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PALCO is a Huntsville, Alabama-based logistics and IT hardware lifecycle management company. Core services include reverse logistics, lifecycle asset management (LCAM), depot-level repair (DLR), IT asset disposition (ITAD), and the BrokerBin IT hardware marketplace. WBENC-certified for government and enterprise contracts.
| Name | Role | |
|---|---|---|
| Phillip Terry | Primary Business Sponsor | pterry@gotopalco.com |
| Johanna Whil Guisadio | Day-to-day VA Supervisor | jwhilg@gotopalco.com |
| Janice Migliore | CEO / Business Owner | jmigliore@gotopalco.com |
| Rob Allen | Billing / Invoicing | rallen@palcotelecom |
| Responsibility | Details |
|---|---|
| Prospecting | Apollo.io sourcing, CRM management (HubSpot), email campaigns |
| Meeting Support | Note-taking, minutes creation for client meetings |
| NPI Documentation | New Program Introduction workflows, emulating PALCO's client process |
| Broadcom IW | Tracking and updating open warranty orders for Broadcom customers |
| LCAM/DLR Ops | Program operations, invoicing, inventory reports |
| Output | ~44 tasks in first 5 weeks; ~15-19 tasks/month ongoing |
| Responsibility | Details |
|---|---|
| Content Creation | Graphics, layouts, infographics, brochures, video (Canva/CapCut) |
| LinkedIn & Social | LinkedIn posting, marketing plan execution, WBENC collaterals |
| Email Campaigns | Apollo.io campaigns, HubSpot deal entry and contact imports |
| Website Management | Landing page creation, website updates |
| Event Marketing | ITAD Summit, BrokerBin event playbooks, content, campaigns |
| Presentations | PowerPoint creation/updates (ALM Onboarding, company overview) |
| Responsibility | Daily Allocation |
|---|---|
| LCAM Customer Service | 4-6 hrs/day (primary workload) |
| LCAM PPT Orders Mailbox | 2-3 hrs/day |
| Open Orders Ticket Tracker | ~30 min/day |
| LCAM Admin | ~30 min/day |
| Return Assets (DLR) | Ad hoc |
| BrokerBin Listings | Listing updates, maintenance |
| Role | Name | |
|---|---|---|
| Team Leader | Giselle Marie O. Villaroman | gisellemarie.villaroman@outsourceaccess.com |
| Operations Manager | Mark Treve Gonzaga | mark@outsourceaccess.com |
| Sr. Operations Manager | Kimwel Obeso | kimwel@outsourceaccess.com |
| Account Manager | Beia Navarce Atil | beia.atil@outsourceaccess.com |
| Head of VA Services | Jessieca Gavilan | jessieca@outsourceaccess.com |
| L&D Manager | Abigail Bontia | abigail@outsourceaccess.com |
| Tactical Program Mgr | Leonard Christian Aballe | leonard@outsourceaccess.com |
| AR Specialist | Ivy B. Quiroy | ivy@outsourceaccess.com |
| VA | Function | US Equivalent | Monthly Savings |
|---|---|---|---|
| Armie (VA3) | LCAM Ops (4-6 hrs/day CS + 2-3 hrs/day orders) | $25-35/hr logistics coordinator | $4,500 - $6,300 |
| Johanna (VA1) | Prospecting (2-3 hrs/day) + ops support | $50K-65K/yr US SDR | $4,000 - $5,400 |
| Glydih (VA2) | Marketing, creative, website, events | $55K-75K/yr marketing coordinator | $4,600 - $6,250 |
| Total Estimated Monthly Savings | $13,100 - $17,950 | ||
| Opportunity | Est. Revenue | Status | Next Step |
|---|---|---|---|
| Sales VA (Hardware Sales) | +$1,895/mo | Pending Phil | Re-engage via phone/Teams |
| Programmer Role | +$2,500-$3,000/mo | Pending Phil | Await JD from Phil |
| Total Potential Account Revenue | $10,080-$10,580/mo | ~$121K-$127K/yr if fully expanded | |
Currently at ~20-30% utilization. No automated workflows, sequences, or dashboards. Premium advisory add-on potential: $500-1,000/mo above base VA rate.
Revenue OpportunityManual listing updates (5-10 min/item). API integration or bulk upload tools could free VA hours for higher-value work.
Efficiency GainPhil Terry attends touchbases consistently, completes CSAT surveys, and provides tasks. Some initiatives stall: LinkedIn content has been "next focus" for 2+ years. CRM cleanup was completed by Phil before VA could start.
April 2025 call discussed adding a Sales VA for hardware sales and a programmer role. Phil needs internal discussions to define scope. Three follow-up tasks created (Apr 29, May 6, May 9), no response yet.
October 2024 meeting about VA visa applications for UK and Netherlands. PALCO wants VAs to travel internationally for business... a very strong trust/integration signal.
Space created April 2026 with zero operational updates. OA team not posting regular client updates, limiting Brad's visibility. Follow-up accountability active since May 15.
Three identical follow-up tasks in 10 days (Apr 29, May 6, May 9) to Phil Terry about Sales VA and programmer role. No response. Deal at risk of dying.
Content creation/posting listed as "next focus" since Q3 2023 (2+ years). Phil has not activated this workstream despite VA capacity. Represents underutilized hours.
HubSpot at ~20-30% capacity. No advanced workflows, sequences, or dashboards. Phil did CRM cleanup himself, limiting VA involvement.
All 3 VAs work overnight PH time (10 PM - 8 AM). Long-term retention risk for night-shift staff.
Phil actively exploring a hardware sales VA. If scoped with 2-question exercise + JD template, adds $1,895/mo. Requires Beia to re-engage Phil through phone or Teams (not just email).
+$1,895/moPhil discussed a programmer hire. Higher-value specialized role, potentially $2,500-3,000/mo. Needs JD definition from Phil.
+$2,500-$3,000/moPosition OA as PALCO's HubSpot experts: build dashboards, automate email sequences, create reporting for Phil and Janice. Premium advisory add-on: $500-1,000/mo.
Strategic UpsellPropose "2 posts/week using thought leadership + industry news" to Phil. Glydih has the skills; minimal Phil input needed. Unlocks underutilized VA hours.
UtilizationPALCO's WBENC certification is a powerful sales tool for government/enterprise contracts. Targeted content: case studies, social proof, procurement-focused collateral.
Growth EnablerVisa discussion (UK/Netherlands) signals international growth. VAs can support compliance docs, customs paperwork, and multi-timezone coordination.
Strategic ExpansionPALCO participates in ITAD Summit and BrokerBin events. Systematize post-event lead capture and follow-up sequences through HubSpot.
Process ImprovementLCAM order processing, parts master data entry, and BrokerBin listing management are prime candidates for VA+AI hybrid automation. Increase throughput without adding headcount.
Long-term Play| Timeframe | Action | Owner |
|---|---|---|
| Next 30 Days | Re-engage Phil on Sales VA expansion via phone/Teams (not email) | Beia |
| Next 30 Days | Get GChat updates flowing from TL Giselle | Mark/Kimwel |
| Next 30 Days | Activate LinkedIn content (2 posts/week proposal to Phil) | Glydih/Beia |
| 60-90 Days | HubSpot optimization / SaaMS pitch | Beia/Brad |
| 60-90 Days | BrokerBin workflow automation evaluation | Armie/TL |
| 60-90 Days | Establish 1-on-1 cadence with Jimmy | Beia |
| 6-12 Months | Position PALCO as ITAD vertical anchor client | Brad |
| 6-12 Months | Deploy AI agents for LCAM and BrokerBin | Sterling/Brad |
PALCO differentiators: WBENC certification (diversity supplier programs), specialized LCAM program, full NPI documentation capability, international reach (UK/Netherlands).
| Resource | Type | Identifier |
|---|---|---|
| HubSpot Company | CRM Record | 18181392685 |
| GChat Space | Collaboration | spaces/AAQAUlKdAXo |
| Playbook Doc | Google Doc | 1j1xfWZOpbuFVID2dpMbM63SBVwGEWg-o |
| Client Intel File | Local MD | /client-intelligence/clients/palco.md |
| Client Website | External | gotopalco.com |
| Last Updated | May 16, 2026 |
| Status | Active |
| Risk Level | Medium |
| Industry Tag | Logistics and Supply Chain |
| OA Tenure | ~3 years (since June 2023) |
| VA Count | 3 full-time |