Work through steps 1 to 4 for each referred retreat: brief before the call, notes and numbers on the call, plan after it. The Blueprint is the methodology behind it.
A commercially grounded assessment that identifies the most effective opportunities to attract guests, convert bookings and build long-term retreat demand. One repeatable methodology, a bespoke growth strategy for every retreat.
Start with the retreat economics. Understand the audience. Identify the opportunities. Invest where there is the strongest potential to convert.
Ticket price, guest capacity, Soul Bliss wholesale cost, facilitator expenses, fixed costs, payment terms, target margin and minimum viable occupancy.
Outputs: maximum marketing allowance, target cost per booking, break-even occupancy, occupancy scenarios.
Ideal guest profiles, geography, retreat theme, price positioning, comparable experiences, seasonality, existing communities and barriers to booking.
Outputs: primary and secondary guest segments, positioning, demand signals, messaging.
Website, mobile booking experience, search visibility, retreat page, social, testimonials, email database, enquiry handling and presence in AI recommendations.
Outputs: digital readiness score, conversion improvements, discovery opportunities.
Wellness publications, podcasts, PR, yoga studios, complementary practitioners, community boards, micro-creators, referral programmes and, selectively, marketplaces.
Outputs: ranked distribution shortlist, channel costs, partner outreach list.
Score each opportunity on audience fit, commercial efficiency, speed, existing assets and execution effort.
Outputs: primary, supporting and test channels with budget allocation and rationale.
Booking milestones, activation dates, enquiry targets, channel owners, review checkpoints and contingency options.
Outputs: month-by-month roadmap, budget, booking forecast, reporting.
One assessment, two pathways depending on the facilitator's existing audience. Hybrid facilitators sit between the two: follower count alone does not predict bookings.
| Channel | Established facilitator | Emerging facilitator |
|---|---|---|
| Existing email audience | Primary acquisition channel | Build from launch |
| Social media | Convert engaged followers | Reach new audiences through collaborations |
| Referral partnerships | Activate existing relationships | Build distribution through established partners |
| PR and podcasts | Leverage existing expertise | Develop credibility and recognition |
| Search and AI discovery | Capture existing brand demand | Build discoverability around guest needs |
| Local yoga communities | Cross-promote to complementary audiences | Important early distribution channel |
| Paid advertising | Amplify proven organic content | Test selectively after validating demand |
| Retreat marketplaces | Optional | Final places only, if the numbers work |
Social, search, partnerships, PR and local community boards are the core growth engine because they build demand the facilitator owns for future retreats. Paid distribution is an optional, evidence-led layer.
Marketplaces are used selectively: as an inventory recovery channel for final places, when bookings fall behind forecast, and only when each booking still contributes positively after commission. Listing early and removing later is not recommended, as some platforms charge commission on guests who first found the retreat there.
A retreat partner kit (imagery, short description, facilitator bio, approved captions, email template and a tracked referral link) lets studios and teachers promote the retreat without creating their own materials.
An initial screening tool, not a prediction of bookings. Choose a channel and adjust its scores.
Built backwards from Soul Bliss payment dates (50% of the balance four months before, final balance and guest numbers two months before), not just the retreat start date.
Complete the assessment, confirm economics, refine the offer, build the retreat page, activate existing audience.
Studio and community outreach, PR pitching, creator collaborations, content, lead capture and nurture.
Review enquiries and bookings by channel, activate referrals, strengthen social proof, paid only where the numbers support it.
Focus on high-intent enquiries, review remaining places against payment deadlines, marketplace for final places if needed.
Pre-arrival journey, testimonials, referrals and the foundations for the next retreat.
Ben shares the retreat brief, wholesale quote, capacity, selling price and dates.
Soul Bliss Journeys20 to 30 minutes on goals, existing audience, past marketing and capacity to execute.
Pixel PrimedCommercial model, digital audit, demand analysis, channel evaluation and recommended investment.
Pixel Primed · paidPriority channels, costs, booking milestones and implementation options.
Pixel PrimedAgreed scope: what Pixel Primed delivers, what the facilitator manages, where Soul Bliss supports.
Agreed jointlyAn 8 to 12 page Pixel Primed assessment, each section leading with existing strengths then specific opportunities:
30 minutes. A light pass across the six pillars to qualify the retreat and agree the next step. The full audit is the paid assessment. Fill this in as you talk. Answers stay in this browser until you clear them.
10 minutes · Pillar 03, digital presence, done in advance
3 minutes · build trust by playing back what you know
5 minutes · Pillar 02, audience and demand
Listen for the depth and study angle. That becomes her positioning.
8 minutes · Pillars 02 and 04 · the most important part
7 minutes · Pillar 01 · share the Profitability calculator tab and enter her figures live
If April 2027, show her the Soul Bliss payment dates and let her see the short window herself.
5 minutes · Pillars 05 and 06 · use the Blueprint pathway table, don't build the plan live
2 minutes
Paste the summary back to Claude for the follow-up email and proposal.
Work backwards from revenue, Soul Bliss costs and the organiser's target profit to what is left to attract guests.
The most she can invest in marketing while keeping her target profit, assuming every place sells. It covers the Pixel Primed fee, advertising, partner rewards and other channel costs.
| Target margin | Marketing budget | Pixel Primed fee | Per month for channels |
|---|
What she keeps at different booking levels, after Soul Bliss costs, her own costs and the full marketing plan (, from the Marketing plan tab).
| Guests booked | She earns | She keeps |
|---|
Before tax. Assumes Soul Bliss charges per guest booked. If the venue charges for a minimum number of guests, add the difference to her other costs. Payment fees and refunds are not included.
One recommendation sized to the retreat's budget, time to sell and community. Complete the audit findings below, then review and share.
Community numbers come from the Discovery call tab. Add what you found when reviewing her online presence.
| Channel | What happens | Who | When | Media cost | Our fee | New guests |
|---|
Internal: ad budgets can be paid on her card so you never front ad spend. Partner and referral rewards are paid only when a booking comes through. Listing site fees are charged per booking and only used for final places.
Your fee is the total of the services this plan includes, so it always matches the work. Internal only.
Edit your service prices under Rate card and assumptions. Not GST registered, so no GST added.
| Month | Confirmed guests target | If behind |
|---|
Your service prices and channel costs are starting estimates, not benchmarks. Update them as real results come in from each retreat. Changes are saved on this device.
| Channel | Media cost | Cost per booking | Our fee | Expected guests | Months needed |
|---|
Everything known from the Soul Bliss proposal and the referral. This is saved to HubSpot with the call notes, so each client's analysis lives on their deal record.
Send Claude Ben's notes, her website and screenshots of her Instagram, and ask for the brief import code. Paste it here to fill this tab.
Mark what is confirmed versus your read of it. Keep anything you need to ask for the call.
Anything from Ben or Reddy about this referral: why they were introduced, concerns holding them back, what Soul Bliss needs to close.