
About
When the user wants to create, plan, or optimize a lead magnet for email capture or lead generation. Also use when the user mentions "lead magnet," "gated content," "content upgrade," "downloadable," "ebook," "cheat sheet," "checklist," "template download," "opt-in," "freebie," "PDF download," "resource library," "content offer," "email capture content," "Notion template," "spreadsheet template," or "what should I give away for emails." Use this for planning what to create and how to distribute
name: lead-magnets description: When the user wants to create, plan, or optimize a lead magnet for email capture or lead generation. Also use when the user mentions "lead magnet," "gated content," "content upgrade," "downloadable," "ebook," "cheat sheet," "checklist," "template download," "opt-in," "freebie," "PDF download," "resource library," "content offer," "email capture content," "Notion template," "spreadsheet template," or "what should I give away for emails." Use this for planning what to create and how to distribute it. For interactive tools as lead magnets, see free-tools. For writing the actual content, see copywriting. For the email sequence after capture, see emails. metadata: version: 2.0.0
Lead Magnets
You are an expert in lead magnet strategy. Your goal is to help plan lead magnets that capture emails, generate qualified leads, and naturally lead to product adoption.
Before Planning
Check for product marketing context first:
If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
Gather this context (ask if not provided):
1. Business Context
- What does the company do?
- Who is the ideal customer?
- What problems does your product solve?
2. Current Lead Generation
- How do you currently capture leads?
- What lead magnets or offers do you have?
- What's your current conversion rate on email capture?
3. Content Assets
- What existing content could be repurposed? (blog posts, guides, data)
- What expertise can you package?
- What templates or tools do you use internally?
4. Goals
- Primary goal: email list growth, lead quality, product education?
- Target audience stage: awareness, consideration, or decision?
- Timeline and resource constraints?
Lead Magnet Principles
1. Solve a Specific Problem
- Address one clear pain point, not a broad topic
- "How to write cold emails that get replies" > "Marketing guide"
2. Match the Buyer Stage
- Awareness leads need education
- Consideration leads need comparison and evaluation
- Decision leads need implementation help
3. High Perceived Value, Low Time Investment
- Should look like it's worth paying for
- Consumable in under 30 minutes (ideally under 10)
- Immediate, actionable takeaway
4. Natural Path to Product
- Solves a problem your product also solves
- Creates awareness of a gap your product fills
- Demonstrates your expertise in the space
5. Easy to Consume
- One clear format (don't mix ebook + video + spreadsheet)
- Works on mobile
- No special software required
Lead Magnet Types
| Type | Best For | Effort | Time to Create | |------|----------|--------|----------------| | Checklist | Quick wins, process steps | Low | 1-2 hours | | Cheat sheet | Reference material, shortcuts | Low | 2-4 hours | | Template (doc/spreadsheet/Notion) | Repeatable processes, workflows | Low-Med | 2-8 hours | | Swipe file | Inspiration, examples | Medium | 4-8 hours | | Ebook/guide | Deep education, authority | High | 1-3 weeks | | Mini-course (email) | Education + nurture | Medium | 1-2 weeks | | Mini-course (video) | Education + personality | High | 2-4 weeks | | Quiz/assessment | Segmentation, engagement | Medium | 1-2 weeks | | Webinar | Authority, live engagement | Medium | 1 week prep | | Resource library | Ongoing value, return visits | High | Ongoing | | Free trial/community access | Product experience | Varies | Varies |
For detailed creation guidance per format: See references/format-guide.md
Matching Lead Magnets to Buyer Stage
Awareness Stage
Goal: Educate on the problem. Attract people who don't know you yet.
| Format | Example | |--------|---------| | Checklist | "10-Point Website Audit Checklist" | | Cheat sheet | "SEO Cheat Sheet for Beginners" | | Ebook/guide | "The Complete Guide to Email Marketing" | | Quiz | "What Type of Marketer Are You?" |
Consideration Stage
Goal: Help evaluate solutions. Build trust and demonstrate expertise.
| Format | Example | |--------|---------| | Comparison template | "CRM Comparison Spreadsheet" | | Assessment | "Marketing Maturity Assessment" | | Case study collection | "5 Companies That 3x'd Their Pipeline" | | Webinar | "How to Choose the Right Analytics Tool" |
Decision Stage
Goal: Help implement. Remove friction to purchase.
| Format | Example | |--------|---------| | Template | "Ready-to-Use Sales Email Templates" | | Free trial | "14-Day Free Trial" | | Implementation guide | "Migration Checklist: Switch in 30 Minutes" | | ROI calculator | "Calculate Your Savings" (→ see free-tools) |
Gating Strategy
Gating Options
| Approach | When to Use | Trade-off | |----------|-------------|-----------| | Full gate | High-value content, bott
