How to Get Your Leadership Coach Lead Generator Ready for New Leads
Step-by-Step Setup for Personalizing, Launching, and Automating Your Free Guide
Not every prospect is ready to book a discovery call right away. That’s why your Leadership Coach Brand Pack includes a powerful lead generator: a downloadable guide on transforming leadership challenges into opportunities. With just a few quick updates, you can personalize it, automate the follow-up, and make sure you never miss a chance to turn website visitors into paying clients. Here’s exactly how to set it all up.
Personalize Your Leadership Guide
- Access Your Canva Template: Open the link for your leadership guide. No paid Canva account is needed.
- Update the Essentials: Add your name, your photo, and update the “About the Author” section.
- Tweak the Offer: Change the final call to action if you don’t offer a “Leadership Blueprint” course. Use your main offer, booking page, or any other promo.
- Finish and Download: Click “Share,” select “Download as PDF Standard,” and make sure all pages are included. Save it to your computer.
Upload and Connect the Guide
- Upload the PDF: Go to your media storage (put it in your Leadership Coach folder), and upload your new guide.
- Replace Old Versions: Remove the old PDF if needed, so only the new version is active.
- Update the Trigger Link:
- Go to Marketing > Trigger Links, search for the leadership download trigger link.
- Click the pencil icon to edit, paste in your new PDF’s link, and save.
- This automatically updates every email or button using that link.
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Adjust Automations and Emails
- Check the Automation:
- In Automations > Leadership Coach > Lead Generator Details Sequence, make sure the automation starts when the form is filled out.
- Update the Testimonial:
- Personalize the testimonial in the email sequence. If you don’t have one yet, delete that email for now.
- Nurture Leads Automatically:
- Once the form is filled out, your new lead gets the first email with the guide and is tagged and added to your pipeline. The follow-up sequence is ready and pre-written, but you can adjust it if you want.
Test Everything
- Fill Out the Form as a Prospect:
- Make sure you receive the correct emails and your new guide link works.
- Review the User Journey:
- Double-check that every step is personalized and all links are working—especially your booking links or final calls to action.
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Once you’ve set up your lead generator, you’ll have an automated system that works for you—capturing leads, sending value, and helping you book more discovery calls. Everything is designed to save you time while growing your coaching business.
Action Plan
- Personalize your leadership guide in Canva and download the PDF.
- Upload the new guide to your media storage and delete the old version.
- Update the trigger link so all emails point to your new guide.
- Personalize (or temporarily remove) the testimonial email in your automation.
- Test your form and email flow from start to finish.
- Share your guide everywhere you can: website, social media, and more!
Frequently Asked Questions
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