Client Case Studies
Each case study highlights how Virtue Ally supports different organizations with reliable, ethical, and long-term virtual assistance, helping teams operate better, grow sustainably, and focus on what matters most.
Functional Medicine Consulting Group
Dr. Mark Su
About the Business
Functional Medicine Consulting Group is a national virtual practice founded by Dr. Mark Su, specializing in complex chronic illnesses such as Lyme disease and mold-related conditions. The practice emphasizes personalized, root-cause-focused care.
The Challenge
Visit documentation and transcription consumed hours of Dr. Su’s time, creating inefficiencies and mental fatigue. Reconstructing notes after patient visits distracted from higher-value clinical and administrative work.
The Solution
Virtue Ally provided a skilled VA who integrated seamlessly into Dr. Su’s workflow, managing visit documentation and capturing essential details in real time.
The Results
Administrative burden was significantly reduced, documentation accuracy improved, and Dr. Su was able to redirect his energy toward patient care and practice growth with greater confidence.
Thrive Hive
Keri Shinn
About the Business
Thrive Hive is a self-directed learning center and personal brand focused on holistic growth, regenerative culture, and community-based education. Founder Keri Shinn also mentors individuals through coaching, workshops, and emerging digital programs.
The Challenge
Despite having strong ideas and vision, execution was inconsistent. Projects stalled without dedicated follow-through, and the prospect of independently hiring support felt overwhelming and time-consuming.
The Solution
Virtue Ally managed the entire recruitment process and matched Keri with a proactive VA who quickly adapted to her workflows. The VA expanded beyond social media into websites, new initiatives, and personal admin support.
The Results
Keri gained consistency, reduced stress, and successfully launched new initiatives. The flexible support model allowed her to scale confidently and turn ideas into tangible outcomes.
Wild Blackberry Studio
Barbara Evans
About the Business
Wild Blackberry Studio is a creative branding and design agency supporting changemakers through strategic storytelling, brand development, and visual identity. Founder Barbara Evans blends creativity with purpose-driven design to help clients grow with clarity and impact.
The Challenge
Rapid growth created capacity constraints. Barbara needed reliable, ongoing support without repeating the time-consuming process of recruiting and screening independent contractors. She also wanted business continuity if her assistant became unavailable.
The Solution
Virtue Ally delivered fast, high-quality recruitment and seamless VA transitions when needed. The assigned VA took ownership of podcasts, social media, scheduling, and client communication, integrating quickly into daily operations.
The Results
Barbara expanded service offerings, improved client satisfaction, and gained the freedom to travel while her business ran smoothly. Virtue Ally became a strategic growth partner aligned with her values.
iHeal Functional Medicine
Dr. Matt Everett
About the Business
iHeal Functional Medicine is an integrative practice specializing in complex, chronic illnesses such as mold toxicity, Lyme disease, and environmentally driven conditions. The clinic takes a systems-based, compassionate approach to healing the whole person.
The Challenge
During internal team transitions, iHeal urgently needed reliable front-desk support to manage patient communications without disrupting the patient experience. Consistency, empathy, and professionalism were essential to success.
The Solution
Virtue Ally placed a proactive VA who quickly embraced iHeal’s culture and workflows. The onboarding process was smooth, allowing the VA to confidently manage calls, messages, and patient-facing responsibilities.
The Results
Patient feedback improved almost immediately, internal staff regained bandwidth, and the practice was able to refocus on optimization and expansion. iHeal now views Virtue Ally as a trusted long-term partner.
Inner Balance Integrative Medicine
Dr. Irina Weil
About the Business
Inner Balance Integrative Medicine is a multi-state practice offering holistic, root-cause-focused care through integrative and family medicine. Dr. Irina Weil emphasizes the importance of balanced wellness through nutrition, movement, and mental health, serving patients across several U.S. states.
The Challenge
Administrative overload was interfering with patient care. Scheduling issues, incomplete charts, unreconciled labs, and constant portal messages consumed hours of Dr. Weil’s time each week.
The Solution
Virtue Ally matched the practice with a highly organized VA who took ownership of scheduling, patient communications, lab reconciliation, and additional operational tasks. The VA ensured consistent follow-ups and timely responses, typically within 24 hours.
The Results
Operational efficiency improved dramatically, patient satisfaction increased, and Dr. Weil was able to focus fully on patient care. Virtue Ally became a long-term partner supporting sustainable practice growth.
Signature Primary Care & Wellness
Dr. Paige Gutheil
About the Business
Signature Primary Care and Wellness is a holistic medical practice focused on comprehensive primary care and integrative health, with a strong emphasis on women’s health during the peri-menopausal and menopausal years. Led by Dr. Paige Gutheil, the practice combines medical care with nutrition, fitness, mental health, and complementary therapies to support whole-person wellness.
The Challenge
The practice faced a sudden operational gap after losing a key full-time staff member responsible for front-desk operations, Cerbo management, patient communication, and lab coordination. With limited time to train a replacement, the risk of inefficiencies and missed tasks quickly increased.
The Solution
Virtue Ally provided a virtual assistant with immediate Cerbo expertise, eliminating the need for extensive onboarding. The VA integrated seamlessly into existing workflows, proactively monitored systems, and quickly became a trusted part of the team.
The Results
Response times improved significantly, patient experience was enhanced, and Dr. Gutheil gained peace of mind knowing operations were handled reliably. This allowed the practice to refocus on patient care while maintaining long-term operational stability.