The Quarterly CEO Retreat · On-Demand · 2027 Edition

Stop reacting. Start leading.

A step-by-step process to build your 90-day business plan, so you always know what to focus on, what to let go of, and how to move forward, even when life gets messy.

Instant access · On your schedule · Printed planner shipped to your door

What’s really going on

Your resilience has been tested. So has everyone else’s.

Everything feels like it’s shifting: the economy, the culture, even how people make decisions. Strategies that worked for years suddenly stopped. Plans that felt solid unraveled overnight.

You had success before. Referrals came in, opportunities showed up. But it wasn’t built on a system that could weather the storm, so when the world shifted, it felt like the ground disappeared beneath you.

You don’t need to hustle harder or pivot faster. You need a system that brings focus and calm to the chaos.

01

Every week feels like starting from scratch. No clear plan, just reacting to whatever shows up first.

02

You’re working constantly but not sure if what you’re doing is actually moving the needle.

03

You set goals at the start of the year, but by February they’re buried under client work and urgent tasks.

04

You know you need a real plan, but every time you try, you don’t know where to start or what to prioritize.

Here’s the truth

“You are not the problem. Most entrepreneurs are trying to grow without a real framework to support them. You need a strategy you can trust, one that gives you clarity, structure, and space to breathe.“

Racheal Cook, MBA · Founder, The CEO Collective®

Imagine this instead

From hustle and chaos to calm and clarity.

Imagine sitting down Monday morning, coffee in hand, knowing exactly what to focus on. No guessing. No spinning your wheels. No sacrificing your own business goals for client emergencies.

Every Monday

A real plan every Monday

You start every week with a CEO Date, checking your 90-day plan, reviewing your top three priorities, and feeling clear about where to focus your time.

Every quarter

Systems that run on repeat

Momentum doesn’t come from hustling harder. It comes from rinse-and-repeat systems that make success predictable, not random. Build it once. Run it every quarter.

Every day

Space back in your life

Breathing room for your daily walk, school drop-off, or lunch with a friend, without feeling behind. Your business supports your life, instead of consuming it.

“You’re setting goals based off the big picture, but you’re breaking them down into these realistic steps that you can do every week, where you’re not having to reinvent the wheel or sit down on Monday every single week scratching your head going, what am I gonna do this week?“

Rachel Martin · CEO, Root & Ritual Functional Medicine

The 90 Day CEO Planning Process

Six steps from “where do I start?” to 13 weeks on your calendar.

The same process we’ve run at 80+ live CEO Retreats. Tap each step to see what you’ll do and what you’ll leave with.

Step 1 of 6 · about 15–20 min

Grounding

Start with capacity, not goals. You decide how CEO YOU, the wiser version of you already leading the business you want, shows up this season, and what you need to resource her.

You leave with

Your intentions for the quarter and the support you need to keep them.

Live, this is a full planning day. On demand, block at least three hours, or split it across a few CEO sessions.

What’s included

Everything you need to plan like a CEO, on your own timeline.

The same framework used at 80+ live CEO Retreats, now available to work through on your own schedule, at your own pace.

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Core training

The Quarterly CEO Retreat, on demand

The complete 90 Day CEO Planning Process, the same one that’s helped thousands of women build sustainable, profitable businesses. Work through it in a day or across several focused sessions.

✦Simplify your strategy and focus on what drives revenue
✦Build rinse-and-repeat systems that make success predictable
✦Create more space in your schedule without slowing growth
✦Save 10+ hours a week by focusing only on what matters most
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Included workbook

The CEO Retreat Workbook

Map your 12-month vision, set your 90-day goals, and break them down into week-by-week action plans. A living document you return to every quarter.

✦12-month vision mapping
✦90-day goal setting with reverse-engineered action steps
✦Weekly planning structure built on the CEO Date habit
✦Feedback loops so you always know what’s working
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Bonus · $297 value

Client Growth Engine™ Training

Build a simple, repeatable system that keeps clients and cash flow coming in consistently, even in uncertain times. In the retreat, you’ll score every stage green, yellow or red and turn the gaps into your goals.

✦Attract, Engage, Nurture, Invite, Delight
✦Designed for high-trust, relational service businesses
✦Build it once, and your team runs it
✦Predict your revenue within 10% every month
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Bonus · $35 value

The printed 90 Day CEO® Planner

The planner that keeps our clients accountable week after week, shipped to your door. Every weekly spread includes the Client Growth Engine™, CEO Date and CEO Scorecard.

✦Physical planner shipped to your door
✦Client Growth Engine™ built into every weekly spread
✦CEO Date Checklist, Weekly Review and Scorecard
✦The same tool used by 20,000+ entrepreneurs since 2014

“I actually have a plan! I have a plan that I look at every three months. I follow the plan each week. I’m mapping out exactly what I’m going to be doing that week.“

Maureen Clancy · Maureen Clancy Therapy

“It’s a non-negotiable day out of my practice. Having that quarterly outlook rather than just week-to-week has been a complete game-changer.“

Dr. Lisa Griffith · RVA Chiropractic & Wellness

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Your guide

Hey CEO, I’m Racheal.

Founder of The CEO Collective® · Creator of the 90 Day CEO Operating System®

For nearly two decades, I’ve helped women entrepreneurs build sustainable, profitable businesses that actually support their lives.

I don’t teach perfect-world planning. I teach life-proof strategy, because as women, we’re juggling kids, clients, caregiving, and everything in between. This framework has been pressure-tested through more than 80 live CEO Retreats and thousands of small business owners who’ve put it to work.

In 2025, I ran my business on five hours a week while serving as full-time caregiver for my mother through her final months. My business kept running. That’s not luck. That’s what a life-proof system actually looks like.

Ready to plan like a CEO?

Make 2027 the year your effort pays off.

This was designed for you if

✦You run a service-based, relational business, as a coach, consultant, creative, therapist, educator or agency owner
✦You want a real 90-day plan, not another vision board
✦You’d rather plan on your own schedule than travel to a live retreat right now
✦You want to grow sustainably, without sacrificing the life your business is supposed to support
✦You’re ready to come back to it every quarter, because this is a rhythm, not a one-time fix

The Quarterly CEO Retreat · On-Demand · 2027 Edition

$497

One-time investment · Instant access · The 2027 edition is yours to keep

✦The full on-demand Quarterly CEO Retreat training
✦The CEO Retreat Workbook
✦Bonus: Client Growth Engine™ Training ($297 value)
✦Bonus: printed 90 Day CEO® Planner, shipped to your door ($35 value)

Get instant access · $497

Email guidance from Racheal and the team as you work through it

Got questions?

Frequently asked.

What if I don’t have time right now? +

That’s exactly why you need this. The on-demand format means you can work through it at your own pace, whether you set aside one full day or several shorter CEO sessions throughout the week. You’ll leave with a 90-day plan that gives you more time back.

I’ve tried planning systems before. What makes this different? +

Most planning tools stop at the vision board. The CEO Retreat gives you a framework you can actually implement, combining big-picture strategy with week-by-week structure and built-in feedback loops that tell you what’s working and what’s not.

Do I need to be a certain type of business? +

If you run a service-based business as a coach, consultant, creative, therapist, educator, or agency owner, you’ll be right at home. Our community includes solo practitioners and seven-figure CEOs leading teams. What they share is the desire to grow sustainably.

How long will I have access? +

The 2027 edition is yours to keep, including any updates to it. Come back every quarter to refine, realign, and reset. This isn’t a one-time fix. It’s a repeatable system for every season of your business.

What if I have questions while working through it? +

You’ll receive email guidance from Racheal and her team as you move through the retreat, including reminders and prompts to help you stay on track. And if you’d like more personalized support, The CEO Collective® is where the work continues with coaching, community, and implementation support.

Is the Client Growth Engine™ included? +

Yes, the Client Growth Engine™ Training is included as a bonus. If you’re deciding where to start: the Client Growth Engine™ helps you decide what strategies make sense. The CEO Retreat helps you map out how and when to put them in place.

You don’t need more hustle. You need a plan that actually works.

Let’s build it together. Instant access, on your schedule, with your printed 90 Day CEO® Planner on its way to your door.