Veta Virtual

BACKGROUND

Introduce your business and what you do there.

I’m the COO of a home care agency that provides private care in the homes of the elderly and people who need assistance with their day-to-day lives. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Veta Virtual?

We needed someone to manage our inbound phone calls.

SOLUTION

What was the scope of their involvement?

Veta Virtual is answering our phone calls. They ask callers a series of questions based on a script that we’ve come up with their team. From there, they forward callers to the right person in our organization following a chart that we’ve provided. Sometimes, they just take messages so our team can call back at an appropriate time.

What is the team composition?

I’ve worked with their founder and their call center resources. 

How did you come to work with Veta Virtual?

I met Veta Virtual’s founder at a networking event. We liked that they had the same people answering our calls, so we hired them.

How much have you invested with them?

We’ve spent around $8,000.

What is the status of this engagement?

We’ve been working together since July 2021, and our partnership is ongoing. 

RESULTS & FEEDBACK

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

Thanks to Veta Virtual, our team has saved time because we no longer have to answer the phone. They are knowledgeable about our business, allowing them to be successful in helping us manage our inbound call flow. We’ve had a positive experience working with their team.

How did Veta Virtual perform from a project management standpoint?

Veta Virtual’s integration process has been simple. We communicate over the phone. 

What did you find most impressive about them?

Veta Virtual provides more company-specific customization compared to their competitors.

Are there any areas they could improve?

I can’t think of anything. 

Do you have any advice for potential customers?

Give Veta Virtual as much relevant information about your business as possible so that they can have the details necessary to be successful. 

BACKGROUND

Please describe your company and your position there.

I'm the founding director and lawyer at Sukh Law. We provide legal advise and representation in the areas of real estate and business law.

OPPORTUNITY / CHALLENGE

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

We receive calls from our clients and potential leads throughout the day and our goal was to hire Veta Virtual to help streamline the process and ensure better communication, responsiveness and ultimate client satisaction.

SOLUTION

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

We searched for virtual receptionist services online and narrowed down our options to 2 companies. After a month long trial with both Veta Virtual and the other competitor company, we found Veta Virtual's ability to personalize the customer/client experience much superior to its competitor. Veta Virtual keeps a record of all the callers and follows the set of questions and responses far superiorly to its competitor.

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

They provide receptionist coverage 9 am to 7 pm EST and follow the mutually decided workflow with great consistency. They provide email notifications after attending to calls and also take the time to classify the calls, i.e. hot lead, requires answer, etc. so it is easily visible in the notification subject lines. Other than that, a client portal is also offered which allows to keep a track of the call log and billed minutes.

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

We have worked directly with the Founder, Andy Fang and he has been great to deal with thus far. Responsive, kind and quick to understand our company's goals and objectives.

RESULTS & FEEDBACK

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

We've increased efficiency and time savings.

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

If any changes are requested from our side, the change is usually implemented within an hour.

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

Veta Virtual Receptionist's enthusiasm in tailoring to meet our company's requirements and demands are impressive.

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

No complaints with their service.

BACKGROUND

Please describe your company and your position there.

Im the CEO of a business consulting company looking to expand my capacity for service types

OPPORTUNITY / CHALLENGE

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

We are expanding our services and hired Veta Virtual to help capture all the leads and help convert them into customers

SOLUTION

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

I selected this vendor based on positive reviews from colleagues, vetting their business model, and having a positive experience with the CEO of Veta Virtual

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

They provide sales support and were able to capture all leads whether they came after hours during the week or over the weekend. I was able to expand my capacity and grow my business. I learned new approaches to the sales cycle and was able to grow my business

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

I worked directly with Andy, who was extremely communicative, responsive, and helpful for all questions and concerns. We problem solved and worked through issues efficiently.

RESULTS & FEEDBACK

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

Veta Virtual is a great program and it met all my expectations for a virtual assistant support business.

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

We spoke weekly and can reliably get responses over slack or email. I felt confident to get all the support I needed.

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

Their desire to expand and support their clients in new and productive ways, from just virtual answering services all the way through being the outsourced sales department and supporting clients for the entire sales cycle.

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

They are excellent to work with and responsive in all ways necessary.

BACKGROUND

Please describe your company and your position there.

I am the owner of CPA firm as well as Mental Health clinic

OPPORTUNITY / CHALLENGE

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

We receive calls all day for both my CPA and Mental Health Practice, including after business hours. For mental health clinic, the nature of call can be very urgent which will need a prompt response to transfer to therapist right away. VetaVirtual help us take calls after we close for the day. Our call is to make sure we are very responsive to our client for mental health clinic as well as take on leads for CPA firm

SOLUTION

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

I was with one virtual receptionist firm. However, I did not like how any agent will pick up our call. It was important we had dedicated agent to our firm so they are familiar with our firm and clinic, customer base as well as how to respond to them. VetaVirtual allocation of 5 agents to our firm/clinic

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

VetaVirtual has a monthly fee which is based on minutes. We determined we needed more minutes for our mental health clinic so bought the highest package. I don't need to test calls as Veta Virtual Receptionist has always picked up my phone after six rings. 

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

I worked with owner of VetaVirtual Andy Fang

RESULTS & FEEDBACK

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

The # 1 patient complain was being unable to reach a therapist. That being said, that complain is no longer.

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

we can request they call client to follow up on appointment. This was very key and very ahhpy with the output

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

The call back service and transfer call system.

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

None I can think of

BACKGROUND

Please describe your company and your position there.

I run an overseas staffing company

OPPORTUNITY / CHALLENGE

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

Our staffing company is located in Eastern Europe but we needed support for our American and Canadian clients. Veta was a perfect fit because they are Canadian-based and also has Canadian and US clients.

SOLUTION

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

I’m extremely familiar with call centers as I used to own one myself, so I was very particular and came armed with questions. The person I talked with, Andy, was super knowledgeable, super sharp and won over my confidence which isn’t easy.

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

The team at Veta answers calls, assists callers with simple questions and schedules consultations with potential leads while being my gatekeeper for callers that aren’t valuable to our company.

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

We worked with a team of 5-6 agents handling our call answering needs.

RESULTS & FEEDBACK

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

I was a bit diligent at first to make sure veta would do what they said they were going to do, and they came through and made the transition as smooth as I can ask for. After two weeks I was sure I was in good hands and we will continue to use them. In fact, some of our prospects and current clients remark about how awesome the agents were.

How effective was the workflow between your team and theirs?

Effortless. Veta is quick to reach and communicate with. Had zero friction.

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

They run a rock-solid operation over there. Sometimes having a remote solution for your business (instead of in-house talent) can be scary but Veta Virtual Receptionist come through for us and has made our lives easier.

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 founder of Gizmo Sharks, a digital marketing agency that focuses on online advertising and web design.

OPPORTUNITY / CHALLENGE

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

I hired Veta Virtual to handle my day-to-day client follow ups and appointment booking for new leads.

SOLUTION

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

First, it was the price. Veta Virtual was able to match a competitive offer plus more features. However, after using, I saw positive impacts and decided to sigh a contract for 1 more year.

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

The company answered 80% of the new calls and booked meetings and new appointments. Their receptionists are well trained and provided excellent communication to existing and potential new clients.

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

I worked with 1 virtual receptionist and her name was Lisa. She was great at communication and easy to work with and train.

RESULTS & FEEDBACK

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

With my old virtual receptionists, I found the problem of lack of passion and detail-to-attention. Things were getting missed out and I was not happy with that. With Veta, we had a step-by-step plan and process on how to answer calls properly. My engagement rate increased by 30% in just a month.

How effective was the workflow between your team and theirs?

Very easy. We had bi-weekly checkups to see if go over brief results. When we find problems, we fix it right away.

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

They were able to fix things quickly and always finding new solutions. Instead of just reading off a script, they helped us pinpoint problems as well from calls.

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

The only area that could be improved is the NEW language. I cannot use them for my Chinese clients because they didn't have a Chinese receptionist. However, They will be hiring multi-lingual receptionists soon.

BACKGROUND

Please describe your company and your position there.

I was an engagement manager for a pro-bono consulting firm. We worked with clients who are non-profit or charity organizations.

OPPORTUNITY / CHALLENGE

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

Our organization had taken on a few different clients and with several team members working remote in different time zones, we needed someone to help coordinate client meetings and team meetings.

SOLUTION

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

I had heard from colleagues about Vera Virtual and how easy it was to integrate them into their workflow, so I decided to try it out. They were so gracious with giving us a free trial and were so patient throughout the onboarding process. They were also so responsive with any troubleshooting. The service costs were very affordable.

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

Veta Virtual helped us coordinate a central line where clients and team members could call in to schedule meetings. They helped us integrate a scheduling system using Google calendar into our workflow.

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

Our main point of contact was mostly with the CEO for any inquiries and troubleshooting. There was also a team of receptionists that handled the day to day execution of the service.

RESULTS & FEEDBACK

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

Veta Virtual helped us coordinate meetings very efficiently and gave us more time to focus on our client projects rather than being wasted on admin work. We were able to meet with our clients regularly and without delay, allowing us to complete projects within our proposed timelines.

How effective was the workflow between your team and theirs?

We had a frequent touchpoint early on for the onboarding process and a few more throughout the project. They were very responsive with any inquiries or concerns, often within 24 hrs.

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

They were able to provide excellent and quality customer service that resolved my issues firsthand. I’m extremely satisfied with Veta Virtual. They also make the integration of their service very approachable with step-by-step guides.

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

While all our meeting planning was done perfectly and with no problems, it seems that our calls were not handled by the same receptionists every time. Perhaps having dedicated receptionists to each account/project can be helpful, so that they are more aware of each client's needs and practices.

BACKGROUND

Please describe your company and your position there.

I am the owner and piano instructor of my own piano studio in Calgary, Alberta.

OPPORTUNITY / CHALLENGE

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

One of the main challenges in the operations of my piano studio is having to manage phone calls and inquiries while also teaching piano without interruptions. Veta Virtual has helped me by taking calls during my teaching time while also providing excellent customer service.

SOLUTION

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

I chose Veta Virtual after talking to them about the challenges I was facing. Andy took time to listen to my concerns and offered a plan that fit my needs perfectly. I selected Veta Virtual for their professionalism, and affordability.

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

Veta Virtual would provide receptionist coverage during the times that I taught afternoon (typically during late afternoons to evenings). We worked together to ensure that my services and company was well understood by Veta Virtual. Parents/students who were further interested in my services would then be scheduled into my calendar for a meet and greet.

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

I worked directly with Andy and his team of virtual receptionists. The feedback process was great and well catered to my company.

RESULTS & FEEDBACK

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

I have received many more inquiries and students after using Veta Virtual. This is ultimately the result of their professionalism and ability to answer questions/inquiries while I am busy.

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

Veta Virtual responds to any of my questions or concerns in a good timely manner. I am able to quickly reach Andy and his team and have a conversation with him.

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

Veta Virtual listened to my business goals and was able to align their services to my values. Their personable approach and willingness to listen are what make them impressive.

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

Nothing at the moment.

BACKGROUND

Please describe your company and your position there.

I am the Director of Panchvati Supermarket, a leading Indo-Canadian Grocery store chain in Canada.

OPPORTUNITY / CHALLENGE

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

Currently, with the vast amount of growth we are facing in our industry, the need for both HR services and a receptionist had become dire in coordinating calls and meetings between members of the management team for new projects and hires.

SOLUTION

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

We considered multiple HR service firms, their company structure, price points etc. Ultimately we selected Veta Virtual due to their hands on approach in catering a solution which was unique to our company requirements. Andy worked with us heavily throughout the planning phase, making sure every need was addressed in an effective manner.

We genuinely appreciated this relative to other firms we had sat down with who simply showcased cookie cutter solutions that did not 100% meet our requirements. Once the planning phase was complete, we setup a trial period during which we engaged heavily with Andy's team and ultimately arrived at the perfect solution for our needs. Veta Virtual truly showcased to us what it means to put customer first.

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

The team at Veta virtual setup a receptionist to address calls amongst all members of the management team. In conjunction, they coordinated all interviews with new hires for the company and synced them with the google calendars for the team and provided notices for any changes immediately.

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

We had Andy and his assistant deal with us in the initial consultation phase after which we started the beta launch of the program wherein several other members of his team joined. These members ranged from project coordinators to the receptionists who would coordinate the calls and meetings.

RESULTS & FEEDBACK

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

Overall, in the past few months, I have noticed a large uptick in management morale across the team which has consequently flowed down the company chain. Consequently, management is able to focus on higher priority tasks. With respect to new hires, we now have a more formal and robust hiring process through which we are ultimately able to hire staff more effectively.

How effective was the workflow between your team and theirs?

Very effective. We were able to call upon any member of their team to us assist us with almost immediate response times. The team has been very responsive and acts diligently in coordinating amongst themselves to get us what we need.

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

The attention to detail in determining what we actually need. Many companies with whom we met prior to Veta Virtual simply showcased to us a plethora of services for which we had no value for. They did not take the time to ascertain what would work for us and just showed us a large value quotation with fancy marketing packages. With Andy there were no gimmicks or extra unnecessary features offered. It was a clean and fair offering that served our purpose.

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

Having receptionists who are multilingual with respect to being able to speak Gujarati/Hindi to better communicate with some of our new hires.

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.