Case Studies
Discover how the Valatam team has succeeded in saving time & money for businesses around the world by providing a first class virtual assistance service.
LEAD GENERATION
Plan Wealth Management
Plan Wealth Management is a boutique investment firm advising expatriates on their finances. In just four years of operations they’ve grown to become the second biggest distributor of RL360 wealth management products in Latin America.
Valatam help them to generate new leads through LinkedIn lead generation campaigns, and they also outsourced their call centre to us, hiring several appointment setters whose primary responsibility is to carry out a marketing campaign which involves telephone potential customers and offering them a complimentary financial review meeting. We also provide their senior consultants with executive assistants who confirm their meetings and manage their calendar, as well as providing customer service and administrative support.
plan wealth management →
plan wealth management →
CONTENT CREATION
OGOShip
Ogoship is a logistics and warehousing company based in Helsinki, supporting E-commerce companies throughout Europe with their logistics and distribution. They came to us because they were aware that they could boost growth if they could get more useful information to their target customers, but their internal team simply didn’t have enough time to create content themselves.
We provided a bilingual content writer to research topics relevant to their target customers and to write original, helpful content for their readership. Their VA works with minimal supervision and produces weekly content for the in-house marketing manager to approve before posting across their sites and blogs. Their VA also recycles pieces of articles for use with social media.
ogoship →
ogoship →
ADMINISTRATIVE SERVICES
True Film Production
True Film Production is a New York based video production company. They focus on visual storytelling that creates emotional connections and drives action. Their client roster includes giants such as Uber and Nestle, as well as local NY brands.
We provided TFP with an executive assistant to the companies CEO, helping with things like calendar management, providing reminders, sorting and prioritising email, and PA tasks. The position soon morphed into a marketing role as the team member we provided had a marketing degree so was able to help handle the all tasks related fo True Film’s social media presence, saving their management huge amounts of time.
true film production→
true film production→
ADMINISTRATION & TRANSLATION
The Idea Attorneys
The Idea Attorneys ® are one of the leading Patent Attorneys offices in the USA. Their founding partner John Rizvi and his team help inventors and innovators to ensure their intellectual property is protected. They came to us because thanks to their prestigious reputation in the industry they would have many callers inquiring about their services. Sometimes they would not be able to attend a caller because their attorneys and other employeeswould be in meetings, resulting in leads ‘falling through the gaps’.
Valatam provided their office with a remote receptionist, a bilingual team member who could receive and make phone calls with a local Miami number, and follow up with leads to help them through the early stages of the Patent application process.
The Idea attorneys→
The Idea attorneys→
SOCIAL MEDIA MANAGEMENT SERVICES
Trahide
Trahide Company is based in Miami. They have been in the leather and hides industry for over 50 years, serving clients in the United States, Canada and Europe. They offer top quality raw material so they clients can make garments, bags, wallets, drums, handcrafts and more. Also they have finished products ideal for home décor and accessories.
They used to manage mainly a wholesale business but they also wanted to have a retail model and they know that can be time-consuming. It’s not easy to run a business and at the same time run a social media strategy, open online stores, create content for social media and prepare e-mail marketing campaigns for clients. We provided Trahide with a Social Media Manager, helping them to create and implement their social media strategy and to manage e-commerce platforms. With ads, online stores, social media channels and email marketing campaigns, they are now saving a lot of time, staying focused and reaching more customers.
true film production→
true film production→
CONTACT