The steps
- Choose the problem. Use the words clients use before they hire you.
- Pick a format. Checklist, guide, worksheet or cheat sheet. See which format to choose.
- Outline 4–8 sections. Each section should move the reader one step forward.
- Write the content. Plain language, short paragraphs, one example per section.
- Design it. Cover page, your logo, your colors, readable type. Leave white space.
- Export a PDF. Check it on a phone as well as a laptop.
- Build the opt-in page. Title, two or three bullet points of what is inside, an email field.
- Connect delivery. Your email tool sends the PDF and adds the subscriber to your list.
- Write a short welcome sequence. A few emails that help them use it and introduce you.
Tools you can use
Many people write in a document editor and design in a tool like Canva. A dedicated lead magnet tool such as Magnetbrief puts outline, writing, branded design and the opt-in page in one place. Whatever you use, the steps are the same.
Common follow-up questions
What page size should I use?
US Letter is standard in the US and Canada; A4 in most other countries. Either reads fine on screens.
Should the PDF have clickable links?
Yes. Link to your website, booking page or course inside the PDF so interested readers can take the next step.
Updated 2026-11-15. General information; not legal, medical or financial advice.