I am a marketing professional dedicated to helping businesses grow and optimize their presence through digital marketing, email marketing, content creation, and streamlined systems and processes. With extensive experience coaching entrepreneurs and leaders, I focus on building customer journeys that increase reach, visibility, and conversions by identifying ideal customers and connecting with them through high-value content that builds trust and establishes authority. My passion lies in empowering clients to create well-oiled marketing machines that generate consistent leads and sales, develop amazing lead magnets and signature offers, and implement systematized launch approaches. I take pride in educating entrepreneurs through masterclasses and workshops, guiding them in business planning and marketing strategies that set them up for long-term success.

Lisa Balthaser

I am a marketing professional dedicated to helping businesses grow and optimize their presence through digital marketing, email marketing, content creation, and streamlined systems and processes. With extensive experience coaching entrepreneurs and leaders, I focus on building customer journeys that increase reach, visibility, and conversions by identifying ideal customers and connecting with them through high-value content that builds trust and establishes authority. My passion lies in empowering clients to create well-oiled marketing machines that generate consistent leads and sales, develop amazing lead magnets and signature offers, and implement systematized launch approaches. I take pride in educating entrepreneurs through masterclasses and workshops, guiding them in business planning and marketing strategies that set them up for long-term success.

Available to hire

I am a marketing professional dedicated to helping businesses grow and optimize their presence through digital marketing, email marketing, content creation, and streamlined systems and processes. With extensive experience coaching entrepreneurs and leaders, I focus on building customer journeys that increase reach, visibility, and conversions by identifying ideal customers and connecting with them through high-value content that builds trust and establishes authority.

My passion lies in empowering clients to create well-oiled marketing machines that generate consistent leads and sales, develop amazing lead magnets and signature offers, and implement systematized launch approaches. I take pride in educating entrepreneurs through masterclasses and workshops, guiding them in business planning and marketing strategies that set them up for long-term success.

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Work Experience

Business Coach and Consultant, Digital Marketing at fleur de lisa solutions
January 1, 2013 - Present
Coaching and consulting leaders and entrepreneurs to help them build their businesses and optimize results through digital platforms. Assisted clients with creating marketing machines that generate consistent leads and sales. Developed lead magnets, signature offers, and retention strategies including up-leveled offers. Created systematized launch approaches to guide clients through the launch process with high-quality content to attract and convert clients. Conducted masterclasses and business planning workshops to educate entrepreneurs on creating business and marketing plans, breaking down numbers, and strategizing for the next year.
Sales Representative at Primerica Financial Services
December 31, 2013 - July 17, 2025
Educated clients on investments and insurance needs, enrolling clients in appropriate life insurance and annuity products aligned with their goals. Coordinated and presented Women's Financial Education Seminars. Provided training and development for new colleagues. Hosted educational seminars on financial literacy and offered solutions via financial products.
Office Operations Manager at Suluki Dental Associates
December 31, 2012 - July 17, 2025
Managed logistics and customer service functions. Successfully sold dental treatment plans and worked with patients on payment plans. Approved and processed payroll. Developed and implemented Customer Interactive Marketing and outreach initiatives for appointment scheduling and updates. Created website and social media content for patient education and attraction. Increased profits by 8% and improved collections through patient outreach and payment plan development.
Compliance and Customer Service Manager at Liogi Bormioli Corp.
December 31, 2009 - July 17, 2025
Educated clients on investment and insurance needs. Led cross-functional teams to develop company-wide process improvements.
Business Coach and Consultant, Digital Marketing at Fleur de Lisa Solutions
January 1, 2013 - Present
Coaching and consulting entrepreneurs and leaders on building and optimizing their businesses using digital marketing platforms. Creating marketing machines that consistently generate leads and sales. Assisting clients in designing lead magnets, signature offers, and up-leveled offers for client retention. Developing systematized launch strategies with high-quality content to attract and convert clients. Delivering masterclasses and educational content year-round, including a sought-after business planning workshop focusing on business strategy and marketing plan development.
Sales Representative at Primerica Financial Services
December 31, 2013 - July 17, 2025
Educated clients on investments and insurance needs, enrolling them in appropriate products such as life insurance and annuities. Coordinated, planned, and presented Women’s Financial Education Seminars. Trained and developed new colleagues and hosted educational seminars explaining money management and financial products solutions.
Office Operations Manager at Suluki Dental Associates
December 31, 2012 - July 17, 2025
Managed logistics and customer service operations. Successfully sold dental treatment plans and collaborated with patients on payment options. Approved and processed payroll. Developed and integrated customer interactive marketing and outreach, including appointment scheduling. Created website and social media content to educate patients and attract new clients. Increased profits and collections year-over-year through outreach and payment plan development.
Compliance and Customer Service Manager at Liogi Bormioli Corp.
December 31, 2009 - July 17, 2025
Educated clients on investments and insurance. Led cross-functional teams in developing company-wide process improvements.
Business Coach and Consultant, Digital Marketing at Fleur de Lisa Solutions
January 1, 2013 - Present
Coaching and consulting for leaders and entrepreneurs to build their businesses and optimize results throughout digital platforms. Help clients create marketing systems that generate consistent leads and sales. Assist in developing lead magnets and signature offers to attract and convert ideal clients, as well as retaining clients through up-leveled offers. Create systematized launch approaches including high-quality client-attracting and converting content. Educate entrepreneurs year-round with masterclasses and workshops focused on business planning and marketing strategies.
Office Manager at Roof Shark LLC
December 31, 2025 - August 4, 2025
Managed office operations for a busy roofing company. Handled QuickBooks and payroll, schedule management, and assisted customers with roofing decisions. Created and maintained spreadsheets for sales, production, and expense tracking. Managed social media marketing and CRM.
Sales Representative at Primerica Financial Services
January 1, 2013 - August 4, 2025
Educated clients on investments and insurance products to fit their financial goals. Coordinated and presented Women's Financial Education Seminars. Trained and developed new colleagues. Hosted seminars explaining financial concepts and product solutions.
Office Operations Manager at Suluki Dental Associates
December 31, 2012 - August 4, 2025
Managed all aspects of a business dental office. Sold dental treatment plans and developed patient payment options. Approximated and processed payroll. Developed and integrated interactive marketing and outreach to keep patients engaged and facilitate appointment scheduling. Created and managed website and social media content to educate and attract patients. Increased profits by 8% and improved collections through outreach and payment plan development.
Compliance and Customer Service Manager at Liogi Bormioli Corp.
December 31, 2009 - August 4, 2025
Managed logistics and customer service departments. Led cross-functional teams for company-wide process improvements. Managed customer service processes from purchase order to delivery. Implemented warehouse compliance processes. Resolved accounts receivable chargebacks. Coordinated with sales and marketing on new product rollouts. Streamlined logistics procedures. Planned and coordinated customer seminars and events. Motivated, trained, and audited employees. Established internal control procedures and process improvement reports.

Education

Bachelor’s Degree at Temple University
January 1, 1998 - December 31, 2002
Associate’s Degree at Delaware Technical and Community College
January 1, 1992 - December 31, 1998
Associate’s Degree at Delaware Technical and Community College
January 1, 1992 - December 31, 1997
Bachelor's Degree at Temple University
January 1, 1998 - December 31, 2002
Associate’s Degree at Delaware Technical and Community College
January 1, 1992 - December 31, 1998
Associate’s Degree at Delaware Technical and Community College
January 1, 1992 - December 31, 1997
Bachelor's Degree Marketing at Temple University
January 1, 1998 - January 1, 2002
Associate's Degree Management Marketing at Delaware Technical and Community College
January 1, 1992 - January 1, 1998
Associate's Degree Accounting at Delaware Technical and Community College
January 1, 1992 - January 1, 1997

Qualifications

ICF Executive Leadership Coach
January 1, 2021 - December 31, 2022
Supervisor Certification
January 1, 2006 - December 31, 2006
General Accounting Course
January 1, 2006 - December 31, 2006
ICF Executive Leadership Coach
January 1, 2021 - December 31, 2022
Supervisor Certification
January 1, 2006 - December 31, 2006
General Accounting Course
January 1, 2006 - December 31, 2006
ICF Executive Leadership Coach
January 1, 2021 - December 31, 2022
Supervisor Certification, American Bankers Association
January 1, 2006 - August 4, 2025
General Accounting Course, American Bankers Association
January 1, 2006 - August 4, 2025

Industry Experience

Professional Services, Financial Services, Healthcare, Education, Retail, Consumer Goods, Real Estate & Construction