CEO Beach Week: AI Strategy Retreat
For Singular CEOs Running Real Service Businesses ($2M–$25M)
Overwhelmed. Out of the loop. Wearing every hat.
No strategic plan. No AI direction. No time to figure it out.
CEO Beach Week is for you.
You're Not Some Tech Startup Bro
You're a real CEO running a real business with real people and real problems.
Your competitors are flirting with AI.
Your team is asking questions.
And you're too buried in the day-to-day to even Google what the hell ChatGPT is.
Sound familiar?
Then get ready for three days that will change the game.
What Is CEO Beach Week?
It's not a mastermind. It's not a networking event.
It's not a group retreat or a sales pitch in disguise.
Learn AI
What it means for YOU and YOUR company, not just in theory
Build the Plan
A strategic plan you actually understand and believe in
Take Back the Wheel
Reclaim your role steering the ship, not just plugging leaks
☀️ St. Pete Beach, Florida
Three days of strategic work with sunsets over the Gulf of Mexico, beachfront workspace, and a clear head.
This retreat is about getting away from the noise, slowing down, and doing strategic work, without distractions, whiteboards, or buzzwords.
Your Experts: Jo-Anne & Wendy
Jo-Anne Newby
AI Translator for the Non-Tech CEO
You don't need a PhD in machine learning. You need someone who can tutor you in what AI actually is, what it can do for your company, and how to spot the opportunities, without making you feel stupid.
Jo-Anne's worked with real businesses, not startups or software bros. She's the creator of SavvySuite CRM and trusted advisor to leaders in highly regulated, high-responsibility industries.
Wendy Bartlett
Strategic Plan Whisperer
Wendy doesn't hand you a slide deck and walk away. She facilitates your plan with your language and your goals. She's worked with dozens of overworked owners who need to stop being the whole C-Suite and start leading again.
What You'll Get
(Besides Sunsets & Sanity)
- Daily 1:1 tutoring sessions with Jo-Anne (AI)
- Daily 1:1 working sessions with Wendy (Strategic Planning)
- All travel, lodging, meals, materials, and beachfront workspace
- Plaud.ai transcriptions + printed Strategic Plan & travel journal
- Concierge-level retreat logistics (so you don't have to think)
- Optional bonus tools built just for your business (if available)
- 30–90 days of post-retreat advisory support
Limited Retreats Available
January–April
This is invite-only for singular owners of $2M–$25M service-based companies.
Request Your Invitation
Or
Learn More →Still Stuck in the Weeds?
Here's the Bottom Line:
If you don't understand AI,
you'll be left behind
If you don't have a strategic plan,
you'll keep running in circles
If you don't make time to think,
you'll never get ahead
You need Jo-Anne. You need Wendy.
And you probably need a damn vacation.
See you soon in sunny St. Pete Beach. ☀️
Jo-Anne & Wendy