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Checklist lead magnet templates

A checklist turns a task into a short list of steps someone can tick off, which makes it one of the easiest lead magnets to finish and to share. These examples show the same idea for different audiences. Pick the closest one, change the words and publish it.

53 templates

Year-end records checklist

Checklist for accountants

For accountants who want more small business clients before busy season.

First meeting checklist

Checklist for financial advisors

For advisors who want prospects arriving prepared for the first meeting.

Pension tracing checklist

Checklist for pension advisers

For pension advisers who want people approaching retirement on their list before they have a full picture.

The proposal checklist

Checklist for consultants

For consultants who want other consultants and freelancers on their list.

Home seller prep checklist

Checklist for real estate agents

For agents who want listing leads from homeowners thinking of selling.

Tenancy start checklist

Checklist for letting agents and property managers

For letting agents and property managers who want landlords and new tenants on their list.

Role briefing checklist

Checklist for recruiters

For recruiters who want hiring managers on their list.

New client checklist

Checklist for freelancers

For anyone who serves freelancers and wants new freelancers on their list.

Course launch checklist

Checklist for course creators

For tools and coaches that serve course creators before a launch.

First physio appointment checklist

Checklist for physical therapists

For physiotherapists who want people with a new pain or injury to find them before they book.

Gym tour checklist

Checklist for gym owners

For gym and studio owners who want prospects to visit prepared and join with their eyes open.

Campaign launch checklist

Checklist for marketing agencies

For agencies that want clients to see how carefully they work.

Campaign launch checklist

Checklist for cold email agencies

For agency owners who want clients and prospects to see that campaigns are launched with care.

New client onboarding checklist

Checklist for business coaches

For business coaches who want new coaching clients to start well and stay longer.

The first 30 days checklist

Checklist for fractional executives

For fractional CMOs, CFOs and COOs who start new engagements several times a year.

Sale readiness checklist

Checklist for business brokers and M&A advisers

For business brokers and advisers who want owners thinking of selling on their list.

The book launch checklist

Checklist for authors

For authors and ebook sellers who want a launch that keeps selling after the first week.

Consultation checklist

Checklist for cosmetic and aesthetic clinics

For clinics who want patients to arrive informed and unhurried, and to choose them on care rather than on an offer.

First appointment checklist

Checklist for nutritionists and dietitians

For nutritionists and dietitians whose new clients arrive unprepared and use the first session to gather basics.

One to one meeting checklist

Checklist for leadership coaches

For leadership coaches who want new and middle managers on their list.

Discovery call checklist

Checklist for sales coaches

For sales coaches and trainers who want salespeople and founders who sell on their list.

New starter onboarding checklist

Checklist for HR consultants

For HR consultants who want small business owners and managers who are about to hire on their list.

IT security checklist

Checklist for IT consultants

For IT consultants and managed service providers who want small business owners without in house IT on their list.

Product launch checklist

Checklist for software companies

For anyone who sells to software companies and wants founders and product teams on their list.

Process audit checklist

Checklist for AI automation agencies

For automation agencies that want business owners on their list before a first project.

Project start checklist

Checklist for home builders and renovators

For builders and renovators who want homeowners planning a project on their list.

Garden brief checklist

Checklist for landscapers and garden designers

For garden designers and landscapers who want homeowners planning a garden on their list.

Event day checklist

Checklist for speakers and trainers

For speakers and trainers who want newer speakers and subject experts who present on their list.

Weekly reset checklist

Checklist for life coaches

For life coaches who want people who feel busy but stuck on their list.

Bedtime routine checklist

Checklist for parenting, sleep and family coaches

For sleep and family coaches who want parents of toddlers and young children on their list.

Deal check checklist

Checklist for real estate flippers

For property flippers who want first time flippers and small partners coming to them for a way to check a deal.

Choosing a tutor checklist for tutors

Checklist for tutors and education consultants

For tutors and education consultants who want parents and adult learners looking for a tutor on their list.

Wedding planning checklist

Checklist for wedding planners

For wedding planners who want newly engaged couples on their list.

Kitchen survey visit checklist

Checklist for kitchen and bathroom remodellers

For kitchen and bathroom fitters who want the survey visit to end with a plan the client can say yes to.

First orthodontist visit checklist

Checklist for dental practices

For orthodontic and family dental practices who want new patients and parents to arrive prepared.

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