What is an Evergreen Sales Funnel? 5 Simple Steps to Start Yours

evergreen sales funnel
Morgan Battista

Morgan Battista

Marketing expert with 10 years of experience and owner of Pleasant View Media.

If you’re a coach, consultant, or service provider, sustainable growth is all about having a solid, reliable strategy in place. That’s where the Evergreen Sales Funnel comes into play. This model is designed to continuously attract and convert leads into loyal clients, ensuring your business thrives all year round.

The idea of constructing an Evergreen Sales Funnel might initially seem like decoding a complex algorithm. 

But it doesn’t have to be. You don’t need complicated platforms and intricate strategies to build an evergreen sales funnel that converts continuous sales and leads for you.

The Evergreen Sales Funnel isn’t just a one-time setup; it’s a growth engine that aligns seamlessly with the recurring nature of your services. It’s about creating a lasting system that works tirelessly, so you can focus on delivering unmatched value to your clients.

In this guide, we’ll explore the ins and outs of crafting an evergreen sales funnel suited for the dynamic pace of service-based businesses. Whether you’re a seasoned pro or just starting out, here’s your starting point towards building a self-sustaining business model. Ready to dive in? Your journey towards an unending cycle of success starts now!

Just a heads up, there might be some affiliate links sprinkled throughout this post. This means if you decide to make a purchase through one of these links, I’ll earn a commission at no extra cost to you.

Why an Evergreen Sales Funnel?

An evergreen sales funnel is an automated journey you create for your ideal client to go from just meeting your brand to becoming a loyal customer or client. 

What’s so awesome about an evergreen sales funnel is that it takes a little effort to build, but once it is up and running it brings you leads and sales on autopilot.

No more wondering where your next client is coming from, sending cold DM’s to a hundred people a day, or relying on only referrals to secure clients.

With an evergreen sales funnel you’ll get:

  1. Continuous Lead Generation:

    • Even when you’re not working, your Evergreen Sales Funnel is. It’s always there, online, ready to guide new prospects towards your services.
  2. Automated Nurturing:

    • It educates and nurtures potential clients automatically. By the time they reach out to you, they’re well-informed and ready to engage.
  3. Consistent Revenue:

    • With a well-structured Evergreen Sales Funnel, you can enjoy a more predictable and consistent revenue stream, which is crucial for scaling your business.
  4. Time-Saving:

    • Once set up, it requires minimal maintenance, freeing up your time to focus on delivering exceptional service to your clients.
  5. Scalable Growth:

    • As your business grows, your Evergreen Sales Funnel can be easily adjusted to match your expanding offerings and client base.


In essence, an Evergreen Sales Funnel is like having a tireless member on your marketing team, always on duty, ensuring a steady flow of clients and revenue for your business.

5 foundational steps to kickstart your Evergreen Sales Funnel.

Ready to get started? Awesome. Let’s talk about 5 steps to creating and maintaining an evergreen sales funnel that will help you scale your business with less effort.

Step 1: Niche & Offer

We need to start at the ending. The entire goal of your evergreen sales funnel is to sell your offer. So you need to be clear on that before you can start crafting the rest of the funnel. The key to an effective sales funnel is that there is a seamless transition from step to step. We don’t want to create content and lead magnets that don’t align with your ultimate offer and WHO you’re creating the offer for. 

So before we dive in any further be clear about who you’re targeting with this offer and what the offer is. 

If you’re not sure about your niche or offer here is a short video that will help you figure it out.

Step 2: Craft a Captivating Lead Magnet

Now that we know what our offer is, we can dive into creating our lead magnet. 

What is a lead magnet? It’s a free offer you give your ideal client in exchange for their email address so you can keep in touch with them and continue to market your offers to them. 

A lead magnet could be: 

  • eBooks
  • Guides
  • Checklists
  • Webinars/Masterclasses
  • Mini-courses
  • Trainings
  • Workshops
  • Case studies
  • Templates
  • Swipe Files
  • Free samples or coupon codes
  • Free consultation or quote
  • Quizzes

You can choose any of these ways to deliver the content for your lead magnet. But what you always want to keepin mind when crafting the lead magnet for your evergreen funnel is how this free offer relates to your paid offer. 

The lead magnet should be a taste of what you have to offer. It needs to give your ideal client a quick win or small transformation and make it clear to them that they need to now buy your offer to continue that winning or transformation. 

So give some good stuff! This is like a test drive. So make sure the car is in good shape and read to roll.

Step 3: Write the Email Sequence for your Evergreen Sales Funnel

Email marketing is the heart of your Evergreen Sales Funnel. Draft a compelling sequence that guides, educates, and nudges your prospects closer to that “Yes, I’m in!” moment. 

And voila! You’ve set the stage for an Evergreen Sales Funnel that’s ready to work its magic, 24/7. Remember, this isn’t just about creating a revenue stream; it’s about forging meaningful relationships and providing immense value along every step of the journey. So, gear up, embrace the fun in funnel, and watch your coaching business blossom into a realm of endless possibilities! And if the tech side has you dizzy, fret not. With the right strategy and tools, it’s a cakewalk. Are you ready to channel the evergreen magic into your coaching business?

In this email sequence, you’ll be crafting five distinct emails, each with a unique purpose yet all aligning towards a common goal: transitioning your audience from free value to a paid offer seamlessly.

The Opening Trilogy: The initial three emails are all about value addition and fostering a connection. It’s essential to remind your audience to download and utilize the freebie you’ve provided. It’s a common scenario: someone signs up, but then forgets to access the offered material. Gently nudging them to use the freebie, and supplementing it with additional insights in these emails, enhances the value they derive from your offering.

Sales Pitch Duo: The last two emails in the sequence are your pitch. By now, your audience has experienced firsthand the value you provide through the freebie and the preceding emails. It’s time to introduce them to your paid offer, showcasing how it’s the next logical step for them to advance further. Highlight how your product or service catapults them to the next level of their journey, making sure the transition feels natural and inviting.

Drip Schedule: When setting up this sequence in your email service provider, schedule the emails to be dripped out over a span of one to two weeks. This pacing allows enough time for your audience to digest the information, use the freebie, and start anticipating more of the value you provide.

Step 4: Create the Landing Page and Thank You Page for your evergreen sales funnel

A landing page is your audience’s gateway to snagging your freebie. It’s the spot where they’ll key in their email and any other details you wish to gather. Upon hitting ‘submit’, their information is whisked straight to your email service provider, triggering the email sequence we outlined earlier.

Ensure your landing page is free from distractions – no extra links or buttons that might whisk them away from your offer. The goal is simple: they either sign up, or they exit the page. It may feel a tad harsh, but at this juncture, presenting other options to explore can dent your conversion rates. It’s decision time, and you want them to take the plunge.

Now, the thank you page is more than a digital nod of appreciation. This page is prime digital estate to further engage your audience. Deliver the promised freebie here, but don’t stop at that. Offer them a chance to snag a low-ticket item or pile on some more value like an informative video, inviting them to follow your social channels.

As we venture into the tutorials below, you’ll snag more nuggets on setting up these pages effortlessly. And fret not if tech isn’t your strong suit. The setup is a breeze, ensuring you can get it done without breaking a sweat.

Step 5: Optimize your evergreen funnel for increased conversions

Creating an Evergreen Sales Funnel is a solid step towards automating your client acquisition. However, the magic truly happens when you continually optimize it for better conversions. Here’s how you can do that:

  1. A/B Testing:

    • A/B testing or split testing is about comparing two versions of a webpage or marketing asset to see which one performs better. For instance, you could test different landing page designs, email subject lines, or call-to-action buttons to determine what resonates most with your audience. The goal here is to identify the variations that lead to higher conversions and better engagement.
  2. Analyzing Performance Metrics:

    • Dive into the analytics to understand how your funnel is performing. Look for metrics like conversion rates, click-through rates, and time spent on page. These insights will tell you where the funnel is working well and where it needs tweaking. For a more in-depth understanding, consider tracking the customer journey to see how individuals move through your funnel and where they might be dropping off.
  3. Making Necessary Adjustments:

    • Based on the data you collect, make the necessary adjustments to improve performance. This could mean tweaking your landing page copy, adjusting your email sequences, or even changing the way you qualify leads. Remember, small changes can lead to big improvements.
  4. Utilizing SEO and Content Marketing:

    • Driving organic traffic to your funnel is key for reducing acquisition costs and attracting high-quality leads. Implement SEO best practices on your landing pages and create valuable, relevant content that addresses the needs and questions of your target audience. Promote this content on your social channels and consider collaborating with other service providers to broaden your reach.
  5. Regular Review and Improvement:

    • Make it a habit to regularly review the performance of your funnel and look for ways to improve. Stay updated on the latest best practices and be willing to adapt your funnel as needed to ensure it continues to meet your business goals.


By taking the time to optimize your Evergreen Sales Funnel, you’re not only improving your conversion rates but also creating a better experience for your prospects. And a better experience leads to more trust, more clients, and ultimately, more revenue for your business.

Embarking on the journey of crafting an Evergreen Sales Funnel is an investment in your business’s sustained growth and success. It’s about setting up a system that works tirelessly to attract, educate, and convert your prospects, even while you focus on delivering outstanding service to your clients. The process of setting up and optimizing your funnel is an exciting venture into understanding and meeting the needs of your clientele better.

Now that you have a glimpse into the power of an evergreen sales funnel, it’s time to dive deeper and start building your own. And we have just the right resource to get you started on the right foot. Download our free guide, Funnel Fundamentals, to take the first step towards creating a sales funnel that will continue to yield results, rain or shine. This guide is packed with actionable insights and step-by-step instructions to help you set up a sales funnel from scratch.