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
• Multiple monthly group meetings
• Advanced logistic coordination
• Align calendar planning with strategic goals and group rhythms

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
• Advanced coordination for multi-group Chairs
• Yearly calendar planning aligned with your time and energy strategy
• Clear rescheduling protocols based on your preferences
• Geographic clustering for in-person meetings to reduce travel time

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.

We create clear, repeatable workflows so your practice runs predictably, efficiently, and in harmony with your leadership approach.

• Build a yearly operational cadence tailored to your priorities
• Identify, document, and refine key workflows
• Standardize recurring procedures to reduce friction and boost efficiency
• Design and maintain a smooth member onboarding experience
• Track member communications, milestones, and progress

Your operations become predictable. Your members experience consistent, professional engagement.