Members onlyMarketing Templates

Lead Magnet Outline

Plans a free resource that is genuinely useful and naturally leads to your paid offer.

Best for

Anyone building an email list.

Use this when

Before creating any free download, guide, checklist, or tool.

Preview

The outline

LEAD MAGNET PLAN

WORKING TITLE: [title — name the outcome, not the format]

THE PROMISE
In [time to consume], [Target Customer] will be able to [specific capability].

WHY IT LEADS TO [OFFER]
Solving this problem naturally reveals [the next problem], which is exactly what [Offer] handles.

FORMAT
[ ] Checklist (best for: process-driven tasks)
[ ] Template (best for: things people must write or fill in)
[ ] Calculator or worksheet (best for: decisions with numbers)
[ ] Short guide (best for: explaining an unfamiliar process)
[ ] Swipe file or examples (best for: creative or writing tasks)
[ ] Mini course by email (best for: multi-step behavior change)

STRUCTURE
Cover: [title + who it's for]
Page 1: The problem and why the usual approach fails
Page 2: The overview — what they'll do, in [number] steps
Pages 3–[n]: One step per page — action, why it matters, common mistake
Final page: What to do next, including [Call to Action]

WHAT MAKES IT WORTH AN EMAIL ADDRESS
[The specific thing they can't easily get elsewhere or assemble themselves.]

DELIVERY
Landing page: [Link]
Delivery email: [see Welcome Email for a New Lead]
Follow-up sequence: [number] emails over [timeframe]

SUCCESS MEASURE
Landing page conversion: target [X]%
Downloads per month: target [Number]
Downloads that become inquiries: target [X]%

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This resource is general educational information, not legal, financial, tax, or HR advice. Review anything you send or publish against the rules that apply to your industry and location, and consult a qualified professional when the stakes are high.

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