Participant screening and intake
Application, screening questionnaire, medical and medication review, contraindication flags, and informed consent. Built for the regulated context, configured to your specific retreat model.
For retreat operators
Your retreat, held.
Multi-day retreats compound operational load fast. I build the systems that keep facilitators briefed, participants tracked, and the schedule running. Plus the same fixed-price brand build available to every audience.
Possible scope
What custom can mean for a retreat.
Each build is scoped per discovery conversation. The list below is what comes up most often, not a fixed menu.
Travel and accommodation tracking
Arrivals, departures, transfers, room assignments, roommate preferences. The logistical layer that makes a multi-day retreat actually feel held.
Daily schedule and logistics
Block-by-block plan for every day. Who's leading, who's supporting, when meals happen, when dosing happens, when integration happens. Editable in one place, visible everywhere.
Dietary, accessibility, and special needs
Allergies, dietary restrictions, mobility, medical equipment, prayer or practice needs. Captured at intake and surfaced to the staff who need to see it before the participant arrives.
Facilitator briefing systems
Each facilitator sees who they're working with, what came up in screening, what to watch for. Updated as the retreat unfolds so the briefing reflects what's actually happening.
Group journey coordination
Dosing-day workflow: room assignments, support staff coverage, medication tracking, real-time notes that integrate into the participant record after.
Integration after the retreat ends
Follow-up sessions, integration check-ins, resource sharing, communication windows. The work doesn't stop when participants fly home, and the system shouldn't either.
Resource and supply tracking
Medication inventory, supply chain, room setups, ceremonial materials. So nothing important runs out mid-retreat and so reconciliation after is clean.
Group communication workflows
Pre-retreat onboarding emails, day-of updates, post-retreat integration sequences. Configurable per retreat, automated where it makes sense, personal where it matters.
Integration with your booking and payment tools
Whatever you use for retreat registration, payments, and CRM, the build connects to it instead of replacing it. Single source of truth, no duplicate data entry.
Internal SOP for your retreat cycle
A written guide to the cycle as the system runs it: facilitator briefings, participant flow, supply lists, communication windows, where to log in, how to update it, what to do when something breaks. Your operations source of truth so any team member or new staff can step in. Editable as your retreats evolve.
Multi-day, multi-stakeholder
So the logistics don't pile up.
Retreats run differently from solo practice. More people, more variables, more contingencies. I build for the specific kind of complexity multi-day work creates: facilitators arriving prepared, the schedule holding under pressure, and integration support after the work ends.
How it works
From first call through the first retreat.
Three phases, scoped against your real retreat cycle so the system gets tested under load before it's the only thing holding the operation.
Phase 01
Discovery
Intro call30-min video call. What kind of retreats, how many per year, where you're running them.
Operational walkthroughI sit with your current retreat cycle, find where load piles up and where things slip.
Scoped proposalFixed scope, fixed price, tied to one or two retreat cycles so we can build against real data.
Phase 02
Scope and build
Service agreement signed50% deposit to reserve the build window. Cards or ACH.
Intake formAbout 45 minutes, configured for retreat operations: how your cycles run, who facilitates what, where logistics pinch, what tools you already use. Rough is fine.
Kickoff90-min working session. Retreat structure, facilitator roles, participant flow, and integrations locked.
Build sprintsThree to eight weeks. I check in weekly with what's running in staging so you can test against the next retreat.
Phase 03
Hand off and stay close
Pre-retreat dry runWalk through the first retreat cycle with the system running. Adjust anything that doesn't fit your real conditions.
30 days of supportEmail and Slack support through the first retreat cycle. Edits and clarifications as things surface.
Ongoing as neededHourly or retainer for future changes. No lock-in, you own the systems.
Pricing
One fixed tier, plus custom work.
Practice Identity is the same fixed-price brand build whether you're a solo facilitator, a healing center, or a retreat. The rest of the work is scoped per discovery conversation. 50% at booking, 50% at handoff. Cards or ACH.
Practice Identity
$1,000
Founding · $1,500 standard
Logo, color palette, typography system, brand guide, messaging guide. A 30-minute walk-through call at handoff. One to two weeks.
Custom build · retreats
Scoped to your retreat.
Participant screening, travel and dietary needs, daily schedules, facilitator briefings, group journey support, integration after. Priced by scope. No fixed tier because no two retreats run the same. Discovery is free.
Next step
Let's talk about what you're building.
A discovery conversation. Free, by video or phone. We'll talk through where you are, what's working, and where the operational weight is. I'll tell you honestly whether the work is a fit before any proposal.