Wishup

BACKGROUND

Please describe your company and position.

I am the Partner of Forbes Technology Council

Describe what your company does in a single sentence.

The Forbes Technology Council is an invite-only community for senior tech leaders to connect, share insights, and publish thought leadership on Forbes.com.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?
I hired Wishup to take over day-to-day bookkeeping tasks so I could stop worrying about categorizing transactions and reconciling accounts every month.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

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

The scope started with basic bookkeeping like monthly reconciliations, organizing expense categories, and making sure everything was logged properly in QuickBooks. Over time, I handed off more responsibility such as managing invoices, preparing financial summaries, and coordinating with my accountant ahead of quarterly filings. They also tracked due dates for recurring payments and vendor invoices, which helped avoid delays and late fees.

RESULTS & FEEDBACK

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

Before working with Wishup, I was always catching up on financials at the end of the month. Now, I get regular updates and know exactly where things stand without chasing numbers. My CPA even commented during tax season that everything was far more organized this year. I’ve saved a lot of time and avoided small errors that were adding up. It’s also been easier to make decisions with cleaner reports.

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

They’ve been very consistent. Everything arrives on time including monthly summaries, reconciliations, and reminders for approvals. If I needed something changed or explained, they always responded quickly and never made me feel like I was asking for too much. I never had to follow up twice, which I appreciated.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

Reliability. A lot of outsourced bookkeeping options sound great at first, but the follow-through doesn’t always match. With Wishup, the work actually gets done and I don’t have to micromanage it. That kind of dependability is rare. Also, they matched me with someone who already understood the needs of my business, which made onboarding smoother.

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

Nothing comes to mind. The experience has been smooth overall, and they've handled everything I needed without any issues.

BACKGROUND

Please describe your company and position.

I am the Head of Marketing of Pressable

Describe what your company does in a single sentence.

Pressable's hosting provides a managed hosting service specifically for WordPress websites, offering a blend of speed, scalability, and security to ensure your site functions reliably and efficiently

OPPORTUNITY / CHALLENGE

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

• As our marketing team grew busier, I needed help with staying on top of admin work—things like scheduling, following up with leads, and keeping our inbox organized. The goal was to free up time so the team could focus on strategy and execution.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

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

The VA handled my calendar, made sure meetings were set up correctly, followed up with both internal and external contacts, and kept our inbox clean and organized. She also built email lists for outreach, helped research tools and vendors, and coordinated with candidates during a small hiring push. On top of that, she helped with travel bookings and internal gifting during the holidays.

RESULTS & FEEDBACK

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

I started spending way less time on admin and more time on the work that actually moves the needle. Meetings were better organized, follow-ups weren’t slipping through the cracks, and we stayed ahead on small but important tasks like research and outreach. It made a real difference in my day-to-day productivity.

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

Yes, tasks were always done on time. If anything changed or needed clarification, the VA communicated clearly and quickly. The Wishup team also checked in regularly, which made it feel like a managed service.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

They made onboarding super easy. They've quickly grasped our tools and processes, have asked smart questions, and haven't needed much hand-holding. She felt like part of the team within the first week.

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

Nothing major. Any time we had feedback, they responded quickly and made adjustments. I’ve already recommended them to a few colleagues.

BACKGROUND

Please describe your company and position.

I am the Marketing Director of Tiger Tough

Describe what your company does in a single sentence.

We specialize in durable, custom-fit seat covers designed for work trucks, heavy equipment, and first responder vehicles.

OPPORTUNITY / CHALLENGE

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

• We sought to streamline our financial processes and administrative tasks, aiming to free up our internal team's time for strategic initiatives.
• Bookkeeping

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

They managed our accounts payable and receivable, reconciled monthly statements, tracked expenses, and maintained accurate records in QuickBooks. Additionally, she assisted with scheduling, email management, and preparing reports for our leadership team.

RESULTS & FEEDBACK

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

Within the first quarter, we noticed a 30% reduction in overdue invoices and a significant improvement in the accuracy of our financial reports. The efficiency gains allowed our team to focus more on marketing strategies and less on administrative duties.

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

Their ability to quickly integrate into our existing systems and processes was remarkable. The VA required minimal training and adapted swiftly to our company's workflow.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

Their ability to quickly integrate into our existing systems and processes was remarkable. The VA required minimal training and adapted swiftly to our company's workflow.

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

Our experience has been overwhelmingly positive. Any minor issues were addressed promptly, and the support provided exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the Founder of Dekryption Ventures

Describe what your company does in a single sentence.

Staretegic advisor and investor for disruptive companies. 

OPPORTUNITY / CHALLENGE

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

• Calendar Management
• Task Offload
• CRM management

SOLUTION

How did you find Wishup?

Online Search

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget

How many teammates from Wishup were assigned to this project?

1 Employee

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

Wishup has been a big net positive for my business. My dedicated VA, handles everything from calendar management to targeted outreach with flawless professionalism—freeing me to focus on growth and strategy. Their admin ran and organized my Hubspot allowing me to track deal flow, deliverables, follow ups. They were helpful with lead generation editing raw videos and creating assets for the website, social media and the business. Responsive, proactive, and always on time, the Wishup team makes delegation effortless. Highly recommended for anyone ready to reclaim their schedule and scale faster.

RESULTS & FEEDBACK

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

Signficant upgrade in responsvieness from me to clients and the ability to track deliverables by redesgining my CRM top to bottom and then adding workflow automation. 

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

Very communicative and responsive to time schedules. Never had an issue reaching the admin or the agency behind him. 

What was your primary form of communication with Wishup?

Email or Messaging App

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

They are communicative and amenable to fixing any issues that arise fairly and reasonably.

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

None

BACKGROUND

Please describe your company and position.

I am the CEO of an advertising & marketing company 

Describe what your company does in a single sentence.

We're a full-service PR and digital marketing agency that services a unique blend of technology, professional services, and Asian-related companies.

OPPORTUNITY / CHALLENGE

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

• Design
• Social Media
• Writing
• Content
• Administrative Support

SOLUTION

How did you find Wishup?

Direct Approach

Why did you select Wishup over others?

• Great culture fit
• Good value for cost
• Company values aligned
• Provides Training

How many teammates from Wishup were assigned to this project?

2-5 Employees

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

• Design: 
  • Graphic Design: Creating visual content such as logos, banners, infographics, and other graphic elements. 
  • UI/UX Design: Improving UX and interface design for digital products. 
• Social Media: 
  • Content Creation: Developing engaging content for social media platforms, including text, images, and videos. 
  • Posting and Scheduling: Managing the posting schedule on various social media channels. 
  • Social Media Management: Monitoring and responding to audience interactions, comments, and messages. 
  • Analytics: Analyzing social media metrics to measure the performance of campaigns. 
• Writing: 
  • Copywriting: Crafting persuasive and compelling copy for various purposes, such as marketing materials, and advertisements. 
  • Blogging: Creating informative and engaging blog posts on relevant topics. 
  • Editing and Proofreading: Reviewing and refining written content for accuracy, clarity, and style. 
• Administrative Support: 
  • Data Entry: Inputting and managing data in various systems and databases. 
  • Scheduling: Coordinating and scheduling meetings, appointments, and events. 
  • Vendor selection: Shortlist and interview vendors to recommend for agency selection.

RESULTS & FEEDBACK

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

When an employee takes a vacation, once we make the request, WishUp efficiently arranges for a temporary replacement during absences lasting 1-2 weeks. The company demonstrates a commitment to professional development by providing comprehensive training for clients, including valuable sessions on improving Excel skills and public speaking. 

The positive and enthusiastic attitude of the team members designated to support our agency's growth is noteworthy. Their dedication and eagerness make them valuable assets to our collaborative efforts. Based on our positive experiences, we wholeheartedly recommend their remote support services to other U.S. companies seeking reliable and skilled assistance.

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

The project management consistently exhibits a positive and responsive approach to my task requests and requirements. Their commitment to addressing my needs is evident, and they consistently deliver projects in a satisfactory manner. Their dedication to excellence is commendable, making the collaboration a truly satisfying experience.

What was your primary form of communication with Wishup?

Virtual Meeting

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

I found the training to be the most impressive and unique to this company. There is a clear belief in providing support for team members to continuously improve their jobs in service of their clients.

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

Because of the growth of the WishUp employees we have employed in the company the last few years, I have given them more face time with clients. It would be ideal for them to further develop their presentation and speaking abilities.

BACKGROUND

Please describe your company and your position there.

I'm the Founder of Convia Media, a network of gaming websites.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Wishup?

We needed help with content writing, content management, and proofing and publishing industry research.

What were your goals for this project?

We wanted to ensure "hands-free," daily content publishing for our network of sites.

SOLUTION

How did you select this vendor?

I've known one of the Wishup founders since 2010 due to his successful career in digital marketing. I trusted his new venture, Wishup, would be a successful one, just like the company he led to strong growth previously.

Describe the scope of their work in detail.

They manage the entire online content creation process, perform relevant industry research into online publishing, and manage all of our content.

What was the team composition?

We have one, half-time Wishup representative who works our time zone to most effectively support us.

RESULTS & FEEDBACK

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

Over time, our rep has continued to increase his industry knowledge, competence, and set of responsibilities. His growth has coincided with what we need from him perfectly, and we know we can trust him with continually expanding projects. He feels like one of our own now.

How effective was the workflow between your team and theirs?

Their rep adapted to our systems within one day, and we communicate daily through Skype and Trello.

What did you find most impressive about this company?

The dynamic nature of their team stood out to us. We've had two reps over the course of a year and they've both been able to take on every project we've given them, across a variety of disciplines. If they don't know something, then they’ll learn it within days. Their drive is amazing.

Are there any areas for improvement?

I'm very happy with their service as it stands, and I hope to both increase their workload and add an additional rep soon.

BACKGROUND

Please describe your company and position.

I am the Founder of behamics

Describe what your company does in a single sentence.

We use behavioral science and AI to help e-commerce businesses understand customer intent, improve digital experiences, and increase conversions and revenue.

OPPORTUNITY / CHALLENGE

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

• We wanted dependable support for recurring tasks so our product, commercial, and leadership teams could spend more time on customer growth, partnerships, and product development.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

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

How many teammates from Wishup were assigned to this project?

2-5 Employees

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

The engagement was focused on ongoing operational support rather than a single defined project. The assistant helped coordinate calendars and meetings, keep track of follow-ups, organize documents and information, support research assignments, and handle routine communication tasks

RESULTS & FEEDBACK

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

The biggest improvement was the amount of time our core team recovered from routine administrative work.

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

The engagement was managed well.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

The adaptability was probably the strongest part of the experience.

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

I think the experience was positive.

BACKGROUND

Please describe your company and position.

I am the Sales & Business Development Professional of HexaClicks

Describe what your company does in a single sentence.

HexaClicks helps agencies and businesses grow through SEO, paid advertising, web development, and digital marketing services.

OPPORTUNITY / CHALLENGE

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

As our client base expanded, we needed dependable customer support without increasing the workload on our sales and account teams. We engaged Wishup to manage live chat, answer customer inquiries, handle incoming calls, and provide consistent front-line support throughout the week.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Wishup were assigned to this project?

2-5 Employees

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

Wishup provided dedicated customer support representatives who handled chat conversations, responded to customer questions, answered inbound calls, routed requests to the right teams, and maintained detailed support records. They also followed up with customers when needed and helped keep our support queue under control.

RESULTS & FEEDBACK

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

Our average response time improved noticeably, customer inquiries were handled much faster, and our internal team spent less time answering routine questions. This allowed our sales team to focus more on new opportunities and existing client relationships.

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

Their communication was consistent, and they kept us informed without needing constant follow-up. They handled requests promptly and adjusted their approach whenever our support process changed.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

The biggest difference was consistency. We have worked with outsourced support providers before, but Wishup's team maintained the same level of service over time instead of dropping off after the first few weeks.

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

There wasn't anything that stood out as a concern. As our business evolved, they adapted so well.

BACKGROUND

Please describe your company and position.

I am the Founder & CEo of an e-commerce agency.

Describe what your company does in a single sentence.

We're a unified commerce agency that helps brands grow through Shopify Plus development, eCommerce strategy, systems integration, UX optimization, and lifecycle marketing across online and in-store channels.

OPPORTUNITY / CHALLENGE

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

• We hired Wishup to support our finance and administrative operations by handling bookkeeping, data entry, invoice tracking, and other recurring back office tasks. Our goal was to reduce manual workload, maintain accurate financial records, and allow our internal team to focus on client projects and business growth.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

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

Wishup handled our day-to-day bookkeeping, finance administration, data entry, and invoice tracking. They maintained accurate financial records, updated spreadsheets and reports, reconciled transactions, organized supporting documents, and helped keep our books current. Their virtual assistant also took care of recurring administrative tasks, giving our team more time to focus on client work and business growth.

RESULTS & FEEDBACK

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

The biggest impact was having more accurate and up-to-date financial records while reducing the amount of time our team spent on manual tasks. We were able to cut down bookkeeping turnaround time, improve reporting consistency, and save around 10 hours per week that could be redirected toward client projects and business operations.

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

They project management was reliable and well organized. They consistently delivered tasks on time, communicated clearly, and were quick to respond when we needed adjustments or had new priorities. The team adapted well to our processes and required minimal follow-up once they understood our workflow.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

Wishup's team understood our processes so fast and took ownership of their responsibilities.
They actively helped keep our operations organized and became a dependable extension of our team.

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

There were no major issues from our experience.

BACKGROUND

Introduce your business and what you do there.

I’m the director of business development at Mob Inspire, Inc., a digital transformation, mobile platform development, and growth marketing technology solutions company. We leverage data intelligence and predictive technologies to help enterprises, brands, and startups solve complex problems and innovate.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wishup?

We needed virtual assistance to streamline our daily operations, manage administrative tasks efficiently, and improve our team's overall productivity.

SOLUTION

What was the scope of their involvement?

Wishup provides end-to-end virtual assistance across multiple business functions. Their scope of work includes calendar and inbox management, meeting scheduling, travel coordination, CRM updates, data entry, internet research, document preparation, reporting, follow-ups, task tracking, and general administrative support.

What is the team composition?

We work with 2–5 teammates from Wishup.

How did you come to work with Wishup?

We found them through an online search and the Clutch site. We chose them over other options because they had high ratings, their pricing fit our budget, they had a great culture fit, they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

We’ve spent a confidential amount.

What is the status of this engagement?

We worked together from February 2025 to July 2026, and the engagement has been successful. We had a positive experience working with Wishup.

RESULTS & FEEDBACK

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

Wishup has helped us improve our operational efficiency by reducing our administrative workload, streamlining scheduling and coordination, and enabling our team to focus more on strategic initiatives. Their consistent support has contributed to better productivity, faster turnaround times, and smoother day-to-day operations. Since we started working with them, we’ve seen consistent improvements in productivity and operational efficiency. Over the course of our engagement, Wishup has helped us reduce time spent on routine administrative tasks by approximately 20%–30%. Their support has also helped us maintain better organization of workflows and reduce our internal workload.

How did Wishup perform from a project management standpoint?

Wishup’s project management has been excellent throughout our engagement. They’ve maintained clear communication, understood our requirements quickly, and ensured tasks are well-organized and completed on schedule. We primarily communicate through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

We’ve been impressed by their reliability and consistency because they consistently deliver quality support and maintain a high level of professionalism. We’ve also been impressed by their quick adaptability because they understand our processes quickly and adjust to our changing business needs. Lastly, we’ve been impressed by their proactive support because they go beyond assigned tasks and help improve workflow efficiency through their initiative.

Are there any areas they could improve?

We’ve had a very positive experience working with Wishup, and there are no major areas that require improvement. Their professionalism, responsiveness, and quality of support consistently met our expectations.

Do you have any advice for potential customers?

We highly recommend Wishup to businesses looking for reliable virtual assistance and operational support.