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WEEK ONE/ Milestone 1: Creating the Vision, Finding & Securing a Venue + Contract
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WEEK TWO/ Milestone 2: Budgeting & Pricing for Profit
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WEEK THREE/Milestone 3: Registration System & On-boarding
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WEEK FOUR/Milestone 4: Marketing Strategy & Execution
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Milestone 5: Sales System, Calls & Securing Spots
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Milestone 6: Prepping the Retreat & Holding the Space
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Milestone 7: Integration, Post-Event & What’s Next
RESOURCES: Onboarding Templates, Agreemeents, and Insurance
Resources Included for This Milestone:
- Cancellation Policy Template (see below)
- Liability Insurance Links
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Hiscox for general liability insurance and/or facilitator liability insurance (check with your certification organizations)
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Aon TravelPro- Travel professional liability insurance
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If insurance isn’t accessible, check with your venue to see what’s already covered.
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- Liability Waiver Template (see below)
- Welcome Packet Template (see below)
- Guest Google Form Template- SAMPLE HERE
- Spreadsheet Guest Tracker (See your Master Spreadsheet or here- Make a Copy)
- Sales Page Template (see next page)






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