Ultimate Guide to Funnel Essentials

Make More Time for Life

I quit the corporate career I loved because I couldn't manage career + side-business...
My content is dedicated to help 'ultra-busy' people like you create a full time or side business on your own terms.

Read Time: 7 min // Implementation Time: 1 hour

Before we get into the goody goods, here is a quick peek at my shopping list for Black Friday (biz edition)

For Clients (yes, templates are sort of my love language 🥰):

Renewing for another year:

Ok, there is a lot for clients in there but I have almost everything I need to run the business and now I invest mostly in training for my team and ways to help clients get faster results (instead of a welcome box, I decided to curate funnel templates for the Sprint)

So if you are putting your program on evergreen or creating a new funnel, here is what you’re gonna need:


1) ADS and POSTS

What is it: Paid ads and social media posts create ‘traffic’ to your evergreen funnels. You can’t sell if people don’t see your offer, so it's vital that you create content that attracts quality leads while repelling people that your program doesn’t serve or help 🙂

What resources you need: You will need ads and promotional post GRAPHICS and COPY that are designed to convert (not your regular stuff).

Buy on Black Friday:

In real life: One of my ads to promote the Evergreen Sprint program…like it? Buy the template here. 


What is it: You will need pages to host your content and move your lead through the steps of the funnel. Most common pages you will need for an evergreen funnel:

  • Registration (lead magnet, webinar, challenge, book-a-call, etc)
  • Thank You (event or program thank you page)
  • Replays (webinar and challenges)
  • Sales Page

What resources you need: You need a website platform (I use Showit and most clients use WordPress or Kajabi) or a page creator (LeadPages, Flodesk new page creator tool, etc).

Buy on Black Friday:

In real life: Evergreen Sprint page I designed based on the Margarita Sales Page (totally different right?!


What it is: Software that hosts webinar recordings, your lead magnet PDF, program lessons and more so people can access through the funnel.

What resources you need: It depends on what you are creating but the most common resources needed are shared drives (Google, Dropbox) to share lead magnets.

Video presentations can be hosted for free on YouTube (accessed via replay page) or paid software like EasyWebinar or Demio (where you can control a lot of customer data like watch time, etc).

If your course or program has video lessons and downloadables, Kajabi is the top option to host the program and create student accounts while Searchie has upped their membership game this year.

Buy on Black Friday:

If you want an affordable (but glitchy) alternative to Kajabi + EasyWebinar for webinar funnels, I recommend Thrivecart + WebinarKit (lifetime for $690 + $97)…it will save you a pretty penny but you will need some tech skills to integrate and keep this tech running properly.

In real life: It is not perfect and the price is sort of hefty but the way information is organized inside Kajabi is truly amazing!


What it is: You will use emails to communicate, nurture, sell and deliver your evergreen programs, so it gets its own category in this list.

What resources you need: Email marketing software – can be part of all-in-one or a standalone.

Buy on Black Friday:

  • Kajabi (if you are already buying Kajabi, then use it for emails as well)
  • Flodesk (50% off first year – budget friendly but you’ll need to use Zapier for complex automation)
  • Launch Firestarters (for all sorts of email templates you’ll need to sell your program)

In real life: Flodesk stunning (and powerful) automated sequences


What is it: For funnels to perform way beyond industry average, we use a number of strategies to enhance performance (so your program doesn’t just collect ‘dust’ in evergreen).

What resources you need: Most common funnel ‘boosters’:

  • Deadline Funnels (for true urgency)
  • WarmWelcome or VideoAsk (to communicate and personalize your pages)
  • ConvertHub (from DeadlineFunnels)

Buy on Black Friday: Deadline Funnels has a once-a-year promotion you can’t miss. It starts on Black Friday so keep this link to take advantage of it.

In real life: Here is Deadline Funnels in practice for one of our clients:

🛍 How’s that for a Black Friday Evergreen Roundup?

And some offers will start later this week so I’m putting together a shop to keep you up to date on all the promos going on!

Bookmark the Shop

Your business shopping assistant,


This post contains affiliates and I might get a small commission if you buy from it at no extra cost to you.

Happy Shopping!

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Read the Comments +

  1. […] **Check out the Ultimate Guide to Funnel Tech […]

Hi, I'm Roberta

What I really love is to park my 40-yo bod on a beach, sip Bellinis and hang out with the fam....so I'm on a quest to make my business work for me  and enjoy more of that good life!

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Roberta West

Even when I didn't have money to buy lunch, I always knew I was meant for so much more...

I've lived a million lives...from borrowing school uniform to attend high school to getting into all 3 major universities in Brazil to moving to the US with a thousand bucks and a scholarship to getting a 6-fig salary right off school and an expat assignment in Denmark...
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My lives have been pretty amazing and I'm ready to share + show you the way (if that's what you want) in those pages.
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