10 Min Video: 5 Mistakes To Avoid When Planning Your First Retreat

Rebecca Tracey of The Uncaged Life is one of my dearest friends and colleagues. She’s offering up a new program called Your First Retreat which is designed to help people in the personal growth, coaching, and healing fields nail their first retreat so that it’s fulfilling and profitable.

I asked her if she’d be willing to record a video and do an interview to give people some ideas they could use right away. And she agreed to doing both. I hope they help you out in figuring out how to make your first retreat (or maybe your next one if your first one or two didn’t go so well) a success.

What’s the story of this program/product? What did you notice was missing that had you create it?

After running successful retreats for 4 years in my business, I had people asking me all the time how to do it – and I remember being at that stage, having no idea where to start, being nervous about whether or not I could pull it off, and wasting a lot of time and money learning. I wanted to create an all in one resource for people who want to run retreats and want to save themselves the overwhelm, the lost $$, and the uncertainty, and help them plan transformational retreats without a hitch.

Who, specifically, is this program designed for? 

Anyone who wants to run boutique style retreats with 8-20 people – life coaches, creatives, health coaches and wellness professionals, energy workers etc

They already have a business (even if it’s new-ish!) and want to incorporate retreats into their business model as a new way to connect with clients. They need to already know their niche and have a few paying clients in order to get the most from this course.

Your First Retreat is specifically for people who want to create an amazing experience for their clients while turning a profit, not who are out to make 6 figures form retreats (because that’s not how it works!)

Why is this program relevant to those people? 

Your First Retreat will help alleviate the fear and overwhelm that comes with starting to think about retreat planning, and will help them make sure they create amazing experiences that also turn a profit.

There is SO much to know, and you don’t know what you don’t know when you’re starting the planning process. The course takes the guesswork out of retreats and helps makes sure you don’t make some of the common mistakes that can lead to lost $ and crappy client experiences.

What are the top three blunders you see people making in running retreats?

1- Not planning far enough in advance – this will leave you scrambling to find a venue that still has space, rushing to market and fill your retreat, and making the whole process way more stressful than it needs to be. Give yourself 6 months for a local retreat and 12 months for an international retreat to start the planning process

2 – paying too much out of pocket (and then losing money) – You do NOT need to take on the risk of losing money you’ve put down for your retreat. Don’t pay anything yourself – pre-sell your retreat and use that money to lay down any deposits, and be clear about the refund and cancellation policies of your venue before paying anything

3- Packing the itinerary either too tight, or leaving it too loose – how much group + workshop time you include depends on what kind of retreat you are running and what you have promised your participants. For example, a business-focused retreat will have more time together working and coaching, and a more experiential adventure style retreat won’t have as much. Too much packed in will leave people overwhelmed and not able to integrate what they are learning, and too little and people are left wondering why they paid such a premium for this retreat when they could have just gone on any other vacation. Nailing the retreat itinerary is important!

What are your three big ideas around making your first retreat a big success?

1 – Give yourself LOTS of time to market – it’s the hardest part!

2- Don’t plan a retreat too early in your business. You need to have people to market it to in order to fill it! if you can’t think of 5 people who would say YES to it right now, take some time to build your network and/or your email list, and wait before you start planning anything.

3 – Have a clear focus for the retreat – people need to know what this retreat is all about and whether it’s a fit for them, and if you’re not clear on that, they won’t be either. Knowing who the retreat is for, what the purpose is, and having a string mission statement will help make sure you get the right people there with you – and having the right group is what will take your retreat from good to incredible for your participants (and for you!)

Can you share a couple stories of retreats that have gone well and what can be learned from them?

1. My first retreat in Belize was amazing! We had been telling people for a while that we were going to start planning a retreat, so both my and my co-leader’s audience were primed and ready when we launched. This made it easy to sell and we sold out fairly quickly! This taught me that having an audience to sell to is hugely important to make sure you sell out and don’t lose money! This could mean an email list, a super engaged FB group, a local network, or just a lot of colleagues friends, and peers that you can sell to who you KNOW would be interested.

2. My friend Kira ran a retreat in Italy that I attended and it went off without a hitch. It was a life-coaching retreat focused on single women/relationship coaching, but it also had a strong focus on just having FUN on a cool vacation with like minded people (it was called the “Let’s F*cking go to Italy Retreat”). We’d have casual but smart conversations about love and dating after breakfast in the morning (while sipping teas in a beautiful villa in the mountains), and then head out adventuring for the rest of the day. The balance of free time to group time was important here. No one was there to have a heavy coaching session everyday and that was never the purpose of the retreat – but keeping the vibe on point with how it was marketed, everyone knew what to expect and got exactly what they came for. It was great!

Why is this program credible? Why should they trust it or you to help them?

I’ve run my own retreats for 4 years now with huge success, and for this course, I also interviewed 25 other successful retreat leaders to gather their best tips, marketing strategies, and advice, as well as the real scoop on how much profit they have made from their retreats, and blended it all into one easy to use manual that will teach you everything you need to know.

I also include an interview with several other experts to help beef up the course where my expertise was lacking — a lawyer who helps clients with retreat contracts (and as a bonus included one in the course for people to use!); a hotel manager and event coordinator who tells you everything you need to know about booking venues; and a Facebook ads expert who shares some amazing knowledge about how to best use Facebook for selling your retreats.

Who, specifically, is this program not a fit for? 

It’s not suitable for someone who doesn’t have a business or a business idea yet. Retreats rely on you having already built an audience (but I do give tips for getting there is someone is just starting out. But it will not help you figure out what business idea you should start.

It’s also not for someone who wants to run a retreat/travel agency business (ie. multiple retreats a year as their only course of income), or someone who wants to run large, conference-style events.

*

If you’d like to learn more about Rebecca’s program you can click here (affiliate link) or here (not).

 

About Tad