The 7-Step Retreat Funnel Templates · The Retreat Academy
RA
Done-for-you email templates
The 7-step retreat funnel — fully written for you

Fill your retreat
with the right

people. Every time.

Seven ready-to-use email templates — one for every stage of your retreat sales funnel. Written in a warm, human voice. Merge-tag ready for Mailchimp, ConvertKit, HubSpot, or any CRM. Stop guessing. Start filling your retreats with exactly the right people.

↓ scroll to see what's inside
The Retreat
Academy
Sound familiar?

You know exactly what to say in person.
In an email, you go completely blank.

You sit down to write the email. You type something. You delete it. You type something else. It sounds salesy. Or desperate. Or nothing like you. So you close the laptop and tell yourself you'll do it tomorrow.

And the retreat stays half-full.

  • You don't know what to say at each stage — attract, offer, close, welcome
  • Your emails sound either too pushy or too vague to move anyone to book
  • You send one email and then go quiet, losing the people who were almost ready
  • You have no system — every retreat launch feels like starting from scratch
The Retreat Academy Template Pack

Seven emails.
Every stage covered.

Each template is built around one stage of the 7-step retreat funnel — from the first piece of content that attracts the right person, all the way to the welcome email that lands the moment they book. Every word chosen deliberately. Every subject line tested to stop the scroll.

Written in the warm, open voice of The Retreat Academy. Yours to adapt in minutes, not hours.

01
Attract
The mirror email
Speaks to your ideal guest's inner world before a single word about your retreat. Stops the scroll by naming what they haven't been able to name themselves.
"the kind of tired that a holiday won't fix"
02
Frame
The transformation email
Shifts the conversation from what the retreat looks like to who they'll be when they leave. Leads with the after-state, not the timetable.
"forget the timetable. here's what actually matters"
03
Trust
The story email
Builds relational safety through a real guest's experience. Shows — not tells — that people are held well inside your retreats.
"she booked it not knowing if she was ready"
04
Invite
The low-stakes yes email
Offers a waitlist, a free resource, or a discovery call — a small threshold that moves someone from reader to participant without pressure.
"a smaller yes (no pressure)"
05
Offer
The invitation email
Presents your retreat as an invitation, not a transaction. States the investment clearly and without apology. Never discounts — adds value instead.
"the door is open"
06
Close
The lean-in email
For the people sitting with it. Not a chase, not a nudge — a genuine human reach-out that answers the real question underneath the hesitation.
"what's really in the way?"
07
Begin
The welcome email
Sent the moment they book. The first act of the retreat itself. Warm, personal, and intentional — nothing like an automated order confirmation.
"you did something brave today"
"The subject line is the door. The email is the room. Every word either builds trust — or quietly closes the door again."
The Retreat Academy · @the_retreat_academy
Who these templates are for

Built for retreat leaders who want to sell with integrity

  • You run retreats and want a repeatable email sequence that actually converts
  • You're launching your first retreat and want to get the communication right from the start
  • You want emails that sound like you — warm, grounded, and human — not like a marketing funnel
  • You use Mailchimp, ConvertKit, HubSpot, ActiveCampaign, or any CRM with merge tags
  • You believe your guests deserve to be communicated with as well as they'll be held in the room
Not for everyone
Those who want high-pressure, urgency-driven sales copy
Retreat leaders who compete on price and want to lead with discounts
Anyone looking for a one-size-fits-all blast with no personalisation

Everything inside
the template pack

01
7 fully written email templates
One for every stage of the funnel. Written to be adapted in your own voice — not copied verbatim.
02
7 subject lines that earn the open
Not safe. Not generic. Lines like "the kind of tired that a holiday won't fix" — written to stop the scroll inside a crowded inbox.
03
Merge tags for every major CRM
Mailchimp, ConvertKit, HubSpot, ActiveCampaign — a full reference guide so you can plug in and send without guesswork.
04
Strategic notes for every template
Each email comes with a plain-English explanation of what it's doing and why — so you can adapt it with confidence, not just hope.
05
The no-discount pricing framework
Stepped pricing rationale built into the offer email — so you never reduce your price again. Only add value.
06
Editable Word document + PDF
Yours to keep, adapt, and reuse across every retreat you run. Lifetime access, all future updates included.
Written by

Polly Moore & Shaun Treloar

Polly Moore and Shaun Treloar are the co-founders of The Retreat Academy and Erth Retreat — based at Erth Barton, a Jacobean manor on the Erth Peninsula in Cornwall. As retreat leaders, venue owners and retreat coaches — with 20 years of business experience and borrowing from their past lives as producers in the film industry — they've made every mistake so you don't have to.

These templates are distilled from two decades of filling retreats, building communities, and learning what it actually takes to communicate in a way that earns trust — before the ask ever comes.

"I sent the first email on a Tuesday. By Thursday I had three enquiries and one booking. I hadn't changed anything except the words I was using."

Retreat Leader · The Circle Retreat Collective
Your investment

Seven templates.
Ready to send.

Stop starting from scratch every time you sit down to write. Buy the templates once, use them for every retreat you ever run.

The Retreat Academy · Template Pack
£99
one-time investment · instant access
  • 7 fully written email templates
  • 7 subject lines built to earn the open
  • Merge tag guide for all major CRMs
  • Strategic notes for every email
  • The no-discount pricing framework
  • Editable Word doc + PDF · lifetime access
Or get everything inside The Circle ↓

If these templates don't change how you write about your retreat within 30 days, reply to any email and we'll make it right.

Want to go deeper?

The templates live inside The Circle

The template pack gives you the words. The Circle gives you the community to use them alongside. A membership for retreat leaders who want ongoing mentorship, peer accountability, and first access to everything The Retreat Academy creates.

As retreat leaders, venue owners and retreat coaches, Polly Moore and Shaun Treloar have created a full ecosystem for retreat leaders — every part designed to support you at a different stage of your journey, from your first retreat to a fully sustainable practice.

Built around the same principles as the templates: relational, unhurried, deeply practical. This is not another course. It's a room of people who actually understand what you're doing and why it matters.

  • Monthly live sessions with Polly Moore and Shaun Treloar
  • First access to all new frameworks, templates, and resources
  • A private community of retreat leaders — peer support and real conversation
  • Hot seat sessions: bring your real challenges, leave with real next steps
  • The full 7-step template pack included in your first month
£45
per month

The template pack is included in your first month — no need to purchase separately.

Questions

A few things people ask

What email platform do I need?+
The templates are written with Mailchimp merge tags (*|FNAME|*) and include a full guide for converting them to HubSpot, ConvertKit, or ActiveCampaign. If you're just starting out, Mailchimp's free tier is more than enough.
Can I adapt these to my own voice?+
That's exactly what they're designed for. Each template comes with a note explaining the strategic intent behind every sentence — so you can rewrite it in your own words with confidence, not guesswork.
Do I need the 7-step funnel framework too?+
The templates work as a standalone pack — you can pick them up and start using them straight away. The full framework gives you the deeper thinking behind each stage, which makes the templates even more powerful. Both are included inside The Circle.
I've never run a retreat before. Will these work for me?+
Yes — in many ways it's better to start with the right communication framework from the beginning than to unlearn bad habits later. The templates will help you launch with confidence and a professional, values-aligned voice from day one.
What format do I receive?+
You'll receive an editable Word document and a PDF — both instantly downloadable. Lifetime access means every future update is included at no extra cost.
The Retreat Academy

Your retreat deserves
to be full.

Stop guessing. Stop discounting. Fill your retreat with the right people — every single time.

Get the templates — £99 →
The Retreat Academy
Fill Your Retreat — Right People, Every Time
Get access — £99