Annual Strategic Business Planning Retreat

The Annual Strategic Business Planning Retreat is a deep-dive intensive for entrepreneurs

to expand their knowledge and learn modern business strategies that will help you get on track to achieve your financial goals in 2024.

It’s time to develop your business plan so you can ensure you are on the path to success in 2024!

Reach Your Financial Goals

Have you been struggling to see the profit you are hoping for? The strategies you'll learn at the retreat will guide you in adjusting your packaging & pricing to increase profit margins so you can start charging what you're worth.

Discover Millionaire Time Management Strategies

Set yourself up for success with the time management strategies you will learn at the retreat! Learn how to invest your time wisely and you will see the return in productivity, efficiency, and top-quality output.

Create your 2024 Business Plan for Success.

Having a well-put-together business plan is essential for the success of your business! At the retreat we will evaluate last year's accomplishments and build on them to achieve bigger successes in 2024.

In just two intensive days, you’ll:

  • Identify the biggest obstacles slowing you down from reaching success

  • Say goodbye to the fears that make you second-guess your value

  • Learn key time management strategies to reclaim your schedule

  • Discover the secret to spending more time in your zone of genius

  • Get crystal clear on how you want your business to grow

  • Create an action plan to reach your 2024 goals

The Details


November 2nd + 3rd 2023 | 8:30 a.m. to 5:30 p.m.


Indigo Hotel - Mount Pleasant, South Carolina

Attire: Business Casual

As Featured In...

Meet Your Sales UpRising Coaches

Katie Nelson

Katie Nelson, Founder and CEO of Sales UpRising, has built her business around this message: Cashflow Is Oxygen. She is committed to bringing the fun back into sales and helping her clients grow their small businesses into six-figure-plus Big League Players. Katie is a speaker, consultant, and business coach with a total 25 years of sales expertise and $150 million sold in products and services. She believes that small business owners can and should harness their profit-making potential to maximize their revenue. Known as “The Sales Catalyst,” Katie has worked with hundreds of entrepreneurs to transform their companies from ideas to thriving businesses. She is adamant that any entrepreneur can sell his or her knowledge, gifts, and passions to the world, because sales is just sharing your solution.

Kelly Ann Peck

Kelly Ann Peck, is the HCIC: Head Coach in Charge with Sales UpRising, is on a mission to break molds and shatter assumptions. She firmly believes it should not be that only 10% of businesses reach sales totals of six figures or more. She’s proved it! Kelly has had a 24-year career in sales and business growth and earned more than $23 million in revenue. She has helped countless companies transform their operations and become powerhouses. She has also spent years developing the message that businesses can become the success story they were meant to be. Kelly’s expertise is in high demand. She has guested on national and international podcasts, shared her insights at major conferences across the country, and created Mastermind courses for business owners and CEOs who are hungry to get to the next level.

About the Venue

Indigo Hotel

Mount Pleasant, South Carolina

Enjoy the features of the amazing Indigo Hotel- Resort-style pool, state-of-the-art fitness facility, private yoga rooms, and upscale restaurant. Explore the beautiful town of Charleston!

Things To Do

Charleston, SC


  • Husk

  • Vickery's

  • The Obstinate

  • Daughter

  • Long Island Cafe

  • Acme Lowcountry

  • Kitchen

  • Halls Chophouse

  • Papi’s Taqueria


  • Rainbow Row

  • Mount Pleasant Pier

  • Kings Street Shopping - Downtown

  • Ghost, Food & History Tours

  • Charleston Farmers Market

  • Sullivan’s Island

  • Isle of Palms

Past attendees have loved their experience!

"I vow never to miss the retreat, because it truly made a difference in my business.  Not only did I enjoy the opportunity to get away and meet other growth-minded individuals, but I also found this time essential in planning out the upcoming year in my business.  The time at the treat opened my eyes to new ideas I would not have thought of and allowed me to put pen to paper so I walked away with a plan."

-Sierra Collins

Founder of Sierra Learnership Collaborative

""The group was an unexpected benefit that I received from the program, along with the accountability built into the program each month. The retreat reminded me how important it is to do annual planning and put pencil to paper to see what’s possible (and not possible)! This changed my entire focus for the year."

-Amanda Zack

Founder of Lantern Room Creative

"Business owners are typically stuck working IN the business rather than working ON their business. The Retreat was the perfect way to take a step back from the daily grind of working in the business and prepare for the year ahead. I got to connect with other business owners, gain important insights for my business from Katie and Kelly, and learn from everyone in the room. I can't wait for the next one!”

-Troy Riemer

Founder of Red Clay Creative

Annual Strategic Business Planning Retreat

Reach Your Business Goals In 2024