Not a passive lecture or getaway retreat. Two days to audit what "slow months" are actually costing you, master your closing mechanics, and lock in a time budget that drives consistent revenue year-round.
Dates & Time
Fri 12PM–8PM · Sat 8AM–4PM
Capacity
Capped at 20–25 participants
Location
The Woodlands, TX
Flexible payment plan available: $500 deposit + 3 monthly payments of $667.
Most business owners blame "slow months," seasonality, or market shifts for unpredictable cash flow. In reality, revenue roller coasters are caused by unmeasured pipeline leaks, unasked closes, and sales processes that live only in your head.
CRM neglect, inconsistent follow-up, and ghosted proposals silently draining tens of thousands in cash every single month.
Sales relying entirely on your personal energy and good days — impossible to delegate, scale, or train staff to close like you.
Prospecting and marketing happening in random bursts when the pipeline gets dry, instead of a structured 12-month rhythm.
You walk into an exclusive boardroom with fellow top producers and roll up your sleeves to map your actual business mechanics.
Friday • 12:00 PM – 8:00 PM
12:00 PM – 1:30 PM
Block 1: Psychological Safety & The Confession
Welcome lunch, icebreakers, and dismantling the money scripts, imposter syndrome, and pricing hesitation keeping you from asking for high-ticket fees.
1:30 PM – 3:30 PM
Block 2: The Failure Point Audit & Sales Leak Bill
Open your live CRM. Tally the exact monthly dollar loss from ghosted follow-ups, toxic clients, and unasked closes — then post it on the windows.
3:30 PM – 6:00 PM
Block 3: Strategic Alignment & Operational Time Budgets
With Lani Jackson & David Mosberg: identify strategic alignment, map scarcity blocks, and apply The So That Theory to audit where your hours disappear.
6:00 PM – 8:00 PM
Block 4: Hosted Reception & Peer Integration
High-level networking, chef-curated culinary service, and informal peer discussion at The Palmer Course Library.
Saturday • 8:00 AM – 4:00 PM
8:00 AM – 9:00 AM
Block 1: Decompression & On-Site Executive Headshots
Morning coffee, overnight reflections, and executive profile photo rotations with our on-site professional photographer.
9:00 AM – 11:30 AM
Block 2: Pre-Call Intelligence & 3-Layer Discovery Funnel
Master pre-call leverage and write your custom 3-layer discovery framework in your own authentic voice — ready to run or hand to your sales staff.
11:30 AM – 1:30 PM
Block 3: The Dream Scenario Close & Time Mapping
Script logic-trap closes that make saying "no" irrational, paired with David Mosberg's 12-Month Marketing in Action Calendar mapping.
1:30 PM – 3:30 PM
Block 4: Live Fire Hot Seat & Peer Rubric Scoring
High-stakes partner roleplay drills with criteria-based peer evaluation. Pressure-test your scripting before you leave the room.
3:30 PM – 4:00 PM
Block 5: Commitment, Witnessing & Graduation
Fill out your Ownership Card, lock in post-summit execution targets, and transition into your 12-week implementation plan.
Located at The Woodlands Country Club — 100 Grand Fairway Dr, The Woodlands, TX 77381. Rich dark-wood paneling, warm lighting, and classic executive boardroom touches provide an intimate, elevated environment for high-level revenue strategy.
Meet Your Facilitators
Host Facilitator • Sales Strategist
Sales execution strategist specializing in discovery funnels, closing mechanics, and revenue accountability.
Co-Facilitator • Strategic Vision
Strategic mindset specialist helping high-performing owners map scarcity blocks and clear execution friction.
Co-Facilitator • Operations & Cash Strategy
Multi-business owner and cash strategist helping entrepreneurs buy back their time and build actionable marketing calendars.
| Included Deliverable / Asset | Standalone Value |
|---|---|
| 2-Day Live Working Summit Facilitation & Scripting | $3,500 |
| David Mosberg's 12-Month Marketing in Action Calendar | $3,500 |
| David Mosberg's Keynote Strategy Session | $1,500 |
| David Mosberg's 1-Year Weekly Business Owners Devotional | $300 |
| Lani Jackson's Strategic Synthesis & Vision Mapping | $1,500 |
| Professional Executive Headshot (On-Site Photographer) | $500 |
| First 10 VIP Bonus: On-Site Analysis + 2 Private Coaching Hours | $2,000 |
| Total Stacked Value (First 10 Registrants) | $12,800 |
Every attendee also unlocks client-level pricing on Lani Jackson's Ignite Vision Retreat — $997 shared / $1,397 private, instead of the $3,000–$3,500 public rate.
Capped strictly at 20–25 seats to ensure an intimate executive working environment.
$2,500
One-time payment
$500
Deposit today + 3 monthly payments of $667
After checkout you'll be directed to your Pre-Summit Intake Questionnaire so facilitators can build your confidential peer pairings and personalize your on-site preferences.