How to Use Your Business Coach Lead Generator to Get More Clients

Easy Updates, Automations, and Pro Tips for Converting Website Visitors into Leads

A good lead generator can be the difference between website visitors just browsing and turning into real, paying clients. With your Business Coach Brand Pack, you already have a powerful lead magnet in place—now let’s make sure it’s customized, connected, and working for you. We’ll walk through how to update your downloadable guide, tweak the automation and trigger links, and get your whole lead capture system running smoothly.

Personalize Your Lead Generator PDF

  • Download Your Template: Grab the Canva template link for your “8 Mistakes Every Small Business Must Avoid” guide.
  • Edit in Canva: You don’t need a paid account. Update your business name, website, and social media. Adjust the content if you want, but most of it is already done for you!
  • Download as PDF: When finished, download as a “PDF Standard” (not PNG).
  • Upload to Media Storage: Head back to your marketing OS, open media storage, and upload your updated PDF.

Update Your Trigger Link

  • Find Your Trigger Link: In your OS dashboard, go to Marketing > Trigger Links and search for “download.”
  • Replace with New PDF: Click the pencil/edit icon next to your lead generator trigger link and paste the link to your new PDF.
  • Why This Matters: This updates the link everywhere (emails, automations, etc.), so your leads always get the correct, up-to-date guide.

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Check & Edit Automations and Emails

  • Open Your Automation: Go to Automations > Business Coach > Lead Generator Sales Sequence.
  • Update Testimonials: Add your own client testimonials to the email sequence to make it more personal.
  • Test the Automation: Fill out the form yourself to make sure it sends the correct email and guide.
  • Opportunities Pipeline: See all new leads in your “Opportunities” section so you can track who’s downloaded your guide and follow up as needed.

Keep Growing—Optimize and Tweak

  • Review Your Next Steps: Make sure the suggested next steps at the end of your PDF fit your offers and style.
  • Update as Needed: If you change your business details, just repeat these steps. Everything else updates automatically!

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A strong lead generator helps you stay top-of-mind for prospects who aren’t ready to book right now. With your Business Coach Brand Pack, all the tech is handled—you just add your branding, update a few links, and let the automation do the work. Need help? Use the OS help request and the team is ready to support you.

Action Plan

  • Edit your Canva lead generator template and download as PDF.
  • Upload your new PDF to media storage in your OS.
  • Update your trigger link to point to the new PDF.
  • Personalize the follow-up emails with your own testimonials.
  • Test your lead capture form to make sure everything works.
  • Watch new leads come in and follow up to book more clients!

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