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How to Create a Lead Magnet in Playbook

Learn how to create and promote a free guide as a lead magnet using Playbook’s tools.

Written by Jordan Blake

A lead magnet is a free piece of valuable content you offer to potential customers in exchange for their contact information or engagement. In the fitness business, this could be a free guide, recipe book, or training plan that gives people a taste of your expertise. By sharing a high-quality resource at no cost, you build trust, grow your audience, and create an easy entry point for new customers to join your ecosystem.

This strategy not only positions you as an authority but also drives more people into your Playbook channel, where they’re more likely to purchase your programs or subscribe long term.

Step 1: Create Your Free Guide

  • Design your PDF guide in a design platform such as Canva.

  • Export your guide from Canva as an MP4 file.

  • Make sure you check the correct export setting when saving. See video here on how to download it correctly.

Step 2: Upload as an OTP

  • Turn your guide into an On-Time Purchase (OTP) inside the Creator App.

  • Upload each .MP4 file as an exercise.

  • Build out your "program" with each exercise being a new page of the PDF (since each page is an individual .MP4 file)

For more information on building an OTP, check out this article here.

Step 3: Set Pricing

  • Price your OTP at $9.99 or whatever price you'd like (this is a placeholder—don’t worry, it won’t cost users).

Step 4: Create a Promotion

  • Go to Playbook Desktop and create a new promotion for your OTP.

  • Set the discount to 100% off.

  • Choose a discount code your audience can easily remember and use.

Step 5: Market Your Lead Magnet

  • Copy and paste the checkout page link for your discounted OTP.

  • Add this link to your social posts or emails.

  • Consider using a platform like ManyChat to deliver the link automatically when someone interacts with your post.

Best Practices for Promotion

  • Add a strong call-to-action (CTA) in your post captions.

  • Pair your caption with a carousel or reel to grab attention.

  • Example CTA: “Want my free guide? Comment ‘Guide’ below and I’ll send it to you!”

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