LISA GALLETTI

What happens to your business if something happens to you?

Do you have a person to step in? 
Do they know what to do? 
Do you even have a plan?

Most small business owners don't. 
Let's fix that.

BOOK YOUR FREE CLARITY CALL

You've spent years building a business worth protecting.

Clients who trust you. Revenue that reflects your expertise. A reputation you've earned.

But right now, your business runs because you show up. Your relationships. Your passwords. The context that only exists in your head.

If you had to step away — planned or not — could someone else actually step in and know immediately:

Who to call first?
Where to find everything?
What absolutely cannot wait?

For most established business owners, the honest answer is no.

"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."

— B. Scott, Financial Advisor

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 - $900

Three focused conversations. One structured plan your person can actually access and use.

How It Works:

Step 1 — Your People
We identify who steps in, what they need to know, and whether they're actually prepared.

Step 2 — Your Information
We map where everything lives and build a centralized hub structure your people can navigate without you.

Step 3 — Your Plan
We document your essential business priorities, create your paper backup, and walk through your completed Blueprint together.

You walk away with:

A clear record of who your people are and what they're responsible for
A centralized information hub structure your person can navigate without you
Simple SOPs of your top five essential business operations documented and prioritized
A paper copy of your backup plan that works even when technology doesn't

This is organizational and documentation support — not legal, financial, or estate planning advice. For those needs, please work with a qualified attorney or financial advisor. You own and control all of your information at every step.

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CONTINUITY CHECK-IN

Ongoing support for Blueprint clients

The hardest part isn't building the plan. It's keeping the information current.

Your business changes. Your person changes. A plan that's 18 months out of date isn't really a plan anymore, it's just another document.

Available quarterly, biannually, or annually — your choice.

"Lisa is brilliant at identifying strategies that reduce friction and build real ease into your business. She helped me create simple, sustainable solutions that made everything feel less like a burden — and more like the business I actually wanted to run. Even more importantly, she's one of the most honest and ethical professionals I've ever worked with."

– K. Robertson, Legal Consultant

I'M LISA.

I know what it means to be the person everyone depends on to get it right.

For 19 years I managed payroll and compliance for hundreds of employees in a high-stakes environment where getting it wrong meant people didn't get paid.

And for the past decade I've worked inside small businesses, experiencing firsthand what holds them together....and what happens when there's no plan and the wrong thing happens at the wrong time.

I do this work because every business owner deserves to take a breath and know — there, that's done. My clients are taken care of. My people know what to do. I've got a plan.

FAQs

Q: Is this the same as estate planning or legal succession planning?

This is organizational and documentation support — not legal, financial, or estate planning advice.

I help you get your people, information, and priorities organized so that whoever steps in — or takes over — has what they need.

Many clients find this work makes their conversations with attorneys and financial advisors easier and less expensive, because they arrive prepared.

Q: What if I'm thinking about selling or stepping back from my business?

This is exactly the right time. A business that's organized and documented is worth more — and easier to hand off — than one that lives entirely in the owner's head.

We shape your Blueprint around where you're headed, not just where you are today.

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. Most clients come to this work from intention, not crisis. They're thinking ahead, planning a transition, or simply ready to stop being the only person who knows how everything works.

Readiness isn't just for emergencies.