# Prialto Prialto Reviews (45), Pricing, Services & Verified Ratings - Premier Verified - 5.0 out of 5 average review rating - 13 connections joined Prialto's Network [Visit Website](https://www.prialto.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) [Get a Custom Proposal](https://clutch.co/profile/prialto) **Managed Virtual Executive Assistants for Teams** Prialto is the world’s leading subscription-based managed executive virtual assistant service provider. Headquartered in Portland, Oregon, we deliver professional executive assistant services for a flat monthly fee, connecting businesses throughout the world with the most talented remote executive assistants in the industry. We're focused on serving executives by handling calendar and schedule management, expense management, travel management, sales support, and more. Our U.S.-based Engagement Managers continually optimize your service, while talented, educated employees in our Philippines, Guatemala, and Kenya offices provide your day-to-day support. Our managed service ensures consistently strong and proactive support to power success without the need for you to worry about hiring, training, and managing your admin roles. Plus each assistant has trained backups who know your processes so you're never left without support. Prialto exists to positively amplify people, from every executive who uses our service to every employee who delivers it. Come see why we're different. ## Company Information - Minimum project size: $1,000+ - Hourly rate: < $25 - Number of employees: 250 - 999 - 1 Locations: - Portland, OR (Headquarters) - Founded in 2008 - 2 languages: English, Spanish - 6 timezones: Alaska Standard Time (AKST), Central Standard Time (CST), Eastern Standard Time (EST), Hawaii Standard Time (HST), Mountain Standard Time (MST), Pacific Standard Time (PST) ## Services, Focus Areas, Industries, and Clients ### Service Lines - 70% Back Office Outsourcing - 10% Call Center Services - 10% Customer Service Outsourcing - 10% Sales Outsourcing ### Focus Areas - Outbound Services: - 100% B2C Telemarketing & telesales - Back Office Outsourcing: - 75% Virtual Assistant - 25% Data Entry & Processing - Customer Service Outsourcing: - 55% Order Processing & Taking - 25% Email Support Services - 10% Chat Support Services - 10% Phone Support Services - Sales Outsourcing: - 50% B2B Appointment Setting - 50% B2B Lead Generation ### Industries - 5% Media - 15% Business services - 5% Consumer products & services - 5% Other industries - 5% Legal - 5% Manufacturing - 5% Medical - 5% Non-profit - 5% Arts, entertainment & music - 5% Real estate - 15% Information technology - 15% Financial services - 5% Advertising & marketing - 5% eCommerce ### Clients - 45% Small Business (<$10M) - 45% Midmarket ($10M - $1B) - 10% Enterprise (>$1B) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.8 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Prialto offers strong value for cost, with clients highlighting competitive pricing and significant time savings. Engagements typically involve 2-5 employees, focusing on administrative support, project management, and operational efficiency, leading to increased productivity and client satisfaction. **Most Common Project Size**: $10,000 to $49,000 based on 35 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Back Office Outsourcing: $10,000 to $49,000 based on 18 reviews - Customer Service Outsourcing: $10,000 to $49,000 based on 6 reviews - IT Staff Augmentation: $10,000 to $49,000 based on 5 reviews - Call Center Services: $10,000 to $49,000 based on 4 reviews - HR Consulting: $10,000 to $49,000 based on 3 reviews - Business Consulting: $10,000 to $49,000 based on 3 reviews - Document Digitization & Management: $10,000 to $49,000 based on 3 reviews - Content Moderation Services: $10,000 to $49,000 based on 2 reviews - Staffing: Confidential based on 2 reviews - Content Marketing: $10,000 to $49,000 based on 2 reviews - Sales Outsourcing: Less than $10,000 based on 2 reviews - Email Marketing: Less than $10,000 based on 1 review - Market Research: $10,000 to $49,000 based on 1 review - BI & Big Data Consulting & SI: $10,000 to $49,000 based on 1 review - Social Media Marketing: $10,000 to $49,000 based on 1 review - Content Writing Services: $10,000 to $49,000 based on 1 review - Talent Representation: Less than $10,000 based on 1 review - Transcription: $10,000 to $49,000 based on 1 review - Digital Strategy: Confidential based on 1 review - Event Management: Confidential based on 1 review - Digital Asset Management: $10,000 to $49,000 based on 1 review ### Packages Offered - Back Office Outsourcing Packages — starting at $1,500/month ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### Prialto Review Insights Overall Review Rating: 5.0 - Quality: 4.9 - Schedule: 4.9 - Cost: 4.8 - Willing to Refer: 5.0 ### Top Mentions - Timely (13 mentions) - Communicative (9 mentions) - High-quality work (6 mentions) - Proactive (6 mentions) - Detail-oriented (5 mentions) - Great project management (5 mentions) - Exceeds expectations (4 mentions) - Professional (4 mentions) - Team players (4 mentions) - Exceptional performance (3 mentions) - Great team (3 mentions) - Accessible (2 mentions) - Easy to work with (2 mentions) - Efficient (2 mentions) - Flexible (2 mentions) - Helpful (2 mentions) - Personable (2 mentions) - Well-organized projects (2 mentions) - Accommodating (1 mentions) - Reasonable pricing (1 mentions) ### Review Highlights **High-Quality Team Members** Clients appreciate the quality of Prialto's team, noting their professionalism, responsiveness, and ability to integrate seamlessly into client operations. The team is often described as proactive, detail-oriented, and capable of handling complex tasks. **Positive Cultural Fit** Many clients highlight Prialto's alignment with their company culture and values. The team's ability to integrate with the client's corporate culture is frequently noted as a significant advantage in fostering successful partnerships. **Occasional Onboarding Delays** While generally efficient, there are minor mentions of onboarding delays when dealing with complex tasks or shifting client needs. These instances are rare and typically resolved through effective communication. **Backup and Continuity** Prialto provides robust backup support, ensuring continuity even when primary assistants are unavailable. Clients value the seamless transition and uninterrupted service, which adds reliability to their operations. **Customization and Flexibility** Clients appreciate Prialto's ability to tailor services to their specific needs, offering flexible solutions that adapt to fluctuating workloads and complex business environments. This flexibility is a key factor in client satisfaction. **Focus on Process Improvement** Prialto is recognized for implementing effective processes and continuously seeking improvements. Their focus on creating and refining standard operating procedures enhances efficiency and adds value to client operations. **Efficient Project Management** Prialto consistently delivers on time, with clients praising their responsiveness and ability to manage projects effectively. Their proactive communication and adherence to deadlines ensure a smooth workflow, contributing to client satisfaction. **Strong Communication Skills** Prialto is commended for its excellent communication, maintaining clear and timely interactions with clients. Regular updates and proactive engagement help build trust and ensure that client needs are consistently met. **Areas for Improvement: Industry Specific Knowledge** Some clients suggest that Prialto could enhance their industry-specific knowledge to better tailor services to niche markets. This would further improve their ability to meet specific client needs and expectations. ### Prialto Reviews #### Back Office Outsourcing for Growth Acceleration Platform (Featured Review) **The Project** - Services: Back Office Outsourcing - Project size: Confidential - Project length: Mar. 2016 - Ongoing **Project Summary**: Prialto provides ongoing back-office support for a growth acceleration platform. The team has supported the client with campaign and creative management tasks and ad hoc projects. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Senior Director, Commercial Strategy, Liftoff - Industry: Advertising & marketing - Client size: 501-1,000 Employees - Review Type: Online Review - Verified **The Review** — Nov 14, 2024 **Feedback Summary**: The client is pleased with Prialto's work. The team has adapted well to new processes, tools, and projects. Prialto's error rate is below the industry standard, thanks to their proactive efforts to ensure quality. Moreover, the team is an excellent communicator and an effective partner. ""We have found Prialto to be an excellent partner."" **BACKGROUND** Please describe your company and position.I am the Snr Director, Commercial Strategy of LiftoffDescribe what your company does in a single sentence.Liftoff is the leading growth acceleration platform for the mobile industry, helping advertisers, publishers, DSPs and game developers scale revenue growth with solutions to market and monetize mobile apps. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Supporting our internal operations team **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?Referred to meHow many teammates from Prialto were assigned to this project?40Describe the scope of work in detail. Please include a summary of key deliverables.Prialto have supported us in an array of campaign and creative management tasks as well as ad hoc projects over a number of years. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Measurable outcomes for this project included:Accuracy in executionSpeed of executionAbility to adapt to changing circumstances without errorAbility to learn new processes quicklyAbility to use new tools effectivelyClear and timely communication with internal stakeholdersSelf learning and docuemtation to bring on new team members without training required from LiftoffDescribe their project management. Did they deliver items on time? How did they respond to your needs?Prialto are very effective communicators both at the managment and team level.We found the teams ability to adapt to new processes, tools and projects extremely strong.Prilato error rate was found to be well below industry standard in thanks to their proactive efforts to ensure quality. We have found Prialto to be an excellent partner. What was your primary form of communication with Prialto?Virtual MeetingWhat did you find most impressive or unique about this company?The most impressive elements of Prialto's offering include:Proactive Account management to identify challeneges and resolve themAbility to execute complex tasks consistently and without error at scaleAn ability to adpat to changing business needs Team level ability to communicate clearly with stakeholders Are there any areas for improvement or something Prialto could have done differently?We are very happy with Prialto --- #### Virtual Assistant Services for Consulting Firm **The Project** - Services: Business Consulting, Content Writing Services, Digital Strategy - Project size: Confidential - Project length: Jan. - Dec. 2025 **Project Summary**: Prialto provides ongoing virtual assistant services for a consulting firm. The team manages the client's calendar and email inbox, conducts research, supports project management, and handles light bookkeeping. **Review Rating**: 4.5 - Quality: 5.0 - Schedule: 4.0 - Cost: 4.0 - Willing to Refer: 5.0 **The Reviewer** Founder & Principal Consultant, Future Tense Strategies, LLC - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 31, 2025 **Feedback Summary**: Prialto's work has increased productivity, business development, operational efficiency, and end client satisfaction for the client. The team has exceeded expectations with their project management and communication. Their proactive approach, emotional intelligence, and strategic thinking stand out. ""Prialto has delivered all items on time or ahead of schedule."" **BACKGROUND** Please describe your company and position.I am the Founder and Principal Consultant of Future Tense Strategies, LLCDescribe what your company does in a single sentence.Future Tense Strategies is a Boston-based consulting firm that partners with nonprofit and philanthropic organizations to accelerate systems change, fundraising innovation, and narrative leadership for equity-driven impact. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Streamline daily operations.Maximize executive productivity.Build sustainable capacity for client delivery and business development, especially by supporting project management, research, scheduling, inbox and knowledge management, and helping Future Tense Strategies scale up without sacrificing quality or trust in internal and external team relationships. **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsGreat culture fitCompany values alignedHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Prialto supports Future Tense Strategies through a comprehensive virtual executive assistance package anchored by a dedicated assistant (Christine) and a flexible support team. The scope of work includes:Calendar and Scheduling Management: Managing complex schedules across multiple consulting clients, time zones, and internal priorities; proactively resolving conflicts, sending reminders, and ensuring high-touch follow-up.Email and Inbox Triage: Prioritizing, organizing, and actioning high volumes of email communications to streamline my daily workflow, including drafting replies, flagging time-sensitive issues, and managing administrative correspondence.Grant and Research Support: Conducting background research for new business opportunities, funding prospects, and sector trends; assisting in document preparation, proofreading, formatting, and maintaining knowledge management systems.Project Management: Creating and maintaining project trackers (e.g., grant pipelines, deliverable calendars), supporting workflow documentation, and tracking deadlines and accountability systems.Business Operations and Bookkeeping: Assisting with light bookkeeping, invoice processing, payment tracking, and coordinating with vendors or external partners.CRM and Database Management: Maintaining accurate, up-to-date records of contacts, grant submissions, client deliverables, and organizational knowledge across platforms.Thought Leadership and Special Projects: Supporting the coordination and scheduling of thought leadership projects (such as article submissions, interviews, and public speaking engagements).Key Deliverables include:Monthly and weekly project and grant trackersInbox and calendar reports and daily updatesResearch briefs and meeting notesDraft and finalized client-facing documentsAdministrative process improvements (e.g., templates, SOPs, checklists)Positive, trust-based communication with both internal and external stakeholders **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Dramatic Increase in Productivity: I was able to reallocate over one full-time workday's equivalent of time per week from administrative tasks to high-value strategic and client-facing work, resulting in greater billable output and more bandwidth for business development.Grant and Project Volume: With Prialto’s (Christine's) support, I submitted a record number of grant proposals and reports for my clients, including multiple five- and six-figure submissions within tight deadlines (something not feasible before scaling my executive support systems).Pipeline and Workflow Clarity: The implementation of streamlined trackers and workflow systems reduced missed deadlines and bottlenecks by a significant amount, ensuring all deliverables and follow-ups were proactively managed and visible.Email and Calendar Responsiveness: Average response times to priority communications decreased by a significant amount, with fewer scheduling conflicts and higher client satisfaction reported in post-project feedback.Onboarding and Process Improvements: Developed and adopted standardized client onboarding templates and operating procedures, which accelerated ramp-up for new projects and enabled seamless delegation of routine tasks.Qualitative Gains: The trust, professionalism, and reliability Christine and the Prialto team have brought to the table have enabled me to confidently delegate, focus on scaling my business, and deliver an even higher standard of service to clients.With Prialto, I saw measurable improvements in operational efficiency, client outcomes, and personal bandwidth, which directly translated to increased business capacity, revenue growth, and client satisfaction.Describe their project management. Did they deliver items on time? How did they respond to your needs?Prialto’s project management has exceeded expectations. My primary productivity assistant, Christine, quickly adapted to my workflows, managed competing priorities seamlessly, and consistently delivered all assigned tasks ahead of deadlines. Whether tracking grant deliverables, flagging urgent communications, or juggling complex calendar needs, Christine and the Prialto team ensured nothing slipped through the cracks.Communication has been prompt and solutions-focused. Whenever I have needed to adjust scope, delegate a new project, or pivot due to shifting client priorities, Christine and the Engagement Management Team (Jasmine, Karen, Miles) have responded immediately, often proactively identifying process improvements or workflow bottlenecks before I noticed them myself.Onboarding was efficient, with clear timelines and regular status updates. Throughout our engagement, Prialto has offered flexibility (scaling hours up and down), regular check-ins, and a genuinely collaborative approach, making it feel like an integrated extension of my business, not just a vendor.In summary: Prialto has delivered all items on time or ahead of schedule, responded to my evolving needs with professionalism and speed, and added measurable value through thoughtful project management and communication.Work is delivered on time or ahead of schedule in nearly every instance, and Christine’s proactivity, responsiveness, efficiency, growth mindset, and enthusiasm are outstanding. The only minor challenges have come from occasional onboarding delays with new tasks (largely due to complexity or shifting expectations), but these are rare and quickly resolved through clear communication. Prialto’s escalation pathways ensure urgent needs are flagged and addressed promptly.What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?What truly sets Prialto apart is the human element. The service isn’t just about generic task completion or rote admin support; it’s about strategic partnership, trust, and real co-creation. My primary productivity assistant, Christine, became indispensable not simply because of efficiency, but because she proactively learned my business, anticipated needs, and brought a level of emotional intelligence and strategic thinking that’s rare in the virtual assistant space.Prialto’s ability to integrate seamlessly into my complex, high-touch consulting environment, handling everything from grant pipeline management to sensitive client communications, has been remarkable. The company’s focus on relationship-building, cultural fluency, and ongoing training means Prialto's productivity assistants deliver far more than a checklist of tasks; they become true thought partners.Add to this robust backup systems, smooth onboarding, and genuinely responsive management, and it’s clear Prialto offers a service model that’s both scalable and deeply personal. That blend of reliability, adaptability, and human-centered service is unique in this space and has made a real difference for my business.Christine delivers accurate, detail-oriented, and contextually attuned support on complex deliverables from grants research and pipeline management to inbox, calendar, and travel logistics. Her adaptability and eagerness to learn new skillsets have enabled my firm to scale impact and efficiency. Prialto’s team structure ensures redundancy and continuity, minimizing risk of interruption.Prialto’s services represent strong value for the caliber of support provided, especially for early-stage or growing consultancies that need high-quality executive assistance without the overhead of in-house hiring. The ability to scale hours up or down as needed (with some limitations) adds flexibility. Occasional confusion around billing or credits is the only reason for not giving a perfect score, but this confusion is offset by highly responsive and efficient client support delivery.The partnership has allowed me to focus on high-value strategic work while confidently delegating vital day-to-day operations. Christine feels like a true partner in my company’s growth, not just a transactional resource. Prialto’s combination of professional rigor and personalized service stands out in the Virtual Executive Assistant marketplace.Are there any areas for improvement or something Prialto could have done differently?While my experience with Prialto has been overwhelmingly positive, there are a few areas where continued growth would add even more value, especially for clients like me who are running small, dynamic, growing, and client-facing consultancies:Greater Flexibility in Hourly Packages: At times, my workload fluctuates and it would be helpful if Prialto offered more granular, easily adjustable service tiers (for instance, moving seamlessly between standard and full-time packages week-to-week or month-to-month without needing to commit for extended periods, or providing custom “bridge” options during transitions).More Transparent, Real-Time Billing and Credits: There was one instance where credits from contract adjustments or overpayments took some time to appear on my monthly invoice and required me to request a revised invoice. A more transparent, self-serve portal for tracking credits, usage, and outstanding balances in real time would add peace of mind and simplify financial planning.Proactive Strategic Check-Ins: While my Engagement Management Team has always been proactive and responsive in their communications, periodic targeted check-ins to assess whether the productivity assistant’s responsibilities are evolving in line with my business growth (or to suggest new ways to leverage Prialto’s platform) could drive even greater impact and help clients fully maximize the service.These are relatively minor issues in the context of the overall partnership, but attention to them would push an already excellent service to the next level, especially for high-performing, fast-growing businesses navigating change. --- #### Staff Augmentation for Technology Consultancy **The Project** - Services: Back Office Outsourcing, Document Digitization & Management - Project size: Less than $10,000 - Project length: Apr. 2025 - Ongoing **Project Summary**: Prialto provides staff augmentation services for a technology consultancy. The team provides a part-time assistant who helps with scheduling and other non-billable and recurring tasks. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Fractional CTO, Barrett Ventures, LLC - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 29, 2025 **Feedback Summary**: Thanks to Prialto's assistance, the client has gained 10 hours per week to focus on higher-impact tasks and spend time with their family. The team is proactive in addressing problems and finding solutions. They also create SOPs and guidance for repeating tasks, which the client values. "“Prialto provides excellent services.” " **BACKGROUND** Please describe your company and position.I am the Fractional CTO of Barrett Ventures, LLCDescribe what your company does in a single sentence.Solo consultancy providing technology and product strategy services **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Offload schedulingImprove business organizationBuy back time **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsGreat culture fitGood value for costCompany values alignedHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.I brought on a part-time assistant through Prialto to buy back my time, outsource my non-billable and recurring tasks, and free my time to focus on the specialized services that I can provide. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I was able to gain 10 hours per week to focus on higher-impact tasks, spend time with my family, and more. The account team helped guide me on how to work most effectively with my assistant, and my assistant is fantastic. She's very proactive in addressing problems she identifies, and consistently solves them without my needing to guide her to the right solution. Describe their project management. Did they deliver items on time? How did they respond to your needs?Prialto provides excellent services, and their assistants work together as a team to create solutions to the problems we encounter. Their account and delivery teams have been invaluable in recommending effective ways to address issues that my assistant and I experience. They value creating SOPs and guidance for repeating tasks - I value this approach as it brings a system to tasks I was handling one-off, without my needing to create all the structure.What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The focus on SOPs and support from the account and delivery teams is unusual in the industry. I really value this aspect of their service, and everyone I've met from Prialto has been extremely professional and helpful.Are there any areas for improvement or something Prialto could have done differently?No, I'm a very satisfied customer! --- #### Virtual Assistant Services for Healthcare Technology Company **The Project** - Services: Back Office Outsourcing - Project size: $10,000 to $49,999 - Project length: Nov. 2024 - Jan. 2025 **Project Summary**: A healthcare technology company hired Prialto to provide virtual assistant services. The team was responsible for assisting the client with their workflows and alleviating their manual tasks. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive, Promptly Technology Inc - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Apr 16, 2025 **Feedback Summary**: Thanks to Prialto's efforts, the client got time back in their day, was more organized, and got their inbox down to zero unread messages. The team was highly responsive and helpful, and offered documentation of the organization processes. Overall, the client was pleased with Prialto's performance. ""They are extremely responsive and helped set things up with well-documented processes."" **BACKGROUND** Please describe your company and position.I am an executive for Promptly Technology IncDescribe what your company does in a single sentence.Promptly is a leading healthcare technology company whose flagship product, the Promptly Patient Experience Suite, is a comprehensive software platform designed for specialty medical and dental practices to drive patient engagement, automate workflows, and accelerate revenue growth. Promptly empowers practices and their patients to experience the benefits of modern technology while consolidating the multitude of disparate systems prevalent in the marketplace. For more information, visit www.promptlycheckin.com. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Get a great virtual assistant **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsPricing fit our budgetGreat culture fitGood value for costCompany values alignedHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Prialto was able to get a virtual assistant for me who dove into our workflows and helped alleviate a lot of the manual tasks that were taking up time in my day so I could focus on strategic initiatives. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Being able to get time back in my day, being more organized, and getting my inbox down to zero unread messages!Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, they are extremely responsive and helped set things up with well-documented processesWhat was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Really great personal care from everyone, from Sales to Ops, everyone is super helpful and engagedAre there any areas for improvement or something Prialto could have done differently?N/A --- #### Administrative Support for Concierge Medicine Practice **The Project** - Services: Back Office Outsourcing - Project size: Less than $10,000 - Project length: Nov. 2024 - Ongoing **Project Summary**: Prialto provides administrative support for a concierge medicine practice. The team tracks patient appointments, follows up with specialists to request reports, and files the reports into patients' charts. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Physician & Practice Owner, Curated Concierge Medicine - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 4, 2024 **Feedback Summary**: Prialto completes all outbound faxing for pending records and retrieves requested records on time. They are responsive to questions, efficient, and open to feedback. Moreover, they have an excellent attitude and offer clear communication, ensuring a positive collaboration.  ""I highly recommend this service provider for any entrepreneur looking to offload tasks."" **BACKGROUND** Please describe your company and position.I am the Physician/Practice Owner of Curated Concierge MedicineDescribe what your company does in a single sentence.Concierge Medicine **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Be a Medical Records Champion **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?Great culture fitReferred to meCompany values alignedHow many teammates from Prialto were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Keep track of all patient appointments with outside specialistsFollow up with specialist offices or imaging centers to request the reports File the reports into patients chart Return phone calls to other offices Build an organized spreadsheet of all preferred community partners and keep their contact information currentKeep me informed  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Completed all outbound faxing for all pending records Retrieved most records requested Time back to me  Describe their project management. Did they deliver items on time? How did they respond to your needs?responsive, efficient, coachable, excellent attitude What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?process started with a discovery call which was focused on learning about my needs. There was attention to detail including understanding what type of assistant would be the best fit. the leadership team was intimately involved during the onboarding process and attended the initial meetings to ensure alignment and role clarity. My VA is outstanding! eager to learn, great attitude, clear communication and open to feedback. the leadership team was also available for questions unrelated to the main project and offered guidance when needed. I highly recommend this service provider for any entrepreneur looking to offload tasks. Are there any areas for improvement or something Prialto could have done differently?n/a --- #### Back Office Outsourcing for Growth Acceleration Platform **The Project** - Services: Back Office Outsourcing - Project size: Confidential - Project length: Mar. 2016 - Ongoing **Project Summary**: Prialto provides ongoing back-office support for a growth acceleration platform. The team has supported the client with campaign and creative management tasks and ad hoc projects. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Senior Director, Commercial Strategy, Liftoff - Industry: Advertising & marketing - Client size: 501-1,000 Employees - Review Type: Online Review - Verified **The Review** — Nov 14, 2024 **Feedback Summary**: The client is pleased with Prialto's work. The team has adapted well to new processes, tools, and projects. Prialto's error rate is below the industry standard, thanks to their proactive efforts to ensure quality. Moreover, the team is an excellent communicator and an effective partner. ""We have found Prialto to be an excellent partner."" **BACKGROUND** Please describe your company and position.I am the Snr Director, Commercial Strategy of LiftoffDescribe what your company does in a single sentence.Liftoff is the leading growth acceleration platform for the mobile industry, helping advertisers, publishers, DSPs and game developers scale revenue growth with solutions to market and monetize mobile apps. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Supporting our internal operations team **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?Referred to meHow many teammates from Prialto were assigned to this project?40Describe the scope of work in detail. Please include a summary of key deliverables.Prialto have supported us in an array of campaign and creative management tasks as well as ad hoc projects over a number of years. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Measurable outcomes for this project included:Accuracy in executionSpeed of executionAbility to adapt to changing circumstances without errorAbility to learn new processes quicklyAbility to use new tools effectivelyClear and timely communication with internal stakeholdersSelf learning and docuemtation to bring on new team members without training required from LiftoffDescribe their project management. Did they deliver items on time? How did they respond to your needs?Prialto are very effective communicators both at the managment and team level.We found the teams ability to adapt to new processes, tools and projects extremely strong.Prilato error rate was found to be well below industry standard in thanks to their proactive efforts to ensure quality. We have found Prialto to be an excellent partner. What was your primary form of communication with Prialto?Virtual MeetingWhat did you find most impressive or unique about this company?The most impressive elements of Prialto's offering include:Proactive Account management to identify challeneges and resolve themAbility to execute complex tasks consistently and without error at scaleAn ability to adpat to changing business needs Team level ability to communicate clearly with stakeholders Are there any areas for improvement or something Prialto could have done differently?We are very happy with Prialto --- #### Operational & Admin Assistance for Security Services Company **The Project** - Services: Content Moderation Services, Customer Service Outsourcing, Document Digitization & Management - Project size: $10,000 to $49,999 - Project length: July - Oct. 2023 **Project Summary**: A security services company hired Extrity Services to assist them in departmental tasks. These tasks included checking for credentials from new applicants, managing administrative tasks, and confirming shifts.  **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive Assistant, Extrity Services - Industry: Business services - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Oct 13, 2023 **Feedback Summary**: Prialto delivered great work. The client praised their ability to develop and organize operational data, giving the client crucial insights into their business processes. This ultimately helped the client become more efficient. The team delivered tasks on time and communicated well with the client. ""I was impressed with their in-depth onboarding process and level of communication."" **BACKGROUND** Please describe your company and position.I am the Executive Assistant of Extrity ServicesDescribe what your company does in a single sentence.We provide security services. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Give back bandwidth to our management team by taking care of tasks. **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsGood value for costCompany values alignedHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.We had several team members from Prialto assisting us with various departmental tasks including checking for credentials in new applicants for HR, task management and assistance for Administration, and confirming shifts with employees and data organization for Operations. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We were extremely impressed with the Operations Assistant, Luke. He helped us to develop and organize operational data, giving us insights into important stats we had not been tracking previously. This has allowed us to see where money is being wasted and where we need to improve our processes in order to become more efficient.Describe their project management. Did they deliver items on time? How did they respond to your needs?They delivered tasks set in a timely manner. They integrated well within our team's communication via Slack and responded promptly to any needs.What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I was impressed with their in-depth onboarding process and level of communication.Are there any areas for improvement or something Prialto could have done differently?No, Prialto is a great option for anyone needing task or project help across various departments. --- #### HR, R&D & Customer Service Support for Green Technology Co **The Project** - Services: Call Center Services, Content Marketing, Content Writing Services, Customer Service Outsourcing, Digital Asset Management - Project size: $10,000 to $49,999 - Project length: Apr. 2023 - Ongoing **Project Summary**: Prialto provides customer service support for a green technology company. The team is responsible for project management, scheduling, customer relations, content development, HR, and R&D operations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive, CABN - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Sep 5, 2023 **Feedback Summary**: The Prialto team has efficiently transitioned the client's CRM with over 3,500 contacts, impressing the client. They also respond to over 100 customer inquiries every week. The team's proactive support, professionalism, on-time delivery, and responsiveness have been vital to the project's success. ""We are exceedingly happy with our Prialto experience."" **BACKGROUND** Please describe your company and position.I am an Executive of CABNDescribe what your company does in a single sentence.CABN is a green technology company advancing an innovative manufacturing process for net-zero, cost-efficient, component modular housing. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Support executives with project management and schedulingOffer exceptional customer serviceCreate compelling resources internally and externally **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?High ratingsPricing fit our budgetGreat culture fitGood value for costReferred to meHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Prialto has been an integral component of our business offerings. We rely on the service, as well as our dedicated support team, to operate our business consistently with high value. Key elements include: Executive support and scheduling Customer service relations Internal resource and content development External research and development on specific projects Digital content creatioin **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Prialto supports in ways that are beyond quantifiable metrics. There is seamless integration with our corporate culture as they respond to 100s of customer inquiries a week. Our Prialto team member has transitioned our CRM with over 3500 contacts effectively and efficiently, with a keen eye towards improving on existing processes. Other qualitative support includes: Overall proactive support and value delivery Strong managed service with professional and capable Engagement Managers who are our thought-partner, enhancing productivity Quick and thorough responsiveness to concerns when they come up Backup support that ensures strong continuity Attention to enterprise-level security Strong/high personal touch Continuous training to ensure our assistants are schooled in any new processes we want to offloadDescribe their project management. Did they deliver items on time? How did they respond to your needs?Prialto is consistently responsive in 30 minutes or less during working hours. Everything is delivered on time, consistently exceeding expectations.What was your primary form of communication with Prialto?In-Person MeetingVirtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The company is so invested in our success. They became part of our corporate team immediately, rather than acting as an external consultant. As a large focus of their role with us is customer service, this is incredibly important to us and our brand.Are there any areas for improvement or something Prialto could have done differently?We are exceedingly happy with our Prialto experience. --- #### Staffing & Administrative Support for Financial Services Co **The Project** - Services: Back Office Outsourcing, Customer Service Outsourcing, Staffing - Project size: Confidential - Project length: Oct. 2022 - Ongoing **Project Summary**: Prialto provides staffing services and administrative support for a financial services company. Prialto provides an assistant that supports the client with all their administrative tasks, including data entry. **Review Rating**: 5.0 - Quality: 4.0 - Schedule: 4.5 - Cost: 4.0 - Willing to Refer: 4.5 **The Reviewer** Managing Partner, PGP Advisory - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 22, 2023 **Feedback Summary**: The client's personal capacity has increased as a result of Prialto's support. The team has improved the client's processes and addressed issues as they've come up. Prialto's team is committed to creating a collaborative culture and has consistently navigated the complexity of business processes. ""They are a good partner because they have a support infrastructure."" **BACKGROUND** Please describe your company and position.I am the Managing Partner of PGP AdvisoryDescribe what your company does in a single sentence.We help people sell and buy businesses. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Provide administrative support to expand my personal capacityBuild processes to improve organizational capabilityAutomate and improve processes to allow business to scale **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?Referred to meHad a chance to try the service before committingHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.My Prialto assistant offers day-to-day support on all administrative tasks including follow-up on action items, CRM updates, creating documents for review, facilitating administrative activities on deals including: Prospect follow-up Financial data entry Organization of deal files Interfacing with Tech Support for Deal Management Platform Client communication To-do tracking Process documentation **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Since partnering with the Prialto team, my personal capacity has increased as a result of their support. In addition to getting work done, all members of the team seek for ways to create value through process improvement and addressing issues as they come up. They are a good partner because they have a support infrastructure to support by PA making onboarding, training, and support less of a burden on me. My processes continue to evolve and my PA does an excellent job keeping her backup in the loop, documenting current state processes, and offering/executing on process improvements. My PA provides language support when dealing with Spanish-speaking clients and has gone above and beyond in helping me to learn some Spanish along the way. The role of my PA continues to grow alongside the organization.Describe their project management. Did they deliver items on time? How did they respond to your needs?We've had very active and productive discussions on project scope and landed on the appropriate prioritization of activities based on value-add to the business. The learning curve on activities took some time (as was expected), but the entire Prialto team was consistently available to navigate the complexity of our business processes.What was your primary form of communication with Prialto?Virtual MeetingWhat did you find most impressive or unique about this company?I've interacted with employees from the CEO to front line PA and they all embody the values of the company and are committed to building a collaborative win-win oriented culture for all stakeholders.Are there any areas for improvement or something Prialto could have done differently?We continue to work on ways to facilitate access to sites and software necessary for business activities. --- #### Business Services for Commercial Auto Insurance Company **The Project** - Services: Back Office Outsourcing - Project size: Confidential - Project length: Mar. 2022 - Ongoing **Project Summary**: Pialto was hired by a financial services company to provide a variety of services. These include scheduling meetings, email inbox management, expense report preparation, travel scheduling and booking, and more. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Commercial Auto Insurance Company - Industry: Financial services - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Apr 10, 2023 **Feedback Summary**: Prialto’s efforts have improved the client's overall efficiency, meeting expectations. Their proactive and communicative approach results in a smooth partnership. They are professional, capable, and responsive — their team goes above and beyond to ensure customer satisfaction.  ""Prialto has exceeded my expectations."" **BACKGROUND** Please describe your company and position. I am the CEO of (a/an) Financial services Describe what your company does in a single sentence. Commercial auto insurance. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish? Executive assistant to CEO **SOLUTION** How did you find Prialto? Online Search Why did you select Prialto over others? High ratings What was the size of Prialto’s team? 2-5 Employees What was your primary form of communication with Prialto? Virtual Meeting, Email or Messaging App Describe the scope of work in detail. Please include a summary of key deliverables. Scheduling meetings, email inbox management, expense report preparation, travel scheduling and booking, appointment management, weekly investment report preparation and distribution **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success? Timely completion of tasks Improved efficiency of CEO Email inbox processed Describe their project management. Did they deliver items on time? How did they respond to your needs? Proactive support and a sense that Prialto works to deliver value. Strong managed service with professional and capable Engagement Managers who act as your thought-partner to enhance productivity and help you get the most value from their service.   Quick and thorough responsiveness to concerns when they come up - they are always ready to help. Backup support that ensures strong continuity if your assistant leaves or is out on vacation.   Continuous training to ensure your assistants are schooled in any new processes you want to offload. In a nutshell, Prialto really wants you to get as much value as possible out of their service. I would highly recommend. What did you find most impressive or unique about this company? Prialto supports you to make sure you are getting as much value as possible from their service. Prialto has considerably improved my overall efficiency by allowing me to offload tasks. I have complete confidence that they will get done well and in a timely manner. Are there any areas for improvement or something {provider_name} could have done differently? None - Prialto has exceeded my expectations. --- #### Executive Assistance for Strategy Consultancy **The Project** - Services: Business Consulting, IT Staff Augmentation - Project size: Less than $10,000 - Project length: Sep. 2022 - Ongoing **Project Summary**: An executive assistant from Prialto supports a strategy consultancy, helping them manage their complex schedules and various communication channels. The package includes 55 hours of support each month. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder & Principal Consultant, Red Currant Collective - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 9, 2022 **Feedback Summary**: Thanks to the executive assistant from Prialto, the client has increased the weekly average number of people they communicate with by five times. In addition, the client's schedules have been organized and communicated clearly to customers. The vendor has provided a suitable match for the client. ""My stress level is significantly reduced."" **BACKGROUND** Please describe your company and your position there. Red Currant Collective helps clients increase their strategic impact while improving employee engagement. I am the founder and principal consultant. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? As I shift my business model from solopreneur consulting to a blend of services and products, I needed executive assistant help to handle increased complexity of my schedule, communication channels, and an increase in the number of relationships I’d be managing. I’ve been trying for two years to find a VA or EA situation where the person was a true force multiplier. I’ve never worked with an admin before this business, so I am totally new to working with an EA, and had not had success onboarding EAs successfully prior to Prialto. **SOLUTION** How did you select this firm and what were the deciding factors? I’d read reviews online about Prialto being an especially good choice for a situation like mine. I was really impressed with the ease and responsiveness of the early engagement team, and the model with Prialto handling EA training, a structured onboarding to help me and my EA successfully onboard together, and providing redundancy were compelling. I had concerns about working conditions for my EA after working with a few other VA providers with labor practices that were incompatible with my values, and my Prialto engagement manager answered my questions factually and helpfully, helping me feel confident that Prialto would be responsive to any questions or concerns that may arise about my EA’s working conditions. The price seemed like a very high value compared to other solutions I considered. Describe the project in detail and walk through their service package. My package includes 55 hours a month of EA support during my working hours, with redundancy when my assigned EA is unavailable. Prialto also provides a structured onboarding designed to help the executive and the EA get off to a strong start, which was quite helpful. How many resources from the vendor's team worked with you, and what were their positions? I spoke with a sales person then was assigned an Engagement Manager who has been with my account ever since. I have one EA assigned to my account, and her supervisor and occasional coverage VAs support my account when needed. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? With Ellie’s help, we’ve increased the average number of people we communicate with weekly by at least 5x. I was able to make an on-time release of the beta of my book on time, thanks to Ellie’s support of my calendar, and her ability to get hands on with transcription at a key moment. Ellie is trusted to communicate directly with my clients, and it brings me joy to see the warmth my clients and contacts express in their little messages back and forth with Ellie about my scheduling: her professionalism and excellence engenders a delightfully warm response from my contacts. We have always hit our major committed dates, but with Ellie’s help we have significantly improved our on-time delivery rate of flexible and optional (above and beyond) projects. Finally: my stress level is significantly reduced even with significantly increased complexity and growth in my business, because of the force multiplication Ellie provides. Being a solopreneur can be really lonely: I’m really enjoying Ellie’s teamwork and enthusiasm for our work subject matter. How effective was the workflow between your team and theirs? Fantastic. Ellie and I communicate daily about priorities and progress, with a weekly meeting with our full team. What did you find most impressive or unique about this company? the structured onboarding to help everyone succeed, and the quality of the match they made between Ellie and I. She is truly a dream match for me and my business: she has quickly become an essential member of my team. Are there any areas for improvement or something they could have done differently? No. This has been a really smooth engagement experience from start to present. --- #### Executive Assistant Services for Benefit Corporation **The Project** - Services: HR Consulting, IT Staff Augmentation - Project size: $10,000 to $49,999 - Project length: Jan. 2021 - Sep. 2022 **Project Summary**: Prialto provided executive assistant services to a benefit corporation. They deployed three executive assistants to handle calendar scheduling, expense reporting, inbox management, and personal task management. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** COO, Benefit Corporation - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Sep 30, 2022 **Feedback Summary**: Prialto helped the client's executives save time by delegating small tasks to their executive assistants. Their team was accommodating, flexible in time zone coverage, and could scale their resources as needed. They also valued personal information security and communicated effectively. ""They also took personal information security seriously by providing limited access and using secure password tools."" **BACKGROUND** Please describe your company and your position there. I'm the COO of a mid-size benefit corporation. We are a certified Benefit Corporation and leading social enterprise helping organizations maximize the impact of their frontline workforces. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? We needed qualified executive assistants to assist our management team members to better organize schedules, take on tasks and improve the overall time management of our team. **SOLUTION** How did you select this agency and what were the deciding factors? We selected the agency based on a few factors: quality of services cost of services availability for more than one executive flexibility in time services Describe the project in detail and walk through the stages of the project. Prialto provided us with 3 executive assistants for 3 different executives starting in January. The executive assistants started with calendar scheduling and have since taken on tasks such as expense reporting, inbox management, personal task management and other tasks. Describe the recruitment process in detail. We interviewed a few different firms and gave our execs an opportunity to talk to some of the EAs and made a decision. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? With their support, our executives were able to gain time back from small task management. How effective was the workflow between your team and theirs? Prialto has been very accommodating. They communicate on email and slack with our team, and whenever there is feedback for the team, we have a direct line with our account manager. They also took personal information security seriously by providing limited access and using secure password tools. What did you find most impressive or unique about this company? The company has been flexible to the needs of our team, and have seamlessly integrated in the scheduling efforts. They can scale up units of allocation as needed. Whenever an EA is unavailable, there has also been seamless coverage. They have also been flexible in the timezone coverage required by the EAs for individuals in different locations. Are there any areas for improvement or something they could have done differently? We required someone physically present in the location we were working in, which was not possible, but otherwise things have gone reall well. --- #### Admin & Customer Support for Real Estate Company **The Project** - Services: Call Center Services, Customer Service Outsourcing - Project size: $10,000 to $49,999 - Project length: July 2019 - Ongoing **Project Summary**: Prialto provides administrative support for a real estate company. Their work includes data entry services, responding to customer inquiries, and other administrative tasks. **Review Rating**: 5.0 - Quality: 4.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Director, Real Estate Company - Industry: Real estate - Client size: 10,001+ Employees - Review Type: Phone Interview - Verified **The Review** — Aug 22, 2022 **Feedback Summary**: So far, the client is very pleased with Prialto’s services. The team manages tasks well and communicates consistently, fostering a smooth workflow. More importantly, they always plan ahead, enabling them to overcome any sudden issues or situations along the way. They’re also cost-efficient. ""Their team’s biggest strength is their ability to be ready for any situation."" **BACKGROUND** Introduce your business and what you do there. I’m the managing director and head of our international desk for a commercial real estate services provider. We have over 100,000 employees across more than 80 countries. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Prialto? We were struggling to get the responsiveness that we needed from our existing staff, so we engaged with Prialto to provide us with an executive administrator who would be able to support us during different time zones and holidays. **SOLUTION** What was the scope of their involvement? Prialto provides us with administrative support. Their tasks include handling data entry, creating expense reports, and responding promptly to customer inquiries on a regular basis. All of the work is done remotely. What is the team composition? We’ve worked with three executive administrators from their side. How did you come to work with Prialto? It was through a recommendation. How much have you invested with them? We’ve spent around $25,000. What is the status of this engagement? We started working with them in July 2019, and our engagement is still ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? On a weekly basis, we grade the performance of their administrators. They’ve integrated themselves seamlessly into our operational workflow and are doing an exceptional job of handling their responsibilities. How did Prialto perform from a project management standpoint? Their project management style is solid. We manage tasks using Microsoft Office. For communication, we use Microsoft Teams, WhatsApp, email, and phone. What did you find most impressive about them? Their team’s biggest strength is their ability to be ready for any situation. For example, whenever one of their administrators gets sick, they already have someone else to cover for them. Also, if there’s an upcoming holiday, they always send an advance notice about it.  In terms of cost, their services are reasonably priced. Are there any areas they could improve on? The integration of their platform is a little bumpy, so there are times when I’m not sure if I’m actually communicating with them in real time. This is not a major issue for me; it’s just something they can improve on. Do you have any advice for potential customers? Make sure to put the time and effort into getting the work done — don’t just assume that they’ll do everything for you. --- #### Staff Augmentation for Software Firm **The Project** - Services: IT Staff Augmentation - Project size: $10,000 to $49,999 - Project length: Mar. 2022 - Ongoing **Project Summary**: Prialto provided a virtual assistant for a software firm. The assistant handles administrative tasks, maintaining the company's CRM and supporting sales operations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** SVP of Sales and Market Strategies, ELEVATE SaaS - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Aug 1, 2022 **Feedback Summary**: So far, the VA has completed immense work on CRM records, mailing lists, and pipeline reports, which enables the client to focus more on customers. The project management style was seamless — they streamline real-time communication on Microsoft teams. Moreover, their business acumen is noteworthy. ""We've bonded quickly, and she's more than competent for our needs."" **BACKGROUND** Please describe your company and your position there. I am SVP of Sales and Market Strategies for a software firm that sells a platform to manage contingent labor. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? We needed administrative support to maintain our CRM and assist with sales operations tasks. **SOLUTION** How did you select this agency and what were the deciding factors? I had worked with Prialto with a prior company and they provide exactly the support I need. Describe the project in detail and walk through the stages of the project. It is not a single project, but an on-going stream of projects to help cleanse and maintain our CRM and sales contacts. Describe the recruitment process in detail. It was quite simple. I reconnected with the CEO of Prialto at a conference and we discussed starting the program with my new company. We signed an agreement and they appointed a virtual assistant from their team. They also appointed my prior VA as the supervisor of the engagement. We've bonded quickly, and she's more than competent for our needs. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? Our VA has done immense work in updating records in our CRM, creating mailing lists and managing pipeline reporting. It has cut a few hours of administrative time out of my calendar, leaving me available for more customer contacts. How effective was the workflow between your team and theirs? Very easy. We correspond real time using Teams, and meet in person once a week on a prescheduled call. What did you find most impressive or unique about this company? The company workers are virtual and off-shore. The fluency of English spoken is off the charts by nearly everyone at the company, and the business acumen for technology tools exceeds many I work with here in the US Are there any areas for improvement or something they could have done differently? I can't think of any right now. --- #### Virtual Assistant Services for Healthcare Technology Company **The Project** - Services: Customer Service Outsourcing - Project size: $10,000 to $49,999 - Project length: Dec. 2021 - Ongoing **Project Summary**: Prialto provides a productivity assistant to a healthcare technology company. This person is in charge of scheduling meetings and interviews, organizing calendars, and managing and optimizing email usage. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Talent & People, Zus Health - Industry: Other industries - Client size: 11-50 Employees - Review Type: Phone Interview - Verified **The Review** — Jul 18, 2022 **Feedback Summary**: Prialto’s virtual assistant offers high-quality work, constantly being proactive and on top of everything. This person is also very communicative and delivers what they promise. Overall, Prialto’s service is of high level, constantly providing great customer care and attention to detail. "“Prialto’s service level is very high; they’re very attentive and service-oriented.”" **BACKGROUND** Introduce your business and what you do there. I’m the head of talent and people for Zus Health. We build tools for other digital health companies to help them accelerate their time to market through data and data sharing. In my role, I deal with responsibilities related to recruiting, onboarding, offboarding, and other HR tasks. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Prialto? I needed a virtual executive assistant for my department. **SOLUTION** What was the scope of their involvement? Prialto provides me with Ximena (Productivity Assistant), who helps me with scheduling management. For example, we do a lot of interviews, so she schedules the interviews, coordinates calendars with internal teammates and external candidates, sends interview confirmations, and coordinates the debriefs or meetings required after the interviews. She is also in charge of my own calendar management, helping me avoid overlapping my meetings. Additionally, Ximena helps me with my email management, keeping my inbox up to date. She has created a set of email management rules, including a flagging system to ensure that I know the most important items in my inbox. What is the team composition? We only work with Ximena. Initially, Prialto provided us with two assistants, but Ximena had superior organization skills and was a better fit for us, so we decided to work solely with her. How did you come to work with Prialto? I met Prialto through a reference; someone I had been talking to in the venture capital community reached out to me and recommended them. Our chief product officer and I had a meeting with Prialto and decided to move forward with them.  How much have you invested with them? We spend around $4,000 per month, so we’ve spent around $28,000 so far. What is the status of this engagement? We started working together in December 2021, and our engagement is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?  Ximena’s work quality is very high; she’s on top of things, is very proactive, and does what she says she will do. How did Prialto perform from a project management standpoint? Ximena constantly reaches out to inform us about emails and scheduling changes to get our approval. What did you find most impressive about them? Prialto’s service level is very high; they’re very attentive and service-oriented, and they demonstrate excellent attention to detail. I’ve been very impressed with Ximena’s and Prialto’s work overall. Are there any areas they could improve? No. Although we went through an adaptation period initially, the onboarding process was still very fast, and we had Ximena organizing things and scheduling interviews almost immediately. Still, it might not be as quick for others, so the onboarding process could be streamlined. --- #### Admin Support Staff Augmentation for Internacional Tech Co **The Project** - Services: HR Consulting, IT Staff Augmentation - Project size: $50,000 to $199,999 - Project length: Dec. 2014 - Ongoing **Project Summary**: Prialto provides administrative support services for an international technology company. Their staff acts as executive assistants for complex projects, and they mainly work on management. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Co-Founder, Andela, Inc. - Industry: Other industries - Client size: 201-500 Employees - Review Type: Phone Interview - Verified **The Review** — Oct 8, 2021 **Feedback Summary**: For more than five years, Prialto has been able to scale their services and grow together with the client. They stand out for the quality and commitment of their people. The team is extremely supportive and responsive. They communicate effectively through emails, Zoom calls, and WhatsApp. ""Everybody that we’ve worked with has been hyper-competent and effective."" **BACKGROUND** Introduce your business and what you do there. I’m the co-founder of Andela. We focus on top international tech talent. We started in Africa in 2014 and are now in 32 countries around the world. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Prialto? They give all kinds of project management, administrative, and executive assistance to our senior team. **SOLUTION** What was the scope of their involvement? My co-founder and I have been in touch with Prialto for five years. Before the company grew, we used them for all kinds of admin support. They were like an executive assistant, and so far, we’ve worked with four different people in that matter. Prialto removes the administrative burden from us. They’re an extra support for our complex projects. For example, if we have a full-time project manager in our office, they’re the assistant to that person. They manage spreadsheets, schedule meetings, and track the process toward our goals. What is the team composition? We have three people working full-time for us and an account manager that oversees the work. We can get in touch with them at any time. Also, we’ve been personally contacted by the CEO. He just checks in to see how it’s going, so we’ve been in touch a handful of times. How did you come to work with Prialto? My co-founder found them first. I’m not sure how, but we were searching for executive assistants. We liked their company values and the way they operated. They were just excellent, so once I met them, I was hooked. How much have you invested with them? It’s about $15,000 a year, so we’ve probably spent $75,000, maybe more. What is the status of this engagement? We started working together in December 2014, and our relationship is ongoing. Byron (Productivity Assistant) is our current full-time assistant. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? The most significant one is that we’ve retained their services for quite a long time. Other service providers have come and gone, but we’ve stuck with Prialto, and they’ve been able to scale with our company. How did Prialto perform from a project management standpoint? They’ve done really well. Their response time is excellent. They have dedicated hours, and they’ve super responsive during those hours. Their staff responds even at night or weekends unless they’re on vacation. Most of their team is based in the Philippines, but we have no problem communicating with them. I mostly speak with Byron on WhatsApp. Also, we email back and forth and do Zoom calls once a week to check in as needed. What did you find most impressive about them? The quality of the talent is excellent. Everybody that we’ve worked with has been hyper-competent and effective. They’ve onboarded quickly, and they’re wonderful people. My former assistant moved on six months ago, and she still sent my one-year-old child a birthday present. She didn’t need to do all that, but whenever our company reaches a milestone, we get gifts from them in the mail. I’ve gotten coffee from the Philippines because they know that I’m always drinking a cup of coffee when I talk to them. In summary, they go above and beyond their duty. Prialto’s team feels connected to the work we do, and they’re super supportive. Are there any areas they could improve? I don’t have any significant feedback for them. I’ve given individual feedback to each person that I’ve worked with, but it wasn’t any different than what you’d give someone else. It can be challenging to switch from one team member to another, but they work hard in the background to exchange all information and get them prepared for the account. They’re pretty solid. Do you have any advice for potential customers? Pay attention and dedicate time to your assistant upfront to really communicate with them. It may seem like micromanaging for the first month, but they’re great at taking feedback. That way, they’ll be able to maintain the same quality level throughout the engagement. --- #### Admin & Sales Support for Nonprofit Journalist Organization **The Project** - Project size: $10,000 to $49,999 - Project length: Mar. 2021 - Ongoing **Project Summary**: Prialto helps a nonprofit journalist organization's admin and support services needs. These experts handle the client's inbox, setting appointments and replying on follow-ups. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, JournalList.net - Industry: Media - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Sep 29, 2021 **Feedback Summary**: Prialto has done a wonderful job in assisting the client with the inquiries. As a result, productivity has improved significantly. Their workflow is excellent, holding regular calls to discuss tasks and timelines of the project. The team never fails to update the client with every step and progress. ""They have a fantastic team all the way through."" **BACKGROUND** Please describe your company and your position there. I'm the founder of an organization that is working with media and media associations to help promote trust online. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? We are growing quickly, and we needed help to continue to grow, and to make sure that our existing members are taken care of. **SOLUTION** How did you select this firm and what were the deciding factors? I looked at a few, and Prialto seemed to have the most focus on really treating the employees as people, and not as some resource to be used up and discarded. Also, they have such great backup so that whenever we need something that is out of the range of experience of my assistant, they have a great backup team ready to go. Describe the project in detail and walk through their service package. I just needed someone to make sure that my inbox doesn't get totally out of control, that I'm following up with people when I said I would, and to help me set appointments. I also need some internet research done. The package is just exactly the right amount of hours for me, and it's good to know that as we grow, they can grow with us. How many resources from the vendor's team worked with you, and what were their positions? I talk to my assistant every day. At the beginning we talked to a few other members of the team to get things going, but now it's just as needed, maybe every three weeks or so. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? It's kind of like having a multiplier on my productivity. Prospects have actually thanked me for being persistent with them because we solve a real problem for them, but we just need to pierce their bubble of not talking to anyone new. Using Prialto has helped me to pierce that bubble because all of my following up runs through my assistant. How effective was the workflow between your team and theirs? The workflow is exactly right. I have a daily call, usually about 15 minutes early in the day. We both know what we need to get done that day. Then I get this great email every night with what we got done, and what's on tap for tomorrow. It's perfect for me. What did you find most impressive or unique about this company? The care and genuine admiration for the people. You can tell when it's just lip service, that's not the case here. They have a fantastic team all the way through. Are there any areas for improvement or something they could have done differently? I can't think of anything. It really is the one part of my workday that I'm just constantly delighted with. --- #### Overall Support Services for Nonprofit **The Project** - Services: Content Marketing - Project size: $10,000 to $49,999 - Project length: Sep. 2019 - Ongoing **Project Summary**: Prialto provides overall support services for a nonprofit. The team initially updated the client's slow online system and is presently providing outbound marketing services. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Association Management, Nonprofit - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Sep 24, 2021 **Feedback Summary**: Thanks to Prialto's support, the nonprofit was able to pick up another client. The team communicates regularly to ensure that everyone knows what they're responsible for. They are stars at social media and all the things that need to be done for the organization to stay current in that arena. ""They've become an integral part of my team."" **BACKGROUND** Please describe your company and your position there. I've had the pleasure of having three Prialto assistants help me with me with my non profit association management. They have done a stellar job of keeping the back end managed using our client's archaic and cumbersome system. They also are stars at social media and all the things that need to be done to stay current in that arena. They've become an integral part of my team. My VAs have made taught me how to be a better manager while giving me space to grow my business. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? The online system we use is so slow and the precious time is sucks could be used on so many other things. We originally hired them to help with that but now they are doing all the outbound marketing too. **SOLUTION** How did you select this vendor and what were the deciding factors? We knew this vendor from our other chapter. Describe the project in detail and walk through the stages of the project. The team and I work together on many projects. We have a daily huddle and a team lead. Together we support three clients. How many resources from the vendor's team worked with you, and what were their positions? Three and they all do the same thing - we all do, whatever it takes. Social media, outbound marketing, mailchimp, accounting, etc. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? I was able to pick up another client because of the saved bandwidth. How effective was the workflow between your team and theirs? We have processed that we've finessed over time - and I suggest that managers do the same that would with any team. Have a daily briefings and make sure everyone knows what they are responsible for. What did you find most impressive or unique about this company? This the only VA company Ive worked with so I dont know what is unique. My team and I are in complete sync. Are there any areas for improvement or something they could have done differently? None --- #### Business Services for Coaching & Consulting Company **The Project** - Services: Business Consulting - Project size: $10,000 to $49,999 - Project length: Jan. 2020 - Ongoing **Project Summary**: A coaching and consulting company hired Prialto for business services. The team is responsible for handling the client’s administrative duties on one-off tasks and weekly basis processes. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Coach, Alexis Haselberger Coaching and Consulting, Inc - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Sep 16, 2021 **Feedback Summary**: With Prialto’s assistance, the client can focus on much more important business matters. The team communicates clearly, providing general tasks and projects updates during weekly meetings. Overall, they've impressively and honestly fulfilled all requests, leaving no gap in coordination and delivery. ""I really like that Prialto is a team that is focused on the growth and development of everyone."" **BACKGROUND** Please describe your company and your position there. Alexis Haselberger Coaching and Consulting, Inc, is a time management and productivity coaching and consulting business that helps people do more and stress less through coaching, workshops and online courses.  I am the founder. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? Virtual assistant functions; administrative work, both one-off tasks and ongoing. Research tasks, repeatable weekly processes, etc. **SOLUTION** How did you select this firm and what were the deciding factors? I interviewed a number of VA firms and like the fact that Prialto is straightforward about what they do, the VAs are all their employees and are trained and I always have a backup who is well trained on my processes so there has never been any interruption of service. Describe the project in detail and walk through their service package. I hired Prialto for a VA. I opted for 1 unit of VA service, which works out to a couple of hours a day. It's about 1/3 of a FT person. The intake process was clear and I worked with an engagement manager to define the tasks and projects for my VA to do, and who matched me with a VA. The VA created a set of written processes for all my tasks and processes so that it's very easy for someone else to take over. After onboarding, I work directly with my VA. He handles a set of recurring weekly processes as well as one-off tasks when needed. How many resources from the vendor's team worked with you, and what were their positions? Engagement manager and VA. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? Having a VA has been invaluable to be. As a solopreneur, prior to using Prialto I was handling EVERYTHING myself. Now, I'm able to offload processes and tasks that are important for the functioning of my business, but not a good use of my time. How effective was the workflow between your team and theirs? It's very clear. I have a weekly meeting with my VA to get a general update and I am sent a recap email at the end of each day about what he worked on and what was completed. The response times are very quick; when I send over a new process or task I receive a same day acknowledgement. What did you find most impressive or unique about this company? I really like that Prialto is a team that is focused on the growth and development of everyone. The VAs are all employees so it's not just a bunch of contractors without loyalty. Additionally, I really appreciate that there is never a gap in coverage. If my VA is out sick, there is clear communication about who will be covering his tasks and there has never been a ball dropped during these instances. Are there any areas for improvement or something they could have done differently? One area for improvement might to be allow for more selection of the VAs from the client's perspective. I did have a VA at first that I didn't mesh well with, and she was swapped out for someone else. It might have helped if I'd been able to participate in the matching process. --- #### Administrative Work for Business Consulting Company **The Project** - Services: HR Consulting, IT Staff Augmentation - Project size: $10,000 to $49,999 - Project length: Jan. 2021 - Ongoing **Project Summary**: Prialto provides productivity assistants for a business consulting company's employees. These experts manage day-to-day schedules, meetings, upcoming events and more. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder and Managing Director, StartupExperts - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Aug 30, 2021 **Feedback Summary**: Prialto has done a masterful job of administratively supporting the client's service. Together, they have explored how to effectively communicate, partner, and work together to improve their interaction models. The client also looks forward to evolving with them over time. ""Without them, we never would be as effective and organized as we have been over the last 6 months."" **BACKGROUND** Please describe your company and your position there. I'm Founder and Managing Director of a growing professional community for finance, ops, and hr leaders nationwide. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? Prialto has support my work efforts, now for the second time in my career, incredibly well. They've assigned me one of their productivity assistants and that person has become indispensable and a core part of my team. **SOLUTION** How did you select this agency and what were the deciding factors? While there may be a few companies that market themselves as providing these services, I've never gained a really solid comfort level with their approaches. In contrast, Prialto's team is very professional and their onboarding process is well designed and got our working partnership up to speed quickly. Describe the project in detail and walk through the stages of the project. Their productivity assistant manages my day-to-day schedule, coordinates meetings, helps with upcoming events, and over the least 3-4 months has done a masterful job of administratively supporting the re-design of our external website. Describe the recruitment process in detail. Thankfully, with Prialto, they recruit and train and program manage every partnership. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? Without them, we never would be as effective and organized as we have been over the last 6 months. How effective was the workflow between your team and theirs? During the onboarding process we spent time exploring how we would effectively communicate, partner, and complete work together and these discussions have led to a very successful model of interaction. What did you find most impressive or unique about this company? This is the second time that I've engaged Prialto and their model is continuing to evolve, improve, and provide more value over time. Are there any areas for improvement or something they could have done differently? The partnership has been a strong one since we were introduced to our Prialto Productivity Assistant. However, just like in any relationship, the more you can invest in the partnership early, the better gains you'll see in the long-term. --- #### BPO Services for Nonprofit Management Association **The Project** - Project size: Confidential - Project length: May 2020 - Ongoing **Project Summary**: Prialto provides virtual assistance to a nonprofit organization management company. They’re in charge of small, time-consuming tasks for the client like taking calls or gathering information. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Association Management Director, SHRM HAWAII - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Aug 25, 2021 **Feedback Summary**: Thanks to Prialto’s work, the client has acquired more accounts and made more money. The team is proactive, helpful, communicative, and great at following up on tasks. They’re also kind, and they have great processes in place to ensure seamless collaboration. "“They’ve worked around things for me, and they’ve shown up when they didn’t have to. Overall, they’re great partners.”" **BACKGROUND** Introduce your business and what you do there. I’m the sole proprietor of SHRM HAWAII. I manage nonprofit organizations, so I take them in as contract jobs. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Prialto? Because I’m a sole proprietor, I’m in charge of every task related to the organization management. A lot of times, I would rather not take a contract if it implies time-consuming work or if it limits how many clients I can take. Thus, I brought in Prialto to help me with those time-consuming tasks. **SOLUTION** What was the scope of their involvement? Whenever I run a nonprofit organization, I take care of their membership, websites, fundraising, and programming, and I also run their board and arrange their meetings. This work implies a lot of small tasks and special requests that Prialto takes care of. For example, if a board member wants me to take phone calls, which I can't do because I have meetings all day, they take those calls. Additionally, I usually implement technology to gather information, but some clients want me to collect the data personally to provide a special touch. In those cases, Prialto helps me gather that information. What is the team composition? The account representative is my main point of contact. If I have any trouble, I go to her. She also onboarded me and taught me how things worked. I’ve also talked to a lot of people from Prialto, including the owner, a manager, and a couple of virtual assistants. How did you come to work with Prialto? I belong to an association, so I have counterparts in every state. My counterpart in California was having good success with Prialto, and she introduced me to them. From there, the owner contacted me directly, and he put me in touch with a manager, who told me how we would work together. Then, I got assigned an account representative, and we started working together. What is the status of this engagement? We started working together around May 2020, and our engagement is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?  Thanks to Prialto’s services, I’ve been able to take in new clients, and I’ve made more money from those clients than what I’ve invested. As for the quality of their services, it is hard to put metrics on human capital. I can either get less or more value out of someone than somebody else; it all depends on the type of work and how well the training goes. However, I’ve found it invaluable that I can throw anything to an assistant and not have to worry about it. They’re very good at following up and reminding me of things. Although I heavily invest in technology solutions, sometimes there’s no replacement for the human work. How did Prialto perform from a project management standpoint? Prialto’s process is very smart. They don’t just hire someone and take care of their payroll; they have teams, support, and constant training. There were a lot of virtual assistants out there, but Prialto offered a better approach. The first assistant that I worked with didn’t work out for me very well. I take responsibility for that; I had never had a virtual assistant before, and I didn’t manage it correctly. However, as we were training this assistant, the manager also took the training, so we didn’t lose time training someone new. The manager stepped in after the assistant didn’t work out, and he trained the new assistant. They did a really great job ensuring that we didn’t have to start over from square one. We have Zoom calls, and the assistant has their own email account with my domain. In case I have to change assistant like I did, the new person just takes over the account so that I don’t lose any information or time setting up new accounts. Overall, it has been a very seamless experience. What did you find most impressive about them? Although I appreciate Prialto’s structure and the education they give to their employees, the thing that I appreciate the most is their kindness. There’s not a lot of kindness in the world. They’ve worked around things for me, and they’ve shown up when they didn’t have to. Overall, they’re great partners. Are there any areas they could improve? No. I know that Prialto is growing really fast, and I assume that they’re going through some growing pains, but I haven’t seen it myself. --- #### Back Office Outsourcing for Business Services Company **The Project** - Services: Back Office Outsourcing, Call Center Services, Customer Service Outsourcing - Project size: $10,000 to $49,999 - Project length: May 2024 - Apr. 2026 **Project Summary**: Prialto provided virtual assistant services for a business services company. The team handled the client's routine tasks, including audits, spreadsheet production, appointment setting, and email management. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Vice President, Business Services Company - Industry: Business services - Client size: 501-1,000 Employees - Review Type: Online Review - Verified **The Review** — Apr 6, 2026 **Feedback Summary**: Prialto delivered quality work on time, meeting the client's goals and objectives. The team was quick to schedule follow-up meetings and collaborate with the client. Moreover, the client was impressed with the quality of the team members assigned to their account. ""The speed of follow-up and the quality of the team members assigned to our account were impressive."" **BACKGROUND** Please describe your company and position. I am the Vice President of a business services company Describe what your company does in a single sentence.Contract security and remote video monitoring. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Utilize executive team more strategicallyBe more efficient in hiring **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsGreat culture fitCompany values alignedHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.We have been using Prialto ongoing for a few years to handle the more rote tasks within our organization. They help with audits, spreadsheet production, appointment setting, email management. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Bi weekly touch base with account management to review goals and objectives.Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes always delivered on time and quick to schedule follow up meetings to review outcomes.What was your primary form of communication with Prialto?Virtual MeetingWhat did you find most impressive or unique about this company?The speed of follow-up and the quality of the team members assigned to our account were impressive.Are there any areas for improvement or something Prialto could have done differently?None come to mind. --- #### Back Office & Prospecting Research for Business Advisory **The Project** - Services: Back Office Outsourcing, Talent Representation - Project size: Less than $10,000 - Project length: Jan. 2020 - Jan. 2021 **Project Summary**: Prialto provided prospecting research, inbox management, calendar management, and invoicing support for a strategic business advising firm. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Partner, Cultivate Advisors - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review **The Review** — Jan 13, 2026 **Feedback Summary**: Prialto delivered precise and timely support, freeing up significant time for the client. The team anticipated needs well and maintained excellent communication throughout the project. ""I was so impressed by their lightning response time and precision with deliverables"" **BACKGROUND** Please describe your company and position.I am the Partner of Cultivate AdvisorsDescribe what your company does in a single sentence.Strategic business advising **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Prospecting support (research)Inbox ManagementCalendar management **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?High ratingsGood value for costCompany values alignedHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Needed to outsource my back office and prospecting research - deliverables included timeline calendar managmeent and inbox response time, prospect list creation and email campaigns, and managing invoicing/AR collection. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?At least 5+ hours a week of my time freed up / Strong insight into how executives at my level or in parallel companies spend their time / Far higher enjoyment from liberation of tasks I didn't enjoy as muchDescribe their project management. Did they deliver items on time? How did they respond to your needs?I was so impressed by their lightning response time and precision with deliverables. Very good at anticipating my needs as well. What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Response time, need anticipation, precision of deliverablesAre there any areas for improvement or something Prialto could have done differently?Thought the whole process start to finish was excellent, only thought her would have been if they had prompted me to support more of my staff vs. just me --- #### Operational Support Services for Real Estate Company **The Project** - Services: Back Office Outsourcing - Project size: Confidential - Project length: Aug. - Oct. 2025 **Project Summary**: Prialto provided operational support for a real estate company. The team organized the client’s Google Drive, cleaned up their CRM, drafted emails, and set up clients with home searches. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 4.5 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Founder, Little Hill Real Estate - Industry: Real estate - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Nov 12, 2025 **Feedback Summary**: Prialto’s work saved the client around three hours per week. The team mostly delivered on time and communicated well via virtual meetings, emails, and messages. The client was impressed by Prialto’s background support. "“I was impressed by their support in the background.”" **BACKGROUND** Introduce your business and what you do there.I’m the founder of Little Hill Real Estate. We help clients find homes and communities they love, focusing on matching people with the right property and lifestyle that fits their needs in the East Bay area. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Prialto?We needed help streamlining operations and establishing business protocols. **SOLUTION** What was the scope of their involvement?Prialto helped us draft emails, set up clients with home searches, and organize our Google Drive.What is the team composition?We worked with 2–5 teammates from Prialto.How did you come to work with Prialto?Someone referred Prialto to me.What is the status of this engagement?We worked together from August–October 2025. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?Prialto organized our Google Drive folders and cleaned up our customer CRM, which saved us three hours per week.How did Prialto perform from a project management standpoint?Prialto mostly delivered on time. We communicated via virtual meetings, emails, and messaging apps.What did you find most impressive about them?I was impressed by their support in the background.Are there any areas they could improve?They could have been more attuned to my industry. --- #### Administrative Support for Real Estate Solution Co **The Project** - Services: Sales Outsourcing - Project size: $10,000 to $49,999 - Project length: Oct. 2022 - Oct. 2025 **Project Summary**: Prialto provided administrative support for a real estate solution company's sales team. Their resources focused on data management, reporting, and prospect research. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive Chairman, Corporate Settlement Solutions - Industry: Banks - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Oct 23, 2025 **Feedback Summary**: Prialto delivered timely, accurate work, including regular reports and data updates. Their communication was smooth, and backup coverage ensured seamless support. The client was highly satisfied and had no concerns. ""I was impressed with the excellent quality of the individual assigned to our account."" **BACKGROUND** Please describe your company and position.I am the Executive Chairman of Corporate Settlement SolutionsDescribe what your company does in a single sentence.Provide real estate appraisal, title and closing solutions to regional mortgage lenders for both first mortage and home equity lending. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Provide administrative support to our sales team **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?High ratingsPricing fit our budgetGood value for costHow many teammates from Prialto were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Support sales executive with entry and organization of data in Hubspot.  Generate monthly performance reports and deliver to customers.  Search for prospect data.   **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Monthly creation and delivery of our performance reports to customers.  Weekly attendance at sales meetings.  Organization and updating of sales data in Hubspot.  Regular searching for data regarding identified sales prospects.Describe their project management. Did they deliver items on time? How did they respond to your needs?Our assigned Sales Assistant, Matt, did an excellent job for us.  Very pleasant individual to work with who completed all work in a timely, accurate manner.What was your primary form of communication with Prialto?In-Person MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I was impressed with the excellent quality individual assigned to our account as a Sales Assistant.  Backup efforts to provide seamless work coverage when assigned sales assistant out of office.Are there any areas for improvement or something Prialto could have done differently?No areas of concern. --- #### Virtual Assistance Services for Executive Coaching Co **The Project** - Services: Back Office Outsourcing - Project size: $10,000 to $49,999 - Project length: Jan. 2023 - Oct. 2025 **Project Summary**: Prialto provided virtual assistant services for an executive coaching company. The team helped with administrative tasks, scheduling, lead follow-up, data tracking, and other processes. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Director, Executive Coaching Co - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Oct 17, 2025 **Feedback Summary**: Thanks to Prialto's support, the client doubled their capacity for serving customers. The team was very responsive to feedback and deadlines. They communicated through virtual meetings, emails, and messages. The client was impressed with the layers of support the team provides. "“I was really happy with the service.”" **BACKGROUND** Please describe your company and position.I am the Managing Director of an executive coaching company. Describe what your company does in a single sentence.Provides executive coaching. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Help with administrative tasks and scheduling to help free up my time for client work. **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsPricing fit our budgetGood value for costHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.My Virtual Assistant through Prialto helped schedule my clients and other appointments, assistant with lead follow up and tracked data and processes for me.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I was able to double my client capacity because I had the help. Describe their project management. Did they deliver items on time? How did they respond to your needs?They were very responsive to feedback and deadlines. What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They had layers of support so that my VA never had to work entirely alone. This meant that I did not have to manage every element of my VA's training or process, she had the support of her team to go to with questions as well. Are there any areas for improvement or something Prialto could have done differently?Can't think of anything. I was really happy with the service.  --- #### Data Collection Services for Shoe Data Collection Company **The Project** - Services: Back Office Outsourcing - Project size: $10,000 to $49,999 - Project length: Mar. 2025 - Ongoing **Project Summary**: Prialto provides ongoing data entry services for a running shoe data collection company. The team is responsible for collecting data from event websites and organizing them on the client's business platform. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Jewell Running Group - Industry: Advertising & marketing - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Aug 27, 2025 **Feedback Summary**: Prialto's work has enabled the client to do more event work, increasing their revenue. The team provides timely deliverables, asks good and timely questions, and takes the client's ideas and makes them better. The client is impressed with the Prialto team's devotion to their project. ""Prialto's entire team is devoted to our project."" **BACKGROUND** Please describe your company and position.I am the Owner of Jewell Running GroupDescribe what your company does in a single sentence.A marketing company that collects data on what shoes runners wear. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Support Data importingOrganize company structure on our business platformDesign and execute email and social media marketing **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?Great culture fitHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.We collect data on over 70 events globally. The main task is to collect data from the event website and collating that data for our use in catputure running shoe data. It's a critical piece of our business and Prialto has been pivotoat in our ability to take on more event requests.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We are able to take on more event work becuse of the work done on this project. That mean's more revenue for the company. Describe their project management. Did they deliver items on time? How did they respond to your needs?They deliver on time, ask good and timely questions and generally take an idea of mine and make it better. What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Prialto's entire team is devoted to our project. It's not one person. Are there any areas for improvement or something Prialto could have done differently?Not that I can think of now.  --- #### Back-Office Outsourcing for Real Estate Company **The Project** - Services: Back Office Outsourcing - Project size: Confidential - Project length: July 2024 - Ongoing **Project Summary**: Prialto provides back-office support for a real estate company. The team manages the client's calendar, assists with compliance and tax filing documentation, and enters the information to file sales tax. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 3.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Real Estate Company - Industry: Real estate - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Jun 4, 2025 **Feedback Summary**: Prialto's work has helped the client organize their business, allowing them to streamline processes and improve efficiency. The team delivers on time and responds well to the client's needs. The client was impressed with the speed at which Prialto works and the documentation of their workflows. ""We were impressed with the speed at which they worked and the documentation of workflows and processes."" **BACKGROUND** Introduce your business and what you do there.I’m the owner of a real estate company. We’re landlords for commercial and residential real estate. **OPPORTUNITY / CHALLENGE** What challenges were you trying to address with Prialto?We needed to get the business organized. **SOLUTION** What was the scope of their involvement?Prialto provided calendar management services. The team also helped with compliance information and documentation related to tax filings. They entered the information to file sales tax.What was the team composition? We worked with a dedicated team.How did you come to work with Prialto?We found them through an online search. I liked Prialto’s processes and approach, so we chose them.What is the status of this engagement?We started working together in July 2024. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?With Prialto’s help, we had a more organized business, allowing us to streamline processes and improve efficiency.How did Prialto perform from a project management standpoint?They delivered on time and responded well to our needs.What did you find most impressive about them?We were impressed with the speed at which they worked and the documentation of workflows and processes.Are there any areas they could improve?When new processes arose, even small ones, I had to meet with a team of people even though I had one primary contact. Being able to quickly work with my contact could have made some things faster. --- #### Virtual Business Assistance Services for Consulting Co **The Project** - Services: Back Office Outsourcing, Business Consulting, Sales Outsourcing - Project size: Confidential - Project length: Jan. 120 - Ongoing **Project Summary**: Prialto provides business and personal digital support services for a consulting company. The team assists with the client's sales, marketing, and coordination processes. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, Consulting Co - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Feb 26, 2025 **Feedback Summary**: Prialto has done a fantastic job supporting the client, growing alongside them, and assisting them when possible. The team is very responsive and communicates effectively via virtual meetings. Overall, their service provider's people, processes, and use of technology have been impressive. ""Prialto did a fantastic job supporting us."" **BACKGROUND** Please describe your company and position.I am the Founder of a consulting company Describe what your company does in a single sentence.We have been using Prialto for over a decade with our business.  They grew with me from one employee to over 300.  Their service is fantastic and they are very process and technology oriented.  I'm 2025, my wife started working with a Prialto productive assistant on the personal and household side.  She really loves Prialto as the productivity assistant is helping her manage all the household tasks and her scheduling and emails.I highly endorse Prialto. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?SalesMarketingPersonal coordinator **SOLUTION** How did you find Prialto?ReferralOtherWhy did you select Prialto over others?Referred to meHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Prialto provided a variety of support both for our business as well as personal support  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Prialto did a fantastic job supporting us.Describe their project management. Did they deliver items on time? How did they respond to your needs?Very responsive What was your primary form of communication with Prialto?Virtual MeetingWhat did you find most impressive or unique about this company?The people, the processes and their use of technology Are there any areas for improvement or something Prialto could have done differently?No --- #### Outsourced Back-Office Support for E-Commerce Company **The Project** - Services: Back Office Outsourcing - Project size: $10,000 to $49,999 - Project length: Feb. 2024 - Feb. 2025 **Project Summary**: Prialto provided back-office support for an e-commerce company. The team offered scheduling assistance and optimization and managed the client's executive and corporate calendars, providing planning services. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Associate COS, E-Commerce Company - Industry: eCommerce - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Feb 18, 2025 **Feedback Summary**: Prialto completed all the client's requests on time and was very pleasant to work with. The team responded swiftly, was consistently on top of tasks, and communicated efficiently throughout the engagement. Moreover, Prialto demonstrated excellent training skills to backfill when needed. ""They always responded promptly and were on top of tasks and communicative."" **BACKGROUND** Please describe your company and position.I am the Associate Chief of Staff of an e-commerce company Describe what your company does in a single sentence.Online store platform  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?SchedulingExecutive Calendar ManagementExecutive Assistant **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?High ratingsPricing fit our budgetGreat culture fitGood value for costReferred to meCompany values alignedHow many teammates from Prialto were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Scheduling assistance and optimization, executive and corporate calendar management, calendar planning  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Completed all tasks in a timely manner, was very pleasant to work with, very capable, culture fitDescribe their project management. Did they deliver items on time? How did they respond to your needs?They always responded promptly and were on top of tasks and communicative What was your primary form of communication with Prialto?Virtual MeetingWhat did you find most impressive or unique about this company?Ability to seamlessly train and backfill when needed Are there any areas for improvement or something Prialto could have done differently?NA  --- #### Back Office & Market Research for Fractional CFO Firm **The Project** - Services: Back Office Outsourcing, Market Research - Project size: $10,000 to $49,999 - Project length: July 2024 - Ongoing **Project Summary**: Prialto provides back-office support for a fractional CFO firm. The team manages the client's calendar, handles bill payments, conducts market research, and performs administrative tasks. **Review Rating**: 4.5 - Quality: 4.5 - Schedule: 5.0 - Cost: 3.0 - Willing to Refer: 4.5 **The Reviewer** CEO, Tee Up Advisors, LLC - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 9, 2025 **Feedback Summary**: Thanks to Prialto's efforts, the client has saved time. The team delivers mostly on time, responds to needs, and communicates via in-person and virtual meetings, emails, and messaging apps. Their engagement manager has impressed the client, resulting in an overall positive engagement. ""No one is perfect, but they were great."" **BACKGROUND** Please describe your company and position.I am the CEO of Tee Up Advisors, LLCDescribe what your company does in a single sentence.We're a fractional CFO firm **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?executive assitant - take work off my plate **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?Pricing fit our budgetCompany values alignedDifferent business modelHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.• Calendar Management: Organizing schedules, setting up appointments, and ensuring smooth coordination to maximize productivity.• Payment of Bills: Handling bill payments accurately and on time while maintaining proper records for your review.• Market Research: Conducting thorough research to provide actionable insights tailored to your needs.• Managing Other Admin Tasks: Taking on a variety of administrative responsibilities, prioritizing efficiency and attention to detail. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Saved timeDescribe their project management. Did they deliver items on time? How did they respond to your needs?yes. they mostly delivered according to their promises. No one is perfect, but they were great.What was your primary form of communication with Prialto?In-Person MeetingVirtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?when 1 EA fails, the engagement manager steps in and finds you another. Are there any areas for improvement or something Prialto could have done differently?Be clearer about how many hours 1 "credit" translates to. I never know if I've over/under utilized my allotment.  --- #### Executive Assistant Services for Nonprofit Organization **The Project** - Services: Back Office Outsourcing, Document Digitization & Management, Transcription - Project size: $10,000 to $49,999 - Project length: Jan. 2000 - Ongoing **Project Summary**: Prialto provides executive assistant services to a nonprofit organization. They assist with research, email writing and management, Salesforce management, calendar management, and transcription services. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Students For Liberty - Industry: Non-profit - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jan 6, 2025 **Feedback Summary**: Prialto has been a reliable resource, helping the client save time and complete tasks that would otherwise get overlooked. They also train a backup assistant, ensuring the client has support even when the primary assistant is unavailable. Moreover, the team is responsive and on point.This review is an update by the client company. The original content is located below the new review. ""They are on point and respond quickly."" **BACKGROUND** Please describe your company and position.I am the CEO of Students For LibertyDescribe what your company does in a single sentence.Students For Liberty is a non-profit organization with 81+ staff members that trains and supports pro-liberty students in the United States and around the world.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Executive AssistantEmail and calendar managementMiscellaneous **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsGood value for costgreat systemHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.ongoing transcription services salesforce management email writing research calendar management email management receipt management  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?time saver. Reliable resource. Getting things done that otherwise would fall to the wayside Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, they are on point and respond quickly.What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I like their system that they always train a back up. Thus, if one assistant leaves there is always another ready to go including when your primary assistant is sick. So there is always supportAre there any areas for improvement or something Prialto could have done differently?NA **UPDATED REVIEW** This review was published on Dec 29, 2024.Kenneth WagnerDirector of Development, Students For LibertyNonprofitMcLean, Virginia51-200 EmployeesJan 2020 - Ongoing$10,000 to $49,999VerifiedProject summaryPrialto provides administrative support for a student organization. The team handles calendar management, email prioritization, data entry services, meeting transcriptions, travel booking, and general research.Feedback summaryPrialto has been embedded into the client's workflow, allowing them to focus on high-value tasks. The team functions independently and prioritizes tasks efficiently, communicating via emails and messaging apps. Their professionalism and understanding of the client's needs are impressive.BACKGROUNDPlease describe your company and position.I am the Director of Development of Students For LibertyDescribe what your company does in a single sentence.we are the world's largest classical liberal student organization operating in over 110 countries.OPPORTUNITY / CHALLENGEWhat specific goals or objectives did you hire Prialto to accomplish?Provide administrative support to the CEO and other senior leadership team membersRemove administrative burden from senior leadership team members in order to enable them to focus on higher value tasksSOLUTIONHow did you find Prialto?ReferralWhy did you select Prialto over others?High ratingsPricing fit our budgetGreat culture fitGood value for costReferred to meCompany values alignedDescribe the scope of work in detail. Please include a summary of key deliverables.The virtual assistant provides calendar management, email prioritization, data, entry services, meeting note transcriptions, calendar coordination, travel booking, and more general research functions.RESULTS & FEEDBACKWhat were the measurable outcomes from the project that demonstrate progress or success?The virtual assistant has been embedded in the workflow of our organization so that multiparty meetings, somewhat complex which is the arrangements, travel planning and data flow management all happens smoothly without a lot of intervention required. This is enabled the senior leadership team to focus on high value-adding tasks Without needing to worry about making sure that all the necessary administrative details are being taken care of.Describe their project management. Did they deliver items on time? How did they respond to your needs?Our virtual assistant functions largely independently. He receives tasks and requests from multiple senior leadership team members, and this is responsible for prioritizing them and getting them done. This happens routinely so much so that we don't need to think about getting these things done from a project management perspective. We simply know that they will be done. Prialto has removed a tremendous burden from everyone's consciousness, which we greatly appreciate.What was your primary form of communication with Prialto?Email or Messaging AppWhat did you find most impressive or unique about this company?Over the years, we've worked with multiple virtual assistants from Prialto. Every one of them has been able to hit the ground running and demonstrated a high level of professionalism and understanding of our needs, motives for operating, systems and processes, etc. There is clearly a lot of work that has been done in the background that in Naples they train staffers to meet the unique needs of each individual client.Are there any areas for improvement or something Prialto could have done differently?No. RATINGS: Overall rating: 5.0   Quality: 5.0    Cost: 5.0    Schedule: 5.0    Willing to refer: 5.0     --- #### Call Center Services for Mental Health Counseling Firm **The Project** - Services: Call Center Services - Project size: $10,000 to $49,999 - Project length: Jan. 2023 - Ongoing **Project Summary**: Prialto provides virtual assistant services for a mental health counseling firm. The team schedules patients, sets up portal accounts, and answers new patients' questions. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Practice Owner & Counselor, Houston OCD Counseling - Industry: Medical - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 20, 2024 **Feedback Summary**: Thanks to Prialto's efforts, the client has gained more patients and increased revenue. The team is always supportive and attentive to the client's needs. Prialto has a backup assistant in case the main assistant is unavailable. Overall, the client is pleased with the engagement. ""They are always supportive."" **BACKGROUND** Please describe your company and position.I am the Practice Owner/Counselor of Houston OCD CounselingDescribe what your company does in a single sentence.I specialize in Mental Health Counseling for OCD. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Directing Patients in Use of Our PortalScheduling Patients **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?Pricing fit our budgetHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Scheduled Patients, Set Up Portal Accounts, Answered New Patient Questions **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?More Patients, Making More MoneyDescribe their project management. Did they deliver items on time? How did they respond to your needs?They are always supportive and don't make mistakesWhat was your primary form of communication with Prialto?Virtual MeetingWhat did you find most impressive or unique about this company?They always have a backup assistant if the main assistant is sick or offAre there any areas for improvement or something Prialto could have done differently?No --- #### Back-Office Outsourcing for Multi-Industry Enterprise **The Project** - Services: Back Office Outsourcing - Project size: $10,000 to $49,999 - Project length: Sep. 2024 - Ongoing **Project Summary**: Prialto provides back-office outsourcing services for a multi-industry enterprise. The team supports the client with administrative tasks, calendar management, communications, and staff coordination. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Joe East Enterprises - Industry: Retail - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Dec 10, 2024 **Feedback Summary**: Prialto's assistance helps the client stay punctual, ensure they are where they need to be, and keep their future engagements organized. The team impresses the client with their stability and ability to provide backups when required. They also complete tasks on time and communicate via email. ""They're incredibly stable and always provide a backup."" **BACKGROUND** Please describe your company and position.I am the CEO of Joe East EnterprisesDescribe what your company does in a single sentence.Securty retail and service, project managment and new construction, real estate, and spirits retial.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Calendar managementOptimize my utilization /timekeep staff organized and communication **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsPricing fit our budgetDescribe the scope of work in detail. Please include a summary of key deliverables.Admin assistant. Schedule, commuincations, cooridnation.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I am on time, on location, and time is organized in the future. Describe their project management. Did they deliver items on time? How did they respond to your needs?yesWhat was your primary form of communication with Prialto?Email or Messaging AppWhat did you find most impressive or unique about this company?They're incredibly stable and always provide a backup.Are there any areas for improvement or something Prialto could have done differently?no very happy  --- #### Back Office & Sales Outsourcing & Email Mktg for Payment Co **The Project** - Services: Back Office Outsourcing, Email Marketing, Sales Outsourcing - Project size: Less than $10,000 - Project length: Oct. 2024 - Ongoing **Project Summary**: Prialto provides back office and sales outsourcing services for a payment company. The team manages the client's email and social media marketing, calendar, and sales outreach. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Millbank FX Limited - Industry: Financial services - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Dec 9, 2024 **Feedback Summary**: Prialto's work has met the client's expectations. The team is consistent and coordinated, demonstrates a structured approach, and communicates clearly via virtual meetings, emails, and messaging apps. Their commitment to understanding the client's business requirements is impressive. ""Prialto really took the time to understand our business and requirements."" **BACKGROUND** Please describe your company and position.I am the CEO of Millbank FX LimitedDescribe what your company does in a single sentence.International payments and currency exhchange.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Handle emailsSales supportReduce admin **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsPricing fit our budgetGood value for costHow many teammates from Prialto were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.PA handling emails, calendar and outreach sales marketing.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Dont have to manage my calendar. Email and linkedin marketing being done consistenly. Cordination with other members of the company. Describe their project management. Did they deliver items on time? How did they respond to your needs?Excellent, clear and structured approach. Strong communications from the start and nothing too much trouble. What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The onboarding and initial phases. Prialto really took the time to understand our business and requirements, enabling a service to be built around that. Are there any areas for improvement or something Prialto could have done differently?None so far.  --- #### Administrative Assistance & Support for Religious Nonprofit **The Project** - Services: Back Office Outsourcing - Project size: Less than $10,000 - Project length: Sep. 2024 - Ongoing **Project Summary**: Prialto provides administrative assistance and support for a religious nonprofit organization. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CFO, Religious Nonprofit - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Dec 5, 2024 **Feedback Summary**: Prialto has been an amazing partner, providing timely communication and staying on top of administrative tasks. The team is highly organized and attentive to detail, and they communicate well via email and messaging apps. ""They have been amazing."" **BACKGROUND** Please describe your company and position. I am the CFO of a nonprofit company Describe what your company does in a single sentence.We start new churches. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Administrative Support **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?High ratingsHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Administrative assistance and support **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?NoneDescribe their project management. Did they deliver items on time? How did they respond to your needs?Yes, they have been amazing.  Very timely in communication and on top of administrative tasks.What was your primary form of communication with Prialto?Email or Messaging AppWhat did you find most impressive or unique about this company?Organization and attention to detail.Are there any areas for improvement or something Prialto could have done differently?No. --- #### Event Management Services for Business Services Company **The Project** - Services: Event Management - Project size: Confidential - Project length: Jan. - Dec. 2024 **Project Summary**: Prialto provides event management services for a coaching company. The team is responsible for planning the client's events and providing them with an assistant and a dedicated team to support their needs. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** President, Khouri Coaching - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Nov 13, 2024 **Feedback Summary**: Prialto provides impressive support, demonstrates strong dedication, and offers excellent managed service, allowing the client to leverage best practices. The team meets deadlines, is responsive, and ensures everything runs smoothly, enabling the client to focus on larger, high-priority projects.  ""I am impressed with the support I receive from Prialto."" **BACKGROUND** Please describe your company and position.I am the President of Khouri CoachingDescribe what your company does in a single sentence.TBD **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Event Planning **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?Good value for costHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.I am impressed with the support I receive from Prialto. I work closely with my assistant, who has a dedicated team behind her that I collaborate with regularly.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The managed service has been a game changer—it allows me to leverage Prialto’s best practices, helping me get the support I need more quickly and easily. Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, on time and responsive.What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The engagement manager, provides exceptional service. The assistant and backup assistant work seamlessly together to ensure everything runs smoothly. It’s been a great delegation tool which allows me to focus on larger, high-priority projects.Are there any areas for improvement or something Prialto could have done differently?NA --- #### Back-Office Outsourcing for Youth Soccer Club **The Project** - Services: Back Office Outsourcing - Project size: $10,000 to $49,999 - Project length: Jan. 2022 - Jan. 2024 **Project Summary**: Prialto provided back-office outsourcing services to a youth soccer club. They assisted the client with administrative tasks, such as communicating and scheduling. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 4.0 - Willing to Refer: 5.0 **The Reviewer** President, Youth Soccer Club - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Feb 14, 2024 **Feedback Summary**: Prialto helped improve the client's processes. Their team deployed a great manager who oversaw their team members' performance. They also impressed the client with their management structure and communicated via virtual meetings. ""Their management structure was impressive."" **BACKGROUND** Please describe your company and position. I am the President of a sports company Describe what your company does in a single sentence.Youth soccer club **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Administration tasksSchedulingCommunication **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsGreat culture fitHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Small admin tasks **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Helped improve processesDescribe their project management. Did they deliver items on time? How did they respond to your needs?Great manager to oversee actual team memberWhat was your primary form of communication with Prialto?Virtual MeetingWhat did you find most impressive or unique about this company?Their management structure was impressive.Are there any areas for improvement or something Prialto could have done differently?NA --- #### Virtual Assistant & Mktg Support for Sales Training Services **The Project** - Services: Back Office Outsourcing, Content Moderation Services - Project size: $10,000 to $49,999 - Project length: Feb. 2019 - Aug. 2023 **Project Summary**: Prialto provided virtual assistant and marketing support services for a sales training company. Prialto provided a virtual assistant that supported the client with marketing efficiency.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive, YOSD Consulting - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Aug 31, 2023 **Feedback Summary**: Prialto's work resulted in increased revenue and brand recognition for the client, meeting their expectations. The team provided impressive customer service and continuous improvement. Prialto was very professional and good at solving issues, providing quick responses and meeting deadlines. ""I was impressed with their culture and team spirit."" **BACKGROUND** Please describe your company and position.I am an executive at YOSD ConsultingDescribe what your company does in a single sentence.Sales training, coaching and consulting **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Free up time for CEOImprove marketing efficiency **SOLUTION** How did you find Prialto?ReferralWhy did you select Prialto over others?High ratingsPricing fit our budgetReferred to meHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Virtual Assistant services that encompassed a lot of responsibilities, and tasks. long term projects, and ongoing and impromptu tasks. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Our business grew - revenue and brand recognition. We implemented several new programs and marketing campaigns.Describe their project management. Did they deliver items on time? How did they respond to your needs?Very professional, quick response time, and good at solving any issues.What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I was impressed with their culture and team spirit. Continuous improvement. Client service.Are there any areas for improvement or something Prialto could have done differently?Not really --- #### Lead Gen, Data Entry & Admin Tasks for Financial Services Co **The Project** - Services: Back Office Outsourcing, Document Digitization & Management, Sales Outsourcing, Staffing - Project size: Confidential - Project length: July 2023 - Ongoing **Project Summary**: A financial services company has hired Prialto to help with their lead generation and administrative tasks. They are responsible for building the leads database, scheduling meetings, and other data entry tasks. **Review Rating**: 4.5 - Quality: 4.5 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Partner, Investment Management Company - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Aug 18, 2023 **Feedback Summary**: Prialto has successfully created the data repository without any major errors. The team is responsive, accommodating, and communicative, ensuring maximized efficiency with their workflow. Overall, their flexibility and communication skills have impressed the client. ""They are very flexible and great communicators."" **BACKGROUND** Please describe your company and position.I am the Partner of a financial services companyDescribe what your company does in a single sentence.Long/short fundamental research hedge fund **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Administrative tasksInvestor Relations CommunicationData entryCRM managementMisc research processes **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?High ratingsPricing fit our budgetGood value for costHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Main project was helping to build our leads database via extensive online research. Prialto was particularly helpful in data aggregation and transfer into our CRM platform. We've had ongoing administrative tasks including meeting scheduling, accommodations/flight booking, and ongoing data entry from incremental sales and investor relations conversations into our CRM. We've also had them conduct miscellaneous research and data scraping from different online repositories. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Successful and organized creation of data repository. Minimal errors.Describe their project management. Did they deliver items on time? How did they respond to your needs?Strong/high personal touch, very accommodating. They were quick to ask questions and iterate on workflows to maximize efficiency.What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They are very flexible and great communicators.Are there any areas for improvement or something Prialto could have done differently?Provide more proactive help... help brainstorm areas via leveraging projects done with other clients. --- #### Backoffice Outsourcing for Sales Training Company **The Project** - Services: Back Office Outsourcing, Customer Service Outsourcing - Project size: $10,000 to $49,999 - Project length: Jan. 2022 - Ongoing **Project Summary**: Prialto provides back-office outsourcing services for a sales training company. Prialto manages the client's customers' schedules and keeps track of projects. Prialto also assists with administrative work. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Principal Consutlant, Revenueify - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 28, 2023 **Feedback Summary**: Prialto's work has helped the client attract new customers and increase their revenue. Prialto goes above and beyond to have great communication with the client. The team has exceeded the client's expectations and met their needs. ""They have exceeded our expectations in meeting our needs."" **BACKGROUND** Please describe your company and position.I am the Principal Consutlant of RevenueifyDescribe what your company does in a single sentence.Sales Training and Sales Consulting Services. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prialto to accomplish?Freed up time for us to focus on growing the businessManage Customer Scheduling **SOLUTION** How did you find Prialto?Online SearchWhy did you select Prialto over others?Company values alignedHow many teammates from Prialto were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Prialto was engaged to help us manage customer schedules and keep on track with our projects. In addition, they help by completing admin items in the background to ensure that we deliver great customer experiences. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We have been able to grow our revenue by taking on additional clients.Describe their project management. Did they deliver items on time? How did they respond to your needs?They have exceeded our expectations in meeting our needs.What was your primary form of communication with Prialto?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They go above an beyond to create great communication.Are there any areas for improvement or something Prialto could have done differently?NA --- #### Back Office Outsourcing for Real Estate Company **The Project** - Services: Back Office Outsourcing - Project size: $200,000 to $999,999 - Project length: Aug. 2020 - Ongoing **Project Summary**: Prialto provides back office outsourcing services to a real estate firm. They've deployed administration and support personnel in the accounting, IT, supply chain, HR, and internal communications departments. **Review Rating**: 4.5 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 4.5 **The Reviewer** Employee, Real Estate Company - Industry: Real estate - Client size: 11-50 Employees - Review Type: Survey Response **The Review** — Dec 21, 2022 **Feedback Summary**: Prialto has delivered great outcomes for the client. Their team impressed the client with the knowledgeable resources they provided to their departments. They also offer convenient communication via phone and virtual meetings. ""I'm impressed by the knowledgeable administration and support personnel they hired."" **BACKGROUND** Briefly describe what your company does and your role there.  My company is in the real estate and property management sector. We obviously manage properties. Single family homes and townhouses are our biggest and most known. **OPPORTUNITY / CHALLENGE** What were your company's goals when you started looking for a partner? Initially our company was looking at contracting contingent workers for non-client-facing services. These include administration and support personnel in departments such as accounting, IT, supply chain, HR, internal communications, and more. **SOLUTION** Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables. The scope of what the Back Office Outsourcing partner includes administration and support personnel in departments such as accounting, IT, supply chain, HR, internal communications. How many people does your company work with? 6–10 How did you find this provider? A directory of outsourcing companies Why did you choose to work with them? High ratings or positive reviews Pricing fits our budget Good value for cost Referred to me by a trusted source Company values aligned **RESULTS & FEEDBACK** What are the results or deliverables of this partnership that demonstrate progress or success? It was a proven good outcome as it helped with administration and support personnel as I mentioned. In very important departments such as accounting, IT, supply chain, HR, internal communications. How does your team communicate with this service provider? Virtual Meetings Phone calls What did you find most impressive or unique about this company? I'm impressed by the knowledgeable administration and support personnel they hired in the departments such as accounting, IT, supply chain, HR, internal communications. --- #### Back Office Outsourcing for Insurance Company **The Project** - Services: Back Office Outsourcing - Project size: $10,000 to $49,999 - Project length: Mar. 2018 - Ongoing **Project Summary**: Prialto provides back-office support for an insurance company. They ensure good customer experiences and help customers find products that ultimately correspond to their goals. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Employee, Insurance Company - Industry: Financial services - Client size: 1-10 Employees - Review Type: Survey Response **The Review** — Dec 21, 2022 **Feedback Summary**: Prialto has helped the client improve their business and have better reliability in their teams. In addition, they've been increasing sales and managing their clients better. ""We have been steadily climbing with sales in our company and are managing our clients better."" **BACKGROUND** Briefly describe what your company does and your role there.  I sell insurance and own a branch with my own sales team for farmers insurance. **OPPORTUNITY / CHALLENGE** What were your company's goals when you started looking for a partner? Improving the cost efficiency, improve productivity, better payroll outsourcing. **SOLUTION**   Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables. Making sure my clients have good customer experiences using my services and always make sure to get the product that ultimately fits their goals. We sell insurance so we are designed to improve customer confidence and retain customers. How many people does your company work with? 1–5 How did you find this provider? Online organic search Why did you choose to work with them? High ratings or positive reviews Close to my geographic location Pricing fits our budget Great culture fit Good value for cost Referred to me by a trusted source Company values aligned **RESULTS & FEEDBACK** What are the results or deliverables of this partnership that demonstrate progress or success? Better reliability in my team and overall acceleration of my business was exponential. We have been steadily climbing with sales in our company and are managing our clients better. How does your team communicate with this service provider? In-Person Meetings Virtual Meetings Phone calls Email or Messaging App Project Management platform What did you find most impressive or unique about this company? We have been steadily climbing with sales in our company and are managing our clients better. --- #### BI & Analytics & Social Media Marketing for Consulting Firm **The Project** - Services: BI & Big Data Consulting & SI, Social Media Marketing - Project size: $10,000 to $49,999 - Project length: Jan. - Mar. 2020 **Project Summary**: Prialto provided BI and analytics and social media marketing for a consulting firm. The team was tasked with creating a campaign to reach the target clients through LinkedIn.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Partner, Cultivate Advisors - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Dec 14, 2021 **Feedback Summary**: Thanks to Prialto's engagement, the client was able to reach a new client and receive 800 LI connections for 2 months. The team demonstrated a seamless workflow by providing progress updates. They were flexible and supportive in the partnership. ""They were adaptive to individual client needs, and the robust support behind them was impressive."" **BACKGROUND** Please describe your company and your position there. I'm a Partner at a consulting firm that works with small business owners from the 500k-25M revenue range. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? We needed a disciplined, detailed outreach campaign to prospecting business owners via Linkedin. I wanted someone who could not only put in the activity, but also think critically to help achieve the desired outcome. **SOLUTION** How did you selecPrialto and what were the deciding factors? I really like the amount of back end support each Productivity Assistant, and how professional their onboarding process was. Describe the project in detail and walk through the stages of the project. Create business development list - craft messaging for certain personas - decide on cadences for outreach - follow up on said cadences - send daily reports with responses - rinse and repeat! How many resources from the Prialto team worked with you, and what were their positions? PA was my primary support piece, I was also helped out by Fredi (sales leader) who got me paired with the right PA for my BD needs, along with Sara who was instrumental on the onboarding process and backend PA support. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? I sourced a new client within 1 month of partnering with Prialto! Over 800 new LI connections in a 2 month period. How effective was the workflow between your team and theirs? Extremely effective, love the daily reports. What did you find most impressive or unique about this company? They were adaptive to individual client needs, and the robust support behind them was impressive. Are there any areas for improvement or something they could have done differently? No, executed exactly as contracted and then some. --- #### Virtual Assistant Services for Nonprofit Organization **The Project** - Services: Business Consulting - Project size: $10,000 to $49,999 - Project length: Jan. 2021 - Ongoing **Project Summary**: Pialtro has provided virtual assistant services for a nonprofit organization. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Conscious Capitalism, Inc. - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Sep 16, 2021 **Feedback Summary**: Thanks to Prialtro's engagement, they have gone the extra mile to exceed the client's business goals. The team has communicated well to provide progress updates and feedback. They have been responsible, dynamic, and detail-oriented throughout the workflow. ""Their attention to detail, productivity, and accountability have been impressive throughout the workflow."" **BACKGROUND** Please describe your company and your position there. I have worked with Prialto for several years now and can't speak highly enough about them. I have worked with both in-person and virtual assistants over the years. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? Virtual assistant services. **SOLUTION** How did you select Prialtro and what were the deciding factors? I have tried several individuals and companies over the years. Describe the project in detail and walk through their service package. Virtual assistant services How many resources from the Prialtro team worked with you, and what were their positions? While I have a dedicated assistant, I interact with her manager, substitutes, and other team members on a regular basis who help her. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? Scheduling, data management, drafting documents, and really anything that needs to be done. Prialto is by far the best assistant services I have had yet.Not only is there a dedicated assistant, they have a team supporting them, I get daily updates on what was accomplished, and if they don't know how to do something, they are quick to learn how. Thank you, Prialto! How effective was the workflow between your team and theirs? So smooth! We do a weekly Zoom to touch base and talk regularly on Slack, like with my other team members. What did you find most impressive or unique about this company? Their attention to detail, productivity, and accountability have been impressive throughout the workflow. Are there any areas for improvement or something they could have done differently? None --- #### Virtual Project Coordinator for Consulting Firm **The Project** - Project size: $10,000 to $49,999 - Project length: Apr. 2019 - Ongoing **Project Summary**: A consulting firm hired Prialto so that they could leverage their virtual assistance services for their business. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, GenuineShift - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Sep 7, 2021 **Feedback Summary**: The Prialto team's project coordination services allow the company to keep track of important deadlines which allows them to successfully juggle multiple tasks. The company was most impressed by the team organization and appreciated how they constantly asked for feedback on their services. ""They are very organized."" **BACKGROUND** Please describe your company and your position there. I'm the founder of a consulting firm. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prialto? I hired Prialto so I could leverage assistance virtually. **SOLUTION** How did you select this firm and what were the deciding factors? They were known to me as a reliable business partner within my industry. Describe the project in detail and walk through their service package. In addition to confirming appointments, she helps me with details as I prepare for certain events including research on LinkedIn. How many resources from the vendor's team worked with you, and what were their positions? I have the main coordinator and have direct access to her manager. They always are organized around having a backup when she's out on PTO. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? My project coordinator keeps me on track and is on the lookout for deadlines that are looming and brings things to my attention that I may have missed while juggling multiple tasks. How effective was the workflow between your team and theirs? When something doesn't go smoothly, I'm the culprit! They are very organized. What did you find most impressive or unique about this company? EVERY day they ask for feedback and provide a summary of key activities accomplished that day. Are there any areas for improvement or something they could have done differently? I'm always open to feedback and tips for how I could more fully leverage their service. --- ## Portfolio & Awards ### Eliminating Executive Assistant Turnover The Problem James Orsillo is Partner and Chief Financial and Operating Officer at Underscore VC, and executive support is one of his responsibilities. When James contacted Prialto, Underscore had one assistant supporting six executives. While James knew they needed to add support he was wary of hiring and training new executive assistants only to have them quit.  “We had gone through some of the pain of hiring and training people and they leave, and you start over,” he said. “The executive assistant was a high turnover position in every company I have worked at, and I saw Prialto’s model as a way to avoid that.”  The bottom line: “We want to make sure that everyone has adequate resources without adding more management overhead, and a solution that could grow and flex to our exact needs,” James said. “Prialto’s managed service model gives us a lot of options to tailor administrative services for different executives and can grow with us.”  The Goal Accelerate adding executive assistants without the cost and disruption of hiring, training, and frequent turnover.  Our Solution Underscore started with two Productivity Assistants (PAs) to schedule executive meetings, coordinate travel, and file expenses for two partners. “One of the partners told me how much value the PAs were adding beyond calendar and expense management, doing project work too, so we expanded from there.” Results “We all like that the service is seamless, we don't have to worry about what the assistants are doing or if they are out of the office because there’s a backup and a team that is managing everything in the background. There’s huge value in the flexibility to add resources when workloads grow.”  Getting to “seamless” support took time. "You can’t expect any human to read your mind,” James said. “I had to spend some time creating a cadence for how frequently you check in, a set of objectives for what you need to learn and train on, and then follow up. Once I did that, the service became a lifesaver.” ### Scaling Executive Support The Problem Matt Paulson is the Development Chief of Staff for the company, responsible for executive support. At the time Matt came onboard CytomX, the company’s four internal executive assistants were supporting 20 executives, which was becoming unsustainable. "Our internal executive assistants were overwhelmed. Things were slipping through the cracks. We engaged Prialto to take on scheduling, travel, and expense management.” The CytomX executive team was growing faster than the admin team could keep up. Recruiting, hiring, training, and managing new admins, with one admin assigned to three to five executives, was time-consuming and would require additional HR and management resources. The company was drawn to Prialto’s managed service model, where Prialto hires, trains and manages virtual assistants—CytomX executives just tells Prialto’s Engagement Managers what they need, and Prialto Productivity Assistants (PAs) get it done. The Goal Adding administrative support for the executive team without adding management overhead Our Solution “The managed service is seamless,” Matt said. “The Prialto assistants, their managers and backup assistants work together in the background to get things done. I don’t have to worry about who is doing it, I just know they will handle it.” Prialto supports 11 CytomX executives, scheduling meetings and managing tasks like travel and expenses, and giving CytomX execs and admins more than 600 hours per month they can use for more strategic work. “Personally, I love the service,” Matt said. “Any tasks I ask for are done by the end of the day.” “Prialto is a no brainer,” he said. “You get a super responsive service you can trust, without any added personnel." Results "Prialto’s service has been a game changer,” Matt said. The PAs have alleviated the workload of our international executive assistants and accelerated operations. “Our CFO was so happy he wanted all of the executives in his group to have a Prialto assistant." ### Supporting Sales Teams The Problem As the VP of Enterprise Solutions at Ascendant, Rob Graham is responsible for supporting sales operations. The sales team was hindered by the amount of admin work— data analysis, email outreach, scheduling meetings, and reporting—eating up hours every day. Recruiting, interviewing, hiring, training, and managing support staff would be time consuming and require more HR and management resources. Ascendant turned to Prialto to offload those tasks. The Goal Growing top-line revenue. Ascendant wanted to free its sales team to spend more time selling without adding additional management and HR overhead. Our Solution Prialto PAs support Ascendant’s sales team with data analysis, list building, CRM data entry and management, lead follow-up, and appointment setting. They also generate and run reports for each salesperson that go to the COO. “These tasks are an important part of the sales process but can be tedious and time consuming,” Rob said. “The Prialto assistants allow our sales executives to focus on growth.” “We started with a few PAs. After seeing the value, the relationship expanded to assign one to every salesperson, and they love the service,” Rob said. “Best of all, they don’t require any hand-holding by me or anyone else. We just tell them what we need, and they get it done.” Rob works directly with Prialto’s Engagement Manager. When they identify a new task to offload, the Engagement Manager and Prialto’s managers train PAs on the new process. “So much happens in the background that I don’t need to worry about,” Rob said. The Results In addition to providing sales support, assistants handle scheduling, travel planning, and expense reports for Ascendant executives. “What I love about the service is that it is seamless and requires very little management,” Rob said. “The onboarding was effortless, backup PAs for continuity—Prialto has thought of everything.” ### Maximizing Producers Productivity The Problem Historically, the company assumed employees would complete all their many administrative tasks themselves, such as scheduling, expense reports, CRM updates, research, and their own travel arrangements. When CEO Andy Barrengos joined the company, he set in motion a series of important shifts across the organization, with an emphasis on growth. Among the implications, that meant boosting efficiency and productivity by providing support to the company’s producers and executives. The Goal Producers wanted to spend more time with clients and prospects, and less time on process-oriented administrative tasks – but they didn’t want or need full time support or in-house staff. Our Solution Starting with a pilot project with 3 assistants, Woodruff Sawyer quickly began to see leverage within the team. Phase two of the rollout expanded the service to other top producers as well as sales operations. Within 18 short months, the company has tapped the talent of 19 Prialto assistants, supporting sales and operations executives across the U.S. The key to the rollout’s success, says Tom Batchelder, a sales productivity leader for the company, was to start small and slow and to focus on increasing efficiency and productivity from there. Prialto has been a game changer for Woodruff Sawyer, freeing hours each day for the company’s top producers and executives. Tasks don’t slip through the cracks, and they have gained back the bandwidth to focus on more value-added work for their clients. Results Prialto assistants provide more than 1000 hours of “productive time” each month back to the firm’s top producers. Prialto helps the Woodruff Sawyer producers and the ops teams maximize their investment in Salesforce by inputting all data / interactions based on company standards and keeping reports up to date. Executives leverage their assistants for many admin and sales support tasks, such as inbox management, prospect research, social media, and helping them become more efficient. ### Sales Teams Experience Impact The Problem Castlight Health, like other fast growing public companies, lacked the time, expertise, and resources needed to build an administrative layer for their senior producers and client facing teams. When Castlight’s head of sales operations first met with Prialto, only a couple of their highest level executives -in a company of 200- had direct support from an executive assistant. Offsite regional sales vice presidents (RVPs) from Charlotte to Portland were managing teams of up to a dozen reps while also juggling basic administrative tasks such as scheduling, expense reports, booking travel, and updating their CRM. Castlight engaged with Prialto to create and manage an administrative support team for its RVPs. The Goal Add administrative support for Regional Level VPs to enable increased sales conversations and drive growth. Our Solution After surveying the Castlight team, Prialto customized an implementation plan that fit each RVP’s workflow. Prialto coached them on easily adoptable time management and delegation techniques. These best practices showed them how to get maximum leverage from their Prialto assistants. This cleared the way for RVPs to quickly offload the following tasks. Results Prialto’s productivity delivers back to Castlight approximately 1200 hours of more value-added time which enables sales executives to increase sales conversations and drive growth. Each RVP’s assistant completes all administrative work, so they can spend more time selling and managing their teams and less time managing logistics. The sales team leverages the up to-date CRM data to better target prospects and nurture relationships. In addition to directly supporting each Castlight executive, Prialto collaborates internally to identify, document, and share best practices. Valuable processes implemented for one Castlight executive can be quickly replicated across the team, to ensure consistency. ### Streamlining Processes The Problem When Graham Company’s President and COO first met with Prialto, Graham was looking for a cost-effective way to provide support while investing for growth at the same time. With their existing and new producers, they found that too much time was being spent on administrative tasks, such as scheduling, prospect research, and CRM updates. Graham also wanted a secure, scalable, and remote service. While they wanted a way to provide producers with sales and admin support, they didn’t want or need full time support for each producer, nor did they need to have these support people physically in their offices. They wanted to support their producers spending more time building relationships and developing new business. That’s when Prialto was brought in. The Goal Graham wanted their producers spending more time building relationships and developing new business without adding full-time support. Our Solution Starting with a pilot of 6 Prialto assistants, Graham quickly saw the value of the additional support. Prialto assistants began by cleaning up all existing account information in Salesforce, ensuring that the producers had accurate and up-to-date information when reaching out to prospects. Now the Prialto engagement manager works with the producers to create customized processes to maximize their productivity. Results All time-consuming processes, like time-tracking and expense reports, are completed accurately and submitted on time so the Graham teams can focus their time and attention on their clients. 1,200+ target accounts were updated in the first two months alone. "The Prialto team streamlined our processes and increased efficiencies allowing us to easily integrate our assistants into our day to day lives. The data in our CRM is much more accurate which also has improved the efficiency of my team. By offloading our admin tasks, our producers are now able to spend more time in the field with prospects and clients.” - Carl Bloomfield, Graham Company ### Virtual Assistants Enable Business Growth The Problem SHRM Hawaii Executive Director Karen Smith tells her story: "I manage nonprofit organizations, so I take them in as contract jobs. I’m in charge of every task related to the organization’s management. A lot of times, I would rather not take a contract if it implies time-consuming work or if it limits how many clients I can take. Whenever I run nonprofit organizations, I take care of their membership, websites, fundraising, and programming, and I also run their board and arrange their meetings. This work involves a lot of small tasks and special requests." The Goal Offload admin tasks to allow for more clients, more revenue, and more kindness. Our Solution "I belong to an association, so I have counterparts in every state. My counterpart in California was having good success with Prialto, and she introduced me to them. I brought Prialto in to help me with time consuming tasks. They’re very good at following up and reminding me of things. Although I heavily invest in technology solutions, sometimes there’s no replacement for human work. Prialto’s process is very smart. They don’t just hire someone and take care of their payroll; they have teams, support, and constant training. There were a lot of virtual assistants out there, but Prialto offered a better approach." Results "Thanks to Prialto’s services, I’ve been able to take in new clients, and I’ve made more money from those clients than what I’ve invested. "I appreciate Prialto’s structure and the education they give to their employees. The thing that I appreciate the most is their kindness. There’s not a lot of kindness in the world. They’ve worked around things for me, and they’ve shown up when they didn’t have to." ### Improving Recruiter Productivity The Problem When CorSource promoted their Staffing Coordinator into a Recruiting Specialist role, they needed someone to take over their team’s admin support needs. However, they determined that hiring an in-house assistant wasn’t a cost-effective solution. So, they decided to find a virtual assistant instead. CorSource’s president had heard positive things about Prialto from a colleague in the industry so, he decided to give it a try. The Goal Free up recruiters from tedious tasks without the cost of hiring an in-house assistant. Our Solution CorSource gave their virtual assistant clear processes and guidelines. Their VA learned the nuances of their business and is able to anticipate what CorSource’s team needs. CorSoure regularly communicates with their VA to set priorities and pivot as needed. Formatting Resumes CorSource’s virtual assistant saves their recruiters time by reformatting all incoming resumes to meet company standards. Job Order Posting Their virtual assistant takes job orders from recruiters and posts them to internal and external systems. Keep Recruiters Up-to-Date CorSource’s VA monitors job notifications, updates their internal system (FieldGlass), and notifies recruiters of changes. Creating Skills Matrices Their virtual assistant sends recruiters documents to make them aware of job requirements. Results Thanks to the coaching and training CorSource’s virtual assistant was given early on, 100% of their work meets or exceeds expectations. CorSource’s team has more time to spend on recruiting and account management. Their team is always up-to-date on job orders since their VA leaves notes for them. They gained an admin support solution that’s more cost-effective than hiring in-house. “We’ve been working with our Prialto team for a year and they are a key asset to our team! Instead of having our recruiters work on the repeatable tasks, we have our team at Prialto to help out." - Maurnet Mueller, Recruiting Specialist ### Less Time on Recruiting EA's The Problem The organization’s leadership team was growing faster than it could recruit, hire, and train executive assistants. The Vice President of Finance and Operations is responsible for executive support, and they needed to speed things up.  "We found some great traditional recruiters, but we still couldn't hire fast enough," the VP said. "We also wanted to look outside the box of the traditional 1-1 executive to admin model because our executives and their team's needs differ significantly. What appealed to us about Prialto was their team approach—we hoped that Prialto would enable us to scale faster and tailor services for each executive." The Goal Adding administrative support for a fast-growing executive team to free executives to focus on their programs and initiatives.  Our Solution Prialto worked with the team to identify 5 executives with distinct types of responsibilities for a pilot program to test the service:   The Head of Talent oversaw the pilot as a potential company-wide staffing model.   The Executive Director of a multi-million-dollar talent program focused on identifying the world's most exceptional students and supporting their visions.  The Director of Strategy oversees ten programs worldwide and has an extraordinarily complex calendar.   The Director of Recruiting is tasked with doubling the organization’s headcount in a year.   A Senior Manager who plans 60 events a year, from dinner gatherings to week-long conferences to VIP retreats.   "So many of us were buried in task management and needed support desperately, I wanted to get help to as many people as possible, but we had to prove the concept first."   Results "I can't tell you how huge the value-add has been for us," the Head of Talent said. "We all get a daily report of everything our assistants do and see how much time we get back. We were concerned that it would take resources to get the assistants up to speed, but it required little effort, which is a tremendous relief."    ### Professional, Scalable Support for Enterprise Team When the new Chief of Staff for one of the world's largest asset management firms joined the company, she was immediately overwhelmed.   She reported having dozens of open recs for on-site executive assistants but faced difficulty finding candidates. When she did hire people, turnover was a problem. Few lasted more than a few months, using the company’s marquis brand to get a better job. In a competitive job market, salaries were high, making turnover even more expensive.  The Chief of Staff wanted a cost-effective, scalable, reliable solution for executive assistant staffing—one that minimized management overhead, training, and turnover.  That's when she turned to Prialto. We developed a pilot program in which she documented the tasks and processes to be offloaded to remote assistants.  Calendar management Task management Support for meetings Team support On-call support General admin support Onboarding support    The Chief of Staff found Prialto to be the ideal partner to build a sustainable service center. The primary drivers for the decision were: The ability to standardize training and build cohorts of assistants. No management overhead was needed from the Chief of Staff and her team. The ability to scale with pre-trained assistants on-demand. Backup assistants and management that ensure quality control, continuity, and enhance scalability. The asset management firm now has a team of 16 assistants, backup assistants, and managers, and is adding assistants at a rate of two per month. ### Free executives from admin tasks The Problem American Microgrid Solutions (AMS) was growing fast.  “Scheduling new customer meetings was my biggest need. I can have six meeting requests in a day, and three intake calls with clients ready to take the next step.”  “We have a small team, and my Harvard-educated, Air Force-trained project manager spent hours every day scheduling meetings, and more time gathering documents from clients.”  All meetings include multiple stakeholders and, as Geoff said, required “herding cats.”  Once a project is approved, the cat herding continues—scheduling subcontractors, inspections, getting permits, requesting documents like utility bill history—are all workflows that can be delegated.  “I brought on Prialto to free myself, my project manager, and my solutions designer from time-consuming administrative tasks so they could focus on revenue-generating work—getting projects off-the ground and in production.”  The Goal Free executives from admin tasks to spend time on revenue-generating work.  Our Solution A Prialto Productivity Assistant (PA) assigned to AMS began by taking over Geoff’s calendar and scheduling new client and intake calls. Prialto managers documented Geoff’s scheduling preferences and follow-up procedures, and trained backup assistants to step in whenever his primary assistant was unavailable.  The Results “The Prialto team has been an excellent addition to American Microgrid Solutions. My PA has freed me of the time and effort spent herding cats to schedule meetings and confirm information. She has developed a real knack for anticipating what I need and making sure that I am prepared.”  “She sends and tracks basic agreements using Docusign as part of our client intake process. She is also in the process of taking over database maintenance work for me. This is important work for us and frees us all to focus on revenue-generating work."  “Bottom Line: Our PA is fantastic to have on the team and I consider as much a part of this company as anyone else.”  ### Clutch Awards - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_data_entry_company_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/clutch_1000_2025_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_virtual_assistant_company_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_bpo_company_small_business_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_virtual_assistant_company_2025_award.svg) ### Industry Recognitions - California Business Journal Best VA Companies - Time Doctor OA500 #313 Top Outsourcing Firm - 2024 - TechRadar Best VA Company for Engagement - Forbes Advisor - Best VA Company For Large Teams - 2021-2023 Top Workplaces Oregon - Midsize Company - Inc 5000 in 2020-2024 ## Key Clients - Headline ## Packages ### Back Office Outsourcing Packages We made pricing easy. We offer our services by what we call a Prialto Unit; a flat monthly rate with no overage fees or hidden costs. All plans include backup support and ongoing consulting with your Engagement Manager who helps you maximize ROI from our services. Add as many units as you need. | Feature | Small ($1,500/month) | Medium ($4,500/month) | Large ($14,500/month) | |---------|---------|---------|---------| | Hours of Support Monthy | 55 hours | 165 hours | 550 hours | | Dedicated Assistant | ✓ | ✓ | ✓ | | Engagement Manager | ✓ | ✓ | ✓ | | Backup Assistant | ✓ | ✓ | ✓ | --- ## About the Team ### Our Story We are Prialto: a Portland-founded, globally distributed team of trained, full-time virtual assistants and managers delivering managed administrative and sales support since 2009. Driven by COILS—Commitment, Ownership, Integrity, Learning, Service—we hire, train, and retain skilled assistants across Latin America, Asia, and Africa to amplify executives, teams, and organizations. Growth milestones include Manila, Nairobi centers, and sustained enterprise and SMB success. ### What Sets Us Apart - A Managed Service Model: Our consultative, managed approach means your assistant(s) will make you and your team more productive without the need to manage another employee. Your assistant relationship comes with built-in management, security, continuity support, documentation, best practices, and more. - Backup Support: When you work with a fractional Prialto assistant, our work is cross-trained among productivity experts who act as backup support. If your assistant goes on leave or gets promoted at any point, we'll fully manage the transition — so you never have to start over. - SOC 2 Type 2 Compliance: Over the past 16+ years, we've built a security infrastructure into our human, information, and physical security systems that includes background checks, security training, and a secure data infrastructure. We're one of the only SOC 2 Type 2 compliante VA services. ## Verification Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services. - Verified Client Reviews: 39 - Overall Review Rating: 5.0 Last Updated: 2026-07-07T09:47:00Z ### Business Entity - Business Entity Name: Prialto, Inc - Source: Oregon Secretary of State Corporation Division - Jurisdiction of Formation: Delaware - Date of Formation: October 28, 2016 - Status: Active - Last Updated: September 1, 2022 - ID: 1262574-92 ### Credit Report Results - International Credit Risk Assessment: Moderate Risk - Source: Creditsafe - Last Updated: January 1, 2022 ## Locations (1) ### Portland, OR (Headquarters) - 919 SW Taylor Street, Suite 400 - Portland, OR 97205 - United States - 201 - 250 employees - Phone: (650)517-7100 ## Connections - Noel Martin Rubio, CFRE (Future Tense Strategies, LLC) - Rachel Melby (Little Hill Real Estate) ## Contact Prialto [Send a message](https://clutch.co/profile/prialto) ### Connect on Social - [LinkedIn](https://www.linkedin.com/company/prialto/) - [Facebook](https://www.facebook.com/Prialto.US/) - [X](https://twitter.com/Prialto) - [Instagram](https://www.instagram.com/prialtoinc/)