For consultants whose admin is competing with billable hours.

    Most consultants I work with are billing steadily, juggling several engagements at once, and still writing their own proposals, chasing signatures and updating their own CRM at night. I take the admin off first, then fix the systems causing the backlog.

    • Independent consultants and small advisory firms with several active engagements.
    • Practices running on Google Workspace, HubSpot, Pipedrive, Notion or Airtable.
    • Consultants who bill by project or retainer and need clean records for each engagement.
    • Anyone whose proposals, contracts and invoices are still tracked across separate tools.

    What I take off a consultant's plate, in order.

    An inbox full of client requests and scheduling back and forth

    Discovery call requests, follow-up questions and document requests pile up between engagements. I triage the inbox daily and draft replies in your voice.

    A calendar that does not protect your working hours

    Calls booked back to back with no time left for deliverable work. I manage scheduling with real buffers so client work does not eat into the hours you need to think.

    Proposals and contracts that stall in your drafts folder

    A proposal sits half written while a prospect waits. I keep a proposal and contract pipeline moving and chase signatures so engagements start on time.

    Engagement documents scattered across tools

    Scope documents, meeting notes and deliverables spread across email, drive folders and messages. I organize these into one system per client so nothing goes missing mid-engagement.

    Invoicing that falls behind because you are busy delivering

    Invoices sent late or not at all because the work itself came first. I invoice and follow up on a set schedule so cash flow does not depend on your memory.

    A CRM that does not reflect your actual pipeline

    Prospects and past clients tracked loosely across a spreadsheet and your inbox. Once the daily admin is steady, I consolidate your pipeline into one CRM with stages that match how you sell.

    Tools I work inside for consulting practices.

    I am vendor-neutral. If a tool is adding steps instead of removing them, I will say so.

    Google WorkspaceHubSpotPipedriveKeapNotionAirtableCalendlyAcuityDocuSignHoneyBookStripeQuickBooksZapier

    What's included in ongoing support

    Daily inbox management and reply drafting
    Calendar management with protected working hours
    Proposal and contract pipeline follow-through
    Engagement document organization per client
    Invoicing and payment follow-up
    CRM cleanup and pipeline stage design
    Meeting scheduling and pre-call prep
    Website support for your consulting site
    Written processes for future hires
    Monthly written work summary

    FAQ

    Common questions from consultants.

    If you are spending several hours a week chasing signatures, invoices or your own calendar, it is usually worth the conversation. Most consultants I work with reclaim that time within the first month.

    No. I never touch the actual consulting work or the advice you give clients. I handle the admin, scheduling and systems around it so you can focus on the engagement itself.

    Yes. I keep proposals moving through your pipeline, track signatures and make sure engagements start on schedule instead of stalling in an inbox.

    Yes. I invoice on a set schedule and handle the polite follow-up so payment does not depend on you remembering to chase it.

    Pricing is inquiry based since every consulting practice needs a different mix of hours. See the ways to work together page for the general structure and request a free consultation for a specific quote.

    Usually within a week. I start with a short audit of your inbox, calendar and current engagement documents so I know exactly where time is being lost.

    Get the admin out of your consulting practice.

    Tell me what is taking up billable hours right now, the inbox, the proposals, or the invoicing, and I will tell you what I would take on first.

    Request a free consultation

    See full pricing