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Strategic Services for Ambitious Entrepreneurs

Does any of this sound familiar?

Your business is new or changing . . . and you’re having trouble keeping up with the day-to-day demands of running a business (let alone having a life!).

You know you need help but you’re not sure who to hire first or if you can afford them. 

Your business is new or has expanded, but you don’t have a solid foundation in place. You know you need to implement better systems and tools so you can grow more intentionally and support the needs of your business. 

You have a big, inspiring vision for the future—yet you feel like you’re constantly reacting to your inbox, taking care of endless little details, and going in circles instead of making progress.

You feel paralyzed when it comes to investing in your business—from implementing a solid foundation to building a team. How do you know what will actually pay off?

You’re under-resourced and overwhelmed. You need a plan and real accountability to get to the next level.

We’re here to help.

Proven Tactics for Lasting Success

No matter where your business is at or what expansion challenge you’re facing, our team has you covered.

Planning & Execution

Have a big, ambitious vision but lack a clear roadmap? Having trouble knowing what to prioritize and when? We’ll help you develop a comprehensive strategic plan and put it in action.

Metrics Tracking

Understanding where your business is going and how fast you’ll get there is no easy task. Use key metrics to make informed decisions and empower yourself to take the right risks.

Financial Management 

Are you leveraging your finances for growth? Conduct regular financial reviews with confidence. Know what data to collect and when—and how to use this information to maximize your profits.

Team Onboarding

Whether you’re bringing on your first employee or building a dream team, hiring can be a challenge. We’ll empower you to attract and retain the best talent. 

Infrastructure Implementation

The bigger your business gets, the more complex its needs are. Implement systems and tools that increase productivity and teamwork, so you have more time to focus on big picture goals.

A Whole-Person Approach

If you’re under-resourced and overwhelmed, so is your business. We prioritize you—your lifestyle, personal growth, and overall wellbeing—so you can thrive in business and life.

Our Services

1:1 Mentoring

Grow your business and break through barriers to success with one-on-one support. From strategic planning, to systems & tools, and empowering your team, Lisi will ensure that your business thrives. She’ll act as your personal mentor and coach throughout your work together, pulling in additional SoulTree team members as needed to ensure everything comes together smoothly and seamlessly.

Get Started with a Free Consultation.

9-Week Mentoring Circle

Are you a new female entrepreneur in need of a solid business foundation & systems designed for long-term success? Lisi understands that women still face many unique challenges in running a business. The Essential Business Foundations & Systems for The Soulopreneur is group mentoring program designed to empower women to grow their businesses through mentorship, training, and community.

Coming soon! Contact us for more information.

Tools Training

Custom 1:1 and self-paced tools training courses available.  We offer training courses for: Ontraport, Google Suite, 17Hats, Zoho One, Pipedrive, Asana, Freedcamp,  Basecamp, Mailchimp, MailerLite, Acuity Scheduling, Calendly, LastPass, Zendesk, Freshbooks, Quickbooks, Zoom, WebinarJam, Everwebinar.  If you don’t see one you are interested in, let us know!

Contact us for more information.

Wondering which option is right for your business?
Schedule a complimentary consultation with Lisi.