Veta Virtual

BACKGROUND

Please describe your company and position.

I am the Owner of Effortless Mortgage

Describe what your company does in a single sentence.

Online mortgage brokerage

OPPORTUNITY / CHALLENGE

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

• Handling sales calls
• Triage questions from existing clients
• Take msg and client info

SOLUTION

How did you find Veta Virtual?

Online Search

Why did you select Veta Virtual over others?

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

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.

We have outsourced our inbound calling service to VetaVirtual. Deliverables include: 

• successfully handling any incoming inquiries from new and existing clients 
• obtain client contact information and input them into a pre set form 
• collaborate with our internal agents to ensure seamless transfer of the inquires

RESULTS & FEEDBACK

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

• time saved for our team 
• increased call conversion into leads 
• reduced inquiry leakage

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

They are on-time and professional. They were able to provide custom solutions based on our business model.

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?

They have a well established system and are able to adapt to change request in short notice. Well trained staff.

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

We are fairly happy with their service

BACKGROUND

Please describe your company and position.

I am the Founder of RevFuel

Describe what your company does in a single sentence.

We're a sales and marketing agency.

OPPORTUNITY / CHALLENGE

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

• Respond to inbound leads.
• Qualified leads and booked meetings.

SOLUTION

How did you find Veta Virtual?

Online Search

Why did you select Veta Virtual over others?

• Pricing fit our budget
• Great culture fit
• Company values aligned

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

1 Employee

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

Veta Virtual came in to handle our inbound calls from prospective customers. We had an influx of calls and could not handle the volume. We needed a team that could quickly handle requests and not miss anything. Which Veta has done an amazing job so far.

RESULTS & FEEDBACK

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

They are required to respond to every inbound request and respond within 10 minutes during business hours. Which they have done every time!

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

Yes they have been great! Always on top of things.

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?

Just that they stick to one person and I know who is working with us. Plus how quickly they ramped up and accustomed to our style.

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

Nope they are great!

BACKGROUND

Please describe your company and position.

I am the Partner of a legal company

Describe what your company does in a single sentence.

Law firm focusing on specific practice areas.

OPPORTUNITY / CHALLENGE

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

Finding solutions to assist with our reception needs.

SOLUTION

How did you find Veta Virtual?

Online Search

Why did you select Veta Virtual over others?

Close to my geographic location

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

Excellent reception coverage services.

RESULTS & FEEDBACK

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

We have been very pleased with the results and services provided.

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

We appreciate an open dialogue regarding ongoing needs and updates. Service is timely.

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?

We appreciate the open lines of communication and Andy is very responsive and personable.

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

We really appreciate your ongoing analysis of our needs and ensuring that we receive the best package available to us. This has been very helpful.

BACKGROUND

Please describe your company and position.

I am an executive at Finn Legal Group

Describe what your company does in a single sentence.

My company is a law firm that specializes in estate and business planning.

OPPORTUNITY / CHALLENGE

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

• Answer my telephones and provide warm transfers.

SOLUTION

How did you find Veta Virtual?

Referral

Why did you select Veta Virtual over others?

Pricing fit our budget

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.

Warm transfers, screening calls, and taking messages.

RESULTS & FEEDBACK

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

• Not having to worry about answering inbound calls. All calls have been handled by veta virtual.

What was your primary form of communication with Veta Virtual?

Email or Messaging App

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

Yes.

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

Their customer service was excellent. Hard to find these days

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

No

BACKGROUND

Please describe your company and your position there.

President: - Paralegal Firm providing legal services

OPPORTUNITY / CHALLENGE

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

Virtual assistant call centre services

SOLUTION

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

was recommended in our CLIO Law management software

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

They provide reception services, scheduled appointments and completed potential client intake forms for us to follow up on retaining legal matters

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

Andy fang and several of their virtual assistants

RESULTS & FEEDBACK

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

Client calls were. answered quickly, client intakes were completed and sent to our management portal. Intakes were completed in full with enough detail to provide legal advice to potential clients.

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

received communication by email from the assistant after each call in addition to the client intake form completed.

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

My company, Benchmark Legal Offices, have been using veta for the last couple of months and I must say it is an awesome service with amazing, well trained,always friendly, professional agents. Setup was simple and quick from start to finish, Andy had us up and running in a few hours. If you're looking for a virtual Assistant, I would highly recommend.

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

None. They did an amazing job

BACKGROUND

Please describe your company and your position there.

Director of operations and owner of the company

OPPORTUNITY / CHALLENGE

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

We receive calls all day long, Veta picks up all our calls and qualifies them as leads or time-wasters which saves us a lot of time

SOLUTION

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

We searched for a few companies but veta was more profressional

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

Receptionist coverage all day until 9pm. We forward them our phone calls through our provider and they take care of the rest. At every call, they send us an email follow-up detailing the call we got.

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

We worked with the owner Andy who was very professional and helpful in setting up our account.

RESULTS & FEEDBACK

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

Our clients are very impressed with the service and friendly staff that answers their calls.

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

Very organized regardless of how many calls we get.

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

Andy takes our feedback and implements it very quickly.

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

Not that i can think of

BACKGROUND

Please describe your company and your position there.

I'm a lawyer running a small solo practice in the areas of real estate and wills and estates.

OPPORTUNITY / CHALLENGE

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

My call volume isn't high enough for a full time receptionist, so I have been relying on virtual receptionist services for a number of years. I switched to Veta Virtual almost one year ago to handle general inquiries and take messages on my behalf.

SOLUTION

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

I searched for virtual receptionist services online and shortlisted a few options. I chose Veta Virtual because it seemed like the right fit for me in terms of pricing and services offered, and I liked that they assign a small number of receptionists to my file so they will know my business and clients better.

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

My callers have an option to speak with reception when calling, and Veta Virtual covers these calls both during and outside of my business hours, within their hours. Outside of their hours there is a voicemail box and they will check messages and send them to me the following business day.

The receptionists take down the caller details I've requested that they collect and send the details to me by email. Under certain conditions they will check with me to see if they can put a caller through to me directly.

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

I have spoken with Andy as well as with some of the 5 receptionists assigned to handle my calls. They are always open to feedback and suggestions and have been responsive and friendly when I have contacted them.

RESULTS & FEEDBACK

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

My receptionists have saved me time by taking down key information from potential clients so that I can be more efficient when I call them back. My clients have spoken highly of the receptionists they have spoken with as well.

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

I am able to email my contacts whenever needed.

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

Andy has been very hands on and responsive. Their receptionists give me the impression of genuine care about my business and are trying to help me gain clients.

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

At the moment everything is going well.

BACKGROUND

Please describe your company and your position there.

Operations Manager for a multi-location accounting firm in NY and NJ.

OPPORTUNITY / CHALLENGE

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

Project: List Reactivation Goal: To book more appointments

SOLUTION

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

Recommendation from the owner of the company. The deciding factor was a great first impression and clear communication of what they will and can do.

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

We hired them to call a list of over six thousand names in order to book appointments. The goal was to get appointments booked and update each name to a status we requested which helped us clean our database.

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

With Andy and it was great

RESULTS & FEEDBACK

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

We've gotten more bookings from previous clients who did not return last year.

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

Their communication was flawless!

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

The speed of deliverability on the project.

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

Nope

BACKGROUND

Please describe your company and your position there.

Reseller of gift cards. President

OPPORTUNITY / CHALLENGE

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

To cover phone calls after our business hours and on weekends.

SOLUTION

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

Did our research online and then wanted to hire a small, Canadian company and they fit the bill.

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

They answer our out-of-business-hours phone calls. Email us the pertinent information promptly and then we service our prospects and clients. They were very informed about our business.

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

We work with an account manager and he is set us up very quickly and easily.

RESULTS & FEEDBACK

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

Service was excellent and helped us get new business that we might have missed without the service.

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

Very timely and professional.

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

Small, responsive and personal.

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

No everything has been fine to date.

BACKGROUND

Please describe your company and your position there.

Managing director of a digital marketing company

OPPORTUNITY / CHALLENGE

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

cut cost and have more streamlined process in the company

SOLUTION

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

great pricing + customer service

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

they collect the calls and leads, sort them out in terms of categories, and send it to different departments of our company

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

Andy, great customer service, understood what we needed right away.

RESULTS & FEEDBACK

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

We cut more than $2500 from our fixed cost, but increased in efficiency

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

Every single inquiry we had about our services were answered within the day.

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

They setup fast and their customer service is outstanding. It felt very personal.

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

Nothing. 100% happy