CONSULTING VIRTUAL ASSISTANT

Consult Smarter — Without the Admin Overhead

Your VA manages scheduling, research, client communication, and reporting — so you can focus on delivering insights and growing your consulting practice.

Pricing

How a Consulting VA Keeps You Thinking — Not Chasing Tasks

Meeting Scheduling & Calendar Management

Books client calls, manages time zones, and avoids scheduling clashes — so your week runs smooth.

Client Intake & Onboarding

Sends welcome emails, gathers pre-engagement info, and prepares documents — before the first call.

Inbox & Message Handling

Filters your inbox, drafts responses, and ensures follow-ups never slip through the cracks.

Research & Market Analysis Support

Provides competitor insights, industry benchmarks, and client-specific research before key meetings.

Proposal Formatting & Slide Deck Prep

Helps format pitch decks, slide presentations, and client proposals with speed and consistency.

Document Organization & Contract Handling

Sorts and stores NDAs, agreements, and SOPs — all logically labeled and easy to find.

CRM & Pipeline Management

Keeps lead info up-to-date, logs sales activity, and reminds you of next steps.

Client Report Drafting & Edits

Compiles notes, builds out draft reports, and proofreads deliverables before they hit the inbox.

WHAT YOU CAN DELEGATE?

Demo coordination Client scheduling & coordination& follow-up

01

Let your VA handle the logistics so you can focus on high-value conversations.

Email & calendar management

02

They filter the noise, highlight priorities, and make sure nothing gets missed.

Proposal & report formatting

03

Your VA polishes decks, builds templates, and keeps all your client-facing assets sharp.

Lead tracking & CRM updates

04

Maintains your sales funnel, logs outreach, and ensures follow-ups happen on time.

Industry research & prep

05

Delivers background materials before meetings so you always sound informed and ready.

Contract & NDA organization

06

Keeps all client docs in order, signed, and searchable — with version control.

I used to lose hours in email and prep work. Now I show up to meetings with everything ready — thanks to my VA.

Elevate Consulting Group

New York City, NY

Magniva’s VA helped me look more professional and stay on top of every client interaction.

StratEdge Partners

Salt Lake City, UT

Proposal formatting, client research, CRM updates — I handed it off. Best decision I’ve made.

BridgePoint Advisors

Calgary, AB

A Message from the Founder

Running a consulting firm means delivering clarity, strategy, and solutions — often under pressure. But let’s be honest: a large part of your time isn’t spent analyzing or advising. It’s spent chasing emails, formatting proposals, finding documents, and trying to remember who to follow up with next.
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That’s not where your expertise is best used.
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At Magniva, we built our Consulting Virtual Assistant service for solo consultants, boutique firms, and strategy teams who want to stay sharp — without getting buried in admin. Our VAs are trained to handle the behind-the-scenes work: scheduling, research, CRM, and document handling.
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They don’t just “help.” They give you back hours each week to focus on client results, high-level planning, and business development.
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We work with consultants across industries — from management and financial services to marketing and operations. Whether you’re preparing deliverables, pitching clients, or managing a growing pipeline, your VA ensures your systems are running — even when you’re in back-to-back calls.
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With Magniva, you don’t just save time — you elevate your practice.
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Cenk Dalbudak
‍Founder,
Magniva Virtual Assistant Solutions