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 client down to a clear set of characteristics, qualities, likes and tastes I am still working on figuring out who my ideal clients are
How do you attract new clients? *

I rely on word of mouth referrals and new connections I meet at networking events I have an active funnel set up that brings in new clients regularly
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 sort of Customer Relationship Management (CRM) system? *

Yes No
Do you currently offer in-person workshops or online webinars 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.), email campaigns (Mailchimp, etc.), or fliers at in-person networking events I use a range of marketing avenues including blogs, newsletters, Facebook ads, email campaigns, podcast interviews, conference vendor tables, or speaking engagements
What plan do you have in place to encourage current clients to continue working with you? *

I don’t yet have a working progression plan in place for current clients 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 administrative and other duties to others (virtual assistant, account, 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 successful 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 piece of my business I’ve created a set work schedule that allows me to balance strategically growing my business, attracting new clients, and servicing my current clients
Where are you in terms of offering high-end or VIP package 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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