Fractional support built for consulting firms & independent consultants

Consultants sell their time and expertise, but too much of that time gets consumed by proposal writing, client onboarding, scheduling, and deliverable formatting — work that doesn't require your billable rate. Trusty Oak connects consulting professionals with US-based assistants and specialists who understand the cadence of client engagements, retainer management, and the constant context-switching that comes with managing multiple accounts at once.

Common challenges for consultants

Proposal and SOW Overload

Every new engagement starts with a proposal or statement of work that has to be researched, formatted, and customized — work that can take hours and pulls you away from billable client time. When you're responding to multiple opportunities at once, this bottleneck compounds fast.

Client Communication Gaps

Consulting clients expect responsive, organized communication — status updates, meeting recaps, follow-up action items — but keeping up with that across several active engagements is difficult to maintain consistently without dedicated support.

Deliverable Formatting and Report Production

Final reports, slide decks, and client-facing documents often require significant formatting and polish before they're ready to present. This is skilled but time-consuming work that doesn't need to sit on your plate.

Business Development Administration

CRM updates, LinkedIn outreach, conference follow-ups, and pipeline tracking are critical to keeping the firm growing, but they're easy to deprioritize when active client work takes over — until the pipeline runs dry.

$Trusty Oak fractional talent services$

How Trusty Oak supports consultants

Trusty Oak's model is designed around the variable workload that's normal in consulting — some months you're heads-down in a major engagement, others you're in full business development mode. Your dedicated Client Success Manager builds a Strategic Delegation Plan at onboarding that maps your recurring tasks, client workflow needs, and surge periods to the right mix of talent. With a flexible Talent Budget and hours that roll over month to month, you're not paying for capacity you don't use during slower periods. And because our assistants work across Executive Assistant, Specialist, and Fractional Executive tiers, you can get help with everything from calendar management to financial modeling without switching vendors.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Outreach

Kayak for Business

Statista

WordPress

PandaDoc

Yoast SEO

...and many more!

$How fractional talent supports consultants$

What we've learned working with consultants

Independent consultants and small consulting firms operate with very little administrative infrastructure — most of the back-office work falls directly on the consultant or a single operations person. The work is highly client-specific, which means support staff need to get up to speed quickly on different industries, terminology, and deliverable formats with each new engagement. Confidentiality is also a real concern; client data, competitive analysis, and internal strategy documents require discretion and clear information-handling protocols. For boutique and solo consulting practices especially, the challenge isn't just finding help — it's finding help that can work with minimal supervision, adapt to shifting priorities mid-engagement, and represent the firm professionally in client-facing communications when needed.

We've worked with consultants including Brighter Strategies, Deborah Offner, High Flying Strategy, and 2 others.

What fractional support costs for consultants

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

20 hours $700

Specialists

~$50/hour

10 hours $500

Fractional Executives

~$95/hour

0 hours $0

Your monthly budget

$1,200

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently Asked Questions

Can a fractional EA help with consulting proposal writing?

Yes — Trusty Oak Specialists can support proposal development by researching prospect companies, drafting sections based on your templates, formatting statements of work, and managing version control across revisions. The consultant typically provides the strategic framing and pricing; the assistant handles the production work that surrounds it.

How do I onboard an EA to my client confidentiality requirements?

During your onboarding, your Client Success Manager will build a Strategic Delegation Plan that includes how you want information handled, which tools your assistant will have access to, and any NDA or confidentiality protocols you need followed. Trusty Oak assistants are US-based professionals accustomed to working within client confidentiality expectations common in professional services.

What tools do Trusty Oak assistants use for consulting workflows?

Assistants are experienced with tools commonly used in consulting environments including HubSpot, Salesforce, and Pipedrive for CRM; Google Workspace and Microsoft 365 for document production; Asana, Monday.com, and ClickUp for project tracking; and Zoom, Calendly, and Outlook for scheduling and client communication. If you use a specific tool, that's worth discussing during onboarding.

Is Trusty Oak a good fit for a solo consultant or do you only work with firms?

Trusty Oak works with both independent consultants and multi-person consulting firms. The $1,000/month starting budget and rollover hours model is specifically useful for solo practitioners whose workload fluctuates by engagement cycle — you're not locked into a fixed block of hours you have to use each month regardless of what's on your plate.

Let's map out what you should stop doing yourself

Your first step is a conversation with a Client Success Manager who will help you identify which tasks to delegate first and build a plan around your current client load. No commitment required to have that conversation.