Lead magnet brief template

$0.00

A planning template to develop your lead magnet from concept to delivery, including a structure for the sign-up page and follow-up email.

Description

A planning template for developing a lead magnet: what it is, who it is for, how to deliver it, and what to send to people who download it.

What’s included

  • CSV template file (opens in Google Sheets or Excel)
  • Lead magnet concept and audience planning section
  • Format selection guide with pros and cons of each
  • Sign-up page copy structure and a three-email welcome sequence template

Who it’s for

Useful if you want to grow an email list and are not sure what to offer or how to set it up. Not useful if you have no website traffic or audience yet. A lead magnet converts existing visitors into subscribers. If nobody is visiting your site, the problem is earlier in the funnel.

If it works

If the lead magnet solves a specific problem for a specific person, and the welcome sequence is useful rather than promotional, you will convert a proportion of visitors into subscribers who trust you. That trust can lead to enquiries over time.

Most lead magnets are downloaded and never used. Whether yours is different depends on how specific and genuinely useful it is, not on the planning process.

Before you download

  • This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
  • After downloading, you will find the file in your account under My Downloads.
  • You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.

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