Playbook

Lead magnet ideas for small businesses

A good lead magnet gives the visitor something useful in return for their time and attention. Static PDFs still work, but interactive lead magnets tend to convert better and give you more to work with on follow-up.

Outcome

Ship one scored, interactive lead magnet this week — not another 40-page PDF.

What to do today

A 30-minute checklist

  • 1List 3 questions prospects ask you most often.
  • 2Pick the one where the answer really depends on their situation.
  • 3Turn it into a 6-question assessment with 3 possible results.
  • 4Write a short, opinionated result page per band.
  • 5Replace your PDF download CTA with the assessment link.
How the funnel flows

Visitor to warm lead

01Visitor curious
02Interactive check
03Personalized result
04Email + follow-up angle

Each step should feel useful, not gated.

Before

PDFs feel like value on the download page, then sit unread. You get an email, but no signal — and no honest reason to follow up.

After Lead Cues

Trade the PDF for a 5-minute scored assessment. You get answers, they get an actual result.

Example assessment

'Where's my funnel leaking?' scorecard

5 questions
  1. Q1How do most leads reach you today?
  2. Q2How fast is your average first response?
  3. Q3How do you triage or score leads?
  4. Q4What's your typical close rate?
  5. Q5What breaks first when traffic doubles?
Result they see
Leak score: 68 / 100 — biggest gap is triage.

Beats a generic 'funnel checklist PDF' every time.

score attachedsource tagnext-step angle
Copy-paste outreach

Send this within the day

Subject
Your scorecard result — the one thing to fix first
Hi {{first_name}},

Your scorecard came in at {{score}}. The biggest lever is {{top_gap}} — most small teams get 20-30% more meetings just by fixing that one step.

Want a walk-through? Here's a 20-min slot: {{booking_link}}

— {{your_name}}
Common mistake

Gating a 40-page PDF nobody reads

PDFs feel like value on the download page, then sit unread. You get an email, but no signal — and no honest reason to follow up.

Do this instead
Trade the PDF for a 5-minute scored assessment. You get answers, they get an actual result.
Deeper reading

Skim if you want the reasoning

Assessments and scorecards

Ask 6–10 targeted questions, score the answers, and show a personalized result. Works especially well for services, consulting, and coaching.

Readiness checks

  • Website Lead Readiness Audit
  • Marketing Funnel Health Check
  • SaaS Trial Readiness Check
  • Home Service Quote Readiness

Fit-focused quizzes

Recommend the right product, tier, or offer based on the visitor's answers. Great for ecommerce, courses, and multi-package service businesses.

Checklists and mini-audits

Short, opinionated checklists that show what 'good' looks like — plus a scored version so visitors know where they stand.

What to avoid

  • Anything that promises a guaranteed outcome (leads, revenue, rankings, health, or financial results).
  • Lead magnets so generic they could belong to any competitor.
  • Long PDFs no one will read — a 5-minute assessment beats a 40-page ebook.
Matching template

Start with the Marketing Funnel Health Check template.

The most reused starter — clone it, rebrand it, ship a scorecard by tonight.

What you get in 5 minutes
  • Shareable link to your assessment
  • Scored, tagged leads in your dashboard
  • Follow-up angle written for every lead