For Consultants & Consulting Firms

Virtual Assistant for Consultants.

High-performing virtual assistants, matched to how you actually work. Get your time back and spend it on what matters most. Your clients, your engagements, and the work that pays.

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See the time you'd get back
The work that fills your week

This is what's keeping you away from what matters.

Processing new prospect inquiriesResearching prospect companies before discovery calls
Drafting proposals and SOWs from your templatesRouting engagement letters for e-signature
Scheduling discovery and kickoff callsConfirming standing client meetings
Building meeting agendas from prior notesCleaning up call transcripts and action items
Formatting decks from your templateOrganizing deliverables and working files
Updating project trackers and status boardsDrafting weekly client status emails
Chasing outstanding signatures and approvalsInbox triage and reply drafting
Drafting invoices for your approvalAR follow-up emails
Reconciling time entries in your billing systemNewsletter drafting and sends
LinkedIn content drafting and schedulingUpdating case study templates
Pipeline hygiene in your CRMBooking travel and hotel for client work
Vendor invoicing and expense categorizationOrdering office supplies
What your VA picks up

What your VA picks up.

Here's the work consultants typically hand off. The shape varies by practice, we scope what yours owns first on the intro call.

Prospect intake and proposals. New prospect inquiries, prospect research, proposals and SOWs drafted from your templates, engagement letters routed for signature. The front door kept moving.

Scheduling and meetings. Discovery calls, kickoffs, standing client meetings, internal milestones. Booked, confirmed, and prepped with an agenda before each call.

Deliverables and engagement ops. Deck formatting from your template, deliverable and working file organization, project tracker updates, action items from call transcripts logged and assigned.

Billing and AR. Time-entry support, invoices queued for your approval, AR follow-up and payment reminders, expense categorization, monthly billing reports.

Client communication. Inbox triage and reply drafting for your sign-off, weekly status updates on open engagements, document and signature follow-ups.

BD and marketing. LinkedIn content drafting and scheduling, newsletter drafting and sends, case study template updates, referral and pipeline CRM hygiene, podcast and speaker outreach.

Ready when you are

Your time is valuable. Focus on what actually matters. Your clients, your engagements, and the work that pays.

Take back your time now
FAQ

Common questions from consultants.

Don't see yours? Bring it to the discovery call.

How does my VA learn the tools we use, like Notion, Asana, ClickUp, HubSpot, Pipedrive, or Microsoft 365?
During onboarding. We train your VA on your specific stack, your SOPs, and your workflows before they start running anything live. By the end of the first few weeks they're operating in your CRM, project trackers, and document tools fluently and following the playbook you set.
How do you handle client confidentiality and NDAs?
You can have your VA sign a confidentiality agreement or your client NDA before they touch anything, and they operate inside the access controls you set. You own the security stack, and we help you set it up: dedicated residential proxies and VPNs for account access, an encrypted password manager like 1Password, and role-based access scoped only to what your VA needs. Credentials are never shared in plain text, and your VA's access is revoked immediately on any transition.
What kind of work can my VA actually take on, and what stays with me?
We scope this together on the intro call. As a rule, your VA handles the operational and administrative load around your practice (prospect intake and proposals, scheduling, deliverable prep and formatting, billing and AR, CRM hygiene, BD and marketing), while the client-facing strategy work, recommendations, and judgment stays with you. If you want to delegate more advanced workstreams over time we'll scope that together as the working relationship matures.
Will my VA be dedicated to my practice, or shared with other clients?
Dedicated. Your VA is matched to your practice and works your hours on your work. We scope the engagement on the intro call, and your VA isn't being rotated through other clients in the background.
What time zones do your VAs work in?
Our team works around your schedule. We work with clients across North America and Europe, and we match a VA who can cover your business hours. Tell us which hours you need, and we'll scope it on the call and make sure you get coverage. If covering your hours means your VA works a graveyard shift in their time zone there may be additional cost, we'll identify it up front and clearly communicate it before you start working together.
What does onboarding look like?
Onboarding is about setting your VA up for success. We help you organize the access, resources, and direction your VA needs to start strong, pointing them at the SOPs, tools, and playbooks you already use. You own the systems and the playbook for your practice, and we make sure your VA has what they need to follow them. A BlueMoso manager stays in the loop through the first month to run QA and help the working relationship find its rhythm.
What does a virtual assistant cost?
It's a monthly subscription, custom scoped on the discovery call. A managed option is also available if you'd like us to run weekly check-ins, QA the work, own SOPs, and cover when your VA is out. Pay by credit card or bank transfer, collected before service starts and automatically charged at the start of each month after that. Month-to-month, no long contracts, swap anytime.
What if it isn't a good match?
Tell us. We swap VAs at no cost. Most clients who swap early stay with us long-term, and our average engagement runs past 12 months.

Still have questions? Bring them to the call.

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