05

Automate & Streamline Your Biz Operations

Cultivate leadership skills, hire your first team member, & utilize AI tools to streamline your operations!

Total Module time: 6 hours 50 minutes

LESSON 1 | LESSON TIME: 1 Hour 48 MINUTES

How to Automate & Streamline Your Business Growth

In this Masterclass you’ll learn:

  • How to choose & define the priority systems you need in your business through “process mapping”
  • How to develop easy, simple systems to save you time and increase your productivity
  • Our favorite tools & systems to streamline your client/team onboarding, key projects & more
  • How to create a solid & powerful foundation of business systems that allows your business to work for YOU (& not the other way around!)
MEET YOUR MENTOR

Cassie Torrecillas

Katie Wunderink | Director of Operations & Project Manager for the Bucketlist Bombshells

Katie Wunderink is the Director of Operations and Project Manager for the Bucketlist Bombshells, a multi-million dollar business education company for the next generation of female entrepreneurs.

Over the past two years, Katie has spearheaded the creation of Bucketlist’s foundation of business systems and processes, streamlining their projects & launches, hiring & on/off-boarding, and so much more.

Deemed the “Asana & Airtable Queen,” Katie is passionate about creating systems that work for YOU, increasing productivity to save you time and money.

Katie lives on her family’s corn & soybean farm in Northwest Indiana with her husband Brian. When she isn’t working, you can find her enjoying an outdoor run with her golden retriever Luna, cuddling with the cutest barn cats, or indulging in some Mexican cuisine.

🔗 CONTENT BUNDLE: AUTOMATE AND STREAMLINE YOUR BUSINESS WORKBOOK | EMAIL TEMPLATE BLUEPRINTS | PROJECT CALENDAR AIRTABLE TEMPLATE
LESSON 2 | LESSON TIME: 1 HOUR 14 MINUTES

How To Use AI in Your Service-Based Business to 3x Your Productivity

In this Masterclass you’ll learn:

  • How AI can save you time and money while growing your business
  • How to embrace changes in your industry with AI technologies and stay ahead of your competition
  • How AI can help you produce more content and amplify your productivity
  • How to use AI to create PR pitches, blog post outlines, sales page copy, social media captions, etc. in a fraction of the time it currently takes you!
MEET YOUR MENTOR

Cassie Torrecillas

Louise Henry | Online Entrepreneur & Educator

Louise Henry is an online entrepreneur and educator over at louisehenry.com. She’s on a mission to empower entrepreneurs to confidently own their online presence. She does this by sharing free tutorials on her YouTube channel and through her online courses, Passive Profit Accelerator, Uplevel with Asana, Website that Wows & Scale with Kartra. She loves seeing entrepreneurs bring their big ideas to life and believes that they shouldn’t be held back by the tech stuff!

Connect with Louise:

🔗 CONTENT BUNDLE: YOUR AI TECH TOOLS CONTENT BUNDLE
LESSON 3 | LESSON TIME: 50 MINUTES

Your First Hire: How Hiring Supports Your Purpose, Capacity and Impact

In this Masterclass you’ll learn:

  • How to develop the foundation for regenerative and reciprocal relationships with your independent contractors and employees
  • How nervous system activation shows up in hiring and what to do about it
  • How to write a job ad that calls out to your ideal person
  • How to plan for the financial part of hiring
  • How to create an interviewing and onboarding system that is aligned with your values
MEET YOUR MENTOR

Cassie Torrecillas

Candice Elliot | Business Strategist & HR Mentor

Candice Elliott is a Business Strategist and HR Mentor. She helps leaders cultivate empowered teams by aligning workflow and communication with the values of sustainability, equity and belonging. She also loves to work with solopreneurs to help them hire their first team member. She has a Masters in HR from Penn State & the Senior Professional in Human Resources certification. Her educational background is in HR, Philosophy and Anthropology. She loves to give back to her community, and during the pandemic she supported small businesses and non-profits with 100s of hours of donated consulting support to meet the challenges of the changing world of work.

Connect with Candice:

LESSON 4 | LESSON TIME: 1 hour 8 MINUTES

Cultivating Leadership Skills & Streamlining Your Operations

In this Masterclass you’ll learn:

  • How to stop reacting and become a proactive leader of your business and clients
  • The top systems you need in place to help you streamline your business operations and get you out of the day to day and back into your zone of genius
  • How to better manage your clients using unique CRM and PM tools so that your clients walk away raving about working with you
MEET YOUR MENTOR

Cassie Torrecillas

Tiffany Hoeft | Operations Consultant, Fractional COO, Founder & Owner of Fierce Decorum Business Management Agency

Tiffany Hoeft is an Operations Consultant, Fractional COO, founder and owner of Fierce Decorum Business Management Agency, and mom of four. She’s spent the last 20-plus years working behind the scenes in businesses as a trusted leopard-loving side-kick. She helps high-level creative entrepreneurs identify, strategize, and implement a solid business blueprint to focus on their zone of genius while their business runs in the background. She loves implementing strategies that help CEOs work smarter and more intentionally and help them focus on creating a business that allows them to live the life they desire. Tiffany lives in Medina, MN, with her husband, Steve, 4 kiddos (Abigail, 15, Gavin, 12, Vivian, 9, and Grant, 6), and their Doberman, Rocky.

Connect with Tiffany:

🔗 CONTENT BUNDLE: STEPPING INTO YOUR LEADERSHIP AND CEO GUIDE
LESSON 5 | LESSON TIME: 51 MINUTES

How to Take Decisive Action to Pursue Your Wildest Goals

In this Expert Discussion you’ll learn:

  • What it means to take “decisive action” in your life & business
  • How to rise up again after disappointment & failure
  • How to use the power within you to pursue your wildest goals
MEET YOUR MENTOR

Cassie Torrecillas

Maggie Doyne | CEO of the Blinknow Foundation

Maggie Doyne is the CEO of the Blinknow Foundation, CNN Hero of the Year & Forbes “Top 30 Under 30” Social Entrepreneurs, Dalai Lama’s Unsung Hero of Compassion & author of Between the Mountain and the Sky!

Connect with Maggie:

LESSON 6 | LESSON TIME: 1 HOUR 3 MINUTES

Staying Resilient During Big Changes in Your Business

In this Expert Panel you’ll learn:

  • How to tap into your strengths and overcome any challenges that come your way.
MEET YOUR MENTOR

Cassie Torrecillas

Kait Fontenot | Owner & Founder of Kait Studio

Kait is the Owner & Founder of Kait Studio, a creative agency. They work with retailers and lifestyle brands to create websites that are easy to update and easy to manage that allow her clients to have more free time. She’s been in the business for seven years and brings an additional 12+ years of experience in retail management, buying, management, and sales to the table. Kait is based in Dallas, Texas with her husband and their two kiddos.

Connect with Kait:

MEET YOUR MENTOR

Cassie Torrecillas

Kristen Estes | CEO & Creative Director of Moonwalker Digital

Kristen is the CEO and Creative Director of Moonwalker Digital, a web design firm that specializes in creating high-converting websites for personality-driven brands. She’s also the owner of her own website platform, Weeknight Website, which helps influencers easily build their own WordPress websites with a drag-and-drop editor and expert coaching.

When she’s not helping people build online empires, you can probably find Kristen eating tacos, co-hosting a talk show, or hanging out with her hubby and their baby girl at one of their favorite patios in Austin, Texas.

Connect with Kristen:

LESSON 7 | LESSON TIME: 1 HOUR 11 MINUTES

Rhythms & Routines to Simplify Your Life & Business

In this Expert Panel you’ll learn:

  • How we can use rhythms and routines to simplify our lives and businesses
  • First-hand insights as to how these successful business owners create systems that allow for more ease & flow.
MEET YOUR MENTOR

Cassie Torrecillas

Lindsay Kirsch | Marketing Automation Strategist

Lindsay is a marketing automation strategist and an expert in workflow design.

With a master’s degree in Instructional and Performance technology she consults with organizations as well as individuals on identifying opportunities to save time while increasing revenues. Some of her clients include fortune 100 companies such as AT&T and Johnson & Johnson to nationally recognized educational institutions including Emory University and University of Phoenix not to mention niche personal brands.

As a certified Professional Behavior Analyst and a Six Sigma Greenbelt Lindsay has been featured in a variety of national media including Business Insider and Thrive Global on her continuous work in business expansion through technology as she has worked across the globe designing and developing thousands of online courses in more than 17 different languages.

Today, she is an Active Campaign Consultant and Asana Partner internationally recognized for her work helping entrepreneurs, founders, small business owners, and online influencers increase their bottom line through the use of technology.

Connect with Lindsay:

MEET YOUR MENTOR

Cassie Torrecillas

Elena Kaljian | Online Business Manager

Elena helps online service providers build and implement client-focused processes through Customer Relationship Management and Project Management tools and monthly Online Business Management services. She specializes in Dubsado and Clickup and absolutely loves all things organization and automation!

One of the things Elena enjoys most about her business is being able to work with people in periods of growth and sharing in their success. Whether it be automating their client onboarding process so they are able to welcome more clients into their business easily or organizing their SOPs and project management tools allowing them to hire and delegate stress-free!

Elena is currently based in Sonoma County, California. When she’s not working on her business, you can find her drinking wine in the sunshine, watching Giants baseball, or spending time outdoors hiking or gardening!

Connect with Elena: