Monthly Check In & Support

WHAT IT IS

A structured framework for running monthly check-in calls with clients — the service that builds retention, makes your work visible, and keeps clients saying yes to the retainer every month.

WHO IT'S FOR

VAs and ops assistants who want to create sticky, long-term client relationships. Anyone who does good work but struggles to communicate its value clearly.

WHAT'S INSIDE

• How a monthly check-in differs from a strategy call — and why both matter
• The four-phase check-in structure: wins, challenges, priorities, next steps
• The 20-minute pre-call prep system
• The 30-minute call agenda with minute-by-minute guidance
• How to write a client recap email using AI
• The async check-in option for clients who can't do calls
• Agenda template + async questionnaire template

AFTER THIS GUIDE, YOU'LL BE ABLE TO:

• Run a structured, professional monthly check-in with any client
• Deliver a written recap within 24 hours every time
• Turn consistent check-ins into long-term client retention