Make 2025 the Best Year Yet
Strategic Planning Workshop for Travel Entrepreneurs
November 4, 5, and 6
Join us for two and a half powerful days of strategic planning designed specifically for travel advisors like you. Each day, we’ll begin with a grounding mindfulness session to help you focus, followed by two live, interactive workshop sessions. You’ll also have the chance to connect with your peers during bonus collaboration sessions, and VIPs can dive even deeper with exclusive mindset coaching in the evening.
Why Attend?
We all entered this industry because we love travel and wanted the freedom to build a business around our passion. But over time, it’s easy to get lost in the overwhelm—client demands, constant hustle, and the pressure to do everything at once.
I’ve seen it at every industry event—travel advisors on the brink of burnout, attending FAMs that leave them exhausted after jam-packed days. What started as a dream of freedom now feels like just another job.
The Strategic Planning Workshop is here to change that. It’s time to take back control of your business and build one that works for you, not the other way around. This workshop is designed to give you the tools, focus, and clarity to create an actionable plan that helps you grow your business without burning out.
Whether you’re new to us or have attended before, this year’s deeper content and enhanced format will help you create a business strategy aligned with your vision, so you can rediscover the joy of doing what you love.
What’s Different This Year?
If you’ve attended before, this year’s workshop goes beyond planning. We’re diving deeper into strategy and action with several new elements:
- Vision and Focus Pre-Work: To get the most out of the sessions, we’ll provide pre-work exercises focused on vision and purpose, so we can go deeper into strategy during the live sessions.
- Longer Sessions & Deeper Content: By completing the Vision and Wheel of Travel Business exercises before the sessions, and extending the sessions to 90 minutes we’ll be able to dive deeper into strategic areas like Brand, Lead Generation, Sales/Operations, Experience, and Harmony.
- Bonus Sessions: Get even more out of the experience with two water cooler sessions that let you collaborate in small group breakouts after the main sessions.
- VIP Mindset Sessions: For those who want to go further in their personal and professional growth, the VIP package includes exclusive mindset coaching to break through limiting beliefs.
For new attendees, this workshop will give you the foundation you need to create a solid business plan, streamline your processes, and gain the clarity needed to make 2025 your best year yet.
What Will We Cover?
NOVEMBER 4
Session A
10am - 11:30am EST
Elevating Your Brand Story
Your brand is more than just a logo—it’s the story that connects you with your ideal clients. In this session, you’ll define or refine your brand story so it aligns with your vision. Learn how to communicate your values and attract clients who are a perfect fit for your business. If you're an agency owner, we’ll also cover how to define your core values to attract the right Independent Contractors.
NOVEMBER 4
Session B
12pm - 1:30pm EST
Marketing Strategy
Are you trying all the things but not seeing results? We’ll help you simplify your approach by focusing on one marketing strategy that works for your business. You’ll create a focused plan that helps you maximize your efforts without spreading yourself too thin.
NOVEMBER 5
Session C
10am - 11:30am EST
Sales and Operations
A solid process is the key to closing sales, but it’s easy to get lost in the details. In this session, we’ll combine sales and operations, showing you how to streamline your systems. You’ll leave with clear steps to improve both areas, making the sales process easier and reducing operational chaos.
NOVEMBER 5
Session D
12pm - 1:30pm EST
Client Experience
Is your client experience aligned with the business you want to build? This session will help you elevate your client experience so that it reflects your vision and sets your business apart. We’ll explore how small improvements can lead to more satisfied, loyal clients.
NOVEMBER 6
Session E
10am - 11:30am EST
Harmony
Running a business shouldn’t feel like it’s running you. In this session, we’ll take everything you’ve learned and turn it into an actionable plan that brings balance to your business. You’ll learn how to transition from being just a travel advisor to becoming the CEO of your business, with more control over your time, growth, and success.
Strategic Planning Workshop
- 5 live sessions of highly practical and inspiring 1.5-hour workshops to help you create a strategic plan that will help you set MEANINGFUL goals and be EXCITED to attain them.
- 3 Meditation & Intention Setting Sessions (BONUS)
- 2 Water Cooler Sessions (BONUS)
- Action-orientated PDF worksheets (or what we like to call guacamole)
- Private FB group
2 2-hour Growth Mindset Coaching SessionsEvent Recordings(5 sessions )1 Hour LIVE group coaching(2 weeks after Workshop)Quarterly Planner(PDF)30-Day Challenge: Scaling Your Business(Self-paced)
$147 (FAST-ACTION OFFER till 10/17)
$197
VIP Growth Package
- 5 live sessions of highly practical and inspiring 1.5-hour workshops to help you create a strategic plan that will help you set MEANINGFUL goals and be EXCITED to attain them.
- 3 Meditation & Intention Setting Sessions (BONUS)
- 2 Water Cooler Sessions (BONUS)
- Action-orientated PDF worksheets (or what we like to call guacamole)
- Private FB group
- 2 2-hour Growth Mindset Coaching Sessions
- Event Recordings (5 sessions )
- 1 Hour LIVE group coaching (2 weeks after Workshop)
- Quarterly Planner (PDF)
- 30-Day Challenge: Scaling Your Business (February 2025)
$247 (FAST-ACTION OFFER till 10/17)
$297
Bonus Sessions for Even More Value
Water Cooler Sessions: After Day 1 and Day 2, you’ll have the opportunity to collaborate with other travel advisors in small group sessions. These bonus sessions are designed to help you brainstorm, share insights, and build a network of support with like-minded peers.
Meditation & Intention Setting: Before each session begins, we’ll take a few moments to center ourselves. These mindfulness exercises will help you focus, clear your mind, and be fully present for the content ahead, ensuring you get the most out of every session.
VIP Growth Package: Take It to the Next Level
For those ready to go deeper, the VIP Growth Package is designed to help you unlock your full potential. This package focuses on the mindset work needed to not only plan your business but transform it. Here’s what’s included:
- Exclusive Mindset Coaching Sessions: Two extra hours of content and coaching to help you break through limiting beliefs and build confidence as a business leader.
- Recordings of All Sessions: Access to recordings of all workshop sessions so you can revisit the content at your own pace.
- Two-Week Follow-Up Session: A live group coaching call to help you stay on track after the workshop and keep your momentum going.
- Plus, our Quarterly Planner PDF and our self-paced Scaling Your Business 30-Day Challenge
This package is perfect for those who want more than just a plan—they want a growth mindset that supports their long-term success.
Make 2025 Your Best Year Yet - Package Comparisons
The Schedule
Each day will feature strategic sessions from 10:00 AM to 1:30 PM EST, starting with bonus grounding meditation and intention setting at 9:30 AM EST. Bonus collaboration opportunities will take place at 3:30 PM EST, and for those who upgrade, VIP Mindset Sessions run from 5:00 to 7:00 PM EST.
This Workshop is for You If…
- You’re feeling overwhelmed, burned out, or unsure of what’s next.
- You want more financial success without working harder.
- You’re ready to break through the plateau and take your business to the next level.
- You need a clear action plan that aligns with your personal and business goals.
#toughlove
We know you’re busy. The holidays are around the corner, and Wave season is looming. But that’s exactly why you need this workshop—to get clear on your strategy and make decisions that align with your vision rather than reacting to the endless demands of your business.
By the end of this workshop, you’ll have a roadmap for 2025 that helps you stay focused, regain balance, and rediscover the joy that led you into this industry in the first place.
Register now Fast Action Bonus of $50 off
offer ends 10/17
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