Key Aspects Overlooked When Planning a Retreat

Dear friend, are you planning a retreat? If so, let me start by saying…How wonderful! I love planning and leading retreats, so I understand first-hand how exciting this can be.

On the other hand, there are importants aspects that are very often overlooked amongst retreat leaders, and today I would like you to talk about it.

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Overlooked Aspects in Retreat Planning.

If your goal is to plan a successful retreat, these aspects need to be taken into consideration. My goal with this post is for you to gain clarity for the time you start planning your retreat. Some of the points below might leave you a bit surprised, as you might not hear about them before. But no worries, knowledge is power, and we are here to learn and improve. So let’s dive in.

Planning a Retreat Requires that You Operate Under The Seller of Travel Laws.

One of the things you want to make sure when you’re planning a retreat, is that you operate under the Seller of Travel Laws. I suspect you might not be aware of this. Most retreat leaders overlook this aspect, but it actually is really important.

Up to 2020 I was organizing and running my own retreats internationally, and never operated under the Seller of Travel Laws. The reason? I didn’t even know they existed. Thankfully I never had any problem, and of course, now that I know better, I do operate under seller of travel laws.

Basically, in order to sell a trip that includes accommodation and food, requires you to have specific licenses and insurances that you might not have as an occasional retreat leader. If you are collecting payments from people, you become a liable entity, and you need to be protected in case something happens.

So please, be sure to check that box when planning your next retreat. You might want to seek advice from your business agent on how the seller of travel laws looks like in your area.

Do You Have a Proper Marketing Plan?

Retreats used to be sold much more easily a few years back, when there were fewer retreat leaders planning retreats, fewer retreat venues hosting retreats, and fewer retreat marketing websites. Algorithms in social media used to be different as well, and it was in a way easier to reach those people who were following you. Not anymore.

This is why, these days you REALLY need to have a proper marketing strategy in place that includes -at least- an email list and an effective landing page that helps converting.

Social media can be a good way to complement your marketing too, however, many retreat leaders make the mistake of relying too much on social media platforms, or using social media solely for retreat promotion. If you plan to use social media for retreat promotion, it is important to spend some time building trust and connection with your community before marketing your retreat.

Unless people know, like, and trust you and your teaching or coaching approach, they’re unlikely to invest in your retreat. So, start nurturing your audience today, even if your retreat is months away. Remember, building trust takes time. Focus on creating content that resonates with your community and demonstrates your expertise, authority, and authenticity. This will lay the foundation for successful retreat sales in the future.

Furthermore, prior to delving into retreat organization, ask yourself: Who will benefit most from this retreat? Specificity is vital for your marketing. Determine your ideal clientele and niche to tailor your retreat accordingly. By clearly defining your ideal client and illustrating how your retreat will positively impact them, your message gains clarity and power. Without this specificity, connecting with potential participants becomes more challenging.

Did You Remember to Include Time for Nothingness?

This is another aspect often overlooked. I have seen retreat with schedules so full of activities that felt exhausting, not only for the retreat leader but for the participants as well. I know it often comes from a good intention, we want to give value and we think a way to do that is to have the retreat full of activities. However, time for relaxation and nothingness is required.

For instance, think for a moment all that integration time that it takes to “absorb” the content that you will be sharing during your retreat. Time for nothingness might include some spa treatments (that you might incorporate into the retreat package), time for after-lunch naps, and some free afternoons.

Remember, people want to enjoy the location and venue, and this might have been one of the reasons they decided to purchase your retreat, so allow time for that. Please don’t leave your participants – or yourself – wanting to have a retreat after your retreat 😉

Remember, there are so many retreats out there, and one way to plan something different is by considering aspects other retreat leaders overlook. That will add value to your retreat experience, which will allow you to sell at a higher rate.

I hope this is helpful,

Thank you for reading.


P.S: Need support growing your biz? Let me help you! 😊

Check out my mentorship program and book a free consultation today.

And if you’re planning to organize your own retreat and feel confused and overwhelmed with logistics, pricing, marketing, etc., let’s chat about your project. 😉

¡Hola! I’m Manu.

I’m on a mission to help yoga and wellness professionals like YOU elevate their marketing & biz game, so they can navigate the industry fearlessly and achieve sustained growth. Having said that, I don’t like to use manipulative or coercive techniques.

You can learn about my story here.

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