The nOMad Collective: Alright! Alright! We're here at Milestone 3, our registration system and onboarding.
The nOMad Collective: Oh, my gosh, okay, we've done a lot so far. And this is theoretically week 3. So just to recap, you created your vision week one and found your venue and started to get your contract together. Week 2. You got your pricing, which might be a little like. Oh, my God! Am I really gonna ask for that? If you didn't already go back and do some money mindset work there.
The nOMad Collective: And now, week 3, we're in Milestone 3. We're looking at our registration system and onboarding, which is really like, I like to think of this as like really just checking things off the list and getting
The nOMad Collective: getting shit done. So what we're going to look at in this lesson is how to set up a sales page how to set up a pos system hopefully, you already have a pos system, but we'll talk about that if you don't how to set up automated emails
The nOMad Collective: again. Hopefully, you already have a Crm system. If you don't, we'll talk about that. And then how to set up agreements and cancellation policies. And then what liability insurance you need and what your clients need to cover for themselves. So we're gonna talk about all of that here today. What I just wanna make sure of is that you know I like to just look at like, what are the roadblocks? Right? What are the bumps in the roads that come up in each milestone for this one. It's
The nOMad Collective: making sure that you have a really clear cancellation policy. This is what I see like.
The nOMad Collective: I don't know what the percentage is, but there's been so many people that miss this step
The nOMad Collective: and definitely had to deal with the cancellation policy and revise it and make sure. Oh, I didn't have one completely. But you want to really get really super clear in your cancellation policy before you put it out into the world, because if someone cancels or they misses a payment you need to make sure you know what you've communicated, what your expectation is in terms of payments in terms of what you're refunding
The nOMad Collective: and what happens if they cancel and they haven't paid, or they they did pay right? So we're gonna go over that when we look at the sales page. And then also, if tech fails right, I know some people claim they're not techies in our world. But you wanna have some sort of making sure you're tracking it somewhere else like a spreadsheet or something like that. And I personally like to have
The nOMad Collective: pos systems like stripe or square. So that kind of keeps things tracking for you as well. But yeah, I know some of you are still doing venmo and paypal, and all of that. But we want to make sure.
The nOMad Collective: At least you have some sort of system with that. Okay? So we're gonna look at the action steps in a moment. But let's look at our sales page. So because that's gonna lead us to answering all these other questions. So what I will say when you're looking at a sales page before I pull mine up.
The nOMad Collective: you! I'm hoping you already have
The nOMad Collective: a a website. Right? So if you have Squarespace, or if you are like us, use some Plero, you have something where you have, you know, some sort of
The nOMad Collective: Internet, right business card, right? And then that's where you can host this. But I will say, if you do have I don't remember. Squarespace has it, but I know Simplero does, and other forms. If you have what they call besides a lit website, they have landing pages. Landing pages are a little bit better. Here. I'm gonna pull mine up now so that you can see
The nOMad Collective: one moment.
The nOMad Collective: landing pages are a little bit better, because what happens is they don't have the navigation bar at the top.
The nOMad Collective: And this
The nOMad Collective: so you'll see here for our roots and wings. There's no navigation bar at the top like a website does, it just is literally landing on this page. So this is it.
The nOMad Collective: This is all they can go to right. They can't get distracted and like Oh, let me go sign up for their one on ones, or Oh, let me read a little bit more about their history, whatever it is, right, it's like, no, this is it? You're landing here. That's why it's called a landing page. So what I'm gonna do is we're gonna walk through the component parts of the sales. Page. Again, you can host this on your website if you don't. If they don't have landing pages, it's okay, if you have it just as another page on your website. That's totally fine.
The nOMad Collective: totally totally fine.
The nOMad Collective: if you don't have a website, I highly recommend getting one and go through the true voice program on getting yourself branded and all that. But if you're just, if you're just one of the lucky ones who it's never had a website. And but you have all these clients. You could just theoretically have some sort of Google form like, very, very basic like, just have them fill out a page.
The nOMad Collective: send them, have them send you venmo.
The nOMad Collective: Sure. Totally fine. But
The nOMad Collective: this is what I would recommend you do is set up a website. So let's look at the sales page for your web, your retreat. So the 1st thing that you want to have is a banner. So I like to have a banner with the photo. It might be a photo of the property or the destination that you're going to. It might be with people.
The nOMad Collective: but whatever it is, it's encapsulating the energy of what you are creating on this retreat, right? So we call this retreat roots and wings. Right? So it's about getting grounded as a leader and then taking flight right? So there's that opposite energy there.
The nOMad Collective: So we have this beautiful photo of, you know, tree tree roots, and then we have a couple of butterflies fluttering about right? So and just so. You know that I did that in canva those butterflies aren't real.
The nOMad Collective: But I thought, oh, that'd be fun! Just to give. But it gave. It encapsulates that energy right?
The nOMad Collective: That energy of the of the place that we're going to, and also the capsulating, not just where we're going to, but what we're going to be doing. So you'll want to find a name, for if you haven't already named your retreat, this is the time to do it.
The nOMad Collective: I think a lot of the work that you did in milestone one, on creating the vision, is going to give you some language around that. Looking at your ideal client that you did in your journal prompts. That's going to give you an idea of. Who is this retreat for? What's the transformation? So for our retreat it was nomads embodied leader, retreat. It was for our guides like you
The nOMad Collective: inside of our inside of our membership. You all are embodied leaders. You're all part of no match. So it's very easy to say, oh, yes, that's me right, and then we're we're again grounding you to, so you can take flight as a leader.
The nOMad Collective: The name of this retreat would probably not fly if I was like marketing it to corporate Ceos. Right? They're leaders, too, but maybe roots and wings is not really the language that they use. So you want to really be considerate of
The nOMad Collective: the people that you're calling in. And what is the language that resonates with them? Okay, if you're naming this retreat something a little bit more like poetic like that. So what we have is a picture. We have the name, and then I also like to have the the location
The nOMad Collective: and the dates. So it's like, right then and there. It's like, this is the energy you're going to feel. This is who I'm calling in. This is where it is. And this is when it's happening right? And then it's like, Oh, yes, let me scroll more right? If not, then, okay, then they can't do with those dates, or they don't want to go to that place. Then they don't have to worry about scrolling anymore.
The nOMad Collective: We're hoping that they do right. The next little section I like to have just underneath that banner
The nOMad Collective: is just pulling in and just defining a little bit more who we're calling in, and why? What is the transformation they're going to be receiving?
The nOMad Collective: And then there's a there's a button here. I have buttons throughout, because, you know you might. You never know when you're pulling somebody. And they're like, Oh, yeah, right. And we want to get them in that moment to be like, yes, let's sign up right? So you have lots of buttons throughout the entire sales page.
The nOMad Collective: The next couple of sections, I'm gonna tell you like, what's super super necessary, and what I feel like everything is on here, I do feel is necessary. It's not Fluff. But if you're somebody who's like really wants it simple, easy. I'm gonna really highlight. Okay, you have to have this right? So everything we've just gone over. You have to have this.
The nOMad Collective: this experience here is why, like I'd like to look at the not just the who we talked about the when and the where. But why? Why this person wants to come on this retreat. What is it that they're going to start to get out of? What does that transformation look like right? And then you could have. I love having photos.
The nOMad Collective: If you don't have photos of the property or any past retreats, you can get a stock photo like this one just to pull in that energy of like, what is going to be? What's that feeling? Right? So there's it is a spiritual practices. So we have, you know, kind of that essence of yes, we're going to be meditating. Yes, it's going to be this inward journey at times, too.
The nOMad Collective: And then the next little section we have is what what awaits you. And we are going to go through the bullet points of listing out literally everything that we're we're including. But these are like the top 3 things. So that's what's going to really pull them in with a little bit more of a description. Right? So what waits for you some guided transformational workshops, nature experiences and then they're gonna get a clear path forward with how to plan their next retreat.
The nOMad Collective: Right? So those are the top 3 things that I feel my people will want out of this experience. And then again, I here I am with a picture of like.
The nOMad Collective: not on that property, but very, very similar energy to that experience. And then again, a button. Okay, this is just going a little bit deeper again. This might be where you're like. There's too much, you know. I don't know what to say about all this. But again, is it necessary for you?
The nOMad Collective: It could be. I love this video that Ryan sent of me, the owner of Snuck Hollow, of him going for this hike with the butterflies. I just thought it was a really sweet moment. It kind of encapsulated that energy of the roots and the wings.
The nOMad Collective: The beginning of it was better.
The nOMad Collective: There it is all the butterflies right there.
The nOMad Collective: And then just a little bit more about like, you know, highlighting, you'll see. I I bolded some of the words that really pull out right that are, gonna you know, catch their attention. That's what you want. It doesn't need to be. It doesn't need to be enough novel. Just make sure what you're saying is very descriptive. And it's pulling people into that experience. And then, yeah, bold, bold print helps you kind of capture that even more.
The nOMad Collective: What I do like to say is, have a little bit about the destination and the venue. So we do a little bit like why, Snock hollow right the the farm itself.
The nOMad Collective: So where is it located? What's included on it? What kind of experiences are there waiting for you?
The nOMad Collective: Right? A nice picture of the property, and then the actual property itself is, you know. What are you getting with the dining experience, the kinds of activities that are there on the property, anything else that feels relevant for your guests.
The nOMad Collective: And then here we have the delights. Now, this is absolutely a hundred percent necessary. Okay, this is what is included, making sure you are listing all of the things. So when you did your pricing right, you listed all of the activities and excursions and all of the all of your expenses you're gonna put here. So everybody knows what they're paying for right?
The nOMad Collective: even if it seems assumed, like all of your accommodations and meals are included. Include that right? There might be a meal or 2 that isn't included, and we'll talk about where to put that in a moment. But you want to show them all of the things that they're getting, and then I like to give them some bonuses right just to be like, Oh, my gosh! And this is included, too. Right? And then I also like to share like sometimes I'll share, like the value of things, just so that they know like, Oh, that's
The nOMad Collective: that's very valuable. And that's included like in that price that's included. Right? That's that can be. That's up to you especially with the bonuses. I like to include that if it is something significant.
The nOMad Collective: so sharing everything that it is. And then, right after that you want to make sure you show the investment right? So they can see. Oh, yeah, that is very valuable. I don't have it here, but I will. When you see this, I will have tweaked this already.
The nOMad Collective: You want to have an early bird special right? If you have an early bird special, you want to show what the regular price is, so they know how much they're saving, and you might even want to spell it out for them savings of $700 book now before, you know. May 17, th whatever it is, you want to make sure that they can see the date right if you are having some sort of special. When does it end, and how much are they saving so that they have that urgency to book now?
The nOMad Collective: and anything else here, right includes the delights and everything above and taxes right? If it's gratuity as well, whatever it might be, you want to include that here, and if you have, you know, multiple types of pricing like for single rooms. We just said, Inquire but this way it's like you can have your 2 prices, double room, single rooms, whatever it might be. You could have it there as well.
The nOMad Collective: If there's flights involved or transportation involved, and it's a little tricky. You might want to give them some information about that, just so that they can look at that, too, before they book.
The nOMad Collective: Is there? Is it a flight? Do I have to look at you like, what am I flying into? So they can look ahead and say, Okay, flights from? You know this airport or that airport. Okay, this is going to be the easiest way to book my flight, or or I can't afford it, or I can't afford it. Right? So you're giving them that information up front, also letting them know what's not included. Right? So what I was saying before is making sure if there are other meals out
The nOMad Collective: outside of what you listed above. Let them know that they have to pay for it. Any other treatments, flights right? We're not travel agents also encourage them to get travelers insurance right? Just give them a heads up and you're gonna give them more information about all this on the inside once they book. But you want to tell them upfront here, just so they know what they're signing up for and not get getting and not getting okay. And then we want to be really, really clear about
The nOMad Collective: right here, cancellation. Yeah, put this on your website. Yes, you're gonna put it inside, too. But put this up front right? Because later on, if they book and they're like, I didn't see it when I signed up. No, and I would say, this is why, it's really important to have like a good pos system, because when we have it, when they go to register.
The nOMad Collective: let me see if it's the case here. I don't know if you can see it. Yes. So you have to look at, I understand, and agree to these terms. So they have to click on that and read it. And it's gonna have the cancellation fee in there or cancellation policy in there, and so that they I know they had to read it, and they had to click on it in order to sign up right? So we don't want people to go. Oh, I didn't see it on the website right? Well, it's on the website, right? You have to go. I'm sorry you saw it. I have to assume that you saw it
The nOMad Collective: right. You want to have those cancellation fees? Cancellation policies?
The nOMad Collective: So what I suggest is to have a $500 non refundable deposit. So that's gonna hold their spot. You can go up and down with that deposit depending on your situation. I like to say 500 as a base
The nOMad Collective: right? But like I said it might be like a weekend retreat. It's not that expensive. Maybe you can go to 200, but you want something that's substantial, so that they're committed, and you know that they're most likely going to go, and they don't want to lose that money right? If you're going on like a big, big, long journey you might not. The property might need more money, so you might need to do a thousand dollar deposit, whatever it is. But you want to make sure you tell them upfront. This is non-refundable, and you do want to have a non-refundable deposit of some kind. Have that?
The nOMad Collective: Then we want to just let them know if there is a period where you lose the money along the way. Right? So any cancellation received in writing before May 7th will result in 50% of the loss of the trip. Right? So that's that's when you want to look at the properties agreement. When are you paying the property. So for us, right up until then
The nOMad Collective: we had the money, and then we sent it off right after May 7th we sent it off to the property. So we are losing that money that monies no longer belongs to us.
The nOMad Collective: Right? So that's why we have these different tiers of when when they get when they don't get their money back is because we have to assume that we already sent it off right. The property probably asked for it in April we sent them 50%. We lost it. Now we can't give it back right in May 7.th Sorry. May 7.th
The nOMad Collective: And then after that we're going to be sending the money again, and then that means that we're going to lose all of that money. It's all going to the property right? You might have a situation where the property gives you the money back, but most likely you don't.
The nOMad Collective: So it's good just to have it here, and you can always work on a case by case depending on the person. So what I usually say is with a person, if I know the person, if I know the person's more, and they have, like a very legitimate reason as to not going, and this person might also be more inclined to come back to
The nOMad Collective: if you if you take care of them, I 1st say, if I feel safe enough with them, and I'll say, Listen, if you can. If you can fill in that spot.
The nOMad Collective: You know you can just transfer it to that to somebody else. Right? If you know that they might have a sister or best friend who could go on the retreat, so you can just transfer it to them, and they can pay you directly right, because they don't have that money anymore.
The nOMad Collective: I sent it to the property right? So they can just pay you back. You could look at it like that if you know that the person is like.
The nOMad Collective: really gonna probably come back and is like a longtime student of yours. I sometimes what I'll say is, listen, the cancellation is over right you. It's too late, but if I'm able to fill your spot in the next couple of days, I will refund you right. So I'm giving them an opportunity. I'm giving myself to fill that spot.
The nOMad Collective: And I'll give them the money back if I have that money coming in. Okay, so that I really like to have a strong, firm cancellation fee up or cancellation policy. Keep saying fee, cancellation, policy, upfront, and then you can kind of wobble around in the background, if need be. You want to make sure first, st that you have your expenses covered. Your minimum is covered.
The nOMad Collective: And you don't owe anything else to the property where you're not paying out of your own pocket. That's what we want to make sure of for you. Okay, that's about cancellation.
The nOMad Collective: Going back into the sales page and I and I like this little checklist of like is this retreat for you? Just kind of reiterating who this retreat is, for what they want, what they're going to get out of it. Another beautiful picture of the property, another button to sign up, and then you want to have some sort of little bio around about you. Right? Yes, you have your website. And there's like a long bio about you. But this one's nice. It's a little more curated for the retreat.
The nOMad Collective: And again, it doesn't make them like go through the landing page like, who is this person, anyways? And then they have to go down your website and they go into the rabbit hole. That's why we like the landing page. Everything they need is right here.
The nOMad Collective: And then, if you have any guest facilitators or co-facilitators, you can have that. I like to have past retreats in our photos. You might not have hosted a retreat before. That's absolutely fine. You might want to just post pictures if you've done in person events, just pictures of that, too. So people have an idea of like what the energy is like? Who are the people hanging out with? What are they like? Are they having fun? Is it like very social?
The nOMad Collective: You know this is my group being really silly and folly right?
The nOMad Collective: kind of like. What kind of shape is it? A Yoga retreat, like some people are intimidated like, Oh, my God! I'm so out of shape, like everybody's going to be able to do all of these things. It's like you could show a picture of like? No, we have all sizes and shapes, and all abilities right in terms of being able to do things
The nOMad Collective: like again, is it super active. Is it more meditative? Whatever it's kind of giving them the essence of that? And again, if you don't have past photos, that's okay.
The nOMad Collective: But if you do have some sort of group shots. That's great. What is really so supportive, though, is, if you don't have that is to have testimonials. And I would say, please please include at least one or 2 testimonials. Again, you don't have to have hosted retreat. It could just be people who worked with you. So I have hosted many, many retreats, but for this retreat this is my 1st mastermind retreat.
The nOMad Collective: So instead of sharing testimonials of all my past Yoga students right. That's not as relevant for the people who are coming on this retreat. What I used was my testimonials with my clients that have been working with me where I helped them facilitate their retreats. Right? So I have Marie and Martin. I helped them build their retreat in Bali Kelly, her home Retreat Center in New York.
The nOMad Collective: Nancy, her retreat in India, right? So they get. So they're showing you the experience of what it's like to work with me as a retreat leader, because that's who I'm calling out to. So think about that. If you don't have
The nOMad Collective: your retreat guest testimonials. And then finally, you want to have one more button, because they're scrolling at the bottom right? You don't want to be like, oh, that was nice! And then they go away. It's like, no, give them one more invitation right? And you could speak to this language like, I like to have it fun like, Oh, I want to go right. I'm ready to to be here save my spot. I usually put it in 1st person.
The nOMad Collective: and it's really like positive. It's not just register here. It's like it gives you a little bit more invitational and gets them excited for it. Okay, so that is the sales page. I'm gonna take us back to our
The nOMad Collective: agenda or action steps one moment.
The nOMad Collective: Okay.
The nOMad Collective: Have to do all these things before. Oh, it's funny.
The nOMad Collective: Now I lost you
The nOMad Collective: one moment, please. Real time. This is live. This is real. Okay?
The nOMad Collective: So
The nOMad Collective: we created, we found the platform right to register people on so hopefully where you do your your sales. Page, you have some sort of pos system set up
The nOMad Collective: right. What I was saying before is, okay. If you don't, I don't want this to be a roadblock for you right? So I have some people who are just like, Oh, but I don't have square. I don't have stripe maybe I shouldn't host a retreat. No, that is not the reason why you're not going to host a retreat.
The nOMad Collective: you can use venmo. You can use paypal.
The nOMad Collective: you just want to have some sort of system. What I will say is, I will put a link below here to helist. Helist is a platform for healers, where you can advertise your services. You can book people and then get they have a pos system in it, and you can also host your retreat. So people can book directly there. So if you don't have any of the, you know websites and the pos system, I'm going to have a link to helist.
The nOMad Collective: I believe it's free to start a free account, and then you can pay like $20 a month if you, wanna, you know, waive the the processing fees and things like that.
The nOMad Collective: Okay, the next thing that you're doing for your action steps is you're going to gather all the information so if you need. If you're you know, if it's flights, you want to make sure that if there's a shuttle, are they? Gonna is the shuttle gonna be going back and forth, back and forth, or you're gonna have the shuttle, one shuttle
The nOMad Collective: arriving at one time. Right? So you're going to get those little just logistical setup so that you know that you have to tell your people when you book your flight, book it so that you land by 3 Pm. So that you can catch the shuttle by 4 Pm. Or whatever it is right. So you want to get all of that kind of information ready so that you can put that in your welcome packet? What is the problem? What is the information that you need from the property? Is it vegetarian?
The nOMad Collective: Do you have cell phone service. Do you have Wi-fi service? Those kinds of things that people will want to know? Once they book right to get them ready for their trip? Do they need sunscreen? Do they need like?
The nOMad Collective: What are kinds of things are? Do they not have Yoga mats? And you're going to use yoga mats are you? Should you bring your own? I don't know. I just thought Pillow, for some reason I've never had that situation, but whatever it might be, that might be a little bit out of the ordinary. Just make sure you you've gathered that information from the property so that you can put that into your onboarding email.
The nOMad Collective: So that goes into our on automated onboarding email. So ideally, ideally, you have a Crm that has automated emails so that as soon as somebody puts that button. They put their credit card in. They register, they get an email that says congratulations. You're in right. And it has your welcome packet.
The nOMad Collective: And below here in this milestone you will see a template welcome packet that you can make a copy and make yours, and put in all your details. You also have
The nOMad Collective: a template Google form that asks them questions about when they're flying. If they have any dietary restrictions, if they have any physical limitations, anything else that they're working through any expectations that they have, and then it also have a liability waiver.
The nOMad Collective: Right? You wanna have that. You always always want to have a waiver, so you want them to sign it. So you'll have those templates so that you you have that, and you can just put in your information right? And that's gonna go in the onboarding email. So you get an email. You're like, Hey, congratulations. We're so happy. You're here.
The nOMad Collective: here's everything that you need to know. So you can go book your flight right. They know when to book your flight, for when they're landing, when the airport shuttle is happening all of that. Any other other questions that they might have. You're gonna answer that in the welcome packet. I don't like to put all of that information in the email. I like to have it as an attachment, so that it's something that, like they can just keep on their their desktop right as opposed to like, where's that email? Right? So it's like welcome email. Here, here are the the
The nOMad Collective: the component parts, right? And then they can like download it and start to work with that. Okay?
The nOMad Collective: And then you want to set up any calendar reminders for payment plans. So a good pos system has it so that you can schedule in when if somebody's paying a deposit and they're scheduled to do like the next payments over the next month or 2 months, whatever it is, and then you don't have to keep a calendar. But if you don't have a pos system like that, you just have people pay the $500
The nOMad Collective: you want to do a follow up email, probably more live as opposed to an automated email and be like, Hi, just checking in. Wanted to make sure you got the single room. Is that true? And you would like to pay like, you know, this is the payment schedule, whatever it might be. And then you want to set up a calendar to remind them that, or you want to set up your invoices
The nOMad Collective: to send out at those specific days. If you're using something like square. Okay?
The nOMad Collective: So
The nOMad Collective: that's what you want to do is set up the reminders, if that's necessary. And then you also want to give yourself reminders to do check-ins I like to do. If it's a long runway. I like to do monthly check-ins, because you might be having people like a bunch of people signing up for the Early Bird Special in that 1st month. But it might be a little bit quieter for the next couple of months, right until the end of the early Bird special. And then there might be another wave, right? So I like to send out an email like
The nOMad Collective: around those waves when there's another group of people coming in, or another couple of people coming in just like, Hey, everybody, we're all in this together. Maybe there's a Whatsapp group that you're starting. You can invite them there. Once you have a few people and they can start to conversate, have a conversation, and then also let them know about like, if you're doing a a orientation call and things like that. So you want to set up those reminders for yourself
The nOMad Collective: to do those check-ins and to give them those heads ups.
The nOMad Collective: and then you also. And there's a spreadsheet here that you are going to track your registration. So you're a good pos system, will track the payments. But you also want to move over manually. You'll see this. It's very simple. I would show you. But it's very simple. You just put the name, the room that they're that they're signed up for a single or double the payment that they've made if they haven't paid all
The nOMad Collective: of it, what is still owed. If there's a flight information you need to know to relate to the property, dietary restrictions. Anything else you're going to just put that in. And the beautiful thing is is, if you ask all those questions really clearly in your Google form, you can just make that a spreadsheet.
The nOMad Collective: So and then, because Google forms, you can just convert into a spreadsheet. So you don't have to manually do it. That's even better.
The nOMad Collective: Alright! Last step here for you is your accountability post. So go into the community. Once you finish this up at the end of the week. You want to let us know that your sales page is done.
The nOMad Collective: You can get, and you can do this at any point during the week, too, so we can give you feedback. Right? If you're questioning, you know a picture or a language. Put that in the community, let us know. Tag us all, and then I'll give you the green light to go ahead and make it live.
The nOMad Collective: because it's time it's time it's time for you to go live. Oh, my gosh! And that will be the end of your milestone. 3 week, 3,
The nOMad Collective: and next week, next milestone. We're looking at your marketing strategy. So we got all of the information we got the venue booked. We've got your pricing. We've got all the details together. We're ready. We got the onboarding, email got the sales page. Everything's ready. And now it's like, let's tell the world, and that's what next week is going to be all about is
The nOMad Collective: getting ready to tell the world about it. All right, my dear friends, I will see you in that next milestone. Have fun.