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Your Business Template Success Strategy Starts Here!

Let me show you how I can help you use templates to streamline your business, become more ORGANIZED, increase efficiency, save you time, and become more productive.

Is Streamlining Your Business a Sisyphean Task?

Operating a small business is demanding and time-consuming. Sometimes you have days where you think you live in the Arctic Circle because you’ve yet to see daylight.

Efficiency, time management, consistent quality, and productivity are key to your business success, but how do you know when you need to create templates in your business?

Here are the top 6

signs that your business needs templates:

  • You’re wasting time creating similar documents over and over – hello invoices I’m talking to you!
  • You’re bogged down by administrative tasks
  • You aren’t answering questions or requests in a timely fashion and it’s costing you clients and customers
  • Your documents and graphics aren’t cohesive as a brand
  • You put off long-term planning because you don’t have the time
  • You’re spending hours on posts and emails even though you know deep down there has to be a better way of doing stuff!

You’re probably thinking that template creation is an overwhelming task that will just be one more thing on your never-ending to-do list.

But think of all the ways templates would benefit your business…

For instance, you could create templates that:

Save you time and resources

which is the best long-strategy for your business

Increase efficiency, productivity, and quality

rather than re-creating the wheel every time you have to do something

Reduce human error

(we’ve all been there)

Produce consistent communications, messaging, and branding

which increases the know, like, and trust factor!

Contribute to smoother, more seamless operations

wow your client with your organization skills!

Boost profitability as a result of all the above

and who doesn’t want more profits?

If you think about it… a template is any kind of document, graphic, or system with a preset layout, formula, and/or style that is saved for re-use later.

But when it comes to using templates, you have to be careful. Some say they lack creativity and don’t reflect well on your business. Others don’t blame the concept, but find the delivery mechanism difficult.

When done right, templates establish consistency, save time, limit human error, and boost productivity. But when done badly, they’re a bigger time suck than quicksand.

What if there was a better way? A method that sidestepped those challenges? 





This course is broken down into 5 modules to take you step-by-step through the process of creating your very own, powerful business templates.

You’ll discover not only how to get back hours in your business, but how you can use them to grow your business rapidly!

All of the course materials, including examples and bonuses, are immediately available upon purchase. No waiting, no dripped content, and no upsells!


Module 1 - Where to Use Templates in Your Business

Templates can benefit your business in a variety of ways. In this module, you will learn about the usefulness and broad application of templates beyond administrative duties. With that knowledge, you will conduct an in-depth review of your business processes and tasks, identifying and prioritizing the areas of your business that might benefit from templates, so you know where to focus your time and energy.

Module 2 - Types of Templates (And When to Use Them)

It’s time to get specific. In this module you will review some of the most commonly used templates and determine which ones you need. We will go through this process based on the different areas of your business, splitting it up by business planning, internal operations, communications, and marketing and advertising.

Module 3 - Create Your Templates

it’s time to bring your templates to life. In this module, you will decide which of your templates will be outsourced to designers, created in-house, or generated within apps. You’ll gain a working knowledge of template creation tools and online resources that will help you produce cost-effective templates. Finally, you will find out where you can hire designers to create templates, if that’s the route you decide to take. You will then create an action plan to complete your templates in order of priority.


Module 4 - Start Using Templates in Your Business

I want you to start reaping the benefits of templates right away. Templates are ineffective if not shared or used consistently. In this module, you will learn how to integrate templates into your daily business, for your own and/or your team’s use. This includes how to make your templates easily accessible, collaboration tips, communicating instructions for use, and developing training, if necessary.

Module 5 – Evaluate the Effectiveness of Your Templates

An important part of the template creation process is evaluating the effectiveness of your templates. Your templates should simplify tasks, save everybody time, and make your life easier. If a template isn’t achieving this, then it’s defeating the purpose of template creation. You will learn how to identify the issues and make the necessary changes to maximize template effectiveness. 

As you can see, when it comes to creating templates for your business,
I’ve got you covered!


This course is delivered 100% online and is waiting for you in the online learning portal and you’ll get short training videos, a lesson guide and action guide for each lesson, and loads of other goodies that help you go from mediocre to magnificent!

Plus You Get These Valuable Bonuses!


Business Plan Templates

  • A complete bundle of project management templates to make your next marketing campaign a success. Includes templates, spreadsheets, sample ads, worksheets, plus an Insider’s Guide to give you the tools you need to get started, strategies for creating profitable marketing campaigns, working with a team, and more.
  • Make creating your business  plan easy-peasy with this editable “drafting your business plan” kit.

($50 Value)


Internal Operations Templates

  • 32-page “Project Management Made Easy” training kit. Comes with a start-to-finish guide on project stages for small and medium projects, how to develop a project plan and implementation plan, how to conduct a project review with closure activities, and accompanying project plan templates.
  • 2 customizable sample proposals you can use as guides to provide proposals, quotes, or even use as a framework for your packages.

($45 value)


Communication Templates

  • It can be hard to find the “right ” thing to say so I provide 16 pages of email response templates – everything from closing the sale, payment requests, dealing with frustrated clients,  troubleshooting, and more.
  • Documentation is super important, so I’m adding 2 editable sample standard operating procedures you can use as a template as you begin to document your own processes. Includes an outline and  my own client onboarding process.

($40 value)


Marketing & Advertising Templates

  • Including a 5-series fill-in-the-blank email sequence to welcome your new subscribers/customers/clients and educate them about what you can do to help them solve their problems.
  • Blog Content Templates with 8 post templates (case study, tips list, product comparison, how-to, myth buster, product review, resource list, recipe/formula/system).
  • Editable blog post planning template and weekly blogging planner.

($35 value)

Get Started Now

Only One Payment of





    Lifetime Access

    Which includes training videos, action guides, templates, and tons of done-for-you content


    Valuable Bonuses

    8 resources, samples, templates, and examples you can use in your business, use with your clients, or for inspiration as you create your own templates ($170 Value)

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

    I’ve been teaching hundreds of virtual assistants, online business managers, freelancers, and other virtual professionals just like you how to create simplified systems since 2005. If you want to streamline your business, simplify processes, and increase your efficiency so you can save time, make more money, and get rid of the overwhelm, let me show you how in this new Template Essentials 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 valuable templates!

    Frequently Asked Questions


    What if I don't have ANY templates created for my business?

    Great! Because I give you loads of ideas, instructions, examples, project plans, etc. that you can use once you begin to set up your templates. 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?

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

    The beauty of templates is that you only need to invest time and energy. I will make recommendations for no-cost and low-cost resources within the program, but many times business owners already own the tool or program to get the job done. 

    The training program looks awesome, but I only need little help in a couple of specific areas and don't need the whole program. Do you have templates for sale?

    I do have templates for sale! You can visit VA Business Builder Boutique here.

    In a quick few days, you can easily be implementing your own business template strategy. Fast track you way to better productivity and efficiency!

    Only One Payment of





      Lifetime Access

      Which includes training videos, action guides, templates, and tons of done-for-you content


      Valuable Bonuses

      8 resources, samples, templates, and examples you can use in your business, use with your clients, or for inspiration as you create your own templates ($170 Value)

      Satisfaction Guarantee

      I’ve done everything in my power to make this the simplest yet most comprehensive templates 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 7 days to go through the training program, follow the simple step-by-step training, action guides, etc. and realize for yourself just how amazing it feels to finally get organized in your business 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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      © 2023 Lisa Wells | 

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