A focused three-day mastermind that unites business planning, marketing strategy, and practical sales skills for travel advisors who want sustainable growth.
The Business Success Mastermind is your deep-work weekend to get real about your business. Over three days, you will sharpen your sales process, map a clear marketing plan, practice sales conversations, and leave with a 90-day action plan you can start on Monday. This experience combines the most effective elements of our Marketing & Sales Mastermind and Business Planning Mastermind into one cohesive, hands-on program.
You will work in a small cohort, get guided coaching, and pressure-test your ideas with peers who want you to win. Expect practical frameworks, live exercises, and templates you can reuse.
Who this is for
- Independent travel advisors ready to move from reactive to proactive growth
- Owners who want smarter systems for lead generation, content, and follow-up
- Advisors who need a simple planning rhythm that turns goals into weekly action
- Leaders who want to improve profitability and client experience
What you will walk away with
- A 12-month high-level plan that sets clear targets for revenue, profit, and key activities
- A 90-day roadmap broken into weekly sprints with priorities and checkpoints
- A marketing engine that covers audience, offers, content pillars, lead magnets, and email flows
- Sales Process Ideas including discovery prompts, objection responses, and a clean follow-up system.
- Pricing and packaging clarity so you can sell with confidence
- Simple dashboards to track KPIs that matter and stop spinning your wheels
Program pillars
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- Plan
Vision, positioning, service menu, capacity, pricing, budget, and 12-month goals. - Attract
Ideal client clarity, messaging, content pillars, lead magnets, list growth, and social proof. - Convert
Consults, proposals, paid planning fees, objection handling, and a humane follow-up cadence. - Deliver
Client experience maps, automation opportunities, SOPs, and time blocking that protect deep work. - Measure
Simple dashboards for pipeline, revenue, margin, and marketing activity that move the needle.
- Plan
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