How to Know When You Need a Productivity Consultant for Your Business

Written By: author avatar Rashelle Isip
author avatar Rashelle Isip
Rashelle Isip is a productivity coach and founder of The Order Expert®. She is a contributing columnist for Inc.com and author of four books. With over 16 years of experience in the productivity industry, Rashelle helps people work comfortably, sustainably, and joyously for the long term.

Last Updated: Jul 31, 2025

Woman productivity consultant holding a cell phone

Have you been thinking about hiring a productivity consultant for your business? 

Are you wondering about the tell-tale signs that you need help managing your time and energy in your business? 

As a business owner, you know you need to be able to work well on any given day. You’re juggling so many different tasks, projects, assignments, clients, and customers.

Where do you even begin? 

In this article, you’ll find six pointers to help you uncover whether you need a productivity consultant for your business. 

Hopefully these pointers will give you some food for thought when it comes to working with a productivity consultant.  

Key Takeaways

  • Productivity consultants can help you better manage your time and energy in your daily schedule, routine, and tasks
  • You might need a consultant if you’re feeling overwhelmed, avoiding planning, or struggling to delegate.
  • Working with a consultant can help you regain control of your business, reduce stress, and make space for rest

Table of Contents

What is a productivity consultant? 

A productivity consultant is a professional who helps people better manage their time and energy in their professional and personal lives. 

They help people find ways to improve their daily routine, streamline their workflow, and effectively plan projects and assignments.

They help people utilize their innate skills in their work and teach people various techniques and approaches. 

What does a productivity consultant help with?

Some of the most common issues that productivity consultants deal with include productivity mindset, creating work-life balance, and managing distractions.

Effective communication, thoughtful planning, delegating tasks, and improving one’s focus are also key concerns. 

Productivity consultants work with people who seek to balance their professional life, be it in their business, career, company, or organization.

What’s more, people may seek assistance from a consultant if they wish to improve their work-life balance.

This in turn allows them to have more time and energy for their personal lives, including friends, family, hobbies, and other pursuits. 

The benefits of working with a productivity consultant 

There are many benefits to working with a productivity consultant.

Here are three key benefits to think about should you decide to work with a productivity consultant. 

Create a balanced and sustainable schedule 

You decided to go into business for yourself because you wanted to create your own schedule. The only problem? Your schedule has become chaotic, imbalanced, and stressful. 

A consultant can help identify troublesome spots in your schedule. This is especially important when it comes to setting and maintaining work-life balance boundaries.

They can also help you pare down or streamline your schedule so it is more sustainable.

Develop a more efficient work routine  

Ever sit down to work on a project and wonder if there were a way to finish your work faster?

You may be needlessly wasting time and energy in your routine by being constantly distracted, working on duplicate tasks, or not utilizing staff in the most effective of ways. 

You can get help creating a work routine that meets your needs. A suitable routine should take into consideration your regular work responsibilities, administrative tasks, client or customer facing work, as well as your overall business goals. 

Gain confidence managing projects, assignments, and tasks

One of the most common themes I see as a productivity consultant is that people don’t fully trust themselves to make decisions about how they work.

They’ll defer to a productivity technique or hack they saw on the internet. They’ll experiment with a method that worked for their best friend. Or they’ll flat-out second-guess themselves. 

A key benefit in gaining confidence when it comes to your work is that it frees up energy and space for the work decision-making process.

No longer does indecision or doubt cloud your judgment when it comes to how you work.

A more neutral attitude allows you to easily focus, make decisions, and get things done with less fuss. This can have a huge impact on your ability to get things done. 

How to know when you need a productivity consultant for your business 

Now that you’ve learned about what a productivity consultant does as well as some benefits of working with one, let’s dive a bit deeper.  

Let’s review when you might want to seek assistance from a productivity consultant to help you in your business.

You’ve got tons of backlogged paperwork 

A business is a complex system made of many moving parts.

What’s more, individual components of the system must work together in harmony in order for the entire business to work properly.

If one of those components should happen to fall out of place, business cannot function properly. 

A large amount of paperwork, like unpaid invoices, documents for review, and mail to be processed means one thing. There’s something majorly overlooked in a business’ paperwork management system.  

And this often comes down to one of two things. Either a system has not been properly set up, or a system has, and is not being adhered to.

What can be even more challenging in these types of situations is that this paperwork isn’t unimportant; it contains key information necessary to run and grow the business. 

A productivity consultant can work with you to create a plan to deal with the backlogged paperwork.

This can take the form of a step-by-step action plan of action, creating necessary filing systems, or helping you determine if this is something you can do yourself or should delegate to someone else in your business.  

You’re loathe to delegate tasks to your team 

Running a business means wearing many different hats. One such hat is the ability to delegate tasks on a regular basis employees, staff, and contractors.

But if you find it difficult to identify and delegate tasks, you’ll soon be in a lot of trouble. Delegation is a skill that absolutely must be learned in order to run an efficient business. 

You can’t do it all when you’re in business, nor should you. Delegating tasks can mean giving administrative work to your assistant and assigning client-facing projects to managers.

It can also mean delegating to professionals who support your business, such as lawyers, bookkeepers, accountants, web designers, graphic designers, and copywriters.

Working with a consultant can help you better understand which tasks only you can do in your business and which tasks others can and should do for you.

You can also work together to address your mindset when it comes to delegation, role play the act of delegation, and hone your skills over time.

You tend to put out fires on a regular basis 

Do you go to work and seek to put out fires?

That is, do you immediately respond to non-urgent requests without first planning your day? Do you attend to perceived emergencies while bypassing true emergencies?

If so, then you may be running your business through a reactionary mindset. 

While it’s important to attend to urgent items, you shouldn’t let these items direct your days. If you do, you will completely miss out on the bigger picture of running your business.

You need ample time to plan, work, and reflect if you want to successfully manage your business. Putting out fires cannot be your only job. You must take an active approach towards your business. 

A consultant can help you better understand how you’re spending your time on any given day.

They can show you how to conduct an audit of your schedule and use the decision-making process to your benefit. They can also teach you how to effectively deal with unexpected challenges in your schedule.

You avoid planning anything at all costs

Being flexible in business is a good idea. But if you’re being overly flexible or don’t have a plan in place at all, then this is something that you’ll want to rectify as soon as possible.

Failing to plan in your business can cause difficulties down the line. While you may not see immediate signs for concern, over time, you may begin to notice things slowly falling out of place. 

What’s more, this can have an big impact on important factors in your business. And what was once a tiny issue can quickly become a huge pain in the neck.

The simplest of actions such as paying taxes, dealing with an urgent client concern, and updating insurance coverage may rapidly balloon into herculean tasks. 

A productivity consultant can show you how to make planning a regular part of your business day, week, month, and year. They can also help you overcome feelings of overwhelm and stress when it comes to the actual planning process itself.

Learning these key skills can help you better prepare and plan for the future in your business. 

You haven’t taken a vacation in months 

Vacations are extremely important in the world of work. They allow us to rest and refresh ourselves after working hard in our businesses. Yet one area that business owners regularly avoid is not taking regular breaks for themselves. 

Do you keep saying you need to be there for your business? While this fact is true, you also need to take some rest time for yourself. Remember, you’re not in business for only one day. You’re there for the long term.

And there’s great benefits to taking time off from your business. Doing so will give you some much-needed perspective. This in turn can help with thinking and planning in your business.  

If it’s been awhile since you had your last vacation, consider this your lucky day! A consultant can help you set boundaries for your business and personal life.

They can help you craft a vacation planning schedule that works for you and business, develop a strategy for your team when you’re away, and show you how to efficiently plan your return to the office so you feel less stressed. 

You’re feeling completely overwhelmed by your business

What happens when you’re tired and exhausted? You’re prone to making errors. That’s why it’s crucial to stop the cycle of overwhelm. 

Overwhelm can cloud your thoughts and judgement. In fact, I regularly remind my clients of this.

Things need to be done in any business. But not everything needs to be done at the same time.

When you work with a productivity consultant, they can show you how to deal with feelings of overwhelm in your business.

They can review your schedule, make suggestions to improve your workflow, and guide you on how to manage your mindset.

FAQ: How to know when you need a productivity consultant

What is a productivity consultant?

A productivity consultant helps people manage their time and energy by showing them how to effectively plan, prioritize, and structure their work. They can teach you new mindsets, skills, and habits so you can work more efficiently in your daily routine.

What are some signs you may need a productivity consultant?

Feelings of overwhelm, stress, and frustration are not uncommon for people with productivity challenges. Lack of focus, being easily distracted, working on unimportant tasks, and physical disorganization may be other telltale signs.

What’s important when choosing a productivity consultant?

Educate yourself on their background, expertise, outlook, and overall approach towards productivity. Carefully consider whether your personalities complement one another before investing in a coach.

What are some questions to ask a productivity consultant?

“What’s your productivity philosophy?,” “How do you work with clients?,” “What are some results you’ve achieved for clients?,” “What drives you to do the work that you do?,” and “What are your package offerings?”

What’s the investment for a productivity consultant?

Productivity consultant fees can range anywhere from several hundreds to several thousands of dollars, depending on the services offered. Some consultants specialize only in consulting, while others offer productivity coaching as an additional option.


In case we haven’t yet met virtually, it’s nice to meet you! Hi, I’m Rashelle Isip, The Order Expert®, productivity coach for entrepreneurs, small business owners, and professionals.

If you liked this article, here are a few ways you can stay in touch:

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author avatar
Rashelle Isip Productivity Coach and Founder of The Order Expert®
Rashelle Isip is a productivity coach and founder of The Order Expert®. She is a contributing columnist for Inc.com and author of four books. With over 16 years of experience in the productivity industry, Rashelle helps people work comfortably, sustainably, and joyously for the long term.

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