Is a Retreat the Right Next Move for Your Business?

Take the Retreat Leverage Index™ — a business-first assessment designed for coaches, wellness leaders, and founders considering retreats as a growth strategy.

WHO THIS IS FOR

This Assessment Is For You If…

  • You already have an audience or client base

  • You’re considering retreats as more than a “fun idea”

  • You want to know when retreats make sense — not just how

  • You care about leverage, not burnout

This is not for hobbyists or early-stage creators looking for a first offer.

WHAT MAKES THIS DIFFERENT

Why the Retreat Leverage Index™ Exists

Most people approach retreats emotionally, inspiration, location, vibes.

The Retreat Leverage Index™ looks at retreats through a business lens: audience depth, offer maturity, operational capacity, and strategic timing.

  • Built for real businesses, not hypotheticals

  • Designed to segment by growth phase

  • Routes you to the right next step — not a one-size-fits-all answer

How the Assessment Works

Answer 12 strategic

questions about your

business

Get placed into one

of four business phases

See what hosting a retreat would actually mean for you

THE FOUR PHASES

Foundation Phase

Building clarity and

traction

Stabilization Phase

Strengthening consistency

Expansion Phase

Leveraging demand and authority

scale Phase

Using retreats as an anchor offer

Each phase comes with a different recommendation.

Some should not host retreats yet — and that’s a win.

Ready to See

Where You Stand?

No spam. No pressure. Just strategic clarity.