Envisioning Your Business

Ah! A heart-based business that includes transformational retreats! We know that

many folks in our tribe would LOVE to run retreats – and you’re still working on starting
and growing a business that has a big enough audience to fill a retreat.

To make sure that your heart aligns with the business you create, let’s do a little
envisioning. How big or small do you want your business to be? Do you want it to be
primarily local or mobile and global? Your answers will help you start to brand and
position yourself for your match-made-in-heaven niche!

Your Vision

Make some time and space to reflect on your vision. You might want to envision
yourself a few years from now and imagine that you can take a peek at your life and
business.

1. What is the feeling or vibe you want to have when creating your business?

2. What’s your BIG WHY? Why do you want to be an entrepreneur?

Some common reasons are making a difference in the world and changing lives,
earning money, having freedom over your schedule, feeling happy, doing what
you love, having fun, learning and growing.

3. What kind of business do you envision for yourself?

Make sure that you consider if it fits in with your lifestyle. Do you want it to be
primarily local or mobile and global? How many hours do you want to work each
week? Are you working from home or do you have an office? Do you want to
work by yourself, have a partner or eventually have a team? Describe your vision
of your business in as much detail as possible.

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Your Goals

4. What is your current average monthly income from teaching/coaching/your

business?

5. What is your goal for monthly income in the next 12 months?

6. How many clients or program and products would you need to sell to achieve
this? Are you willing to put the time and energy into working this much or do you
need to revisit your goal?

7. What is your biggest heart’s desire for your business in the next year?
For example: sharing a bigger message, making more income, growing your list,
generating passive income, working less hours, becoming more mobile, having
more online programs, becoming retreat-ready etc.

8. What’s holding you back from this goal?

9. Rank what areas you need the most help with (this will help you know where to
focus) by marking each as:
1 = Extremely Needed
2 = Somewhat Needed
3 = Needed
4 = Not Needed

___Standing Out Online: figuring out who your target audience is, the problems
you solve, and how to position yourself uniquely.

___ Making Money: Choosing how to package and price your offerings, reverse
engineering, developing your products/programs.

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© 2018 Meghan Gilroy, All Rights Reserved
www.wanderlustentrepreneur.com
 ___Intuitive Selling: creating a sales script and overcoming objections to working
with you.

___Creating a Working Website: layout, copywriting, technology, the apps &

programs to use.

___ Growing Your Tribe: picking marketing strategies, having a freebie/opt-in

and nurture autoresponder email sequence, writing webinars.

___ Business Foundation: accounting, cash flow, credit management, insurance,

legalities.

___ Teaching + Facilitating Retreats or Live Events

___Manifesting Miracles: Mindset, Accountability, Goal setting, Prioritizing &

Time Management, Self-Care

10. What would be an Oh-My-Goddess, out of this universe result after going
through this program in 6-weeks?

11. What would be a realistic fully satisfied result?

The Big Picture – Positioning

12. What specific practical pressing problem(s) do you solve for your clients?
For inspiration, think of the last 3-5 clients that you had or why your friends
typically ask you for help. What specific practical pressing problem(s) are you
most interested in solving as you move forward in your business? These are the
kinds of problems that keep people up at night or they sit on their couch
wondering about.

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www.wanderlustentrepreneur.com
 13. What gets you riled up about your client’s lives? What can’t you believe that
they don’t know how to do or don’t do?

14. “Your mess is your message.” – Susanne Evans

What is your story? Why do you do what you do?
Think about 8-10 challenges/turning points in your life – stories about
overcoming adversity, losing a big client, changing careers, an accident or illness,
traveling, losing a loved one, or a major accomplishment. Write down a sentence
or phrase to remind you of each one.

15. Flesh out 2-3 that would connect with the problem you solve, inspire your
audience, and set you apart from other practitioners.
Explain how your mess gives you the expertise to solve your clients’ problem(s).

16. Brevity is beautiful! Fill in this sentence.

“I help people to ________ through _______ and _________.”

17. If someone worked with you for ___ sessions or __ months, what can you
guarantee would change in their inner and outer life?

18. You are talking to an open-minded, like-hearted friend who’s interested in

what you do.
What’s the name of this friend? Explain what you do to him or her. Write your
answer as if you were speaking directly to them.

Your Offerings

19. What ways do you currently offer your services?

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© 2018 Meghan Gilroy, All Rights Reserved
www.wanderlustentrepreneur.com
 Mark one “x” for current offerings and for what you’d like to continue/offer in
the future.

CURRENT FUTURE
freebie + freebie +
nurture sequence nurture sequence
low priced products low priced products
($27-$97) ($27-$97)
medium priced or signature medium priced or
program signature program
($297-1997) ($297-1997)
monthly membership program monthly membership
program
teleclasses/webinars teleclasses/webinars
1:1 sessions 1:1 sessions
private coaching packages private coaching packages
yearlong mastermind yearlong mastermind
VIP days VIP days
live events live events
workshops workshops
retreats retreats
other: other:

20. From your current offerings above, briefly describe each program/product
along with their price. If you have material that could be developed into a
program or product, write about this as well.

21. If you were going to teach a class/workshop/program that both scared and
excited you because it would stretch you/put you “out there,” AND it
combined your personal story, training, and problem that you can solve, what
would it be called?
Write a description.

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© 2018 Meghan Gilroy, All Rights Reserved
www.wanderlustentrepreneur.com
Your Website + Following

Do you have….

☐ A working website?
☐ An email client management system (Constant Contact, Mailchimp, Aweber, Get
Response, Active Campaign, Infusion Soft, etc.)?
☐ A Facebook Business Page?
☐ Other Social Media?
____ How many people are on your email list?
____ How many people do you want on your email list by the end of the year?
____ How many followers/likes do you have on Facebook (or any other social media)?
____ How many followers/likes do you want to have on Facebook by the end of the year
(or any other social media)?

And Finally…
22. Write yourself an inspiring note that you can come back and look at when you
are feeling overwhelmed, confused or frustrated.
It might help to think of what you would say to a friend feeling this way.

Kudos to you! You are on your way to creating a business that lights up your soul that
includes transformational retreats.

Excited to Plan Your FIRST Local or In-Country Retreat while

growing your business? Awesome!
Retreats Made Easy is the perfect program for any FIRST TIME retreat leader to get the
confidence and tools to plan, price, and promote your local or in-country sold-out
Transformational Retreat!

For more info and to register, visit:

http://www.wanderlustentrepreneur.com/retreats-made-easy/
Classes start February 8, 2018 – we’d love to have you join us!
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© 2018 Meghan Gilroy, All Rights Reserved
www.wanderlustentrepreneur.com