AI Agent Workbook

ThriveTechFlow Digital Solutions · HighLevel training

Open the workbook

Project Project name

Conversation AI

Answer six questions, review the prompt, then copy it into HighLevel.

Starter template

Prompt review

Generated prompt

Saved versions

HighLevel setup and test lab

Use sample details when testing. Live HighLevel tests can incur AI or phone usage charges.

The Lead-Generating Website

A CuPID prompt guide for building a service website and a lead magnet that qualifies inquiries. Source: Savion Smith, Managed Marketing Partners.

Use the prompts in order in one AI Studio conversation. Replace bracketed placeholders with your business details and review the plan before building. The examples use home services and can be adapted to other industries.

Consulting. Discuss the idea and clarify what the business needs.
Planning. Review and approve the site and lead-capture plan.
Implementation. Build the site, then add and test one feature at a time.
Deployment. Verify the site, domain, and CRM handoff before driving traffic.

Verify estimate ranges and CRM custom fields before launch. Use approved testimonials and check the live form with a test submission.

Consulting · Discuss the idea

Copy-ready prompt

Hey, I want to talk through an idea with you. Don't do anything yet, we are just talking
here.
Context: I run [a family-run hardscaping and landscaping company] serving [CITY, STATE]. We
do [pavers, patios, driveways, masonry, backyard remodels], and we handle high-value
projects, so the site needs to feel premium, not like a generic landscaper template. My
customers are homeowners who care about quality and want a contractor they can trust.
The goal: I want a high-converting website that brings in direct leads from homeowners and
reduces my dependence on referrals. On top of the core site, I want an interactive cost
estimator that captures a qualified, spec'd-out lead instead of just a name.
Before we build anything, what do you think of this idea? What questions do you have for me,
and where would you push back or make it stronger?

Planning · Agree on the plan

Copy-ready prompt

Great, I like where we landed. Now, before you build anything, lay out the full plan.
Walk me through exactly what you are going to build: the site sections, the premium look and
feel, the cost estimator, how the estimator captures a lead to my CRM, and the local SEO
approach. Treat this plan as our contract. I will read it, adjust anything I want, and once
we both agree, then we build.

Implementation · Master website build

Copy-ready prompt

Perfect, the plan looks good. Let's build exactly what we agreed on in the plan, nothing new
or different.
Build the high-converting, premium website we planned for [BUSINESS NAME], a [BUSINESS TYPE]
serving [CITY, STATE] and the surrounding area.
GOAL: Attract direct leads from [homeowners] and position the company as a premium
[CATEGORY] provider.
STYLE: Clean, modern, premium, conversion-focused. Strong spacing and hierarchy,
mobile-first, subtle animations, large imagery highlighting [craftsmanship and finished
work]. Not flashy, not a generic template.
BUILD THESE SECTIONS:
- Hero: bold headline about [the transformation you deliver], subheadline, primary CTA
"Request a Free Quote", secondary CTA "Call Now", strong visual, trust points beneath.
- Trust bar: short credibility points ([Family-Owned], [Quality Craftsmanship], [Reliable
Communication]).
- About, Services (a card per service with benefit copy), Portfolio, Why Choose Us.
- Process: a simple 3 to 4 step flow (Consultation, Estimate, Build, Final Walkthrough).
- Lead capture form (Name, Phone, Email, Project Type, Details), Testimonials, Service area,
Final CTA, footer.
RULES: Keep the primary CTA consistent and visible. Add click-to-call. Keep it premium and
clean on mobile. Weave in local search intent for [key services] and [city] without keyword
stuffing.

Implementation · Project cost estimator

Copy-ready prompt

Keep everything we have built so far and stay true to the plan. Now add this one piece:
Add an interactive Project Cost Estimator as its own page. Let visitors select [PROJECT
TYPE], [PROJECT SIZE], and [MATERIAL TIER], then show a real-time rough estimate range. Make
it engaging with a custom hero image and clear, simple steps. Add links to the Estimator in
the header and footer.

Implementation · Exact-quote capture

Copy-ready prompt

Keep everything we have built so far and stay true to the plan. Now add this one piece:
When the user clicks "Get an Exact Quote," open a modal with a contact form. Pre-fill hidden
fields with the selections they already made ([project type], [size], [material tier],
[demolition needed], [estimated cost range], [zip code], [timeline]) so a fully qualified
lead is captured, not just a name. Register these as custom fields so they can be logged to
my CRM. Use field keys like: contact.project_type, contact.project_size,
contact.material_tier, contact.estimated_min_cost, contact.estimated_max_cost.

Implementation · Local SEO

Copy-ready prompt

Keep everything we have built so far and stay true to the plan. Now add this one piece:
Add JSON-LD [LocalBusiness] schema for [CITY]. Create dedicated, SEO-optimized service-area
pages for [NEARBY CITY 1], [NEARBY CITY 2], and [NEARBY CITY 3], each linking to the
relevant service detail pages. Generate a sitemap.xml and a robots.txt that points to it.

Implementation · Dedicated funnel

Copy-ready prompt

Keep everything we have built so far and stay true to the plan. Now add this one piece:
Create a dedicated landing page funnel with no header navigation and no footer links, so
nothing distracts the visitor. Use a multi-step form with a progress indicator, large
clickable option cards, a social proof badge, and smooth animations. Optimize the entire
page for conversion.

Deployment · Go-live checklist

Copy-ready prompt

We are happy with it, so let's go live.
Publish the site, connect my custom domain, and confirm the estimator is live and capturing
leads to my CRM with the right custom fields. Then double-check it looks premium on mobile,
every "Request a Free Quote" CTA works, and click-to-call is functioning. Once it is live,
share the link so I can start driving traffic to it.

The Interactive Lead Magnet

A CuPID guide to planning an email-gated experience, capturing relevant details in your CRM, and offering a booking step. Based on the Daily Oracle Draw example by Savion Smith, Managed Marketing Partners.

Work through Consulting, Planning, Implementation, and Deployment in one AI Studio conversation. Adapt the example to your industry. A clinic could use a consultation readiness quiz, while a home services business could use a project planner.

Before you publish

Explain how you’ll use the email address and distinguish access to the experience from optional marketing follow-up.
Test that the email reaches the CRM and that draw details are saved after the visitor completes the draw. Check that retrying a submission does not increment the draw count twice.
Test the booking button, keyboard navigation, and reduced-motion behavior. Let visitors choose whether to enable audio.

Consulting · Explore the lead magnet

Copy-ready prompt

Hey, I want to talk through an idea with you. Don't do anything yet, we are just talking
here.
Context: I run [a spiritual and psychic services practice]. I offer [tarot readings, reiki,
spiritual coaching], and my visitors are often seeking clarity, reassurance, and a sense of
connection before they book anything.
The goal: I want to add an interactive "Daily Oracle Draw" to my site that captures a
visitor's email in a way that feels magical and personal, not like a transactional popup.
They enter their email, draw a card, and receive an uplifting message, with a gentle nudge
to book a session.
Before we build anything, what do you think of this idea? What questions do you have for me,
and where would you push back or make it better?

Planning · Map the experience

Copy-ready prompt

Great, I like where we landed. Now, before you build anything, lay out the full plan.
Walk me through exactly what you are going to build: the email gate, the draw experience
(shuffle, spread, pick, reveal), the card meanings, the follow-up CTA, and how the pieces
fit together. Treat this plan as our contract. I will read it, adjust anything I want, and
once we both agree, then we build.

Implementation · Build the Daily Oracle Draw

Copy-ready prompt

Perfect, the plan looks good. Let's build exactly what we agreed on in the plan, nothing new
or different.
Build the interactive "Daily Oracle Draw" lead magnet we planned, as a section on my
website.
HOW IT WORKS:
- Start with a single elegant card facing back (its deck design), with a short invitation
like: "Seek guidance for the day ahead. Draw a card to receive a message of clarity."
- Gate the experience behind one email field. Headline: "Unlock Your Message". Subtext:
"Enter your email to reveal your daily oracle card and receive occasional insights." Button:
"Draw My Card".
- After the visitor submits their email, open a full-screen magical overlay: the deck
shuffles with a soft, ghostly animation, the cards fan out to "Choose your card", and the
chosen card flips in 3D to reveal a card, its name, and a short uplifting meaning.
- Below the revealed card, show a warm CTA: "Want to learn more about yourself?" with a
"Book A Session" button.
- Randomize the drawn card each time so it feels like a real reading.
STYLE: Mystical, warm, premium. Soft glowing particles, elegant headings, calm pacing. Fully
responsive on mobile.

Implementation · Hero animation

Copy-ready prompt

Keep everything we have built so far and stay true to the plan. Now add this one piece:
In the hero section, place the oracle card deck facing back and give it a very subtle
animation: a soft, barely noticeable pulse plus an occasional gentle shuffle every few
seconds. Just enough to draw the eye toward drawing a card and entering an email. Keep it
soft and smooth, never jerky or distracting.

Implementation · CRM capture

Copy-ready prompt

Keep everything we have built so far and stay true to the plan. Now add this one piece:
When the visitor submits their email to draw, log the lead to my CRM with custom fields that
capture the experience: the card they drew ("Drawn Card"), the date of the draw ("Draw
Date"), and how many times they have used the feature ("Draw Count", incremented on each
draw). Register these as custom fields so I can trigger personalized follow-up automations
based on what they drew and how engaged they are.

Implementation · Reveal effects and optional sound

Copy-ready prompt

Keep everything we have built so far and stay true to the plan. Now add this one piece:
Add ambient atmosphere: floating glowing particles during the reveal, a glowing starfield
background behind the card selection, and optional soft mystical sound effects when the deck
shuffles and when the card flips. Keep any audio subtle and never autoplay it loudly.

Implementation · Booking handoff

Copy-ready prompt

Keep everything we have built so far and stay true to the plan. Now add this one piece:
Connect the "Book A Session" CTA to my booking page and service calendar so a moved visitor
can book a reading immediately after their draw, with the booking flowing straight into my
CRM. Keep the transition seamless and on-brand.

Deployment · Go-live checklist

Copy-ready prompt

We are happy with it, so let's go live.
Publish the site, connect my custom domain, and confirm the Daily Oracle Draw is live and
capturing emails to my CRM. Then double-check it works cleanly on mobile, the draw feels
smooth, and the "Book A Session" button routes correctly. Once it is live, share the link so
I can put it in front of real people.

Beyond Content 2027 · Step-by-Step Lead Magnet AI Prompting Guide

Start here

BEYOND CONTENT 2027 Step-by-Step Lead Magnet AI Prompting Guide A beginner-friendly workflow for ChatGPT or Gemini HOW TO USE THIS GUIDE Follow the steps in order. Do not jump straight to “write my ebook.” Each step gives AI the information it needs so the final lead magnet is useful, branded, accurate, and connected to a real business offer. Concept → Requirements → Prompt → Review → Next Step Start Here: What This Prompting Strategy Does AI can write fast, but fast is not the same as strategic. If you ask ChatGPT or Gemini to “make an ebook” without giving it enough context, it may create something generic, attract the wrong audience, use the wrong tone, or lead to an offer that does not match the reader’s problem. This guide teaches a simple rule: give AI the right business information first, then ask it to create one part at a time. Think of AI as a very fast assistant. It still needs a clear brief. THE BIG RULE Do not start with the prompt. Start with the business, audience, problem, offer, and lead magnet goal. Then prompt AI. The Complete Workflow 1. Choose the business, audience, offer, and lead magnet goal. 2. Choose the right type of lead magnet. 3. Define the brand voice, colors, and visual direction. 4. Use the Master Lead Magnet Strategy Prompt. 5. Approve the title, promise, and outline before writing. 6. Research and verify the information needed for each section. 7. Write the lead magnet one section or chapter at a time. 8. Create the final call to action. 9. Create the visual design plan. 10. Design the lead magnet in Canva or your preferred tool. 11. Review quality, accuracy, branding, and readability. 12. Export the final PDF. 13. Upload the lead magnet to the funnel. 14. Connect the form, CRM, and automation. 15. Promote the lead magnet through content and optional ads.

01 Define the Business Before You Prompt

AI needs context before it can create useful marketing. Concept Before AI creates anything, you need to know what business you are helping, who the audience is, what problem they have, what the business sells, and what action you eventually want the lead to take. This keeps the lead magnet connected to sales instead of becoming a random free PDF. What You Need • Business name and type • Main offer or service • Target audience • Location, if it matters • Main customer problem • Desired customer outcome • Lead magnet goal • Final CTA or next step Simple Example • Business: Real estate agent • Audience: First-time homebuyers • Problem: They do not understand the buying process • Offer: Buyer representation • Lead Magnet Goal: Help them prepare before speaking with an agent • Final CTA: Book a buyer consultation CHECK BEFORE MOVING ON If you cannot explain the business, audience, problem, offer, and next step in one or two sentences each, do not ask AI to write the lead magnet yet.

02 Choose the Right Lead Magnet Type

Match the format to the problem the audience needs to solve. Concept Different problems need different lead magnet formats. An ebook is good for education. A checklist is better for a quick task. A workbook is better when the reader needs to think and complete exercises. An assessment is useful when the reader needs to understand their current situation. Quick Matching Guide Lead Magnet Type Best When... Ebook / Guide Teach or explain a topic Checklist Help complete a task Workbook Guide reflection and planning Template Give something ready to use Swipe File Give examples to adapt Assessment Diagnose a situation or qualify a lead Webinar Teach live or on video and build trust Mini-course Teach a topic over several lessons For this course, the main practical example is an ebook or downloadable guide because it allows you to practice research, copywriting, branding, design, funnel strategy, and CTA planning in one project.

03 Define the Brand

Tell AI how the business should sound and look. Concept Branding is not only the logo. AI also needs to know how the business should sound, what words fit the brand, what words should be avoided, and what visual style should be used. This makes the lead magnet feel like it belongs to the business. What You Need • Brand name • Brand personality: professional, friendly, premium, playful, direct, educational, etc. • Tone of voice • Brand colors with hex codes if available • Preferred fonts if known • Visual style • Words or phrases to avoid • CTA style, such as helpful invitation instead of aggressive selling

Brand Brief Prompt

Copy-ready prompt

Act as a brand strategist.
I am preparing a lead magnet for this business:
Business name: [INSERT]
Business type: [INSERT]
Target audience: [INSERT]
Main offer: [INSERT]
Existing brand information:
Brand colors: [INSERT HEX CODES IF KNOWN]
Fonts: [INSERT IF KNOWN]
Current tone: [INSERT]
Visual style: [INSERT]
Words or phrases to avoid: [INSERT]
Help me create a simple brand brief for the lead magnet.
Give me:
1. Brand personality in 3 to 5 words
2. Tone of voice description
3. Writing do's
4. Writing don'ts
5. CTA style
6. Visual style
7. Suggested use of the brand colors
8. Image or illustration style
9. A short brand instruction I can paste into future AI prompts
Keep it easy to understand and practical.

Expected Output You should receive a short brand guide that you can reuse in every later prompt. Save it. This becomes part of your AI brief.

04 Use the Master Lead Magnet Strategy Prompt

Plan first. Do not ask AI to write the whole ebook yet. Concept The Master Prompt gives AI the complete business and brand context, then asks for the strategy: title, promise, reader, structure, CTA, and visual direction. This is the planning stage. You are approving the map before AI writes the pages.

Master Ebook Lead Magnet Prompt

Copy-ready prompt

Act as a content strategist, lead generation specialist, copywriter, and ebook planner.
I am creating a lead magnet ebook for the following business.
BUSINESS INFORMATION
Business name:
[INSERT]
Business type:
[INSERT]
Main service or offer:
[INSERT]
Target audience:
[INSERT]
Location if relevant:
[INSERT]
Main customer problem:
[INSERT]
Desired customer outcome:
[INSERT]
Lead magnet topic:
[INSERT]
Final offer:
[INSERT]
Desired CTA after reading:
[INSERT]
BRAND INFORMATION
Brand personality:
[INSERT]
Tone of voice:
[INSERT]
Brand colors:
[INSERT HEX CODES]
Preferred fonts:
[INSERT IF KNOWN]
Visual style:
[INSERT]
Words or phrases to avoid:
[INSERT]
CTA style:
[INSERT]
OBJECTIVE
Create a useful lead magnet ebook that helps the audience solve one specific problem and naturally
leads them toward the main offer.
The ebook should educate first and sell second.
Do not make every page promotional.
STRUCTURE
Create:
1. 5 possible ebook titles
2. 5 subtitle options
3. The strongest recommended title
4. Target reader description
5. The main promise of the ebook
6. A 7 to 10 chapter outline
7. What each chapter should teach
8. Recommended examples or case studies
9. Suggested checklist or worksheet
10. Final CTA
11. Recommended total page count
12. Suggested visual or image idea for every major section
WRITING REQUIREMENTS
Use simple language.
Avoid unnecessary jargon.
Use short sections.
Include practical examples.
Make the content educational and actionable.
Do not invent statistics or research.
Mark areas where external research is required.
BRANDING REQUIREMENTS
Keep the messaging consistent with the brand personality and tone.
For every major page or section, include a short design direction using these brand colors:
[INSERT COLORS]
The design should follow this visual style:
[INSERT STYLE]
Do not write the complete ebook yet.
Start with the strategic outline so I can approve it first.

What to Review • Does the title clearly say who it is for or what problem it solves? • Does the promise feel realistic and useful? • Does the outline stay focused on one main problem? • Does the final CTA naturally connect to the main offer? • Does the design direction match the brand? DO NOT SKIP THIS REVIEW If the outline is weak, the final ebook will also be weak. Fix the strategy now because writing more pages will not fix a bad direction.

05 Approve the Title, Promise, and Outline

Make decisions before asking AI to write. Concept AI may give several good ideas, but you still choose the final direction. Your job is to decide what best fits the business and audience. Do not let AI make every strategic decision automatically. Approval Checklist • One clear audience • One clear problem • One useful promise • A title that is easy to understand • An outline that logically moves from problem to solution • A final CTA that fits the reader’s stage • No unnecessary chapters added only to make the ebook longer

Optional Refinement Prompt

Copy-ready prompt

Review this proposed lead magnet strategy:
[PASTE TITLE, PROMISE, TARGET READER, OUTLINE, AND CTA]
Business offer: [INSERT]
Target audience: [INSERT]
Main problem: [INSERT]
Act as a lead generation strategist.
Improve the strategy only where needed.
Check:
1. Is the lead magnet specific enough?
2. Does it solve one meaningful problem?
3. Does it attract people who may realistically need the paid offer?
4. Is the title clear rather than clever?
5. Is the outline in the right order?
6. Is anything missing?
7. Is anything unnecessary?
8. Does the CTA feel like a natural next step?
Return:
- What is already strong
- What should be changed
- A revised final outline
Do not write the full ebook yet.

06 Research and Verify the Content

AI can help research, but factual claims still need checking. Concept AI can summarize topics and identify what to research, but it can sometimes produce incorrect details or invented statistics. Treat research as a separate step. Ask AI to show where verification is needed, then verify important claims with reliable sources.

Chapter Research Prompt

Copy-ready prompt

I am researching the following chapter for a lead magnet:
[INSERT CHAPTER]
Target audience:
[INSERT]
Topic:
[INSERT]
Find the major questions, problems, misconceptions, and information this audience needs to understand.
Separate your response into:
1. Established concepts
2. Claims that require verification
3. Recommended research areas
4. Statistics that would strengthen the chapter
5. Examples that could make the topic easier to understand
Do not invent statistics, studies, or quotations.
Clearly label anything that should be verified before publishing.

What to Check • Statistics • Laws or regulations • Prices or market rates • Medical, legal, financial, or tax claims • Current platform features • Dates and deadlines • Quotes and research findings BEGINNER TIP If a claim could cause a reader to make an important decision, verify it before publishing.

07 Write One Chapter at a Time

Small prompts are easier to review and improve. Concept Do not ask AI to write a 30-page ebook in one message. When you write one chapter at a time, you can control quality, remove repetition, correct mistakes, and keep the brand voice consistent.

Chapter Writing Prompt

Copy-ready prompt

Using the approved ebook strategy below, write Chapter [NUMBER].
EBOOK TITLE:
[INSERT]
TARGET AUDIENCE:
[INSERT]
CHAPTER:
[INSERT]
PURPOSE OF THIS CHAPTER:
[INSERT]
BRAND VOICE:
[INSERT]
Write approximately [NUMBER] words.
Requirements:
- Start with a relatable introduction
- Explain the concept simply
- Use practical examples
- Add steps where appropriate
- Avoid filler
- Avoid repeating previous chapters
- Keep the writing educational
- Use language appropriate for beginners
- Connect the lesson naturally to the next chapter
- Do not add a sales CTA yet unless this is the final chapter
If a statistic or factual claim requires external verification, mark it as [VERIFY].

Review After Every Chapter • Is it easy enough for the target audience to understand? • Does it teach something useful? • Is anything repeated? • Are there unsupported claims? • Does the tone match the brand? • Does it naturally lead into the next section?

08 Create the Final CTA

The lead magnet should have a clear next step. Concept The CTA is not there to turn the whole ebook into a sales pitch. It simply tells the reader what they can do next if they want more help. The best CTA matches the problem the lead magnet just helped them understand.

CTA Prompt

Copy-ready prompt

I have created this lead magnet:
Lead magnet:
[INSERT]
Audience:
[INSERT]
Problem solved:
[INSERT]
Business offer:
[INSERT]
Create 5 possible CTAs for the final page.
The CTA should feel like the natural next step after reading the guide.
Avoid aggressive sales language.
For each CTA provide:
1. Headline
2. Short explanation
3. Button text
4. Why this CTA fits the reader's stage

Examples of Next Steps • Book a consultation • Request a demo • Get a quote • Buy the full guide • Register for a webinar • Reply to the email • View a service page • Start a free trial

09 Create the Visual Design Plan

Plan the pages before opening Canva. Concept Design is easier when you already know what each page is supposed to do. Ask AI for page-by-page art direction, then use that as your Canva plan. AI should guide the layout, not replace your judgment.

Visual Plan Prompt

Copy-ready prompt

Act as an ebook art director.
Create a visual design plan for this lead magnet.
EBOOK TITLE:
[INSERT]
AUDIENCE:
[INSERT]
BRAND PERSONALITY:
[INSERT]
BRAND COLORS:
[INSERT HEX CODES]
FONTS:
[INSERT]
VISUAL STYLE:
[INSERT]
Create a page-by-page visual direction.
For every page include:
1. Page purpose
2. Recommended layout
3. Suggested headline placement
4. Suggested image or illustration
5. Recommended icon style
6. Which brand color should be dominant
7. Whether the page should be text-heavy, visual-heavy, or balanced
Keep the design consistent throughout the ebook.
Avoid clutter.
Make the ebook readable on both desktop and mobile.

10 Design the Lead Magnet

Move from AI planning into a real branded asset. Recommended Workflow 16. Open Canva or your preferred design tool. 17. Create the page size you want, usually A4 or US Letter. 18. Set the brand colors and fonts first. 19. Build the cover page. 20. Create one or two reusable inside-page layouts. 21. Paste in the approved chapter copy. 22. Use visuals only where they help explain the content. 23. Add the CTA page. 24. Check spacing, font size, and mobile readability. DESIGN RULE Do not make every page completely different. Consistency makes the ebook look more professional and easier to read.

11 Quality Check the Lead Magnet

Review strategy, content, facts, branding, and usability. Quality Checklist • The lead magnet is for one clear audience. • It solves one specific problem. • The title and promise are clear. • The content is useful, not filler. • Important facts are verified. • The brand voice is consistent. • The colors and fonts match the brand. • The PDF is easy to read on a phone. • There are no broken links or spelling errors. • The CTA is clear and relevant. • The lead magnet connects to the paid offer without overselling.

Final Review Prompt

Copy-ready prompt

Act as a lead magnet quality reviewer.
Review the following lead magnet content and strategy:
[PASTE THE FINAL TEXT OR SUMMARY]
Business: [INSERT]
Audience: [INSERT]
Offer: [INSERT]
Lead magnet goal: [INSERT]
Brand voice: [INSERT]
Final CTA: [INSERT]
Evaluate it for:
1. Clarity
2. Relevance
3. Usefulness
4. Audience fit
5. Logical structure
6. Repetition
7. Unsupported factual claims
8. Brand consistency
9. CTA fit
10. Anything that may confuse a beginner
Return a simple checklist:
- Keep
- Fix
- Remove
- Verify
Do not rewrite everything unless I ask.

12 Export the Final PDF

Create the file the lead will actually receive. What to Do 25. Export the final design as a PDF. 26. Open the PDF and check every page. 27. Test all clickable links. 28. Make sure the file name is clean and professional. 29. Keep the file size reasonable so it loads quickly. 30. Save an editable source copy for future updates.

13 Upload the Lead Magnet to the Funnel

The PDF becomes useful for lead generation only when people can access it through a real campaign. Simple Flow Content or Ad → Landing Page → Lead Capture Form → Thank-You Page → Lead Magnet Delivery What You Need • Landing page • Form • Thank-you page • PDF file or download link • CRM connection • Email delivery message

14 Connect the Form, CRM, and Automation

Make sure the lead receives the resource and enters the follow-up system. Basic Automation 31. Form submitted 32. Create or update contact 33. Add tag 34. Create opportunity if needed 35. Send lead magnet delivery email 36. Notify the business or team 37. Start nurture sequence 38. Move the lead through the pipeline based on actions In this course, GoHighLevel is the main CRM and automation platform used for the practical build.

15 Promote the Lead Magnet

A lead magnet cannot generate leads if nobody sees it. Traffic Sources • Organic social media content • Email list • Website or blog • SEO • Community posts • Partnerships • Webinars • Optional Meta Ads Simple Content-Led Flow Problem-focused content → Lead magnet CTA → Funnel → Lead capture → CRM → Nurture → Sales CTA FINAL PRINCIPLE You are not creating a free PDF just to have one. You are building a useful asset that helps the right person take one step closer to the solution the business provides.

Prompt library by lead magnet type

Use these prompts when the lead magnet format is different. Keep the business and brand information specific. Replace every [INSERT] field before sending the prompt.

A. Ebook / Guide Prompt

A. Ebook / Guide Prompt

Copy-ready prompt

Create a lead magnet ebook strategy for:
Business:
[INSERT]
Audience:
[INSERT]
Offer:
[INSERT]
Main problem:
[INSERT]
Brand:
[INSERT]
Brand colors:
[INSERT]
Tone:
[INSERT]
Create a 7 to 10 chapter educational guide.
The guide should help the reader understand the problem, learn a practical framework, and know what
action to take next.
Include:
- Title
- Subtitle
- Promise
- Chapter outline
- Examples
- Action steps
- Final CTA
- Visual direction using the brand colors
Do not overpromote the business.

B. Checklist Prompt

B. Checklist Prompt

Copy-ready prompt

Create a practical lead magnet checklist.
Business:
[INSERT]
Audience:
[INSERT]
Offer:
[INSERT]
Task the checklist helps complete:
[INSERT]
Brand personality:
[INSERT]
Brand colors:
[INSERT]
Tone:
[INSERT]
Create:
1. Checklist title
2. Subtitle
3. Short introduction
4. 15 to 25 checklist items
5. Group the items into logical stages
6. Add a short explanation where clarification is necessary
7. Include a completion section
8. Add a natural CTA to the main offer
9. Give a Canva design recommendation using the brand colors
The checklist should be actionable rather than educationally heavy.

C. Workbook Prompt

C. Workbook Prompt

Copy-ready prompt

Create an interactive lead magnet workbook.
Business:
[INSERT]
Audience:
[INSERT]
Business offer:
[INSERT]
Problem:
[INSERT]
Desired transformation:
[INSERT]
Brand colors:
[INSERT]
Brand personality:
[INSERT]
Tone:
[INSERT]
Structure the workbook so the reader actively completes exercises.
Include:
1. Workbook title
2. Introduction
3. 5 to 7 sections
4. Reflection questions
5. Fill-in-the-blank exercises
6. Tables or planning worksheets
7. Action plan
8. Final summary
9. CTA
10. Page-by-page design recommendations using the brand identity
The workbook should require participation, not just reading.

D. Template Prompt

D. Template Prompt

Copy-ready prompt

Create a lead magnet template.
Business:
[INSERT]
Audience:
[INSERT]
Task they need help completing:
[INSERT]
Offer:
[INSERT]
Brand colors:
[INSERT]
Brand tone:
[INSERT]
Create:
1. Template title
2. Instructions
3. Editable template structure
4. Example of a completed version
5. Common mistakes
6. Quick-use instructions
7. CTA
8. Canva or document design direction based on the brand
The lead should be able to use the template immediately.

E. Swipe File Prompt

E. Swipe File Prompt

Copy-ready prompt

Create a lead magnet swipe file.
Audience:
[INSERT]
Topic:
[INSERT]
Business offer:
[INSERT]
Brand voice:
[INSERT]
Brand colors:
[INSERT]
Create:
1. Swipe file title
2. Short usage instructions
3. [NUMBER] examples
4. Organize examples by category
5. Explain when each category should be used
6. Add customizable placeholders
7. Include a final CTA
8. Provide visual design recommendations that follow the brand
Make the examples adaptable rather than something users should copy word for word.

F. Assessment Prompt

F. Assessment Prompt

Copy-ready prompt

Create a lead generation assessment.
Business:
[INSERT]
Audience:
[INSERT]
Offer:
[INSERT]
Problem:
[INSERT]
Brand tone:
[INSERT]
Brand colors:
[INSERT]
The assessment should help users understand their current situation and help the business identify
qualified opportunities.
Create:
1. Assessment title
2. Short introduction
3. 10 to 15 questions
4. Answer options
5. Scoring method
6. 3 to 4 result categories
7. Explanation for every result
8. Recommended next action
9. CTA appropriate for each result
10. Design direction using the brand identity
Do not make every result tell the person to immediately buy.

G. Webinar Lead Magnet Prompt

G. Webinar Lead Magnet Prompt

Copy-ready prompt

Create a free webinar lead generation campaign.
Business:
[INSERT]
Audience:
[INSERT]
Offer:
[INSERT]
Topic:
[INSERT]
Brand personality:
[INSERT]
Brand colors:
[INSERT]
Create:
1. Webinar title
2. Subtitle
3. Big promise
4. 3 to 5 learning outcomes
5. Webinar agenda
6. Registration page copy
7. Confirmation page copy
8. Reminder email sequence
9. Webinar outline
10. End-of-webinar CTA
11. Follow-up email sequence
12. Visual branding direction
The webinar should provide genuine education before presenting the offer.

H. Mini-Course Prompt

H. Mini-Course Prompt

Copy-ready prompt

Create a free mini-course lead magnet.
Business:
[INSERT]
Audience:
[INSERT]
Problem:
[INSERT]
Paid offer:
[INSERT]
Brand personality:
[INSERT]
Brand colors:
[INSERT]
Create a [3/5/7]-day mini-course.
For each day include:
- Lesson title
- Main teaching point
- Exercise
- Quick win
- Email introduction
- CTA to continue
The lessons should progressively move the learner from understanding the problem to being ready for the
next solution.
Include branding and design recommendations throughout.

Best Lead Magnet Creation Workflow

Use this as your one-page checklist whenever you create a new lead magnet. 01 Choose the audience - Who exactly is this for? 02 Identify one important problem - What problem do they want solved now? 03 Connect it to the business offer - What paid solution comes after the free resource? 04 Choose the lead magnet type - Ebook, checklist, workbook, template, assessment, webinar, etc. 05 Define the promise - What useful result will the person get? 06 Add the brand - Voice, colors, fonts, visual style, CTA style. 07 Use AI to create the strategy and outline - Plan before writing. 08 Research and verify - Check facts, statistics, prices, laws, platform updates, and claims. 09 Write one section at a time - Review quality before continuing. 10 Create the CTA - Give one natural next step. 11 Create the visual plan and design - Use Canva or another design tool. 12 Quality check and export - Proofread, test links, check mobile readability, export PDF. 13 Upload to the funnel - Connect the PDF to the landing page and form. 14 Connect automation - CRM, tags, delivery email, nurture, sales CTA. 15 Promote it - Use content first, then optional paid traffic such as Meta Ads. REMEMBER The best prompt cannot rescue a weak strategy. Better inputs create better outputs. Define the business, audience, problem, offer, and brand first, then use AI as your assistant to plan, research, write, review, and design.