Lead Magnet Delivery Template

Use this sequence when a contact opts in to receive a free resource — a PDF guide, checklist, mini-training, or swipe file — via a FlowNurture landing page or embedded form. The goal is to deliver the resource, add immediate value, and warm the lead toward a coaching conversation.

When to use this template

• A contact submits a form on your landing page to receive a free resource
• You want to follow up without feeling pushy
• You have a discovery call or consultation you'd like to offer within the next 7–10 days

The sequence

Email 1 — Resource delivery

Timing: Immediately on form submission

Subject options:

• Here's your [resource name], [First name]
• Your [guide/checklist] is inside
• [First name], your free [resource name] is ready

Body:

Hi [First name],

Here's the [resource name] you asked for:

[Button: Download now] or [Direct link]

I made this because [one sentence on why you created the resource — the problem it solves].

Over the next few days I'll share a couple of things that go deeper on [topic] — practical, no fluff. Reply to this any time if you have questions.

[Your name]
[Title / tagline]

Goal: Deliver the resource immediately and set the expectation for follow-up emails. Keep this email short — they came for the resource, not the copy.

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Email 2 — Value-add insight

Timing: Day 2

Subject options:

• The thing most people miss about [topic]
• One idea worth adding to [resource name]
• [First name], a quick thought on [topic]

Body:

Hi [First name],

Yesterday I sent over [resource name]. Here's something that often comes up when people start applying it:

[Share one specific insight, mistake to avoid, or deeper tip that isn't in the resource. 2–3 short paragraphs max.]

If you're working through [topic] right now, this is usually the part where it gets tricky.

Let me know how it's going — I read every reply.

[Your name]

Goal: Establish credibility and create a two-way conversation. This email gets the most replies in the sequence when the insight is genuinely useful.

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Email 3 — Social proof or client story

Timing: Day 4

Subject options:

• How [Client first name] went from [problem] to [result]
• A quick story about [outcome]
• What changed for [client/audience type]

Body:

Hi [First name],

I want to share a quick story.

[Client name or "One of my clients"] came to me [describe the situation — their problem or goal in 1–2 sentences].

We worked together on [high-level description of what you did]. [Specific result or outcome].

The thing that made the difference: [one clear takeaway].

If you're in a similar situation, I'd love to help. I have [number] spots open for [month] — if a conversation makes sense, here's how to grab a time:

[Button: Book a free discovery call]

[Your name]

Goal: Make the outcome real with a story and introduce the discovery call offer naturally. The CTA should feel like an invitation, not a pitch.

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Email 4 — Soft close

Timing: Day 7

Subject options:

• Still here if you need me, [First name]
• One last thought on [topic]
• Quick question before I go quiet

Body:

Hi [First name],

This is the last email in this short series.

I hope [resource name] gave you something useful to work with. If you've had a chance to apply any of it, I'd genuinely love to hear how it went — just reply.

If you're at the stage where you'd like some support on [topic/goal], I have a few discovery calls available this month. No pitch — just a conversation to see whether working together makes sense.

[Button: Book a free call]

Either way, you'll keep hearing from me through [newsletter/regular emails] — [one sentence on what you share and how often].

Thanks for being here.

[Your name]

Goal: Close the lead magnet sequence gracefully, reinforce the relationship, and leave the door open for a call without pressure.

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Implementation in FlowNurture

Setting up the workflow trigger

1. Create a Landing Page or embed a FlowNurture form with an opt-in field for the resource
2. In Workflows, add a Form Submitted trigger — select your lead magnet form
3. Add each email as a Send Email step, with Time Delay steps between them:
   • Email 1: immediately (no delay)
   • Email 2: delay 2 days
   • Email 3: delay 4 days
   • Email 4: delay 7 days from the start (3 days after Email 3)

Tagging and segmentation

Tag the contact when they opt in:

• lead-magnet-[resource-name] — tracks which resource they requested
• lead-source-organic or lead-source-paid — useful for attribution

In FlowNurture, add a Tag Contact action immediately after the trigger, before the first email. This lets you segment leads by resource and exclude them from unrelated campaigns.

Personalization variables