Automated Lead Magnet

Hey there! Let’s get the backend of your lead magnet process running! Here’s what the overall flow looks like:

Create the Content

If you’re wondering what a lead magnet is or why you need one, check out a previous article here to help get you started. This article is more focused on getting it setup and out there to your ideal clients. 

Landing Page

Once you have content to share, it’s time to get the opt-in and delivery setup. It depends on what you are created as content for the specifics but I suggest creating a landing page on your website, like WordPress, Kajabi, or whatever you use. You can add a video or add a button for a PDF file download or point it to a google doc.

Explainer Page

Now you need to let people know all about your offering. Create a second landing page or blog post which explains what your lead magnet is, why they need it and will find it helpful.

Create the Opt-in Form

It is time to head over to your email marketing tool. First, you want to create a form or copy an existing one to edit. I find it easiest to have one form per lead magnet. MailerLite is a great option I use for several clients. It allows you to connect a multi-step workflow to a single form. 

Check these steps:

  1. Name it so you know what it is
  2. Make sure you have name and email fields on the form
  3. Edit the form wording and thank you page
  4. There is an opt-in option so you can email them.

Email Marketing

When people signup for your lead magnet, you want to add them to multiple groups or segments (depending on what service you are using will define your terminology.) You want them to be signed up for your regular marketing mailings in addition to this specific lead magnet mailing list. 

  1. Create a group or segment to contain all the emails entered into the form so you can trigger the email follow-up on this lead magnet. 
  2. You want that first email to let them know where to redeem their return on giving you their email, so a link to that first landing page we made to house the link or media.
  3. It’s also good to have a few more follow-up emails giving additional information about your services or next. 

Finally, set up that workflow. In many services you can say “IF someone is added to “this” group/segment or fills out “this” form, THEN send them the following emails. 

 Here’s an example of what that could look like in Mailerlite:

workflow

In Kajabi, you can use the marketing pipeline to set up your flow. The below is created with their OVO pipeline template and goes on to an offer after the freebie 3-video value is received. I’ll talk further about this specifically in Kajabi soon. 

workflow

Add the Opt-in to your Explainer Page

Now it’s time to post the form to your explainer page from above.  At the bottom of your page, below your description, add your form into the page. 

Your form/email service will give you the html to add into your page. 

Make sure to turn it on all!

Some of these services you have to turn off your workflow to make changes so make sure to pop back in and make sure it is on. 

I hope this breakdown helps! I know there are a lot of options, there are a lot of apps, and it can take a lot of questions, time, and planning to get the right setup. If you need to chat, let’s talk it out. I’m happy to do a free 15-min call to help you chat it out. 

About Hillary Sciscoe
Over the last 25 years, Hillary's worked with entrepreneurs and nonprofits, been a solopreneur, and worked for over a decade at a successful, bootstrapped startup. In doing so, she's led teams focusing on the success of customers within high-tech and the health and wellness industry. Hillary's skills span both creative and technical, which allows her to lead a wide range of projects. She feels like she is fulfilling her purpose by managing the heart-centered and soulful projects of therapists, intuitive coaches, and spiritual healers.

Launch Checklist Template

Not too long ago, I released a video overview of what to think about when kicking off a digital product launch. While it’s been helpful, it sounds like pairing it with a product launch template will help make the dive into planning a lot easier! 

 

I cover five stages of the launch process in this template. 

  1. Kick-off
  2. Pre-Launch
  3. Cart Open
  4. Fulfillment
  5. Wrap-up

Let’s briefly talk about each of those.

 

Kick-off

The kick-off stage is where many decisions are made, and I go into these in the overview I spoke of above. The most significant step here is the timeline. This helps give yourself goals… or deadlines, whichever term helps you get the motivation. 

I’ve also included goals and other metrics to reach for and revisit at the end of the launch and post-fulfillment. 

Pre-Launch

Pre-launch is the stage before your open cart. Sometimes, I often involve a lead magnet and a trip magnet, depending on the range of offerings. There are many nurturing emails and attention getters to be created while preparing your audience for the main event!

Cart Open

The pipeline is coming down to those most interested! You’ll have more nurturing emails and ideas on how to personalize your outreach. 

Fulfillment

Keeping everyone on track to ensure the success of your participants and the program, there are many pieces to organize. And you don’t want to forget to send out any bonuses you promised. 

Wrap-up

Time to look at those KPIs! Were your numbers where you expected? What other discussion topics should you focus on to make the next launch and fulfillment even better? 

 

Access this template now and take out a lot of the guesswork. I’m happy to chat it out if you have any questions. 

 

About Hillary Sciscoe
Over the last 25 years, Hillary's worked with entrepreneurs and nonprofits, been a solopreneur, and worked for over a decade at a successful, bootstrapped startup. In doing so, she's led teams focusing on the success of customers within high-tech and the health and wellness industry. Hillary's skills span both creative and technical, which allows her to lead a wide range of projects. She feels like she is fulfilling her purpose by managing the heart-centered and soulful projects of therapists, intuitive coaches, and spiritual healers.

What’s behind a lead magnet?

If you’re an entrepreneur, you’ve been told you need a lead magnet. Leads lead to clients, but it’s an easy thing to procrastinate on because there are several parts to it. Some people have more trouble coming up with an idea for a lead magnet, and some are overwhelmed by the mechanics behind the scenes of the lead magnet, aka freebie. In this article, we’ll explore the ideas behind a lead magnet.

 

You need a lead magnet

Here’s a quick review of why you need a lead magnet – it’s how you build your audience. 

A lead magnet is like a handshake that you have out in the world to meet new people. It’s a bartering tool, exchanging your knowledge for an email address. With this bartering chip, you are building a list of warm leads. This is a list you own and something you should continuously be working to grow. 

Those who sign up for your lead magnet are getting a free sample of your work. It is a valuable tool to introduce yourself.

 

Topic

One of the main reasons to procrastinate is you just don’t know what topic to focus on. This isn’t something that needs to be the answer for everything, and it shouldn’t. When you think of the one thing that each of your clients need – what do you think of? It can be anything from something that a beginner in your target market should know or it could be a sample of something that you teach on a larger scale in one of your courses. 

Grab an idea and run with it! 

Type

Where do we run to? It’s time to decide how to present it. There are a wide variety of media options, but how best can you convey the topic to your audience? Should it be written or wold it be best in a video? Can it be a checklist or a report? 

Here are some ideas for your lead magnet:

  • Checklist
  • Educational video(s)
  • Webinars
  • Templates
  • Tutorial
  • Consultation
  • eBook

Time to Barter!

OK, you have the topic and you know what media you are going to create. Let’s dig into what you need on the backend. 

Number 1 is that you need an email marketing tool and if you don’t have one, there are thousands to choose from. To get started, a great option is MailerLite. It’s free up to 1,000 subscribers with a great range of functionality. 

In the simplest form creation of a lead magnet, you can do it all with just MailerLite. When you pair MailerLite with WordPress you can build a great experience for your lead with a full landing page, signup form, and automated emails, which can also be done in all-in-one platforms like Kajabi.  

Here are the common pieces in play behind the scene of a lead magnet. 

  • Landing page
  • Signup form
  • Value page
  • Email notification
  • Nurture email(s)

 

The Flow

The overall process goes like this. 

  1. You’ll want to build a landing page with an opt-in form. This page needs to give short and descriptive outcomes that your work provides, how this valuable media fits into your process, and what return they will receive when give you their email. 
  2. The submission of the form redirects your visitor to the value page, the place where they get the return on giving you their email address. The form submission also triggers an email notification to make sure they have the link to get back to the valued media.
  3. Over the next few week, they’ll receive automated nurture emails asking if they have any questions, along with other helpful pieces of information. These can be existing blog posts or new insights.

What’s next?

Build it and they will come!

As I’ve mentioned, there are many ways to build it out. Maybe soon, I’ll document how to build it out on various services. 

I’m happy to chat with you about getting your lead magnet moving. Let’s hop on a quick call to discuss your next steps. Book a free 15-minute call right here.

About Hillary Sciscoe
Over the last 25 years, Hillary's worked with entrepreneurs and nonprofits, been a solopreneur, and worked for over a decade at a successful, bootstrapped startup. In doing so, she's led teams focusing on the success of customers within high-tech and the health and wellness industry. Hillary's skills span both creative and technical, which allows her to lead a wide range of projects. She feels like she is fulfilling her purpose by managing the heart-centered and soulful projects of therapists, intuitive coaches, and spiritual healers.

How can I do better at tracking my time?

How can I do better at tracking my time?

Once I find an app I like, I try to stick with it. I know no app is perfect. I’ve created and collected more feature requests than I can count. They all are missing something and I’ve had my share of hours slip by on shiny new apps and very long rabbit holes trying to find the perfect fit. Truth is, I’m a total gadget-geek and truly try to make sure I know what I need before I go hunting or I waste a lot of time. 

But you have to know when to jump ship. I couldn’t handle it anymore – the time tracker I was using didn’t show the actual times of day the chunk of time was for. So I had to try something new.

Why did I need to see these times? Admittedly, I’m not the best when it comes to tracking time. I try very hard at it, but sometimes I focus in too quickly and just forget. I generally remember when I started working on something, but this was not something that I wanted to have to keep tabs on. I’m sure you feel me on this.  

So I jumped into Toggl. Maybe it was the purple on dark mode that had me at first sight. Or those bold color blocks. And drag and drop on the calendar view. I was loving it!  

I prefer an installed Mac desktop app for services I use a lot instead of having it in a browser, so I was happy to find the download link. I also installed the browser extension, which works within many apps like Asana and Google Docs.

And then I hovered on a little switch – ‘Record activity.’ WHAT?! On your local machine, with the installed app, it will record your activity noting which app or website you were working on for how many minutes.

It was a life-changing moment!  

So now, when I forget to start the clock, I have two ways to take the effort from myself and be precise in my time tracking because I have also enabled a feature which reminds me to start tracking my time.

I keep finding ways to improve the use of my time by diving into their features further. For example, I’ve decided to start tracking more of what I do, including my time to further my knowledge. I think it will tie in well with my self-care strategy. I’d like to try the Pomodoro Timer soon too. And as I get to know the app, I’m sure they will have more features I’ll be excited to try in the future!

Toggl has been an amazing help, and I recommend it for anyone wanting to track projects for yourself and clients or if you want to track your day and improve your time management. 

About Hillary Sciscoe
Over the last 25 years, Hillary's worked with entrepreneurs and nonprofits, been a solopreneur, and worked for over a decade at a successful, bootstrapped startup. In doing so, she's led teams focusing on the success of customers within high-tech and the health and wellness industry. Hillary's skills span both creative and technical, which allows her to lead a wide range of projects. She feels like she is fulfilling her purpose by managing the heart-centered and soulful projects of therapists, intuitive coaches, and spiritual healers.