MyOutDesk

BACKGROUND

Please describe your company and position.

I am the Founder of an IT company

Describe what your company does in a single sentence.

IT MSP services

OPPORTUNITY / CHALLENGE

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

• Administrative assistant for founder
• Making the founder higher functioning by freeing up as time to focus on business driving goals
• Scheduling organization, inbox management scheduling planning

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• High ratings
• Pricing fit our budget

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

Katrina's been heavily involved in setting up a platform to supply monthly invoices with automated processing to our clients and our sales pipeline and quoting adding information to the product file in both are quoting platform and our PSA tool. This is an example of one project that she's been involved in that she's been highly successful and continues to be. She is also working on numerous other power checks and doing a great job.

RESULTS & FEEDBACK

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

Our automated invoicing is successfully being sent out payments process. Quotes are being created and delivered to clients and payments being received for those quotes in advance of Hardware orders being placed.

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

Katrina is very punctual, always on time, always helping to remind me of tasks calendar invites that are coming things that I need to get done very responsive more responsive than anyone I've ever worked with me items on time. Gives plenty of notice if there's anything that she is unable to accomplish on time, which I don't even know if that has happened yet very good at communicating response to anything that I need always always does what I asked to the best of your ability and very grateful to have her part of our team

What was your primary form of communication with MyOutDesk?

• Virtual Meeting
• Email or Messaging App

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

The attention to making sure that the virtual assistance are successful and making suggestions on how to work with them and laying out in front how much work it is going to be to make it successful and as long as you're fully understanding you get out of it what you put into it, which was made very clear to me that is what made it successful

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

 I think My Desk has done a good job. The only thing that I raises concerns sometimes for me is the security of information and the access for some logins. We have combat this by having a workstation in our office that RVA can log into to gain access to some of those system, such as financials banking, sensitive informatHIPAA compliance is something that need to make sure or relaying and making our VA aware of that

BACKGROUND

Please describe your company and position.

 I am the IT Systems Integrator of a roofing company 

Describe what your company does in a single sentence.

We provide all types of exterior services from roof, gutter, window, and door replacements to deck builds and small repairs.

OPPORTUNITY / CHALLENGE

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

• Data Verification
• Data Entry
• IT Support

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• High ratings
• Pricing fit our budget
• Referred to me

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

Assist with IT processes.

• General IT support/ticket handling
• Python script reporting and rerunning upon failure
• Verifying invoices
• Entering follow up appointments in CRM
• Verifying CRM data accuracy
• Holding sales accountable to their goals
• Documenting core processes

RESULTS & FEEDBACK

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

Decreased in-house time spent in verification processes by 90%

Increased data accuracy by 90%

Increased visibility into applicable team member accountability by 100% (was not being done before)

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

• Items always delivered on time
• Always available to help even if request could be considered outside scope of original hire
• Consistent communication from the beginning
• Follows up appropriately should a team member not respond not ensure request gets completed in a timely manner

What was your primary form of communication with MyOutDesk?

• Virtual Meeting
• Email or Messaging App

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

Their hiring and onboarding process and the people I've met. Everyone has been extremely accommodating and helpful.

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

Teaching more about the culture of their virtual assistants. Knowing more about the culture, their motivations, values, and ways of communication could go a long way in helping people find the best, most effective way to communicate with their virtual assistants early on, thereby increasing partnership and efficiency.

BACKGROUND

Please describe your company and position.

 I am the Founder of a premium cocktail company.

Describe what your company does in a single sentence.

Premium cocktail experiences through expertly crafted mixers, curated barware, and elevated entertaining essentials designed for effortless at-home mixology.

OPPORTUNITY / CHALLENGE

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

• Deliver prompt, personalized, and solution-focused customer service that enhances customer satisfaction, builds brand loyalty, and creates a seamless experience with us

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• Pricing fit our budget
• Company values aligned

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

The scope of work for customer service includes managing customer communications across email, social media, Shopify, and Gorgias; resolving customer concerns in a timely and professional manner; monitoring orders, shipping, and tracking updates; processing refunds, replacements, and special requests when necessary; and ensuring a high-quality customer experience that reflects the brand’s premium image. Responsibilities also include maintaining organized customer records, escalating urgent issues when needed, coordinating with fulfillment and operations teams, and proactively identifying recurring customer pain points to improve overall service processes.

Key deliverables include maintaining fast response times across all support channels, achieving high customer satisfaction through professional and solution-oriented communication, ensuring accurate order and shipment support, monitoring and resolving support tickets daily, providing clear escalation reports for unresolved issues, and contributing to retention and repeat business through positive customer interactions. Additional deliverables include weekly reporting on customer trends and concerns, support coverage during launches or promotions, and consistent brand-aligned communication across all customer touchpoints.

RESULTS & FEEDBACK

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

Measurable outcomes from the customer service project included improved response and resolution times for customer inquiries, consistent daily management and closure of support tickets through Gorgias, reduced unresolved customer complaints through proactive follow-ups, and increased operational efficiency in handling order tracking, replacements, and issue escalation. Additional indicators of success included smoother coordination between customer service, fulfillment, and operations teams, timely support during product launches and promotions, and improved customer experience through professional and solution-focused communication. The project also contributed to stronger customer retention and brand trust by maintaining high service standards and minimizing delays in customer support resolution.

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

Their project management was organized, responsive, and highly dependable throughout the engagement. Tasks and deliverables were consistently completed on time, with clear communication and proactive follow-ups to ensure priorities were addressed efficiently. They responded quickly to changing needs, customer concerns, and operational requests, often taking initiative to resolve issues before escalation was necessary. Their ability to manage multiple responsibilities simultaneously while maintaining attention to detail contributed to smoother day-to-day operations and improved overall workflow efficiency.

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

What stood out most was their professionalism, responsiveness, and ability to deliver high-quality work on time while adapting quickly to our needs.

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

NA

BACKGROUND

Please describe your company and position.

I am the Director of Contracts of BMK Ventures, Inc.

Describe what your company does in a single sentence.

Government contracting

OPPORTUNITY / CHALLENGE

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

• DAPA order management

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

The DAPA Inside Sales Manager supports the DAPA (Distribution and Pricing Agreement) program by ensuring timely order processing and professional customer communication. This role is responsible for entering, verifying, and maintaining contract and pricing data within DAPA prime vendors, providing excellent service to both internal and external customers, and ensuring compliance with DAPA requirements and Defense Logistics Agency (DLA) standards.

RESULTS & FEEDBACK

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

Contract Margin: Generate $250K in annual margin from DAPA contracts.

 Order Processing: Acknowledge and issue SO within 24 hours.

Order Fulfillment Rate: Ensure 90% of DAPA orders are fulfilled on time.

Contract Certifications: Maintain Certs & Compliance Reports with DAPA Prime Vendors.

Risk Resolution Time: Resolve 100% of contract-related issues within 10 days. 

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

Jay has been a wonderful addition to the team.  He has sucessfully caught our contracts orders up to date, effectively communicated with the team and meet all expectations of the role. 

What was your primary form of communication with MyOutDesk?

• Virtual Meeting
• Email or Messaging App

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

Jay has been a valuable addition to the team. He has been proactive in learning the skills to master his position.  Very glad to have him as a part of the team!

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

None at this time.

BACKGROUND

Please describe your company and position.

I am the President of Prime Properties USA, LLC

Describe what your company does in a single sentence.

We are a fast-growing US real estate investment company primarily selling off-market properties to future home owners and investors.

OPPORTUNITY / CHALLENGE

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

• Payment Monitoring & Account Management
• Collections Outreach & Communication
• Delinquency Resolution
• Policy Enforcement

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

Other

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

The Collections Team is responsible for protecting company cash flow by ensuring timely collection of all receivables, minimizing delinquency, maintaining professional tenant/buyer relationships, and enforcing payment compliance across all accounts. This team plays a critical role in financial stability by reducing overdue balances, improving collection rates, and creating structured systems for payment accountability.

RESULTS & FEEDBACK

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

Improved Collection Rate by increasing percentage of on-time payments collected

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

The Collections Team demonstrated structured project management through organized workflows, consistent execution, and measurable accountability systems. Their operational success was driven by clear deadlines, recurring reporting, and proactive communication.

What was your primary form of communication with MyOutDesk?

Email or Messaging App

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

What stands out most is how the Renz  operates not just as an administrative department, but as a direct financial safeguard for the company.

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

MyOutDesk likely provided valuable staff and operational support, but like most outsourcing and staffing solutions, there are opportunities to improve performance, strategic alignment, and long-term scalability.

BACKGROUND

Please describe your company and position.

 I am the Human Resources of a financial services company 

Describe what your company does in a single sentence.

We provide comprehensive financial planning for those with $1M or more saved, giving them a white-glove service.

OPPORTUNITY / CHALLENGE

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

• Make our team more efficient by adding another team member
• Give low level, repetitive tasks away to focus on higher level ones
• Ultimately serve more clients, and serve them well

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• High ratings
• Good value for cost

How many teammates from MyOutDesk were assigned to this project?

1 Employee

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

Our assistant has served our markeitng and HR team. With anything from event planning to job postings. He has created timelines and sourced vendors, teaken ownership of posting our jobs on major job boards, and creating itineraries for team members who travel for business matters. Communication is through email or Salesforce. 

RESULTS & FEEDBACK

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

Our applicants numbers have increased 3x what they were in 2025, and that is largely due to the frequency we've posted jobs and the edits that our assistant made directly. From a marketing perspective, we have maintained over 30 leads a week, and have a 99% retention rate with current clients, which email marketing directly impacts.

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

Our assistant consistently meets deadlines, always getting items to our team before the projects are due. He always responds positively to feedback, and is willing to hop on a virtual call with our team if needed. 

What was your primary form of communication with MyOutDesk?

Email or Messaging App

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

MOD is overly helpful in finding the best fit for what you are looking for. Very quick in communication, and open in expectations and showcasing their assistants well.

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

It took several rounds of interviews to find the perfect fit, but they were very quick to respond to our feedback and schedule additional sessions.

BACKGROUND

Please describe your company and position.

 I am the Director of Operations of a home services company 

Describe what your company does in a single sentence.

Homecare

OPPORTUNITY / CHALLENGE

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

• Assist with administrative tasks

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

• High ratings
• Pricing fit our budget
• Great culture fit

How many teammates from MyOutDesk were assigned to this project?

2-5 Employees

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

We initally had the need for help with some basic administrative tasks that our team could not reach. Our VA has grown in her knowledge and scope into a very valuable team member who we trust to be the first "voice" our prospective employees hear when they apply. 

RESULTS & FEEDBACK

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

100% of our recruiting "first touch" has gone to our VA, with our confidence that she is handling everything well and to spec. Additionally, we have entrusted our VA with other tasks related to existing employee file management (we now have 2 VA's) and our telephone on-call coverage. We know without question that these 2 are highly capable, friendly and whip-smart additions to our team, who will put their best foot forward and represent us well. 

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

Always deliver on time, if not early. Always communicate throughout, and ensure that they are transparently working. They are also always available during working hours. We never have a delay. 

What was your primary form of communication with MyOutDesk?

• Virtual Meeting
• Email or Messaging App

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

The culture of this company shines through, in their understanding that their professionals are not just walking sets of skills, they are people! They have personalities, interests, strengths and weaknesses. They work hard to fit the right person to the right job - everyone prospers. In our case, we have had one VA for over 5 years and she is truly a part of our work family. 

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

Not a thing. 

BACKGROUND

Please describe your company and position.

I am the Manager, Technical Support of a digital rights management company

Describe what your company does in a single sentence.

We are a Digital Rights Management company

OPPORTUNITY / CHALLENGE

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

• Replace lost team members
• Save Money
• Have flexible folks who can cover weekends or off hours when needed

SOLUTION

How did you find MyOutDesk?

Referral

Why did you select MyOutDesk over others?

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

How many teammates from MyOutDesk were assigned to this project?

2-5 Employees

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

We have 3 VIP's who help staff my Technical Support team. 
They answer emails from our customers, supporting all aspects of our SaaS DAM platform. 

The can range from password resets, to template changes, to e-Commerce assistance, all the way to SSO setup and DNS record checking. 

Two of them also cover weekends for me. 

One of our key deliverables in First Response Time, and they help me keep that under an hour consistently while keeping CSAT over 90% 

RESULTS & FEEDBACK

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

I wanted to drop our FRT to under an hour while maintaining high CSAT. 
I wanted to make sure we have coverage when folks are out for holidays/vacations. 

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

After I contacted MOD, they asked for a job description, and ideas of what kind of person I was looking for. After I gave this, they lined up interviews with a number of folks. 

We hired one of the first group immediately, and he's still with us almost 2 years later. WIth his success, we hired another a few months later, then a third technical a few months after that. We are happy with all three of our MOD folks

What was your primary form of communication with MyOutDesk?

Virtual Meeting

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

They have a strong talent pool, and are seem to take good care of them

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

not for my department

BACKGROUND

Please describe your company and your position there.

I am the President of a wealth planning firm who creates Virtual Family Offices for entrepreneurs who profit at least $1MIL per year.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MyOutDesk?

Our company is growing rapidly, so I needed key team players to work “on” the business not “in” the business. Therefore, I needed to free up time for these key employees from doing repetitive tasks such as data entry, follow-up with clients, and scheduling.

SOLUTION

How did you select MyOutDesk and what were the deciding factors?

I decided to use MyOutDesk because of their stringent vetting process to find the top virtual assistants. MOD takes all the work of vetting, placing and paying the virtual assistants….things that I shouldn’t nor want to to do. I have peace of mind knowing that I will get top talent!

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

Virtual assistant is top notch in saving my high level team members time! This decreases stress and makes team members much more productive which means $$$$ back to the company.

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

Virtual assistants.

RESULTS & FEEDBACK

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

Having them handle our repetitive internal tasks has saved 8 hours of time each week. This means that we have been able scale faster!

How effective was the workflow between your team and theirs?

Weekly video conferencing. The virtual assistant is now proactive in taking over repetitive tasks.

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

They quickly bring high-quality virtual assistant candidates to the table, which has been notable in the workflow.

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

NONE

BACKGROUND

Introduce your business and what you do there.

I'm an executive at CoSine Real Estate, a real estate company that offers full-service property management, real estate sales, and investment and asset management services throughout San Diego.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We needed help with our back-office services.

SOLUTION

What was the scope of their involvement?

MyOutDesk acts as a receptionist to answer incoming calls, coordinate maintenance and showings, and help with accounting tasks, including processing property-related billings.

What is the team composition?

We work with 2–5 teammates from MyOutDesk.

How did you come to work with MyOutDesk?

Someone referred MyOutDesk to me.

What is the status of this engagement?

We started working with MyOutDesk in April 2016, and our engagement is ongoing.

RESULTS & FEEDBACK

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

MyOutDesk performs their job duties by answering calls and coordinating maintenance and showings.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk delivers on time. We communicate via email and messaging apps.

What did you find most impressive about them?

I like how MyOutDesk monitors their assistants.

Are there any areas they could improve?

I don't think there's anything they can improve on.