Sales & lead generation support for consulting firms that can't afford to stall the pipeline

For most consultants, business development competes directly with billable work — when you're deep in a client engagement, prospecting stops. A Trusty Oak EA keeps your pipeline moving between engagements, handling the research, outreach, and follow-up that falls through the cracks when you're heads-down on a project. Whether you're a solo strategy consultant or running a boutique firm, consistent lead generation shouldn't depend on whether you have a free hour this week.

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

Fractional sales & lead generation support for consultants

How Trusty Oak handles sales & lead generation for consultants

A Trusty Oak EA supporting a consulting firm's sales and lead generation typically works inside tools like HubSpot, Salesforce, or Apollo.io to maintain and update your CRM, build targeted prospect lists, and execute outreach sequences on your behalf. Day-to-day, that might look like researching companies that match your ideal client profile — filtering by industry, headcount, revenue, or leadership changes that signal a need for your services — then drafting personalized connection requests or cold email sequences for your review before they go out. Your EA can also track responses, flag warm leads for you to take over, and log all activity so your pipeline data stays accurate. Your role is to define who you're targeting and approve messaging; the EA handles the execution and keeps the system running. This setup works especially well for consultants who have a clear ICP but simply don't have the bandwidth to work it consistently.

What your EA takes off your plate

Before handing off lead generation, document who your best clients are and why you won them — your EA needs a clear picture of your ideal client profile to build lists that are actually worth contacting. The most common mistake is handing over outreach before the messaging is locked down; an EA can execute volume, but if the positioning is vague, you'll get low response rates and blame the process. Spend one session with your Client Success Manager defining your ICP and reviewing draft outreach copy before your EA starts sending anything.

1

Ideal Client Profile (ICP) Research

EA builds targeted prospect lists using LinkedIn Sales Navigator, Apollo.io, or ZoomInfo, filtering by firmographic criteria like company size, industry vertical, and decision-maker title relevant to your consulting niche.

2

CRM Data Entry and Pipeline Maintenance

EA logs all prospect interactions, updates deal stages, and ensures contact records in HubSpot or Salesforce are current so your pipeline reflects reality at any given moment.

3

Cold Outreach Sequence Drafting and Scheduling

EA writes and queues personalized email or LinkedIn outreach sequences using tools like Outreach.io or Lemlist, calibrated to your consulting practice area and value proposition.

4

Follow-Up Tracking and Response Triage

EA monitors inbound replies to outreach campaigns, categorizes responses by interest level, and flags warm leads so you can step in at the right moment without reviewing every thread yourself.

5

Conference and Event Lead Capture

After industry events or speaking engagements, EA researches attendee lists, follows up with contacts you met, and enters new connections into your CRM with relevant context from the interaction.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Salesforce
ZoomInfo
Apollo.io
Outreach
HubSpot
LinkedIn Sales Navigator

...and many more!

Trusted by consultants

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

What sales & lead generation 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 — your EA sends outreach on your behalf, using messaging you've reviewed and approved before anything goes out. Most consultants stay closely involved in the copy and positioning, especially early on, and the EA handles scheduling, sequencing, and follow-up from there.
An EA can support a referral-based practice by helping you stay systematically in touch with past clients, tracking referral sources in your CRM, and drafting check-in messages or newsletter content that keeps you visible without feeling transactional. Referral pipelines still require consistent maintenance — that's exactly the kind of work that's easy to delegate.
That knowledge comes from you upfront — during onboarding, your Client Success Manager helps you build a Strategic Delegation Plan that defines your target profile, including the industries, company sizes, and decision-maker roles your EA should focus on. Over time, your EA learns from your feedback on the lists and outreach results to sharpen the targeting.

Keep your pipeline moving between engagements

Starting at $1,000/month, a Trusty Oak EA can take over the prospecting and outreach work that stalls when client delivery takes over. Schedule a free consultation to see how it fits your practice.