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Promotion Copy Template.
Explain the value. Make the next step clear. Practical copy templates for consultants and small agencies sharing a finished free resource.
Enter your email and reply VERIFY to the short email we send you. We email you the file you chose, then four short follow-up emails over two weeks on using our free Brief Builder (the last one names our own $79 Workflow Pack). No paid tool required.
Start with one resource and one reader.
Follow these three steps to write clear, useful copy for a resource you have already finished.
Choose
Name one reader and the task your resource actually helps them complete. Use the description and contents from your resource page.
Adapt
Replace every bracketed instruction with actual information. Choose one button and one destination.
Check
Confirm the contents, the access wording and the final links before anything goes live.
Use the templates on their own, with any editor. You do not need the Brief Builder or a paid tool.
Three parts. One consistent message.
Use the same reader, completed task and verified destination across all three messages.
Resource-page template
| Headline | Name the useful completed task. |
|---|---|
| Short description | Who is the reader, and what will they finish? |
| What is included | Promise only the actual contents. |
| Download button | One clear action. |
| Access note | Direct download or email request? |
| Link | Use the final, verified destination. |
Social-post template
Build the post from four parts, in this order:
- The reader
- Their specific problem
- Your useful resource
- One download action
Keep the same reader and task you used on the resource page.
Delivery-email template
| Subject | Name the requested resource and its availability. |
|---|---|
| Body | Confirm access, explain how to start and provide a help route. |
| Action | One clear download button and a verified URL. |
Copy pattern: "Your [resource] is ready. Download it here: [link]. Start with [first useful step], then [next task]. If you need help accessing the file, use [help route]."
Send delivery to requesters. Follow-up marketing is a separate permission choice. The delivery email goes to people who asked for your resource. Any marketing follow-ups need their own, separate permission.
See it filled in: the Brief Builder. Worked example
Page 3 shows the templates completed for our own free Lead Magnet Brief Builder. Every detail describes the real workbook.
Resource-page example
| Headline | Turn a broad idea into a focused lead magnet brief. |
|---|---|
| Description | Consultants and small agencies can use this free workbook to choose one audience problem, organise approved sources and outline a useful checklist, worksheet or short guide. |
| Included | Seven fillable pages, three format patterns, a completed example, a reusable one-page brief and a quality checklist. |
| Button | Get the free Brief Builder. |
| Access | Email resource request; optional follow-ups are a separate choice. |
Social-post example
Is your next lead magnet idea getting too broad? Start with one reader and one problem.
Use the free Lead Magnet Brief Builder to organise your sources and finish a reusable brief.
Get the 21-page workbook from our resource page.
Delivery-email example
Subject: Your free Brief Builder is ready.
Your workbook is ready to download. It includes audience and source worksheets, three outline patterns, a completed example and a one-page brief.
Start on page 2 with one reader and one task, then save your answers. Use the resource-page help link if you cannot access the file.
Button: Download the Brief Builder. Destination: /downloads/lead-magnet-brief-builder-v1.pdf
For your own resource, replace the title, reader, content list and starting task.
Two more completed examples Fictional
Taken from two of our sample campaign bundles. Both businesses are fictional; no client or result is real. The bundles do not include a social post, so only the page and delivery-email parts are filled in.
New Manager First-Week Plan (Clearline People Advisory, a fictional HR consultant)
| Headline | Plan your new manager's first week on one page |
|---|---|
| Description | A free plan for owners of 10-30 person companies promoting their first team manager. Agree role expectations, decision rights, first-week meetings, support contacts and a check-in date before day one. |
| Included | A one-page plan with fill-in lines for the five things to agree with a new manager; guidance on completing it with the manager, in their own words; a worked example from a fictional print and design company; a clear line on what the plan does not cover (it is not legal or employment advice). |
| Button | Send me the plan |
| Access | Email request. The plan opens on the next page and a copy is sent to the reader. Four follow-up emails only if a separate, unticked box is ticked. |
Delivery email subject: Your New Manager First-Week Plan
Body: Here is the New Manager First-Week Plan you asked for. It is one page with five items: role expectations for the first month, decision rights, first-week meetings, support contacts and a first check-in date. The plan works best when you complete it with the new manager rather than for them. [The email goes on to say the plan is not legal or employment advice, and that it is the only email unless the follow-up box was ticked.]
Button: Download the plan (PDF)
Monthly Cash Review Worksheet (Ledgerwise Finance, a fictional fractional CFO)
| Headline | Review your business cash once a month, on one page |
|---|---|
| Description | A free six-step worksheet for owners of 5-20 person service businesses. Record your balances, the money expected in and out over the next four weeks, and the questions it raises, then set the date of your next review. |
| Included | A one-page worksheet with fill-in lines for six steps; a week-by-week table for four weeks; a worked example from a fictional landscape-maintenance company, with every figure labelled fictional; a clear statement that the worksheet is not a forecast, a target or financial advice. |
| Button | Send me the worksheet |
| Access | Email request. The worksheet opens on the next page and a copy is sent to the reader. Four follow-up emails only if a separate, unticked box is ticked. |
Delivery email subject: Your Monthly Cash Review Worksheet
Body: Here is the Monthly Cash Review Worksheet you asked for. It has six steps: opening balances, money expected in over the next four weeks, overdue invoices, money committed out, a week-by-week comparison, and your questions with the date of your next review. Use a fresh copy each month. [The email goes on to say the worksheet is not a forecast or financial advice, and that it is the only email unless the follow-up box was ticked.]
Button: Download the worksheet (PDF)
Check the details before you share.
Tick each item after checking it against your finished resource and its supporting material.
- The title, reader and useful task are accurate.
- Every promised page, template or example is included.
- All bracketed instructions and sender details are replaced.
- The access wording is accurate: direct download or email request.
- Unsupported results and artificial urgency are removed.
- Download and help links work at their final destinations.
Test every link the way a reader will
Open the published resource page.
Use a phone and a computer. Confirm the headline, contents and access note match the resource.
Press the download button.
Check that the file opens, is the current version and has the pages you promised.
Send yourself the delivery email.
Click its button and its help route. Both should reach the final, working destination.
Writing the page itself? See What a B2B lead magnet landing page should include.
Choose the format that fits your workflow.
PDF: open it in a reader that supports forms, complete the fields, save a copy and reopen it to check your answers. Text: open it in any text editor and replace the bracketed fields.
First time here? Each link opens a short sign-up box for your first name and email. Reply VERIFY to the short email we send you, so we know the address is yours, and we email you the file you chose. After that come 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. Already opened a link from one of our emails on this device? Then both links download directly. Need help? Visit Help & Downloads.
Read before you promote.
Guides that go deeper on the page, the promotion and the tools behind them.
Promote a B2B Free Resource Without Making Unsupported Promises
Clear copy, a tested delivery path and optional follow-ups.
What a B2B Lead Magnet Landing Page Should Include
Contents, access wording, form, thank-you and help.
Choosing a Landing Page Builder for B2B Lead Magnets
Publish an opt-in page with a working delivery path.
Plan it. Check it. Then share it.
Lead Magnet Brief Builder
Plan one reader, one useful task and approved sources before drafting.
21-page fillable PDF · Email request
Source & Claim Review Checklist
Review the statements readers may rely on before you publish.
2-page fillable PDF · Free with your email