For independent consultants and advisory firms

Business Support for Small Business Consultants to Grow and Scale

Most consultants do their admin after the client work is finished, which usually means at night. A GetFriday assistant takes on research, proposals, scheduling, decks and invoicing. AI produces the first draft of research summaries and slide outlines, and your assistant turns them into something you'd put your name to.

Talk to us about your practice See the task list
Confidentiality first
Scheduling across several clients
AI-drafted research and decks
The problem

Every hour on admin is an hour you can't bill

Between client work, proposals and running the practice, the admin ends up in the evenings and at weekends. It's rarely one big task. It's the pile of small ones that eats into billable time and the business development you meant to do.

  • Research and proposal writing take time away from clients.
  • Diaries for several clients and engagements get messy fast.
  • Reports and decks pile up at the end of every engagement.
  • In-house support is hard to justify when project work comes and goes.
Consulting virtual assistant supporting research and client scheduling
How it works

How an assistant fits into a consulting practice

Your assistant does the groundwork around your engagements; the thinking stays with you. AI makes the groundwork faster, and your assistant checks and shapes everything before you see it.

Research and proposals

Background research gathered and a first draft of the proposal ready before you speak to the client.

Scheduling and coordination

Calendars, meeting logistics and client emails managed across engagements and time zones.

AI-assisted reports and decks

AI outlines the report or deck from your notes and data. Your assistant builds it out, formats it to your template and checks every figure.

Getting started

Up and running within a week

Most clients are handing over real work within the first few days. This is how it usually goes.

1

Tell us about your practice

How you work, which tools you use, and the first jobs you'd like to hand over.

2

Meet your assistant

We match you with an assistant who has worked with consultants and advisory firms before, usually within one business day.

3

Start small

Your assistant shadows a few tasks first, learns how you like things done, then takes them over.

4

Change your hours when you need to

Add hours in busy months and drop back when things quieten down. No rehiring, no retraining.

What we handle for consultants

Research and proposals

Background research, market data and first-draft proposal content, organised before you need it.

Scheduling and CRM

Diaries coordinated and client and pipeline records kept current, including the reschedules.

Reports and decks

Client reports, decks and engagement summaries formatted and ready ahead of the deadline.

Invoicing

Billable hours tracked and invoices prepared for your review, so nothing is billed late.

Travel

Trips for on-site work booked, and rebooked when client plans change.

Client updates

Routine updates and follow-ups drafted and sent between meetings.

Your tools

We work in the tools you already use

Your assistant doesn't ask you to change software or move client records. They work in your existing scheduling, CRM, document and billing tools.

Scheduling

Calendly, Google Calendar, Outlook or your own booking flow.

CRM

HubSpot, Pipedrive, Notion or a spreadsheet you already trust.

Documents and proposals

Google Workspace, Microsoft 365, DocuSign or PandaDoc.

Billing

QuickBooks, FreshBooks, Harvest or your preferred invoicing tool.

A note on scope: Your assistant handles the admin and coordination around your engagements: research, scheduling, formatting, billing and follow-up. The recommendations, client advice and final content stay yours. That's what clients pay you for.

Who it's for

Support that fits how you work

Consulting looks different depending on how you're set up. This is how we usually help.

Independent consultants

You're the strategist, the salesperson and the back office, and something always gives.

One assistant takes on scheduling, research and invoicing, so your evenings and weekends are yours again.

Boutique firms (2 to 15 people)

Too small for a full-time coordinator, too busy to keep tracking things in someone's inbox.

A shared assistant keeps calendars, deliverables and billing organised across the team.

Fractional CFOs, CMOs and COOs

Several clients a month means switching between calendars, tools and reporting schedules all day.

Your assistant keeps track of each engagement's rhythm, so you don't have to hold it all in your head.

What changes

What's different once you've handed it over

The list of tasks matters less than what stops landing on your desk.

Week one

Your inbox and calendar are no longer something only you can manage. Meetings get confirmed, notes get filed, and the backlog starts to shrink.

First month

Proposals go out already researched and drafted. Invoices go out on time without you chasing them.

After that

You take on the work you want rather than whatever fits around your evenings. Billable hours go back up, and admin stops being why you're tired on Friday.

What consultants tell us

Independent consultants and small advisory firms use GetFriday to keep engagements moving without adding headcount.

Stephen Stein
Stephen Stein

“My experience with GetFriday has been nothing but exceptional. I use them for various tasks and their performance is superior. I highly recommend them top anyone looking to make their life more productive and rewarding. 5 stars is not enough!”

5+ Hrs/Wk

Typical time saved each week

2005

The year GetFriday started

80+

Countries our clients work from

24/7

Team cover, even when your assistant is off

Questions consultants ask before starting

What consultants and advisory firms usually want to know first.

Consultant reviewing client work with virtual assistant support

Confidentiality agreements protect things like sensitive client information, business strategy, proposals and internal documents. Whether we, or the assistant assigned to you, can sign yours depends on the service and the contract. Before you share any client materials, get the terms clear, along with what data we’ll be able to see and who’s responsible for keeping it confidential.

Calendar management, meeting coordination, proposal formatting, CRM updates, research, contact database upkeep, document organization and follow-up admin all fit here. Tell us what you need and we’ll confirm what’s available. Once the recurring work is handed off, you’ve got more time for client delivery, business development and strategy.

Yes. As your consulting workload goes up or down, we can scale how much help you get with admin, client communication, scheduling and research.

Yes, we can. That means organizing client calendars, scheduling meetings, sending reminders, keeping contact records and coordinating follow-ups. We’ll check it fits our services and how you work. It helps a lot if you give clear instructions on time zones, meeting priorities, confidentiality and rescheduling, so everything stays consistent.

Usually, though it depends on the assistant’s experience and the access you give them. Calendar, project management, CRM, document and communication tools are all in the mix. Send over your software list and a rough idea of how you work, and we’ll confirm compatibility. Sort out security permissions, licences and any training before onboarding.

We may be able to. Updating contact records, organizing prospects, tracking lead stages, keeping notes and handling approved follow-ups are the kind of tasks involved. What exactly we do depends on your CRM and the responsibilities we agree on. Before handing it over, decide how leads are qualified, which communication templates to use and what reporting you expect.

That depends on your tasks, your tools, how you like to communicate and how much support you want. We do offer virtual assistant and business support services, but check how closely they match the way you work. Before deciding, compare scope, onboarding, pricing, confidentiality arrangements and the expertise on offer.

Get your billable hours back

Tell us how your practice works and we'll match you with an AI-enabled assistant, usually within one business day.

Get started