Get Your Life Coach Lead Generator Ready to Convert Prospects Into Clients
A Simple Step-by-Step Guide to Personalizing, Connecting, and Automating Your Lead Magnet
Not everyone who visits your website is ready to book a call right away. That’s why your Life Coach Brand Pack comes with a done-for-you lead generator: the Life Satisfaction Inventory. When you set this up and connect it to your automations, you can turn curious visitors into leads—and keep nurturing them until they’re ready to become clients. Here’s how to update your inventory, automate the delivery, and make the whole system work for you.
Update Your Life Satisfaction Inventory
- Open the Canva Template: Click the link to your Inventory template. You don’t need a paid Canva account—a free one works just fine.
- Make It Yours: Adjust any questions you want, add your contact info or call to action at the end, and make sure it fits your brand.
- Download Your Guide: Click "Share," then "Download." Choose PDF (not PNG), select all pages, and save it to your computer.
Upload and Link Your New Guide
- Go to Media Storage: In your Marketing OS, open your media storage and navigate to the Life Coach folder.
- Upload Your PDF: Hit "Upload," choose your updated Inventory PDF, and let it process.
- Remove the Old Version: Move your old PDF to the trash, so only the updated one is available.
- Copy the Link: Click the three dots next to your new file, select "Get Link," and copy it.
Related Guides
Update Automations and Trigger Link
- Update the Trigger Link:
- Go to Marketing > Trigger Links, and search for the “life coach download” trigger link.
- Click the pencil icon, paste your new PDF link, and save. Now every button and email that uses this link will deliver your new guide.
- Check the Email Sequence:
- Go to Automations > Lead Gen Sales Sequence. The automation should trigger when someone fills out the form.
- Personalize the customer testimonial email. Add your own story, or remove that email for now if you don’t have one yet.
- All other emails are pre-written, but feel free to make tweaks if you want.
- Test Your Flow:
- Fill out the website form as a prospect and make sure you get the updated PDF and the right follow-up emails.
Related Guides
With just a few quick updates, your Life Satisfaction Inventory is ready to go—and you have a complete system to turn website visitors into real leads and new clients. Your follow-up is automatic, your emails are already set, and you’re ready to grow your coaching business with less effort.
Action Plan
Frequently Asked Questions
