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 Renee's support was truly beyond words.
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.
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.
Complete Pre-Work
Once you’ve booked your VIP Weekend, you’ll receive pre-work to help us hit the ground running. This includes questions about your offer, goals, and existing tools to give me a clear picture of your needs before our session. It’s designed to save time and ensure we make the most of our strategy session.
03.
VIP Weekend
We’ll start with a 6-hour strategy call where we’ll dive deep into your business, offer, and goals. After our call, I’ll create a comprehensive report and funnel map tailored to your offer. This includes a detailed outline of the assets, tools, and automations your evergreen funnel will need to run seamlessly.
04.
Next Steps & Support
The day after our strategy session, you’ll receive a detailed report and funnel map tailored to your offer, along with a next steps for implementing your funnel build. You’ll also get access to the session recording and 14 days of email or Voxer support to answer any follow-up questions and ensure you feel confident moving forward.
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 six-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
Unlimited access to recording of strategy session
14 days of additional support via email or Voxer and 30 min follow up call
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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