Strategy Calls

WHAT IT IS

A guide to running weekly and bi-weekly strategy calls that move a client's business forward — real planning sessions that produce decisions, priorities, and written action plans.

WHO IT'S FOR

Experienced VAs and ops assistants ready to position themselves as strategic partners, not just task executors. Anyone who wants to offer higher-ticket services.

WHAT'S INSIDE

• Strategy call vs. monthly check-in: what's different and why it matters
• The 30-minute weekly call agenda with minute-by-minute structure
• The 45-60 minute bi-weekly call agenda
• Four facilitation skills that make calls actually useful
• How to build and maintain a strategy log
• AI prompts for building agendas and post-call action plans
• Weekly action plan template + strategy log structure

AFTER THIS GUIDE, YOU'LL BE ABLE TO:

• Run focused strategy calls that produce clear outcomes and decisions
• Deliver a written action plan within an hour of every call
• Position yourself as a strategic partner and charge accordingly