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Congratulations on your appointment to a Vistage
                 Trusted Advisory
                 Board!
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This page presents a comprehensive, step-by-step onboarding journey to help you navigate and fully embrace this incredible experience. Should you have any inquiries or require further assistance, please feel free to reach out to us at Cathy.Fitzhenry@Vistagechair.com or Zoe.Stringer@Vistage.com.

Cathy "Fitz"  is your Vistage Peer Board "Chair"
Vistage Values
Step 1

Please provide all of the information shown below so I can input it into the Vistage database. This will allow me to generate a membership application for you.

Thanks for doing this step.We will get it entered now go on to step 2.

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You Have Joined 
The LIFE of CLIMB
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As soon as your application is processed, a graphic will be created to post to social media. You also may list yourself as a Vistage Trusted Advisor on Linkedin, and in your signature emails.

Step 2
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The Trusted Advisor Program: 

Meets monthly - 1st Friday every month 

Time:  8:30 a.m. - 11:00 a.m. 

One-to-ones provided as needed 

One Vistage Executive Summit Event or CEO All City Event 

The Cost: 

$440 per month (5,280 per year) 

Pay quarterly and its $1,130 /quarter

$2601 if prepaid semi-annually

$5122 if prepaid annually 

A one time "enrollment/seat fee" of $315

Dues Can Be Offset by Referral Fees: 

Refer a CEO or Small Business to Vistage, and when they get appointed and are on the board for 3 months, you will receive $1100 as a referral fee.

If you refer a Key Board Member you will receive referral fee. 

How Meetings Are Held:  On zoom, and if you scheule a one-to-one with Fitz you can meet on Zoom or in her home/office. 

Step 3 
Review the Vistage Member Commitments and Confidentiality Agreement. 
CLICK Here to Download



 
Review the document that explains the difference Between A Trusted Advisor and a Vendor or Consultant  CLICK here to Download
Review the document that explains the Vision and Mission of Fitz's Trusted Advisory Board.
CLICK Here To Download 
Step 4 - Look for the email from Vistage that provides you the link to fill out your application.

Fill it out and if you have any questions or problems, contact Zoe.Stringer@Vistage.com and she will assist you. Once this is filled out Vistage corporate headquarters will process your application and send you notification of membership by email.

 
Step 5- Book a one-to-one with Fitz 
CLICK Here for her calendar 
Step 6- Download the MyVistage APP on your phone. This is where you will receive notifications about your Vistage
meetings and also about Vistage events. 
Step 7 - Contact Zoe Stringer at Vistage if you need any assistance in using the My Vistage App and of loading it on your phone. She can also help you learn how to navigate
the MyVistage.com App and online portal 
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Step 8 - Schedule a time with Fitz to discover how you can invite CEOs, and Leaders to investigate Vistage and talk with Fitz. 
You will be given marketing tools to use, that you can send to your clients, colleagues and friends who may benefit from Vistage. 

To start feel free to send them to:  www.LeadingABetterWay.com

THIS PAGE IS CONFIDENTIAL. 

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