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Capturing leads with a free download ​

A lead magnet is a free download — a PDF, a template, a checklist — that someone gets in exchange for their email address. No card, no friction. They land on your customer list, and you start a conversation that ends, sometimes, in a sale.

Quick answer

Pick a small, genuinely useful asset. Create a Lead Magnet product, upload the file (or paste an external link), write a specific headline ("Get the 12-step pre-launch checklist"), publish, pin it near the top of your storefront, and test the sign-up with a second email. Each sign-up becomes a contact you can follow up with later.

Before you start ​

You'll have an easier time if these are already in hand:

  • A Klixey account on any plan. See Klixey plans at a glance.
  • A digital asset that's actually useful — something a stranger would keep on their desktop. A real cheatsheet beats a glossy "free guide" every time.
  • A clear idea of who this is for. The narrower the audience, the better the conversion.
  • An email tool for following up after the sign-up — Klixey doesn't (yet) send email broadcasts, so you'll export to a tool like Beehiiv, MailerLite, ConvertKit, or whatever you already use.

The playbook ​

1. Pick the right asset ​

The best lead magnets share three traits:

  • Specific. "12 cold-email subject lines that booked us calls" beats "Cold email tips."
  • Finishable. Something they can read or use in under 10 minutes.
  • Useful on its own. It should solve a small, real problem — not just tease the paid product.

A PDF cheatsheet, a free chapter of your book, a Notion template, a Figma file, a spreadsheet — anything you'd genuinely keep.

2. Upload or link to it ​

Open Products → Add product → Lead Magnet. You have two delivery options:

  • Upload a file — Klixey hosts it. Best for PDFs and small files.
  • External link — Klixey redirects the customer to a URL you provide. Best for Notion templates, Figma files, or anything you want to host yourself.

→ Lead magnets (free downloads)

3. Write the sign-up copy ​

This is what convinces someone to type their email. Be specific:

  • Headline: "Get the 12-step pre-launch checklist" — not "Free guide".
  • Subhead: What they'll know or be able to do after reading it.
  • Bullets (optional): Three things they'll find inside.

→ Editing checkout and confirmation copy

4. Write the confirmation page copy ​

After they sign up, they land on a confirmation page and get the download. Use the confirmation copy to:

  • Confirm the download is ready (or on its way by email).
  • Tell them what to expect from you next — "I'll send a few more notes over the next week." This sets up the relationship.
  • Optional: link to your paid product. Some people are ready to buy on day one.

→ Editing checkout and confirmation copy

5. Publish ​

Flip the product from Draft to Listed. The sign-up URL goes live.

→ Product status

6. Pin it on your storefront ​

A lead magnet that's buried doesn't capture anyone. Pin its card near the top of your store — above the fold on a phone screen if you can.

→ Storefront basics · Store editor

7. Test the sign-up flow yourself ​

Sign up with a different email address. Confirm:

  • The confirmation page loaded and the download worked.
  • The confirmation email arrived (some lead magnets email the link instead of showing it inline).
  • The download file is the right one — and not a draft.
  • The file opens cleanly on a phone, not just a desktop.

What customers see at the end ​

Here's the path a sign-up walks:

  1. They click your lead magnet card on the storefront.
  2. They hit a simple page asking for their email — no card, no password.
  3. They get the download immediately (and usually a copy by email).
  4. They're now on your customer list as a contact.

Common things to tighten before you launch ​

  • [ ] The headline is specific — passes the "would I click this" test on a stranger's behalf.
  • [ ] The confirmation page tells them what's next ("I'll email a few times over the next week").
  • [ ] The download file is the final version — no "DRAFT" in the title, no broken links inside, no placeholder images.
  • [ ] The asset is mobile-readable — most sign-ups happen on a phone.
  • [ ] If you're using an external link, the link is public (not "view-only with sign-in required").

Lead magnets count toward your contact limit

Every sign-up becomes a contact on your customer list. If you grow fast and approach your plan's contact limit, you'll hit a grace period and then a limit prompt. Plan ahead. → Contact limit and grace period

After launch ​

A lead magnet does nothing on its own — the value is in the follow-up. A few things to know:

  • Each sign-up is a contact on your customer list. Filter by sign-up date or product to find your lead-magnet audience. → Customer list
  • You'll need an email tool for broadcasts. Klixey doesn't (yet) send broadcast emails or sequences. Export your lead-magnet contacts and import them into Beehiiv, MailerLite, ConvertKit — whatever you use. Set up a welcome sequence there.
  • Klixey notifies you on every sign-up. Useful in the first few weeks; you'll want to turn it down later. → In-app notifications
  • Track which storefront sources are converting. Once you have some traffic, look at where sign-ups come from. → Store traffic

Honest about Klixey today

Email broadcasts and automated sequences aren't built in yet — pair Klixey with the email tool you already trust. The lead magnet captures contacts; your email tool nurtures them. We'll close the loop in a future release.

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