Business Continuity Planning
You have your clients' back. Who has yours?
Safeguarding what you've built.
You've worked hard to build a business worth protecting. Long-term clients who depend on you. Revenue that reflects the quality of your work. A reputation you've earned over years.
But your business runs entirely through you. The client relationships. The logins. The context that only exists in your head.
If you had to step away suddenly, could someone else actually step in and know immediately?
- Where everything is
- What needs to happen first
- Who takes over
For most established business owners, the honest answer is no. Let's change that.
"The peace of mind I've gained is priceless. Lisa helped me prioritize what mattered most and think beyond just the immediate fire drills. This work was absolutely worth the investment."
— K. Robertson, Legal Consultant
The 3Ps Framework™
PERSON
Who steps in — and are they actually prepared?
PLACE
Where everything lives — and can someone find it without you?
PRIORITIES
What has to happen first — and is it documented anywhere?
BUSINESS BACKUP BLUEPRINT
3 sessions, 1–2 weeks apart - $997
Most business owners have never had someone sit down with them and ask what happens if they can't show up tomorrow. That's exactly what this is.
You walk away with:
- A hub structure your person can navigate without you
- A written playbook with your top priorities in order
- A paper backup reference accessible even when tech fails
- A clear record of who has been chosen and what they know
Guided planning support — not legal, financial, or estate planning advice. You own and control all of your information at every step.
CONTINUITY CHECK-IN
60 minutes - $297
Ongoing support for Blueprint clients
The hardest part isn't building the plan. It's keeping it current.
Your business changes. Your person changes. A plan that's 18 months out of date isn't really a plan.
Available quarterly, biannually, or annually — your choice.
“Lisa is brilliant at coming up with strategies and implementing solutions that make your business less of a burden and more of a joy. She’s also one of the most honest, ethical, and joyful people I know which makes working with her a true relief.”
– B. Scott, Financial Advisor
I'M LISA,
and I bring 25+ years of high-stakes operational experience to this work, including 19 years managing payroll and HR for 650+ employees in environments where getting it wrong wasn't an option.
That depth of expertise is what makes this different from a checklist, a template, or a GPT.
FAQs
Q: Who is this for?
Solo and small business owners — consultants, advisors, attorneys, CPAs, firm and agency owners, coaches, contractors — anyone whose business runs through them and who hasn't yet built an actual plan for what happens if they can't show up.
Q: Is this the same as estate planning?
No. Estate planning covers what happens after you're gone. This covers what happens while you're still here but temporarily can't show up — a health issue, an emergency, an unexpected absence.
Q: Do I have to share my passwords or confidential information with you?
Never. You own and control all of your information.
I help you build the structure — you populate the sensitive details yourself. I don't access your accounts, passwords, or financial information at any point.
Q: Is this only useful in an emergency?
Not at all. Your Business Backup Blueprint is just as valuable for planned absences like extended travel, medical leave, caregiving, or a deliberate sabbatical.
Readiness isn't just for emergencies.
Also offering Strategic Mapping™ for established business owners ready to build a 12-month operational roadmap.