Wishup

BACKGROUND

Please describe your company and position.

I am the CEO and Owner of J. Walcher Communications

Describe what your company does in a single sentence.

Full service public relations and marketing agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• Calendar integration
• Inbox sorting
• Personal research

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

Referred to me

How many teammates from Wishup were assigned to this project?

1 Employee

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

Calendar integration, email management, personal research

RESULTS & FEEDBACK

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

Calendar integration, inbox management

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

Items delivered quickly and on time

What was your primary form of communication with Wishup?

Email or Messaging App

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

Their service was quick and efficient.

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

Worked on communication of task lists

BACKGROUND

Please describe your company and position.

I am the Vice President of sales of Buzz

Describe what your company does in a single sentence.

Buzz develops software solutions that help businesses automate customer engagement and sales processes.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• Manage customer support tasks and lead generation.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

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

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

Wishup’s team handled inbound client messages, followed up on warm leads, and organized our CRM to ensure no opportunities were missed. They also took care of routine customer queries, freeing our internal team to focus on building relationships and closing larger deals.

RESULTS & FEEDBACK

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

Within the first few months, our lead response time improved significantly, and we saw a noticeable increase in qualified leads entering our pipeline. Their work helped us maintain consistent communication with potential clients and improved customer satisfaction overall.

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

They were reliable and responsive, always delivering tasks on time. We communicated mostly through Slack and email, and they were quick to adjust whenever we needed a change in priorities or reporting format.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

What stood out most was their ability to quickly understand our sales process and adapt to our tone with customers. The assistants felt like a natural extension of our team rather than outsourced support.

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

A bit more overlap in working hours with our core team would make coordination even smoother, but overall, the experience has been excellent.

BACKGROUND

Please describe your company and position.

I am the Chief Operating Officer of Profit Whales

Describe what your company does in a single sentence.

We helps businesses optimize their Amazon advertising campaigns to maximize sales and profitability.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• We initially had a complicated situation with state registration because our employees reside in different states. We were looking for someone to help us with personnel registrations, renewals, and audits.

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

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

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

They provide HR consulting, and they also handle our contractor payments. I’ve added them to our Gusto portal, which they are using for their tasks. 

RESULTS & FEEDBACK

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

We’ve saved around 10–15 hours per month, thanks to Wishup. Before working with them, our HR processes have been a mess.

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

Wishup meets their deadlines and stays on budget. We usually communicate using Slack. 

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

Wishup is very reliable. I’ve already cycled through different freelancers, but those other folks haven’t been a good fit for my company. Meanwhile, Wishup has the consistency that I need, removing the need to find a new partner every few months. 

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

I can’t think of anything. We’re pretty happy with everything so far.

BACKGROUND

Please describe your company and position.

I am the Broker/Owner of a real estate company.

Describe what your company does in a single sentence.

Our company is a small Real Estate Company offering individualized attention to its customer.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• To completely offload our bookkeeping and financial tracking tasks to a professional, ensuring accuracy in QuickBooks and saving me 6+ hours of admin work each week.
• To implement a reliable system for managing agent commissions, chasing client invoices, and handling vendor payments to improve our cash flow and financial organization.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

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

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

Wishup provided a dedicated virtual bookkeeper who took over our entire financial workflow. Her work was a game-changer. She handled categorizing all our business transactions, processing bi-weekly commission payments for our agents, and sending out gentle reminders for overdue invoices. She also managed paying our vendors on time. The best part was the weekly financial snapshot she prepared every Friday morning, I had a clear, simple report on my desk that told me exactly where we stood financially. It gave me my weekends back.

RESULTS & FEEDBACK

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

The difference was night and day. We went from having several late client payments each month to almost none. I got about six hours of my time back every single week. The real win was at tax time; our accountant commented on how organized our books were, which made the entire process smooth and stress-free.

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

The consistency was fantastic. That Friday report landed in my inbox like clockwork. If I ever had a quick question or needed a special report pulled, a quick message on Slack was all it took. She was always on top of everything and made me feel like my business was her top priority.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

What really stood out was how she became a real part of our team. She took the time to learn how we operate and would proactively message me about small things, like an unfamiliar charge, just to double-check. That level of care and attention made me feel completely confident that everything was in good hands.

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

The whole experience has been exactly what I needed from start to finish. The onboarding was straightforward, the communication was always clear, and the quality of work was consistently excellent. They built a lot of trust quickly, and it just worked.

BACKGROUND

Please describe your company and position.

I am the Director of Visage Consulting Services Inc.

Describe what your company does in a single sentence.

Visage Consulting Services Inc. provides business advisory and operational support to small and mid-sized firms, helping them optimize processes and improve efficiency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• Streamline executive calendar and inbox management. Improve client follow-ups and scheduling efficiency.
• Free up internal team from recurring admin tasks to focus on consulting projects.

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

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

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

Wishup provided us with a dedicated Virtual Assistant who acted almost like an extension of our internal team. The assistant handled inbox management, coordinated calendars for multiple executives, and managed recurring tasks like client scheduling and follow-up emails. They also helped with data entry, maintaining our CRM, and preparing weekly status reports. Having someone who could quickly pick up our tools and workflows (Google Workspace, Slack, and Zoho) was a big plus.

RESULTS & FEEDBACK

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

Within the first month, our internal team regained nearly 15 hours per week, which we redirected toward client-facing work. We also noticed a 30% reduction in missed follow-ups and scheduling conflicts, thanks to better calendar oversight. Financially, it was more cost-effective than hiring an in-house coordinator.

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

Everything was delivered on time. They were proactive about updates and checked in regularly to confirm priorities. Communication was smooth through email and Slack, and the account manager made sure any concerns were addressed immediately.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

The onboarding speed stood out we had someone working for us in under an hour. Their assistant was well-trained, understood our requirements quickly, and adapted to our tools without needing extensive guidance. Compared to our past experience trying freelancers on Upwork, the consistency and reliability here were night and day.

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

Honestly, nothing.

BACKGROUND

Introduce your business and what you do there.

I'm the president and CEO of Brame Brands, a company that develops and supports restaurant franchises with comprehensive services, including site selection, construction, and marketing.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wishup?

We needed support to reduce the time I spent on outreach and follow-ups. We also needed someone to handle heavy marketing tasks like email campaigns, CRM updates, and lead qualification so our internal team could focus on strategy and closing deals.

SOLUTION

What was the scope of their involvement?

Wishup provides us with virtual assistant services. Their team helps us with cold emailing, social media scheduling, and managing our CRM. They also monitor engagement on LinkedIn, track leads, and create weekly performance reports for our campaigns.

More specifically, Wishup's team handles daily cold outreach and lead qualification reports, weekly social media calendars, CRM updates with notes and lead statuses, and inbox and client follow-up schedule organization.

What is the team composition?

We work with two teammates from Wishup.

How did you come to work with Wishup?

We found them through an online search. I chose them because they offered flexibility and quick onboarding compared to traditional agencies. Most agencies required long-term contracts and had a heavy setup process, but Wishup allowed me to start within a few days with a dedicated assistant who already had experience in the tools we use.

What is the status of this engagement?

We started working with them in February 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Since working with Wishup, we've been able to reduce time spent on repetitive admin tasks by over 40%, which has allowed our core team to dedicate more hours to client acquisition and strategy. As a result, we've seen a 60% increase in project turnaround speed and a noticeable improvement in client satisfaction scores within three months.

Moreover, our response time to inbound inquiries has improved by 70%. In terms of outreach, Wishup's virtual assistant has helped us book 15 qualified calls in the first two months, which has directly contributed to closing new deals. Overall, faster turnaround and better client communication have helped us close deals about 25% quicker. That boost in efficiency has led to roughly 15% growth in revenue last quarter.

How did Wishup perform from a project management standpoint?

Wishup's project management has been excellent. Tasks are well-organized, updates are consistent, and everything has been delivered on time without any follow-up from my side. The team is proactive, which makes the whole process stress-free.

What did you find most impressive about them?

The quality of Wishup's assistants really stands out. They're proactive, communicate clearly, and handle tasks without constant supervision. That level of reliability is hard to find.

Are there any areas they could improve?

I can't think of anything for them to improve.

BACKGROUND

Please describe your company and position.

I am the Chief Executive Officer of Hummingbird

Describe what your company does in a single sentence.

Hummingbird is a real estate brokerage that focuses on helping clients buy and sell residential properties across multiple markets.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• Free up my time as CEO from admin tasks to focus on client acquisition, high-level strategy, and closing real estate deals.
• Improve accuracy of property listings and CRM data while creating a more reliable system for client communication and scheduling.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

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

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

We started with a part-time Virtual Assistant from Wishup to handle what I call the "engine room" operations. The scope was broad but crucial. Their key deliverables included managing my entire calendar and setting up all client meetings, handling data entry for new property listings into our CRM (Follow Up Boss), preparing weekly reports on lead activity, and conducting online research on comparable properties. They also took over the meticulous task of ensuring our listings and our own website were consistent and accurate.

RESULTS & FEEDBACK

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

The measurable outcomes were clear almost immediately. Within the first two months, I reclaimed about 15 hours a week that had been spent on administrative work. This directly translated into me closing two additional deals that quarter because I had the bandwidth to nurture those clients personally. Our listing accuracy improved to nearly 100%, which seems small but significantly reduces headaches and confused client calls.

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

Communication was excellent. The VA checked in regularly and confirmed tasks were completed on time. If we had an urgent need, they were quick to respond and adjust priorities without any fuss.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

The most impressive thing was the quality of the person they matched us with. It wasn't just about finding someone who could do the tasks; it was about finding someone who understood the pace and the importance of details in real estate. Sarah learned our business quickly and often anticipated what needed to be done next. The pre-training in all the tools we use meant she was productive from day one.

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

It's difficult to think of anything they could have done differently. The entire experience was smooth from the start. The onboarding process was clear, and the matching with our VA was perfect. If I were forced to say something, I'd simply suggest they keep doing exactly what they're doing. They've built a model that works exceptionally well for a busy real estate executive like me.

BACKGROUND

Please describe your company and position.

I am the CEO of an ISP.

Describe what your company does in a single sentence.

A technology and internet services company focused on building solutions that simplify data management and digital workflows for mid-sized businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• Help with calendar management.
• CRM updates, and general task offload.

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

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

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

Wishup assigned me a dedicated virtual assistant who quickly became an extension of my team. They took over managing my inbox, scheduling meetings, updating our HubSpot CRM, and keeping client deliverables organized. They also helped with online research for potential leads, cleaning up spreadsheets, and preparing reports for our weekly strategy reviews.

RESULTS & FEEDBACK

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

I had previously tried hiring through Upwork, but turnover and reliability were constant issues. I wanted a partner I could depend on to handle recurring tasks consistently so I could focus on higher-level strategy. After a long search, wishup helped us get through by providing a solution. Within a month, I noticed a significant improvement in how quickly I was able to respond to clients because my assistant was filtering and prioritizing emails. Our CRM, which had been a mess, was reorganized and automated in ways that gave us a much clearer view of our pipeline. I’d estimate I saved at least 10–15 hours a week, which I was able to put back into sales and product development.

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

Project management was smooth. They communicated clearly, used Asana to track tasks, and never missed a deadline. If I needed a shift in priorities, they adapted quickly without me having to repeat myself.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

The reliability. Unlike freelancers I worked with on other platforms, I never had to worry about my VA disappearing or dropping the ball. Wishup provides stability, and their assistants are clearly trained to handle tools like HubSpot and Google Workspace from day one. That made onboarding almost effortless.

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

Honestly, I haven’t run into any major issues. They were excellent.

BACKGROUND

Please describe your company and position.

I am the Project Manager of Think Company

Describe what your company does in a single sentence.

Think Company is an award-winning experience design and development consultancy. We design and build user-centered digital products, from research and strategy through UX and UI design.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• Faster scheduling, cleaner communication, better documentation, and fewer loose ends around timesheets, POs, and small but important tasks that slip when things get busy.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

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

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

They assigned a dedicated VA who works alongside our PM team. 

What they handle for us now:

Email management for two shared inboxes. They filter, tag, and draft replies for PM approval. Each morning by 9 am ET we get a short digest of must-respond items.

Scheduling and calendar support. They set up client and internal reviews, block working sessions, and manage time zones. For research studies, they coordinate participant invites and reminders, then keep a simple tracker in Google Sheets.

Meeting support. They prep agendas, take notes in Notion, capture decisions and action items, and post summaries to the right Slack channels within an hour after each meeting.

Client and vendor follow-ups. They confirm calls, request assets, and nudge on open questions so PMs do not have to. They log approved expenses, file receipts, update PO numbers on invoices, and keep our AR spreadsheet current.

Key deliverables each week:

Inbox digest every weekday morning and a Friday wrap-up

Updated Asana boards with due dates and assignees

Meeting notes and action lists stored in Notion within one hour

Research participant schedule and attendance sheet

AR status sheet with invoice dates, amounts, and follow-ups

RESULTS & FEEDBACK

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

We reclaimed about 8–10 PM hours per week across two accounts since they took over inbox and scheduling.

Email backlog dropped by roughly 70 percent. Important messages get surfaced the same day.

Scheduling conflicts are rare now. Double-bookings basically disappeared.

Faster documentation. Meeting notes are posted within an hour instead of next day, which keeps teams moving.

AR visibility improved. Our open invoice tracker is current, and average follow-up time on past-due items went from a week to two days

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

They are consistent and organized. Tasks come in through Asana or Slack, and they acknowledge within minutes during their shift. Most same-day items are closed before end of day. If a request needs clarification, they ask one clear question and keep things moving. When we changed our note template, they adopted it the same day and backfilled the last week of meetings without being asked.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

They learned our workflow quickly and respect how our teams like to work. Small details stand out, like catching a calendar clash when a client added a late meeting, or flagging a missing PO number before an invoice went out. Their meeting notes are clean and action-focused, which is rare for outsourced support.

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

There's nothing to dislike, the experience has been smooth and helpful.

BACKGROUND

Please describe your company and position.

I am the Founder of Neurosight

Describe what your company does in a single sentence.

A custom software solutions for startups and small businesses, focusing on AI-driven analytics and automation tools.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?

• We brought Wishup on board because our core team was spending too much time on repetitive administrative tasks instead of product development. Specifically, we wanted help managing our calendars, inboxes, and client follow-ups so that our engineers and designers could focus on building software. Our goal was to free up at least 15–20 hours a week from non-core work while keeping client communications smooth and timely.

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

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

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

Wishup assigned us a dedicated virtual assistant who handled a mix of executive and administrative tasks. This included organizing our meeting schedules, screening and responding to routine client emails, preparing weekly progress summaries for our stakeholders, and coordinating with vendors. They also managed travel bookings for conferences, built a small prospect list for our sales team, and kept our CRM updated daily. Everything was handled remotely, but they integrated into our workflows quickly by using tools we already relied on like Google Workspace, Slack, and Notion.

RESULTS & FEEDBACK

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

Within the first month, our leadership team was saving about 18 hours a week collectively. Response times to client emails improved by almost 40 percent, and our meeting attendance rate went up because scheduling conflicts were virtually eliminated. The prospect list they built led to three qualified leads in our pipeline within two weeks.

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

They were consistently on time with every deliverable. Whether it was preparing a weekly report or confirming meeting details, the work was done without needing reminders. Whenever we had a new request, they were quick to adapt and give us an update within the same day.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

What stood out to me was how quickly the VA understood our business context. Even though they weren’t from a tech background, they grasped our client communication style and internal processes within a few days. It felt like adding an in-house team member rather than outsourcing.

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

Honestly, the only thing I would have liked is the option for extended coverage during our occasional weekend product launches. Aside from that, everything worked smoothly.