Outsource Access
Client Engagement Dashboard
Greenlight Cyber
All Clients Internal
4
Active VAs
$7,580/mo
Monthly Investment
May 2023
Client Since
Active - RETENTION RISK
Engagement Health

Company Information

Industry
Cybersecurity / Managed IT Services (MSP)
Domain
greenlightcyber.com / greenlight-is.com
Location
Livermore, CA / Irvine, CA
Annual Revenue
~$1M
Employees
~30
HubSpot ID
18001761797

Key Contacts

Primary POC
Jason Makevich (Founder/CEO)
Secondary Contacts
Dave Roberts (VP Managed Services), Landai Tran (Service Delivery Mgr), Christian Eckard (Dir. Business Dev)

Brad's Relationship

Dave Roberts is a champion for OA within Greenlight (has referred other clients). Retention risk stems from VA compensation concerns, not service dissatisfaction.

Virtual Assistant Team (4 VAs)

Edison R. Villegas ("Ed")

Administrative Support / EA
Start Date: May 2023
Status: Active | On Track
Summary: Executive inbox management (Inbox Zero) for CEO and VP. Calendar scheduling, Zomentum quotes/proposals, M365 Planner task monitoring, sales huddle facilitation. Described as 'indispensable.' 3+ year tenure.

Immanuel L. Baylen ("Iman")

CRM / IT Support
Start Date: September 2023
Status: Active | On Track
Summary: Autotask ticket management, CRM database maintenance, project asset filing, employee time entry, client presentations. 100% task completion. 2.5+ year tenure.

Samuel Fredesman M. Turro ("Sam")

Sales & Marketing
Start Date: October 2024
Status: NEEDS ATTENTION - Retention Risk
Summary: Sales demos for Nightfall, Island, Safetica. HubSpot pipeline (70+ leads/mo). Exceeded Q1 SMB target by 60% ($160K vs $100K goal). RISK: Dissatisfied with compensation, seeking merit increase and bonus structure.

Edelyn B. Cosin

Tickets / IT Support
Start Date: May 2025
Status: Active | On Track
Summary: Autotask ticket management, FedEx invoicing/billing, AI tool adoption (Luminal). Queue stability with zero unattended tickets. Redeployment VA.

Communication Channel

GChat Space
spaces/AAQA_saCusk
Update Frequency
Weekly via GChat Dream Team

Communication Notes

Active communication through GChat. Retention risk flagged due to Samuel's compensation concerns. Dave Roberts continues to be a strong OA advocate and has referred additional clients. Paola introduced as new AM in November 2025.

Advisory Document Status: Requested

Strategic Insights & Recommendations

CRITICAL: Samuel Retention Risk

Top performer (60% above sales target) dissatisfied with compensation. Seeking merit increase and performance-based bonus. Internal frustration about lack of transparency. Losing Sam would significantly impact Greenlight's revenue.

Dave Roberts as Referral Champion

VP has referred other clients to OA (March 2026). Nurture this relationship for expansion and referrals.

Cybersecurity Market Position

Greenlight sells Nightfall, Island, Safetica, and proprietary 'Greenlight Guardian' managed security. VA team enables aggressive sales pipeline at scale.

PORT1 Cross-Support

Edison also supports PORT1 operations. Consider whether a dedicated PORT1 VA would reduce Ed's workload and unlock more capacity for Greenlight core.

Time Doctor Integration

Time Doctor Integration Coming Soon

Real-time productivity tracking and hours breakdown will appear here once the Time Doctor API integration is live.

Preview: What You Will See

MetricDescription
Daily Hours TrackedHours logged per VA per day with idle vs. active breakdown
Weekly Productivity ScorePercentage of tracked time spent on productive tasks
Top Applications UsedMost-used apps and websites during work hours
Screen ActivityScreenshot frequency and activity levels
Attendance & ScheduleClock-in/out times, breaks, overtime tracking
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