PLANNING INTENSIVE
Stop Guessing. Start Planning


→ How much should I charge?
→What should be included?
→ What if I miss something important?
✓ That's exactly why I created the RETREAT ROADMAP-
a done-with-you planning intensive
to turn your ideas into a profitable, powerful retreat experience.

What's Included...

- 5- session guided plan built around the 10 Essential Retreat Decisions.
- A customized Retreat Checklist so nothing falls through the cracks.
- Pricing calculator and budget to determine what to charge and how much to pay yourself.
- Venue comparison tool to pick your perfect retreat location.
- Zoom check-ins for 5 sessions to stay focused and confident as we work together to build your retreat roadmap.
- A marketing plan to target your ideal attendee and sell out your retreat.
- The timeline from planning to the retreat date.
- Voxer access for real-time support between sessions.

And it's not one-size-fits-all.
You will walk away with a completely planned, fillable workbook with all the information you need to start selling out your retreat.
JUST 3 EASY STEPS
Complete a short (5-10 minutes) intake form to tell me your vision...
Set up your BONUS 45-minute call with me so we can talk about your plan overview...
Schedule your 5 SESSIONS included in your RETREAT ROADMAP (we will do this on your BONUS call).
Enter your bullet points here..



"I thought I needed a venue. What I really needed was someone to walk through the strategy with me first. This intensive saved me weeks of trial and error!"

Valerie had me decide on my transformation statement for my attendees before making any other decisions. I was thinking about picking dates and putting down deposits and would have wasted so much time and money. Having someone who knows what they are doing put decisions in the right order is priceless!










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We'll plan the 5 laser-focused sessions
based on what works with your schedule



After purchase, fill out the intake survey. It only takes 5-10 minutes.

Submit the intake survey and schedule your FREE BONUS 45-minute call on my calendar.

We'll schedule your sessions and get started on making your retreat dreams come true with your Retreat Roadmap!
- Is this a group coaching program?No- this is a private planning experience, just for you. You'll get Zoom and voice support to map out your options and make decisions with confidence. I'll advise you every step of the way.
- Do I need to have a date or venue before we start?Nope- we can figure it out together.
- What if I have a vision board or a folder of ideas already. Do I need this?The Retreat Roadmap will be the perfect plan for you before you put down deposits and want to make sure all of your pieces fit together. We will make sure you have a strategic roadmap to follow so you have everything you need and nothing falls through the cracks.
- How far in advance should I start planning with the Retreat Roadmap?Let's reverse engineer this question. Let's say you are planning your retreat on a certain date (approximate). You will want to start selling your spots 4-6 months (or more) in advance so you can offer a payment plan. You will want to start promoting for at least 4 weeks before sales go live. The perfect time to complete your RETREAT ROADMAP is
6-12 months before your retreat. - Does the RETREAT ROADMAP work for planning a Workshop or Conference?Yes, although it is designed for multi-day retreat planning, it will also work for in-person workshops and small conference planning. Since it is uniquely tailored for your event, we can customize the plan to fit your needs. Additional services may be suggested for conference planning.
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RECAP OF WHAT’S INCLUDED
➤ 5 Sessions by Zoom (up to 1 hr each) scheduled in advance with Voxer support between.
➤ Determine the transformation statement for your attendees and make sure all decisions align with this.
➤ Lay out the vision and vibe for your gathering.
➤ Pricing and budget templates completed with you.
➤ Venue comparison spreadsheet for decision making
➤ Determine who needs to be on your support team.
➤ A framework for your schedule during the retreat.
➤ Timeline from promotion to event.
Your complete RETREAT ROADMAP plan!
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- 1xRetreat Planning Intensive$497-+
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