Keep your pipeline & client projects moving without doing it yourself

Consulting firms run on relationships and deliverables—but CRM hygiene and project tracking are the first things to slip when you're deep in client work. Whether you're managing a HubSpot pipeline of enterprise prospects or keeping a Asana board updated across multiple engagements, the administrative layer of that work is real and time-consuming. A Trusty Oak EA handles that layer so your CRM reflects reality and your projects stay on track.

100+ tasks completed in this service category across our client base.

Fractional crm & project management support for consultants

How Trusty Oak handles crm & project management for consultants

A Trusty Oak EA assigned to a consulting client typically works inside tools like HubSpot, Salesforce, or Pipedrive for CRM tasks—logging meeting notes, updating deal stages, tagging contacts by engagement type, and flagging stale opportunities that need follow-up. On the project management side, they maintain boards in Asana, Monday.com, ClickUp, or Notion, keeping task statuses current, chasing down deliverable deadlines, and building out project templates when new engagements kick off. Your role is to do the actual consulting work and communicate what's happening in your client relationships; the EA translates that into organized, up-to-date systems. Most clients share a brief end-of-day or end-of-week voice memo or Slack message, and the EA handles the data entry and board updates from there. Over time, a good EA will also flag patterns—like contacts who haven't been touched in 60 days or projects that are consistently missing the same type of milestone.

What your EA takes off your plate

Before your first session with a Trusty Oak EA, do a single walkthrough of your CRM and project management setup on a recorded Loom—show them how you currently use it, what's messy, and what 'done right' looks like to you. The most common mistake consulting clients make is handing over access without context, which means the EA inherits your current chaos instead of helping you fix it. Fifteen minutes of upfront explanation will save weeks of correction.

1

CRM Contact and Deal Stage Maintenance

Update contact records, log call and meeting notes, move deals through pipeline stages in HubSpot or Salesforce based on your client communications.

2

New Engagement Project Setup

Build out project boards in Asana, ClickUp, or Monday.com when a new consulting engagement kicks off, using a repeatable template scoped to your delivery methodology.

3

Weekly Pipeline and Project Status Reports

Pull a weekly summary of open deals by stage and active project health—highlighting at-risk timelines or contacts overdue for outreach—so you walk into Monday with full context.

4

Proposal and Follow-Up Sequence Tracking

Track sent proposals in your CRM, set follow-up reminders, and log responses so no prospect falls through the cracks during a busy delivery period.

5

Cross-Engagement Resource and Deadline Coordination

Maintain a master view of deliverable deadlines across concurrent client engagements so you can spot capacity conflicts before they become a problem.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Salesforce
Monday.com
Asana
Notion
HubSpot
ClickUp

...and many more!

Trusted by consultants

Trusty Oak supports consultants including Brighter Strategies, Deborah Offner, High Flying Strategy, and 2 others — handling everything from crm & project management to broader operational support.

What crm & project management support costs for consultants

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

Executive Assistants
~$35/hour
15 hours $525
Specialists
~$50/hour
10 hours $500
Fractional Executives
~$95/hour
5 hours $475
Your monthly budget
$1,500

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

Book a Discovery Call

Frequently Asked Questions

Yes, and that's one of the most common starting points for consulting clients. Your EA can do a structured audit of existing records, flag duplicates, archive dead deals, and establish a consistent tagging and stage convention going forward. You'll want to spend one session agreeing on what 'clean' looks like before they start so the cleanup reflects your actual workflow.
Most Trusty Oak EAs are comfortable working across multiple platforms, and the CRM-plus-project-management combo is one of the more common setups we see. During onboarding, your Client Success Manager will match you with an EA who has relevant tool experience, and the Strategic Delegation Plan will map out exactly how the two systems connect in your workflow.
Consulting work is inherently sensitive, and Trusty Oak EAs are accustomed to working under NDAs and handling confidential client data with discretion. You control what level of detail lives in your CRM and project boards—many consulting clients use internal codenames for clients or limit EA access to project metadata rather than deliverable content. Your Client Success Manager can help you think through the right access boundaries during onboarding.

Get your CRM and projects off your plate

Trusty Oak's onboarding includes a Strategic Delegation Plan built around your consulting workflow—so your EA hits the ground running. Monthly talent budgets start at $1,000 with a one-time $300 onboarding fee.