Freedom Makers Virtual Services

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 Founder of San Francisco Family Therapy

Describe what your company does in a single sentence.

We provide psychotherapy, consultation and coaching services.

OPPORTUNITY / CHALLENGE

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

Support as we expand!

SOLUTION

How did you find Freedom Makers Virtual Services?

Originally, an introduction from Mark Porter of Ameriprise to Laura Renner.

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.

Our Freedom Maker acts in a professional capacity as Practice Coordinator. She is handling administrative work, project management work and team support.

RESULTS & FEEDBACK

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

The are ongoing! Measurable outcomes include SUCCESS in these areas: planning for client meetings, following up on client referrals, administrative work and project management.

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

Yes, it's ongoing!

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?

The values of the company are matched by their employees/freedom-makers.

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

We're very satisfied with Freedom Makers Virtual Services!

BACKGROUND

Please describe your company and position.

I am the Founder of Tier One Life Insurance LLC

Describe what your company does in a single sentence.

Help people become resilient capital keepers with life insurance.

OPPORTUNITY / CHALLENGE

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

• Customer onboarding
• Newsletter and blog post creation
• Digital course creation

SOLUTION

How did you find Freedom Makers Virtual Services?

Referral

Why did you select Freedom Makers Virtual Services over others?

• 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.

Customer onboarding, publishing and curating a weekly email newsletter and blog post, and curating my content for a digital course.

RESULTS & FEEDBACK

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

Weekly blog posts and email newsletter published consistently since July 2022. Clients have been onboarded efficiently since July 2022 freeing up countless hours of my time. Digital course outline completed.

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

Excellent project management skills. Clear communication and expectations are set. Items are delivered on time with prompt and professional responses 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?

Culture and care of the assistants on the team.

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

There's nothing they need to improve on.

BACKGROUND

Please describe your company and position.

I am the Executive assistant of a consulting company

Describe what your company does in a single sentence.

Commercial Loan Consulting and fractional CFO outsourcing.

OPPORTUNITY / CHALLENGE

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

• Data entry

SOLUTION

How did you find Freedom Makers Virtual Services?

• Referral
• Other

Why did you select Freedom Makers Virtual Services over others?

• Great culture fit
• Other

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.

Data entry from directories and pdfs.

RESULTS & FEEDBACK

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

• All of our contacts being entered into a system.

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

They are so great. They are always responsive and are actively checking in with us.

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

Email or Messaging App

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

The ability to interview multiple FM and decide which would best fit.

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

none

BACKGROUND

Please describe your company and position.

I am the President of LLK Consulting LLC

Describe what your company does in a single sentence.

Our firm assists sophisticated clients with commercial loan consulting, fractional CFO, and Estate Planning services.

OPPORTUNITY / CHALLENGE

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

• Contact info for onboarding a new CRM platform

SOLUTION

How did you find Freedom Makers Virtual Services?

• Referral

Why did you select Freedom Makers Virtual Services over others?

• Referred to me
• US based

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.

Our immediate needs for VA services primarily focused on adding thousands of our existing professional contacts which can be more efficiently utilized in our CRM.

RESULTS & FEEDBACK

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

• Tiffany provided us with the deliverables which she promised in a timely and professional manner.

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

We continue to work with Tiffany. We have no doubt she will complete the initial tasks asked of her. She is very communicative and pleasant to work 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?

We were impressed with the high level of professionalism and technology this company provided.

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 Pres/CEO of ZZFlats Inc dba Tortilla Flats

Describe what your company does in a single sentence.

We serve unique Mexican cuisine and award-winning margaritas in a cozy restaurant setting.

OPPORTUNITY / CHALLENGE

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

• Remake a dull website that we inherited with our purchase.
• Maintain weekly and continue to upgrade features of the website.

SOLUTION

How did you find Freedom Makers Virtual Services?

• Referral
• SBDC

Why did you select Freedom Makers Virtual Services over others?

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

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

1 succeeded by another 1

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

• Virtual Meeting
• Email or Messaging App

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

Our designer worked within Bluehost to revamp our restaurant website, providing a Logo introduction, leading to a moving gallery of photos, a momentary eye-catching Banner (containing hot links) for items provoking instant responses, background bio and blog content for SEO improvement, and refined many other aspects. 

We've had many encouraging comments and received orders both directly to the restaurant and through the online-ordering service through the button provided.

RESULTS & FEEDBACK

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

Positive feedback from our customer base; increased use of online ordering; encouragement from fellow professionals; good attendance at website advertised events.

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

Not only is the work done on time, with attention to detail, but the designer feels empowered to make excellent suggestions leading to a better product. If there is any potential interruption in service, the Freedom Makers' organization is organized to immediately come to the support of the designer with a temporary substitute (also high quality), with a minimum of delay. 

The payment system is well-thought-out and seamless. The attitude of every contact person, from the administrator to the designer, has been professional, positive, and receptive to requests for both information and alteration of goals. Can't say enough positives since this Organization is genuinely built from the heart up.

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

I can only add that the goal (employing supremely talented affiliates of our Military network who by marriage or family ties are stationed away from home) is also intuitively important to me. These folks are in a niche defined by amazing skills and under-employment and have used those same skills to build this superior organization and literally work their way out of their problem. Much respect!!

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

Very satisfied. They are also smarter than I am and have already fixed it, whatever it might have been, as soon as I thought of it.