The Group Call Facilitator's Kit

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Getting Started Guide: The first thing you'll open. It shows you exactly how to use these checklists to set your VA up for success from day one.

The Task Triage Worksheet: Do a quick ‘brain dump’ of all the little things you do. This worksheet makes it crystal clear what you can (and should) hand off to your VA immediately.

The VA Onboarding & Access Checklist: Your master list of all the accounts, tools, and brand details to securely share with your new VA so they’re ready to go before their first day.

The Inbox Reset Checklist: A daily checklist your VA uses to organize your inbox, flag important messages, and unsubscribe you from junk mail. Hello, inbox zero!

The Weekly Scheduling Checklist: Your VA will follow this weekly list to manage your calendar, confirm appointments, and handle all the back-and-forth scheduling emails for you.

Social Media Support Checklist: This covers all the little social media jobs (like cleaning up spam comments or loading posts into a scheduler) so you don't have to.

End-of-Day Report Template: A simple fill-in-the-blank script for your VA to send you at the end of each day, summarizing what they've done and what’s on deck for tomorrow.

Giving Great Feedback. Scripts for Owners: Simple, kind, and clear scripts for giving your VA feedback, correcting mistakes, and celebrating wins. No more awkward conversations!

The 'What If?' Guide: Troubleshooting Common VA Problems: Quick, calm solutions for the most common hiccups, like a missed deadline or a misunderstood task.

VA Communication Scripts: Professional, ready-to-send emails your VA can use for common situations like chasing a late payment or following up with a potential client.

Simple Content Repurposing Checklist: Shows your VA how to turn one piece of content, like a blog post, into a full week’s worth of social media posts.

The 'Ready for My Meeting' Prep Checklist: Your VA follows this list to pull together all the agendas, notes, and research you need to walk into any meeting feeling totally prepared.

The Project Delegation Planner: This planner helps you break down a bigger, one-time project (like a launch or a webinar) into clear, delegatable tasks for your VA.

What's Next: Growing With Your VA Guide: A simple framework for deciding what to delegate next as your business, and your confidence, grows.

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Your Group Call Game Plan Guide: Your quick-start guide to the whole pack. This shows you exactly how to use these assets to plan and run your first amazing group call, step-by-step.

Your 12-Call Program Arc Quarterly Planner: Zoom out and map your entire 3-month program journey. You’ll make sure every call builds on the last, creating a cohesive and powerful transformation for your clients.

How Our Calls Work Customizable Guide for Your Members: A done-for-you template to set clear expectations with your group about call etiquette, participation, and how to get the most out of your sessions.

The No-Sweat Session Planner Worksheet: Your new best friend. Map out your entire group call, from the opening welcome to the closing action steps, so you feel prepared and in control from start to finish.

5 Easy Breakout Room Exercises Framework: Five simple, plug-and-play formats for running breakout rooms that actually work. Use these to create deeper connection and peer-to-peer learning.

The Member Hot Seat Facilitator's Framework: A step-by-step structure for coaching one person live in front of the group. This keeps the hot seat focused, valuable for everyone watching, and perfectly on time.

Call Reminder & Hype-Up Email Templates: Get your members excited and ready to participate with copy-paste emails for announcing and reminding them about upcoming calls.

Group Call Kick-Off Script: The first five minutes of your call are everything. This word-for-word script helps you welcome members, set the tone, and create a safe, engaging space right away.

25 “Get-the-Ball-Rolling” Engagement Prompts: Your secret to avoiding awkward silences. This is a bank of ready-to-use questions and icebreakers to spark conversation and make sure everyone gets a chance to talk.

“Oh Crap, What Now?” Live Call Troubleshooting Guide: A one-page, quick-reference guide for handling common tech glitches like a frozen screen or bad audio without losing your cool.

How to Handle It Scripts for Tricky Situations: Simple, graceful scripts for managing common group call challenges. Think: the over-sharer, the totally silent group, or a conversation that’s gone way off-topic.

The “Stick-the-Landing” Closing Checklist: A simple flow to wrap up your call effectively, assign clear action steps, and leave everyone feeling accomplished and ready for their homework.

Post-Call Recap & Replay Email Template: A plug-and-play email template for sending out the call replay and a summary of key takeaways, reinforcing all the value you just delivered.

Post-Call Feedback & Wins. A Fillable Member Survey Worksheet: A simple survey template you can send after a call to gather feedback and testimonials. You'll know exactly what’s working and what to improve for next time.

Turn Your Call Into a Week of Content Checklist: This juicy checklist shows you how to easily pull 5-7 smaller pieces of content (like social posts, story ideas, or email nuggets) from a single call recording. Work smarter, friend.

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