._By_the_1st_day_of_month_two_I_was_already_halfway_to_my_monthly_r_(5).png)
Here’s what we’ll do:
Our goal is simple 👉 Design your custom, data-informed strategy to 2x your revenue in 12 months (or whatever number gives you your “Rich Life”), generate more leads with greater ease, and work less, while enjoying life and resting more in 2025.
This is not a group retreat. It’s 2 days of deep, focused work—just you and me—designing a Rich & Rested growth strategy tailored specifically to your service-based business so you can scale sustainably, without burnout.
This private business retreat in Puerto Vallarta is designed to simplify and accelerate your business’ growth.
✔️ We’ll audit your business sales, marketing, lead generation & operations strategies before you arrive in Paradise, to ensure all goals & strategies are rooted in data & play to your known strengths. No cookie-cutter plans here.
✔️ Then, together, over two exciting & luxurious retreat days in your ocean view condo - we’ll set meaningful, ambitious 12-month revenue/sales, time/rest & systems/team goals, and craft the quarter-by-quarter plan to realize them.
✔️ Every morning, we’ll strategize. Every afternoon, we’ll relax at the spa & chill beachside in luxury accommodations. The retreat itinerary will be customized to reflect your definition of “Rich & Rested.”
✔️ You’ll walkaway knowing exactly how to have your most Rich & Rested year in business ever, all documented in Retreat Playbook & Quarterly Plan that prioritizes your rest, and positions you in your Genius Zone, so that your next $300k - $1M+ in revenue comes with more ease, confidence, and well-being than your first $100k did.
✨ Kickoff with a VIP Strategy Call. We start with an in-depth strategy session where you’ll onboard me to your business - your current goals / desires (we’ll further workshop these together on the retreat), biggest challenges, what’s already working and what you want to be different 12 months from now. Together, we’ll define the exact, crucial outcomes of your VIP retreat (no one-size fits all agenda), then I’ll get to customizing your pre-work, Playbook, workshops and play and rest time during the retreat to make it happen.
✨ Comprehensive Business Audit & Offer Optimization. Before our VIP Retreat, we’ll audit your current offers, pricing strategy, sales process, lead generation strategies, and operations to identify what’s working, what needs an upgrade, and what should be eliminated. Depending on your VIP Retreat desired focus - I’ll craft any additional pre-work necessary to make sure we have everything we need to strategize your most Rich & Rested year of business ever, once you arrive to Puerto Vallarta.
✨ Clarify Your 12-Month Vision. In your retreat, we’ll map out your exciting, big-picture business vision, including revenue targets, time freedom and rest goals, and the systems and support you need to scale without burnout. This includes defining what a “Rich & Rested” year looks like for you and ensuring your business is designed to support that income and lifestyle.
✨ Maximize Your Genius Zone. We’ll clarify your Genius Zone, then, analyze how you’re spending your time inside your Genius and outside of it—so you know what to focus on/dial up, and what to delegate, automate, or eliminate. This clarity allows you to focus on high-impact work while building a team that supports your success.
✨ Map Out Your Big Revenue Plan & Lead Generation Strategy. We’ll break down exactly how you’ll hit your revenue goal - covering pricing, offer suite strategy, and lead generation strategies that position you in your genius, and are in-demand with your unique ideal clients.
✨ Quarter-by-Quarter Execution Plan. To make sure your big goals don’t just die in your Playbook - we’re mapping out quarter-by-quarter plan to achieve them. This ensures you know exactly what to focus on each quarter to scale sustainably (and don’t burnout by trying to take it all on at once).