UAM

BACKGROUND

Introduce your business and what you do there.

I’m an executive at a fintech company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed help with our CRM back office activities to make our processes, like sales, efficient.

SOLUTION

What was the scope of their involvement?

Uassist.ME’s team works remotely and comes to our office once a week to take care of data-related back office tasks for our business and to update our platform. 

Regarding the process, they went through initial onboarding to understand the company and our business so they could have more context.

In addition, they offer LinkedIn marketing services focused on lead generation and getting in touch with investors and borrowers.

What is the team composition?

We work with 4–5 members of their team, including Natalia (Business Analyst), an operations associate, an operations analyst, and two marketing assistants.

How did you come to work with Uassist.ME?

They were already working with us when I took my current position.

How much money have you invested in this partnership?

We’ve spent around $400,000 with them so far. We currently invest $8,000 monthly for this project — it depends on the headcount they provide.

What is the status of this engagement?

We started working together in May 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We haven’t had any complaints about their work. Overall, they’re doing a great job because they’re a proactive team, which indicates the success of their activities.

How did Uassist.ME perform from a project management standpoint?

They’ve been doing good with project management regarding meeting deadlines and staying within budget. In terms of tools, we use Jira, emails, and Microsoft Teams.

What did you find most impressive about them?

They lead a close process; other vendors seem distant, but Uassist.ME is very close to us and assists us with monthly reports of the KPIs we’re looking for. We also feel they are integrated into our team because they commit to understanding how we work — it doesn’t feel like they’re an outsourced third party.

Are there any areas they could improve?

I don’t think there’s anything they can improve on — I’m satisfied with them.

Do you have any advice for potential customers?

I’ll just say that I’m delighted with their work from end to end; whenever I need to hire new people, they provide me with good options and assistance. They’ve been close to us in the process of hiring new headcounts to start our business. Overall, they’re a proactive and fast-learning company that works hard.

BACKGROUND

Please describe your company and your position there.

I am the Vice President of Marketing and Customer Experience for CARROLL, a commercial real estate investment management firm that owns and operates 35,000 apartment homes across the United States.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Uassist.ME?

We hired Uassist.ME to build out a lead management team that manages the lead pipeline in our CRM from first touch until the sales team takes over. They qualify and nurture leads to prime them for closing (for us, leasing an apartment).

SOLUTION

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

We interviewed several offshore staffing companies and have found UAM to be the best. Not only is the team fluent in English and Spanish, the workers are close to our timezone, college educated, and easy to work with.

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

We started small with just a few full time employees in 2020 and have grown to about 15. They are divided up across our portfolio to specialize in and create ownership over a portion of the portfolio each. Together, we built a sustainable and efficient lead management process.

Describe the recruitment process in detail.

We hire UAM employees just like our own full time employees. UAM sends resumes, we interview them, and make a decision between several qualified candidates.

RESULTS & FEEDBACK

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

With their support, we've stablized our pipeline and increased conversion by over 10%.

How effective was the workflow between your team and theirs?

Remote management of the team was a concern, but we have found it to be seamless. We have a point person on the UAM side that helps to manage the team's day-to-day and we work through Microsoft Teams and Slack to stay connected.

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

What really differentiates UAM though is its company culture that creates GREAT employees who are satisfied, empowered, curious, and diligent.

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

Mostly our partnership has been flawless. There is some expected turnover, but actually much less than anticipated.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO and founder of a digital marketing agency that leverages social media and other online platforms to help clients secure more leads.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed their bookkeeping and BPO services for our accounting and management pipelines.

SOLUTION

What was the scope of their involvement?

We’ve initially engaged an executive assistant from Uassist.ME to help us with our organizational needs. As we’ve progressed, we’ve tasked their team with handling our tech support, campaign management, and bookkeeping needs as well.

What is the team composition?

We’ve worked with 5–7 resources from their team.

How did you come to work with Uassist.ME?

We found them online while searching for potential virtual assistance providers to onboard for this project.

What is the status of this engagement?

Our ongoing engagement with Uassist.ME commenced in September 2019.

RESULTS & FEEDBACK

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

Uassist.ME’s support has enabled us to boost our client acquisition rate within shorter periods. We’re confident that our organizational procedures are managed well when we delegate tasks to their team.

How did Uassist.ME perform from a project management standpoint?

They’re on top of their project management game — Uassist.ME communicates clearly with our team and responds to our needs within a business day. Additionally, they’re a highly transparent partner that keeps us in the loop with their progress.

What did you find most impressive about them?

We’re most impressed with Uassist.ME’s outstanding backend support. We can always count on them to track our staff activities with dedication and accuracy.

Are there any areas they could improve?

We’ll appreciate an expedited hiring process for content writers since that’s our agency’s main priority right now.

Do you have any advice for potential customers?

Don’t hesitate to entrust your needs to Uassist.ME. They’ll deliver those as long as you provide them with clear instructions.

BACKGROUND

Please describe your company and your position there.

Mortgage Broker

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Uassist.ME, and what were your goals??

Customer Assistance - sales

SOLUTION

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

They are bilingual which is something I need as part of my team

Describe the project in detail and walk through their service package, including any calling tools used.

Helped me organize client files, follow up and as a result I increased the number of applications and closings.

Who did you work with and what was the feedback process like?

Dalia (Business Analyst). She is very good, very detailed and a fast learner. She's responsive and her communication skills are the best I have seen.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

Yes this has allowed my business to grow by about 30% but also it has improved the level of service we provide to our clients.

Describe their project management style, including communication tools and timeliness.

Excel, CRM platforms, Texting abilities etc.

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

Communication and the quality of candidates I had to chose from

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

Maybe more centralized training therefore if my goals are to build a team, such centralized training can be duplicated with out me having to do the training one on one with the next candidate as I grow the business.

BACKGROUND

Introduce your business and what you do there.

I'm the president and founder of a company that offers mortgage lending and real estate services. We primarily serve clients in the Texas and Georgia area.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

I needed a virtual assistant to assist me with administrative duties.

SOLUTION

What was the scope of their involvement?

Uassist.ME has provided a virtual assistant to help me. Their duties include communicating with my clients over the phone or email, setting up client profiles, social media management, and so on.

The assistant works 20 hours each week. Aside from day-to-day tasks, the team has also helped me create processes and systems. I've given them some pain points to solve as well. 

For example, I have an online course that Uassist.ME has been transcribing to help me with future classes. The team has also organized my emails and done some one-off tasks to help me manage my work.

Currently, Uassist.ME is helping us establish marketing strategies. I've shared my vision with the team, and they've created a marketing calendar to help me get started.

What is the team composition?

I work with a virtual assistant and a project manager.

How did you come to work with Uassist.ME?

I found Uassist.ME online.

How much have you invested with them?

I've spent about $4,000.

What is the status of this engagement?

The project started in July 2021, and it's ongoing.

RESULTS & FEEDBACK

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

I don't have any metrics right now. They're still trying to figure things out, and I want to give them time to adjust. Overall, the project has been successful. The team is very customer-focused and detailed. 

I do think the assistant may need a little more training. Uassist.ME could've ensured that the assistant was well-equipped to fulfill their duty before assigning them to us.

However, the company itself is good — they have a good structure that makes it easy for me to work with my virtual assistant.

How did Uassist.ME perform from a project management standpoint?

Their project management is good, and they communicate very well. We use email and phone calls, which works for me. 

I go to the project manager if I have some issues with the virtual assistant, and they'll handle it from there. It takes a lot of responsibility off of me.

What did you find most impressive about them?

Uassist. ME's strong points are communication and structure — their chain of command is phenomenal. They've made it easy for me to reach out to the virtual assistant and the project manager.

Are there any areas they could improve?

They could improve upon the training of their virtual assistants. I suggest training them in the specific tasks the client wants them to do before assigning them to someone. Each company has different needs, so Uassist.ME has to consider that.

In addition, the previous virtual assistant I had was really good at creating strategies, but the Uassist.ME team relies more on my vision and just handles the execution. I do prefer someone more strategy-driven.

Do you have any advice for potential customers?

Be very clear about the type of assistance you need and what skills you need from the virtual assistant — communicating that to Uassist.ME will help them assign the right candidate for you.

BACKGROUND

Introduce your business and what you do there.

I’m an accounting manager at an accounting and investment firm for small businesses in the US.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed a full-time clerk for our company, so we needed someone to contract them for us.

SOLUTION

What was the scope of their involvement?

Uassist.ME assisted us with finding someone that currently works with us doing banking imports for our clients; every month, we take every transaction for their bank and import it into QuickBooks to break it out into their various accounts. They’re responsible for assigning those bankings to general ledger accounts and reconciling them to ensure that what’s happening in the bank and the statements matches with the information using a tool on QuickBooks.

In addition, they go through any reports that we need from clients, point of sales systems, or anything along those lines so that the accountants can go through them and manage the books. They also do special projects and any other tasks that we need from within their expertise realm.

What is the team composition?

Nelson (Bookkeeping Team Lead) has been our main point of contact.

What is the status of this engagement?

We started working together in October 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Overall, we’re satisfied with their services; they do well with the banking, the reconciliation, and how they take orders. Additionally, our costs have decreased because it’s an outsource, which helps us get higher-quality accountants to get the job done, focus on customer service, and build our team — my organization couldn’t function without them because they’re essential.

How did Uassist.ME perform from a project management standpoint?

We’ve never had issues with deadlines — I think that their time management is excellent. Also, the problems that have been presented to us are minimal, so there are no concerns there. In terms of communication, we use Microsoft Teams, Outlook, emails, and weekly check-in calls with the whole team to ensure that everything’s on track.

What did you find most impressive about them?

Their dependability is outstanding.

Are there any areas they could improve?

I don’t think there’s anything they can improve on — they’re doing a great job with us.

Any advice for potential customers?

Don’t be afraid to pressure them on their work; they’re so efficient that they got free time during the day, and they like to fill those free time spaces, which is excellent.

BACKGROUND

Introduce your business and what you do there.

I’m the assistant controller at an outsourced accounting firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed a way to streamline the data entry work we were doing.

SOLUTION

What was the scope of their involvement?

Uassist.ME provides data entry and other clerical work for us. We first gave some teammates training before they started working. Then, we had a selection process to identify the best fit for us. The chosen team member’s daily tasks include downloading bank statements and collecting invoices, which they import into our ERP system. We plan on delegating more work in the future to streamline our processes further.

What is the team composition?

We’re only working with one clerk right now.

How did you come to work with Uassist.ME?

Someone else in the company found them and assigned one team member to me.

What is the status of this engagement?

The project started in October 2020, and it’s ongoing.

RESULTS & FEEDBACK

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

The project has been successful so far. The team has met our expectations and is very helpful. Their work is accurate, so I’m happy.

How did Uassist.ME perform from a project management standpoint?

Uassist.ME does a great job of communicating what they’re working on — the team sends a summary of everything they’ve accomplished throughout each day, which we appreciate. We communicate with them through Microsoft Teams and email.

What did you find most impressive about them?

I’m thrilled with their excellent communication skills.

Are there any areas they could improve?

They could be more proactive and ask us for more work once they’re finished with their daily tasks.

Do you have any advice for potential customers?

Get to know the team and take the training process seriously.

BACKGROUND

Introduce your business and what you do there.

I was the former owner of Platteville Family Dentistry, a dental office. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We hired Uassist.Me to do tasks that could be done remotely.

SOLUTION

What was the scope of their involvement?

Our engagement evolved over time. Initially, Uassist.ME conducted calls for us after our patients had their appointments. Their team also helped us reach out to insurance companies to verify the patients’ accounts and benefits. On top of that, we had a lot of Spanish patients, so we also used their translation services. I’d type an English letter, and they’d translate it to Spanish so I could communicate with the patient. 

I’ve already sold the company, but Uassist.ME still works with the new owner. At present, they handle efforts to reactivate patients. They also do administrative and insurance tasks on top of reaching out to patients. 

What is the team composition?

They’ve assigned Luz (Junior Supervisor & Business Analyst) to work with us. 

How did you come to work with Uassist.ME?

I was thinking of the concept of virtual assistants, and I thought that our dentistry business could use it. It was an affordable solution for us to ease the burden of our internal staff. As a result, I Googled different service providers. I then came across Uassist.ME and saw that they spoke Spanish, so I decided they’d be good for our company. 

How much have you invested with them?

We spent around $800 per month.

What is the status of this engagement?

We started working with them in November 2013, and their relationship with the company is ongoing. I sold off the business in 2020, but the new owner has kept Luz. 

RESULTS & FEEDBACK

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

I had no direct metrics, but they’d helped the business become more profitable. We were free to focus on the meat and potatoes of the company as they handled back-office tasks. As they reached out to patients, they kept them engaged with us. In other words, they helped with patient retention. Moreover, Luz was great and awesome. She always maintained her composure. 

How did Uassist.ME perform from a project management standpoint?

We didn’t give Uassist.ME long-term projects, but every time we did, Luz was highly communicative in terms of her progress and status. Moreover, she finished tasks in a timely fashion and gave us estimates on when she’d accomplish the projects. 

We used email 99% of the time to communicate, and Luz was highly responsive. I also asked her to help me over the phone a couple of times to translate for me when I didn’t have my Spanish-speaking assistant. 

What did you find most impressive about them?

They provided me with great support services. Luz was always there when I needed help. 

Are there any areas they could improve?

The first two assistants I had were not so good. They seemed to have a little bit of an attitude and didn’t do some of the things I asked them to do. Meanwhile, I also noticed that when Luz was on vacation, Uassist.ME didn’t give me the leave credits. I didn’t want to work with somebody else while she was gone. When they failed to automatically give me the credits, I had to ask Luz to figure it out. I was annoyed by that. 

Do you have any advice for potential customers?

The success of the engagement depends on the person that Uassist.ME assigns to help you. You’ll have to be patient; if you’re not satisfied with the first person they assign you, then ask them to assign somebody else. 

On top of that, you can train them through videos. If they need to do repetitive tasks, you can show them videos as a source to reference. I’ve done that, and I have an online video account that I use so that the assistants know what they have to do. 

BACKGROUND

Introduce your business and what you do there.

I’m the operations manager of Dream Local Digital, an online media marketing company. We manage our external clients’ social media platforms, and we build their websites. We also provide blogging, email management, SEO, and paid ads services. I work internally, so I don’t work with any of our external clients. I make sure that all of our projects stay on schedule and our tasks work on our processes.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

On the project management side, there was quite a bit of work that I needed to accomplish daily. My work was pretty black and white — it was the same type of work every day. Instead of taking my time with that, I had a lot of other stuff that I could be working on. As a result, I decided to hire an assistant from Uassist.ME to help me with that type of work.

SOLUTION

What was the scope of their involvement?

Uassist.ME has a full-time assistant who works for me and her main purpose is to help with our internal project management needs. I work closely with her every day. I’m usually in charge of providing the content that she needs as well as the instructions for her tasks. After that, it’s up to her to follow my instructions and update what I need.

Her work includes notifying our external clients if they need to go to phase one or phase two of their project. On top of that, she’s also in charge of ensuring that our third-party stakeholders get all the tasks they need. She also updates the fields on our new system since we have over 400 active external clients. In addition, she delivers reports to our external clients every month. In case the monthly reports don’t get delivered, she’ll figure out why.

What is the team composition?

We’re working with a full-time project management assistant.

How did you come to work with Uassist.ME?

The previous manager who I replaced was the one who signed Uassist.ME’s project management assistant. She researched different types of virtual assistant companies and ultimately chose Uassist.ME.

How much have you invested with them?

We’ve spent $60,000.

What is the status of this engagement?

Our ongoing partnership started in February 2018. We’ve been working with them for over three years now.

RESULTS & FEEDBACK

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

Uassist.ME’s project management assistant has been reliable. I can count on her to support me every day and take projects off of my hand. Having her has been pretty invaluable especially if we have 25 clients that need to be transferred. On top of that, I know that she promptly takes care of things. Overall, knowing that she’s doing her tasks has immensely freed my schedule, so having her has been great.

How did Uassist.ME perform from a project management standpoint?

Since our assistant works remotely, we use Zoho, Skype, Zoom, and more to communicate. Moreover, she completes her deliverables on time. If I give her a due date, she usually finishes her tasks within two days. I also like that she’s very thorough when it comes to following directions. 

Furthermore, when I show her something through a video or email, she’s able to pick up my instructions and get things done. More importantly, she doesn’t hesitate to reach out to make sure that she understands what she needs to do.

What did you find most impressive about them?

I don’t have to worry about my assistant not showing up.

Are there any areas they could improve?

No, I don’t think so.

Do you have any advice for potential customers?

Communicate a lot with Uassist.ME. In our case, our assistant speaks good English, but there’s still a little bit of language barrier between the two of us. Sometimes, I have to explain something in a different way. However, the majority of the time, she understands what I’m saying very well.

BACKGROUND

Introduce your business and what you do there.

I’m the business manager of Canopy Tree Service. We trim and remove trees for residential and commercial customers, and we are based in San Antonio, Texas.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Uassist.ME?

We needed administrative assistance in the office, and we’ve been working with Uassist.ME to fulfill that role.

SOLUTION

What was the scope of their involvement?

Uassist.ME provides us with one person who helps us with research for our business. This person also interfaces with the customers, takes customer calls, helps us solve problems, and coordinates various activities of our organization with various employees.

What is the team composition?

We’ve worked with two people from Uassist.ME. In the beginning, before COVID-19, we got assigned one person from them, but we lost them during COVID-19. We’re currently working with Hector (Executive Assistant) who came in as a replacement. He has a supervisor assigned. If there are any issues from their end, the supervisor is there to assist.

How did you come to work with Uassist.ME?

We looked at various websites, and I liked the communication that Uassist.ME had. I interviewed them, and they were really excellent at explaining what they did and how they would work with us.

How much have you invested with them?

Hector’s part-time services cost us around $800 per month. We’ve spent close to $13,000.

What is the status of this engagement?

We started working together around January 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Hector is doing a great job — he is a really good problem solver!

How did Uassist.ME perform from a project management standpoint?

Uassist.ME is good at project management. I can give Hector a project, and he comes up with a way to solve it. He’s also great at communicating with me — I’m really happy. We use Zoho for project management and communicate via Cliq, an application within Zoho.

What did you find most impressive about them?

Uassist.ME’s communication is impressive. They constantly communicate with me to make sure I’m happy with their services.

Are there any areas they could improve?

I don’t think there’s anything they could improve on.

Any advice for potential customers?

Start with a really clear idea of what you want to have accomplished and how you’re going to onboard that person. When you bring new people into your team, you have to figure out how you’re going to train them — you shouldn’t throw so much at them that they feel overwhelmed.

You should be strategic when you sign them. Don’t expect them to learn 10 different things at once. New people can’t become experts on your business overnight — that’s not realistic.