Growing your consultancy: when is it time to bring in additional support?

Building a successful consultancy takes time, commitment and a lot of hard work. Whether you're an independent psychologist, coach or running a small consultancy, there often comes a point when the demands of running the business start to compete with the work you actually want to be doing.


As your business develops, so do the responsibilities that come with it. More clients, additional projects, associates, increasing documentation and the day-to-day running of the business can all place additional demands on your time.


You might find yourself spending more time coordinating projects, responding to queries, managing paperwork and keeping things organised, leaving less time for client work, professional development or growing your business.


But how do you know when it's time to bring in additional support, and what type of support might be right for your business?


Recognising when you need additional support

It's not always a sudden realisation that you need help. Often, it's a gradual build-up of competing demands and responsibilities that become increasingly difficult to manage alongside your existing workload.


Some common signs that your business might benefit from additional support include:


  • You're spending too much time on operational tasks. Tasks such as coordinating projects, managing documentation, arranging meetings, responding to enquiries and keeping records up to date are taking time away from your core work.
  • Things are becoming harder to keep on top of. Deadlines, client communications, project activities and outstanding actions are increasingly difficult to manage, particularly when several commitments are running concurrently.
  • You're becoming the bottleneck. Too many tasks, decisions and processes depend on you, making it difficult for work to progress when you're unavailable or focused elsewhere.
  • You're turning down opportunities. You have the experience and expertise to take on additional work, but simply don't have the capacity to manage the associated demands.
  • Your processes haven't kept pace with your business. The systems and ways of working that suited you when you first started are no longer sufficient as your client base, projects or associate network grows.


If any of these sound familiar, it might be worth taking a closer look at how your business operates and where additional support could make a difference.


Understanding the demands of a growing consultancy

For psychology and coaching professionals, the work involved in running a business can be particularly varied. Alongside delivering assessments, coaching, consultancy or professional development programmes, there are often numerous operational activities that need to happen behind the scenes.


For example, coordinating an assessment or development centre involves much more than arranging dates. There may be assessors and stakeholders to liaise with, delegate communications to manage, materials to prepare, schedules to coordinate and follow-up activities to organise.


Similarly, working with associate psychologists, coaches or other professionals brings additional responsibilities. These might include onboarding, due diligence, maintaining documentation, coordinating availability, managing contracts and ensuring the necessary checks and records are in place.


Individually, these tasks might seem relatively straightforward. However, when combined with client commitments and several ongoing projects, they can quickly become a significant part of your working week.


Recognising the time and resources involved in these activities is an important first step towards identifying where additional support might help.


What could you delegate?

Delegation doesn't necessarily mean handing over everything you don't enjoy doing. It's about identifying activities that someone else could undertake, freeing up your time and allowing your business to operate more effectively.


Depending on the nature and size of your consultancy, this might include:


Project and programme coordination

  • Coordinating assessment and development centres.
  • Managing delegate communications and programme administration.
  • Preparing materials and supporting documentation.
  • Coordinating schedules, activities and project deadlines.
  • Supporting feedback, evaluation and outcomes administration.


Business and operational support

  • Setting up and maintaining practice management systems.
  • Developing administrative processes, templates and guidance documents.
  • Managing client onboarding and supporting documentation.
  • Coordinating associate onboarding and maintaining compliance records.
  • Supporting invoicing administration and general business communications.


Ongoing business administration

  • Managing documentation and maintaining organised records.
  • Coordinating meetings and communicating with clients or associates.
  • Tracking outstanding actions and deadlines.
  • Providing practical support with the day-to-day running of projects and business activities.


The right areas to delegate will depend on your business, your existing resources and where your time is currently being spent.

It's also worth remembering that delegation isn't just about removing tasks from your to-do list. Done well, it can help establish more consistent processes, improve organisation and create additional capacity across your business.


Finding the right type of support

There isn't a single approach that works for every business. The right solution will depend on the type of work you need help with, how regularly you need it and whether you require additional capacity, specialist expertise or a combination of both.


Some businesses may benefit from employing someone directly, particularly where there is a consistent requirement for an internal role. Others might prefer to work with associates or independent professionals who can provide additional capacity for specific projects or areas of expertise.


Outsourcing business and operational support can also be a practical option, particularly for smaller consultancies that need experienced assistance but don't necessarily have enough work to justify employing someone.


A virtual support arrangement can offer flexibility, allowing you to access help with specific tasks, ongoing operational activities or project-based requirements without the additional commitments associated with employing someone.


It's important to consider not just the cost, but also the experience, skills and understanding that someone can bring to your business.

For psychology and coaching consultancies, working with someone who understands the professional environment, the nature of the work and the importance of confidentiality can be particularly valuable.


Making additional support work for your business

Bringing someone into your business is an investment in both your time and your operations. To get the most from that relationship, it's worth putting some thought into how you work together.


A few things to consider include:


  • Be clear about what you need. Identify the activities you want support with, the outcomes you're looking for and any particular skills or experience required.
  • Establish clear responsibilities. Make sure everyone understands their role, what they are responsible for and where decisions or approvals remain with you.
  • Put appropriate processes in place. Sharing relevant guidance, templates and procedures can help ensure tasks are completed consistently and to the required standard.
  • Consider confidentiality and information security. Where client or other sensitive information is involved, ensure appropriate agreements, access controls and secure working arrangements are in place.
  • Maintain regular communication. Having agreed ways to share updates, discuss priorities and address any issues helps keep work moving and avoids unnecessary duplication.


You don't need to have everything perfectly organised before bringing in support. In fact, an experienced support professional may be able to help you identify opportunities to improve existing processes and introduce more structure.


The important thing is to establish a working relationship that is practical, transparent and suited to the way your business operates.


Making space to focus on what matters

Growing a consultancy doesn't always mean taking on more clients, employing more people or expanding into new areas of work. Sometimes, it's about making better use of the resources you already have and ensuring that the business can operate effectively without every responsibility resting with you.


Having the right support in place can create more time for client work, professional development, business development and the activities that you most enjoy.


It can also help reduce the pressure of managing everything yourself, while providing greater consistency and continuity across your business.


If you're finding that the operational demands of running your consultancy are taking up more of your time than you'd like, it might be worth considering what additional support could look like.


How could additional support help your business?

At ExecutiveVA, I provide specialist virtual project, operational and business support to psychologists, coaches and consultancies working across psychology, leadership and professional development.


With over 22 years' experience in psychology and professional development environments, I understand the practical demands involved in coordinating projects, supporting professional services and keeping business operations running smoothly.


Whether you need help with a particular project, ongoing operational activities or additional capacity as your business develops, I offer flexible support shaped around your requirements.


Find out more about ExecutiveVA's services or get in touch to arrange an initial conversation about how I could support your business.

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