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RetreatForgecorporate offsites

001 / Book a walkthrough

Offsites, run like a supply chain.

RetreatForge gives SMB owner-operators one system to scope venues, lock budgets, assign owners, and prove ROI on every company offsite — no spreadsheet graveyard required.

Start planning ↗
002

Venue pipeline

Compare vetted venues by headcount, drive time, and per-head cost. Lock a hold, generate the contract, and route it for signature in one thread.

003

Budget ledger

Every line item — travel, catering, facilitation — ties to a cap you set. Overages flag before they clear, not after the offsite is over.

004

Owner assignments

Turn the agenda into accountable tasks. Each session, meal, and transfer has a named owner and a deadline your team can see.

005

ROI report

Auto-build a one-page recap: spend per attendee, attendance, survey scores, and follow-up actions your board can actually read.

006

Logistics timeline

Flights, ground transfers, and check-ins map to a single hour-by-hour run sheet the whole crew can pull up offline.

007

Approval controls

Set who signs off at which dollar threshold. Requests route, escalate, and log — so nothing gets booked on a whim.

Field reports

“We used to run our annual offsite off four spreadsheets and a group text. RetreatForge cut planning from six weeks to nine days and kept us $11k under budget.”
Danielle Portmann — Owner, Northbend Millwork
“The ROI report alone justified the seats. I finally walked into a partner meeting with a real number on what our leadership retreat delivered.”
Marcus Ojеda — Managing Partner, Cedar & Vale Advisory
“Assigning owners to every session stopped the day-of scramble. Our 40-person offsite ran on the run sheet, not on me answering texts.”
Priya Raghunathan — Founder & CEO, Latchkey Logistics

Rates

Solo

$29
per seat / month

For owner-operators running one or two offsites a year.

  • — Up to 3 planning seats
  • — Venue pipeline + holds
  • — Budget ledger with caps
  • — 1 ROI report per event
Select

Operator

$59
per seat / month

For growing teams running quarterly offsites across sites.

  • — Up to 25 planning seats
  • — Approval controls & thresholds
  • — Logistics run sheets, offline
  • — Unlimited ROI reports
  • — Priority support
Select

Enterprise

Custom
per seat / year, billed annually

For multi-brand operators with procurement requirements.

  • — Unlimited seats
  • — SSO & audit logging
  • — Custom approval workflows
  • — Dedicated success manager
  • — Procurement & MSA support
Select