STRATEGIC ADVISORY PARTNERSHIP · WELCOME KIT
You're in. Let's build something worth building.
Everything you need to get started is right here — your intake form, Call 0 booking link, Slack access, and your Running Shared Document. Start at step one and work your way down.
A NOTE FROM CHRISTY
YOUR NEXT STEPS
Four things to do before Call 0
Complete these in order. Please begin with Step 1.
STEP 1
Complete your intake form
Takes about 20 minutes. The depth you bring here is directly proportional to how prepared I am when we sit down together for Call 0. Don't rush it. Complete this before booking.
STEP 2
Book Call 0 (your onboarding session)
Call 0 is your onboarding call — it's not counted as one of your six advisory sessions. We'll use it to get aligned on priorities, walk through your Running Shared Document together, and set the rhythm for how we work. Book it once your intake is submitted.
STEP 3
Join Slack + review your Running Shared Document
Your Slack channel is open now — this is our primary channel for the full 90 days. I've also pre-populated your Running Shared Document before Call 0. Take a look through it before we meet and note anything that looks off or needs updating.
Join Slack →
Running Shared Document →
STEP 4
Review what to expect
Read the section below so you know exactly how this partnership works, what each phase looks like, and what we'll build together.
Read below ↓
WHAT TO EXPECT
How the Strategic Advisory Partnership works
Call 0 Onboarding
(not counted in your 6 calls)
→ Complete your intake form before this session
→ We review your Running Shared Document together
→ We align on your top priorities for the 90 days
→ We set the call cadence and establish how we'll work
→ You leave with your first advisory call already on the calendar
→
Calls 1–6
Your Advisory Sessions
→ 6 calls over 90 days — cadence set together in Call 0
→ Come to each call with your most pressing open question or decision
→ I'll have reviewed the Running Shared Document before every session
→ We work in real time — diagnosing, deciding, building
→ Post-call notes and next steps in the Running Shared Document within 24-36 hours
→
Throughout the engagement
→ Async Slack access for the full 90 days
→ Running Shared Document updated after every call — single source of truth
→ I'm actively tracking your progress between sessions
→ Use Slack when things come up — don't wait for the next call
→ Mid-engagement check-in around day 45
At the close
→ End-of-Engagement Summary delivered within 48 -72 hours of Call 6
→ Where you started, what we built, where you're headed
→ 6-month anniversary check-in from me
→ You own everything we build together
ASYNC ACCESS
Your personal & private Slack channel is now open
This is our primary working channel — not a support ticket, not a place to save questions for the next call. Use it when something comes up, when a decision is pressing, or when you want a quick gut-check between sessions. My response time depends on the type of request. (See Emoji Key for more info.) Outside of that you can reach me Tuesday through Thursday, 9am–4pm CST. At this level of engagement, the work you do between calls is as important as the calls themselves — and I'm here for it.