Next Level Leadership Retreat

This application will help us design the retreat and mastermind around the collective group's goals. The quality of your answers determines fit more than your revenue numbers do, so please take some time to answer honestly. We recognize that each person's goals are different — there are no right or wrong answers here. We simply want to ensure the group is genuinely aligned and that we bring in the experts and content to support each person.

Contact Information

First Name

Last Name

Phone Number

Email Address

Business & Role

What is your company, industry, and current role?

Which roles are you still actively performing in the business? Select all that apply.

Where are you still too involved, and what has kept you there?

This helps us understand whether the constraint is structural, identity-based, or both.

Financial Clarity

What has your revenue been over the past 2 to 3 years?

What is your current annual profit, or best estimate?

Is your business consistently profitable?

Yes No Somewhat

Do you have clear financial reporting and real-time visibility into cash flow?

Yes, consistently Somewhat No

Leadership & Capacity

Do you have key leaders who can operate without you on a daily basis?

Yes Somewhat No

Where is your business most dependent on you, and what would break if you stepped back?

This is one of the most important questions on this application.

How many hours per week are you currently working?

Under 40 40 to 50 50 to 60 60 or more

Strategic Clarity

Do you have clear, measurable targets in place?

	Yes	No
Monthly
Quarterly
Annual

How do you currently measure whether you are on track?

Vision & Direction

Where do you want your business and your life to be in the next 3 years?

What feels like it needs to change internally — in how you lead, think, or operate — to get there?

The word "internally" is intentional. We are looking for self-awareness, not a business plan.

Expansion & Next Moves

Which of the following are you actively interested in exploring? Select all that apply.

Speaking Consulting or advisory work Writing or becoming an author Acquisitions Exit strategy planning Scaling current business Expanding influence or platform

Which one feels most aligned right now, and what is pulling you toward it?

Readiness

What decisions or pressures are you currently carrying alone that you have not been able to talk through with anyone?

What specifically drew you to this retreat and mastermind, and what do you hope shifts as a result?

Knowing the retreat is a $5,000 investment, are you prepared to move forward if it is confirmed to be the right fit?

Yes Need more information Not at this time

If it is determined to be the right fit, are you interested in the 12-month mastermind at $1,500–$1,700/month?

Yes I want to do the retreat before deciding I want to hear more during the discovery call No, I only want to do the retreat

What Happens Next

Once you submit your application, the next required step is to book a discovery call. A call is required for acceptance into the retreat and/or mastermind. This gives us the opportunity to connect personally, answer your questions, and ensure this is the right fit for where you are headed.

Book Your Call →

Applications are reviewed personally. You will hear back within 5 business days.

Something went wrong. Please try again or email us directly.

Application Received

Thank you for taking the time to apply. Your answers have been submitted and will be reviewed personally.

The next step is to book a brief call so we can connect, answer any questions, and confirm fit.

Book Your Call

Not ready to book just yet? You will hear from us within 5 business days.

Next Level Leadership
Retreat & Mastermind
Application

Contact Information

Business & Role

Financial Clarity

Business Value & Exit Awareness

Leadership & Capacity

Strategic Clarity

Vision & Direction

Expansion & Next Moves

Readiness

Application Received