A ONE-DAY RESET FOR YOUR LIFE AND BUSINESS

The Happy Agent Retreat Day is a chance to reset.

This isn’t just a day of coaching—it’s a retreat from the chaos, where you’ll simplify, get organized, and reimagine your real estate business to align with your dream life!

Think about the calm after decluttering a room—everything in its place, the space to breathe. This retreat will do that for your business and life. In one immersive day, we’ll clear out the overwhelm and makeover your business so you have time and energy for what truly matters.

Does this sound familiar?

"My real estate business is running me, not the other way around."

"I’m always busy, but it doesn’t feel like progress."

"On paper, I’m successful, but in reality, I’m burned out."

"I’ve plateaued and aren’t really sure what to do about it.”

It’s time to break free from the everyday grind and reset with intention. The Happy Agent Retreat Day will help you get clear, energized, and organized!

YOUR RETREAT DAY INCLUDES:

  • 6-Hour One-on-One Intensive

    Spend a full day with me via Zoom, where we’ll dive deep into your world and clear out what’s not serving you. Together, we’ll build a customized Happy Agent Matrix to streamline your business and create more space for your personal life. It’s a productive, yet peaceful day designed to bring clarity and focus.

  • The Happy Agent Goodie Box

    Delivered right to your door with everything you need to make this day extra special—from tools and resources to a few inspiring surprises.

  • Two 60-Minute Follow-Up Sessions

    To keep your momentum going, you’ll have two follow-up sessions to help implement your plan and make sure you're on track.

    Add-on sessions can be booked in hour increments. Most clients typically move to a monthly hour-long session after the initial package.

Would an in-person retreat day be more your speed? We can craft a custom retreat package for you! Book a Discovery Call and we can discuss details.

The HAPPY AGENT METHOD 5 STEP PROCESS

  • Our first step to creating your custom plan is to clean out your life and business closet! We collect all the activities you’re currently doing, all the things you want to be doing, along with all business offerings.

  • Once we finish unpacking, we rank everything based on enjoyment and how much money you make, then place them on your Happy Agent Matrix. This creates an incredibly detailed map of your life and business and is the foundation for our day together.

  • In this step, we analyze and prioritize what stays, what goes, and what can be delegated. This includes bringing in any systems, processes, or people to help optimize your business.

  • This step is where the ah-ha’s really come alive. We’ll discuss how to implement your takeaways and make an actionable plan so you’ll know exactly what to do. For example, you may learn where you can start setting boundaries or implement new staff or systems.

  • We will have 2, 60-minute one-on-one integration/accountability sessions (phone or Zoom), where we discuss your progress, chat about your wins, problem-solve challenges, and make sure you’re on the track to a radically joyful life and business.

“Business planning with Lindsay has been so valuable to my real estate career. Lindsay helped me build on what I already felt comfortable doing to build my client list, and helped me build a tailored plan that I was excited to execute and grow!”

- Sarah Brazell, Multiple Six-Figure Agent + World Traveler

“Where do I begin? I have a lot to say about Lindsay, and I'm a tough critic! I have been in the real estate business since 2015, and I unequivocally owe my success to Lindsay. She is a dynamic and inspiring person who delivers the necessary information in an engaging way, while also motivating and challenging those she's working with. I am grateful for the education, mentorship and continued guidance I receive from Lindsay. And to top it all off she has the best sense of humor!

— Julie Lubin

READY TO RESET YOUR LIFE AND BUSINESS?

Book your Discovery Call today to learn how The Happy Agent Retreat Day can help you make space for success and happiness.

FAQS

  • The Happy Agent Retreat Day package costs $1,795, which includes everything listed above.

  • This is best suited for top producing solo agents, team leaders or brokerage owners who need a reset on their life and business.

  • This is designed to help you get clear on how to create a real estate business you love. If you don’t feel like I delivered on that promise at the end of your retreat day, I will refund 100% of your payment.

  • Book your Discovery Call or email hello@happyagent.co to get started!

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