How This Consultant Stays Organized & Focused on Strategy
Why Boldly for Consultants?
In working with hundreds of consultants over the years, Boldly has become an expert in helping them manage the administrative side of their practice so they can focus on their core strength - helping their client improve their businesses.
Imagine you’ve been in meetings for the past 8 hours with different stakeholders from your client’s company. When you get back to your hotel room, there’s still stacks of notes to transcribe from your meetings, not to mention a missed Facetime call from your family you desperately want to return ... but first, you know you need to plunge into your inbox to answer your daily influx of questions from current and potential clients ...
But instead, you find your remote executive assistant has already triaged your emails. She’s left you only the most important communications ordered by timeliness. She’s also scheduled all of your calls and lunches for the rest of the week, booked your plane ticket home, created your expense report, and ordered your suits to be picked up by your favorite dry-cleaners. She asks you to send your notes from the day so she can have them transcribed for you tomorrow.
What can seem like a dream to a busy consultant becomes a reality with a skilled and dedicated Boldly executive assistant.
Our Subscription Staff are Skilled in the Tools You Use Every Day
Boldly’s team are up to speed and ready to jump right in with some of the most popular applications on the market. Tools like...
How does it work?
At Boldly you will be personally matched with a dedicated, US-based remote staff member who will effortlessly step-in to manage your course funnel, customer support, creating emails and leadpages, scheduling and calendar management, travel planning, bookkeeping, marketing tasks, and so much more.
Your staff can also support you personally in a variety of tasks - researching handymen, paying bills, ordering dry cleaning, etc. And because your dedicated staff gets to know you and your preferences, you create an effortless long-term solution to freeing up your time.
How do we support Consultants?
Our subscription staff work behind the scenes of your company to assist in areas such as:
- Managing your calendar and scheduling meetings.
- Planning your business and personal travel.
- Coordinating projects and deliverables with your team.
- Managing your bookkeeping and invoicing
- Drafting and editing documents and contracts.
- Managing and triaging your inbox.
What our customers are saying.
- 12+ years in project development
- Specializes in resource management, vendor/client relations and logistics management
- Experienced project manager working with small businesses and non-profits
Tell us about the
support you need.
In a short, productive meeting, we'll listen carefully to your requirements to ensure that we suggest the right EA to match the leader they will support and your company culture.
Meet your executive
You’ll speak to the person we recommend to verify that it's a good match before you sign up, so that you have that extra level of confidence in who you'll be working with.
Start working together.
Your EA will learn about your business, how you like to work, and tools you like to use. (They can also recommend collaboration and business tools.) You'll see everything they do in an easy-to-use dashboard.