playbook-lead-magnet-system

name	playbook-lead-magnet-system
description	Use when designing or improving a Lead Magnet System operating playbook with roles, ordered actions, controls and measures. Use platform skills for channel plans and strategy skills for upstream direction.
metadata	{"portable":true,"compatible_with":["claude-code","codex"]}

Lead Magnet System Playbook

Use When

• Build or improve a repeatable Lead Magnet System workflow for a client or delivery team.
• Turn an approved objective into roles, controls, handoffs and measurable actions.

Do Not Use When

• The task is a single-channel presence plan; use the closest platform-* skill.
• The task is upstream positioning or channel choice; use the closest strategy-* skill.

Required Inputs

Artefact	Source/provider	Required?	If absent
Objective, audience and success measure	Approved client brief or accountable owner	Yes	Stop and request the missing decision
Current workflow, assets and performance evidence	Team records, platform exports or supplied artefacts	Conditional	Label the baseline unassessed and use a minimum viable workflow
Roles, budget, timing and approval limits	Delivery owner	Yes for execution	Produce a draft only; do not schedule, spend or publish

Capability and Permission Boundaries

Read supplied artefacts and search relevant evidence. Treat review, audit and planning as read-only. Editing the requested draft is allowed; publishing, messaging, production changes, personal-data processing, spending, destructive actions and certification claims require explicit authority. Use network access only for authorised verification.

Degraded Mode

If accounts, files, network, rendering or current evidence are unavailable, return the narrowest useful qualified Lead Magnet System playbook plus an evidence-gap list. Mark each unavailable check not assessed; never convert it into a pass.

Decision Rules

Condition	Action	Failure or risk avoided
The asset attracts downloads but no qualified next step	Tighten audience promise and follow-up path	Lead volume without commercial relevance
Inputs and authority are complete	Produce an execution-ready playbook	Unowned actions and hidden assumptions
Evidence or tooling is incomplete	Produce the narrowest qualified draft and a gap list	Treating an unassessed check as passed
Action publishes, spends, contacts people or changes production state	Require explicit approval before action	Unauthorised external impact

Workflow

1. Confirm the consumer, objective, market, decision owner and permission boundary; stop if the objective or owner is missing.
2. Inspect supplied evidence and verify volatile claims; record missing inputs rather than filling them with assumptions.
3. Apply the decision rules, preserve useful existing material and draft the Lead Magnet System playbook.
4. Test each action against platform, privacy, safeguarding, brand and approval constraints; stop and escalate a blocking risk.
5. Run the quality and anti-slop gates. If a check fails, correct the draft and rerun it before handoff.

Outputs

Artefact	Consumer	Acceptance condition
Lead Magnet System playbook	Client owner and delivery team	Uses named inputs, assigns actions, states decisions and contains no unverified specifics
Assumption and gap register	Approver or next workflow	Every missing source, unassessed check and required approval has an owner or next action

Evidence Produced

Evidence	Format	Acceptance condition
Decision and verification record	Inline table or appendix	Each material choice traces to an input, source or labelled assumption
Release-gate result	Completed checklist	No blocking policy, factual, permission or anti-slop finding remains

Quality Standards

Use British English and the specified market context. Recommendations must be executable with the stated capacity, current claims must be verified or qualified, and acceptance conditions must be observable. A worked example must use a labelled scenario, not fabricated client evidence.

Anti-Patterns

• Inventing a client fact, benchmark, budget or approval. Fix: cite the source or label the assumption and its effect.
• Copying one channel or client pattern unchanged. Fix: tie each choice to the named audience, objective and evidence.
• Stating volatile platform or legal details from memory. Fix: verify the current official source or omit the claim.
• Treating an inaccessible account, file or metric as healthy. Fix: mark it not assessed and bound the conclusion.
• Publishing, spending, messaging or changing production state from planning authority. Fix: obtain explicit action authority.
• Delivering actions without owner, timing or acceptance. Fix: assign all three or return the item as an unresolved gap.

References

• Anti-AI-slop production gate
• East African English standard
• Use the directly cited sources and companion skills in the domain guidance below; verify time-sensitive claims before use.

Required Inputs

Ask for the following before generating any output:

1. Business name — trading name of the client
2. Industry — sector and specific niche (e.g. financial services / personal loans)
3. Country / city — default is Uganda/East Africa
4. Primary goal — what the client wants subscribers to ultimately do (purchase, book, enquire)
5. Current list size — email subscribers and WhatsApp contacts (if any)
6. Existing lead magnet — describe any current free offer or sign-up mechanism in use
7. Primary capture channel — website, social media bio, WhatsApp, or a combination

---

What Is a Lead Magnet

A lead magnet is a free, high-value offer exchanged for a prospect's contact details — an email address, WhatsApp number, or both. Its purpose is to build an owned audience asset that no platform algorithm, account suspension, or policy change can remove from the business.

Bly's Lead Magnet Specificity Formula (Bly, 2018):

A lead magnet must satisfy all four criteria:

Criterion	What It Means
Specific outcome	Promises one concrete result, not a vague benefit
High perceived value	The audience would pay for this if it were not free
Instantly deliverable	Received immediately — no waiting
Unique expertise	Demonstrates knowledge only this business can offer

Generic sign-up prompts ("subscribe to our newsletter") fail because they offer no exchange of value. The audience has no reason to hand over their contact details in return for updates they did not ask for.

---

Six Lead Magnet Formats

Select the format that best matches audience behaviour and client capability. Produce one format at a time — do not attempt multiple formats simultaneously.

1. Special Report or White Paper Detailed research or analysis on a topic the audience is actively investigating. Best for B2B clients and professional services. Length: 5–12 pages. Example: The 2025 Uganda SME Digital Marketing Report: What Is Working and What Is Not.

2. Checklist A step-by-step process the audience can apply immediately. Best for practical, action-oriented audiences. Length: one page. Example: The 10-Step WhatsApp Business Setup Checklist for Ugandan Retailers.

3. Video Training A recorded demonstration of a skill, tool, or process. Best for audiences who prefer visual learning. Length: 10–20 minutes. Example: How to Set Up a Facebook Business Page in Under 20 Minutes.

4. Quiz or Assessment A personalised diagnosis of the audience's current situation, delivered as a scored result. Best for clients whose audience needs to understand their own gap before purchasing. Example: Is Your Business Ready for Social Media Advertising? Take the 5-Minute Assessment.

5. Free Tool or Template A plug-and-play resource that saves the audience significant time. Best when the client's expertise is practical and process-driven. Example: The Monthly Social Media Content Calendar Template (Excel/Google Sheets).

6. Webinar or Live Workshop An interactive session with Q&A. Highest perceived value of any format; requires the most preparation. Best for established clients with an existing audience ready to attend live. Example: Free 60-Minute Workshop: How to Get Your First 10 Clients Using WhatsApp.

---

Placement Sequence

Implement placements in this order. Do not drive paid traffic to the lead magnet until all four placements are live.

Position 1 — Hero Section (above the fold) The lead magnet offer must appear at the top of the website homepage without scrolling. Include: headline stating the specific outcome, one-sentence description, an image of the lead magnet (cover mockup or screenshot), and a single input field (email or WhatsApp number).

Position 2 — Sidebar or Pop-up Trigger: after 30 seconds on page OR after 50% scroll depth — whichever comes first. Do not trigger immediately on page load. Keep the pop-up dismissible; a forced interstitial damages trust.

Position 3 — Post-Content Place the lead magnet offer at the close of every blog post, article, or YouTube video description. The audience who reads to the end is the most engaged; they are the highest-probability opt-ins.

Position 4 — Exit Intent Triggered when the cursor moves towards the browser close button (desktop) or the back button is pressed (mobile). Present a different angle or headline from the hero section — the audience has already seen the primary message.

---

East Africa Adaptation: WhatsApp-First Lead Capture

For EA clients, WhatsApp number capture is often more valuable than email capture. WhatsApp messages achieve open rates of 80%+ versus email's 20–40% in the region.

Design the delivery flow for both channels:

• WhatsApp delivery: Configure WhatsApp Business auto-reply to send the lead magnet link or PDF attachment immediately upon the prospect sending a trigger message (e.g. "SEND CHECKLIST" to the business WhatsApp number). Promote this trigger message in the bio link, social posts, and Stories.
• Email delivery: Standard email automation — trigger on form submission, deliver within 5 minutes, follow with the welcome sequence (see playbook-email-funnel).

Where the client has both channels, offer the audience a choice: "Get the checklist by WhatsApp or by email." This respects channel preference and improves opt-in rates.

---

Double Opt-In Requirement

All lead magnet sign-ups must trigger a confirmation step before the contact is added to any list or broadcast group.

• Email: Confirmation email with a single click to confirm. The lead magnet is delivered after confirmation, not before.
• WhatsApp: The prospect must initiate contact by sending a message to the business number (this constitutes explicit opt-in). Never add a contact to a WhatsApp broadcast list unless they have initiated contact first.

Legal basis: Uganda's Data Protection and Privacy Act 2019 and Kenya's Data Protection Act 2019 require informed, freely given, specific consent before processing personal data for marketing purposes. Double opt-in is the most defensible consent mechanism available.

---

List Hygiene Protocol

A clean, engaged list outperforms a large, disengaged one. Apply this protocol from day one.

Action	Trigger	Timeline
Remove hard bounces	Automatic bounce notification	Within 24 hours
Re-engagement campaign	90 days of inactivity	Send 3-email sequence: "Are you still there?"
Remove unresponsive contacts	No engagement after re-engagement sequence	After sequence completes
Review list health	Monthly	Check open rate, click rate, unsubscribe rate

Benchmark: a healthy EA email list should maintain an open rate of at least 20%. A WhatsApp broadcast list should maintain a read rate of at least 60%.

---

Output: Lead Magnet System Brief

Generate the following document for the client:

1. Recommended format — with rationale based on audience and goal
2. Lead magnet title — applying the specificity formula: specific outcome + audience + timeframe
3. Content outline — what the lead magnet will contain (headings and key points)
4. Delivery mechanism — WhatsApp flow, email automation sequence, or both
5. Placement plan — where each of the four positions will be implemented and by whom
6. Opt-in compliance summary — confirming consent mechanism and regulatory alignment
7. List hygiene schedule — dates for first review, re-engagement trigger, and monthly audit

---

Quality Criteria

Output meets the standard when:

1. Lead magnet format is chosen based on audience research and client capability — not defaulted to whichever is quickest to produce
2. Bly's specificity formula is fully applied — the lead magnet title promises a concrete, singular outcome, not a general benefit
3. Double opt-in is configured and tested for both email and WhatsApp delivery paths before any promotion begins
4. All four placement positions are identified, assigned to a responsible party, and scheduled for implementation
5. List hygiene protocol is documented with specific triggers and timelines, not left as a vague instruction to "clean the list occasionally"
6. Delivery mechanism is tested end-to-end — a real opt-in journey is completed and confirmed working before traffic is driven
7. EA regulatory compliance is noted explicitly — consent mechanism aligns with the Data Protection and Privacy Act 2019 (Uganda) or equivalent

---

Reference

Bly, R.W. (2018) The Digital Marketing Handbook: A Step-by-Step Guide to Creating Websites That Sell. Entrepreneur Press.