Planning Advisor -
Set Up Session
We’ll take stock of where things stand, clarify priorities, and create a structure you can build on. It’s the first step before scheduling Check Ins, and ensures that future sessions are focused, useful, and grounded in a shared understanding of your goals. This session lays the groundwork for ongoing support.
How It Works
This is a structured 90-minute working session designed to clarify your goals, priorities, and systems. We’ll capture what’s already in place, identify what’s missing or unclear, and outline what needs to be tracked going forward.
The session creates the right foundation for scheduling regular Check Ins, giving us a shared baseline to build on. It’s not about solving everything at once — it’s about establishing a practical structure to help you move forward with clarity.
Engagement Set Up
Engagement
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You’ll receive a short service agreement after booking.
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This outlines what’s included, how we’ll work together, and how your information is handled.
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It’s quick to review and sign — and required before we begin.
Session Preparation
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A little prep goes a long way.
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You don’t need to create anything new or fancy.
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Just pull together a few things that already exist, or jot down your thoughts using the prompts below.
Planning Session
This is a one-time deep dive—expect lots of questions and insights tailored to your unique setup. We’re not building a full system (yet), but we will create something you can act on right away.
Here’s what we’ll typically cover:
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Review your current situation and goals
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Clarify your focus areas and where things feel overwhelming
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Identify any high-risk or time-sensitive items
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Capture what needs to be tracked or delegated
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Prioritize next steps and identify what to follow up on
Set Up Complete
Once this initial session is completed, you’re welcome to book Check-In Sessions anytime. But even if this is the only one, you’ll leave with a solid plan and a lighter mental load.
Typical results are:
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A simple, personalized tracking system (built in Google Docs, Excel, Notion, or Trello — your choice)
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A summary of key priorities and your most important near-term goals
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A basic working structure or rhythm to keep your plans moving
Pricing
Take advantage of reduced subscription pricing when booking your planning session.
PA Set Up Session - Single
250$One Set Up Session- Sessions never expire
PA Set Up Plus Check In Subscription
440$Every month+$250 Planning Advisor Set Up SessionOne Time Set Up Fee $250 Up to 4 Check In Sessions per month prepaid at $110- Special price when purchasing subscription with Set Up
- Subscription bills monthly
- Extra Sessions billed at Subscription Rate
- Cancel any time
Preparing for the Session
Some helpful items to bring, if time allows.
Business Goals & Priorities
1–2 business goals you’d like help staying on track with
launch a product, delegate more, improve customer experience
A short list of current challenges or friction points
bring examples like notes, screenshots, or a recent task list
Optional but helpful
A recent to-do list, planner page, or project outline
An example of what success would look like if this support works for you
Logistics
A rundown of any tools or systems you’re using
spreadsheets, Trello, whiteboards, Post-its — anything goes
Your preferred check-in cadence
weekly, biweekly, monthly, or just when things get chaotic
Your decision-making style
Do you like visual plans? Talking things out? Data-backed decisions?
Who else might need to be involved or informed
Just you? Your VA? A business partner?
Still Have Questions?
That’s completely normal. Every team and business is a little different, and sometimes it takes a conversation to figure out what kind of support makes the most sense. If you’re not sure whether this service is the right fit, just reach out. We’re happy to talk it through—no pressure, no jargon, just a real conversation about what you need.
FAQs
What if I already have a to-do list or planner?
Perfect. We’re not replacing what works — we’re making it actionable. The session helps connect your goals to your daily decisions so you can finally see progress, not just plans.
Why does this cost more than a regular coaching session?
This session is longer — and it’s doing double duty. We’ll spend extra time getting aligned on what you want to track, what’s getting in your way, and how support can be most useful. After the session, I’ll take care of setting up the tracking tools and structure we agreed on, so we’re ready to hit the ground running in future Check-Ins.
Will this actually save me time?
Yes. This session sets you up for success. Taking the time now to get focused saves you from hours of indecision, rework, and wheel-spinning later. You’ll walk away knowing what matters most — and exactly how to keep moving.
I’m not sure my situation is “big enough” to need this.
How do I know this will be worth it?
It doesn’t have to be. This isn’t about the size of your business or your calendar — it’s about giving structure to what’s already in motion so you can stay ahead instead of catching up.
If making progress matters to you — this is worth it. If you're constantly juggling tasks, switching gears, or second-guessing priorities, this session will give you relief and results. You’ll feel the shift immediately.
Still not sure?
We’re happy to walk through your specific situation and help you decide.
Not ready for regular structured sessions?
No problem — hourly support is available anytime you need a second brain or a short-term boost.
How does this fit into the bigger support package?
Check-Ins are one part of the full Planning Advisor system.
See how it all works together