it was easy for us both.

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

The ability to adjust fast when needed. The constant feedback that Andy provided if there was anything he noticed on his end that he picked up on and his end and his willingness to help our project succeed.

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

Nothing. Everything has been very smooth.

BACKGROUND

Please describe your company and your position there.

My company is a sole proprietor law firm. I am the owner. I also own a Law Chambers through which Veta provides reception services.

OPPORTUNITY / CHALLENGE

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

I hired Veta Virtual to take my calls, to screen calls, and to schedule appointments for me. Veta also helps me to provide a full service office solution to my Law Chambers clients.

SOLUTION

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

I met with the owner Andy a few times before deciding to work with Veta. Veta offered a trial period to see how the services fit my needs.

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

Veta provides reception services for my business from 9 to 5 (although I believe they answer calls from 8 to 8 if not more). A lot of my clients contact me by cellular, therefore, i forward my cell to Veta, and am able to take transfers back to my cell using Ring Central. Once set up, the process is seamless.

For most users, without my unique situation, it is not necessary to use a third party app. I may remedy this situation on my end, nevertheless, it's been trouble free once set up.

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

I worked with Andy, Dani and Natasha. Feedback process is great and the services are customized according to my business needs.

RESULTS & FEEDBACK

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

Among other things, Veta has helped me streamline my notary services by booking appointments for me. This means I am spending less time on calls. They also screen out soliciting calls and can schedule calls for a time that is convenient to me.

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

Veta handles my calls according to my particular needs or requests as soon as the request is made. I can email or use Slack to send real time requests. Appointments are booked using Calendly.

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

Personal service and working with a limited number of people. Andy is very responsive to my business needs and I highly recommend Veta based on this personal touch.

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

Bilingual receptionist service (English/French) would be a bonus.

BACKGROUND

Please describe your company and your position there.

I am the CEO, owner and lead attorney of Leap Frog Divorce PLLC. It is a small law family law firm in Orlando, Florida.

OPPORTUNITY / CHALLENGE

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

I needed assistance answering my incoming calls when I am not available and booking consultation appointments for potential clients.

What were your goals for this project?

To have a real person answer my telephone calls when I am not available.

SOLUTION

How did you select Veta Virtual Receptionist?

I selected Veta Virtual because of the personal attention I received from the company owner, the competitive pricing, and because they offered a free trial.

Describe the project in detail.

My office is open from 8am to 6pm Monday through Friday. I am not always available to answer my telephone. It is critical that potential clients speak to a real person, so I needed a virtual receptionist. Veta Virtual handles all incoming calls for me.

What was the team composition?

Veta Virtual provides a team of virtual receptionists to handle my incoming calls.

RESULTS & FEEDBACK

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

Because Veta Virtual answers calls from potential clients, my consultation bookings have increased substantially. And, the process of booking the consultation and gathering basic information has been streamlined.

How effective was the workflow between your team and theirs?

The workflow I have with Veta Virtual works very well and appears seamless to my callers.

What did you find most impressive about this company?

The personal attention and the competitive pricing.

Are there any areas for improvement?

None at this time.

BACKGROUND

Introduce your business and what you do there.

 I’m the owner of a law firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Veta Virtual?

 We needed help with call management.

SOLUTION

What was the scope of their involvement?

 Veta Virtual handled our call management's day-to-day operations. The team managed our incoming calls primarily, and they also made a few outbound calls.

What is the team composition?

 We worked with an unknown number of teammates from Veta Virtual.

How did you come to work with Veta Virtual?

 We chose Veta Virtual for their price point, responsiveness, and scalability.

What is the status of this engagement?

 We started working with Veta Virtual in September 2025, and our engagement ended in September 2025.

RESULTS & FEEDBACK

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

 Veta Virtual's daily call volume based on answer rate and related information to the firm was consistent.

How did Veta Virtual perform from a project management standpoint?

 We communicated with Veta Virtual via email and phone.

What did you find most impressive about them?

 Veta Virtual's responsiveness was impressive.

Are there any areas they could improve?

 There was nothing Veta Virtual could have done better or differently during the project.

BACKGROUND

Please describe your company and position.

I am the Office Manager of Lake Munro, LLC

Describe what your company does in a single sentence.

Our company is a Legal Firm.

OPPORTUNITY / CHALLENGE

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

• Take the burden of answering phone calls off our paralegals.
• Screen out the marketing calls.
• Ensure we don't miss any customer calls.

SOLUTION

How did you find Veta Virtual?

Online Search

Why did you select Veta Virtual over others?

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

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

2-5 Employees

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

We don't have a project.  This is n/a.  We simply use Veta Virtual as a receptionist that answers our phone calls and takes messages.

RESULTS & FEEDBACK

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

We have always received prompt responses from Veta Virtual.  They're very easy to work with and extremely professional.

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

They have been extremely thorough  in setting up our account, managing it, checking in with us and making clients feel heard.

What was your primary form of communication with Veta Virtual?

• Virtual Meeting
• Email or Messaging App

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

Their willingness to learn all about our company and provide the same level of service we would provide to our customers.

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

No

BACKGROUND

Please describe your company and position.

I am an executive at Sarah M. Timmers, Esquire

Describe what your company does in a single sentence.

Solo law firm specializing in consumer protection.

OPPORTUNITY / CHALLENGE

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

• Client communications.

SOLUTION

How did you find Veta Virtual?

Referral

Why did you select Veta Virtual over others?

Referred to me

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

2-5 Employees

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

I am a solo attorney with a legal assistant. My legal assistant of several years left my small firm to work at a bigger firm and I needed someone IMMEDIATELY to assist with telephone calls, appointment scheduling and bill collecting. 

RESULTS & FEEDBACK

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

My clients or consultations never had any idea that I was using a virtual service.  Telephone calls were answered professionally and scheduling and billing continued without any gaps.

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

Project Management was exceptional, kind, caring and devoted indivdual attention to my firm's needs when we needed it.

What was your primary form of communication with Veta Virtual?

Email or Messaging App

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

I was impressed with their personalized attention.

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

None that I know of.

BACKGROUND

Please describe your company and position.

I am the Customer Success Manager of a software company.

Describe what your company does in a single sentence.

School administration software

OPPORTUNITY / CHALLENGE

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

• Triage calls
• Save time on our technical support team

SOLUTION

How did you find Veta Virtual?

Online Search

Why did you select Veta Virtual over others?

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

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

6-10 Employees

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

Answered sales and support calls to either transfer to technical support/sales, or create ticket for email or follow up call resolution.

RESULTS & FEEDBACK

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

Growth/scaling of company without requiring additional resources.

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

They were very responsive and proactive to our needs.

What was your primary form of communication with Veta Virtual?

• Virtual Meeting
• Email or Messaging App

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

Detail oriented and followed directions with ease.

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

N/A