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Create a free guide that brings in new leads

A short, genuinely useful checklist or guide your ideal clients will swap their email for, written with AI and designed in Canva.

Sales & LeadsBeginner60 minAI assistantCanvaMailchimp
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When to use it

Once, then share it for months

Step by step

  1. Choose a problem worth solving

    Pick one specific question your clients always ask before they buy, such as 'How do I prepare my garden for a landscaper?'

  2. Get topic ideas and an outline

    Paste this prompt into your AI assistant.

    Prompt to copyI'm a [your job] helping [ideal client]. Suggest 5 ideas for a free one-to-three page guide or checklist they'd happily give their email for. For each: title, the problem it solves, and why it leads naturally to hiring me. Then, for the idea I choose ([pick one or 'the best one']), write the full content: a clear title, a one-line promise, 7 to 10 practical steps or checklist items with a sentence each, one short example, and a friendly closing line inviting them to [book a call / reply]. British English, no fluff.
  3. Design it in Canva

    Pick a guide or checklist template in Canva, paste the content in, add your logo and colours, and download it as a PDF.

  4. Set up the sign-up

    Create a sign-up form in Mailchimp (or your email tool) and send the guide in the welcome email. Make it clear people are joining your mailing list.

What you get

Title: The 10-minute pre-survey checklist for your loft conversion. Promise: Save a second visit and get an accurate quote first time. Items: 1. Measure the highest point of the loft... 6. Photograph the water tank... Closing: Ready for your free survey? Book here.

Tips

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