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Plans and optimizes gated content (ebooks, checklists, templates, spreadsheets) for email capture and lead generation.
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references/format-guide.md
1# Lead Magnet Format Guide23Detailed creation guidance for each lead magnet format.45## Contents6- Ebooks & Guides7- Checklists8- Cheat Sheets9- Templates & Spreadsheets10- Swipe Files11- Mini-Courses12- Quizzes & Assessments13- Webinars & Workshops1415---1617## Ebooks & Guides1819**Best for**: Building authority, deep education, awareness-stage leads2021**Structure**:221. Title page with professional design232. Table of contents243. Introduction — frame the problem, set expectations254. 3-7 chapters — one key concept per chapter265. Summary — recap key takeaways276. CTA — next step toward your product2829**Guidelines**:30- Ideal length: 10-25 pages (shorter is fine if valuable)31- Include visuals: charts, diagrams, screenshots32- Use callout boxes for key stats or quotes33- End each chapter with a quick takeaway34- Don't pad — density beats length3536**Tools**: Canva, Google Docs → PDF, Notion export, Designrr, Beacon.by3738---3940## Checklists4142**Best for**: Process-oriented tasks, quick wins, implementation help4344**Structure**:45- Title: "[Number]-Point [Topic] Checklist"46- Numbered or checkbox items47- Group into logical sections if 10+ items48- Brief explanation per item (1-2 sentences)4950**Guidelines**:51- Keep to 1-2 pages52- Use actionable language ("Verify X", "Set up Y", "Remove Z")53- Order by workflow sequence or priority54- Make it printable — clean layout, generous spacing55- Include a "done" checkbox for each item5657**What works**: Step-by-step processes, audit criteria, launch checklists, setup guides5859---6061## Cheat Sheets6263**Best for**: Reference material, shortcuts, quick-lookup information6465**Structure**:66- One page (two pages max)67- Organized by category or workflow68- Dense but scannable69- Visual hierarchy with headers and grouping7071**Guidelines**:72- Optimize for quick reference, not reading73- Use tables, grids, or columns74- Include formulas, shortcuts, or code snippets75- Design for printing or saving as desktop reference76- Bold the most important items7778**What works**: Keyboard shortcuts, formula references, terminology glossaries, decision matrices7980---8182## Templates & Spreadsheets8384**Best for**: Repeatable processes, planning, tracking8586### Spreadsheet Templates (Google Sheets / Excel)87- Include a "How to Use" tab with instructions88- Pre-fill with example data89- Use data validation for dropdown fields90- Add conditional formatting for visual cues91- Lock formula cells, leave input cells editable92- Include a "Make a Copy" link (Google Sheets)9394### Notion Templates95- Provide a duplicate link96- Include a getting-started guide97- Pre-populate with example content98- Use Notion's database features (views, filters, relations)99- Keep it simple — don't over-engineer100101### Document Templates102- Provide in multiple formats (Google Doc, Word, PDF)103- Include placeholder text with [BRACKETS] for customization104- Add inline instructions in a different color105- Make it immediately usable with minimal editing106107**Key principle**: Templates should be usable within 5 minutes of downloading.108109---110111## Swipe Files112113**Best for**: Inspiration, examples, learning from others114115**Structure**:116- Curated collection of 15-50 examples117- Organized by category, type, or use case118- Each example includes:119- The example itself (screenshot, text, link)120- Why it works (2-3 bullet annotations)121- How to adapt it (1-2 sentences)122123**Guidelines**:124- Quality over quantity — curate ruthlessly125- Add your analysis, don't just collect126- Organize for browsing (categories, tags)127- Update periodically with fresh examples128- Credit original sources129130**What works**: Email subject lines, landing pages, ad copy, CTAs, onboarding flows, pricing pages131132---133134## Mini-Courses135136### Email-Based Mini-Courses137- 3-5 emails delivered over 5-7 days138- One lesson per email, one concept per lesson139- Each email: teach → example → exercise140- Progressive difficulty (build on previous lessons)141- Final email: summary + CTA for product or next step142143### Video-Based Mini-Courses144- 3-5 videos, 5-15 minutes each145- Host on unlisted YouTube, Loom, or course platform146- Deliver links via email drip147- Include worksheets or exercises per lesson148- More personal — builds stronger connection149150**Cadence**: Every 1-2 days. Don't stretch too thin or compress too tight.151152**Key principle**: Each lesson should deliver standalone value. If someone only watches lesson 2, they should still learn something useful.153154---155156## Quizzes & Assessments157158**Best for**: Engagement, segmentation, personalized results159160**Question Design**:161- 5-10 questions (sweet spot: 7)162- Multiple choice only — no open-ended163- Questions should feel insightful, not obvious164- Progress indicator ("Question 3 of 7")165166**Result Segmentation**:167- 3-5 result categories168- Each result: name, description, personalized recommendations169- Tailor follow-up emails by result type170- Share-worthy result format ("I got: Growth Stage Marketer!")171172**Implementation**: Gate results behind email capture. The quiz itself is ungated — the personalized results require an email.173174**For building interactive quizzes**: See **free-tool-strategy** skill for technical implementation guidance.175176---177178## Webinars & Workshops179180### Live Webinars181- 30-45 minutes teaching + 15 minutes Q&A182- Structure: Hook → Teach (3 key points) → Demo/example → CTA183- Promote 1-2 weeks in advance184- Send 3 reminder emails (confirmation, day before, 1 hour before)185- Record for replay (extends value)186187### Evergreen Webinars188- Pre-recorded, available on demand189- Same structure as live but tighter editing190- Always-on lead generation191- Gate with email registration192- Automated follow-up sequence193194**Follow-up**: Send replay link + summary + CTA within 24 hours. Continue with nurture sequence.195196**Key principle**: Teach something genuinely useful. A webinar that's just a sales pitch will damage trust.197