Freedom Makers Virtual Services

BACKGROUND

Please describe your company and position.

I am the President & Owner of Mitten Systems

Describe what your company does in a single sentence.

Mitten Systems is a consulting firm that helps small businesses and non-profit organizations streamline operations through custom system development, process improvement, and technology integration to drive sustainable growth. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Calendar Management

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

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

How many teammates from Freedom Makers Virtual Services were assigned to this project?

1 Employee

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

Tasks include: - Track projects in Motion - Ensure new tasks are added by means of meeting transcript summaries - Assist in daily operations for varying client needs - Be comfortable with Motion (or general project management tools), with transcription review (reading and spot checking), calendar management, Bitwarden (Password Vault), Chrome Extension (For Password Access), potentially some data entry in Smartsheet or Airtable with document storage in Sharepoint and OneDrive

RESULTS & FEEDBACK

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

Saw more organization around project management and more time back from administrative tasks.

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

They were responsive, kind and willing to work with me however needed. 

What was your primary form of communication with Freedom Makers Virtual Services?

Virtual Meeting

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

The onboarding process is flawless! It is intentional and easy to follow.

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Founder of ADAPTS.org

Describe what your company does in a single sentence.

We manufacture and sell a rescue sling for people who use wheelchairs to use either for daily transfers or for an emergency evacuation. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Social media marketing
• Crafting a quarterly newsletter
• Organizing contacts for future sales team

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

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

How many teammates from Freedom Makers Virtual Services were assigned to this project?

1 Employee

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

We are crafting eyecatching and informative designs to highlight the benefits of the product. These social media posts will be original content and enough content will be created for 10-20 posts per month across multiple social media platforms. 

RESULTS & FEEDBACK

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

Yes! We are currently evaluating analytics and resulting sales as we go, but we are in the earliest stages of our project so it may be too soon to have solid metrics. 

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

We have specific dates for specific posts to be scheduled and so far the virtual assistant has delivered above and beyond with her deliverables! I am very pleased. 

What was your primary form of communication with Freedom Makers Virtual Services?

• Virtual Meeting
• Email or Messaging App

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

I love that the employees are spouses of people serving in the military. I grew up as a military dependant and I appreciate the culture and the sacrifices the family members make to support our members serving in the military. But besides that, the structure of the company is so well organized and seamless that onboarding was a breeze. Now that I am up and running with my VA, I wouldn't hesitate to commission another if or when the need arises! Everyone has been delightful to deal with and it is a woman-owned business that I am so happy to support as well. 

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

I can't think of any area of improvement because they have thought of everything already! 

BACKGROUND

Please describe your company and position.

I am the COO & CMBDO of LISI

Describe what your company does in a single sentence.

Digital marketing agency providing fully custom WordPress website design and development; SEO and PPC marketing; and outsourced digital marketing services for law firms with 2-250 attorneys.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Alleviate excessive workload for COO/CMBDO
• Support scaling for growth by implementing organizational best practices and supporting creation of library of documentation and policies.

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Freedom Makers Virtual Services were assigned to this project?

1 Employee

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

• Review billable and non-billable hours
• Adjust recorded time/tracking codes as needed
• Prepare draft invoices for review and approval 
• Create graphics in Canva (from template) and send to me for review/approval. 
• Save the final approved graphic. 
• Check current status of opportunity (either via my email or check in with me)
• Send follow-up emails to prospects and try to book time for review 
• Using template, create proposal document and send to me for review/finalizing. 
• Upload to HubSpot and prepare for me to send or (eventually) send on my behalf possibly. 
• Using template, create draft contract and send to me for review and approval. 
• Eventually it would be amazing if I could hand off the process upon my review for you to get it into Docusign, prepared, and issued on my behalf. 
• Redirect inquiries or respond on my behalf 
• Review past agendas
• Procure agenda items from me or attendees (as appropriate)
• Create agenda
• Circulate via email in advance of meetings (ideally 24-hours in advance) 
• Review expenses and code accordingly in worksheet 
• Merge duplicate records
• Research contact info to update contact records

RESULTS & FEEDBACK

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

• Hours worked by COO in excess of 10 hours/day decreased almost immediately.

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

Very responsive. Strong communication and incredibly responsive. My freedom maker was immediately able to provide value and communicate clearly with me. It was really a perfect fit.

What was your primary form of communication with Freedom Makers Virtual Services?

• Virtual Meeting
• Email or Messaging App

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

Love the alignment with my personal and our company's values, in particular, support of veterans and current armed services personnel and their families.

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

Nothing comes to mind. The onboarding process has been incredibly smooth, communicative, and clear. I've told many people about it, in fact. Everything has been a dream!

BACKGROUND

Please describe your company and position.

I am the CEO of Patti Tutalo Consulting

Describe what your company does in a single sentence.

W transform systems to be more inclusive of women and support women as they navigate through those systems.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Editting Documents (meeting note, monthly reports etc.)
• Organizing tasks, project management

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

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

How many teammates from Freedom Makers Virtual Services were assigned to this project?

1 Employee

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

1. Create an audit checklist 
2. Draft invoices for the end of month. 
3. Create newsletter input for the safety newsletter 
4. Surveys
5. Manage LinkedIn
6. Start CRM
7. Create monthly newsletter 
8. Organize meeting notes – determine the best way to do this. I take hard copy notes or on an ipad?
9. Track calendar and due dates for all projects so nothing is lost.
10. Update expense tracker

RESULTS & FEEDBACK

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

Time to respond to emails, turnaround time for tasks, other metrics are still be determined.

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

Absolutely. She is always on time if not one step ahead of me. She is very responsive and easy to communicate with.

What was your primary form of communication with Freedom Makers Virtual Services?

• Virtual Meeting
• Email or Messaging App

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

Their onboarding process was so easy. I was drowning and desperate for a virtual assistance but couldn't find the time to recruit and onboard and employee. They found me 4 super qualified candidates quickly, then set up all the interviews and I had someone hired quickly.

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

No, it was a smooth process.

BACKGROUND

Please describe your company and position.

I am the Licensed Massage Therapist of the company

Describe what your company does in a single sentence.

Therapeutic bodywork solo practice, specializing in CranioSacral therapy

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Virtual assistant to manage inbox, scheduling, client communications, and website

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

• Referred to me
• Company values aligned

How many teammates from Freedom Makers Virtual Services were assigned to this project?

1 Employee

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

My Freedom Maker, Kristin, is helping with virtual assistant services including managing my inbox, voicemail, scheduling, client outreach, processing leads, scheduling consultations, migrating my work to Google Workspace, setting up Google Voice. And that's all been within the first 2 weeks! As a solo bodywork practitioner with a full practice, it's a tremendous relief to be able to hand so much work off. I feel like I can breathe again.

RESULTS & FEEDBACK

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

5 new client consultations, with all 5 scheduling treatment sessions...just in the first week! Google Workspace and Google Voice are up and running after many technical hurdles I couldn't have possibly handled on my own.

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

Delivery was exactly as promised and on time. They were very responsive to my needs.

What was your primary form of communication with Freedom Makers Virtual Services?

• Virtual Meeting
• Email or Messaging App

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

Their business model of supporting US military spouses and veterans. The core values they embrace are extraordinary; it's a great way for our business to thank military families for their service.

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

No, everything has been great.

BACKGROUND

Please describe your company and position.

I am the Proprietor of Moon Crest Valley Ranch LLC

Describe what your company does in a single sentence.

Strategic management of a 45-acre family ranch that is focused on caring for the land and sharing it with others.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Manage Social Media Account

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

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

What was the size of Freedom Makers Virtual Services’s team?

1 Employee

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

We looked to Freedom Makers for support with our Social Media accounts for a family ranch. This would include taking content we provide and improving the quality of our storytelling. This was to be accomplished through videos, pictures, and audio tracks. The desired end state was for them to run with minimal guidance and to be able to capture our authentic voice as a family and a business.

RESULTS & FEEDBACK

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

Allison from the Freedom Makers team has been an invaluable virtual addition to our team. Her depth of knowledge with Social Media has increased the reach out our account, but more importantly she is capturing the authentic stories we want to tell about our ranch and business. 

She's been great to work with and works independently at a strategic level. She not only executes at a high level, but she gives insights and advice that make us think about our approach in new ways. We can't say enough good things!

What was your primary form of communication with Freedom Makers Virtual Services?

• Virtual Meeting
• Email or Messaging App

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

Allison from the Freedom Makers team is a professional through and through. She clearly communicates timelines and meets them without fail. More times than not, her work outpaces expectations and we find ourselves trying to keep up with her great ideas! We love that she has pushed us to think differently!

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

Freedom Makers is a special company with an important mission. Matching high quality professionals that are moving around the world every 2-3 years with meaningful virtual work is a mission I always want to support. The values listed on their website aren't just words, they are a lifestyle and commitment. We are proud to be associated with them as a family.

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

I have been impressed with the interview process, onboarding, and the start of the relationship with the individual Freedom Maker. I have no improvements to suggest at this time!

BACKGROUND

Please describe your company and position.

I am the Owner of Pride & Grit Consulting

Describe what your company does in a single sentence.

Pride & Grit provides personal and professional leader development and team development workshops.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Define processes and create efficiencies
• Offload tasks not essential for founder
• Infuse creative problem solving into our systems
• Create library of short form video content

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

• High ratings
• Pricing first our budget
• Great culture fit
• Good value for cost
• Referred to me
• Other

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

The initial deliverables centered around the creation of a video library. Quickly, due to the competencies of the assistant, I was able to add quite a bit to her deliverables. Creating backend processes and efficiencies and helping us execute those systems have become her key deliverables.

RESULTS & FEEDBACK

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

• Task completion
• Program development and launch
• New systems

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

Yes, our assistant is always on time, or ahead. They are incredibly responsive.

What was your primary form of communication with Freedom Makers Virtual Services?

• Virtual Meeting
• Email or Messaging App

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

I loved that I got to interview the 4 best candidates in advance. It helped me align their skills with my needs. I also appreciated that I wasn't held to a monthly commitment via a "use or lose" agreement similar to other agencies

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

No, so far, I don't have any specific recommendations.

BACKGROUND

Please describe your company and position.

I am the CEO/CVO of Voice Matters

Describe what your company does in a single sentence.

Public Speaking and Leadership Coaching for visionaries on a soul driven mission.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Virtual Assistant

SOLUTION

How did you find Freedom Makers Virtual Services?

• Other

Why did you select Freedom Makers Virtual Services over others?

• Pricing fits 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.

Part time virtual assistant support including scheduling events, repurposing content, creating social graphics using templates, and more…

RESULTS & FEEDBACK

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

• The work was completed accurately and on time freeing up my time for creative tasks that only I can do.

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

The work was completed accurately and on time. My freedom maker is so organized that she occasionally catches my mistakes instead of the other way around!

What was your primary form of communication with Freedom Makers Virtual Services?

• Email
• Messaging App

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

The ability to choose the number of hours I want, and to put them in a bank to be used as needed rather than being committedThe ability to choose the number of hours I want, and to put them in a bank to be used as needed rather than being committed to a minimum monthly amount, regardless of the workload.

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

No. I’ve never been happier with my VA!

BACKGROUND

Please describe your company and your position there.

I am the president and founder of Great Transitions Strategies a leadership development and career transition coaching practice

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Freedom Makers Virtual Services?

We needed someone to manage all of our social media responsibilities, including posting schedule, creating a newsletter, ads, and posts. The goal was to ensure Great Transitions Strategies had a consistent brand and presence where are primary clients spend their time.

SOLUTION

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

We interviewed several Virtual Assistants from several agencies and came to settle on Freedom Makers. The factors that set Freedom Makers apart were the experience, ease of contracting, and having a single dedicated VA.

Describe the project in detail and walk through the stages of the project.

This has been an ongoing project for over 2 years. We started with setting overall goals for the ongoing campaign, researched platforms, and designed a schedule. My VA has streamlined a process using Hootsuite to ensure a daily posting with a mixture of video, blog posts, a podcast, articles, and a monthly newsletter. I provide the content and the VA does all the creative work. We meet weekly to ensure we are sync'd

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

We work with a single VA with regular checkins from a success manager.

RESULTS & FEEDBACK

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

We have increased our followership, engagement, and acquired new clients directly from the process. Indirect referrals have also come to us through the sharing and brand reputation.

How effective was the workflow between your team and theirs?

Weekly meetings keep us on track, automated payment processes make the administration painless, and their leadership stays in constant contact, checking in on progress.

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

All of the virtual assistance are military spouses. They are drawing from a skilled talent pool who can be under employed due to the constant moving and career disruptions they experience.

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

At this point I have been with them for several years and experienced the growth and increased capabilities and efficiencies that came with the growth.

BACKGROUND

Please describe your company and position.

I am the Principal/Owner of Law Office of Erica J. Bertorello

Describe what your company does in a single sentence.

I run a law firm that does estate planning and trust administration.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Freedom Makers Virtual Services to accomplish?

• Book Keeping

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Freedom Makers Virtual Services were assigned to this project?

1 Employee

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

Maintain three business accounts on a day-to-day basis - Operating Account, Trust Account and company Credit Card Account.  Track all income and expenses. Reconcile each account monthly and provide Income and Expense Report and Year-to-Date Earnings Report.

RESULTS & FEEDBACK

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

My books are balanced, accurate and current.  They also provide information necessary to file my tax returns.

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

My montly reports are delivered to me within a day or two of providing my Freedom Maker with the montly statements. Freedom Makers is very responsive to inquiries I may have.

What was your primary form of communication with Freedom Makers Virtual Services?

Virtual Meeting

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

I especially like the mission - providing military spouses with various skill sets employment via virtual methods to support many different kinds of needs that a small business may have.

Are there any areas for improvement or something Freedom Makers Virtual Services could have done differently?

No.