5 Rules for Creating Great Lead Magnets

5 Rules for Creating Great Lead Magnets

November 04, 20244 min read

Hey there! I'm Rebecca Bertoldi, your friend in marketing, ready to dive deep into a crucial topic that can skyrocket your coaching business—lead magnets. Yep, you heard that right! We're talking all about crafting great lead magnets that truly work. Today, I'll guide you through five essential rules that will help create lead magnets that transform curious visitors into loyal clients. So, let's roll up our sleeves and dive in!

Read on or watch the video.

Why Lead Magnets Matter

If you're new to the concept, lead magnets are valuable offerings you provide to potential clients, helping them see the benefit of working with you—and ultimately making them excited to do so! From eBooks to quizzes to video series, they come in all shapes and sizes. But what makes a lead magnet not just good, but great? Let's break it down.

Rule 1: It’s Not About You

First thing's first, the lead magnet is not about you. That's right—all too often, people use lead magnets to showcase their skills or achievements. Although vital, it’s not the right approach for a lead magnet. You want to create something with your target audience in mind.

Focus on Your Audience

Think about the pain points and challenges they face in their field. Your lead magnet should center around how you can solve their problems or enhance their lives with your expertise. Always ask, "how does this benefit them?"

"The lead magnet is all about the person you want to attract, not about showcasing yourself."

Rule 2: Solve a Problem

Your lead magnet should serve as a beacon of hope, solving a specific problem your target audience faces. Whether it's through an insightful eBook, an engaging video series, or a fun and introspective quiz, you want to come across as the hero to their story.

  • Identify a common challenge

  • Outline a potential solution

  • Illustrate how you can offer value via your lead magnet

Many people know their problem but don't know the solution.

Rule 3: Create a Mindset Shift

For someone to believe in your solutions, a bit of transformation needs to occur. We need a little “aha!” moment to let the magic happen. How? Encourage participants to engage in activities that solidify your teachings.

Ways to Create Shifts

  • Encourage Reflection: Ask clients to journal their thoughts and reflections.

  • Provide Exercises: Offer simple yet powerful activities that can elicit transformative shifts in thinking and doing.

  • Real-Life Stories: Share stories of transformations—whether yours or others—that resonate.

When your audience feels the shift internally, they may see the value of your coaching more authentically.

Rule 4: Keep it Simple

Simplicity is king! Consider how complex or easy it is for your audience to finish the lead magnet. If the steps are too cumbersome, you risk losing their attention.

Make it Easy

Design tasks or deliverables in ways that can result in great outcomes without being overly complicated. For instance:

  • Keep quizzes intuitive

  • Structure eBooks with clear headings and summaries

  • Organize video content in easily digestible chunks

Contrary to the saying, “no pain, no gain,” you want to communicate that great results can come with ease. Your coaching reflects just that!

Rule 5: Know Where They're Going

Releasing a lead magnet into the world is not the final step. What's next? What path should your prospects take after interacting with your magnet? You need to have a clear journey mapped out.

Define Next Steps

  • Create a Follow-Up Process: Either through emails or calls, ensure the reader sees the next steps to engage further with you.

  • Set the Pathway: Lay down how they can transition from prospect to client.

  • Engagement: Keep them intrigued about more of what you can bring to their lives.

Deliver a consistent and powerful call-to-action that naturally leads them to further engagement with your services.


There you have it—five rules that can transform your lead magnets from average to extraordinary! Each rule is a stepping stone to attracting the right kind of audience who need what you’re offering. Remember, while your lead magnet is not about you, it is your expertise that will solve the problems of others.

And hey, if this piqued your interest, don't hesitate to reach out—I'm here to help make your marketing as effective as possible.

Until next time,

Rebecca Bertoldi

P.S. Would you rather me and my team take on your SEO? Let's connect!

As a self-proclaimed data nerd, Rebecca Bertoldi has created countless data-driven strategies for small, local businesses to tech startups to multi 8-figure global businesses. She was part of Personal Development Leader Mary Morrissey’s marketing team. Her unique experiences help her to craft compelling campaigns that connect with her clients’ audiences, increasing the brand’s outreach and profitability. 

Rebecca is passionate about marketing, which is noticeable within a few seconds of talking with her. She believes all-sized businesses deserve great marketing. And she has won awards for her work. When she’s not creating campaigns, you can find Rebecca at her home in Connecticut with her fiancé and fur babies.

Rebecca Bertoldi

As a self-proclaimed data nerd, Rebecca Bertoldi has created countless data-driven strategies for small, local businesses to tech startups to multi 8-figure global businesses. She was part of Personal Development Leader Mary Morrissey’s marketing team. Her unique experiences help her to craft compelling campaigns that connect with her clients’ audiences, increasing the brand’s outreach and profitability. Rebecca is passionate about marketing, which is noticeable within a few seconds of talking with her. She believes all-sized businesses deserve great marketing. And she has won awards for her work. When she’s not creating campaigns, you can find Rebecca at her home in Connecticut with her fiancé and fur babies.

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