VIP Strategy Session with Patricia Simes

Patricia Simes

VIP Strategy Session

Agenda:

Welcome and Introduction (30 minutes):
- Greetings and setting the tone for the day.
- Provide a brief overview of the agenda and review the goals for the consultation.
Review of Current State (60 minutes):
- Present findings from the pre-consultation assessment.
- Discuss your current challenges, strengths, weaknesses, opportunities, and threats.
Brainstorming and Problem-Solving Session (60 minutes):
- Facilitate an interactive discussion to generate ideas and solutions.
- Ask client opinion of their ideas and solutions to ensure collaboration and agreement.
Action Planning (60 minutes):
- Collaboratively develop an action plan to address identified challenges.
- Define specific goals, strategies, and tactics for implementation.
Break (15 minutes):
- Allow for a short break to refresh and recharge.
Implementation Schedule (45 minutes):
- Develop a detailed schedule for implementing the action plan.
- Assign responsibilities and set deadlines for key tasks.
Follow-Up and Accountability (30 minutes):
- Discuss mechanisms for follow-up and ongoing support.
- Establish accountability measures and checkpoints to track progress.
Q&A and Closing Remarks (15 minutes):
- Address any remaining questions or concerns.
- Summarize key takeaways and next steps.
- Express gratitude for the your participation.

Schedule Post-Coaching Follow-up

Personal Information

First Name

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Last Name

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Questions / Comments

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Phone Number

Professional Information

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Currency

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Additional Information

Contact Information

Name

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Street Address, City, State, Zip code

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Background Information

Name and Address of Your Business

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Briefly describe your business or industry

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How Long Have You Been In Business?

0-2 Years

3-5 Years

+5 Years

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What are the main products or services your business offers?

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Who are your target customers or clients?

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What specific challenges or issues are you currently facing in your business?

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What is the challenge or issue you want to address in our session?

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Have you implemented any strategies or solutions in the past to address this particular challenge?

Yes

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What have you tried in the past?

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What sets your business apart from other businesses in your industry?

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What is your desired outcome from the VIP Session?

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Is there any additional information or context you believe is important for us to know before the consultation?

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