№ 001 The Retreat Quarterly · Spring/Summer Editions
EST. 2024 · GLOBAL · 92 COUNTRIES
The operating system for company offsites

Bring your team together,
anywhere in the world.

Retreatly is the end-to-end platform corporate travel teams use to source venues, build agendas, manage attendees, and measure the impact of every offsite — from a 12-person founder summit to a 1,500-person global all-hands.

FIELD NOTES · ISSUE 01
Destinations
2,400+ curated
Venues
18,300 vetted properties
Vendors
6,100 facilitators & activities
Avg. plan time
From 9 weeks → 11 days
Avg. savings
22% per attendee

“The most strategic 0.4% of payroll a company will ever spend — done with care, measured with rigor.”

Photography · Lisbon, Portugal Sunrise over Sintra, hosting a 64-person engineering offsite for a Series C fintech
Imagery · Dolomites Leadership summit, 18 executives, 4 days
Trusted by people & travel teams at
Northwind parallel ◇ Meridian Halcyon Labs orbital FIELD / CO Cartograph fern&forge
№ 02 · The platform A → Z, in one place

Every retreat ever planned, finally in one operating system.

Sourcing, logistics, vendors, attendees, agendas, budgets, approvals, mobile, comms, risk, and ROI — Retreatly replaces eight tabs, four spreadsheets, two WhatsApp groups, and a binder.

i.

Plan with intention.

AI-curated destinations and venues matched to your team's size, budget, climate, accessibility, and culture goals. Compare proposals side-by-side; lock in 90% faster.

ii.

Move with confidence.

Flights, transfers, rooming, dietary, visas, insurance, and consent — all orchestrated from a single attendee record with built-in approval workflows finance actually trusts.

iii.

Measure what mattered.

Pre/post sentiment, NPS, qualitative themes, and 90-day retention deltas — proving the offsite paid for itself before the next planning cycle begins.

№ 03 · Capabilities, in brief Index

One system. Fourteen chapters.

Each module is best-in-class on its own. Together they read like a single, well-edited story — from first ping to post-trip retrospective.

01Venue SourcingAI-ranked properties matched to size, budget, vibe & accessibilityDiscovery
02Destination IntelligenceClimate, visa, safety, seasonality & team-distance heatmapsDiscovery
03Accommodation ManagerRooming charts, sharing prefs, accessibility, late arrivalsLogistics
04Travel & TransfersFlights, ground, visas, insurance, carbon accountingLogistics
05Agenda BuilderDrag-and-drop sessions, room blocks, conflicts & energy curvesProgramming
06Activities & ExcursionsCurated experiences from 6,100 vetted local operatorsProgramming
07Vendor MarketplaceCaterers, facilitators, AV, photographers — RFP & contracts in-appMarketplace
08Budget & ApprovalsLine-item budgets, per-attendee math, finance-grade exportsFinance
09Attendee ManagementRSVPs, dietary, profiles, +1s, consent & medicalPeople
10Mobile CompanionDay-of agenda, maps, broadcasts, polls, photo wallOn-site
11Live Ops & CommsReal-time updates, weather pivots, head-counts, lost-bag trackingOn-site
12Risk & Duty-of-CareTraveler tracking, incident response, 24/7 medical conciergeSafety
13ROI & SentimentPre/post surveys, NPS, retention deltas, qualitative themesMeasurement
14Follow-Up Automation90-day nudges, commitments, photo digest, lessons learnedAfter
Chapter I · Venue & Destination Sourcing

The right place, found in minutes.

Tell Retreatly the shape of your team and the goal of the trip. Our AI synthesizes 18,300 vetted properties across 92 countries, ranks them by fit, and returns five proposals you'd be proud to send to your CFO.

  • Smart match. Climate, accessibility, travel-distance heatmaps, sober-friendly, dietary range, and your last three retreats.
  • Live proposals. Direct connections to GMs at top properties — real availability, not stale rate sheets.
  • Side-by-side. Compare any 4 venues across 32 normalized criteria; export a board-ready brief in one click.
92Countries
18.3kVetted venues
11 daysAvg. to lock
retreatly · sourcing — q3 leadership offsite, 64 pax
Recommended for you AI fit · 94%
Coastal Within 6h flight $900–1,400 / pax Sept · Week 38 + 4 filters
Quinta da Serra
Sintra · PT54 rooms
$1,180 / pax96% fit
Cap Rocat Estate
Mallorca · ES72 rooms
$1,310 / pax93% fit
Bürgenstock Reserve
Lucerne · CH88 rooms
$1,420 / pax91% fit
Hudson House
NY · US46 rooms
$980 / pax88% fit
Chapter II · Agenda & Programming

An itinerary your team will actually love.

Drag sessions onto a timeline that understands jet lag, meal windows, weather, and energy curves. Pull in facilitators from the marketplace. Send personalized day-by-day cards in one tap.

  • Energy-aware. Retreatly warns you before you stack three deep-work sessions after a 4am red-eye.
  • Tracks & breakouts. Parallel tracks for engineering, design, GTM — auto-assigned to the right room, no double-booking.
  • Personalized. Every attendee sees their own version with rooming, dietary, and the people in their breakout.
3.4×Faster to build
87%Session-fit score
0Conflicts shipped
retreatly · agenda — day 02 of 04 · sintra, pt
Day 02 Wed · Sept 17
64 attendees · 4 tracks
All-hands Eng GTM Leadership 08:00
Breakfast · Garden Terrace
08:00 – 09:30 · all attendees
09:30
Keynote · The year ahead
09:30 – 10:30 · Salon Real
11:00
Workshop
facilitator: M. Okafor
Architecture jam
Library room
Pipeline review
Boardroom A
Exec 1:1s
Veranda
13:00
Long lunch · Vineyard
13:00 – 15:00 · mixed seating · catering by Sintra & Sons
15:30
Hike · Cabo da Roca
guides & transport included
Studio · Pottery & tile
opt-in · 18 spots
19:30
Dinner · Cliff terrace · "the year so far"
19:30 – late · founders' toast at 20:30
Chapter III · Budgets & Approvals

The line item your CFO can actually trust.

Build a per-attendee budget that updates live as plans evolve. Route approvals through finance and HR with a clean audit trail. Reconcile against POs and AmEx on the way home.

  • Per-attendee economics. Roll-ups by department, region, seniority — see exactly what each headcount costs.
  • Approvals built in. Multi-stage workflows for People, Finance, Legal. Conditional thresholds. SLA tracking.
  • Reconciliation. Sync to NetSuite, Workday, Ramp, Brex, SAP — close the books a week sooner.
22%Avg. savings
8 daysFaster close
Audit-readyBy default
retreatly · budget — sintra leadership offsite
$ USD 64 attendees · 4 nights v.07 · last edit 2h ago
CategoryAllocatedCommittedStatus
Accommodation $58,400
72%
Flights & transfers $41,200
88%
F&B $22,800
64%
Activities & vendors $14,650
54%
AV & production $9,200
104% ↑
Contingency (5%) $7,322
18%
Per attendee · landed
$2,397
Approval chain
People · A. Reyes Finance · K. Tan CFO · pending
Chapter IV · Vendor Marketplace

The world's best retreat suppliers, on tap.

6,100 vetted facilitators, caterers, photographers, AV teams, instructors, and local fixers — each rated by real corporate offsite planners. Quote, book, and pay through Retreatly.

  • One-tap RFP. Send a brief to five suppliers at once; compare quotes line-by-line.
  • Contracts & payments. e-signature, deposits, milestone payments and tax-handling baked in.
  • Vetted & insured. Every vendor carries liability cover and a Retreatly review badge before they show up.
6.1kSuppliers
4.8 ★Avg. rating
48hMedian RFP
retreatly · marketplace — sintra · activities & vendors
Within 30km Group size: 64 Wed PM
189 results
F
Maria Okafor
Facilitator · Strategy
★ 4.95 · 142 trips$3.2k/day
C
Sintra & Sons
Catering · Farm-to-table
★ 4.9 · 88 trips$84/pax
A
Atlas Coast Hikes
Activity · Outdoor
★ 4.86 · 211 trips$58/pax
P
Studio Azulejo
Workshop · Ceramics
★ 4.92 · 64 trips$120/pax
M
Belem AV
Production & AV
★ 4.81 · 96 tripsQuote
Φ
Inês Tavares
Photographer · Editorial
★ 4.97 · 73 trips$1.4k/day
Chapter V · Attendees & Travel Logistics

Every traveler, every detail — handled.

From the first invite to the last late-arrival pickup at 2am: RSVPs, dietary, accessibility, rooming, travel preferences, visas, and consent — all in one record, all syncing with your HRIS.

  • Single attendee record. Profile, history, prefs, allergies, sharing comfort — all SOC 2 secured.
  • Travel that just shows up. Flights booked through GDS or self-book reconciliation. Transfers awaiting at arrivals.
  • HRIS sync. Workday, BambooHR, HiBob, Rippling — invitee lists stay in sync without a CSV in sight.
98%RSVP capture
12k+Travelers monthly
0Stranded so far
retreatly · attendees — sintra leadership offsite · 64 of 64 confirmed
All By department By region Late arrivals
filter ⌘ + K
AttendeeTravelRoomingStatus
AR
Aliyah Reyes
VP People · NYC
DL 218 · arr 09:40
Transfer ✓
Room 214 · single
Vegan
Ready
KT
Kenji Tan
CFO · SF
UA 902 · arr 11:20
Transfer ✓
Suite 301 · single
Gluten-free
Ready
MO
Maya Okonkwo
Head of Eng · Lagos
TP 209 · arr 14:50
Visa: confirmed
Room 220 · single
None
Ready
JL
Júlia Lopes
CRO · São Paulo
LA 8064 · arr 23:50
Late · driver booked
Room 305 · single
Pescatarian
Late arr.
SP
Sofia Patel
CTO · London
BA 502 · arr 12:05
Wheelchair access
Room 110 · accessible
Halal
Ready
DK
Dimitri Kovač
Chief of Staff · Berlin
LH 1170 · arr 10:35
+1: Elena (partner)
Room 215 · shared
None
In transit
Chapter VI · Mobile Companion & Live Ops

The offsite, in their pocket.

A beautifully simple mobile app for attendees — personalized agenda, maps, broadcasts, polls, breakout matchmaking, a photo wall, and a single SOS button connected to a real human, 24/7.

  • Personal agenda. Each attendee sees their day, room, breakouts, and the people they're paired with.
  • Broadcasts & pivots. Weather, gate changes, surprise dinners — push updates in a tap.
  • Live polls & Q&A. Anonymous reactions through every session; export themes the moment a talk ends.
96%DAU during trip
< 90sAvg. broadcast
24/7Real-human SOS
9:41•••
Day 02 · Wed Sept 17 · Sintra
Good morning, Aliyah.
Now
09:30 · Salon Real
Keynote · The year ahead
11:00 · Library
Workshop · Trust at scale
with Maria Okafor
You
🌿
15:30 · Cabo da Roca
Hike · Coastal trail
3.2km · easy · bus 14:50
RSVP
9:41•••
Live Ops · Broadcast
A small change for tonight.

Weather's looking soft on the cliff terrace — we've moved dinner indoors to the Library Hall. Same time (19:30), same toast at 20:30. Wear the warm layer you packed. ☀️

Sent to 64 attendees · 11 reactions in 12s
📍
Library Hall
Ground floor · east wing
2 min walk from rooms
Live
Chapter VII · The AI that quietly carries the team

An assistant that has planned 28,000 offsites already.

Retreatly's planner is trained on a decade of corporate retreat outcomes — what worked, what didn't, what attendees actually wrote in the post-trip survey. Ask in plain English. Get a defensible plan, in seconds.

A. Reyes “64 leaders, week of Sept 15, ≤ 6h flight from JFK, $1.4k all-in. Vibes: serious, not boozy.” Sourcing
A. Reyes “Build a Day 02 that protects deep work in the morning and gets people outside before dark.” Agenda
A. Reyes “Who on the team haven't met yet? Pair them at lunch — but never on Day 01.” Matchmaking
Retreatly · drafted in 4.2s
  1. Sintra, Portugal · Quinta da Serra. 96% fit. 4h45m from JFK, weather forecast clear, calm. $1,180/pax landed — 16% under your cap.
  2. Mallorca, Spain · Cap Rocat. 93% fit. Stronger leadership-summit history; one allergy flag (shellfish-forward menu).
  3. Hudson Valley, NY · Hudson House. 88% fit. No flights for 22 of 64; carbon-budget winner. Smaller plenary room.
Trade-off detected · Mallorca's earliest flight back lands NYC 23:50See impact ↗
Vendor risk · Cap Rocat AV is single-sourced this weekSource backup ↗
ROI prior · Coastal venues outperform inland by 8.4 NPS for leadership cohortsSource ↗
Chapter VIII · Impact & ROI

Prove the offsite paid for itself.

Retreatly measures what most teams never bother to: pre/post sentiment, qualitative themes, 90-day retention deltas, and commitment follow-through. Walk into your next planning cycle armed with evidence.

  • Sentiment baseline. Surveys auto-fire 7 days before and 14, 45, 90 days after.
  • Theme analysis. AI clusters free-text feedback into actionable themes — anonymized by default.
  • Retention lift. Connects to your HRIS to quantify the retention dollar value of every retreat.
+14NPS lift, avg.
3.2×ROI vs. cost
−18%90-day attrition
retreatly · impact — sintra leadership offsite · day +45
NPS+62▲ 14 vs. baseline
eNPS lift+22▲ Sustained at d45
90d attrition−18%▲ Cohort vs. control
Cost per insight$48↓ vs. $124 prior
Sentiment curve · pre / post · daily peak Day +12
Top themes
Trust across teams · 41 Decision velocity · 28 Strategic clarity · 24 Off-the-record convos · 19 Food & pacing · 11
№ 09 · Built for the people who actually do this work Solutions

One platform. Many seats at the table.

Retreatly was designed with executive assistants and corporate travel teams first — then opened up for People Ops, Finance, and Leadership. Every role has a view tailored to how they actually think.

Corporate Travel Team

Run a global program with the rigor of a TMC, the warmth of a concierge.

Centralized policy, preferred suppliers, traveler safety, sustainability accounting, and global currency handling.

  • Travel policy enforcement
  • GDS & NDC integrations
  • Duty-of-care + tracking
  • Sustainability scorecards
Executive Assistant

Plan a leadership summit before lunch, send a board-ready brief by 2pm.

Templates, approvals, calendar blocks, and exec preference memory — even the obscure dietary one from 2023.

  • Exec preference profiles
  • One-click brief generator
  • Calendar & Outlook sync
  • White-glove support
People Ops & HR

Connect culture to numbers your CEO can quote.

Engagement, eNPS, retention, qualitative themes — wired to HRIS so the story persists between trips.

  • HRIS bi-directional sync
  • Sentiment & theme reports
  • Cohort retention analytics
  • Inclusive-by-default surveys
Office & Event Managers

Move from "the calendar person" to the strategist in the room.

Templates for quarterly off-sites, run-of-show timelines, vendor playbooks, on-site mobile control.

  • Run-of-show timelines
  • Vendor playbooks
  • On-site live ops
  • Photo & archive vault
Finance

A line item with a story behind every dollar.

Per-attendee economics, multi-currency, ERP integration, audit trails, and forecast vs. actual the moment the bus pulls away.

  • NetSuite · SAP · Workday
  • Multi-currency & FX hedge
  • Per-cost-center reporting
  • Audit-ready exports
Leadership & Founders

Spend the time you have on the company — not the spreadsheet.

Define the goal, approve the plan, and walk in to a trip that actually serves the strategy you came to set.

  • Goal-to-agenda alignment
  • Post-trip commitment tracker
  • Quarterly leadership cadence
  • Executive briefing room
№ 10 · How a Retreatly retreat comes together Process

From blank page to boarding pass.

A typical 80-person Q3 offsite, planned end-to-end inside Retreatly. Average elapsed time: 11 working days.

Day 01 · Brief

Set the goal, not the venue.

Define attendees, budget, theme, and outcomes. Retreatly returns five sourced venues by morning.

Day 02–04 · Source

Five proposals, side-by-side.

Compare real availability, GM intros, and a board-ready brief — pick a finalist and a backup.

Day 05–07 · Build

Agenda, vendors, budget — locked.

Drag-and-drop the program, invite facilitators, send approvals, and run the math live with finance.

Day 08–11 · Travel

Invite, book, brief, board.

RSVPs, flights, transfers, rooming — all orchestrated. Mobile app opens. The trip begins.

№ 11 · Security & duty-of-care

Built for the compliance review.

Retreatly is the offsite platform IT and Legal already approved. Enterprise-grade security, global data residency, and duty-of-care concierge available everywhere your team goes.

SOC 2 · Type II ISO 27001 GDPR CCPA HIPAA-ready PCI DSS
SSO & SCIMOkta · Azure AD · Google · OIDC
Data residencyUS · EU · UK · AU · SG
Role-based accessGranular · audit-logged
PII vaultField-level encryption
Travel insuranceIncluded on every trip
24/7 medicalConcierge in 92 countries
Incident response15-min SLA · global
Carbon accountingScope 3, audited offsets
№ 12 · Pricing Three editions

One subscription. Every retreat for the year.

Annual plans priced by company size, with unlimited retreats and unlimited seats for the planning team. Pay-as-you-book for vendors and travel, with negotiated rates passed through.

Starter

For founder-led teams of 10–80.

$1,200/ mo · billed annual
  • Up to 4 retreats / year
  • Sourcing, agenda, attendees, budget
  • Marketplace access · standard rates
  • Mobile companion app
  • Email support · 24h SLA
Start a trial
Most chosen Scale

For people teams running a global cadence.

$3,800/ mo · billed annual
  • Unlimited retreats & events
  • HRIS & ERP integrations
  • Approval workflows · SSO · SCIM
  • Marketplace · preferred rates
  • Sentiment & ROI suite
  • Concierge-on-call · 1h SLA
Book a demo
Enterprise

For corporate travel teams & the Fortune 500.

Talk to us· custom
  • Global program management
  • GDS / NDC · TMC interop
  • Data residency · private cloud
  • Dedicated CSM & planners
  • Custom marketplace & vetting
  • 24/7 duty-of-care
Contact sales
№ 13 · Field notes Dispatches

Heard around the long table.

From the people who used to be the calendar person — and now run the global program.

We went from planning two offsites a year, badly, to running quarterly. The CFO asked us to do it more often. That's a sentence I never thought I'd hear.

Priya Anand · Chief of Staff, Halcyon Labs · 240 employees

The post-trip report did half my next budget conversation for me. Retention was up 18% in the cohort that came. The math basically argued itself.

Marco Renteria · VP People, Cartograph · 1,400 employees

Our travel team used to live in twelve spreadsheets. Now we run forty programs a year from one window, and Legal stopped flagging us in audits.

Hana Okabe · Global Travel Lead, Northwind · 7,200 employees
№ 14 · Begin

Pick a country.
Pick a week. Bring the team.

30-minute demo. We'll source three live venues that fit your team before the call ends, build a sample agenda on the screen, and hand you a budget you could send to finance the same afternoon.

North America
+1 (415) 555-0179
hello@retreatly.co
Europe
+44 20 4525 8120
europe@retreatly.co
Asia-Pacific
+65 6911 4407
apac@retreatly.co