Veta Virtual

BACKGROUND

Please describe your company and position.

I am the CEO of CGC Accountants & Advisors

Describe what your company does in a single sentence.

We are a full service CPA firm providing tax, accounting, bookkeeping and advisory services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Veta Virtual to accomplish?

• Make scheduling for tax season easier
• Screen incoming prospects and set appointments for them
• Contact clients for us for better customer service

SOLUTION

How did you find Veta Virtual?

Direct Email

Why did you select Veta Virtual over others?

Expertise in our industry

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

Answer calls for specific reasons, including scheduling current clients and contact from prospective clients, as well as calling clients to answer questions or convey information. They used our calendar link to schedule appointments and communicated answers in email format to me.

RESULTS & FEEDBACK

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

Although I didn't track, they scheduled nearly all tax appointment meetings and made multiple callbacks which saved at least 5 to 10 hours a week of our admin staff time during busy season, allowing us to have a much more productive tax season. Also the sales process went very smoothly because of the scheduling and screening process.

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

All responses were very prompt and the management checked in often to make sure everything was going well.

What was your primary form of communication with Veta Virtual?

Email or Messaging App

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

The quality of service was fantastic compared to several other services I had tried in this niche. The communication from the staff was fantastic and they conveyed the message in a way that made return communication very simple.

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

The first few calls had a small learning curve and I had to respond with further instructions or a reminder of our script, however after that I never had to send another reminder. So I think this was handled very well.

BACKGROUND

Please describe your company and position.

I am the President of AcuBoston.com

Describe what your company does in a single sentence.

Provides acupuncture and custom East Asian Herbal therapy to patients in Massachusetts.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Veta Virtual to accomplish?

• Cover all my phone calls Monday-Friday, 9 am- 9 pm

SOLUTION

How did you find Veta Virtual?

BNI

Why did you select Veta Virtual over others?

• Good value for cost
• very professional

How many teammates from Veta Virtual were assigned to this project?

2-5 Employees

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

Veta Virtual is a virtual answering service that answers my business phone calls during work week 9 am to 9 pm. They relay information to potential and current patients, take messages, connect patients to practitioners in urgent situations.

RESULTS & FEEDBACK

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

During on-boarding Veta Virtual collected all relevant info that they need to know in relation to patient-provider communications. We have been updating this info as needed on an ongoing basis.

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

During on-boarding all info was collected and organized so that they could answer phone calls to potential/current patients with proper info and confidence. Emails from me were addressed within an hour.

What was your primary form of communication with Veta Virtual?

• Virtual Meeting
• Email or Messaging App

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

We're impressed with their personalized services, immediate responses, and professionalism.

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

Veta Virtual is amazing! If they ever consider actually scheduling patients via my online scheduling software, that would be perfect and amazing. That was not in the scope pf the original contract, just wished for the future.

BACKGROUND

Please describe your company and your position there.

We are a boutique consulting firm who does a lot of sales playbooks. I am the president

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual, and what were your goals??

We needed somebody who answered the phone in a polite and welcoming tone. Call's couldn't go missed, and messages needed to be returned promptly. Veta was able to accommodate this!

SOLUTION

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

We took bids from multiple vendors, Veta's offering was the best value.

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

The receptionists services they provided covered our business hours and also included them returning messages left overnight. They always provided accurate reporting, and left a great impression with our clients. We're happy with the services they provided and gladly recommend them.

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

I worked directly with management. Andy was prompt, reliable and courteous to our needs. Most importantly they gave our company a strong image, by supplying us with very helpful agents who were happy to go the extra mile.

RESULTS & FEEDBACK

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

Less missed calls (~18% reduction)! Most importantly they provided a weekly report that show us just how hard they worked. It included how many calls returned, answered, and messages taken. Delightful!

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

Project ran seamlessly. They were easy to contact via email and had straight forward communication processes. More companies should learn from Veta

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

They showed a willingness to go above and beyond. I've never seen a BPO / call center deliver professional services like Veta could!

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

No, Veta was transparent with us the entire time.

BACKGROUND

Please describe your company and your position there.

I am the owner of a boutique law firm in Fort Lauderdale Florida

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual?

I hired Veta Virtual to take over all of my firm's scheduling, calendar management, and be the point of first contact on inbound phone calls.

SOLUTION

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

The deciding factor was that Veta Virtual has a proven track record when working with high-end law firms, I was able to speak to others who rely on their services for one of the most important tasks that a law firm must proform in their office.

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

Andy Fang, Founder and Ceo, has been my point person since the inception of our services. Even today He calls my office to see if any additional services are required, and I often reach out to him directly to ask questions on issues that have zero relation to our contract. He is very smart responsive and generous with his time.

Describe the recruitment process in detail.

Andy and I chose 5 existing professionals to work for our firm on the tasks above. Veta only hires those who can do the tasks required.

RESULTS & FEEDBACK

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

My Calendar is far more organized, and my call volume higher than ever before.

How effective was the workflow between your team and theirs?

Seamless

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

The management, Andy F. and Jessica H. have solved all the issues I have had in a moments notice.

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

Not at this time.

BACKGROUND

Please describe your company and your position there.

I am the managing partner of a boutique law firm with 6 attorneys

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual, and what were your goals??

We embed our attorneys at many of our clients, so we maintain multiple email addresses and calendars. This makes it cumbersome to schedule meetings and to maintain a single calendar with all of our meetings. We also regularly receive calls from all of our clients. We engaged Veta Virtual to (1) act as a virtual receptionist to intake calls and provide warm transfers of those calls; and (2) maintain a single calendar for each attorney and schedule all meetings for our attorneys.

SOLUTION

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

Veta Virtual found us on LinkedIn. We liked that there are live receptionists and that we have a single person who acts as our assistant, schedules meetings, and handles our calendars.

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

We engaged Veta Virtual to (1) act as a virtual receptionist to intake calls and provide warm transfers of those calls; and (2) act as an assistant who maintains a single calendar for each attorney and schedules all meetings for our attorneys.

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

I worked directly with Andy, the owner of Veta Virtual. Andy took the time to understand our specific needs and provided multiple questionnaires on our preferences for certain things.

RESULTS & FEEDBACK

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

This is just simple math. The receptionist and assistant's hourly rate is much lower than the hourly rate that our attorneys bill for their time. We spent 30+ minutes a day providing availability for meetings, scheduling meetings, etc. (times 6 attorneys).

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

We filled out questionnaires with our preferences and had a team meetings with Andy and our dedicated assistant. We also provide feedback as things come up. Everything has been seamless. All calls are answered by a live receptionist, with warm transfers and follow-up emails. Our dedicated assistant now feels like part of our team.

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

The fact that we have a single dedicated assistant. Going in, I thought that virtual receptionists were robotic, or that they would use multiple people from call centers to handle the calls and scheduling. The dedicated personnel makes it feel personal and like they are part of our team.

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

None.

BACKGROUND

Please describe your company and your position there.

I am the office manager of a mission-driven housing authority in Colorado.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual, and what were your goals??

I hired Veta Virtual to handle the overflow calls of the main front desk when our current staff is busy

SOLUTION

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

I was able to connect with the founder Andy and he explained his services and offerings in an easy-to-understand manner. Their services are much than an answering service, its more virtual reception. His pricing is also competitive in the market.

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

The company answered overflow inbound calls to the office. Their receptionists are professional and provide excellent customer experience to existing and potential clients.

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

I have worked mostly with the founder, Andy. We met virtually several times to discuss our company's needs, and Andy would offer solutions that Veta could provide us. Andy was available via phone and email for any issues that would come up, or questions we had. We felt very confident moving forward with each step of the onboarding process.

RESULTS & FEEDBACK

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

Calls are being answered even when our staff are busy, no callers are left unanswered which increases customer satisfaction. Notes are being sent correctly to our employees so they can triage and spend their time more efficiently.

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

Very easy. I was able to communicate directly with the Veta Virtual team. And all issues identified have been resolved in a timely manner.

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

They were able to fix things quickly and always find new ways on how to improve their service. They were also able to customize the script/instruction to give a more personalized experience for our callers

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

Nothing at the moment

BACKGROUND

Please describe your company and your position there.

I am a partner at Reesink and Black Law, a boutique law firm in Ottawa.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual, and what were your goals??

I hired Veta Virtual to handle my day-to-day client intakes and communications when I am busy.

SOLUTION

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

I was able to connect with the founder Andy and he explained his services and offerings in an easy-to-understand manner. Their services are much than an answering service, pricing is also competitive in the market.

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

The company answered all of the inbound calls for me. Their receptionists are professional and provide excellent customer experience to existing and potential new clients.

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

I worked with a team of 3-4 receptionists from Andy’s team

RESULTS & FEEDBACK

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

Calls are being answered even when I am busy, no callers are left unanswered which increases the number of businesses I get. While making my firm look more established.

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

Very easy. I was able to communicate directly with the Veta Virtual team. And all issues identified have been resolved in a timely manner.

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

They are able to fix things quickly, and they always find new ways to improve their service. They were also able to customize the script/instruction to give a more personalized experience for my callers

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

Nothing at the moment

BACKGROUND

Please describe your company and your position there.

I'm the owner of several companies involved in buying, selling, and leasing real estate.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual, and what were your goals??

While we already have a receptionist, we found that we were still missing some calls - which can be very costly if they are prospective clients, and frustrating for existing clients.

SOLUTION

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

Andy and Veta Virtual were recommended to me by a business connection. I had an exploratory call with Andy, after which he promptly sent me written answers (with materials) to some questions I had.

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

Our setup is likely different than others', seeing as I know that Veta often will be the primary responder to all phone calls a company receives. I believe they have the ability to transfer live calls, which is not a feature we use. In our case, calls ring in our office twice, and if they are not answered by my staff, the call rolls over to Veta Virtual's staff to answer. Within a minute of Veta taking a call for us, we receive an email with the name of the Veta operator who took the call, the name and contact information of the caller, and a description of the caller's need.

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

Andy is my direct contact at Veta Virtual, and he responds promptly to emails, and takes me calls, too!

RESULTS & FEEDBACK

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

I'm now comfortable that calls are not falling through the cracks, and existing clients have mentioned to me that they like that they never hit a voicemail system anymore.

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

They're very responsive.

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

This has all been covered with my previous answers.

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

No, they're great.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of a home care agency that provides private care in the homes of the elderly and people who need assistance with their day-to-day lives. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Veta Virtual?

We needed someone to manage our inbound phone calls.

SOLUTION

What was the scope of their involvement?

Veta Virtual is answering our phone calls. They ask callers a series of questions based on a script that we’ve come up with their team. From there, they forward callers to the right person in our organization following a chart that we’ve provided. Sometimes, they just take messages so our team can call back at an appropriate time.

What is the team composition?

I’ve worked with their founder and their call center resources. 

How did you come to work with Veta Virtual?

I met Veta Virtual’s founder at a networking event. We liked that they had the same people answering our calls, so we hired them.

How much have you invested with them?

We’ve spent around $8,000.

What is the status of this engagement?

We’ve been working together since July 2021, and our partnership is ongoing. 

RESULTS & FEEDBACK

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

Thanks to Veta Virtual, our team has saved time because we no longer have to answer the phone. They are knowledgeable about our business, allowing them to be successful in helping us manage our inbound call flow. We’ve had a positive experience working with their team.

How did Veta Virtual perform from a project management standpoint?

Veta Virtual’s integration process has been simple. We communicate over the phone. 

What did you find most impressive about them?

Veta Virtual provides more company-specific customization compared to their competitors.

Are there any areas they could improve?

I can’t think of anything. 

Do you have any advice for potential customers?

Give Veta Virtual as much relevant information about your business as possible so that they can have the details necessary to be successful. 

BACKGROUND

Please describe your company and your position there.

I'm the founding director and lawyer at Sukh Law. We provide legal advise and representation in the areas of real estate and business law.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Veta Virtual Receptionist, and what were your goals??

We receive calls from our clients and potential leads throughout the day and our goal was to hire Veta Virtual to help streamline the process and ensure better communication, responsiveness and ultimate client satisaction.

SOLUTION

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

We searched for virtual receptionist services online and narrowed down our options to 2 companies. After a month long trial with both Veta Virtual and the other competitor company, we found Veta Virtual's ability to personalize the customer/client experience much superior to its competitor. Veta Virtual keeps a record of all the callers and follows the set of questions and responses far superiorly to its competitor.

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

They provide receptionist coverage 9 am to 7 pm EST and follow the mutually decided workflow with great consistency. They provide email notifications after attending to calls and also take the time to classify the calls, i.e. hot lead, requires answer, etc. so it is easily visible in the notification subject lines. Other than that, a client portal is also offered which allows to keep a track of the call log and billed minutes.

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

We have worked directly with the Founder, Andy Fang and he has been great to deal with thus far. Responsive, kind and quick to understand our company's goals and objectives.

RESULTS & FEEDBACK

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

We've increased efficiency and time savings.

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

If any changes are requested from our side, the change is usually implemented within an hour.

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

Veta Virtual Receptionist's enthusiasm in tailoring to meet our company's requirements and demands are impressive.

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

No complaints with their service.