What to Bring to A Strategy Session

A simple overview of what to prepare so your strategy session stays focused, efficient, and actually useful.



Please bring:

• Your website link (live site only)
• One primary goal you want your website or system to support
  (more bookings, clearer messaging, better flow, more sales, etc.)
• Any specific concerns you already have
• Your booking or sales link, if applicable

That’s it.

You do not need:

• perfect copy
• a finished brand
• a long list of questions
• technical knowledge

This session is about identifying what matters most next, not fixing everything at once.

Is This Session Right For You?

Not sure if a strategy session is the right next step? This page helps you determine fit before booking.

This session is a good fit if:

• You already have a website, but it’s not doing what you hoped
• You’re tired of guessing what to fix or change
• You feel like your message makes sense to you but not always to others
• You want clear direction instead of more opinions

This session may not be the best fit if:

• You’re starting from zero and need a full build
• You’re looking for done-for-you implementation during the session
• You want ongoing coaching or long-term consulting
• You’re not ready to take action after receiving clarity

This is a focused strategy session, not a general business chat.

DIY vs Done-For-You: How to Choose

Not every business needs the same level of support. Choosing the right approach saves time, money, and frustration.

DIY is a good option if:

• You enjoy implementing changes yourself
• You mainly need clarity and direction
• You have the time to make updates after the session
• You want to move at your own pace

DIY works best when you have clear guidance and the capacity to act on it.

Done-For-You may be a better fit if:

• You know what needs to change but don’t have time to implement
• You want changes handled efficiently and professionally
• You’re ready to delegate instead of revisiting the same issues
• You prefer support beyond strategy

Done-for-you services are discussed after a session and require a separate agreement.

Not Sure Which You Need?

That’s normal.

Many clients start with a strategy session to gain clarity and then decide whether DIY or done-for-you support makes the most sense.

The goal isn’t to upsell you.
It’s to help you choose the smartest next step.