Phone & communication support for consulting firms that can't afford to miss a client call

In consulting, a missed call from a prospective client often means a missed engagement — they'll move on to the next firm on their list. Whether you're a solo strategy consultant juggling billable hours or a boutique firm managing multiple client relationships simultaneously, having someone reliable to handle your phones and communication keeps revenue conversations moving without pulling you out of deep work. Trusty Oak EAs handle the front-line communication so you stay focused on delivering the work clients are actually paying for.

Fractional phone & communication support for consultants

How Trusty Oak handles phone & communication for consultants

A Trusty Oak EA assigned to your consulting practice handles inbound call screening, routes urgent matters to you immediately, and logs everything in your CRM — whether that's HubSpot, Salesforce, or a simpler tool like Dubsado. They manage your voicemail queue daily, draft and send follow-up emails after prospect calls using your approved templates and tone, and coordinate scheduling through tools like Calendly or Acuity so discovery calls land on your calendar without the back-and-forth. Your role is to take the calls that matter and deliver the work — the EA handles everything around those conversations. Most consulting clients brief their EA once on communication preferences and intake questions, then check in weekly via a shared task log or Slack.

What your EA takes off your plate

Before handing off phone and communication, write down how you want calls handled — specifically what questions to ask a new prospect, what counts as urgent enough to interrupt you, and what tone reflects your firm's brand. The most common mistake consultants make is assuming an EA will figure out the intake process on their own, which leads to inconsistent first impressions with potential clients. A one-page communication brief upfront saves weeks of correction later.

1

Inbound Call Screening & Routing

EA answers or monitors calls during business hours, qualifies the nature of the inquiry, and routes urgent client escalations to you immediately while logging all other contacts for follow-up.

2

Prospect Intake & Discovery Call Prep

EA collects initial information from inbound leads via phone or email, populates your CRM with contact details and project scope notes, and prepares a brief summary before your discovery call.

3

Follow-Up Email Drafting After Client Calls

Using your notes or call recordings, the EA drafts professional follow-up emails that recap next steps, attach relevant documents, and keep engagements moving through your pipeline.

4

Voicemail Management & Response Coordination

EA checks your voicemail queue daily, transcribes messages, prioritizes by urgency, and either drafts responses for your approval or handles routine replies directly under your name.

5

Scheduling & Calendar Coordination for Client Calls

EA manages scheduling requests across Calendly, Acuity, or direct email, confirms appointments with clients, sends reminders, and handles rescheduling without pulling you into the thread.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Zoom Phone
HubSpot
Calendly
Acuity Scheduling
OpenPhone
Google Voice

...and many more!

Trusted by consultants

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

What phone & communication support costs for consultants

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

Executive Assistants
~$35/hour
25 hours $875
Specialists
~$50/hour
5 hours $250
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,125

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

Book a Discovery Call

Frequently Asked Questions

Yes — Trusty Oak EAs are US-based professionals accustomed to business communication at an executive level. You'll brief your EA on your firm's positioning, the types of clients you work with, and how you want calls handled, and they'll represent you accordingly. They're not a call center script-reader; they're a professional who understands context.
Your EA is trained to handle sensitive situations with discretion — they'll acknowledge the concern, let the client know you'll be in touch directly, and flag it to you immediately rather than attempting to resolve it themselves. You can also set explicit boundaries in your communication brief about which topics the EA should never address on your behalf.
Trusty Oak EAs are experienced with common CRM platforms including HubSpot, Salesforce, and Dubsado, and can log call notes, update contact records, and track follow-up tasks directly in whichever system you use. If you're not currently using a CRM, your Client Success Manager can help you identify a lightweight option during onboarding.

Stop losing clients to voicemail

Trusty Oak's onboarding includes a Strategic Delegation Plan built around your consulting practice — so your EA is briefed, ready, and handling calls within days. Monthly plans start at $1,000 with a one-time $300 onboarding fee.