Free resources for consultants & agencies
Turn your expertise into a focused lead magnet plan.
A free planning workbook for B2B consultants and small agencies. You leave with a defined reader, a useful outcome, a content outline and a next action, then a first-draft skeleton and a launch plan, before you choose any tool.
Free to use. Every email has an unsubscribe link.
Example of a completed planning brief
Agency client-kickoff checklist
One of the three worked examples in the free workbook.
Illustrative scenario; no client result is claimed. See it become a finished checklist on the examples page.
Start here: pick the line that sounds like you.
Six free resources, each for a different stage. You do not need all of them.
| Your situation | Start with | Access |
|---|---|---|
| I have an idea for a lead magnet | Lead Magnet Brief Builder: reader, task, sources and format on one page, then a draft skeleton and a launch plan | Email request |
| I sell a defined consulting service and want a client scorecard | Consultant Diagnostic Launch Kit | Email request |
| I want to see a finished example first | Sample campaign bundles for three fictional businesses | Email sign-up |
| I have a draft | Source & Claim Review Checklist | Email sign-up |
| My resource is finished and I need the page and emails | Promotion Copy Template | Email sign-up |
| My page and emails are built and I want to test them before launch | Lead Magnet Launch Check Workbook: seven checks, then a release-or-hold decision | Email request |
How access works for all six: enter your email, press “Send my confirmation email”, then reply VERIFY to the short email we send you, so we know the address is yours, and we email you the resource. Then come a few follow-up emails, and then they stop: three over about nine days if you asked for the diagnostic kit, four over two weeks on running the checks if you asked for the Launch Check Workbook, or, for any of the other four resources, four over two weeks on using the Brief Builder. The last one names our own $79 Workflow Pack, and every email has an unsubscribe link.
The example beside the headline is an agency. The examples page also has two consultant cases: an HR consultant's New Manager First-Week Plan (Clearline) and a fractional CFO's Monthly Cash Review (Ledgerwise). All fictional.
A small toolkit. A useful result.
Plan your resource, check your claims and explain its value. These three are the core of our six free resources; the launch check, the diagnostic kit and the sample bundles follow further down.
Lead Magnet Brief Builder
Find and choose an idea in your own material, define the reader and the outcome, log sources and permissions, and finish an approved one-page brief. Then draft from a skeleton for your format (checklist, worksheet or mini-guide) and launch with a checked plan. Three worked examples: an agency, a consultant and a coach.
- 25-page fillable PDF, plus Word and plain-text copies
- 19 worksheets, from idea to launch plan
- 3 worked examples
- No paid tool required
Source & Claim Review Checklist
10 checks and three claim records to help you review what you publish.
Download the checklist
Promotion Copy Template
Copy-ready resource-page, social and delivery-email templates, plus a fillable PDF.
Get the templates
Second free workbook
Resource finished? Test it before you launch.
The Brief Builder above plans a new lead magnet. This one is for a resource that already exists: it tests what a reader actually receives, from the form to the file and the follow-up emails.
Lead Magnet Launch Check Workbook
Seven checks with two test inboxes: does the page match the file, does the request work, does the delivery email reach the current file, and do email choices and unsubscribes hold? Finish with a repair list and a dated release-or-hold decision.
- 6-page workbook and a 1-page, seven-check test sheet (PDF)
- A journey map and four test passes
- Three templates and a worked example
- No paid tool required
Which one first?
- No draft yet: start with the Brief Builder.
- Draft ready, page and emails written: run the Launch Check before you share it.
- Already live? Run the first check today: open your own emailed download link while signed out and see whether the file saves.
Made for expertise-led businesses.
Practical resources for people who turn knowledge into helpful downloads.
Independent consultants
Turn approved expertise into a focused checklist, worksheet or short guide for your next campaign.
Small marketing agencies
Plan consistent client resources with clear brands, approved sources and a useful next action.
From one idea to a useful resource.
Our guides, resources and tool pages all follow the same four stages.
Plan
Choose one reader, one task and approved sources.
Create
Draft, check claims and format a readable file.
Publish
Explain the resource and test the delivery path.
Nurture
Send helpful follow-up emails that readers were told about before signing up.
Build the skill before you buy the tools.
Step-by-step guides to help you plan, check and promote a useful resource.
Create a useful lead magnet for your consulting offer
How to choose a topic, match it to your offer and format it for real use.
Read the guideReview AI-written claims before publishing
A practical checklist to check sources, evidence and wording.
Read the guidePromote a B2B free resource with clear copy
Templates and examples for your resource page, social posts and delivery emails.
Read the guideChoose tools by task, not by hype.
Evaluation guides for each stage. They explain what to check.
Options for drafting and outlining a repeatable resource for one brand.
Explore toolsClarity comes first.
The editorial principles behind every page.
Sources & limitations
We cite the sources behind statements and do not publish invented results, testimonials or statistics.
Editorial PolicyResearch & test labels
Research summaries, illustrative examples and any future hands-on tests are labelled as what they are.
Review MethodologyClear disclosures
Any affiliate link, supplied access, sponsorship or product of our own is disclosed where it matters.
Affiliate DisclosureNew · for independent consultants
Turn your expertise into a useful client diagnostic.
A five-check scorecard with honest score bands, request wording, delivery messages and a launch checklist, plus a scorecard spreadsheet and a completed fictional example. Free.
Try the example scorecard first.
See complete sample bundles.
A one-page brief, the finished lead magnet, landing-page copy, five emails and a source report, for three fictional businesses. Download one and judge the output yourself.
Illustrative samples; no client results claimed.
A few useful things to know.
Do I need to buy anything?
No. Each free resource is useful on its own, with your own editor and email tool.
Which downloads need an email address?
All of them. The Brief Builder, the Consultant Diagnostic Launch Kit and the Launch Check Workbook are sent after an email request, like the Source and Claim Review Checklist, the Promotion Copy Template and the sample bundles. They all work the same way. Enter your email and press “Send my confirmation email”, then reply VERIFY to the short email we send you, so we know the address is yours. We then email you the resource. Then come a few follow-up emails, and then they stop: three over about nine days if you asked for the diagnostic kit, four over two weeks on running the checks if you asked for the Launch Check Workbook, or, for any of the other four resources, four over two weeks on using the Brief Builder. The last one names our own $79 Workflow Pack, and every email has an unsubscribe link.
What emails come with the workbook?
First we send a short email; reply VERIFY to it and we email you the workbook, then four short follow-up emails over two weeks on using it (the last one names our own $79 Workflow Pack). Every email has an unsubscribe link at the bottom.
Do you sell your own software?
No software. We sell one product of our own, the $79 Workflow Pack of templates and checklists, labelled as ours and judged by the same criteria as any other tool.
Start with one clear brief.
Decide what to create before choosing how to create it.