Asking the Right Questions Before You Book a Strategy Call

ToddMichael.tv editorial ·

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A strategy call is one of the few places where a builder can get focused attention on a specific problem. Whether the conversation is about a creator business, an ecommerce store, an automation project, or a product idea, the hour goes quickly. Most people spend the first ten minutes explaining context and the last five trying to remember what they agreed to. This article offers a preparation method you can use before any one-on-one session, so the time goes toward decisions. It applies to any advisory conversation, including the one-hour strategy, creator, ecommerce, and automation calls offered through the Book a Call page on toddmichael.tv. Nothing here promises a particular outcome. The goal is to make your own thinking sharper.

Start With One Decision, Not a Topic

The most common mistake is bringing a topic instead of a decision. 'My business is struggling' is a topic. 'Should I stop offering the lowest-priced tier before the end of the quarter?' is a decision. Decisions give a conversation a shape. Topics tend to drift into general advice that feels good and changes nothing.

Write down the single decision you most want help with. If you have three, pick the one that blocks the others. Then write two or three sentences describing what you have already tried, what you know, and what you do not know. This short document is more useful than a long backstory because it forces you to separate facts from worries.

Bring Evidence, Not Just Feelings

Advice is only as good as the information behind it. Before a call, gather the numbers you already track: traffic sources, conversion rates, refund counts, hours spent on each project, or the number of times a manual task repeats each week. You do not need perfect data. You need honest approximations you can point to.

If you do not track anything yet, that is itself useful to report. Say so plainly. A sentence like 'I have not measured this, and I estimate it takes six hours a week' gives a strategist more to work with than an uncertain story.

Define What a Good Outcome Looks Like

Before the call, describe what a useful hour would produce. It might be a ranked list of three options, a yes or no on a specific change, a plan for the next thirty days, or a set of questions you should answer before spending money. Each of these is a legitimate outcome. Vague hopes such as 'clarity' are harder to act on, though you can make them concrete by asking what clarity would let you do.

Also define what you will not discuss. Naming boundaries early prevents the call from being pulled toward areas you have already settled.

A Pre-Call Checklist

Use this checklist the day before your session. First, write your single decision in one sentence. Second, list the two or three facts that most affect that decision, with numbers where you have them. Third, note what you have already tried and the result. Fourth, state the outcome you want, such as a ranked list, a yes or no, or a plan. Fifth, name one or two areas you are not asking about. Sixth, prepare three questions, ordered from most important to least. Seventh, decide what you will do in the week after the call, so the conversation has somewhere to land.

Keep this list to one page. If you cannot fit your situation on one page, you may be trying to solve several decisions at once, and it is worth splitting them into separate conversations.

Questions to Ask During and After the Call

During the call, ask questions that test assumptions rather than ones that merely request reassurance. Useful examples include: What would have to be true for my current plan to fail? Which of my numbers look least reliable to you? What is the cheapest test I could run in the next two weeks? What would make you change your recommendation?

After the call, write a summary within an hour, while memory is fresh. Record the decision you reached, the reasoning, the first action, and the date you will review it. If the call did not produce a clear next step, note that too. An unclear outcome is information about whether the preparation or the question needs work. Schedule your own review of the decision so the advice is tested against what actually happens, not left as an impression.