Summit Strategy & Setup
Webinar Funnel
system setup
Liz came to me looking for support to set up an email marketing content management system. With a course, a membership, and an annual online event, she has a lot of moving pieces in her business. She recognized that she needed a better way to stay organized with her email marketing, from planning content to managing it efficiently, so she could focus on other areas of her growing business.
In a 1 Day Intensive we rolled up our sleeves and turned her scattered email ideas into a clear, easy-to-follow system. Here’s what we accomplished:
- Created a custom Asana board for email planning and management
- Organized emails by quarter for high-level visibility and strategic planning
- Added custom fields to track content type, audience segment, exclusions, and task status—plus color-coded for easy scanning
- Built a reusable weekly newsletter task template with pre-defined subtasks
- Provided best practices for solo and team use, including views, task assignments, and deadline tracking
- Shared future automation ideas to streamline the workflow even further
- Developed 3 tailored ChatGPT project instructions to support content creation for weekly newsletters and promotional campaigns for two offers
- Tools designed to speed up writing, reduce decision fatigue, and keep content aligned with marketing goals
"This was exactly what I needed but didn’t have the time (or brain space) to figure out on my own. Sara made the whole process feel so easy and organized—now I finally have a clear system for all my emails and launches in one place. I’m so excited for how this will give me back time, clarity, and an organized plan I can rely on.”
- Liz Olson, Bela Collective
Summit Strategy & Setup
Webinar Funnel
system setup
- Strategy & Tech Setup: Mapped the customer journey and handled all backend tech integrations to ensure a smooth funnel experience from opt-in to replay access.
- Sales Funnel Pages: Customized a template to create the sales page, checkout page, and confirmation page—integrating the client’s branding and adjusting the layout and flow to fit their offer and audience.
- Automated Email Sequences: Wrote and set up all email communications, including confirmation, access, reminder, follow-up, and replay emails—fully automated to save time and ensure a polished attendee experience.
- Membership Portal Integration: Uploaded and configured the training replay inside the client’s membership portal for easy post-event access.
- Copy, Design, & Graphics: Provided light graphics, layout adjustments, and copy edits to keep the funnel engaging and on-brand.
"Sara handled everything from sign-up through post-delivery during our intensive. I still can’t believe how much she accomplished in one day. Everything looked professional, worked seamlessly, and gave our attendees an amazing experience. As a busy mom and business owner, I felt total relief knowing she had it all under control.”
- Rebecca Rowe,
RR Therapy Consulting
Webinar Funnel
Summit Strategy & Setup
system setup
Elisabeth had a big vision: to create a two-day virtual summit packed with valuable skills, resources, and community interactions. This was the first online summit for her niche in a few years. She had a supportive team for her usual business needs, but this was new territory. She wanted to make sure the summit setup was solid, with clear systems in place and no guesswork or overwhelm.
Across 3 Tech Intensives, I partnered with Elisabeth and her team — filling in the summit-focused tech and process gaps — to ensure her vision became a fully built, ready-to-launch event.
- Created a Trello event management board covering all major areas: speaker onboarding, marketing, sales funnels, website setup, attendee engagement, and event week tasks.
- Built a branded Content Snare speaker onboarding system with detailed instructions and automated reminders.
- Connected Google Forms → Docusign → Content Snare via Zapier for seamless contracts and content collection.
- Organized shared Google Drive folders and created documentation for consistent team workflows.
- Processed all speaker submissions in Content Snare, answered questions, and synthesized details in Google Sheets for quick access & follow through of follow-up outreach.
- Designed speaker presentation page template for All Access Pass pages including branded graphics, and social icons.
- Set up module & designed lesson template for bonus contributions
- Uploaded presentation materials and opt-in links for submitted speakers.
- Created canned customer service responses and an SOP + video for troubleshooting common attendee & speaker questions.
- Completed 14 speaker presentation pages and linked them into Day 1 & Day 2 workshop schedules in Showit.
- Finalized All Access Pass lessons with bios, freebies, offers, and bonus contributions.
- Performed thorough quality assurance checks on links, formatting, and navigation to ensure a smooth attendee experience
- Coordinated with the team on remaining uploads, thumbnails, and live page deadlines.
“Sara was incredibly helpful to my team, and we would not have been able to pull off the summit without her. 1000% worth it and I will definitely be hiring her again the next time I host one!”
- Elisabeth Stuckey, Elisabeth Stuckey Designs
What Happens When You Stop Guessing and Start Building Systems on Purpose
If you’ve ever wondered what’s actually possible in a focused day of implementation, this is your behind-the-scenes look. From summits to webinar funnels to automation cleanup, these case studies show the strategy, the build, and the results.
Every client came in with different goals, platforms, and timelines.
But the throughline was the same: there were too many moving parts, no clear roadmap, stress around launches, and systems that worked (but barely). But after one focused day they had clarity, structure, and momentum.
Notice the Pattern?
You’re tired of spending 4 hours in a scroll hole trying to figure out integrations
You know what you want to build, but not how to architect it
You avoid launching because the tech stress is real
You’ve built something successful — but your backend feels fragile
A Tech Intensive is for you if…
You want it done right — not duct-taped
What Would Finally “Click” If We Had a Full Day?
It probably is — and that’s the point.
Tech Intensives aren’t a rigid package of deliverables. You’re booking focused time, not a pre-set checklist. We prioritize what matters most and execute with precision.
“But My Project Is Different…”
The systems you’ve been meaning to fix, the workflows you’ve been avoiding, the launch you’ve been putting off.
One focused day. Clear priorities. Real progress.
If you’re ready for things to finally click behind the scenes, your Tech Intensive is a few steps away.
