GENESIZE — LEAD MAGNET PLANNING WORKSHEET
https://genesize.io/blog/how-to-create-a-lead-magnet

1. THE PERSON
Who is the resource for?
What are they trying to do right now?
What have you learned from talking to them?

2. THE USEFUL FIRST RESULT
This resource helps [specific person] complete [specific task] using [format].
What should a reader be able to do after using it?
What does it NOT promise?

3. THE FORMAT AND CONTENTS
Format (checklist / worksheet / template / short guide / sample):
Instructions:
Steps or prompts:
One labeled example:
Fields the reader can use:
Facts, sources and permissions to check:

4. THE NEXT OFFER
What related paid product or service helps the same person next?
How does the free resource prepare them for it?
If that product stays paid, use a separate project for the free resource.

5. THE LANDING PAGE
Headline:
Who it helps:
Three specific things included:
Resource preview:
Button text:
What happens after submission:
Separate optional marketing permission:
Privacy and support links:

6. DELIVERY AND FOLLOW-UP
Access/download route:
File format:
Resource title is consistent across page, file and delivery:
Optional marketing follow-up and required permission:
Support contact:

7. TEST BEFORE SHARING
[ ] Content is accurate and useful.
[ ] Sample content is clearly labeled.
[ ] Form works on a phone.
[ ] Declining optional marketing still gives resource access.
[ ] Access button and file work.
[ ] Any promised delivery email has been checked.
[ ] Free resource price has not changed the intended paid offer.
[ ] Reporting separates visitors, leads, free claims and sales.

8. DISTRIBUTION AND MEASUREMENT
First place to share the link:
Why the people there need this resource:
Reporting period:
Visitor and lead definitions:
Relevant next step to measure:
What you will change after reviewing real activity: