COACHING PRACTICE TOOLS

Lead Magnet
Ideation Sheet

Design a free resource that solves a real problem for your ideal client and creates a genuine reason to stay in touch.

Lead Magnet Ideation Sheet Coaching Practice Tools

Why This Matters

A lead magnet that doesn't get used doesn't build trust - it builds a list of people who downloaded something once and then forgot about you. The goal isn't opt-ins. The goal is to give your ideal client something genuinely useful, so that when they're ready to invest in coaching, your name is already associated with quality and practical value.

Most lead magnets fail because they try to demonstrate expertise rather than solve a specific problem. A 47-page guide on "everything you need to know about leadership" is less useful and less compelling than a two-page checklist that helps a first-time VP survive their first 90 days. The second one solves a narrow, specific, urgent problem. The first one signals effort but delivers low immediate value.

The format question is secondary to the problem question. Choose the format that best delivers the solution for how busy your ideal client actually is - not the format that seems most impressive. Most coaching clients will engage with something they can act on in 15-20 minutes more reliably than something they intend to read "when things slow down."

Design the delivery sequence before you finish the resource. What email does a new subscriber receive? What does that email say? What does it invite them to do next? Those answers shape whether your lead magnet builds a relationship or just builds a list.

How to Use This Worksheet

  1. Name the specific problem first. Not "help with leadership" but "what to do in the first week when your team doesn't respect you yet." Specific problems produce specific, actionable resources.
  2. Define what they can do, know, or avoid after consuming your lead magnet. This is your success metric - if you can't state it clearly, the resource isn't focused enough.
  3. Choose format based on time to consume. Your ideal client's available attention determines format. Match consumption format to their reality.
  4. Write three title options. The best title usually isn't the first one. Force three drafts - the third tends to be the most specific and most compelling.
  5. Plan the delivery sequence before you finish the resource. The lead magnet is the beginning of a conversation, not a transaction. What conversation do you want to start?
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Audience & Problem
Who is this lead magnet for? (Specific role, situation, or stage)
What specific problem or question does your ideal client have?
What do they typically try first that doesn't work - and why?
What the Lead Magnet Delivers
Core value this resource provides:
After consuming this lead magnet, the reader will be able to:
After consuming it, they will avoid:
2
Format
Select format:
PDF guide / checklist
Workbook / worksheet
Mini-course (3-5 emails or videos)
Quiz / assessment
Template / swipe file
Webinar / workshop replay
Audio or podcast episode
Other:
Estimated time to consume:
Estimated time to create:
Title Options
Draft 3 title options - be specific about the problem or result:
1.
2.
3.
Preferred title:
Delivery Plan
Where will it be hosted and delivered?
Email sequence after opt-in:
Direct download only - no sequence
Welcome email only
3-email follow-up sequence
5+ email nurture sequence
Opt-in page URL (planned):
CTA button text:
What is the next step you want the subscriber to take?
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