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How Vitalis Outsourcing Transformed Doug’s Home Service Business

Vitalis Outsourcing > Case Studies > How Vitalis Outsourcing Transformed Doug’s Home Service Business
06 Case Studies

How Vitalis Outsourcing Transformed Doug’s Home Service Business

Overview

Doug, the owner of a Heating, Plumbing, and Cooling service business, was struggling to keep up with administrative tasks. While he was out in the field servicing clients, tasks like bookkeeping, inventory management, ordering supplies, CRM updates, and process documentation piled up. The lack of structure was affecting efficiency, and Doug found himself working late nights just to keep up.

That’s when he turned to Vitalis Outsourcing. By bringing in a skilled Virtual Assistant (VA) to handle the administrative workload, Doug was able to focus on what he does best—delivering quality service to his customers.

Results

By the Numbers:

  • 40% increase in service efficiency due to better inventory and scheduling
  • 100+ hours saved monthly on administrative work
  • 20% growth in client retention from improved CRM management
  • Consistent bookkeeping leading to better financial oversight
What It Meant for the Business:
  • More time on-site: Doug now dedicates 100% of his work hours to servicing clients, leading to improved customer satisfaction.
  • Streamlined inventory & ordering: No more last-minute shortages—parts and supplies are always stocked when needed.
  • A structured process: With a well-documented workflow, Doug can now onboard new staff more efficiently.
Before Vitalis Outsourcing

Challenges:

  • Spending too much time on admin work instead of client service.
  • Struggles with managing inventory and ensuring timely orders.
  • Disorganized CRM and lack of process documentation.
  • Inconsistent bookkeeping, leading to financial blind spots.

Goals:

  • Free up more time for fieldwork.
  • Improve operational efficiency and inventory management.
  • Organize and document key business processes.
  • Maintain accurate bookkeeping for better financial decision-making.
After Vitalis Outsourcing

Doug partnered with Vitalis Outsourcing and was assigned a VA with expertise in admin management for home service businesses. The VA took over essential tasks, including:

  • Bookkeeping & invoicing to track expenses and payments accurately.
  • Inventory & ordering to prevent stock shortages and delays.
  • CRM management to organize client data and improve follow-ups.
  • Process documentation to standardize operations for smoother workflows.

Process:

  • A business assessment identified key pain points.
  • A custom VA solution was designed to address Doug’s needs.
  • The VA was onboarded with targeted training for Doug’s operations.
  • Regular performance tracking ensured continuous improvements.
Parting Words

Doug’s decision to work with Vitalis Outsourcing transformed his business. With a dedicated VA handling admin work, he can now focus entirely on providing exceptional service to his customers. The operational efficiency, financial accuracy, and structured processes have set the foundation for future growth.

Are you overwhelmed with admin work? Let Vitalis Outsourcing help. Book a consultation today!