Wing Assistant

BACKGROUND

Please describe your company and position.

I am the COO of My Personal Mentors Ltd.

Describe what your company does in a single sentence.

We help immigrants land better jobs in North America.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wing Assistant to accomplish?

• Customer service
• Sales
• Customer satisfaction and retention

SOLUTION

How did you find Wing Assistant?

Online Search

Why did you select Wing Assistant over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from Wing Assistant were assigned to this project?

2-5 Employees

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

1. 2. 3. 4. 5. 6. 7. 8. Develop and execute sales strategies/ new business opportunities to increase revenue

and achieve sales targets.

Research potential clients (Social media + CRM + Email Clicks) & and close hot leads

with weekly targets!

Collaborate with marketing and product teams to develop effective sales materials and

handle webinar campaigns (Pre & Post)

Lead, coach, and mentor sales associates to improve their performance and achieve

sales targets.

Build and maintain relationships with key clients and stakeholders and provide support.

Analyze sales data, competitor pricing, and metrics to identify areas of improvement +

develop sales tactics to grow revenue.

Develop and maintain a sales pipeline (Go High Level) to keep track of current

customers and also timely follow up with the hot leads.

Perform other tasks or duties requested by the management.

Requirements:

1. Proven 3+ years of experience as a sales lead or similar leadership role.

2. Experience working with sales targets every month!

3. Handled email campaigns + Closing leads over Phone calls (

4. Education—---------

5. Excellent communication, negotiation, and leadership skills.6. Ability to manage multiple tasks with a constant.

7. Ability to develop and implement sales strategies.

8. Strong market research, analytical, and problem-solving skills.

9. Ability to motivate and mentor a sales team.

10. Candidates must have their own laptop/computer with high-speed internet.

11. Excellent knowledge of MS Office and Google Suite,

RESULTS & FEEDBACK

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

1. 30 closes/month
2. Increasing customer satisfaction 
3. Daily cold outreach 

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

Yes, wing's emoloyees have great work ethic.

What was your primary form of communication with Wing Assistant?

Virtual Meeting

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

The team was disciplined and punctual.

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

The sales manager tends to over commit and under deliver. (Ishrat)

BACKGROUND

Please describe your company and position.

I am the Co-Founder and CEO of SELLIT9

Describe what your company does in a single sentence.

Provide instant liquidity to pre-owned household items, starting with electronics.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wing Assistant to accomplish?

• Cost Effective Customer Success
• Calls, Emails, Operations

SOLUTION

How did you find Wing Assistant?

Online Search

Why did you select Wing Assistant over others?

Pricing fit our budget

How many teammates from Wing Assistant were assigned to this project?

1 Employee

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

Responsibilities
Provide exceptional customer support via phone, email, chat (Intercom, WhatsApp, Twilio, Aircall, etc.).
Guide customers through the device trade-in and pickup process, ensuring a smooth experience.
Address customer inquiries using approved scripts and workflows.
Handle objections and concerns professionally (e.g., pricing, trust in the process, alternative solutions).
Collaborate with operations and pickup teams to coordinate transactions efficiently.
Track and report key customer experience metrics.
Manage and update CRM records in HubSpot.
Follow internal communication policies (e.g., logging shifts, reporting metrics, providing daily updates in Slack).
Uphold SELLIT9’s commitment to transparency, fairness, and excellent service.

Expectations
Customer Engagement: Proactively assist customers, ensuring they understand the process.
Response Time: Answer inquiries within reasonable response times (live chat, calls, SMS, etc.).
Follow Scripts & Policies: Use pre-approved messaging for consistency.
Operational Coordination: Work with internal teams to fulfill orders smoothly.
Problem Solving: Offer solutions when issues arise (e.g., trust concerns, price objections, etc.).
Schedule Compliance: Adhere to assigned shifts and notify the team of schedule changes per policy.
Professionalism: Maintain a positive, helpful, and customer-first approach.

Goals
Short-Term Goals (First 90 Days)
Master customer interaction scripts and workflows.
Achieve response time & resolution benchmarks.
Handle at least 90% of customer inquiries independently.
Contribute to process improvements based on common customer concerns.
Mid/Long-Term Goals (3-12 Months)
Drive a measurable increase in customer satisfaction & positive reviews.
Identify and suggest process improvements for efficiency and automation.
Develop deep expertise in SELLIT9’s operations to take on additional responsibilities.

Success Measures
Customer Satisfaction: Positive feedback from customers.
Response Time: Average time taken to respond to inquiries.
Resolution Rate: Issues resolved without escalation.
Close/Won Ratio: % of transactions successfully completed.
Review Generation: Number of 5-star reviews generated from satisfied customers.
Operational Efficiency: Adherence to process and effective coordination with internal teams.

RESULTS & FEEDBACK

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

Hit all the success measures and goals.

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

They were proactive, responsive, and attentive -- excellent experience with the Wing Team and our assistant.

What was your primary form of communication with Wing Assistant?

• Virtual Meeting
• Email or Messaging App

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

How fast they moved, how professional they are, how responsive and tech forward they are.

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

Our first assistant could have been vetted better as it didn't work out after a few months, but the change to a new assistant was fast and is working out better than we could have expected.

BACKGROUND

Please describe your company and position.

I am an executive for Carty Custom Builders

Describe what your company does in a single sentence.

Residential Home Consturction

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wing Assistant to accomplish?

• Take repetitive tasks off my plate to free up time
• Build email database of local real estate agents
• Invoice entry into quickbooks

SOLUTION

How did you find Wing Assistant?

Online Search

Why did you select Wing Assistant over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Wing Assistant were assigned to this project?

1 Employee

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

Our Vistual Assistant was responsible for processing invoices in Quickbooks as they were received, running regular reports on payables, work in progress and account balances.  Additionally, our VA was tasked with pulling email address for local real estate agents from websites, emails we received and other advertising platforms.

RESULTS & FEEDBACK

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

As a home builder, building the units on time and on budget is our main concern.  Working with Wing Assistant allowed us to focus more on the building and less on the office work.

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

Our VA was always on time and delivered what we asked for.  She required very minimal training.

What was your primary form of communication with Wing Assistant?

Email or Messaging App

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

It had the best flexibility in finding a VA.  The whole process was fairly easy.

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

I had expected there to be more automation than I saw based on what I had read about the company.  I put together a lot of work flows that I don't think actually got used for anything.

BACKGROUND

Please describe your company and position.

I am the Manager of Office Operations and Human Resources. of Provida Family Medicine

Describe what your company does in a single sentence.

comprehensive healthcare provider dedicated to offering personalized and compassionate care to families and individuals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wing Assistant to accomplish?

• Patient Outreach
• Administrative duties

SOLUTION

How did you find Wing Assistant?

Online Search

Why did you select Wing Assistant over others?

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

How many teammates from Wing Assistant were assigned to this project?

2-5 Employees

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

At Provida Family Medicine, Wing AI Technologies provides virtual assistant services to enhance our operational efficiency and patient care.

Key Deliverables:

Administrative Support: Scheduling appointments, handling patient inquiries, and managing electronic health records.
Patient Communication: Sending reminders, assisting with intake forms, and answering patient questions.
Billing and Insurance: Processing insurance claims, handling billing inquiries, and coordinating with insurance companies.
Data Management: Maintaining patient records, ensuring data accuracy, and generating reports.
Operational Support: Assisting with inventory management, coordinating with medical staff, and supporting telehealth services.

RESULTS & FEEDBACK

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

Improved Appointment Scheduling Efficiency:

Reduction in appointment scheduling errors by 30%.
Increase in patient appointment confirmations by 25%.
Enhanced Patient Communication:

40% increase in patient satisfaction scores related to communication.
20% reduction in missed appointments due to timely reminders.
Streamlined Billing and Insurance Processes:

35% decrease in billing errors.
25% faster insurance claim processing times.
Accurate Data Management:

50% reduction in data entry errors.
Improved accuracy and completeness of electronic health records.
Operational Support:

20% increase in efficiency of inventory management.
Enhanced coordination among medical staff, leading to smoother operations.
These outcomes highlight the significant positive impact that Wing AI Technologies' virtual assistants have had on our medical practice, contributing to improved efficiency, patient satisfaction, and overall operational success.

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

Wing AI Technologies demonstrated excellent project management throughout our collaboration. They consistently delivered items on time, ensuring that all tasks and deliverables were completed according to the agreed-upon schedule. Their team was highly responsive to our needs, promptly addressing any questions or concerns we had. They maintained clear and open communication, which helped us stay informed and confident in their ability to support our medical practice.

Overall, their project management was efficient and reliable, contributing to the success of our partnership.

What was your primary form of communication with Wing Assistant?

• Virtual Meeting
• Email or Messaging App

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

What we found most impressive and unique about Wing AI Technologies is their exceptional efficiency and professionalism. Their virtual assistants seamlessly integrated into our medical practice, significantly enhancing our workflow and patient care. Additionally, their responsiveness and dedication to meeting our needs stood out, making them a well-trusted partner. Their ability to consistently deliver high-quality support and adapt to our evolving requirements truly sets them apart.

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

None. 

BACKGROUND

Please describe your company and position.

I am the CEO of LiveWebMedia

Describe what your company does in a single sentence.

Web Design and Marketing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wing Assistant to accomplish?

• Private assistant to the CEO

SOLUTION

How did you find Wing Assistant?

Online Search

Why did you select Wing Assistant over others?

High ratings, Pricing first our budget, Great culture fit, Good value for cost

What was your primary form of communication with Wing Assistant?

Virtual Meeting, Email or Messaging App

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

WING provided invaluable support to the CEO of LiveWebMedia, allowing him to focus on his core responsibilities without being overwhelmed with administrative tasks. WING developed a suite of virtual assistant (VA) services tailored specifically for LiveWebMedia's needs, from website maintenance and customer support to calendar management, budgeting, bookkeeping, and other day-to-day operations.

The VA team was able to handle the administrative tasks quickly and efficiently, freeing up more of the CEO's precious time so that he could concentrate on developing strategies and managing the company. By using this virtual assistance service, he was able to keep LiveWebMedia running smoothly while still staying on top of all his commitments. In addition to providing VA services, WING also helped streamline certain processes within LiveWebMedia to increase efficiency.

For example, they worked closely with the CEO to develop automated systems that handled mundane tasks such as collecting customer data or sending out invoices. These automated systems allowed LiveWebMedia employees to focus their energy on more productive tasks instead of wasting time on repetitive tasks.

Overall, WING expertly handled all administrative aspects of LiveWebMedia's operations and allowed its CEO to stay focused on long-term goals for the company's growth. Their commitment to excellence and dedication to providing high-quality VA services has enabled LiveWebMedia to be successful in achieving its business objectives.

RESULTS & FEEDBACK

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

• Booked more meeting
• Received more clients due to the ability to manage clients

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

WING is a project management platform that can help teams be productive while managing complex projects. It provides tools such as task management, and collaboration to ensure teams stay organized and on track.

WING also provides a simple drag-and-drop interface, users can easily create and organize tasks for their team members, as well as assign them roles and responsibilities. Additionally, WING enables teams to collaborate effectively within their projects by chatting directly within the platform and sharing files quickly.

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

Their hiring process, Think of WING like HR for your company, after a long conversation about your needs, and the companies needs, they will then reach out to and hire the person whom will become part of your organization.

Are there any areas for improvement or something {provider_name} could have done differently?

Everything is running smoothly, as stated WING's role is HR for your organization, meaning if you are unhappy with your team or assistant, they will replace them and train them for you.

BACKGROUND

Please describe your company and your position there.

I'm the Director of Marketing for a real estate and property management firm.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Wing Assistant, and what were your goals?

We hired a Wing Assistant to support our ongoing digital marketing campaigns for a variety of apartment and condominium projects. Our goal was to increase our bandwidth by having an external party handle more of the day to day reporting tasks so our team could focus on the larger scale initiatives and projects.

SOLUTION

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

We were looking at a variety of virtual assistant programs however what made us choose Wing was the fact that their talent had specific marketing experience. Being able to speak the same language, so to say, as our marketing assistant was incredibly important for us.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

We knew we had a need to get outsourced help. We had taken a few steps over the years to try and identify the right virtual assistant for us but nothing ever seemed to be the right fit. After speaking with the team at Wing and learning more about their process it became clear this was the company we should go with. They felt like a right fit from the start.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with 3 different people from Wing to get started. I had a few onboarding calls with various client relationships managers and I also work directly with my virtual assistant.

RESULTS & FEEDBACK

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

We've increased our bandwidth tremendously by having our Wing assistant. They act quickly and are incredibly responsive.

How effective was the workflow between your team and theirs?

Seamless. They have a robust platform that makes communicating with our VA incredibly easy.

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

Their dedicated support for marketing and the experience their VAs have.

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

I have been very pleased with each aspect of hiring my Wing VA.

BACKGROUND

Introduce your business and what you do there.

I’m a managing partner and founding team member at Oceans, a venture capital firm. We invest in tech startups. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wing Assistant?

We needed help with data input to evaluate and assess all the startups interested in getting funding for us. 

SOLUTION

What was the scope of their involvement?

Wing Assistant provides us with data input and research services. Initially, we provided documentation and guidance and answered any questions the team might have. 

We have a form on our site that tech startup founders can submit to us, which we receive via email. Our Wing Assistant teammate reviews and inputs all that information into our CRM to ensure the data is complete. If the data isn’t complete, they research to provide the missing data. 

Additionally, Wing Assistant does research for our fund about investors and portfolio managers that might be interesting to us. 

What is the team composition?

On a day-to-day level, we work with Bipin (Social Media Specialist), our assistant. We also have a customer success teammate assigned to us. 

How did you come to work with Wing Assistant?

One of the founders of a company we’ve invested in recommended Wing Assistant because they had used them before. 

How much have you invested with them?

We’ve spent about $6,000.

What is the status of this engagement?

We started working with them around April 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Wing Assistant’s work helps increase our efficiency. Their data entry and research enable me to review our deal pipelines consistently and quickly. As a result, one of my colleagues and I have saved many hours every week. 

How did Wing Assistant perform from a project management standpoint?

The team is very efficient, delivers on time, and is always flexible and accessible about adjusting to our priorities. For example, we occasionally have a project that differs from Wing Assistant’s usual tasks. Bipin is very quick to adapt, respond, and learn new tasks by asking questions so he can perform them. 

We have continuous contact with Wing Assistant during the day over Slack. 

What did you find most impressive about them?

Bipin is highly accessible, approachable, and prompt. He lets me know when he starts his shift every morning and provides updates during the day. 

Are there any areas they could improve?

I’ve already given Wing Assistant feedback on how many points of contact there are from an account management perspective. 

Do you have any advice for potential customers?

Lay out the expectations and needs clearly. Have step-by-step guidance and documentation for what the task is. If the task is challenging, walk Wing Assistant through it to make sure the team understands it. 

BACKGROUND

Please describe your company and your position there.

I'm the CEO and Founder of Luminary Leaders - Podcast/Radio Host on multiple platforms, Co-Director for the National Veterans Chamber of Commerce

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Wing Assistant?

Multiple capacities of research, preparing spreadsheets for business development, graphic design work, outbound emails & follow-up, appointment scheduling, Client services, LinkedIn inbox management, website maintenance, and updates, email templates for outbound sales, CRM operations and much more.

SOLUTION

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

We hired Wing after a referral from a colleague and it was a quick decision to hire Wing based on their onboarding process, client care, efficiency, and ability to meet & exceed our expectations.

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

Multiple projects daily - from concept to implementation, execution to completion.

Describe the recruitment process in detail.

They arranged for a Zoom meeting for us to meet the Supervisor who would intake our company information & our expectations. We had a new VA within the same week of hiring Wing Assistant who matched our needs and since that time, we have enjoyed the Dashboard and ability to assign tasks effortlessly - daily and since our VA knows our brand and culture, projects are completed timely and with little direction.

RESULTS & FEEDBACK

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

Many to share, improved website design, new template emails for each client, Holiday graphics completed for the year to share on social media, LinkedIn outreach with 50+ appointments already completed for business development.

How effective was the workflow between your team and theirs?

10+ ease of workflow and outcome

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

Senior management is hands-on and all levels of Wing supervisors are kind, caring, and willing to help & support.

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

None that I can share. I love working with Wing and plan to have a long-term working relationship.

BACKGROUND

Please describe your company and your position there.

I am the VP of a company that provides advance programmatic job advertising solutions for high volume high velocity hiring needs.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Wing Assistant?

Our company is constantly looking for new venues of finding candidates to achieve a true omnichannel approach to recruitment. Hiring Wing Assistant has opened the door to expanding our proprietary network.

SOLUTION

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

We selected this firm based on reviews and price! They are easy to work with and very helpful along the way.

Describe the project in detail and walk through their service package.

They work through a plethora of candidates and are able to match them to a job that suits them best while ensuring top notch quality for our clients.

How many resources from the vendor's team worked with you, and what were their positions?

We have an account rep Lynn who has been a pleasure to work with as well as 4 Assistants I communicate with on a Daily basis. The team comes with ideas and feedback that are very beneficial for the success of our Company.

RESULTS & FEEDBACK

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

We were able to optimize performance based on certain recommendations from the Wing Assistants on sourcing our candidates.

How effective was the workflow between your team and theirs?

Seamless workflow. We communicated through Discord and are able to set up meetings as well.

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

Wing Assistant cares about the success of our company. Very helpful and cooperative.

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

No - we are expaning Wing Assistants into different departments of our Company to discover how else they can help us hit our goals in 2023.