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Part 6 — Sustain & Amplify: Memberships, Evergreen Funnels & Licensing

  • kitkat53
  • Jan 10
  • 7 min read

You’ve done the glorious work of finishing, launching, and scaling a product. Part 6 is the playbook for turning that lovely one-off into steady income: memberships that people keep paying for, evergreen funnels that sell while you make tea, and licensing moves that turn your art and content into repeat revenue. Below you’ll find step-by-step blueprints, ready-to-send email sequences, an evergreen funnel script, a licensing one-pager you can drop into outreach, a contractor trial brief, SOP templates, and the core metrics to track so this all pays for itself.

Why this matters (short)

One sale is validation. Predictable sales are freedom. Build one reliable funnel, one membership tier, and one licensing path — and you’ve replaced hustle with systems. That’s the point: setup once, collect proof, then scale without burning out.

Quick roadmap — what we’ll build here

  1. A membership model + 6-email onboarding sequence.

  2. An evergreen funnel (tripwire → evergreen mini-course/webinar → core → upsell) with exact scripts.

  3. A licensing one-pager + outreach email you can send tomorrow.

  4. A contractor trial brief for hiring a VA/designer.

  5. Five short SOP templates to delegate weekly work.

  6. A simple LTV/ROAS dashboard and the 6-month revenue roadmap.

1 — Memberships that people actually join

Choose your model (pick one)

  • Library: members get a vault of resources + monthly drops. Low friction.

  • Community: paid forum + monthly topic calls. Higher retention if you’re actively present.

  • Hybrid: library + monthly live Q&A (sweet spot for creators).

Pricing & tiers (rule of thumb)

  • Trial tier or low entry: $5–$9/mo (broad top of funnel).

  • Core tier: $15–$29/mo (real value).

  • Premium tier: $49–$97/mo (includes small group coaching or monthly office hours).

Member onboarding — 6-email sequence (paste-ready)

Use these in your email platform, scheduled over the first 21 days.

Email 1 — Welcome & immediate valueSubject: Welcome — here’s how to start (2 minutes)Body:Hey — welcome! 🎉 Your membership is live. Start here: (1) Download the Welcome PDF [link], (2) Join the private space [link], (3) Watch the 3-minute orientation video [link]. Reply and tell me your #1 goal — I read every reply. — Kit

Email 2 — How to use this membership (Day 2)Subject: Make this membership work for youBody:Short guide: what to do in week 1 (consume one mini-lesson, comment in the thread, grab one template). Tip: schedule 30 minutes this week to try one exercise — small wins compound. — Kit

Email 3 — Community nudge + first call (Day 6)Subject: Meet the group + first Q&ABody:Introduce members who’ve volunteered to be connectors. Reminder: our first live Q&A is [date/time]. Add it to your calendar. If you can’t make it, we’ll post the replay. — Kit

Email 4 — Member resource highlight (Day 10)Subject: Don’t miss these 3 downloadsBody:Highlight 2–3 high-value resources (checklist, worksheet, mini-course) with direct links. Include one quick case example of someone who used them. CTA: try the checklist this week. — Kit

Email 5 — Upsell reminder (soft) (Day 14)Subject: Want deeper help? + member discountBody:Brief: reveal a limited upgrade (workbook bundle, mini-coaching slot) at a member discount. Short testimonial and CTA. — Kit

Email 6 — Feedback loop (Day 21)Subject: Two questions that shape everythingBody:Ask: 1) What helped most? 2) What do you want next? Offer a 10% coupon for the month to reward replies. Say thanks and request a quick review/quote. — Kit

2 — Evergreen funnels that quietly convert

Funnel architecture (simple)

Ad / Pin / SEO → Lead magnet (free) → Nurture sequence → Tripwire ($7–$9) → Core ($17–$27) → Upsell ($47–$97) → Membership invite

Evergreen delivery options

  • Evergreen webinar (automated replay) — high-converting but heavier to build.

  • Mini-course funnel (3 short lessons delivered by email or hosted page) — faster to set up; works very well.

Evergreen mini-course funnel (script + cadence)

Lead magnet: “5-Minute Checklist” opt-in.Nurture (3 emails / 3 days): Teach small useful things; each email ends with invitation to buy the tripwire checklist/workbook.Tripwire page: $7 checklist with StanCart (same as used earlier).Post-purchase upsell: one-click workbook bundle for $47.Evergreen pitch: After purchase sequence, offer membership (special 7-day discount).

Evergreen email pitch (example — for the mini-course)

Subject: Finish this tiny lesson + a quick offerBody: short lesson, 2 value bullets, CTA: “If you liked this, the printable workbook (editable) makes it stick — add it for $47.”(Always include social proof and a simple guarantee.)

Automated webinar script (single short replay — 20 minutes)

  • 0–2 min — Hook: promise outcome in one line.

  • 2–6 min — Story: quick origin & credibility (one personal anecdote).

  • 6–12 min — Teach: three actionable steps (no fluff).

  • 12–16 min — Case study + proof.

  • 16–20 min — Pitch: tripwire + limited bonus + CTA (link).Record once, use webinar software with evergreen scheduling (the software shows “next available slot” and records).

3 — License & wholesale your IP (one-pager + outreach)

Licensing one-pager (paste-ready)

Title: Licensing Opportunity — [Your Product/Pattern Name]Overview: Hi — I create [brief description: i.e., botanical pattern prints and cozy-living ebook content]. I license patterns and curated content for product lines (wallpaper, textiles, prints, digital products).What you get: Exclusive/non-exclusive license options; high-res assets, color variants, repeat tiles; optional print-ready files.Use cases: wallpaper, fabric, stationery, home goods, digital templates.Pricing (examples):

  • Non-exclusive small scale: $500 one-time (up to 1,000 units OR <$5K retail).

  • Exclusive small collection: $5,000 one-year license (negotiable).

  • Royalty model: 10–15% net on wholesale.Next steps: If interested, reply and I’ll send sample files and a one-page contract. —

Note: These are example figures. Adjust to fit your niche and consult a lawyer for binding contracts.

Outreach email (paste-ready)

Subject: Licensing idea — [short, specific use case]Body: Hi [Name], I love [their store/brand]. I create [one-line]. I think a small licensed series (pattern X on product Y) would suit your customers. I can send a sample pack and a simple license option (non-exclusive or royalty). Interested in a quick sample? — Kit

4 — Hire: contractor trial brief (paste-ready)

Job title: Creative Ops VA (trial)

Overview: Short-term (2-week) paid trial to support product uploads, Canva pin creation, and basic customer replies. Pay: $15/hr (adjust to market). Hours: 6–10 hours/week.

Trial task (deliverable):

  1. Upload one ebook product (files & images) to StanCart sandbox, create product page copy from my draft, and run a $1 test purchase (document steps).

  2. Create 3 Pinterest images in Canva using provided templates and export in required sizes (1000×1500, 800×1200).

  3. Draft 3 short customer-reply templates for common queries (download issues, refunds).

How to submit: Share a Google Drive folder with uploads and a short Loom walkthrough (5–10 min).

Interview questions (if trial passes):

  • Show an example of a product page you built.

  • How do you test digital delivery? Steps?

  • What tools do you use for image creation and automations?

Evaluation: Trial passes if deliverables are complete, test purchase succeeds, and communication is clear.

5 — SOP templates (short outlines you can paste)

Provide these as short internal docs. Below are quick skeletons (copy/paste into your SOP files):

SOP A — Upload & Publish a Digital Product

  1. Prepare final PDF & assets folder.

  2. Create StanCart product: title, SKU, price, short description, upload images.

  3. Attach files or secure link.

  4. Add order bump & upsell products.

  5. Test $1 purchase (document screenshots).

  6. Add product row to Sales_Log.

  7. Notify team Slack channel.

SOP B — Create a Pinterest Pin from Cover Art

  1. Open Canva template → duplicate page.

  2. Replace hero image → adjust overlay.

  3. Paste headline + subhead (font sizes specified).

  4. Export PNG at 1000×1500 and 800×1200.

  5. Upload to scheduler with description and UTM.

SOP C — Run a $5 Pin Test

  1. Choose creative + link + UTM.

  2. Create campaign settings (budget $5–$20, 48–72 hours).

  3. Monitor CTR and CPC.

  4. Pause if CTR < 0.5% in 24 hours or CV < 0.6%.

  5. Report results to Sheet.

SOP D — Respond to Download/Refund Requests

  1. Template responses for common issues.

  2. Check Sales_Log → resend download link.

  3. If refund request within 30 days: offer troubleshooting, then refund per policy.

  4. Log the request in Notes.

SOP E — Weekly Analytics Snapshot

  1. Open Sales_Log → update totals.

  2. Pull ad spend & traffic data.

  3. Update dashboard with ROAS & conversion rate.

  4. Note 1 experiment to try next week.

6 — LTV & dashboard (simple, actionable)

Core metrics to track

  • Traffic (visits)

  • Opt-ins (lead magnet conversions)

  • Conversion rate (visits → purchases)

  • AOV (average order value)

  • Customer LTV (how much a customer spends over 90 days/12 months)

  • ROAS (revenue / ad spend)

LTV quick formula (90-day sample)

  • LTV = Average order value × average number of purchases per customer in 90 days.Example: AOV $17 × 1.25 purchases = $21.25 LTV.

Use LTV to decide ad spend: if LTV $21 and target ROAS 3×, max CAC = $7.

7 — Legal, refunds & contract basics (short & safe)

Refund policy

30-day “happiness guarantee” with a simple process: reply → troubleshoot → refund if unresolved. This builds trust.

Licensing

Always send a short one-page license outlining term (dates), scope (products, territories), fee/royalty, and a signature line. Get a lawyer for anything above $5k or exclusive rights.

Privacy/payment compliance

Use your payment provider’s tax settings for VAT; include a short privacy line on checkout.

(I’m not a lawyer; treat templates as starting points and consult a lawyer for binding agreements.)

8 — 6-month revenue roadmap (one page)

Assumptions

Start with product that converts on organic traffic; $5/day ad spend possible.

Month 1: Stabilize funnel — tripwire + core + upsell. Goal: 30 sales.Month 2: Run paid tests on Pins. Goal: 50 sales + 5 workbook upgrades.Month 3: Launch mini-course + workshop. Goal: add $500 revenue.Month 4: Open membership pilot (50 members at $9/mo).Month 5: Reach 100 sales total + 75 members.Month 6: Evaluate LTV & double effective ad spend on winning creatives.

Small, measurable experiments win. One controlled variable at a time.

Final thoughts — quick pep & next steps

This is where the slow, sustainable money starts — small experiments, repeated, with attention to metrics and human follow-up. Pick one thing to implement this week: 1) open a membership trial, 2) set one evergreen funnel live, or 3) send 10 licensing outreach emails. Do that, measure, iterate. Cheers!

© 2025 Kitopia.org

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