Avoiding Burnout While Managing Multiple Clients

Think overdelivering will keep your clients happy? Think again. Here’s how to avoid burnout as a consultant. When you shift from a full-time role to consulting, it’s easy to fall into an old trap: treating every opportunity like a full-time job. Overdelivering. Overextending. And ultimately, burning out. On a recent Business Building call with clients, I shared with them... "The most nefarious thing is the story we tell ourselves, but we’re also setting expectations by overextending." The story? That if we don’t give everything, we won’t land (or keep) the client. But here’s the reality: Overextending doesn’t just exhaust you, it sets the wrong expectations. Clients come to rely on extra hours, unlimited availability, or added scope... without understanding the real value of your work. The result? You undervalue yourself, misalign expectations, and risk sacrificing long-term success. Failing to set boundaries as a consultant creates: • Burnout: You feel drained, losing the passion that made you start consulting in the first place.    • Scope Creep: Projects spiral beyond the original agreement without compensation.    • Misaligned Value: Clients undervalue your expertise because they see your time as endless.    The Fix: Set Clear Boundaries To protect your time and deliver impact without overextending, implement these strategies: 𝗗𝗲𝗳𝗶𝗻𝗲 𝗬𝗼𝘂𝗿 𝗦𝗰𝗼𝗽𝗲 𝗘𝗮𝗿𝗹𝘆 Clearly outline deliverables, timelines, and expectations in every proposal. 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗲 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆 Set working hours and response times upfront. Example: “I’m available for calls between 9 AM and 2 PM on weekdays.” 𝗦𝘁𝗮𝘆 𝗙𝗶𝗿𝗺 𝗼𝗻 𝗔𝗴𝗿𝗲𝗲𝗺𝗲𝗻𝘁𝘀 If additional work arises, renegotiate the contract. Example: “That’s outside the scope of our initial agreement—let’s discuss an add-on package.” 𝗥𝗲𝗳𝗿𝗮𝗺𝗲 𝗢𝘃𝗲𝗿𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 Focus on delivering outcomes, not overcommitting your time. Your impact comes from results, not the number of hours you spend. 𝗖𝗵𝗲𝗰𝗸 𝗬𝗼𝘂𝗿 𝗦𝘁𝗼𝗿𝘆 Ask yourself: “Am I overextending because I’m afraid of losing the client? What evidence supports that fear?” Boundaries don’t just protect you, they elevate your client relationships by reinforcing your value and professionalism.

I Was on the Brink of Burnout (Here’s How I Turned It Around.) Last year, I hit a wall. It was late 2024, and I was juggling three clients at once. Here’s how my plate looked: For two clients, I was responsible for documenting workpapers. For another, I was handling more than 30 IT application controls and managing budgets and actuals for their entire engagement. September came, and everything spiraled out of control. Three clients. Three managers. Three teams. Multiple deadlines. 45-hour weeks. I started working on ad hoc tasks just to survive. But the cracks were showing. I was exhausted, overwhelmed, and ready to give up. Then, a thought struck me; a lesson I had heard from Ankur Warikoo, someone I admire deeply. He once said, “Your brain’s job isn’t to remember things; it’s to understand and execute them.” That changed everything for me. I realized my problem wasn’t just the workload. It was how I managed it. Here’s what I did. I stopped relying on my brain to track everything. Instead, I used OneNote to manage tasks for each client. Step 1: I created three pages—one for each client. Step 2: Each day, I added a new heading with the date and listed every task as a checkbox. Step 3: For each task, I estimated how long it would take and noted it in brackets. Step 4: At the start of the day, I planned my available hours. If I had 9 hours and 6 were already allocated, I knew I could only take on 3 more hours of work. This simple system changed everything. I met my deadlines. I stopped feeling overwhelmed. I didn’t need to remember tasks anymore. Everything was written down. By the end of the day, I knew exactly what was done and what needed to be carried forward. The biggest lesson? Your brain is for thinking, not for remembering. Let tools handle the memory part. You’ll save your energy for what really matters—getting the work done. #itaudit #risk #internalaudit #riskmanagement #timemanagement #job #career #success #productivity

Managing multiple clients solo can be brutal. But it's possible with the right systems. Here’s 4 that help me: 1/ Work with fewer clients I once juggled 5 clients at the same time. The context switching was too much. Even “light” projects drained my energy. Now I charge more, and take on less. 2–3 clients max works for me. 2/ Lean into async communication Slack, Loom, & Figma comments are my go-to. Of course meetings have to happen. But async comms lessen the need. 3/ Stay ridiculously organized Every review = detailed notes and tasks. I don’t rely on memory anymore. It keeps projects moving without confusion. When I sit down to work I know what's next. 4/ Protect my energy My daily gym habit keeps me energized. It gets me out of the house to clear my head. I stop working at 6pm to hang with family. I try to spend as much time outside as I can. Golfing weekly with friends is also a boost. Freelancing gets chaotic fast. But it doesn't have to get out of control. You don’t need more hours. You need more structure.

"You don't have to set yourself on fire to keep others warm." That quote saved my career. And it’s one every employee needs to hear. Most of us are afraid of setting boundaries. We fear disappointing others more than burning ourselves out. Think about that for a second. We'd rather: • Work through lunch (again) • Take that 10 pm call • Say yes to another project • Push our limits until we break To avoid risking someone being temporarily disappointed. The irony? Weak boundaries don't just lead to burnout. They breed resentment. They damage relationships. They make us less effective at the very jobs we’re trying to protect. Here’s what I’ve learned - both personally and professionally: Boundaries aren’t selfish. They’re essential. They protect your well-being, your career, and your energy. One of my favorite reminders: "Boundaries are the distance at which I can love you and me simultaneously." Effective boundaries look like this: 1. Define your role in writing. Document your duties, expectations, and any changes. 2. Communicate limits early and clearly. Don’t wait until you’re overwhelmed. 3. Document overreach, shifting priorities, and extra demands. Keep a written record. 4. Watch for pressure tactics. “Team player” language often hides unreasonable asks. 5. Know when flexibility becomes exploitation. Helping occasionally is fine, but doing three jobs is not. 6. Use facts, not feelings. Anchor boundaries in workload, fairness, and documented expectations. You don’t owe anyone your exhaustion. You owe yourself clarity, strategy, and self-respect. Follow for more on how to protect your career without sacrificing yourself. #EmploymentAttorney #CaliforniaEmploymentLaw #EmployeeRights Disclaimer: This information is for educational purposes only and does not replace professional legal advice. It does not establish an attorney-client relationship. Please consult a qualified attorney for advice on your specific legal situation.

Why do so many consultants struggle with burnout? Because somewhere along the way, they believed that saying “yes” to everything was the path to success. I’ve been there. In the early years of my business, I thought being helpful meant being available 24/7. Late-night emails, extra meetings, “quick” favors that turned into hours of unpaid work. I was trying to be the hero for everyone and quietly losing myself in the process. But here’s what I’ve learned after two decades in consulting: Healthy client relationships are built on boundaries. And when you don’t set them, three things happen: - You teach clients to over-rely on you. - You blur the line between service provider and employee. - You start resenting the work you once loved. I’ve coached countless consultants through this exact challenge. The turning point? They shift from over-functioning to leading. Here’s how they do it: 1. They set clear expectations up front. 2. They own their process. 3. They remember: boundaries = professionalism. The hardest part? Letting go of the belief that you’re only valuable if you’re “always on.” Real leadership means guiding the client, not rescuing them. If you’ve ever felt guilty for setting limits or worried that boundaries would cost you a deal, I made a video that walks through exactly how to shift that mindset. You can watch it here: https://lnkd.in/eXBPVKuV Remember: Your business should support your life, not consume it. Are you protecting your energy the way you protect your clients’ success? I’d love to read your comments.