Meetings & Calls

Request a meeting or adjust a standing one. Structured requests protect everyone's time — including yours.

Meeting policy: standard meetings are 60 minutes or less and require an agenda. Requests at Standard or Low urgency require 48 hours' advance notice. Meetings without a submitted agenda cannot be scheduled. Changes to recurring meetings require a Standing Meeting Adjustment Request.

New Meeting Request

Strategy call, check-in, kickoff, or review

Standing Meeting Adjustment

Change the time, length, or frequency of a recurring meeting

Your Information

Name *

Email *

Company / Engagement *

Meeting Details

Meeting Type *

Requested Duration *

Why is 60 minutes insufficient? *

90-minute meetings are reserved for complex scope. A brief justification helps structure the extended time.

Purpose *

Desired Outcome *

Urgency *

Preferred Date *

Standard & Low urgency require at least 48 hours' notice.

Critical — contact number & reason *

Critical requests receive a response within 2 hours and a callback within 4. Please confirm this is a true blocking issue.

Related Project or Request (if any)

Attendees *

Just me Additional team members External party (vendor, partner)

If others are attending, list names/roles in the agenda notes below.

Agenda *

Agenda template — how to structure it

1. Review — what decisions or updates need revisiting?
2. Discussion topic — the main subject.
3. Decision needed — what specific decision must be made?
4. Action items — what will we commit to completing afterward?
5. Time allocation — minutes per item, totaling no more than the requested duration.

Pre-Work / Materials (optional)

Response Protocol

Urgency	Response	Scheduling
Critical	Within 2 hours; callback within 4	Within 24 hours
High	Within 24 hours	3–5 business days
Standard	Within 48 hours	7–10 business days
Low	Within 72 hours	Batched into the next strategy session