Private Client PortalCHAPTER 01

You said yes.
Now we build —
with the system
that's done this
412 times.

Most agencies hand you a questionnaire, ghost you for two weeks, and then ask for a meeting to clarify the brief. We don't operate that way. In the next 45 minutes you'll lock in the voice, assets, and targets your strategist needs — and your project starts on Day 15 without another call.

Claim Your Portal
Built for EverGreen clients only
Operating Since
2019
Briefs Shipped
412
Verticals Mastered
07
94%
Briefs shipped without a single revision
That number is not a feature. It's what a real intake process produces when you stop treating onboarding as paperwork.
2.8×
Faster project starts vs. the industry standard
From signed proposal to first deliverable — measured across 412 engagements. Every week you save is a week of revenue you keep.
0
Generic intake forms involved
Every question is shaped to your category, your voice, your ambition. Vague inputs produce vague campaigns — we refuse to start there.
The EverGreen Method

Four chapters.
One brief that ships.

What is built in order, stands. What is rushed, repairs. Every step below was forged across 412 engagements with operators who were done losing weeks to bad intake.

I.

Capture Your Voice

By the end of this chapter, your strategist knows exactly how your business talks — the words your customers actually use, the language you'd never put on a homepage, the cadence that closes. Every piece of content we ship afterward sounds like you, not like an agency guessing.

II.

Lock the Asset Vault

Logos, fonts, vendor logins, brand documents — secured in one encrypted vault so nothing gets lost in email threads on Day 9. When everything is in place, work moves. When it isn't, your project pays the price. We end that today.

III.

Map Your Ambition

Translate vague growth into specific quarterly targets your team and ours both pull toward. By the end of week two, there is one scoreboard, one definition of winning, and no room for the drift that kills most agency relationships in month four.

IV.

Hand Off the Brief

Your strategist receives a structured project brief — not a 90-minute Zoom recording, not a Google Doc someone has to translate. Work begins on Day 15. Without another meeting. Without another follow-up email.

From the Operators' Wing

The owners who said yes early.

"
Two agencies before EverGreen buried me in spreadsheets in week one and a Zoom every Friday for a month. EverGreen sent one link, asked the right questions, and started building. 31 new bookings in the first 60 days. Grown-ups finally showed up.
Marcus Thorne
Marcus Thorne
OWNER, THORNE PERFORMANCE GYM · AUSTIN, TX
"
The Voice Capture chapter forced me to articulate what I'd felt for three years and never said out loud. My website finally sounds like me — and my lead-to-client rate went from 12% to 34% in one quarter.
Elena Vasquez
Elena Vasquez
FOUNDER, VASQUEZ COACHING · MIAMI, FL
"
I run a plumbing business from a truck. I am not a tech person. I finished the entire onboarding between service calls in one afternoon. Two weeks later: 31 new bookings on the calendar and a system that's still feeding me.
Henry Tanaka
Henry Tanaka
OWNER, TANAKA PLUMBING & DRAIN · SEATTLE, WA
What's Inside Your Portal

Everything you need to
hand off the brief.

A business without a voice is a field without a fence. Below is the infrastructure that fences yours in — and turns your ambition into something our team can start building against on Day 15.

A guided portal that respects your time

Mobile-first, step-by-step, autosaves between sessions. Pick it up from a job site, a treadmill, or your kitchen table — your progress is waiting where you left it.

Your brand voice, captured properly

The way your customers actually talk about you. The phrases that close. The words you'd never put on a homepage. Pulled out of you with prompts shaped by 412 prior engagements.

One secure vault for your assets

Logos, fonts, brand files, vendor logins — uploaded once, encrypted, organized. No more digging through email threads when your strategist needs the high-res file on Day 9.

Goals translated into a real scoreboard

Vague ambition becomes specific quarterly targets — so you and your strategist are pulling toward the same number from week one. No drift. No guessing what 'winning' means.

Only the questions you need to answer

Conditional logic reveals fields only when they earn the right to. No 70-field form. No clutter. No overwhelm. Just the questions your category actually requires.

Your brief, ready for the build team

Every answer compiles into a structured brief your strategist receives the moment you submit. No follow-up call. No translation tax. Work begins on Day 15.

Bring a partner in if you need to

Spouse, business partner, ops lead — invite them to fill in the sections they own. The brief still ships as one. You don't have to know every answer alone.

Visible progress, every step

A milestone for every chapter. You always know what's done, what's next, and how close you are to handing it off. No black-box wondering whether anything is happening.

Built for operators, not tech people

If you can send a text, you can finish this. The average client completes the entire onboarding in 45 minutes — many between service calls or after the kids go to bed.

Hard Questions

Ask the
hard ones.

We prefer skeptical operators. They are the ones who stay the longest and build the most.

01How is this different from the CRM or form builder I already pay for?
+
A CRM tracks the deal. A form builder collects answers. Neither solves what actually breaks most agency relationships: the two weeks between 'yes' and the first deliverable. That gap is where ambition leaks out, where misalignment hardens, where your client starts wondering if they made the right call. EverGreen seals it.
02I'm not a tech person. Will I actually finish this?
+
If you can send a text, you finish this. The portal is mobile-first, guided, and saves your progress between sessions. The average operator completes it in 45 minutes — often from a truck, a treadmill, or a parking lot. Every hour this sits incomplete is an hour your project isn't moving.
03Why do I have to fill this out — can't we just hop on another call?
+
Because every call without a written brief is a call we both have to repeat. The portal forces the clarity that calls never produce: the exact words, the real targets, the assets in one place. Forty-five minutes here saves the two weeks of misalignment that kill most agency relationships in month four.
04Do I have to finish it in one sitting?
+
No. Your progress saves automatically. Start it tonight, finish it from a job site tomorrow, come back to the last chapter after the weekend. The portal stays exactly where you left it — but every day it sits incomplete is a day your project isn't moving.
Your Move

The next brief
starts now.

You closed the sale. Every hour this portal sits empty is an hour your project isn't moving. Lock in the brief and let your strategist start building.

Claim Your Portal
FREE · NO CARD · WORK BEGINS DAY 15