Retreat Planning for the Professional

Course Overview

Everything you need to know from conception to post retreat making the most effective, impactful and profitable retreat will be learned through taking this course. Perfect for anyone who wants to change direction with their career or add more services and supplemental income to their business, such as a travel agent, event planner or a retreat organizer who wants to up their game at planning. It is also great for the retreat venue owner who wants to plan retreats for his clients or the corporate client looking to train their employees who often create retreats for team-building or to enhance their company’s culture. This course is required to enroll in the RetreatBoss™ Excellence Program where you will become a Certified Retreat Planner. This course is required to enroll in the RetreatBoss Excellence program where you will become a Certified Retreat Planner.

Reg: $1997

NOW: $1297

What To Expect:

  • Retreat Timeline Planning Checklist
  • Registration Template: Heath and medical Form
  • Attendee Satisfaction Questionnaire Template
  • Media Release for Practitioner Template
  • Client Satisfaction Questionaire
  • Media Release for Professional Template
  • Planning for Hire – Client Assessment
  • Retreat Timeline Planning Checklist
  • Online Application Form Template
  • Pricing for Profit Worksheet
  • Marketing Checklist
  • Plug-In and Do-It-For-You Spreadsheets such as:
    • Attendee/Room Tracker
    • Trip/Reservations Tracker
    • Packing Checklist
    • Activities Tracker
  • Group Rules Template
  • Venue Assessment Checklist
  • Retreat Agenda Template
  • PLUS: Get a FREE Guide on How to Build a Successful Retreat

Bonus: The RetreatBoss™ Master Planner, it includes:

  • Retreat Timeline Planning Checklist: Pre-Retreat, On-Site, Post-Retreat Planning 
  • Registration Form: including Health and Medical Form
  • Retreat Agenda Template
  • A Guest Online Application that attracts the most engaged participants
  • Retreat and Group Rules Template 
  • Media Release Form Template
  • Attendee Satisfaction Questionnaire Template
  • Client Satisfaction Questionnaire Template
  • Attendee and Room Distribution List
  • Venue Selection Checklist
  • Pricing for Profit Worksheet 
  • Promotional Calendar
  • Client Assessment for Planning for Hire
  • Experiences Tracking Spreadsheet
  • Packing Checklist
  • Reservations Tracking Spreadsheet

By the end of the course you will:

  • Increased your pool of future clients
  • Have a theoretical and practical experience on planning a retreat
  • Be able to assess thoroughly your client needs and retreat necessities
  • Research and retreat development and execution 
  • Have created a retreat plan and will be in progress
  • Have gained strategies and tools in creating profitable transformational retreats
  • Increase productivity and decrease money wasted, adding to the bottom line
  • Learn to profit from proper pricing, decreasing cancellations, upselling & filling retreats
  • Learn to profit from proper targeting & marketing
  • Have the knowledge on how to decrease liability from qualifying your clients, detailed planning, liability prevention & customer quality control
  • Improved negotiation skills
  • Increase your business knowledge on starting and launching a business, product and service
  • Have put into place a promotional timeline and retreat agenda
  • Choose venues to meet yours and your guest standards of quality
  • Understand all the intricate details that make a successful retreat.
Agnesia Agrella Business Architect | Change Specialist

Retreats are an extremely competitive market and having somebody with so much experience guiding me through the planning process has been invaluable. It has helped me to really focus on two or three areas at a time. It assisted me to identify the most important tasks that will ensure success when I launch the retreats.

Joel Berger Retreat Venue Owner & Operator

I thank you for all your help throughout these years: your constant assistance and collaboration had a great impact on the growth of my company.

Dillon Randolph Physician assistant

I have made tremendous strides and steps forward. It's going to be so useful to take everything I learned and put into action.

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