For independent consultants and consulting teams
Protect the attention your clients hire you for. Your virtual assistant organizes the coordination around consulting engagements, from calendars and proposal materials to meeting actions. We recruit and prepare your assistant for your consulting niche and agreed responsibilities before they join your team.
Find your assistantA proposal needs an updated biography. A client meeting has moved across time zones. Workshop actions still need owners and dates. Administration often lands on the same person responsible for delivering the engagement.
Build the role around your engagement process. Identify recurring steps, show a finished handoff and name the decisions you want brought back. For a shared role, agree who sets priorities.
The work to hand off
Provide your availability, meeting priorities and travel preferences. An assistant can coordinate calendars, confirm participants and organize the practical details around workshops or client visits. Schedule conflicts come back with the available options so you can decide which commitment takes priority.
What you get back: A confirmed schedule with meeting and travel details
Using your templates and approved content, an assistant can gather biographies, format documents, maintain versions and flag missing sections. They can track review and submission dates supplied by your team. You approve the recommendations, scope, commercial terms and final document before it is sent.
What you get back: A proposal pack ready for the responsible consultant
Share the agreed notes and actions from a client meeting. Your assistant can record owners, dates and dependencies, request status updates and prepare a list of items needing attention. Changes to the engagement or its commitments go back to the consultant responsible.
What you get back: An action list with owners and current responses
An assistant can organize the client contact record, requested files and approved billing inputs in the locations you specify. At closeout, they can gather final administrative items and prepare an archive checklist. Your team confirms what is complete, what is billable and what must be retained.
What you get back: An engagement record with outstanding administrative items visible
Illustrative workflow
Use this example checklist to identify the administrative handoffs in your engagement process and the decisions that need a consultant.
Assistant preparesConfirm attendees and gather the background materials you request.
Consultant decidesWhich questions to explore and whether the engagement fits.
Assistant preparesAssemble the consultant biographies, approved credentials and scope template, flag missing sections, and coordinate proposal review.
Consultant decidesRecommendations, scope, fees and the final proposal.
Assistant preparesPrepare the contact list, meeting logistics and agreed administrative checklist.
Consultant decidesProject responsibilities, deliverables and client expectations.
Assistant preparesUpdate workshop actions with an owner, due date and latest response; flag missing client inputs affecting the next deliverable.
Consultant decidesHow to address delays or changes to the engagement.
Assistant preparesGather final files and identify unfinished administrative items.
Consultant decidesClient acceptance, billing approval and record-retention instructions.
Illustrative example — not a client record
Use this action record to show the consultant what is missing and which agreed next step depends on it.
Ready to hand over when: The consultant can trace the action to the workshop, see the latest client response and identify the decision needed for the Friday review.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
Agree who approves client-facing material and which engagement information the assistant needs to access. The role organizes inputs and follow-through around your expertise. Questions that change the substance of the work belong with the responsible consultant.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Bring the scheduling, documents and follow-through around your engagements. We will help shape a role that supports the way your consulting team works.
Explore other ways to organize the work around your team.
