Key Outcomes
Table of Contents
Key Outcomes
Discover the transformative role of virtual assistants in handling administrative tasks, boosting efficiency, and enhancing productivity. In this Case Study we share how setting realistic expectations, proper training, and task organization can help with business growth.
About PeopleWise
PeopleWise specializes in helping organizations make critical hires that are key to their success, whether for leadership roles or important individual contributors. Unlike large recruiting firms, PeopleWise offers a high focus and commitment tailored to each search.
Navigating the Challenges
Chris Wessel, CEO of PeopleWise, faced a pressing challenge: scaling his business and increasing billings while minimizing administrative burdens, all without adding too many full-time staff. Administrative and operational tasks often consumed valuable time that could have been spent strengthening client relationships and generating revenue. He needed a cost-efficient solution that allowed him to streamline operations and focus on his priorities.
By bringing on Andres, his Valatam assistant, Chris discovered an effective way to tackle these challenges. Andres managed various business and personal tasks and supported Chris in his volunteer commitments, such as his board work with Junior Achievement. This strategic delegation enabled Chris to double his billings while building a partnership that added long-term value to his business. Together, they struck the right balance between tasks requiring Chris’s expertise and those that could be delegated, optimizing both productivity and efficiency.
What Lies Ahead
Before partnering with Valatam, Chris faced ongoing challenges balancing operational efficiency and business growth. His workload was split between maintaining critical client relationships and handling the day-to-day admin work that kept the business running. Despite his best efforts, it was difficult to stay on top of it all without sacrificing quality in key areas. Chris knew he needed targeted support to continue growing his revenue without adding more in-house staff.
“I’ve doubled my billings without adding anyone to my team by just making better use of Andres and my own time”
Chris Wessel – Managing Partner of PeopleWise
The Path Forward
- We prioritized reducing administrative workload and providing a structured support system.
- Guided Chris to set up tailored training focused on his processes and needs, creating a strong foundation for seamless task delegation.
- We set up long-term planning, ensuring his remote team members could proactively address both routine and emerging needs.
- By integrating project management tools, we provided a transparent and organized approach that kept Chris’s goals in focus and his tasks on track.
How We Did It
Through a strategic mix of delegation and well-defined task management, Chris and his assistant achieved a balance that empowered each to work more effectively. Andres took on a range of tasks that allowed Chris to double his billings, streamline recruitment activities, and enhance client engagement. By focusing on the repetitive yet essential duties, his new team member enabled Chris to invest his time in complex decision-making and high-value conversations with clients.
Valatam’s focus on tailored support enabled their assistant to work with minimal supervision while maintaining efficiency. Chris’s respectful and trust-based approach to virtual assistant management empowered his assistant to work autonomously, delivering quality work with low supervision and fostering a reliable, long-term partnership.
“You want your salespeople to spend as much of their eight hours a day as possible selling. Tasks like scraping lists and reviewing LinkedIn profiles should all be delegated to a virtual assistant.”
Chris Wessel – Managing Partner of PeopleWise
Mapping the Journey
- Chris doubled his billings without increasing staff, thanks to streamlined operations and the support of his remote team member.
- Reduced administrative tasks, allowing Chris to focus on high-value activities like revenue generation and client relationships.
- The delegation of both business and personal tasks led to improved work-life balance and enhanced productivity.
- By building a long-term, proactive partnership with Valatam, Chris’s virtual assistant consistently delivered valuable ideas, not just task execution.
- Integrating tools like Trello and tailored training created clear communication, accountability, and efficient task management.
Driving Results
Working with Valatam, Chris achieved more than just operational efficiency. The strategic delegation of tasks allowed him to maintain his client relationships while growing his revenue. The real success came from the long-term partnership built on trust, where his virtual assistant was more than just a task-doer — they became a valued collaborator.
Over the years, Andres developed an in-depth understanding of Chris’s business, offering proactive insights and suggestions that further improved the workflow. The integration of task management tools like Trello and the careful training of his remote team member ensured that tasks were always prioritized and executed without micromanagement, giving Chris the freedom to focus on what mattered most.
Conclusion
This partnership with Valatam demonstrates the power of strategic delegation and tailored training. By trusting in a remote team member and taking the time to build a strong foundation, Chris has successfully streamlined his operations, grown his business, and maintained key relationships with minimal stress. This case proves that the right support, when aligned with business needs, can lead to long-term success and sustained growth.
“Some recruiters want pre-trained VAs, which is an unrealistic expectation… I want [my VA] to do it the way I want to do it, so I train them to approach it my way.”.
Chris Wessel – Managing Partner of PeopleWise
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