When you are a coach, consultant, or entrepreneur who hosts retreats, workshops, conferences, or other live events, it is easy to feel overwhelmed and frustrated by the details and actual planning of the event.
If you’ve planned repeat events (such as an annual conference or multiple mastermind retreats), do you feel like you are reinventing the wheel each time? Do you want to delegate the logistics to your team but don’t know where to start? Get a customized, comprehensive event blueprint so that the logistics and planning can be taken care of by you or your team with ease.

Your Customized Event Blueprint includes:
- Two-hour initial call (via Zoom) to get into the details of your event
- Two-hour training call (with you and/or team members) once your Customized Event Blueprint has been created
- Voxer and email support for 30 days after your Customized Event Blueprint has been delivered
- Customized Event Planning Checklist
- Customized Comprehensive Task Plan (in Asana, Trello, and Google Sheets)
- Customized Attendee Tracking Sheet (includes tracking roommates, dietary restrictions, travel, etc)
- Customized Budget and Pricing Spreadsheet
- Attendee Intake Questionnaire
- Attendee Post-Event Survey
- Photo and Confidentiality Waiver
- Terms & Conditions
- Speaker Agreements
- Customized RFP for venues
- Customized Template Emails (including for sponsors, attendees, venues, etc)
- Sponsor Checklist
- Customized Sponsor Tracking Plan (in Asana, Trello, and Google Sheets)
- Sponsor Package
- Option to add on additional monthly Voxer and email support at a discounted rate
This is for you if…
- You currently host retreats, workshops, conferences or other live events.
- You want to delegate the planning to someone on your team.
- You already have the marketing and content for your event, but you are overwhelmed with the planning want help putting event systems into place.
- You have repeat events and you are tired of reinventing the wheel each time.
- You want customized support for your event.
This is NOT for you if…
- This is your first event (check out the Event Leader Toolkit).
- You don’t tend to follow systems once they are created.
- You want someone else to plan your event for you (check out my 1:1 event planning services).
- You don’t want to streamline the event planning process and prefer to just wing it each time.
- You aren’t committed to dedicating a few hours to getting your event systems in place.
Investment: $1,500 $1,111 (limited number at discounted rate)