How to Get the Most Out of Your Strategy Engagement — Even If You’ve Done This Before
You’ve brought in a strategist.
You’re ready to invest in the future of your company — not just with ideas, but with structure.
Now comes the most important part: how you show up to this work.
Because here’s the truth no strategist will put in the welcome packet:
You are the fulcrum.
Not the framework. Not the firm. Not the model.
You.
What you bring into this process will shape not just what you walk away with — but what your team inherits after you’re gone.
Here’s how to make sure this isn’t just another “strategy doc” that gathers dust.
🧭 1. Clarify the real reason you're here
Before your first call, ask yourself:
What is the conversation I’ve been avoiding in my own head?
Where am I unsure, underwhelmed, or out of alignment?
What future do I see that I haven’t had the nerve to say out loud?
If you don’t bring that to the strategist, they’ll build a path to the wrong destination — and you’ll be left holding a sleek slide deck full of the wrong goals.
🧱 2. Don’t protect your identity at the expense of your evolution
You’ve built a powerful business on values like people-first leadership, clarity, and culture that drives results.
Legacy is powerful—until it becomes a comfort zone.
If you find yourself thinking, “That’s not how we do things,” pause and ask:
“Is that because it doesn’t fit? Or because it challenges where I’ve been?”
Make space for the tension. That’s where growth shows up.
🔄 3. Be prepared to repeat, refine, and re-decide
This won’t be a linear journey.
You’ll say something. They’ll interpret it. You’ll realize what you meant was slightly different.
Clarity is earned, not rushed.
The most powerful shifts in a strategy process often come from looping back — not pushing forward.
Give yourself permission to circle the idea until it clicks.
You’re not behind. You’re building.
📣 4. Decide what to say out loud and what to say on purpose
You’re the leader. Your team will take cues from your energy before they take direction from your roadmap.
So decide:
What will you say in the room to cast vision?
What will you say in the hallway to create buy-in?
What conversations need to happen before the final rollout?
Don’t just lead the strategy. Lead the story of the strategy.
🔥 5. Don’t optimize for approval — optimize for traction
Your strategist might give you five options.
Your team might love one.
Your gut might prefer another.
Here’s the guiding question:
“Which one will move us forward fastest — in alignment with who we’re becoming?”
You’re not here to win consensus.
You’re here to build momentum toward the right next level.
Final Word: Be the Anchor and the Ignition
You don’t need to have all the answers.
That’s why you hired support.
But you do need to model the mindset of someone ready to build something truer, bolder, and more transformative than what came before.
Because in the end, strategy doesn’t just define direction — it shapes identity.
And who you become in this process will echo through every team meeting, client engagement, and cultural decision ahead.
So step in fully. Not just as the CEO of today — but as the leader of who your company is becoming next.
Ready to grow?
Start your 14-day free trial with Funneltopia® today, risk-free, no strings attached.
Ready to grow?
Start your 14-day free trial with Funneltopia today, risk-free, no strings attached
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