Business Freedom Guide - Create a Business That Runs With or Without You

** Coaches, Consultants, Creatives, Virtual Professionals and Serial Procrastinators**

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.

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“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!

My name is Lisa Wells and I provide the tools for coaches and creatives to streamline & organize the “behind the scenes” of their businesses so that they can focus on doing what they love.

You don't have to break the bank or invest thousands of dollars, you just need great systems. Let me be your guide and show you my simple but very effective processes to organize and simplify in order to gain more freedom in your business...

INTRODUCING THE BUSINESS FREEDOM GUIDE:  

Everything You Need To Build SIMPLE Systems - Get Organized & More Productive Today.

The Business Freedom Guide Course is a digital course where Lisa Wells, a systems expert, walks you step-by-step through setting up simple systems for your online business. 

HERE'S EXACTLY WHAT YOU'LL LEARN IN EACH MODULE

MODULE 1

MARKETING AND RELATIONSHIP SYSTEMS (SO THAT PEOPLE CAN FIND YOU)

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! 

  • 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).
  • 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.
  • 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.
  • 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!

CLIENT ONBOARDING AND MANAGEMENT (SO THAT PEOPLE CAN HIRE YOU)

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 client intake, 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: 

  • Identifying Your Ideal Client. A simple system to quickly identify your best customer or ideal client.
  • 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.
  • 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!)  

CREATING PRODUCTS, PRICING, AND SALES (SO THAT PEOPLE CAN PAY YOU)

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: 

  • 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).
  • 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.
  • 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. 

INTERNAL OPERATIONS AND TEAM MANAGEMENT (SO THAT THE RIGHT PEOPLE WORK FOR YOU AND INTERNAL PROCESSES ARE TICKETY BOO)

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: 

  • 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.
  • 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.
  • 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! 

GET STARTED NOW

Purchase Individual Modules at Only $147 Each

OR, Save Money and Buy the Whole Program and Get Awesome Bonuses!

Choose the BUSINESS FREEDOM GUIDE Payment Plan That's Right For You

And to make you feel supported every step of the way, you'll get lifetime access to the Business Freedom Guide.

Plus these BONUSES


BONUS ONE  

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. Along with the training video, I'm including some valuable resources:  

  • Business Accounting Worksheets - for the pen and paper gals like me who want sheets that you can print out and touch and feel  
  • Sample Chart of Accounts - if you are frustrated by the examples that only focus on large businesses or brick and mortar businesses, look no further! I am giving you MY chart of accounts that I use for my online business that is so easy and straightforward you'll save hours of time 
  • I also include Payment Letters which are template emails that you can use in your business that will help you collect payments owed, sample emails to send if your client's payment failed, renewal reminders, and more!  

(Value $197) Included with the Business Freedom Guide!


BONUS TWO  

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. Though I added a number of actual procedures that I use in my own business, these are meant to show you the many ways that you can create your own processes and procedures - whether it's listing "weekly tasks" or a step-by-step of how to do something so that you can train a new team member, automate your business for when you go on vacation, or even sell your business. Here are just some of the done-for-you processes that are waiting for you in the SOP Hub:  

(Value $297) Included with the Business Freedom Guide!


BONUS THREE  

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.  

There are only so many hours in a day and you can only fully develop so many skills. Instead, these outsourcing templates will give you a giant head start and gives you all you need to find and hire that perfect contractor. Problem solved! 

This bonus pack includes:

  • "The Ultimate Online Business Owner's Guide to Outsourcing" - 31-page book filled with examples & strategies 
  • 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  

(Value $51) Included with the Business Freedom Guide!

LET'S RECAP 

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!) 

Here's what you get in the Business Freedom Guide Program:

The program includes 13 video lessons, ready-ref guides, workflows, project plans, templates, done-for-you processes and procedures and everything you need to create totally priceless systems in your business.  

Information Packed Video Classes. Each module will give you training lessons on how to identify the money leaks and gaps in your business and identify solutions for closing them.  

Audio from the Video Classes. I've made these available in audio format so you can listen in your car on your iPod, whenever you wish. Like on your way to the GAP. (couldn't help myself.)  

Templates, Ready-Ref Guides, System Plans, and Done-For-You Systems. Each module comes with hand-selected, done-for-you, step-by-step systems that support the strategy I cover.  

Bonuses. I'm including VALUABLE bonuses such as the Financial & Payment Systems for the Solopreneur, ready-and-done-for-you processes in the SOP Hub, and outsourcing templates and ebook to help you with finding that perfect person. You'll feel fully supported, empowered, and ready to systemize EVERYthing in a very short time.  

Everything is 100% online and ready for you right now - no dripped content and no waiting!  

FREEDOM AWAITS!

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

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
  • 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


It's 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.

You have nothing to lose and everything to gain.  

GET STARTED NOW

Purchase Individual Modules at Only $147 Each

OR, Save Money and Buy the Whole Program and Get Awesome Bonuses!

Choose the BUSINESS FREEDOM GUIDE Payment Plan That's Right For You

Still Have 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 consulting packages for those who need hands-on help in getting organized and systemized. Read more here.

If this speaks to you, if this is what you have been looking for or if you are drawn to this program, please get it so you can save yourself the years of frustration and huge financial investment you'd make if you just kept winging it! To your success, 

  P.S. These step-by-step systems are proven and they work, I use them and my clients use them. If you want a solid business foundation, then take action right now and do this for yourself!  

If you have any questions or want to make sure that this program is right for you, please email team (at) lisarwells.com.