From Concept to Sold-Out Launch
Brand Development | Go-to-Market Strategy | Messaging + Copywriting | Web Design + Development
THE CLIENT
Whole Soul Retreats launched in March 2021 with a bold vision: to become the first-ever luxury CEU getaway brand for female Certified Registered Nurse Anesthetists (CRNAs). These retreats would be more than continuing education — they’d be life-changing experiences filled with groundbreaking sessions, intentional connection, and once-in-a-lifetime destinations.
As a highly educated and detail-oriented audience, CRNAs bring a unique set of expectations: professional credibility, precision, and clear value for their time. Adding to the complexity, continuing education units (CEUs) are a regulated requirement in their profession — meaning the educational content must meet strict standards while also delivering an unforgettable experience.
They needed more than a logo and a website. They needed a brand story, a clear voice, and a marketing strategy that could capture the hearts (and registrations) of an audience that demands both luxury and legitimacy.
THE CHALLENGE
Starting from scratch meant:
Defining a brand identity that resonated with both the luxury and professional elements of the experience.
Translating the founders’ passion into messaging that would inspire immediate action among a discerning, regulation-aware audience.
Standing out in a niche space where word-of-mouth and trust are everything.
Building a launch plan that could generate momentum fast — without an existing audience to tap into.
THE SOLUTION
Whole Soul Retreats partnered with CHC to take the concept from vision to reality — building every element of the brand and launch from the ground up. We worked closely with the founders to ensure the brand communicated both the professional rigor of CEU-accredited education and the luxury, connection-driven experience at the heart of each retreat. Our approach covered strategy, creative, and execution, ensuring that when launch day came, the audience was ready to say “yes.”
1. Brand Development
We started with in-depth brand workshops, diving into:
Audience profiles and buyer personas, with an emphasis on CRNA professional needs and preferences
Value proposition mapping that balanced CEU credibility with luxury positioning
Brand personality and tone of voice that conveyed expertise and warmth
Core messaging pillars and differentiators
This process gave us the foundation to build a visual identity and brand story that matched the founders’ vision and spoke directly to the CRNA audience’s motivations and regulatory requirements.
2. Messaging + Copywriting
We wrote every word of the Whole Soul Retreats website to work hard: engaging the reader, clearly explaining the value, and moving them to book. The copy was:
SEO-optimized to capture organic traffic from day one
Written in a tone that balanced luxury with professional credibility
Structured to highlight the unique blend of accredited education, community, and experience
3. Web Design + Development
Our design and development team translated the brand into a responsive, visually rich site. Key elements included:
High-impact imagery and video placement to showcase past retreat environments
Clear calls-to-action for registration and inquiries
An intuitive structure that guided users from curiosity to commitment
4. Go-to-Market Strategy
We built a comprehensive launch plan covering:
Channel recommendations
Content verticals for pre-launch, launch week, and post-launch follow-up
A content calendar to drive awareness, anticipation, and urgency
Tactical recommendations for social media, email, and partnerships
THE IMPACT
Sold out their first retreat within one week of launch — relying only on targeted Facebook ads and organic buzz.
Since launch, Whole Soul Retreats has generated over $2.1M in sales, with $540,000+ directly tied to SEO-driven traffic.
Established a loyal community of CRNAs who return for future retreats and actively promote the brand within their networks
WHAT THEY SAID
“"We advertised our first event simply on Facebook last Friday, and today... WE SOLD OUT. One week. You have such a gift and I KNOW that these sales are directly a result of YOUR gift of crafting words and strategies... Basically, I just want you to know how grateful I am that you were able to define our business and give it a foundation to explode into what I knew it could be. You put more time in than I ever imagine - you went above and beyond researching the small niche that was our client."” — Lindsey Lane, Co-Founder
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At Carter House Copy, we specialize in marketing and launch strategies that work. We know how to create messaging that sells and build go-to-market strategies that drive adoption.
If your website isn’t pulling its weight, we can help you identify the gaps, develop a roadmap, and position your brand for scalable growth.
