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Template pack lead magnets

A template pack gives people something to copy and fill in, so they get value the moment they open it. That makes it a strong lead magnet for anyone who sells a service or a skill. These examples show it for different audiences.

53 templates

Monthly expense log template

Template pack for accountants

For accountants who want self-employed clients coming back to them every month.

Annual review agenda template

Template pack for financial advisors

For anyone who serves advice practices and wants practice managers on their list.

Pension review agenda template pack

Template pack for pension advisers

For pension advisers who want people to arrive at a review with the right papers and the right questions.

One page project brief template

Template pack for consultants

For consultants who want clients to see how they work before they sign.

Listing timeline template

Template pack for real estate agents

For agents who want new sellers to see a clear plan from day one.

Interview scorecard template

Template pack for recruiters

For recruiters who want hiring managers using their scorecard in every interview.

Freelance proposal template

Template pack for freelancers

For coaches and tools that want freelancers coming back to their template.

Course outline template

Template pack for course creators

For tools and coaches that want course creators planning with their template.

Home exercise diary template

Template pack for physical therapists

For physiotherapists who want patients to keep track of exercises and bring useful notes.

Class booking policy template

Template pack for gym owners

For gym and studio owners who run classes and lose spaces to no shows and last minute cancellations.

Monthly client report template

Template pack for marketing agencies

For freelancers and tools that want agency owners on their list.

Campaign brief template

Template pack for cold email agencies

For agency owners who want every campaign to start from the same clear brief.

Coaching session template pack

Template pack for business coaches

For business coaches who want sessions to feel structured without feeling scripted.

The 90 day plan template pack

Template pack for fractional executives

For fractional executives who want every engagement to start with a clear plan.

Seller's information pack template

Template pack for business brokers and M&A advisers

For business brokers and advisers who want owners to arrive with their information in a clear, ready shape.

Wellbeing planner templates

Template pack for health and wellness coaches

For health and wellness coaches who want people who like to plan and track on their list.

Food diary template pack

Template pack for nutritionists and dietitians

For nutritionists and dietitians who want clients to bring a clear, usable diary to appointments.

Leadership development plan templates

Template pack for leadership coaches

For leadership coaches who want leaders who have just had a review, a 360 or a promotion on their list.

Pipeline review templates

Template pack for sales coaches

For sales coaches and trainers who want sales managers and small sales teams on their list.

Probation review templates

Template pack for HR consultants

For HR consultants who want small businesses with new starters on probation on their list.

IT records templates

Template pack for IT consultants

For IT consultants and managed service providers who want small businesses with no written IT records on their list.

Pricing page copy template

Template pack for software companies

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

Home buying planner templates for brokers

Template pack for mortgage and insurance brokers

For mortgage and insurance brokers who want people saving for their first home on their list.

Garden quote breakdown template

Template pack for landscapers and garden designers

For garden designers and landscapers who want quotes that clients understand and do not argue over.

Dispute record templates

Template pack for small law firms

For small law firms with a disputes practice who want people in a disagreement with a business, landlord or neighbour on their list.

Talk planning templates

Template pack for speakers and trainers

For speakers and trainers who want people who present or train as part of their job on their list.

Life planning templates

Template pack for life coaches

For life coaches who want people who like to reflect and plan on their list.

Renovation budget template

Template pack for real estate flippers

For property flippers who want first time flippers and partners using their budget sheet.

Study planning templates for tutors

Template pack for tutors and education consultants

For tutors and education consultants who want students, adult learners and their parents on their list.

Bathroom spec sheet template

Template pack for kitchen and bathroom remodellers

For bathroom fitters who lose time and money to fittings that were never agreed in writing.

Treatment plan summary template

Template pack for dental practices

For treatment coordinators and owners at private dental practices who want large plans understood at home.

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