Onboarding & Training · Consulting
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. Nacho specialists handle the coordination, documentation, and follow-through so your team can focus on delivery.
Tools we work with: BambooHR Gusto Rippling Notion
Can a Virtual Assistant handle onboarding & training for consultants?
Yes. Nacho matches consultants with a vetted, 100% US-based Executive Assistant or Specialist who owns onboarding & training week after week, not a one-off task. Set a Talent Budget starting at $1,000 a month, begin with a $300 Delegation Strategy Plan, and expect to be matched in about a week.
See how the match works What a Talent Budget costs Book a discovery call
How it works
How delegated onboarding & training works for consultants
A Nacho 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.
Off your plate
What comes 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.
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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.
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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.
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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.
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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.
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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.
Your stack
Tools our team works with
We adapt to your existing stack, no forced migrations.
Gusto 
Google Workspace 
Rippling 
BambooHR 
Notion 
Asana Client proof
Trusted by consultants
Nacho supports consultants including Brighter Strategies, Deborah Offner, High Flying Strategy, and 2 others, handling everything from onboarding & training 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.
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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.
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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.
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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.
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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 onboarding & training costs for consultants
Drag the sliders to build a monthly plan that fits your workload.
Executive Assistants
from $40/hourSpecialists
from $65/hourFractional Executives
from $125/hourStarting at $1,000/month. One-time $300 onboarding fee includes your Delegation Strategy Plan.
Good questions
Frequently asked questions
Can an EA handle onboarding for both client engagements and internal new hires at the same time?
Our onboarding process is tied to proprietary methodology, how do we protect that?
We don't have a formal onboarding process yet. Can an EA help us build one?
Ready when you are
Get onboarding off your plate
Nacho's onboarding starts with a Delegation Strategy 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.
Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.