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CRM & Project Management · Consulting

Keep your pipeline & client projects moving without doing it yourself

By Zack Pennington, CEO Updated

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 Nacho specialist handles that layer so your CRM reflects reality and your projects stay on track.

Tools we work with: HubSpot Salesforce Attio Asana

Can a Virtual Assistant handle CRM & project management for consultants?

Yes. Nacho matches consultants with a vetted, 100% US-based Executive Assistant or Specialist who owns CRM & project management week after week, not a one-off task. Onboarding starts with a $300 Delegation Strategy Plan, your Talent Budget starts at $1,000 a month, and matching takes about a week.

See how the match works What a Talent Budget costs Book a discovery call

How it works

How delegated CRM & project management works for consultants

A Nacho 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.

Off your plate

What comes off your plate

Before your first session with a Nacho 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.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Notion
Asana
ClickUp
Make.com
Salesforce
Monday.com

...and many more!

Client proof

Trusted by consultants

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

The model

What delegating to Nacho actually looks like

This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.

  1. Start with a Delegation Strategy Plan

    A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.

  2. Get matched in about a week

    We match you with a vetted, 100% US-based Executive Assistant or Specialist in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.

  3. Set a monthly Talent Budget

    Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For operations-led work, that senior seat is usually a Fractional COO. See pricing in detail.

  4. Three months, then month to month

    The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.

Talent Budget

What delegating CRM & project management costs for consultants

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

Executive Assistants
from $40/hour
15 hours $600
Specialists
from $65/hour
10 hours $650
Fractional Executives
from $125/hour
5 hours $625
Your monthly budget
$1,875

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

Good questions

Frequently asked questions

Our CRM is a mess, contacts are outdated and deal stages haven't been touched in months. Can an EA clean that up?
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.
We use a mix of tools, HubSpot for CRM and ClickUp for projects. Can one EA handle both?
Most Nacho 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 Delegation Strategy Plan will map out exactly how the two systems connect in your workflow.
How does this work when client information is confidential?
Consulting work is inherently sensitive, and Nacho 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.

Ready when you are

Get your CRM and projects off your plate

Nacho's onboarding includes a Delegation Strategy 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.

Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.