We build and manage the systems behind your practice so everything runs smoothly, securely, and professionally.

• Weekly check-in meeting to align priorities
• Yearly operations calendar to keep you on track
• Keep your electronic files organized
• Secure, encrypted password management
• Implement Asana project management system
• Integrate with your tech stack
• Branded email address from your company
• Seamless management of the MyVistage app

With the right systems in place, your practice runs efficiently — and you stay focused on leading your members.

We handle every detail so your Vistage meetings run flawlessly — without taking up your time.

Here’s what you get:

• Maintain annual “Save the Date” calendar and monthly agendas
• Confirm meeting logistics: host, venue, and list of tech needs
• Coordinate speaker’s booking, scheduling, dinner, and virtual materials
• Track RSVPs and communicate headcounts to hosts
• Send meeting invites and reminders with all relevant details
• Provide host support materials and day-of reminders

You show up prepared. Your members have an exceptional experience. We handle the rest.

We manage your 1:1 meetings with precision and foresight — so your time, energy, and travel are optimized all year long.

• Yearly 1:1 scheduling with consistent day/time structure
• Calendar invites and reminders handled for you
• Platform preferences tracked (Zoom, Teams, etc.)
• Light rescheduling support when needed

This is where Remote COO becomes a strategic partner — not just a scheduler.

We keep your prospecting organized, accountable, and always moving forward — so you can focus on growing your groups and engaging your members.

• Cross-check with Vistage prospect list
• Candidate tracking in Excel
• Accountability and progress updates

Your pipeline stays organized. Your growth stays on track.