SERVICES

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

We accomplish this by utilizing a four part Business Optimization Process called PACE.

The Results

  • A visionary who knows how to achieve their highest potential in business and in life.
  • The security that you are protecting yourself, the business and your team from any potential legal or financial pitfalls.
  • Financial integrity and the ability to use your finances to make informed, confident decisions about your business.
  • A clear roadmap to achieve your vision and the ability to take control of your business, instead of letting it control you.
  • A Brand that consistently represents your company and attracts your ideal client.
  • An operational infrastructure that’s optimized to maximize efficiency and increase productivity.
  • A village of support including an internal team and a culture that motivates and inspires them to achieve their highest potential and do their best work.
  • The confidence that you are running the business like a “real” business.
  • Increased chance of surviving the critical first years of business.
  • A scalable business designed for long-term, sustainable success.

Business Optimization Consulting

You can’t scale your business, until you first build a business that scales.

If you are building a new business or actively scaling your existing business, the first critical step is to optimize your business infrastructure so it is designed to support your growth and expansion.

Using our 4-Part PACE Process, we will help you identify the gaps you have in your business, review the results, then develop a plan to close the gaps.

This process will help you survive the critical first years in business AND set you up for scalable, long-term success.

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Business Management Programs

Once you have completed the gap analysis phase and have a gap elimination plan, the next step in the PACE process is to execute the plan and close the gaps.

We offer different options depending upon where you are at in the business expansion process.

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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…) I had in place, and then recommended a set of tools (along with a link to more savings) that would offer more efficiencies and allow for greater integration between them.“

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“

       

 

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