Onboarding & training support for consulting firms that can't afford a slow start
In consulting, the first two weeks with a new client or new hire set the tone for everything that follows. Whether you're onboarding a Fortune 500 client into your engagement workflow or ramping up a junior consultant before they hit a project, the administrative lift is real — and it pulls your senior people away from billable work. Trusty Oak EAs handle the coordination, documentation, and follow-through so your team can focus on delivery.
How Trusty Oak handles onboarding & training for consultants
A Trusty Oak EA working with a consulting firm typically owns the operational side of onboarding end-to-end: building and maintaining onboarding checklists in tools like Notion, Asana, or ClickUp, sending welcome sequences and intake forms via HubSpot or your CRM, scheduling kickoff calls and discovery sessions in Calendly or Google Calendar, and tracking completion across multiple stakeholders. For new hire onboarding, they'll coordinate with your HR platform — whether that's Gusto, Rippling, or BambooHR — to make sure paperwork, system access requests, and introductory training materials are sent on time. Your role is to review and approve the process once; after that, the EA runs it consistently every time a new engagement or team member comes on board.
What your EA takes off your plate
The most common mistake consulting firm leaders make when delegating onboarding is handing off the task before the process exists — your EA can help build the process, but they need your input on what a successful onboarding actually looks like for your engagements. Before your first session, pull together one example of a client or hire you onboarded well and walk through what happened step by step. That single example gives your EA everything they need to build a repeatable workflow.
Client Engagement Onboarding Coordination
Sets up new client folders, sends signed SOW confirmations, and distributes intake questionnaires to collect project context before the kickoff call.
New Consultant Onboarding Workflow Management
Tracks completion of onboarding steps in your project management tool, sends reminders for outstanding items, and confirms system access has been granted before day one.
Training Material Organization and Distribution
Maintains a centralized library of methodology guides, case study templates, and internal playbooks in Google Drive or SharePoint, and sends the right materials to the right people at the right stage.
LMS Administration and Course Enrollment
Enrolls new hires or clients in relevant courses on platforms like Teachable, TalentLMS, or Lessonly and monitors completion rates so nothing falls through the cracks.
Kickoff and Orientation Meeting Scheduling
Coordinates across time zones to schedule discovery calls, stakeholder introductions, and training sessions, and prepares agendas and pre-read documents in advance.
Tools our team works with
We adapt to your existing stack — no forced migrations.
Gusto 
Google Workspace 
Rippling 
BambooHR 
Notion 
Asana Trusted by consultants
Trusty Oak supports consultants including Brighter Strategies, Deborah Offner, High Flying Strategy, and 2 others — handling everything from onboarding & training to broader operational support.
What onboarding & training support costs for consultants
Drag the sliders to build a monthly plan that fits your workload.
Executive Assistants
~$35/hourSpecialists
~$50/hourFractional Executives
~$95/hourStarting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a Discovery CallFrequently Asked Questions
Get onboarding off your plate
Trusty Oak's onboarding starts with a Strategic Delegation Plan built around your consulting firm's actual workflow — not a generic template. Monthly budgets start at $1,000 with a one-time $300 onboarding fee.