Foundations for Success

From Budding Entrepreneur
to
Empowered Business Owner

An intimate 6-week group business mentorship & training program
designed to support ambitious, heart-centered female entrepreneurs
implement the essential business foundations and systems
plus learn the mechanics of running a thriving, successful business
so you can achieve your vision and confidently share your gifts
with the world.


February 4th - March 10th, 2020

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Does this sound like you?
  • You have a big vision for your business but don't have a plan to get there.

  • You want to be more intentional and strategic about managing your business instead of just reacting to your email inbox.

  • You don't have any of the critical financial documents in place or metrics to help you make informed confident decisions.

  • You know you need systems & tools to maximize efficiency and increase productivity but you're not sure what you need or how to set it all up.

  • You would like an experienced mentor who can show you the way so you don't have to waste precious time, money and resources on trial & error.

  • You desire support and accountability to build a thriving, successful business and ensure long-term success.

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If you are ready to implement the essential business foundations, streamline your systems and learn the mechanics of running a thriving, successful business so you can confidently share your gifts with the world, this program is for you!

These days, it seems like there are countless programs and coaches promising to help you build your dream business and create an epic lifestyle.   And they really do help you get your business off the ground - discover your niche, refine your offerings, and create an online presence.  And that's all great! but it will only take you so far.

Running a business requires strategy, structure and accountability for long-term success.

This is why I created...

Foundations for Success
An intimate, by application, 6-week group mentorship circle for female entrepreneurs

Begins February 4th, 2020

This program is designed to give you the training, tools, and support you need to build a solid foundation for your business and become a confident owner—without the headaches and stress of figuring everything out on your own.

You probably went into business because you’re passionate about bringing your unique offerings and talents into the world—not because you always dreamed of managing a business or being an IT specialist.

Don't get stuck trying to figure out how to implement the necessary business foundations, lose sight of your purpose and wonder if you'll ever get back to focusing on the parts you love.

This program is designed to teach you:

  • The nuts and bolts of how to run your business with confidence.

  • How to build a plan to generate leads and sales so you can achieve your vision.

  • How to create the key essential financial management documents you need to make informed, confident decisions.

  • How to automate and streamline your operational infrastructure (workflows, tools and rules) to maximize efficiency and increase productivity.
     
  • The key elements you need to build a solid foundation to prepare your business for long-term success.

No secret formula is going to magically accelerate your business unless you have a few key elements under your belt—and that’s exactly what this program will give you.

You’ll overcome your biggest blocks to running a successful business through:

An Intimate, Supportive Community

If you started a business, chances are that you crave something beyond the status quo—but the status quo works really hard to keep you within its reigns. By surrounding yourself with other women who know there’s more to life than a 9-5, you’ll have accountability, motivation, and support so you can keep you going no matter what challenges arise.

Key Business Fundamentals

A real, solid business foundation has three critical components: Strategic Planning, Tactical Execution, and Financial Management. Throughout the program, Lisi will break down each of these areas into accessible and actionable information that you can use right away. You’ll define your vision, create a plan to get there, and know how to actually follow through. Plus, you’ll learn the ins and outs of business finances—from being prepared for tax time to strategically investing in your future. 

Client Lifecycle

We'll make sure your plan covers all 5 phases of the client lifecycle: Attract, Convert, Fulfill, Delight and Refer - all necessary for a thriving, successful business.

Consistent Brand

You'll have the opportunity to meet with our Brand Strategist to ensure your brand and your messaging are in alignment with the product/service you are offering and is effectively attracting your ideal client.  She will identify gaps in your brand strategy and provide recommendations for closing those gaps.

Effective Systems & Tools

You'll implement a solid operational infrastructure (workflows, tools & rules) to run your business with ease.  I’ll teach you what systems you have and the tools you need plus how to use them so you can maximize efficiency and leverage them to support your business.

Building Your First Funnel

As a wife, mom, and successful business owner, I know that prioritizing self-care can be tricky. When you work for yourself, it can seem like every hour you’re not focused on your business is money lost. I’ll help you work with your individual tendencies and patterns to create a personalized approach for protecting your greatest asset—YOU!—so you can enjoy your work and your life.

A Whole-Business & Realistic Approach

As a wife, mom, and successful business owner, I know that prioritizing self-care can be tricky. When you work for yourself, it can seem like every hour you’re not focused on your business is money lost. I’ll help you work with your individual tendencies and patterns to create a personalized approach for protecting your greatest asset—YOU!—so you can enjoy your work and your life.

If you’re ready to stop drowning in overwhelm and start feeling like the confident, empowered business owner you know you can be, then I hope you’ll join our upcoming circle. You can do this.

Your Business Mentorship Program Highlights

A Step-by-Step Process

I will personally guide you through my proven step-by-step process for building a solid business infrastructure and get it running smoothly and effectively plus teach you how to manage your business like a pro, so you can start making a bigger impact and more profit. 

Maximize Your Upper Limit Potential

Become the best version of yourself and align with your highest purpose. Use key assessment tools to help you make better decisions, understand how you interact with the world, and leverage your strengths.

Financial Management Essentials

Develop a budget, understand your cashflow, implement a sales pipeline, track profit & loss statements, and have tools in place to support your financial foundation.

Planning & Execution

Having a goal doesn’t matter if you don’t have a plan to get there. Create a strategic plan and tactical calendar so you can have a clear, actionable path to success. Plus, learn how to utilize Key Performance Indicators (KPIs) to measure success and make informed, confident decisions in your business.

Streamlined Systems & Tools

No more trial and error, no more overwhelm. Learn what tools to implement and how to use them so you can run your business with confidence.

A Community of Women in Business

Develop relationships that expand your vision of what’s possible, keep you accountable, and provide you with ongoing support through our virtual circles.

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Meet Lisi

Hello beautiful, courageous, heart-centered, entrepreneur!  I'm Lisi and I've been guiding entrepreneurs to strategic, scalable, and long-term success for almost 20 years. 

Based on my experience as an operations strategist and a business growth expert combined with my training as a certified professional coach with an emphasis on social and emotional intelligence, I created “The Four S's to Success” framework.  It is designed to take a systematic and whole-business approach to growth.

What does that mean? I help you implement the essential business foundations, teach you the mechanics of running a successful business, help you build a streamlined operational infrastructure and empower you to create the business and the life you deserve. 

My Four S's to Success Framework and my recently published book “From Budding Entrepreneur to Empowered Business Owner” is the perfect match for any entrepreneur looking to create long-term success in their business.

As a wife, mom, and fellow entrepreneur I understand the challenge of running a business and keeping up with the demands of life.

My passion is training and supporting ambitious, heart-centered Entrepreneurs expand their reach, their impact and their profits - all while enjoying their lives.

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Meet Lisi

Hello beautiful, courageous, heart-centered, entrepreneur!  I'm Lisi and I've been guiding entrepreneurs to strategic, scalable, and long-term success for almost 20 years. 

Based on my experience as an operations strategist and a business growth expert combined with my training as a certified professional coach with an emphasis on social and emotional intelligence, I created “The Four S's to Success” framework.  It is designed to take a systematic and whole-business approach to growth.

What does that mean? I help you implement the essential business foundations, teach you the mechanics of running a successful business, help you build a streamlined operational infrastructure and empower you to create the business and the life you deserve. 

My Four S's to Success Framework and my recently published book “From Budding Entrepreneur to Empowered Business Owner” is the perfect match for any entrepreneur looking to create long-term success in their business.

As a wife, mom, and fellow entrepreneur I understand the challenge of running a business and keeping up with the demands of life.

My passion is training and supporting heart-centered Entrepreneurs expand their reach, their impact and their profits - all while enjoying their lives.

Ready to join?

Schedule a free business assessment with Lisi to find out if Foundations for Success is right
for you.

What You'll Receive

Level 1

Level 2

6 Virtual Training + Q&A Sessions these live, working  sessions are designed to give you the training and accountability you need to implement the essential business foundations plus teach you the mechanics of running a thriving, successful business.  We will workshop each module as a group.

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Private Brand Strategy Assessment you'll receive a private session with our Creative Director/Brand Strategist who will review your current brand and provide you with brand strategy recommendations based on gaps she identifies. You'll receive a discount on any of the brand packages you choose. ($240 value)

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Private Digital Marketing Strategy Session + Plan.  You'll receive a private session with our Marketing Strategist who will help you build out a custom 1-month digital marketing calendar for your top goal. ($400 value)

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Essential Systems & Tools.  You will learn how to implement and use the essential systems and tools you need to run a thriving successful business. 

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Building your funnel. You'll learn how to build your attract funnel using your new tools and a free value offer (FVO) so you can start generating leads.

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Private Facebook Community designed to give you the support you need outside of our training + Q&A sessions

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Wiley Everything DiSC Assessment a personal development learning experience that measures your preferences and tendencies based on the DiSC® model. Receive personalized insights that deepen your understanding of yourself and others, making your interactions more enjoyable and effective.

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(Optional) Accountability Partner to help you stay on track outside the training sessions.
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Copy of My Book "From Budding Entrepreneur to Empowered Business Owner" to support you throughout the program.
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Training + Q&A Session Recordings so you can refer back to them as needed.
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Templates and forms to customize and use  in your business.
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BONUS: 50-min Coaching Session with Lisi designed to answer your burning questions and provide you with a little one-on-one support. ($240 value)

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BONUS: 30-min Final Feedback Call with Lisi designed to ensure you have a plan to succeed with your new found knowledge. ($125 value)

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Access to Our Private Systems & Tool Training Portal containing training videos for how to implement and use best-in-class tools in your business.  See the FAQ below for the current list of tools we recommend.  Don't see one you want on the list?  Let us know!  We'd be happy to consider it.

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2-Month Membership to Our Support Center offering weekly, live Q&A sessions and a private facebook community designed to support you as you learn your new tools. Your membership also allows you to request custom training videos for your business.

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What You'll Receive

6 Virtual Training + Q&A Sessions
(Level 1 & 2)

These live, working  sessions are designed to give you the training and accountability you need to implement the essential business foundations plus teach you the mechanics of running a successful business.  We will workshop each module as a group.

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Private Brand Strategy Assessment
(Level 1 & 2)

You'll receive a private session with our Creative Director/Brand Strategist who will review your current brand and provide you with brand strategy recommendations based on gaps she identifies. You'll receive a discount on any of the brand packages you choose. ($240 value)

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 Private Digital Marketing Strategy Session + Plan
(Level 1 & 2)

  You'll receive a private session with our Marketing Strategist who will help you build out a custom 1-month digital marketing calendar for your top goal. ($400 value)

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Essential Systems & Tools
(Level 1 & 2)

You will learn how to implement and use the essential systems and tools you need to run a thriving successful business. 

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Building Your Funnel
(Level 1 & 2)

You'll learn how to build your attract funnel using your new tools and a free value offer (FVO) so you can start generating leads.

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Private Facebook Community
(Level 1 & 2)

 Designed to give you the support you need outside of our training + Q&A sessions

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Wiley Everything DiSC Assessment
(Level 1 & 2)

DiSC is a personal development learning experience that measures your preferences and tendencies based on the DiSC® model. Receive personalized insights that deepen your understanding of yourself and others, making workplace & personal interactions more enjoyable and effective. 

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(Optional) Accountability Partner
(Level 1 & 2)

 To help you stay on track outside the training sessions.

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A copy of "From Budding Entrepreneur to Empowered Business Owner"
(Level 1 & 2)

This book was designed to provide additional support and context throughout the program.

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Training + Q&A Recordings
(Level 1 & 2)

The recordings are provided so you can refer back to them as needed.

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Templates and Forms
(Level 1 & 2)

To customize and use  in your business.

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BONUS: 50-min Coaching Session
(Level 1 & 2)

This coaching session is designed to answer your burning questions and provide you with a little one-on-one attention. ($240 value)

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BONUS: 30-Min Final Feedback Call 
(Level 1 & 2)

This call is with Lisi and designed to ensure you have a plan to succeed with your new found knowledge.
($125 value)

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Members-Only Tools Training Portal
(Level 2)

The Members-Only Portal contains training videos for how to implement and use best-in-class tools in your business.  See the FAQ below for the current list of training videos we offer. 

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2-Month Support Center Membership
(Level 2)

The Support Center Membership gives you access to weekly, live Q&A sessions and a private Facebook community designed to support you using your new tools. Your membership also allows you to request custom training videos for your business.

Level 1
Ideal for women who just want the fundamentals and already have or don't need Systems & Tools support.
or 3 monthly payments of $365

6 Trainings and Q&A
Private Brand Strategy Assessment
Private Digital Marketing Strategy Session
1- Month Custom Digital Marketing Calendar

Private Facebook Community
DiSC Assessment
"Empowered Business Owner" book

Recordings
Templates and Forms

Bonus: Private Coaching Session
Bonus: 30-Min Final Feedback Session

Level 2
Everything in Level 1 plus a System Audit, access to the Systems & Tools training portal and a 2-month support center membership.
$1,175
or 3 monthly payments of $392
6 Trainings and Q&A
Private Brand Strategy Assessment
Private Digital Marketing Strategy Session
1- Month Custom Digital Marketing Calendar

Private Facebook Community
DiSC Assessment
"Empowered Business Owner" book

Recordings
Templates and Forms

Bonus: Private Coaching Session
Bonus: 30-Min Final Feedback Session
System Audit & Custom Recommendations
Tools Training Portal
2-Month Support Center Membership

Your Business Mentorship Schedule

February 4th - March 10th, 2020

Starting February 4th, we’ll meet online every Tuesday from 12-1:30pm MST for our
Training + Q&A Sessions
.
These calls will be recorded, so if you have to miss the live session, so you can still view the content, though you should make every effort to attend live.

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Following my proven four-part framework The Four S's to Success: Self, Strategy, Structure, Support and using my book as a guide, we'll spend our six weeks together building the essential business foundations and learning the mechanics of running a thriving, successful business so you can confidently share your gifts with the world.

Week 1: Self
This module is designed to help you discover what you need to be the best version of yourself.  We'll start by building a plan to protect your greatest asset.  Then, spend some time exploring your zone of genius and learning about your own personal operating system (POS).

Week 2: Strategy - Part 1
Your pre-assignment for this week will be to create your essential financial documents using templates I provide (budget, cashflow, profit & loss, sales forecast).  I will show you how to leverage this information in your business and explain the importance of establishing a regular review process.

We will also start building out your strategic plan by identifying the goals you want to accomplish ensuring your plan also covers all of the client lifecycle phases.  Plus you'll make an appointment to receive your brand strategy assessment.

Week 3: Strategy - Part 2
We'll finish building out your strategic plan and the framework for your 3-month tactical calendar designed to help you accomplish your goals and achieve your vision.  We'll identify the key performance indicators you need to measure success plus you'll make an appointment to meet with our marketing strategist to create your custom 1-month of digital marketing tactics.

Week 4: Structure
We'll map out your workflows to identify the systems you have plus I'll show you how to implement and use the Google Suite of products, 17Hats, Mailchimp, MailerLite, and LastPass. We will build out your attract funnel using your Free Value Offer so you can generate more leads.  Level 2 participants will receive custom access to our video training library plus ongoing support.

Week 5: Support
We'll identify the additional support you might need to accomplish your vision now and in the future.  We'll also cover the mechanics of running your business using the new framework we built during our time together.  Plus I'll prepare you for your next phase of growth and teach you how to find and onboard a Virtual Assistant that shares your vision, plus how to collaborate and ensure accountability.

Week 6: Wrap up
Wrap up and final Q&A.

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What People Are Saying

"Thanks to Lisi’s ability to be nimble and pro-active with her problem-solving, she took Recoil from a surprisingly successful Kickstarter project to a fledgling business in no time.

She allowed us to focus on the product development and customer relationships challenges, while applied her talents to getting the systems in place to run the business.

Lisi also had a deep understanding of Recoil’s roadmap and vision for the future, giving us the ability to scale quickly and efficiently while keeping an honest eye on the financials."


Anne Mink
Owner
Recoil Winders

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"Growing a company can be a dense and time-consuming task. Finding someone who is patient, understands the very real issues a business owner faces, and calmly taking on each challenge, is nearly impossible.

If you have found Lisi Kempton, I must tell you how very fortunate you are. She not only walk you through the details step-by- step but she will support you throughout the entire process.

Lisi goes out of her way to ensure you have what you need for sustainable longterm growth and success. She will give you the confidence and training you need to run a successful business and make you feel understood throughout the process. Lisi makes it easy to learn and grow."

Hailey VanWormer
Owner
WrenPro Consulting
_______________

"Lisi is a multi-talented professional who takes on the challenges of growing a company as if each company were her own.

Her support allowed me to concentrate more fully on generating sales and delivering services.

Her creative approach to solving challenges coupled with her attention to detail was greatly appreciated."


Marcie Barkin-Goodwin
Owner
Axis Software Designs
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FAQs

How do I know if this program is right for me? Is it good for all types of businesses?
This program is good for female entrepreneurs in need of the essential business foundations and the systems & tools needed for a successful, thriving business and desire a supportive community of like-hearted women to learn with.

Are there any requirements to join the program?
The program was designed for female entrepreneurs. Sorry men! 

How is this different from other programs?
I developed a four-part framework based on 20 years of experience guiding entrepreneurs from solopreneur to small team business so I have an intimate knowledge of the inner workings of a business and know what is needed at each stage of growth to succeed. I take a whole-business and systematic approach to building a business infrastructure and a business designed for short and long-term success. 

How does the Systems & Tools program work?
Level 2 participants will have access to a membership portal with a library of easy to follow training videos for a variety of cloud-based tools designed for early-stage and expanding entrepreneurs.  Our selection was based on best-in-class, ease of use, scalability, longevity, cost and our own years of experience.  We are currently creating training videos for Google Suite, 17Hats, Quickbooks, Freshbooks, Asana, Freedcamp, MailerLite, Mailchimp, LastPass, Calendly, Acuity, WebinarJam, Canva and Zoom.  If you have a specific request, let us know.  We'd be happy to consider it.

In addition to the library of videos, you also receive a 2-month membership to our private Systems & Tools Facebook community and live weekly Q&As, which are held every Wednesday at 1pm MST.  The live Q&As are designed to answer any questions you have about the training videos and the Facebook community is designed to provide additional support outside the live Q&A sessions.  The duration is based on how many questions are submitted but I will try to keep them to 1 hour.  If you would like your specific question or problem addressed in the live Q&A session, you will need to submit it by end of the day on Tuesday.  I will answer the questions in the order they are received.  Learn  more about the Systems & Tools program here.

What is your cancellation & refund policy?
Due to the nature of the program, unfortunately I am unable to allow cancellations or offer refunds.  I intentionally keep the program small so I can provide each participant with a high level of support. It would not be fair to someone else if you took a spot, then cancelled.  I am happy to answer any questions you have about the program so you are confident in your commitment.

Is this my only chance, or are you going to offer this again?
This program is currently offered 4 times per year.

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READY TO BUILD A SOLID BUSINESS INFRASTRUCTURE PLUS LEARN THE MECHANICS OF RUNNING A THRIVING, SUCCESSFUL BUSINESS?
Schedule a complimentary Business Assessment to see if Foundations for Success is right for you.

Not everyone will be the right fit for this program.  I want to make sure that all the women who join are ready for the effort, growth, and community support they'll receive.

During our one-on-one call, I'll help you identify the biggest growth areas for your business, so you can asses your best next steps know for sure whether this program is right for you.

Copyright 2020  SoulTree Operations
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