The Strategic EA Discovery Package
You know you’re meant for more—let’s figure out how to get there.
You’ve mastered the basics. Your executive trusts you. Your inbox is overflowing with requests because everyone knows you can get things done.
But now you’re at a crossroads. You don’t just want to be the person making things happen behind the scenes—you want to be a strategic business partner. You want to be in the room where decisions are made, guiding the conversation instead of just taking notes.
The problem? You’re not sure where to start.
That’s exactly why I created the Strategic EA Discovery Package—to help you connect the dots, build a clear roadmap, and finally take ownership of your career growth.
This package is for you if:
- You know there’s a next level for you as an EA, but you don’t know how to get there.
- You want to move beyond day-to-day execution and start contributing strategically.
- You feel like you're always reacting instead of driving impact.
- You see other EAs positioning themselves as strategic business partners and wonder, how did they make that shift?
- You need a plan—one that’s actually tailored to your strengths, your executive, and your company’s needs.
If any of this sounds familiar, keep reading.
What we’ll do together:
Instead of diving into random training courses and hoping something sticks, we’ll take a structured, strategic approach to figure out what’s next for you—and how to get there.
Step 1: Clarity & Self-Assessment
Before we build your roadmap, we need to get clear on where you are now.
- What does being a strategic business partner actually mean to you?
- Where do you already add value? Where are the gaps?
- How can we leverage your existing strengths and experience to move you forward?
- What tools and technology are available that you’re not fully utilizing?
This starts with a guided self-assessment followed by a 90-minute 1:1 coaching session, where we’ll analyze your current role, define your goals, and start identifying opportunities.
Step 2: Strategy & Goal Setting
Once we’ve established where you are now, we’ll design a plan to get you where you want to be.
- A customized Strategic EA Roadmap that outlines short, medium, and long-term goals.
- A Training & Development Plan tailored to your executive’s needs and your company’s priorities.
- A business case for employer sponsorship (because getting your company to invest in your growth is part of thinking strategically).
This second 90-minute session is where everything comes together. By the end, you’ll have a clear, actionable plan that aligns with your strengths, your executive’s needs, and your company’s goals.
Packages & Pricing
This isn’t a one-size-fits-all program. Whether you just need a plan or want hands-on coaching, there’s an option for you.
Clarity Session – $500
For EAs who need a one-time deep dive to figure out their next steps.
- One 90-minute strategy session
- Pre-work assessment & skills audit
- Personalized Professional Development Plan
- One round of feedback via email
Perfect for: Self-starters who just need the roadmap to execute on their own.
Full Discovery & Strategy – $1,000
For EAs who want a clear career roadmap and support in positioning themselves for employer-funded training.
- Two 90-minute coaching sessions
- "Week in My Role" analysis & strategic insights
- Personalized Strategic EA Roadmap
- Business Case Draft for Employer Sponsorship
- One follow-up check-in (30 minutes)
Perfect for: Those who want a structured plan AND support in making the business case for professional development.
VIP Discovery + Implementation – $1,800
For EAs who are ready to take action and want ongoing coaching & implementation support.
- Everything in Full Discovery & Strategy, PLUS:
- Three extra 60-minute coaching sessions over three months
- Personalized Microsoft & AI Skill Development Plan
- Private Slack/Teams access for Q&A support
- Final Business Case Review before submission
Perfect for: Those who want hands-on coaching, accountability, and ongoing guidance while implementing their roadmap.
Why this works
This isn’t another generic professional development course that throws a bunch of theories at you and hopes something sticks.
This is about you—your strengths, your executive, your company.
This is about creating a custom roadmap that makes sense for where you are now and where you want to go.
This is about finally stepping into the role of a strategic business partner—without feeling lost, overwhelmed, or stuck in the same cycle.
If you’re ready to figure out what’s next—and actually make it happen—let’s get started.
📅 Next Step: Book a free 30-minute consultation to discuss which package is right for you.