Retreat Ready Assessment

Retreat Ready Assessment

Are you and your business retreat ready? Please answer the following questions HONESTLY to help determine where you are in your business growth journey and why, when and how adding retreats may be a good fit!
Name *

First Name Last Name
Email *
Have you been active in your business for 3 or more years? *

Yes No
Have you put together a unique process or program to bring about positive change in your clients’ lives or businesses? *

Yes No
Have you narrowed down and clearly defined your ideal client profile? *

I’ve narrowed my ideal clients down to a clear set of characteristics, qualities, likes, tastes, and needs I am still working on narrowing down who my ideal clients are
How successfully are you attracting and converting new clients? *

I am still working on creating systems or processes to consistently bring in new clients I have systems and processes in place that attract new clients regularly and convert them successfully
To date, do you have at least 100 combined current and past clients? *

Yes No
Do you have all your current, past and prospective client data stored in some type of Customer Relationship Management (CRM) system? *

Yes No
Do you currently offer in-person or online workshops, webinars or classes and have teaching material already drafted? *

Yes No
How are you marketing to your current and prospective clients? *

I rely mostly on social media posts (Facebook, Instagram, etc.) and email campaigns I use a range of marketing avenues including blogs, newsletters, Facebook ads, email campaigns, podcast interviews, and speaking engagements
What plan do you have in place to encourage current clients to continue working with you? *

I don’t yet have a range of offerings in place for current clients to move into I have an existing set of products, programs, packages, or services that move clients along a pipeline of increasingly more intimate and higher ticket experiences with me
Have you scaled your business to the point of starting to outsource some duties to others (i.e. social media, marketing, bookkeeping, etc.) vs. doing everything yourself? *

Yes No
What is your personal experience in planning or hosting a retreat? *

I’ve never planned or hosted a retreat, but I feel called to offer an experience of this kind to my clients I have hosted at least one retreat of my own or planned a retreat that never quite got off the ground
How would you best describe your current work schedule? *

I prioritize and get done what I absolutely need to, but I struggle to find the time to work on the bigger strategic planning pieces of my business I’ve created a set work schedule that allows me to balance attracting new clients, servicing my current clients, and business strategy
Where are you in terms of offering higher-paying or VIP packages or services to your clients? *

I’m still working toward finding and attracting higher-end clients I have several high-end clients enrolled in targeted programs, services or packages
Where are you currently in your business? *

I’m still defining myself as a professional, developing my brand, and figuring out all the logistics of running a viable business while serving my clients with excellence I have reached a “next chapter” juncture in my business where I’m ready to be seen as a leader in my field and upscale my business to reach more clients and create greater impact
Where are you in terms of having your business run like a “well-oiled machine”? *

I’m gradually starting to put processes, procedures, and systems in place to serve my clients and run my business in the most efficient and effective way possible. I already have processes, procedures, and systems in place to serve my clients and run my business and am now looking for a new growth opportunity.
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