Steps
- 1Specific freebieSo downloaders self-select.
- 2Last-page invite“Want help applying this?”
- 3Short email sequenceHelp, then invite.
- 4One linkNo menus of options.
Self-assessments and planning workbooks work well here because readers finish with a clear picture of what they need help with.
Read the full answer
Ask a reply question in an early email. Replies start conversations that often turn into calls. See what to send after a download.
Common follow-up questions
Should the call be free?
Many coaches offer a free short call; be clear about what it is.
When should I invite people?
On the last page, and again after a few helpful emails.
Updated 2026-11-15. General information; not legal, medical or financial advice.