Strategic Planning Workshop
October 21-24, 2025
Two Paths. One Destination: A Travel Business That Works for You
Running a travel business can feel like being pulled in a thousand directions . . . always busy, rarely moving forward with clarity.
The truth? Without a plan, it’s easy to slip into reactive mode: answering emails, chasing inquiries, and saying yes to everything without knowing if it’s actually getting you closer to the business and life you want.
The Strategic Planning Workshop is your chance to stop spinning and finally set a clear direction for your business. Over 4 days, you’ll step back, reset, and leave with:
- A plan for 2026 that aligns with your vision and values
- Confidence in your brand story and message
- Marketing strategies that attract the right clients consistently
- Systems that support growth without sacrificing balance
- Goals you can actually reach—without burnout
This isn’t theory. This is a reset with strategy + action, designed for travel advisors who are ready to work smarter, not harder.
Two Pathways. One Transformation.
We know not every advisor comes in at the same place. That’s why this year we’ve created two distinct paths—so you get the exact level of support you need.
Path One: Pathfinders
Perfect for advisors who are new to strategic planning—or new to working with us.
Pathfinders focus on clarity and connection. You’ll finally get the building blocks in place: defining your “why,” clarifying your brand story, and building simple systems that make everything easier.
What’s included:
- Daily “Watch Party” sessions with a facilitator
- Guided workbook exercises to implement as you learn
- Two LIVE Q&A + coaching sessions per day with Christina & Penny
- MyGLOBES App - Digital app to guide you through the MyGLOBES process where you evaluate your business focus for the upcoming year
- Peer support to help you stay motivated and accountable
This path is for you if you’re still clarifying your ideal client, refining your brand voice, or want to finally put consistent marketing and client care systems in place.
Standard Price:
$297
Early Action Offer:
Receive $100 Credit to the MMS Shop
Early Action offer ends on Sunday, October 5th.
Path Two: Trailblazers
For experienced advisors who already have the foundation—and are ready to go deeper.
Trailblazers focus on elevation and expansion. You’ll take the systems, marketing, and strategies you already have and refine them into something lasting.
To qualify*, you must:
- Be a current Path To The MAGIC Academy member, have completed a past Strategic Planning Workshop, finished the Self-Paced program, or completed an assessment showing you already have the foundations in place to move forward at an elevated pace.
- Foundations = clear ideal client, defined brand voice, chosen marketing channel, client care automation, and tracking metrics in place.
What’s included:
- Two 90-minute LIVE strategy + implementation sessions per day
- Advanced coaching on operations, finances, marketing campaigns, and scaling
- Peer collaboration with advisors who are playing at your level
- Deep dives into metrics, systems, and client experience design
- MyGLOBES App - Digital app to guide you through the MyGLOBES process where you evaluate your business focus for the upcoming year
*This is not about years in business or sales volume, it is about familiarity with the concepts we are building on. If you would like to join this pathway you can complete the Self-Paced Strategic Planning Course before the LIVE workshop or fill out this assessment for consideration.
Standard Price:
$397
Early Action Offer:
Receive $100 Credit to the MMS Shop
Early Action offer ends on Sunday, October 5th.
Why Attend?
Think about the last time you came up for air in your business. Did you…
- Feel like your to-do list was running you instead of the other way around?
- Struggle to attract the right clients, even though you’re working harder than ever?
- Promise yourself you’d finally get systems in place—but never make the time?
- Wonder if you’re building a business… or if it’s building you into the ground?
This workshop gives you the pause you’ve been craving—the chance to stop chasing and start creating.
The Sessions
Each day builds on the one before, with Pathfinders getting guided foundational learning and Trailblazers diving deeper into strategy and implementation.
Day One: Vision &
Mindset
October 21st
- Pathfinders: Dream It, Build It → Define your “why” and vision for 2026. Build the foundation that ties passion to practical planning.
- Pathfinders: Priority Power → Time management strategies to free your schedule for growth.
- Trailblazers: Expanding Your Vision → Step into CEO mindset, looking beyond daily tasks to craft the business identity you’re meant to lead.
- Trailblazers: Do Less, Achieve More → Systems for prioritization and delegation that put you in the driver’s seat.
Day Two: Brand & Marketing
October 22nd
- Pathfinders: Storytelling That Sells → Discover your brand voice, client story, and messaging that makes selling natural.
- Pathfinders: From Scatter to Strategy → Simplify your marketing into one clear, consistent channel.
- Trailblazers: From Relevant to Remarkable → Annual brand assessment to ensure your message grows as your business does.
- Trailblazers: Campaigns with Clarity → Build your 2026 marketing plan with intentional campaigns, not scattershot posts.
Day Three: Sales, Operations & Client Experience
October 23rd
- Pathfinders: Sales with Soul → Shift from pushy to purposeful sales, mapping your client journey with confidence.
- Pathfinders: Delight Every Time → Elevate client care with small touches that create loyalty and referrals.
- Trailblazers: Operational Excellence → Design SOPs and tech upgrades that let your business run without you in every detail.
- Trailblazers: Beyond the Itinerary → Create signature experiences that differentiate your brand and sell themselves.
Day Four: Numbers & Goals
October 24th
- Pathfinders: From Guessing to Growth → Learn the key KPIs every advisor should know and how to use them.
- Pathfinders: Harmony in Motion → Set balanced goals for 2026 that prioritize both business and life.
- Trailblazers: Data-Driven Decisions → Analyze your numbers like a CEO, project revenue, and align services to your lifestyle.
- Trailblazers: From Vision to Execution → Turn your CEO vision into scalable, actionable goals.
What Past Attendees Said
“Before the workshop, I felt scattered. I had ideas, but no direction. By the end, I had three clear goals and a vision that actually excites me. For the first time, I believe in my plan.”
“I’d been putting off hiring a VA for over a year. After the CEO mindset session, it finally clicked: I can’t grow if I’m holding everything. Within two weeks, I hired support—and it’s already changed my business.”
“This wasn’t just inspiration—it was practical. I left with systems, confidence, and a marketing strategy I can actually keep up with. It’s the best investment I’ve made in myself and my business.”
What to Expect
Morning Intention Session with Christina (Optional)
Daily Welcome & Insights from Yesterday (Both Paths)
Pathfinders Watch Party (Facilitator)
Pathfinders Live Q&A
Pathfinders Break
Pathfinders Watch Party (Facilitator)
Pathfinders Live Q&A
Afternoon After Party with Penny: Homework support + Q&A (Both Paths)
Evening Networking & Collaboration opportunities
Standard Price:
$297
Early Action Offer:
Receive $100 Credit to the MMS Shop
Early Action offer ends on Sunday, October 5th.
What to Expect
Morning Intention Session with Christina (Optional)
Daily Welcome & Insights from Yesterday (Both Paths)
Trailblazers Live Session #1
Trailblazers Break
Trailblazers Live Session #2
Afternoon After Party with Penny: Homework support + Q&A (Both Paths)
Evening Networking & Collaboration opportunities
Standard Price:
$397
Early Action Offer:
Receive $100 Credit to the MMS Shop
Early Action offer ends on Sunday, October 5th.
Which Path is Yours?
- Pathfinders — Build your foundation, find your clarity, and set your 2026 plan.
- Trailblazers — Qualify for advanced implementation, data-driven strategies, and high-level coaching.
Not sure where you belong? Fill out the assessment and we’ll help you decide.
Pathfinders
ADD the Accelerator Pack (AP) $97
- Align for Success Masterclass (course) – Anchor your goals in mindset & alignment
Includes a guided masterclass plus workbook designed to help you reframe challenges, set intentional goals, and ground your planning in a success-oriented mindset.
Cost: $97 (from the Academy vault)
- Make Time (course) – Concrete productivity + boundary strategies
A practical course with strategies to protect your time, create focus, and establish healthy boundaries so you can make real progress on your business goals without the overwhelm.
Cost: $97 (from the Academy vault)
- Custom GPT – Brand Vision – Discover your Why and Define your Annual Vision Statement
This AI-powered tool walks you through the same proven framework we use in our Strategic Planning Workshops to:
- Uncover your deeper business purpose (your Why)
- Craft a personalized, compelling Vision Statement
- Feel aligned, clear, and confident about your direction for the year ahead
- Use this clarity to guide decisions, attract ideal clients, and grow sustainably
✨ Built entirely on the Magic Made Simple methodology—with the same tone, structure, and process we’ve taught to hundreds of travel advisors—this Custom GPT ensures your outputs feel personal, professional, and powerfully aligned with your brand. Cost: $57
Total COST if purchased separately: $251
(Your Accelerator Pack price saves you over 60% compared to shop costs)
Trailblazers
ADD the Accelerator Pack (AP) $97
- 30-Minute Private Coaching (Q1) – Apply your SPW plan with accountability
A focused one-on-one coaching session designed to keep you on track, refine your next steps, and ensure your Strategic Planning Workshop vision translates into action.
Cost: $197
- Custom GPT – CEO Focus Finder – Step fully into your CEO role
This AI-powered tool helps you identify where you are in your CEO journey and offers guidance to make confident, strategic decisions about what’s next.
Cost: $27
- CEO Quarterly Review – Digital checklist with guided exercises
Includes reflection prompts, planning templates, and structured exercises to keep you aligned with your annual vision, review your progress, and make quarterly adjustments like a true CEO.
Cost: $57
- Custom GPT – Content Pillar Creation coupon (redeemable for 60% off the shop price) – Build your marketing foundation
Using your brand story, voice, and ideal client insights, this Custom GPT will help you craft the foundational emotional themes for your marketing. From social posts to emails, videos, and blogs, you’ll have a content roadmap that’s authentic and aligned with your business.
Total COST if purchased separately: $339
(Your Accelerator Pack price saves you over 70% compared to shop costs)
What Could Your Business Look Like This Time Next Year?
If you join us, by this time next year you could…
- Be attracting clients who value your expertise (and happily pay for it).
- Have a streamlined business with systems that give you your evenings back.
- Know your numbers—and feel confident in your financial decisions.
- Feel like the CEO of your business, not its employee.
If you don’t join us, what will change?
Probably very little. You’ll still be chasing ideas, trying to do everything at once, and wondering why it feels so hard.
The choice is yours: keep reacting, or start building with intention.
Still on the Fence?
If you’re hesitating, wondering if this is really for you, you’re not alone. Many of our past participants felt the same way—until they made the leap. Here’s what happened when they did:
From “Too Many Ideas” to a Clear Plan
“I used to leave every conference with a notebook full of ideas—and zero clarity on what to actually do next. I felt like I was trying to chase everyone’s advice at once, which left me spinning my wheels. The Strategic Planning Workshop was different. Instead of adding more to my plate, it helped me take things off. I walked away with just three focus areas for the year ahead. That clarity alone felt like a weight lifted. For the first time, I wasn’t guessing—I had a plan.”
From Overwhelm to CEO Mindset
“I didn’t realize how much I was operating like a travel agent instead of a business owner. I was busy every day—emails, client calls, endless marketing—but I wasn’t moving forward.
SPW shifted that. The exercises forced me to step back and actually look at my numbers, my client experience, my systems. I saw where I could delegate, where I could streamline, and where I was just creating work for myself. I walked out thinking like a CEO, not just a service provider—and that changed everything.”
From Burnout to Balance
“Before SPW, I thought working nonstop was just part of the job. I was exhausted, close to burning out, but I didn’t know how to fix it.
What I got here wasn’t just strategy—it was permission to build a business that worked for me, not against me. I learned how to prioritize, how to set boundaries, and how to create a client experience that didn’t require me to be ‘on’ 24/7. I left the workshop not just with a plan for my business, but with hope for my life.”
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