The Retreat Checklist Every Leader Needs Before Booking a Single Room
Most coaches and entrepreneurs lose money on retreats. Guests rave about the experience, but the bank account tells another story.
You Pour Your Heart Into Retreats. But Where Is the Profit?
You price your retreat based on what feels right instead of what the numbers require
You book a beautiful venue before knowing if the retreat can actually profit
You have no clear marketing plan to fill seats and rely on hope and social media
You end up breaking even (or losing money) even when the retreat sells out
The Sold Out & Profitable Retreats Checklist Covers:
Profit Clarity
Spot the number one mistake that drains most retreat profits and check if you are making it before you book anything.
Your Profit Floor
Identify whether you know your true break-even number and see if you are set up for loss or profit.
Business Model Check
Assess if your retreat is built as a standalone event or part of a scalable six-figure business model.
Sell Out Strategy
Review whether you have a proven strategy to fill your retreat or if you are relying on hope marketing.
The Same Strategy Used by the World’s Top Hospitality Brands
With 20+ years designing event and retreat strategies for Marriott Bonvoy, The Ritz-Carlton, and Relais & Châteaux, Leni Cavazos built a system that has been tested across 100+ retreats.
Her clients have sold out retreats in 72 hours, generated $100K+ profit in a single event, and built businesses with 100% attendee return rates.
This checklist distills the foundational principles into a free tool you can use today.
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Meet Your Hosts
Jeffery Brown
Is a leader in developing innovative marketing strategies. He created the EQ Marketing Matrix
Dustin Nalley
Is at the forefront of revolutionizing sales technology with his cutting-edge approach to AI chatbots.