Welcome To The 5 Keys To Creating & Filling Your Destination Retreat!

Welcome to The 5 Keys to Creating & Filling Your Destination Retreat!
Our community is filled with heart-based entrepreneurs and travel professionals who want to
travel the world, create deep lasting transformation within their clients and be able to make
serious income doing so. Thanks for joining us!
What we know for sure about our wander-lusting travel junkies is that:
• We DON’T want to be stuck in an office on a computer.

• We want to be leveraging our valuable time, showcasing our multiple talents, and
super-sizing our transformational power.
• We’re passionate about sharing our message with a larger audience, challenging
ourselves – and our clients to grow and change – and we want to have fun doing so!
• Plus, we don’t mind adding a way to easily sell our services and add another stream of
income into our biz…
• While visiting some of the most stunning places in the world!
And there are even some of us who want to help others plan and manage their retreats too.
Notes
www.wanderlustentrepreneur.com 1
Copyright @ 2017 Sheri A Rosenthal DPM Inc
So What IS a Transformational Destination Retreat?
There’s a lot of confusion out there with folks calling every kind of live event a “retreat” these
days – and understanding the distinction can make HUGE difference in the way you position and
sell them.
A transformational destination retreat is a custom-crafted, life-changing experience for your

clients that takes place most commonly in a group format in a beautiful location (although it
can be one-one-one or at your home location if you like).
But most importantly, it’s not just about taking folks to a pretty place and teaching your
material workshop style – that’s not the idea at all!
It’s about creating a life-changing event where the location aligns with the material you’re
teaching so that the impact and transformation from the experiential activities that you design
is profound. And to be clear, it’s not necessarily about where YOU want to go – but about where
the material you’re teaching needs you to go. And that’s something you never hear being
discussed.
Notes
The Biggest Mistakes Even Experienced Retreat Leaders Make
1. Incorrectly priced retreats.
We’re talking about ones where facilitators only make a small amount of money or none
at all – or even worse, lose money!
2. Not being able to fill a retreat and having to cancel it  because there wasn’t a
definitive marketing plan in place.
3. Legal issues - liability forms, cancellation policy, proper cash flow.
4. Mediocre, subpar retreats that reflect negatively on the retreat leader and do nothing
to up their brand, create buzz, or get them more clients.
5. Marketing issues – not having a fabulous trip page that clearly qualifies your audience,
shows the benefits of attending, how it solves their concerns or problems and has
wonderfully thought-out amenities and activities so that they know they’ve got to come
on your retreat or simply die!
And then there is most serious issue of all – putting your dreams of creating an amazing
retreat on the backburner just because you feel overwhelmed or confused, don’t have
enough information, and/or the proper tools and education to feel confident enough to
be able to step out and create that retreat you’ve been dreaming about.
Notes
The 5 Keys To Creating & Filling A Fabulous Retreat:
Key #1: The 3 Secrets to Designing a SOLD-OUT Retreat
Key #2: How To Price Your Retreat To Meet Or EXCEED Your Projected Income
Key #3: 3 Legal Tips You Can't Do Without To Make Sure You're PROPERLY Protected
Key #4: The NUMBER ONE Secret to Filling A Retreat
Key #5: How to Make SERIOUS Income AFTER Your Retreat is Over
We’ll also discuss…

The Plan, Fill & Profit Retreat Blueprint Program where we deep-dive into our proven
strategies for planning, pricing, promoting, and monetizing your transformational retreats.
Notes
Key #1: The 3 Secrets to Designing a SOLD-OUT Retreat
SECRET #1: Design a Fabulous Promise for Your Retreat
SECRET #2: Match Your Awesome Promise to Your Locale!
SECRET #3: Lay Out Your Retreat to be a Retreat!
One of the biggest mistakes we see facilitators make is not knowing how to market their event
so it fills. But what most retreat leaders don’t realize is that marketing begins with designing
the perfect retreat and retreat page! Otherwise we are going to be spending money marketing
something that’s never going to sell!
Secret #1: Design a Fabulous Promise for Your Retreat

To fill your retreat, your promise must address a problem that’s prominent in your client’s
mind. Your promise is the outcome people can expect from coming on your retreat. What
specific, pressing problem do you solve?
Folks aren’t going to fly somewhere and spend a lot of money with someone they don’t know to
simply hang out in a pretty place – because they can do that on their own for a lot less money!
Notes
Secret #2: Match Your Awesome Promise to Your Locale!
Align the material being taught and the actual location.
Example:
Women’s Weight Loss Retreat for Menopausal Women in Key West, Florida vs.
Savvy, Sassy, and Sexy – Looking Fabulous in Menopause in Paris, France
Problems of target audience: Tend to gain weight, lose their waistline, and often don’t feel very
good about themselves during these years, often going through some kind of major transition
or challenge in their life.
Activities: Custom lingerie outing. This is an experience they’d never do by themselves! Imagine
the change in their self-worth and confidence… Eating and living like a French woman, exploring
gorgeous shops and a magical city.
This one key alone can be the difference between a boring retreat that doesn’t fill and one
that your clients can’t wait to sign up for! That is why you DO NOT want to do a workshop in a
pretty place!
Notes
Secret #3: Lay Out Your Retreat to Be a Retreat!
There has to be time for relaxing and processing especially since your retreat is going to be
more experiential and transformational than the average workshop.
Typically, a workshop is an intellectually based, content-heavy experience, where the location

does not necessarily impact the material being taught. The focus is on time for networking,
notes and breakout groups.
It’s typically 2-3 days long and the activities are normally limited to what can be done in the
classroom. Of course there’s a time and a place for this kind of event and learning. But your
retreat is not that place.
For your retreat:
• Plan activities to help teach your program and are congruent with your promise
• No more than a morning session of straight-up teaching
• The afternoon is for activities and/or free time
• Evenings for group sharing and relaxing
• Have time for integration and processing time.
“Offer less in quantity – but blow them away with quality by creating activities and experiences
that will impact them profoundly that they’ll never forget.”
Notes
Creating a Fabulous Retreat Page That’s NOT Boiled Chicken
Make sure that your retreat page reflects the difference between a retreat and a workshop!
That means NO:
• Boring trip titles,

• Run-on text with no bullets,
• Long paragraphs,
• Hard to read text which runs all across the page from left to right,
• No clarity as to who the trip is for and what the attendee is going to gain,
• Poor quality or small pictures,
• No clear information about what’s included on the trip and what’s not, and
• No text illustrating the VALUE of your retreat
• And no compelling reason as to why we should go on the retreat!
This is critical folks, just because your location is beautiful – that’s rarely the reason people use
to determine if they want to come on your retreat.
Stellar Retreat Page Example: www.retreatmastermindmorocco.com
Notes
Key #2: How To Price Your Retreat To Meet Or EXCEED Your Projected
Income
A retreat is not a loss leader!
• A true transformational retreat is a lot of work, rewarding work, and you deserve to be
paid for what you do and you need to value yourself appropriately.
• If your retreat is priced properly and you get your minimum on the trip – you WILL
make money.
Pricing a retreat is critical! Make sure you price properly so that you net (profit!) in the end and
include all your costs into the price of the retreat. And we mean ALL!
What to include:
• Flights,
• Your room,
• Your food at the event and in transit,
• Your supplies,
• Cell phone costs,
• Advertising & flyer costs,
• Entry fees,
• Transportation,
• Price of hotel if arriving day before,
• Tips, Gifts, Guides
• Credit card fees (on a $2000 trip, that would be $60 a person at 3%)
And one of the most important tips we can give you is to base your trip pricing on the lowest
number of folks you believe are going to attend.
Notes
Key #3: 3 Legal Tips You Can't Do Without To Make Sure You're
Properly Protected!
This information applies no matter what country you live in!
Do Keep In Mind… If you are accepting money for a retreat that includes rooms, food and
transportation you are accepting money for travel and that can make you a “Seller of Travel.”
So do make sure you are functioning legally since there are strict rules around selling travel in
most countries.
1. Make sure you’re covered by professional liability or indemnity insurance, general

liability insurance AND retreat Insurance.
2. Have proper legal forms. And any old liability forms or simple waivers will not do – your
forms need to be written specifically for travel and the issues that occur while traveling.
3. Put a cancellation policy in place that is visible before people pay.
Notes
Key #4: The Number ONE Secret to Filling a Retreat!
Market your business, don’t advertise your retreat.
Bar-none, the number one way to fill your retreat is by marketing your business (not your
retreat!) and by doing audience-growing and list-building activities all year long. That’s why we
recommend taking 6-12 months to fill your retreat unless you have a great list. If you try to
advertise your retreat you’ll spend a lot of money that’s going to come out of your retreat’s
budget and eat up your profits!
Sharing great content, educating, and teaching is the #1 BEST way to fill your trip… no
matter what venue you use to share that content!
• Line up a series of webinars, teleseminars, Facebook live streams, Periscope,

Google Hangouts, podcasts, videos or live workshops
• Discuss the key problems your clients’ experience – the same ones you’re going to
be focusing on during your retreat. Of course the solution to their problem is your
retreat. 
• Run Facebook ads to a great freebie or a video series.
Notes
Key #5: How to Make SERIOUS Income AFTER Your Retreat is Over!
The number one way to further monetize your retreat is to run your retreat knowing that you
have a follow up program at the ready that you’re going to offer during your event.
• A retreat as a one-off deal is never a good idea. You’re putting all that time and energy
into your participants and to not offer them a way to follow up is simply negligent!
Follow-up strategies:
• A three, six or 12-month group coaching program,

• Individual coaching,
• High end group mastermind,
• Shorter weekly group teleclasses, webinars or Google Hangouts.
Examples:
Year-long group deep-dive coaching program: $500 a month x 12 people = additional $72,000
An eight week paid online in-depth class after the retreat: $997 x 12 people = $11,964
Private yearlong coaching: Only 3 of the 12 attendees signed up x $750 a month = $27,000
Notes
Thank you!
We hope you enjoyed the webinar and learned a lot that you can implement! Truly - there’s
no reason why anyone cannot create your own retreat and net over $10,000 or even
$100,000. No reason at all!
To your wanderlust life, Sheri & Meghan xoxox
The Retreat Blueprint Program
** If you’re ready to create a retreat that transforms lives & actually sells, then join us for the
Retreat Blueprint Program so you can avoid all the pitfalls that cause most coaches, authors,
and facilitators to lose money on their retreats.
We want you to focus on building your business and doing what you do best teaching, coaching
and having fun on your retreat – NOT struggling to figure out how to put all the details
together.
NOW’s the PICTURE-PERFECT time to
be learning more if you’re
planning to host a retreat in the next 6-12 months!
The Retreat Blueprint Program is now open!
If you want to join us please go to: http://www.wanderlustentrepreneur.com/retreat-

blueprint-program-eg/
If you have any questions about the program that we have not answered on the webinar
please email us at support@wanderlustentrepreneur.com

Welcome To The 5 Keys To Creating & Filling Your Destination Retreat!

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Welcome To The 5 Keys To Creating & Filling Your Destination Retreat!

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Welcome to The 5 Keys to Creating & Filling Your Destination Retreat!

• We DON’T want to be stuck in an office on a computer.

A transformational destination retreat is a custom-crafted, life-changing experience for your

3. Legal issues - liability forms, cancellation policy, proper cash flow.

Key #4: The NUMBER ONE Secret to Filling A Retreat

We’ll also discuss…

SECRET #2: Match Your Awesome Promise to Your Locale!

SECRET #3: Lay Out Your Retreat to be a Retreat!

Secret #1: Design a Fabulous Promise for Your Retreat

Typically, a workshop is an intellectually based, content-heavy experience, where the location

For your retreat:

• No more than a morning session of straight-up teaching

• The afternoon is for activities and/or free time

• Evenings for group sharing and relaxing

• Have time for integration and processing time.

That means NO:

• Boring trip titles,

Stellar Retreat Page Example: www.retreatmastermindmorocco.com

1. Make sure you’re covered by professional liability or indemnity insurance, general

3. Put a cancellation policy in place that is visible before people pay.

• Line up a series of webinars, teleseminars, Facebook live streams, Periscope,

• A three, six or 12-month group coaching program,

To your wanderlust life, Sheri & Meghan xoxox

The Retreat Blueprint Program

If you want to join us please go to: http://www.wanderlustentrepreneur.com/retreat-

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