Essential Systems & Tools

Gain the knowledge, confidence and support you need to implement and use best-in-class, cloud-based tools that systematize and streamline your business so you can focus on generating leads and sales.

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Does this sound like you?

  • You have a new business and need the essential systems & tools to launch.

  • You are expanding your business and want to be sure your existing infrastructure can scale as your business scales.

  • Words like CRM and Marketing Automation make your head swirl.

  • You still have your contacts, sales or passwords on a spreadsheet.

  • You still have most of your essential documents on your local hard-drive.

  • You've lost track of where your lead came from, what their interests were or what you already sent them.

  • You waste a lot of time sending follow up emails that could be automated.

  • You are still making appointments with endless back-and-forths.

  • Your systems are fragmented - the tools you are using are not integrated or do not communicate with each other.
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Essential Systems & Tools
A self-paced, supported training program.
The best of both worlds. 

This program is designed to give you the tools, training, and support you need to actually run the hub of your business—without the headaches and stress of figuring everything out on your own.

You probably went into business because you’re passionate about sharing your unique offerings and talents with the world—not because you always dreamed of being an Operations Manager or IT Specialist.  

It’s the same challenge  and the same question for every new entrepreneur.  Out of the endless options of tools available, which ones are best for me and my business?  Well, that is a very good question and a very important one too. More important than you might realize.

Time and again, I’ve watched as gifted, motivated, heart-centered women get stuck trying to figure out how to choose the tools they need to run their business and wonder if they’ll ever get to enjoy doing the parts they love again.  The problem is, there is no one-size fits all solution out there.  Every business has their own systems, budget and goals.  

As a member of the Essential Systems & Tools program, you’ll gain access to a library of short, easy to follow, training videos on best-in-class tools designed for the early-stage entrepreneur.  You'll be able to watch the trainings at your own pace, then implement what you have learned on your schedule or sign up for private implementation support if you need hands-on assistance.

Attend the weekly live Q&A sessions to get your questions answered or utilize the members-only Facebook Community anytime by posting questions or requesting additional training videos.  Learn how to use your tools in a supportive community of like-hearted women.

Your operational infrastructure is the hub of your business.  You need systems, tools and rules to succeed—and that’s exactly what this program will give you.

You’ll overcome one of the biggest blocks to running a successful business through:

System Audit & Recommendations

If you are unsure what systems you have or tools you should use, we offer a System Audit + Recommendations service designed to fit your experience, your budget and your goals.

The Content Portal

The one-time fee gives you access to a library of short, easy to follow training videos in a private, members-only Content Portal.  Watch them at your own pace, then implement what you have learned.

An Intimate, Supportive Community

You're not alone!  The Support Center is available for those who need support outside the training videos or just want to be part of a community of like-minded women with the same challenges.  The Support Center is designed to guide you through the learning curve until you build the experience, habits and confidence you need to succeed. 

Your monthly membership includes access to the live, weekly Q&A sessions and a supportive Facebook community, facilitated by Lisi. Post your questions in the private Facebook group or attend the live, weekly Q&A calls.

Don't see a training video you need in the Content Portal?  No problem!  Just submit a request and Lisi will record one for you.

Experienced Trainer

I'll guide you through the entire process of selection, implementation and training and break it down into easy to manage steps for you. With years of experience coaching & training, I have the patience and clarity you want from a trainer.



Ready to join? Need more information?

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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 a four part framework, based on my zone of genius, that takes systematic and whole-business approach to growth.  

What does that mean? Systems & Tools are in my zone of genius! I'll help you build a streamlined operational infrastructure (systems, tools and rules) plus teach you how to manage it 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.

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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.

Your Options

Complete System Audit + Custom Recommendations
Map out your workflows and identify the systems you have and the tools you need for your business.  Recommendations will be based on your experience, budget, goals and information obtained in your audit.

$97 one-time fee

Members-Only Content Portal
The portal contains short, easy-to-follow, training videos for how to set up and use the tools you have chosen for your business. (See the FAQ below for the list of tools we offer training videos for).  Request custom training videos for your business through the Support Center membership.

If you don't see a tool you want to use on our list, let us know!  We'd be happy to consider it.
$47 one-time fee

Members-Only Support Center
Your monthly membership fee gives you access to a Private Facebook Community where I provide the guidance you need. You are also invited to attend the weekly live Q&A sessions for additional support outside the Facebook group.

Need a specific training video you don't see?  No problem! Request it in the facebook group. (Please allow a 3-day turnaround). 
Must be a Content Portal member.

$20/month

Private Mentoring, Training & Implementation Sessions (limited availability)
$100 per hour

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Who is this program for?
  • Early-stage Entrepreneurs who desire mentoring, training, support and accountability setting up the essential systems and tools they need to run their business

  • Expanding Entrepreneurs who need to revamp their systems and tools in order to scale their business to 6 figures and beyond.

We offer different levels of support based on your experience, your budget and your goals.

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What People Are Saying

"I have never been trained with such thoroughness.

Lisi made my transition smooth and prepared me to take over my new job well. She 100% set me up for success. After some time with training with her, I was confident I could perform my role.

Kristi Anderson
Client Service Coordinator
5.12 Solutions Consulting

"Before I met Lisi, I felt like I would be able to figure out all the systems & platforms I needed if I just spent enough time Googling.

Well let me tell you that her program is a WORLD of difference better than simple YouTube searches!

The weekly calls with the other women show me that I’m not the only one struggling to make Mailchimp work or getting confused about how to sync 17hats. It’s like having a sorority of other women who are all getting %^&$ done in the world and Lisi is helping us all make our systems WORK for us.

Lisi understands how online platforms are put together so she quickly fixes what was frustrating me for HOURS. For a long time I thought I could do this myself but I’m so glad I worked with her instead. You need to hire Lisi!"

Elizabeth Winter Plumb
Owner
Uncommon Coaching


"Lisi has an uncanny ability to break down complex tasks into digestible bits of guidance.

Her attention to detail and obsessive documentation of procedures created a framework that, frankly, I could not do my job without."


Jessica Collazo
Client Services Coordinator
AVCRAFTERS

Sample Training Video
Short, Easy-to-Follow Training Videos for the
Most Common Requests
Most videos are under 15 minutes. This one is 13 minutes
We can't wait to meet you!
If you think the program might be a good fit for you but you are unsure, schedule a call today.
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 who need support establishing a new operational infrastructure (systems & tools) or revamping an existing one so they can get back to generating leads, converting them to sales and building their business.

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

What tools do you offer training videos for?
We offer training videos based on best-in-class, ease of use, longevity, cost and our own years of experience.  We are currently creating training videos for Google Suite, Ontraport, 17Hats, Quickbooks, Freshbooks, Asana, Freedcamp, MailerLite, Mailchimp, LastPass, Calendly, Acuity, WebinarJam, and Zoom MANY MOREIf you have a specific request, let us know.  We'd be happy to consider it.

How do the live Q&As work?
The live Q&As are held every Wednesday at 1:00pm MST.  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 Tuesday, end of day.  I will answer the questions in the order they are received.

Will I receive reminders about the weekly, live Q&A sessions?
Yes, you will receive weekly email reminders about the live Q&A sessions but we recommend you also put them on your calendar as a recurring meeting.

How do I get access to the Facebook community and how does it work?
Once you join the Support Center program, you will receive an invitation to join the private facebook group. Here, you can submit questions and request additional training videos for your business.

How is this different from other programs or watching YouTube videos?
You could absolutely watch YouTube videos if you would prefer to spend the time and effort figuring it all out on your own, or if you know exactly what you want and where to look for it.  This program  1) Will save you precious time on trial & error figuring out what tools are best for your business 2) Offers training videos based on the most frequent use cases 3) Offers custom training videos for your business 4) Provides the benefit of community mindshare and support - how did someone else do what you are wanting to do?  Why did it work for them? 5)  Offers current, up to date videos, not something a few years old that might be obsolete. 6) Offers mentoring and implementation support for how to integrate your tools as much as possible so you can automate your systems as much as possible plus other best practice tips Lisi has learned over her 30 year career.

Do I have to wait until a certain time to join?
Nope!  You can join the program anytime.  Right now, there is a limit to the number of people we can support until we build up the training video library.  We expect to have a full library by January.

How will I access the training videos?
The training videos will be delivered via a private membership portal.  Once you complete your purchase, you will receive an email with a link to the membership portal, your login credentials and an invitation to the private facebook group.

How will I be billed for my Support Center membership each month?
The payment method you use to purchase the program initially will be billed at the same time each month, unless you ask us to change it.

What is your cancelation policy?
You can cancel your membership to the Support Center anytime prior to your next billing date. It's best to keep track of when that is so you don't get charged for the next month when you don't want to.

What is your refund policy?
Due to the nature of the program, unfortunately I am unable to offer refunds.  I provide a sample training video on this page so you can get an idea of what to expect in the content portal. I am also happy to answer any questions you might have about the program, prior to your purchase.
 

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