Phase 6~2 hoursMedium
6.5 Lead Magnets
Step-by-Step
Choose the right format for your audience
The best format depends on your industry and what your customers find genuinely useful:
- PDF guide -- comprehensive resource on a topic your customers care about. Best for service businesses.
- Checklist -- actionable, one-page. Quick to create, high perceived value.
- Free audit/assessment -- automated or manual review of something the customer cares about. Highest-intent leads because they're asking you to look at their specific situation.
- Template or calculator -- a tool they can use immediately.
- Video series -- 3--5 short videos delivered by email over a week. Higher engagement, more production effort.
Create the lead magnet
Rules for creating content people actually want:
- Solve one specific problem -- "How to plan your wedding photo booth" not "Everything about weddings"
- Make it genuinely useful -- if someone could use this and never hire you, it's good enough. Counterintuitively, the more you give away, the more they trust you.
- Keep it concise -- a 5-page PDF that's all substance beats a 30-page PDF full of filler
- Brand it -- your logo, colours, website, and phone number on every page. This is marketing, not charity.
- Design matters -- use Canva (free) for professional-looking PDFs without a designer
Build the opt-in form
The opt-in form is where visitors exchange their email for your lead magnet:
- Fields: Name and email only. Nothing else. Every extra field reduces conversions.
- Headline: State the benefit, not the format. "Get Your Free Wedding Photo Booth Planning Guide" not "Download Our PDF."
- Button text: "Send Me the Guide" or "Get My Free Checklist" -- not "Submit"
- Privacy note: Small text under the button: "We respect your privacy. Unsubscribe anytime." Required by Australian Spam Act 2003.
Set up automatic delivery
When someone submits the form:
- They should receive the lead magnet by email within 60 seconds (automated via your email platform)
- Redirect them to a thank-you page that says "Check your inbox" and offers a next step (book a call, browse services)
- Add them to a nurture email sequence (section 7.2) that follows up over the next 7--14 days
- Notify yourself so you can follow up personally with high-intent leads
Promote the lead magnet
A lead magnet nobody sees captures nobody:
- Add a banner or popup on your homepage (after 30 seconds or on exit intent)
- Add a CTA at the bottom of every blog post
- Create a dedicated landing page (section 6.6)
- Share on social media with a link to the landing page
- Mention it in your email signature
- Use it as the offer in paid ads (section 8)
Start Simple
Your first lead magnet doesn't need to be perfect. A well-written 3-page checklist in Canva, built in 2 hours, will outperform no lead magnet at all. You can always upgrade it later once you see what resonates with your audience.
You're Done When
- Lead magnet created and branded with your business identity
- Opt-in form live on your website with name + email fields
- Automatic email delivery working (test it yourself)
- Thank-you page redirects correctly
- Lead is added to your email list or CRM automatically
- Lead magnet promoted in at least 3 places on your site
Still here? You're basically an agency now.
65 hours of DIY, or one phone call to us.