New Trusty Oak is now Nacho! Read the story

Sales & Lead Generation · Consulting

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

By Zack Pennington, CEO Updated

For most consultants, business development competes directly with billable work, when you're deep in a client engagement, prospecting stops. A Nacho specialist 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.

Tools we work with: HubSpot Salesforce Attio LinkedIn Sales Navigator

Can a Virtual Assistant handle sales & lead generation for consultants?

Yes. Nacho matches consultants with a vetted, 100% US-based Executive Assistant or Specialist who owns sales & lead generation 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 sales & lead generation works for consultants

A Nacho 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.

Off your plate

What comes 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.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Salesforce
ZoomInfo
Attio
Outreach
Apollo.io
HubSpot

...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 sales & lead generation 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 marketing-led work, that senior seat is usually a Fractional CMO. 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 sales & lead generation 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

Can an EA handle outreach without misrepresenting my consulting practice?
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.
What if my sales process is relationship-driven and I rely on referrals?
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.
How does an EA know which prospects are actually a fit for my consulting services?
That knowledge comes from you upfront: during onboarding, your Client Success Manager helps you build a Delegation Strategy 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.

Ready when you are

Keep your pipeline moving between engagements

Starting at $1,000/month, a Nacho 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.

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