Independent Consultants: Organize Onboarding Team Members Processes

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This is an online event. You will be sent the Zoom link after registration.

Refund Policy

Refund Policy

No Refunds

Event description


Are you setting your team members up for success from the start?

  • Do they know what to expect once they join you?
  • Do they know where to find the information they need to build their business?
  • Have you told them how you'll communicate and keep them updated?

If you can't answer yes to these, then you're not setting them up for success. Which means your business success is also at risk.

We can change that together!

I can give you the exact blueprint you need to create written and repeatable processes that will make onboarding team members easier and more organized. You'll have a fool-proof plan for making them feel welcome and prepared to run their own business.

I'm going to work with you to break your business activities into smaller, more manageable chunks so you can get them right from the start.

By getting even one business activity into a written process, you save time, which can then be used to develop the next process, and so on. I'm not going to lie - it will take time, but it will be so worth it in the end when you'll feel confident in your business.

When you wake up each day knowing exaclty what you need to do, and how to do it.

Workshop Format

We spend the first 10 minutes introducing ourselves.

The next 15 minutes is used to brainstorm as many business activities as we can for onboarding downline team members.

Then, each person chooses one specific business activity that they will create their process for during the workshop.

The remainder of the workshop time is spent on me guiding you through each step of creating your process using the Creating A Business Process Worksheet that will be sent to you.

As you work through your process steps there will be some quiet time. I’ll also ask questions and give you ideas on how to streamline your process as well as some tools or platforms that may help.

What this workshop will do

This foundational workshop is designed to help Network Marketing and Direct Sales Consultants develop an outline for YOUR specific onboarding business activities; including what templates, checklists, and automation you may need to support those activities.

Once you have processes and systems in place you'll be able to:

  1. Feel more confident bringing on new team members because you'll be able to tell them how you'll support them from day one.
  2. Quickly and easily send Welcome packets to new team members so they can dive right in to build their business.
  3. Give your new team members a system they can duplicate immediately to bring on their new team member.

My Organize & Streamline Your Team Onboarding Processes workshop is a great fit if you want to learn how to create repeatable and efficient systems to build your business and your team. You'll get the tools you need to organize your business activities into repeatable process and workflows.

By the end of this workshop you'll have an outline for your opportunity-related business activities. You'll also have the Creating Your Business Process Worksheet so you can get started creating your processes during the workshop.

What this workshop won't do

We won't create all of your processes in this workshop. However, you will get the tools and information to continue the process you start in the workshop as well as create new ones back at your office.

Although I'll mention some platforms and tools, this workshop won't go in depth because there are too many and each business's needs are different.

While I don't create any supporting documents for you, I give you ideas and tips that have worked for my own clients and other small business owners.

What you'll get

Expertise, Knowledge, and Guidance

My name is Lisa Shaughnessy and I'm your workshop leader. I have over 25 years' experience creating business proceses, workflows, and supporting documents for a variety of businesses - large and small. So you won't get some generic workshop. You'll get my collective knowledge and expertise to help you document your processes as well as ideas on platforms and tools to help you grow your business. Every time I hold a workshop or work with a client, I gain new knowledge that you'll benefit from.

The Business Process Guide

Before the workshop begins, you'll get a link to download the Business Process worksheet so you can learn what type of information you need to create an effective workflow, and you can ask questions about it before you try it on your own. This guide is in a Word doc so you can copy and use it to create other workflows for your business.

Process Driven Success

By the end of this workshop, you’ll have an outline of your onboarding-related actvities. You'll also have a roadmap on how to document and organize them so you'll have a better grasp of how you can fine tune your business as a well-oiled machine.

Class size is limited to 8 people so I can provide sufficient one-on-one guidance for each participant. Sign up now to reserve your spot and eliminate lost opportunities as soon as possible.


I don't have team members, will this workshop still be good for me?

Yes! If you create your team member onboarding process steps now, you'll be 100% ready when the time comes.

How will I attend the workshop?

The workshop will be held using the Zoom teleconference platform. Your order confirmation email will have the Zoom link. You'll also get the link in your reminder email 2 hours before the workshop starts.

I don't have any processes, would this workshop still be a good fit for me?

Yes! If you're in business you have processes. They may not be written down or standardized, but every time you post to social media, send your email newsletter, follow up with a potential customer, etc you've followed a process. This workshop will help you understand what processes you need.

What is the refund policy?

This is a non-refundable ticket and isn't transferrable to another workshop.

Testimonials from previous workshop participants

Carla Valentino Testimonial

Anna Tjourmas Testimonial

Eva Reid Testimonial

Viki Mutarelli Testimonial


“In life and in business, we are often told to ‘trust the process", I’ve found the best way to do that is to create the best processes possible. Everything I do and teach is grounded in real-time and real people, so that businesses and their owners alike can get real results.” ~ Lisa Shaughnessy

Lisa Shaughnessy has over 25 years’ experience creating and implementing processes and workflows for government agencies, corporate offices, and small businesses. After working for others for many years, she started her own consultancy helping small businesses increase growth and revenue. Through her Simplified Workflows for Business Success workshops and consulting services, Lisa’s clients successfully get business activities out of their heads and into written, repeatable processes, enabling them to easily hand off tasks to others, open more time for clients, and prevent costly mistakes. She is also a speaker and writer on a variety of small business topics. When she's not helping small businesses reach their full potential, Lisa loves to travel, golf, and hang out with her husband Rob, family, and friends.

Lisa Shaughnessy Process Workshop Leader

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Date and Time


This is an online event. You will be sent the Zoom link after registration.

Refund Policy

No Refunds

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