Effortless Launch Evergreen Clarity Plan
Create a Clear, Actionable Plan for Your Evergreen Funnel in One Weekend
The Evergreen Clarity Plan is for service providers, coaches, and course creators who want to stop second-guessing their strategy and move forward with a clear and custom evergreen funnel plan for their signature offer on Kajabi or Membervault.
Your high-ticket clients expect a
seamless, polished experience.
I ensure you deliver exactly that. I’ll help you design a stress-free, streamlined experience that wows your clients at every turn. From smooth onboarding to personalized touchpoints, your systems will exude professionalism and sophistication. Every interaction—from sign-up to completion—will feel intentional, high-end, and perfectly aligned with your brand.
Struggling With Your Funnel? Here’s What Might Be Holding You Back...
Your evergreen course is ready. Your vision is clear.
But when it comes to building the funnel that connects your audience to your offer seamlessly...you’re stuck.
You’ve been trying to piece together an evergreen funnel, but…
You don’t know where to start or what tools to use
Your tech setup feels overwhelming and confusing
You’re spending hours on manual tasks instead of serving your clients
Your funnel isn’t converting—or even finished—because you’re stuck in the details
You’re unsure how to create a smooth, motivating experience for your students
Sound familiar? It’s not your fault. Most people jump into building funnels without a clear roadmap or the right tech setup.
That’s where the Evergreen Clarity Plan comes in.
“AMAZING. I wish I had a million more courses to launch because I know Shauna would knock it out of the park”
"I cannot speak highly enough of Shauna. She is SO knowledgeable - a total wizard with all the tech things. She is brilliant at not only setting things up, but also masterminding the sales sequence and customer 'nurture' flow. "
BRITT ROHR
FOUNDER, SWELL PRESS.
Introducing the...
Your personalized step-by-step blueprint for a high-converting evergreen funnel—simplified and stress-free, delivered in just one weekend.
During our Zoom session, we’ll work together to simplify your tech and create a step-by-step plan to build the automated funnel your business needs. This is the pre-requisite you’ve been missing for a successful evergreen system.
Here’s How We’ll Work Together:
Step 1: Funnel Foundations
We’ll kick things off with a deep-dive strategy session to understand the core of your evergreen funnel. This is where we’ll clarify your audience, define your offer’s transformation, and outline the traffic strategies that will bring your funnel to life. You’ll walk away with a buyer journey map and an audience targeting guide to ensure your funnel is built with intention.
Step 2: Asset Assessment & Strategy
We’ll review your existing assets—sales pages, email sequences, and tech platforms—to identify what’s working and what’s missing. Then, I’ll provide clear, actionable recommendations for how to improve or create anything your funnel needs.
Step 3: Tech & Automation Plan
With a clear understanding of your funnel’s structure, we’ll plan out the tech stack and automation workflows to bring everything together. We’ll audit your existing tools, recommend integrations, and create a blueprint for seamless operations. This includes mapping out email workflows, tagging systems, and the platforms that fit your business best.
Step 4: Funnel Flow & Next Steps
Finally, we’ll pull it all together with a high-level funnel flow diagram that outlines the entire customer journey—from lead generation to purchase. We’ll define specific next steps, prioritize tasks, and create a clear timeline for moving forward. By the end of this phase, you’ll have a complete roadmap and confidence in the path ahead.
During the VIP Weekend, We’ll Focus on Your Biggest Goals:
Map out every step of your evergreen funnel
Identify and organize the assets you’ll need (no more surprises!)
Understand how your automations will work, from leads to sales
Pinpoint the best strategies for getting traffic to your offer
Review and optimize existing assets (copy, pages, emails, etc.)
Ensure your funnel creates an effortless, high-ticket customer journey
Shauna's support was truly beyond words.
Shauna's support was truly beyond words. This incredible woman not only dedicated her time but also held my hand throughout the entire process. Her remarkable patience and ability to explain every detail made working with her an absolute breeze. In a world where people like her are rare, I feel blessed to have crossed paths with someone so genuinely caring. Thank you, Shauna, from the bottom of my heart. Your kindness has made a lasting impact.
HEATHER C.
Heather Chuan Fitness
Who Is the Evergreen Clarity Plan For?
This VIP Weekend is perfect for you if:
You’re transitioning from 1:1 offers to an evergreen online course
You want to stop live launching and start offering year-round access to your program
You have a high-ticket or signature offer ready to sell but need the backend built
You’re overwhelmed by tech and need a clear plan
You value simplicity and want an experience that’s easy for both you and your students
Why Work With Me?
Map out every step of your evergreen funnel
Identify and organize the assets you’ll need (no more surprises!)
Understand how your automations will work, from leads to sales
Pinpoint the best strategies for getting traffic to your offer
Review and optimize existing assets (copy, pages, emails, etc.)
Ensure your funnel creates an effortless, high-ticket customer journey
How it Works
01. Book a Call
Schedule a call to discuss your goals and so we can assess whether the Evergreen Clarity Plan is right for you. If we’re a good fit, I’ll send over the contract and invoice to secure your VIP Weekend date.
02. Strategy
Before building anything, we’ll map your full funnel from discovery to purchase. In this strategy session, we’ll outline your customer journey, platforms, and automations. You’ll receive a detailed report and funnel map within 72 hours.
03. Tech Setup
Once your strategy is complete, I’ll set up your funnel and automations for a seamless build. If your project needs additional complexity (multiple offers, asset builds, etc) I’ll outline those as add-ons before we begin.
04. Support
After everything is live, you’ll have 30 days of support to troubleshoot, test, and optimize your funnel. You’ll also receive a 30-day optimization report to help you track performance and next steps.
I had my VIP Weekend for my digital course using Membervault. Shauna is very through and detailed with her expertise.
Shauna is not one of those digital specialist who just throws up your site and leave you in the dark. With her 'Done In A Weekend' service, you will walk away with knowing how to manage your digital product and the site. She walked me through the process of understanding the 'back-end' of the site and the systems that are connected with it. She also provided tutorials and follow-up videos to help me sustain my site. If you are looking to take your business to the next level with providing digital products using Kajabi or Membervault, I highly recommend Shauna for your digital service needs. You will be glad that you did.
SHAUNTAE H.G.
Confidently Melanated
Preferred Tools of the Trade
Here's What's Included
Investment: $2,500
30-minute Kick-Off Call to clarify your prework, expectations, and VIP Weekend plan.
A 2-hour strategy session via Zoom, focused exclusively on your offer and workflow.
A customized funnel map and detailed report with action plan & next steps for implementation
Tech implementation and automation buildout
Funnel testing to ensure all tools and automations run seamlessly
Unlimited access to session recording
14 days of post-launch support via email or Voxer
30-minute follow-up call for optimization and next steps
Ready to get started?
The first step is figuring out if an Evergreen Clarity Plan is right for you. Book a call by picking a day and time below.
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