Are you ready to change your business?  – ENROLL NOW →

COACHES, CONSULTANTS, CREATIVES, VIRTUAL PROFESSIONALS, AND SERIAL PROCRASTINATORS

Create Simple Systems that will Save You Time, Money, & De-Stress Your Life

I can help you plug the money leaks, simplify processes, and shorten the gaps so you can save time, make more money, and get rid of the overwhelm.

ENROLL NOW

“I’ll get my onboarding/bookkeeping/social media/marketing/follow-up/[other task you’ve been procrastinating on] organized one of these days.”

But sadly, One Of These Days never seems to come. 

Seriously, though. Who has time? 

Even if you had the time, where the heck do you even start? Like you need something else piled on your to-do list to make you feel even more overwhelmed. 

Have you tried paying for help only to turn into a micromanaging monster? Still directing someone, still exhausted… wasting time AND money. 

Maybe you’ve even tried hiring a coach only to learn that the coach doesn’t have the basic knowledge that you’re looking for. You know how to grow your business. You just are too stuck in weeds doing busy work to actually make the HOW happen!  

You’ve tried so hard, but nothing ever seems to work.  

You’re simply not where you want to be, and you’re growing more frustrated by the day. 

You’ve been so busy taking care of business that you haven’t gotten around to those details you meant to in the beginning. You know, things like creating a client intake process and ‘what to do when someone buys my stuff.’ And you’re so busy right now with managing your business (and that workload) that there never seems to be a good time to get organized. There’s always something more pressing to do.  

You know you need help but have no idea how to go about getting it.  

You reinvent the wheel every. single. month.  

With all due respect, what are you waiting for?  

You can’t possibly get out of this state of chaos to get organized in a way that will help your business take off and allow you the freedom to finally go on vacation without your laptop. You’re stuck in the gap. Not the GAP that sells comfy sweaters and other casual knits. The gap between where you are now and where you want to be. 

Without the structure in your business that you know you’re lacking, you can’t possibly operate at the level of efficiency you need to be operating at to grow.  

In fact, you’re juggling so much right now without a proper support structure in place that you could quite possibly fall on your face or drop dead from exhaustion. Things are falling through the cracks, and you have no freedom. This is not why you worked so hard to set out on your own. But who wants to spend their precious free time working on operations procedures? You’d rather waste an hour on Pinterest looking at pillow covers to match your new paint scheme than sink an hour into your email management process. (Who could blame you?)  

And in those rare instances when you actually are motivated to sit down and focus on your operations, you get completely overwhelmed. You know what you need to do, but the “how”? That intimidates the hell out of you. 

So you keep on keeping on. You’re doing more work than you have to, in a way that is not helping to grow your business, just to stay on the hamster wheel. 

You must be completely exhausted.

What is the real cost of being disorganized?

What are some things you have NOT gotten to in the past 12 months because you didn’t have time to do it or didn’t have help?

How much time are you spending out of your core genius area?

What if that time was freed up to work with more clients or more products? How much more money could you make? 

Another symptom of being disorganized? Not being able to find anything and spending a lot of time searching for things, maybe paying someone to recreate what you couldn’t find or staying up until 2 am to do it yourself., 

Lost opportunities, lack of growth, stuck at a plateau, confusion, overwhelm…

Let’s face it, being a DISORGANIZED MOFO is no fun!

For just a couple of minutes (humor me), think about what would life look like if your business was organized and had systems in place? 

More confidence? Clarity? More money coming in? Less overwhelm? Dinners with the family? (And I’m talking actually sitting with the family at the table eating a hot meal, not a sanny you throw together and take back to the office with you.)

Imagine that you…

  • could leave for a refreshing long weekend or even (gasp!) a VACATION without your laptop… 
  • took off the afternoon to watch your kid’s game / band performance / musical!
  • had more time and energy for sexytime (ohhh la la yay for sexytime!)

Yes, you can do all. the. things. 

You can have more time in your day, more freedom in your business, break through that plateau and grow your business!

Get ready for Business Freedom!

I’ve trained hundreds of coaches, virtual assistants, online business managers, freelancers, and other virtual professionals just like you how to create simple processes and systems to help their businesses thrive with a solid foundation. 

Imagine what your life would be like: 

Having a routine that truly works for you

and that has YOU in control instead of the other way around

Knowing that your team was operating like a well-oiled machine

rather than you being the bottleneck and nothing getting done

Feeling at peace and productive, refreshed, and charged up

because you get to do what you WANT in your business today

Going on a long weekend or an actual vacation

without the laptop and have things run smoothly without you!

Having a simple process for those clients who sign up with you - leaving time to love them up

(instead of your old way of having a clunky contract signing process where you inevitably forget something)

Taking on bigger projects,hiring your first employee

working less, having more fun, and with more confidence knowing you have things in place (so you aren’t dropping the ball and your premium pricing is supported) as an utter and complete PRO

My goal is to get you organized as fast as possible, provide you the solid foundation to make your business thrive, and simplified processes that won’t make your eyes glaze over

Save yourself years of frustration and huge financial investment you’d make if you just keep winging it.

As you might imagine, people come up to me All. The. Time. and want to pick my brain about how to automate their processes, incorporate simple systems, or how to hire the perfect person for their team. And very often, in that moment, they feel that nothing they do works and nothing will. And from where they are standing, that’s probably true. When BAD systems happen to GOOD people, they get exhausted and want to give up. But the truth of the matter is, in most cases, you just don’t know what you don’t know!  

This program is proven, it works, and I’ve trained dozens and dozens of students, just like you. Everything you want your business to be is possible with my program and simple systems. You will be the envy of your peers and won’t know what to do with your super-organized-badass-self!

LET'S DO THIS!

Her course was exactly as promised.

Lisa is very warm and articulate and is an excellent communicator. Her course content was exactly as promised. She provided valuable information and then she explained exactly how to implement it using real-world examples. I landed my very first client this week and I know her coaching played a very significant role in making that happen. I couldn’t have hoped for a better outcome and look forward to working with her again soon!

Kristin Russell

What You’ll Learn

All of the course materials, including examples, swipe copy, and workflows, are immediately available upon registration.
No waiting, no dripped content, and no upsells!

1

MODULE ONE

MARKETING & RELATIONSHIP SYSTEMS

Too often I see people who have a critical patient on the table (STRATEGY) and they are busy decorating the operating room (TACTICS). As you have learned, all tactics with no strategy doesn’t work.  

These simple marketing and relationship systems will help you discover where you’re wasting time and losing opportunities, while teaching you how to take advantage of more of the people who are already coming through your virtual door. 

Let marketing systems do the HEAVY LIFTING! Once you complete this part of your business, you’ll wonder what to do with all that delicious FREE TIME. If there was an autopilot button, you’d have to oil that sucker up because you’ll be using it a lot!

Z

Offline Marketing and Networking Events

You’ll actually have a process to follow up with all those smart people you met at that conference last weekend who seemed interested in your offer, instead of using your old system (throwing those business cards in a shoebox never to do be seen again).

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Online Marketing

All the fancy marketing tactics in the world won’t get you where you want to go if you don’t have the basics down. My goal is to give you only what you need to not only fill in the most common gaps that keep business owners from getting to the next level, but also to help you build a strong foundation for your business.

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Social Media

(aka Time Suck) This is THE #1 topic I get most asked about how to create a system around! I show you why you aren’t getting as much social media traffic as you’d like and what to do about it, what activities actually further your business and which ones waste your time.

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Free Consultations

Also known as discovery sessions or strategy calls, I’ll show you how to painlessly weed out those who can’t afford you, won’t do the work, or just aren’t the right match – before they even sign up. No more wasted phone calls – high five!

MODULE TWO

CLIENT ONBOARDING AND MANAGEMENT

Delighting your clients from the start means they’ll return and send referrals. Without a great intake system, you’ll end up recreating the wheel over and over again. #wasteoftimeandenergy

I also take you through my systems for onboarding a client and relationship progression. How many times have you ended a service with a client and you KNOW there’s more that you could do for them? (Yeah, me too.) I am going to show you how to WOW your clients so that they hire you again and again. In this module, you’ll discover: 

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Identifying Your Ideal Client

A simple system to quickly identify your best customer or ideal client.

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Client Intake and Onboarding

You’ll have a great system for a smooth client intake and set up your client for success from the very beginning.

Z

Relationship Progression

So, if you’re flying around the country doing speaking gigs – and each one of those gigs is the end of the line for the money flow – then you’re what Christine Kane, one of my favorite transformation coaches, calls a “Transactionist.” When your business relies on transactions alone, it’s a lot more effort for you. You work constantly to find the buyer, market to the buyer, sell to the buyer, fulfill the sale – and then start all over again. I get tired just thinking about it. Again, you leave money on the table when you don’t have a system to show your client how to take the next step with you. (Don’t worry, I give you one!)  

2
3

MODULE THREE

CREATING PRODUCTS, PRICING, AND SALES

Without a clear plan for delivering the products and services you sell, you’re simply flying by the seat of your pants. Aka winging it. Aka losing money.  

When it comes to production, the mere thought of creating products overwhelms business owners. Having created dozens of products, I can tell you there is A. CRAP. TON. of moving parts. But I actually really dig that stuff, that’s my thing. (I’m guessing not so much for everyone else?) No overwhelm here, because I break this down into manageable pieces. In this module, you’ll discover: 

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Creating New Products

Products = passive income. I’m going to walk you through a simple system to create and launch a product. (Includes sample project plans).

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Package Pricing

Want to know how to make more money? It’s called Package Pricing. Maybe you’ve heard of it 😉 Get away from spending all that time on customized quotes or feeling like you are working without getting paid.

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Referrals and Testimonials

Great referrals beget great testimonials. Great testimonials beget great referrals (see how that works). Not only that, it doesn’t cost you anything to implement, it has huge returns, and it is something that you can definitely streamline. 

MODULE FOUR

INTERNAL OPERATIONS AND TEAM MANAGEMENT

Raise your hand if you want to leverage yourself and have even more freedom from your business. 🙋‍♀️

If building your high-performance team has eluded you or you haven’t even hired your first virtual team member, this module is going to be golden for you. I’m going to take you through the process of how to hire that special someone and how to effectively manage them. (You can put your hand down now.) In this module, you’ll discover: 

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Team Roles and Reporting Systems

This lesson is mainly about how to set things up so that things don’t fall through the cracks and how to expertly manage your team and switch from “doing it all” to one of delegation and oversight. Ahhh relief.

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Effective Email Management

I show you how to set clear guidelines so that you feel confident delegating this time-sucking task that most business owners don’t want to give up, as well as tips to effectively manage incoming and outgoing email.

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Building Your A-Team

The biggest mistake I see business owners make is that they know they need someone so they post on a forum somewhere, “Anyone know a good VA?” This will hardly ever yield you a qualified candidate for your high-performance A-team. I will show you a clear system for how to find the right person and onboarding and training tips and strategies. Finally, you will become the visionary instead of the workhorse in your business! 

4

If you are thinking, “Sounds great, but I don’t even know where to start!

Don’t worry, I got you!

Let’s be real, what I hear a lot in this industry is that your friends and family “just don’t get it.” It’s not like you can turn to your sister-in-law to have her build you a workflow ask your best friend to help you with your product creation plan!

Personal support is very important!

If you choose the full-pay option, you’ll have access to a  FULL MONTH of e-coaching in which I’ll personally be there to support you, answer questions, provide feedback, and hold you accountable.

GET STARTED NOW

Limited Time Bonuses

1

Financial & Payment Systems for the Solopreneur

If you are in year 1 or year 10, it’s never too late to get your financial act together. 

This bonus is about bookkeeping – recording what’s coming in and what is going out – and other systems that you can easily set up and use in your business. I show you simple systems for setting up your business for financial success and provide lots of helpful worksheets, letters, and resources to help save you time and be more productive to include worksheets, chart of accounts, and email templates to collect payments owed and more!

2

The Famous SOP (Standard Operating Procedures) Hub

When I first started building this program, the SOP Hub was my most requested item!

“I don’t know where to start with documentation, can you help?”  

“Do you have an example of how to create a step-by-step process?”  

“Do you have samples of processes that I can model after?”  

YES! Yes! and Yes! The SOP Hub contains many examples of Standard Operating Procedures (SOP) and sample processes that will work for your business. 

3

The Guide to Outsourcing + Templates & Questionnaires

As a busy entrepreneur, you know that it’s not possible to do ALL the tasks for your business and do them effectively.

It’s easy enough to say you should outsource, but then you have to do the training. And when faced with that daunting task, it’s often easier to just say, “I’ll just do it myself.”  

But that would be a mistake.  

Includes the Ultimate Online Business Owner’s Guide to Outsourcing” – 31-page book filled with examples & strategies  and  a complete bundle of outsourcing templates to help you find and hire that perfect partner with project listing and spec templates, checklists, templates, hiring sites, and suggested interview questions  

I needed the fundamentals

Before taking this program, I was not clear on the basic fundamentals I would need to start my business. Lisa walked me through the steps to get started and shared her personal insight on the day-to-day operations of running my online business. I particularly appreciated her straightforward tips on interacting with clients, setting prices, and developing packages.

Tiffany M. Patterson

Get Started Now

Choose the BUSINESS FREEDOM GUIDE payment plan that’s right for you! I offer a convenient payment plan with *No Interest* – but if you choose the full-pay, you get an entire month of eCoaching!

FULL-PAY BONUS

one time payment of

$498

USD

 

  • Lifetime Access to the Program which includes 13 training videos, swipe copy, templates, and tons of done-for-you content
  • BONUS Financial and Payment Systems for the Solopreneur
  • BONUS Standard Operating Procedures (SOP) Hub
  • BONUS The Guide to Outsourcing + Template Bundle
  • FULL MONTH OF ECOACHING

*PAY IN FULL BONUS*

Get My Personal Support
($500 Value)

CLICK HERE TO JOIN NOW

Flexible payment plan

3 monthly payments of

$166

USD

 

  • Lifetime Access to the Program which includes 13 training videos, swipe copy, templates, and tons of done-for-you content
  • BONUS Financial and Payment Systems for the Solopreneur
  • BONUS Standard Operating Procedures (SOP) Hub
  • BONUS The Guide to Outsourcing + Template Bundle

JOIN NOW + *NO INTEREST*

3-PAYMENT OPTION

CLICK HERE TO JOIN NOW

Satisfaction Guarantee

I’ve done everything in my power to make this the simplest yet most comprehensive systems training program available. I KNOW it works because it’s the exact same processes and systems and strategies that’s been behind my success and that of my students.

However, if you’re on the fence, or if other business training programs have left you skeptical, then I want to give you every possible chance to “buy it and try it” with absolute confidence and no risk.

That’s why I’m giving you a full 30 days to go through the training program, follow the simple step-by-step training, workflows, action guides, etc. and realize for yourself just how amazing it feels to finally get organized in your business, systemize your processes, and be more productive. If you aren’t satisfied, you get your money back – NO Questions Asked!

View the full refund policy here.

In case we haven’t met yet, I’m Lisa Wells

I’ve been teaching hundreds of coaches, virtual assistants, online business managers, freelancers, and other virtual professionals just like you how to create simplified systems since 2005. If you want to plug the money leaks, simplify processes, and shorten the gaps so you can save time, make more money, and get rid of the overwhelm, let me show you how in my popular Business Freedom Guide online training program.

What I’m providing in this program is  critical in helping you build those solid foundations that will let you scale your business, stop leaving money on the table, bring in more profit, and enjoy more freedom.  

The additional bonuses alone will not only set you up for success, but gives you a running start in building profitable processes.

There’s simply no other online business systems course that is results-focused that can help you get organized once and for all. (And finally go on vacation without that laptop!) 

LET'S DO THIS!

AS FEATURED IN

Frequently Asked Questions

 

What if I don't have ANY systems set up yet in my business?

Great! Because I give you loads of examples, processes, and project plans that you can use once you begin to set up your systems or have your team set up systems. Not only that, but you’ll be doing things the “right” way from the get-go.

I'm busy right now, how long will I have access to the course?

You will have access to the course for the lifetime of the program.

Will I have time to do this course?

Business Freedom Guide is self-paced.  

Once you enroll, you’ll have instant access to all of the modules so that you can go through the lessons at your own pace at whatever speed your current situation allows. I’ve laid out the course in such a way that you can jump to the lesson that most fits what you need right now. Let’s say you are going to attend an event next week – make sure to watch Module 2, Lesson 2 because I give you a full system for networking (and what to do with all those business cards).

I'm on a shoestring budget, will I need to buy more software programs or tools?

The beauty of systems is that you only need to invest time and energy in order to have a good system. I will make recommendations for other tools that can help you automate some of the processes, but many times business owners already own the tool or program to get the job done. There are also many no-cost and low-cost tools which I go over in the program.

What if I need more "hands on"? Does this program come with 1:1 help?

While Business Freedom Guide is a self-study program, I do offer e-coaching for those who take advantage of the full-pay option.

These systems look awesome, but I need help in a couple of specific areas and don't need the whole program. Do you have individual modules for sale?

I do have individual modules for sale! Check out my bite-sized Growth and Profit Plans here.

Very well organized and easy-to-follow

I was happy to have found Lisa’s program. It is chock full of helpful information and is very well organized into easy-to-follow sections. Like most online courses, you get out of it what you put into it. Every module has a minor homework assignment to complete, I highly recommend you complete the assignments. 

No matter where on your business journey you are at– all can learn something from this course. If you just need the basics this class offers that and is much better presented than those “getting started” classes that are offered around the internet. I appreciate that Lisa is willing to offer her expertise to help businesses succeed in the online marketplace. Highly recommend hiring Lisa as your online business teacher.

Jessica Brown

Join the hundreds of other coaches, consultants, and creatives who have plugged their money leaks, simplified their processes, and shortened the gaps!

Choose the BUSINESS FREEDOM GUIDE Payment Plan that’s right for you.

FULL-PAY BONUS

one time payment of

$498

USD

 

  • Lifetime Access to the Program which includes 13 training videos, swipe copy, templates, and tons of done-for-you content
  • BONUS Financial and Payment Systems for the Solopreneur
  • BONUS Standard Operating Procedures (SOP) Hub
  • BONUS The Guide to Outsourcing + Template Bundle
  • FULL MONTH OF ECOACHING

*PAY IN FULL BONUS*

Get My Personal Support
($500 Value)

CLICK HERE TO JOIN NOW

Flexible payment plan

3 monthly payments of

$166

USD

 

  • Lifetime Access to the Program which includes 13 training videos, swipe copy, templates, and tons of done-for-you content
  • BONUS Financial and Payment Systems for the Solopreneur
  • BONUS Standard Operating Procedures (SOP) Hub
  • BONUS The Guide to Outsourcing + Template Bundle

JOIN NOW + *NO INTEREST*

3-PAYMENT OPTION

CLICK HERE TO JOIN NOW

Satisfaction Guarantee

I’ve done everything in my power to make this the simplest yet most comprehensive systems training program available. I KNOW it works because it’s the exact same processes and systems and strategies that’s been behind my success and that of my students.

However, if you’re on the fence, or if other business training programs have left you skeptical, then I want to give you every possible chance to “buy it and try it” with absolute confidence and no risk.

That’s why I’m giving you a full 30 days to go through the training program, follow the simple step-by-step training, workflows, action guides, etc. and realize for yourself just how amazing it feels to finally get organized in your business, systemize your processes, and be more productive. If you aren’t satisfied, you get your money back – NO Questions Asked!

View the full refund policy here.
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