How to Customize and Launch Your Wellness Lead Generator
Use your lead magnet to turn curious visitors into booked clients
Not everyone is ready to book right away and that’s where your lead generator comes in.
Your Wellness Brand Pack includes a lead magnet tailored to your profession, plus everything behind the scenes to deliver it and follow up automatically. When someone downloads it, you’re building trust and giving them a next step toward working with you.
Here’s how to get it set up fast and make it your own.
Pick the Lead Magnet That Fits Your Niche
Each profession gets its own done-for-you guide:
- Counselors: Personal Inventory Worksheet
- Doulas: Ideal Birth Plan Worksheet
- Massage Therapists: 5 At-Home Relaxation Techniques
- Nutritionists: 5 Simple Shifts to Feel Better Fast
These are ready to use, but fully customizable.
Edit the Canva Template
Want to make it more “you”? Here’s what to do:
- Click the Canva link included with your brand pack
- Use a free Canva account — no need to upgrade
- Update the colors, text, or add your logo
- Download it as a PDF (not PNG)
Then, head into Marketing OS > Media, upload your new file, and copy the new link.
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Update the Trigger Link
This is the link your email automation uses to deliver the lead magnet. Here’s how to make sure it’s right:
- Go to Marketing > Trigger Links
- Find the one that matches your offer
- Edit the link and paste in your new download URL
Now your emails and landing pages will always link to the latest version.
Check the Follow-Up Emails
Your lead generator is more than a download — it’s part of an automated sales sequence:
- Starts with a delivery email
- Followed by a nurture series with helpful info
- Ends with a strong invite to book
You can tweak the wording, update testimonials, or adjust offers anytime inside Automations.
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Action Plan
Your lead generator is now ready to go: customized, connected, and automated.
✅ Share it on social.
✅ Feature it on your website.
✅ Let it work for you behind the scenes.
If anything’s confusing or not working, hit the OS Help Request. We’re here to help.
Frequently Asked Questions
