Your Retreat Funnel and Launch System has already been loaded for you. Follow the steps below to connect the essentials, customise your pages, launch your contest, book Discovery Calls and start selling your retreat.
Before you customise your retreat funnel, connect the key accounts Playbook Pro needs to take payments, connect your Facebook assets and prepare your launch.
Connect your Facebook page and Meta ad account so you can use Facebook, Messenger and ads as part of your retreat launch.
Watch the setup demo
Coming soon: how to connect your Facebook page and Meta ad account.
Then go to: Launchpad → Marketing & Lead Generation
Connect Stripe so people can pay for your retreat through your order form.
Watch the setup demo
Coming soon: how to connect Stripe and check your retreat payment setup.
Then go to: Launchpad → Payments
Before you launch, choose the branded links and email domain you will use for your retreat funnel and email sending.
Watch the setup demo
Coming soon: how to choose your funnel URL and email sending domain.
We recommend using subdomains. You do not need a full website to launch your retreat.
Then go to: Settings → Domains
Watch DemoAdd the main details for your retreat so your pages, emails, SMS messages and templates are easier to customise.
Watch the setup demo
Coming soon: how to update your retreat details in Playbook Pro.
Then update your retreat name, date, location, price and booking details.
Now customise the core funnel pages people will see before they enter your contest, book a call or buy your retreat.
Update the page people will visit to learn about your retreat and take the next step.
Watch the setup demo
Coming soon: how to edit your retreat landing page without breaking the layout.
Then go to: Sites → Funnels → Retreat Funnel
Check the page people will use to secure their place at your retreat.
Watch the setup demo
Coming soon: how to edit your order form, payment options and confirmation settings.
Then go to: Sites → Funnels → Order Form
Make sure buyers or leads know exactly what happens after they submit, book or pay.
Watch the setup demo
Coming soon: how to update your thank-you page and next-step instructions.
Then go to: Sites → Funnels → Thank-You Page
Review the placeholder terms, refund policy and disclaimer text before you take payments.
Watch the setup demo
Coming soon: what to check before publishing your retreat payment page.
Then review your checkout page, footer links and any terms shown before purchase.
Use the contest system to attract interested leads, collect their details, start conversations and book Discovery Calls.
Decide whether you will use the built-in Playbook Pro contest setup or a ManyChat flow for your Messenger contest.
Watch the setup demo
Coming soon: how to choose the right contest setup for your retreat launch.
Then choose: Playbook Pro contest setup or ManyChat contest setup.
Make sure the contest flow collects the right details and moves people toward booking a Discovery Call.
Watch the setup demo
Coming soon: how to customise your contest entry flow.
Then check your contest messages, entry question and booking step.
Use these templates to invite your existing list and warm contacts to enter the retreat contest.
Watch the setup demo
Coming soon: how to customise your contest email and SMS templates.
Then go to: Marketing → Emails and Automation → Workflows
Use these templates to promote your contest through paid ads and organic Facebook content.
Watch the setup demo
Coming soon: how to customise your ad and post templates.
Then go to: Marketing → Social Planner for posts, and use Meta Ads Manager for ads.
Once people enter the contest, your job is to follow up, book calls, understand why they want the retreat outcome, and invite the right people to join.
Use the call script to turn contest interest into real conversations and retreat sales.
Watch the setup demo
Coming soon: how to use the Discovery Call script to follow up contest entrants.
Then review your call script before speaking with leads.
Use the pipeline to track every lead, call, offer and sale so nobody disappears into the digital fog.
Watch the setup demo
Coming soon: how to use your retreat sales pipeline.
Then go to: Opportunities → Retreat Sales Pipeline
Edit the email templates that follow up contest entrants, call bookings and retreat prospects.
Watch the setup demo
Coming soon: how to customise your retreat follow-up emails.
Then go to: Marketing → Emails and Automation → Workflows
Use SMS for short reminders, no-show follow-up and time-sensitive prompts.
Watch the setup demo
Coming soon: how to check and customise your follow-up SMS messages.
Then go to: Automation → Workflows
Do not send traffic to your funnel until you have tested the full process yourself. One broken link can quietly ruin a campaign while looking completely innocent.
Watch the setup demo
Coming soon: how to test your retreat funnel, contest, booking flow, payment page and follow-up before launching.
Then test each step as if you were a real lead or buyer.
Once your funnel has been customised and tested, you are ready to launch. Start with your warmest audience first, then move to paid ads.
Watch the setup demo
Coming soon: how to launch your contest campaign in the right order.
Follow this order so you build momentum before spending money on ads.
You do not need to complete every setup item inside HighLevel to launch your retreat funnel.
For now, skip anything that does not directly help you launch your funnel, take payments, book calls or follow up leads.
Come back to these later only if you actually need them. For now, stay focused on the funnel, payments, calls and follow-up.
Your first month of Playbook Pro is included with your Retreat Profits Playbook purchase.
Use this month to customise your funnel, launch your contest, book Discovery Calls and start selling your retreat.
Get the essentials working, test the full process, then launch.