Lead magnets are marketing tools in the form of valuable resources – like white papers and ebooks – that a business can exchange for a potential client’s contact information.
A template should make it easier for people to reach their own goals. It should offer a starting point so people only need to fill in the blanks.
For example, a mortgage broker can create a template for a budget so clients can work out how much they could spend on mortgage repayments each month.
The broker could include a list of common expenses, to make sure clients didn’t overlook any, and even provide estimated values, to help people who don’t accurately track their spending.
Consultations, or strategy sessions, allow you to quickly demonstrate your expertise to potential clients.
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