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Retreats/Event Planning
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01
Vision Phase
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Vision session – How do you want your clients to feel when they leave the retreat/event? What do you want the experience to be like?
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Pinterest board created
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Discuss non-negotiables, preferences, potential locations, expected attendees, rough dates & format
03
Sales Phase
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Promotional plan
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Support with writing sales campaign emails
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Support with copy for sales page
05
Feedback Phase
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Post-retreat feedback forms and follow up email with offer for next retreat created and scheduled
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Team debrief
02
Decision Phase
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Decision on venues (minimum 3 options provided at varying price points)
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Other suppliers / props/décor/activities
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Confirm dates and price
04
Coordination Phase
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Contracts and onboarding (incl onboarding forms) for retreat attendees
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Trello board with itinerary prepared
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Manage all coordination with venue and other suppliers, timings, invoices etc
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Any pre-orders required for the retreat
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Plan sent to venue (timings, guests, dietaries etc)
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Timings plan for coordinating on the retreat (touch points with venue staff, catering etc)
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Whatsapp group created and reminders scripted and prepped for during the retreat
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Client experience planned out – gifts, touch points during the retreat etc
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Managing all coordination on the retreat days