Business Continuity Planning
You have your clients' back. Who has yours?
With the Business Backup Blueprint — someone always will.
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?
It runs entirely through you.
The client relationships. The logins. The institutional knowledge. The context that only exists in your head.
If you had to step away suddenly, could someone else actually step in?
Do they know where anything is?
Do they know what needs to happen first?
Do they even know you've chosen them to take the wheel?
For most established business owners, the honest answer is no.
Let's change that.
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"You want Lisa's eyes and brain on your business. She helped me prioritize what mattered most and think beyond just the immediate fire drills. The peace of mind I've gained is priceless. This work was absolutely worth the investment."
— K. Robertson, Legal Consultant
I'm Lisa, your business continuity partner
I help solo and small business owners build the one thing their business is missing... a structured continuity plan so someone else can step in without everything falling apart.
My clients aren't disorganized. They're successful. They've built something worth protecting and they're good at what they do. They've just been carrying it all in their head and they know that's not sustainable.
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 experience is what makes this different from a checklist, a template, or a GPT.
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“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
SERVICES
① The Business Backup Blueprint — $997
Most business owners have never had someone sit down and ask what happens if they can't show up tomorrow. That's exactly what this is.
Using my signature 3Ps framework™ we work through the three things every continuity plan requires:
Who steps in — and are they actually prepared?
Where everything lives — and can someone find it without you?
What has to happen first — and is it written down anywhere?
You walk away with:
+ A completed hub structure your Person can navigate without you
+ A written Playbook with your top essential priorities in order
+ A paper backup reference your Person can access even when tech fails
+ A clear record of who has been chosen and what they know
+ Peace of mind knowing your clients and business are covered
The Business Backup Blueprint intensive is delivered across 3 sessions, spaced approximately 1–2 weeks apart.
Disclaimer: This is guided planning support — not legal, financial, or estate planning advice. You own and control all of your information at every step.
② The Continuity Check-In — $297
The hardest part isn't building the plan. It's keeping it current.
Your business changes. Your clients change. Your tools change. Your Person changes.
A plan that's 18 months out of date isn't really a plan, it's just another document.
$297 per 60-minute session. Available quarterly, biannually, or annually... your choice.
Available to Business Backup Blueprint clients only.
REFERRAL PARTNERS
Do you work with business owners who have no emergency backup plan?
Some of my best referrals come from attorneys, CPAs, financial advisors, and business coaches who already have a strong relationship with their client — but whose clients haven't yet answered the "what if" question.
If your clients have built a business worth safeguarding but everything runs through them — I'm who you refer them to.
I deliver a high-touch, structured planning experience and return your clients with an actual plan in place, peace of mind restored, and confidence that their business is protected.
Your client relationship stays intact. Your reputation is safe with me.
We're complementary, not competitive.
"Lisa brought a rare combination of integrity, diligence, organization, and deep understanding of what small businesses actually need. Working with her was a total game-changer."
A. Simpson, Accounting Firm Owner
FAQs: Business Continuity Planning for Solo and Small Businesses
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: How is this different from an SOP or operations manual?
SOPs (Standard Operating Procedures) document how your business runs day to day.
The Business Backup Blueprint focuses specifically on what needs to happen if you can't show up... who steps in, where everything is, and what the immediate priorities are.
It's a different document for a different purpose, and it's much simpler to build.
Q: Is this only useful in an emergency?
Not at all. The plan is just as valuable for planned absences like extended travel, medical leave, caregiving, or a deliberate sabbatical.
Readiness isn't just for emergencies.
Q: What's the first step?
Book a free 20-minute Clarity Call.
We'll talk through your business and whether this is the right fit. No pressure. No pitch.