Services

Business Optimization and Management Services to Help You AND Your Business Reach Their Highest Potential

For the past 20+ years, SoulTree Operations has been helping ambitious, impact-driven Entrepreneurs, CEOs, and other Visionaries optimize and manage businesses that scale.

How We Transform Your Business in 4 Strategic Steps

Uncover What’s Really Holding You Back

Business Assessment & Gap Analysis

We dive deep into your business operations with you and your key team members. No surface-level consultation here—we examine your systems, processes, and bottlenecks to pinpoint exactly what’s preventing you from hitting your growth targets.

What you get: A crystal-clear picture of where your business stands and the specific obstacles blocking your path to scale.

Build Your Custom Growth Blueprint

Strategic Analysis & Action Planning

Using proven frameworks and best practices, I’ll create a detailed roadmap that addresses your unique challenges. This isn’t generic advice—it’s a step-by-step plan designed specifically for your business, your market, and your goals.

What you get: A concrete action plan with prioritized next steps. You can implement this yourself, work with us, or take it to another provider—the choice is yours.

Execute & Scale

Implementation & Gap Closure

Here’s where the magic happens. We roll up our sleeves and execute the plan together. Using EOS (Entrepreneurial Operating System) principles combined with proven optimization strategies, my team works alongside yours to systematically eliminate the gaps holding you back.

What you get: Real results, sustainable systems, and a business that finally runs without you having to micromanage every detail.

Maintain Operational Excellence

Business Management & Leadership Development

As your Fractional COO, I work directly with you to establish sustainable business management practices that support your mission. I’ll hire and and train an Operations Business Manager (OBM) to become the backbone of your day-to-day operations, ensuring your business maintains its momentum and continues operating with the integrity and impact you envisioned. I’ll also coach you on how to be an effective leader and create a culture that motivates and inspires your team to do their best work

What you get: A fully trained internal leader managing your operations AND the leadership skills to build a thriving team culture, giving you the freedom to focus on your zone of magic and the work that lights you up, while knowing your business is making the impact you intended.

Does This Sound Like the Business
You Want to Build?

♡ You operate as a true visionary leader, focusing on strategy and growth while your business runs smoothly without your constant oversight.

♡ Your business is protected by solid legal and financial safeguards, so you can scale confidently without worrying about unexpected pitfalls.

♡ You have complete financial clarity and systems that give you real-time insights to make strategic decisions from anywhere.

♡ Your business follows a proven roadmap for growth, with clear processes that don’t depend on you being present every day.

♡ Your brand consistently attracts ideal clients and generates leads, even when you’re not actively marketing.

♡ Your operations run like clockwork with optimized systems and workflows that maximize efficiency without your daily input.

♡ You’ve built a strong team culture where employees are motivated, empowered, and capable of making decisions in your absence.

♡ Your business operates with the professionalism and structure of an enterprise, regardless of its size.

♡ Every aspect of your business is designed to scale sustainably, creating long-term value that doesn’t require your constant presence.

If you are ready to make this your reality, book a Clarity Call and I’ll help you determine your best next step.

Testimonials

Tammy Krings - Owner, The Conversations That Matter

"Lisi is the backbone of an entrepreneur’s business! Her personal touch and care for the business is executed with mindful attention-to-detail, organization and project management skills that allow the owner to do what they do best. Her work not only keeps the operations thriving, but she also stabilizes the business with a strong infrastructure for growth! She is one of a kind and I feel honored to have worked with her and learned from her!

Dana Solomon - Owner, AVCRAFTERS

“The Business Expansion support Lisi provided allowed me to focus more of my time and attention where I wanted to—on project management, sales, and customer satisfaction, which lead to my ability to consistently increase my profits beyond 7-figures year after year.”

Kelly C. Mullen - Whole-self wisdom coaching

"As a healer and entrepreneur, I'd been looking for a way to setup the operations of my business in a way that would allow me to spend more time on what I love to do, and less on the administrative and technical tasks. The team at Soultree Operations identified what systems and applications (calendar, scheduling, invoicing, client agreements, e-mail campaigns."

Sai Silvester - Founder/CEO, 5.12 Solutions Consulting Group

“Lisi’s support allowed me to focus on more revenue generating areas of my business including sales and service delivery. This led to an increase in higher value consulting engagements and profits. I recommend Lisi's services to any entrepreneur motivated to take their business to the next level.”

Summer DuBois-Lenderman - Owner Sabi Wabi Studio

Lisi's program was an eye opening experience about what it takes to bring your business to the next level ... I felt like I was getting a masters degree in entrepreneurship! I didn’t know how small I was thinking until she helped me to think big.

Mike Z - Owner GPTM

"My company has been working with Lisi and the SoulTree Operations team for the past 2.5 years. During that time she implemented her 5-part Business Expansion Framework and provided ongoing integration support to me and my team. GPTM now has the business foundations and the team in place to achieve our expansion goals. Lisi is a multi-talented professional who consistently over delivers."

Ann Mink - Owner, Recoil Winders

"Lisi applied her talents to getting the business foundations and scalable systems in place and 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"