Agency workflows & quality
Review AI-written lead magnet claims before publishing
Trace important statements to approved sources. Keep what is supported, revise what is overstated and remove what you cannot verify.
AI can help draft a lead magnet. It cannot tell you whether a statement is accurate, current and appropriate to share with your reader.
A generated checklist or guide can read confidently whether or not its claims have support. For a consultant, a single overstated promise can undermine the trust the resource was meant to build; for an agency, it can put a client's name on something the client cannot stand behind. This guide shows a short review routine you can run on any draft. It follows the free Source & Claim Review Checklist, a two-page fillable PDF with ten review checks and space to record three claims. It is free: enter your email and reply VERIFY to the short email we send you, and we email you the checklist, followed by four short follow-up emails over two weeks on using our free Brief Builder (the last one names our own $79 Workflow Pack).
Six steps to check AI lead magnet claims
Pick three claims that matter.
Start with the statements that would most influence a reader's decision or next action.
- Mark promises, numbers, comparisons and anything that sounds like a result.
- Choose the three that affect a purchase, a booking or how the reader does the task.
- Copy each statement exactly, word for word, into your review record.
Three claims are a starting exercise, not the whole review. Read the rest of the draft against the ten checks before publishing.
Find evidence you can inspect.
Open the original source, not a summary of it. Find the exact passage, its publication or update date and any limits it states. A citation produced by an AI tool, or a search snippet, is a lead to follow, not proof.
- Does the source support this exact wording, or only something narrower?
- Is it relevant to this audience and this use?
- Is its date suitable for the claim?
- Do you have permission to use the material?
Prompt to make the AI show its sources. If you draft with your own AI tool, number your approved notes (N1, N2, N3...) and paste an instruction like this above them:
Use only the notes below. After each sentence you write, cite the note ID it comes from, such as (N2), or write UNSUPPORTED.
Do not add facts, numbers, names or comparisons that are not in the notes.
[Paste your numbered notes here.]
A suggestion, not a guarantee. AI tools can still cite the wrong note or miss an unsupported sentence, so check every citation against the note itself and treat UNSUPPORTED lines as claims to verify or remove.
Make a clear decision.
Use what you found to keep, revise or remove each claim. If a detail might be supportable but you have not found the source yet, mark it "verify" and give it a next action; an unresolved claim is a task, not permission to publish.
| Draft statement | Evidence available | Decision and safer wording |
|---|---|---|
| "This checklist will cut your onboarding time in half." | No timed comparison exists. | Remove Do not publish the saving claim. |
| "Name one approval owner before kickoff." | The approved process note lists the approval owner as a kickoff input. | Keep Supported as a preparation step. |
| "Works for every type of client project." | The source covers marketing-agency kickoffs only. | Revise "Designed for agency client kickoffs; check fit for other projects." |
Illustrative example using hypothetical draft statements. It is not evidence about any named tool.
Check dates and private information.
Date-sensitive details
Recheck plans, features, limits and prices against the current primary source. Record when you checked. Remove details you cannot confirm.
Private or client information
Use approved or anonymised examples. Remove personal data, confidential material and client identifiers you are not authorised to share.
Generated drafts can repeat details from whatever you gave the tool, including notes you never meant to publish. Before drafting, refer to confidential sources by an identifier rather than pasting them in, and check that your organisation and your clients allow the material to be used with that tool at all.
Leave a source record someone can follow.
Keep one record per claim, saved with the draft and its sources, so a colleague or client can see why the wording is what it is.
| Claim | The exact draft wording |
|---|---|
| Source and link | Title, version or date, and a link or internal ID |
| Checked on | The date you checked |
| Supporting passage | A short quote or precise location |
| Limits | What the source does not establish |
| Decision | Keep, verify, revise or remove, with the next action |
| Final wording | The approved revision |
Run a final check before you publish.
- Every important claim has a source or has been removed.
- Dates, limits and permissions are checked.
- Examples are clearly labelled as illustrative and claim no client result.
- Quotes and endorsements are real and permitted for this use.
- Links work and the final PDF opens correctly.
Statements that deserve a closer look
Any sentence can be wrong, but some kinds of statement carry more weight with a reader and are harder to support. Give these priority when you choose your three claims:
| Type of statement | What to check |
|---|---|
| Numbers and percentages | Find the original study or data set. If you cannot, remove the number rather than rounding it into something vaguer. |
| Citations and quotes | Confirm the source exists and says what the draft claims. Check that quotes are real and that you may use them. |
| Results and outcomes | Words like "will", "guarantees" and "proven" promise a result. Rewrite them as what the resource helps the reader do. |
| Broad scope | "Every", "all" and "any" usually reach beyond the source. Narrow them to the audience the source covers. |
| Product details | Features, plans and prices change. Check the vendor's current page and record the date. |
Illustrative example: an agency reviews a client draft
A hypothetical agency uses an AI tool to draft a kickoff checklist for a client. The draft includes the three statements in the table above, plus a line saying a named project-management tool's free plan "includes unlimited forms".
The reviewer copies all four statements into the record. Two have clear answers. The time-saving promise has no evidence, so it goes. The approval-owner step matches the client's approved process note, so it stays. The "every project" claim is narrowed to the scope the note actually covers. The free-plan detail is date-sensitive: the reviewer opens the vendor's current pricing page, cannot find the claim stated there, and removes it rather than guessing. The record goes to the client with the revised draft, so the client approves wording, not just a layout.
Hypothetical scenario. No real agency, client or tool is described.
If you are choosing a tool later
Your review routine tells you what to look for in creation software: can you supply approved sources, see where a statement came from, and edit freely before export? Our guide to lead magnet software for B2B consultants lists what to check, and the Designrr review summarises how one documented tool handles its content workflow. Both are research summaries of vendor documentation, not tests. Whatever you use, the review stays your job.
Sources & editorial notes
- Review checks, claim records and the keep / verify / revise / remove rule follow the free Source & Claim Review Checklist (version 1).
- This article presents a review process and hypothetical examples. It is not a product test.
Examples are illustrative. See our Editorial Policy, Review Methodology and Affiliate Disclosure.
Review the draft you have now.
The free Source & Claim Review Checklist gives you ten checks and three claim records to keep, verify, revise or remove each statement before publishing.
Free: enter your email, then reply VERIFY to the short email we send you, so we know the address is yours. We email you the checklist, then four short follow-up emails over two weeks on using our free Brief Builder (the last one names our own $79 Workflow Pack). Every email has an unsubscribe link. A 2-page fillable PDF with ten checks and three claim records.