Tasks Expert- A Virtual Assistant Company

BACKGROUND

Please describe your company and position.

I am the CEO and Founder of SWAT Financial

Describe what your company does in a single sentence.

We are committed to protecting families and individuals every step of their life’s journey.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• We needed a reliable telesales and appointment setting partner who could help us engage potential clients, schedule meetings with our in house advisors, and most importantly, follow up in a way that built trust and ensured clients truly understood the value of our protection services. Our internal team was stretched thin, and we wanted a partner who could not just generate leads but nurture relationships with potential clients in a meaningful way.

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

Online Search

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

From day one, Tasks Expert took a hands-on approach to understanding our company’s vision, values, and sales process. Their team didn’t just focus on making calls; they fully immersed themselves in our services to ensure they could communicate effectively with potential clients. They also provided high touch follow up strategy rather than making a single call and moving on, they implemented multi step follow ups through phone calls, personalized emails, and well timed text reminders, ensuring no lead was left behind.

RESULTS & FEEDBACK

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

Not only did we see a steady increase in booked appointments, but we also noticed a higher level of engagement from leads who had been nurtured through their follow-up process.

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

Tasks Expert set a high standard for professionalism and responsiveness. Their project management approach was also structured yet flexible, they delivered on time, provided weekly performance reports, and adapted quickly based on our evolving needs.

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

The most impressive aspect of Tasks Expert is their genuine commitment to our mission. 

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

There’s very little that I would change about our experience with Tasks Expert. If I had to point out one area for improvement, it would be the initial learning curve. While their team adapted quickly, the first couple of weeks required some fine tuning the messaging tone to perfectly match our brand’s voice. Overall the experience was amazing.

BACKGROUND

Please describe your company and position.

I am the Manager sekcji of VAN cargo

Describe what your company does in a single sentence.

We are a company which offers a wide range of logistic services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• As a logistics and supply chain company, we knew how important brand visibility is. We wanted to create a brand image that would enhance our operational and internal design. It needed to be a strong, cohesive brand presence across all touchpoints both internally and externally.

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

• Online Search
• Referral

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

Tasks Expert enhanced our brand visibility with bold, high visibility signage for our warehouses, offices, and fleet, turning our vehicles into mobile advertisements. They also provided sleek, professional PowerPoint and Google Slides templates that aligned with our brand, improving the impact of client presentations. Additionally, they designed clean, well structured industry reports, proposals, and case studies, ensuring clarity, credibility, and engagement in our communications.

RESULTS & FEEDBACK

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

The newly branded signage made our warehouses and fleet vehicles look more professional and recognizable, strengthening our brand presence. Internally, the well designed templates and reports improved how we presented information, leading to more productive client meetings and better engagement from stakeholders.

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

Tasks Expert exceeded our expectations when it came to project management. They adhered to deadlines without compromising quality and remained highly responsive to our feedback throughout the process.

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

What impressed me the most about Tasks Expert was their ability to blend creativity with functionality. They didn’t just design for aesthetics; every element served a strategic purpose. 

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

Nil, they performed exceptionally well like an extention of our team.

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of Sleepbear

Describe what your company does in a single sentence.

 We are UK's most hygienic mattress, we also provide luxury and comfort for your best restorative sleep

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• We wanted to to streamline online and phone orders, assist customers with financing or instalment plans, and maximise cross-sell opportunities for complementary products such as pillows, mattress protectors, and bedding. We also wanted to enhance our customer experience

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

• Online Search
• Referral

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

Tasks Expert team took full control  of our call center operations, ensuring smooth and efficient handling of customer inquiries, order placements, payment processing, and product recommendations.

Their team also effortlessly managed our customer purchases across multiple platforms, assisted with financing and installment plans, and strategically promoted complementary products to increase the average order value.

With a strong customer centric approach, they provided friendly and knowledgeable support that enhanced brand trust and improved the overall customer experience.

RESULTS & FEEDBACK

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

Within just a few months, we saw a significant improvement in sales conversions, smoother transactions, and higher customer satisfaction ratings. Their upselling strategies also contributed to an increase in average order value.

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

Their team delivered on time, responded quickly to our needs, and adapted to our business goals with ease. Their structured approach ensured smooth  integration with our existing processes.

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

They didn’t just process orders; they enhanced our entire sales and support experience.

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

Honestly, I was highly satisfied with their services. They delivered the project exceptionally. 

BACKGROUND

Please describe your company and position.

I am the Senior Director of Operations of Amistad Industrial Developers

Describe what your company does in a single sentence.

We are a full service real estate company, offering our clients a broad spectrum of development capabilities for industrial and corporate facilities.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• We needed a reliable back-office outsourcing partner who could seamlessly integrate with our operations, ensuring that our transactions progressed smoothly from listing to closing while maintaining accuracy and compliance.

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

• Online Search
• Referral

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

They effectively managed property records, ensured compliance with zoning regulations, and facilitated smooth title transfers by coordinating directly with escrow officers. Their proactive approach to lease agreements and tenant interactions significantly eased our workload.

RESULTS & FEEDBACK

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

Deals that once took weeks to finalize due to administrative hold ups are now completed with minimal delays. With their help, we have been able to focus more on strategic growth while they handle the critical but time consuming details.

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

Their prooject management process was amazing. They provided real time updates, maintained a structured workflow, and ensured that all deadlines were met. Their communication was outstanding whether it was responding to last minute requests or addressing unexpected challenges, they were always available and proactive.

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

They don’t just execute tasks, they identified solutions, making them an indispensable part of our operations. They bring a human touch to their service. They genuinely care about the success of our transactions and operate as if they are part of our team rather than an outsourced provider. Their ability to manage high-pressure situations while maintaining professionalism and composure has made a lasting impression on us.

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

They could reduce their documentation process, as it takes too long and leads to delay

BACKGROUND

Please describe your company and position.

I am the Owner of Quad Cities Ketamine and Wellness Clinic

Describe what your company does in a single sentence.

Ketamine and wellness Clinic 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• Social media posts
• Organizing emails
• Light bookkeeping

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

Online Search

Why did you select Tasks Expert- A Virtual Assistant Company over others?

• High ratings
• Pricing fit our budget

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

1 Employee

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

Light bookkeeping, social media graphics, email organization. 

RESULTS & FEEDBACK

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

None

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

They deliver work on time, does need prompts to closely follow directions 

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

Virtual Meeting

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

Nothing to compare it to. 

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Chief Operating Officer of ICONIQ Capital

Describe what your company does in a single sentence.

We are a global investment firm elevated by an extraordinary community.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• We wanted to create a website that highlighted our community-focused initiatives and provided an engaging, user-centric experience. We also wanted to design an innovative platform that could showcase our global impact through compelling storytelling, dynamic visuals, and an intuitive interface.

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

• Online Search
• Referral

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

Their team successfully managed to gain an understandinng of our values and goals, then used that understanding to come up with a design that showcased important community contributions, testimonials from members, and success stories utilizing exciting and dynamic features. They also included Interactive sections that present initiatives from various countries and interesting data visualizations to create rich multimedia content such as videos and photo galleries.

RESULTS & FEEDBACK

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

Since its launch, we have received positive feedback from clients, partners, and our broader community. Visitors frequently comment on the ease of navigation and the immersive storytelling. Internally, the intuitive CMS has empowered our team to keep the site fresh and engaging.

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

They adhered to every deadline and maintained open communication throughout. Whether it was a late night brainstorming session or a quick adjustment before a major presentation, their responsiveness and commitment to excellence never wavered.

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

Their storytelling expertise transformed what could have been dry financial data into compelling narratives that resonated deeply with our audience.

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

Honestly, I cannnot find any areas for improvement. If anything, I might suggest they expand their level of exposure.

BACKGROUND

Please describe your company and position.

I am the Chief Product Officer of Payfare Inc.

Describe what your company does in a single sentence.

We are a global FinTech company offering mobile banking, instant payment and loyalty-reward solutions for today’s workforce.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• With an ever expanding user base requiring various levels of financial literacy, we needed visually engaging and easy to understand educational content to improve user adoption and of our tools. We also wanted to create tutorials, explainer animations, and visual FAQ(s) that would simplify complex processes and showcase the value of what we offering.

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

• Online Search
• Referral

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

Their team also produced high quality explainatory animations that skillfully illustrated the advantages of our financial tools and loyalty programs. These videos struck a balance between being informative and engaging, capturing our brand voice while keeping the visuals dynamic. The visual FAQ(s) provided quick and straightforward solutions to common user queries, reducing the burden on our customer support team.

RESULTS & FEEDBACK

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

Not only did we notice an increase in user engagement, but customer comments showed how much easier it had become to navigate our features. The tutorials and visuals  played a crucial role in enabling users to easily explore our platform. The explainer animations, in particular, received praise for breaking down complex financial concepts into simmple piece of information for everyone.

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

Their attention to detail, creativity, and commitment to quality were evident in every piece of content they delivered.

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

Their graphic design and educational communication expertise allowed us to showcase the value of our payment and loyalty solutions more effectively. 

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

It is difficult to pinpoint anything significant issue their work on this project was impressive.

BACKGROUND

Please describe your company and position.

I am the Customer Success Director of Starship Technologies

Describe what your company does in a single sentence.

We are the world leader in autonomous robot delivery.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• With an expanding delivery range and, incidents of malfunctions, theft, and vandalism have also taken off. Above all, we wanted to set up strong infrastructure to quickly react to such reports, minimize interruptions in deliveries, and help maintain high standards of customer satisfaction and safety in our company.

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

• Online Search
• Referral

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

They developed a particular team assigned to handle incidents of robot-related incidents. Their services range from receiving and classifying reports to the initiation of necessary action and follow-up. 24/7 hotline for reporting incidents was set up, real time tracking linked to our dashboard, and analytical reports were provided.

RESULTS & FEEDBACK

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

Fast response to accidents greatly reduced the waiting time for a delivery because of robot failure. Regular follow-ups on any incident of theft or vandalism also improved the rate of recovery for our fleet, in addition to the overall security in the fleet, Their thorough assessments of incidents also enabled us to find repetitive problems and address them, such as environmental factors or hardware weaknesses.

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

From the very beginning, Tasks Expert demonstrated a sound understanding of our expectations. They delivered everything from hotline setup, to real time tracking system all within the prescribed timeframes. The communication was smooth as their team kept us updated on ongoing incidents while responding to our changing needs. 

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

Their team was dedicated to understanding the unique specifications of our technology and the actual operational challenges we were facing. They are different from other service providers as their balance between technical finesse, customer service and empathetic is impressive.

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

Working with Tasks Expert was satisfactory and I cannot pinpoint any particular areas that need improvement.

BACKGROUND

Please describe your company and position.

I am the President & Chief Product Officer of Salesforce

Describe what your company does in a single sentence.

We are a cloud based software company that provides customer relationship management software and applications.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?

• With our expanding client base, we wanted to ensure that every customer felt valued and heard while exploring opportunities to find a plan or purchase add-ons suited to their needs and taste.

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

• Online Search
• Referral

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

They managed customer outreach through follow-ups, feedback collection, and personalized communication, focusing on enhancing satisfaction and identifying areas for improvement. 

RESULTS & FEEDBACK

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

They successfully maintained regularly kept in touch with customers, which resulted in stronger relationships and increased satisfaction. Many of our customers specifically mentioned appreciating the human touch and proactive care. 

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

They delivered everything that was promised at the required time, with regular updates provided to ensure we were informed of their progress. They also maintained open communication lines, making it easy to address concerns or pivot strategies as needed.  

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

Their ability to adapt to our company culture easily was something we found impressive.

They also gave our clients the feeling that they were heared and they mattered is something worth mentioning 

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

NIL

BACKGROUND

Please describe your company and position.

I am the Managing Director of Delivered UK Ltd

Describe what your company does in a single sentence.

We deliver overnight parcels and pallets, international delivery, plus haulage, distribution and fulfilment solutions. We are also part of the two most successful UK overnight networks

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tasks Expert- A Virtual Assistant Company to accomplish?
We operate in the logistics industry, which is inherently complex due to the nature of international deliveries and strict regulatory requirements. We needed to manage compliance and reporting effectively, especially with VAT reporting for cross border transactions and customs regulations. 
There was also a need for clear and timely financial statements to provide stakeholders with a better understanding of profitability and operational costs.

SOLUTION

How did you find Tasks Expert- A Virtual Assistant Company?

Online Search

Why did you select Tasks Expert- A Virtual Assistant Company over others?

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

How many teammates from Tasks Expert- A Virtual Assistant Company were assigned to this project?

2-5 Employees

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

Their team seamlesly integrated into our processes, handling compliance reporting, VAT documentation for international shipments, and adherence to customs regulations. They delivered detailed financial statements that provided deep insights into profitability and operational costs, which were instrumental in guiding our strategic decisions

RESULTS & FEEDBACK

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

Their responsiveness was outstanding they were always just a call or email away, providing quick solutions to any questions or adjustments we requested.

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

Their responsiveness was outstanding, and they were always just a call or email away, providing quick solutions to any questions or adjustments we requested.

What was your primary form of communication with Tasks Expert- A Virtual Assistant Company?

• Virtual Meeting
• Email or Messaging App

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

Their team didn’t just complete tasks. They anticipated potential issues and proposed solutions before they became problems.

They also had the ability to translate complex financial data into actionable insights for stakeholders. 

Are there any areas for improvement or something Tasks Expert- A Virtual Assistant Company could have done differently?

Honestly, it’s hard to pinpoint any area.