We’ll schedule a call to discuss your vision, goals, group size, ideal location(s), investment range, and the overall experience you want your retreat to embody. This is where we ensure we’re aligned and if we’re a good fit, we move to the next step.
1) Introduction Call
2) Research & Strategy Session
Once we’ve identified a mutual fit, we move into a strategic planning phase. This includes destination research, accommodation options, unique experiences, and alignment with your company’s values. As this phase requires thoughtful strategy and expertise, it is offered as a paid service which is fully applied toward your overall investment.
3) Custom Proposal Presentation
We'll schedule a meeting to guide you through a custom proposal tailored to your company’s goals, investment, and retreat timeline. This presentation will include three curated destination options, each with suggested accommodations, experiences, up to 3 revisions, a sample itinerary, and full logistical and on-site coordination plans.
Once the proposal is approved, we move into the contract stage. This formalizes our working relationship and locks in your planning calendar. We work on a retainer basis, which allows us to fully support your team from ideation to execution with white-glove service.
4) Contract Stage
5) Planning & Coordination
We get to work securing premium accommodations, experiences, private transfers, and special touches that align with your retreat goals. You’ll receive periodic updates, and we’ll handle all the logistics behind the scenes.
6) Sit Back & Relax
Time to relax, we’ve got you covered. Our team will be on-site/available throughout your retreat to ensure everything flows smoothly, and that your team has an unforgettable experience.
Our Process