Phase 6 · Lead Capture·6.5·~2 hours
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
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