In this training you’ll build a complete lead magnet system from start to finish:

• An opt-in form that collects first name and email
• A branded opt-in page built for you by AI
• An automated workflow that tags the new lead, gives them instant access to your freebie, adds them to your pipeline and emails them

Follow the steps below in order and you’ll have the whole thing live in one sitting.

Here’s the full dmeo video (excuse the sound – I was filming it on the beach!)

Before You Start

Have these ready:

1. Your freebie – a mini course, workshop replay, checklist or download, already set up in your Tekmatix account (if it’s a course, it needs to exist in Memberships/Courses so you can grant access to it)
2. Your AI tool – the demo uses Claude, but the same process works with ChatGPT, Grok, Codex or any AI you like
3. Your brand style guide loaded into your AI (in a Claude Project or a custom GPT) so the page comes out on-brand. No style guide yet? Do that training first.
4. Your images – either already uploaded to your Tekmatix media library, or saved on your computer ready to upload
5. Your legal bits – make sure your page has a footer with your privacy policy and that you understand your obligations when collecting people’s details

Part 1: Create Your Opt-In Form

1. In Tekmatix, go to Sites (Websites and Funnels) and open Forms.
2. Click Create Form and choose to build it from scratch.
3. Keep only two fields: First Name and Email. Never ask for more than you need for a freebie. More fields = fewer opt-ins.
4. Click on the First Name field and toggle it on as Required.
5. Click the submit button and change the text from “Submit” to something action-driven, like Get the free training now.
6. Rename the form at the top (change the default “Form” name) to something you’ll recognise, e.g. Free Workshop – How to Use Claude to Build Websites.
7. Click Save.
8. Click Share, then:
   • Copy the Share Link and paste it somewhere handy (a notes doc is fine)
   • Choose Inline and click Copy Embed Code and paste that somewhere handy too

You’ll give both of these to your AI in the next step.

Part 2: Get AI to Build Your Opt-In Page

1. Open your AI tool inside the project or folder that already holds your brand style guide.
2. Give it a prompt describing your freebie. Use this template and fill in your own details:

I want to create a free opt-in page for my mini course: [name of your freebie].

It includes:

• [what’s inside – item 1]
• [what’s inside – item 2]
• [what’s inside – item 3]

The end result for the person is: [what they’ll be able to do after].

Here is the opt-in form link: [paste share link]. Please use it on all opt-in buttons.

Here is the embed code in case you want to embed the form directly in the page: [paste embed code]

This is a freebie, so it doesn’t need to be long. Please use my brand style guide. Give me the full page as HTML code I can paste into a code block in my page builder. Make it mobile responsive.

3. Press send. While the AI is building your page, move on to Part 3 (no point sitting there watching it).

Part 3: Build the Delivery Workflow

This is the automation that fires the moment someone fills in your form.

Shortcut: You can use one of the ready-made lead magnet workflow templates in your Tekmatix account, or use the AI workflow builder and ask it to “create me a lead magnet workflow”. The steps below show you how to build it from scratch so you understand every piece.

1. Go to Automation and open Workflows.
2. Click Create Workflow and choose Start from Scratch.

Add the trigger

3. Click Add New Trigger and choose Form Submitted.
4. Add a filter: Form is and select the form you created in Part 1.
5. Click Save.

Add the actions (click the + below the trigger for each one)

6. Add Tag – add your mailing list tag (they’ve opted in, so they’ve chosen to hear from you). Save.
7. Add Tag – add a second tag for what they opted into, e.g. opted into free workshop claude websites. Save. This lets you track which freebie brought them in and segment them later.
8. Grant Course/Membership Access – search for and select your freebie course. Save. (This works even if the course is normally a paid product.)
9. Create or Update Opportunity – this puts them into your pipeline (your customer journey):
   • Pipeline: choose your customer journey pipeline
   • Stage: Lead
   • Opportunity name: insert the contact’s Full Name field
   • Opportunity source: go into Attribution and choose First URL (this shows you where they came from)
   • Opportunity value: enter what a customer is typically worth to you on your main offer
   • Save.
10. Add Note – add a note to their contact record, e.g. Opted in to get the free training on how to use Claude to build websites. Handy when someone asks “why am I getting your emails?” Save.
11. Send Email – write the email that gives them their login/access details and tells them exactly where to go next. Save.

Publish it

12. Rename the workflow at the top to something clear, e.g. Free Opt-In – Claude Websites.
13. Toggle the workflow to Publish and click Save.

Part 4: Check and Copy Your AI-Built Page

1. Go back to your AI tool. Your page should be ready.
2. Preview it – open the preview and check it on a wide screen, then shrink it down to check how it looks on mobile.
3. Sort your images:
   • If your images are already in your Tekmatix media library and your AI has access to them, it can use those.
   • If not, upload your images into the AI chat, ask it to use them, then upload the same images (with the same file names) into your Tekmatix Media Library. Ask the AI to give you the updated code with the image file names built in.
4. Ask for any changes in plain English (wording, colours, layout) until you’re happy.
5. Click Copy on the final code.

Part 5: Build Your Funnel Page and Paste the Code

1. In Tekmatix, go to Sites and open Funnels.
2. Click New Funnel, choose From Scratch / From Blank.
3. Name it, e.g. Free Training – Websites with AI. (Only you see this name.) Click Create.
4. Click Add New Step and set:
   • Step name: e.g. Opt-in page – Free workshop
   • Path: a short, simple URL ending, e.g. free-ai-websites. Keep it broad if you might add to the freebie later.
5. Click to Create from Blank and open the page builder.
6. Click Add Element and find the Code / HTML block. Drag it onto the page.
7. Click Open Code Editor, paste in the code from your AI, and click Save.
8. Click Save again in the top right-hand corner of the page builder.

Using WordPress, Wix or another builder? Same process. Every page builder has a code block or HTML block (same thing, different name). Add it, paste the code, save.

Part 6: Preview, Publish and Test

1. Click Preview and check:
   • All your images have loaded
   • Every button goes to your form (or the embedded form shows on the page)
   • It looks good on mobile
2. Back in the page builder, click Publish and choose the domain you want it live on.
3. Test the whole system: open the live page and opt in using your own email (or a test email). Then check:
   • You received the access email
   • You can log in and see the course
   • The contact has both tags, a note and an opportunity in your pipeline
4. Once everything works, share your link everywhere: social posts, email signature, bio links, your website.

Quick Recap Checklist

• Opt-in form created (first name + email only, first name required)
• Form share link and embed code copied
• AI prompted to build the opt-in page using your brand style guide
• Workflow built: trigger, 2 tags, grant access, opportunity, note, email
• Workflow published
• Page code copied into a Code/HTML block in your funnel
• Page previewed and published
• Full system tested with your own email

Got stuck? Bring your question to our next live Q&A or post it in the group and we’ll sort it out together.

How to Create a Lead Magnet in 13 Minutes (Using AI and Tekmatix)

In this training you’ll build a complete lead magnet system from start to finish:

• An opt-in form that collects first name and email
• A branded opt-in page built for you by AI
• An automated workflow that tags the new lead, gives them instant access to your freebie, adds them to your pipeline and emails them

Follow the steps below in order and you’ll have the whole thing live in one sitting.

Before You Start

Have these ready:

1. Your freebie – a mini course, workshop replay, checklist or download, already set up in your Tekmatix account (if it’s a course, it needs to exist in Memberships/Courses so you can grant access to it)
2. Your AI tool – the demo uses Claude, but the same process works with ChatGPT, Grok, Codex or any AI you like
3. Your brand style guide loaded into your AI (in a Claude Project or a custom GPT) so the page comes out on-brand. No style guide yet? Do that training first.
4. Your images – either already uploaded to your Tekmatix media library, or saved on your computer ready to upload
5. Your legal bits – make sure your page has a footer with your privacy policy and that you understand your obligations when collecting people’s details

Part 1: Create Your Opt-In Form

1. In Tekmatix, go to Sites (Websites and Funnels) and open Forms.
2. Click Create Form and choose to build it from scratch.
3. Keep only two fields: First Name and Email. Never ask for more than you need for a freebie. More fields = fewer opt-ins.
4. Click on the First Name field and toggle it on as Required.
5. Click the submit button and change the text from “Submit” to something action-driven, like Get the free training now.
6. Rename the form at the top (change the default “Form” name) to something you’ll recognise, e.g. Free Workshop – How to Use Claude to Build Websites.
7. Click Save.
8. Click Share, then:
   • Copy the Share Link and paste it somewhere handy (a notes doc is fine)
   • Choose Inline and click Copy Embed Code and paste that somewhere handy too

You’ll give both of these to your AI in the next step.

Part 2: Get AI to Build Your Opt-In Page

1. Open your AI tool inside the project or folder that already holds your brand style guide.
2. Give it a prompt describing your freebie. Use this template and fill in your own details:

I want to create a free opt-in page for my mini course: [name of your freebie].

It includes:

• [what’s inside – item 1]
• [what’s inside – item 2]
• [what’s inside – item 3]

The end result for the person is: [what they’ll be able to do after].

Here is the opt-in form link: [paste share link]. Please use it on all opt-in buttons.

Here is the embed code in case you want to embed the form directly in the page: [paste embed code]

This is a freebie, so it doesn’t need to be long. Please use my brand style guide. Give me the full page as HTML code I can paste into a code block in my page builder. Make it mobile responsive.

3. Press send. While the AI is building your page, move on to Part 3 (no point sitting there watching it).

Part 3: Build the Delivery Workflow

This is the automation that fires the moment someone fills in your form.

Shortcut: You can use one of the ready-made lead magnet workflow templates in your Tekmatix account, or use the AI workflow builder and ask it to “create me a lead magnet workflow”. The steps below show you how to build it from scratch so you understand every piece.

1. Go to Automation and open Workflows.
2. Click Create Workflow and choose Start from Scratch.

Add the trigger

3. Click Add New Trigger and choose Form Submitted.
4. Add a filter: Form is and select the form you created in Part 1.
5. Click Save.

Add the actions (click the + below the trigger for each one)

6. Add Tag – add your mailing list tag (they’ve opted in, so they’ve chosen to hear from you). Save.
7. Add Tag – add a second tag for what they opted into, e.g. opted into free workshop claude websites. Save. This lets you track which freebie brought them in and segment them later.
8. Grant Course/Membership Access – search for and select your freebie course. Save. (This works even if the course is normally a paid product.)
9. Create or Update Opportunity – this puts them into your pipeline (your customer journey):
   • Pipeline: choose your customer journey pipeline
   • Stage: Lead
   • Opportunity name: insert the contact’s Full Name field
   • Opportunity source: go into Attribution and choose First URL (this shows you where they came from)
   • Opportunity value: enter what a customer is typically worth to you on your main offer
   • Save.
10. Add Note – add a note to their contact record, e.g. Opted in to get the free training on how to use Claude to build websites. Handy when someone asks “why am I getting your emails?” Save.
11. Send Email – write the email that gives them their login/access details and tells them exactly where to go next. Save.

Publish it

12. Rename the workflow at the top to something clear, e.g. Free Opt-In – Claude Websites.
13. Toggle the workflow to Publish and click Save.

Part 4: Check and Copy Your AI-Built Page

1. Go back to your AI tool. Your page should be ready.
2. Preview it – open the preview and check it on a wide screen, then shrink it down to check how it looks on mobile.
3. Sort your images:
   • If your images are already in your Tekmatix media library and your AI has access to them, it can use those.
   • If not, upload your images into the AI chat, ask it to use them, then upload the same images (with the same file names) into your Tekmatix Media Library. Ask the AI to give you the updated code with the image file names built in.
4. Ask for any changes in plain English (wording, colours, layout) until you’re happy.
5. Click Copy on the final code.

Part 5: Build Your Funnel Page and Paste the Code

1. In Tekmatix, go to Sites and open Funnels.
2. Click New Funnel, choose From Scratch / From Blank.
3. Name it, e.g. Free Training – Websites with AI. (Only you see this name.) Click Create.
4. Click Add New Step and set:
   • Step name: e.g. Opt-in page – Free workshop
   • Path: a short, simple URL ending, e.g. free-ai-websites. Keep it broad if you might add to the freebie later.
5. Click to Create from Blank and open the page builder.
6. Click Add Element and find the Code / HTML block. Drag it onto the page.
7. Click Open Code Editor, paste in the code from your AI, and click Save.
8. Click Save again in the top right-hand corner of the page builder.

Using WordPress, Wix or another builder? Same process. Every page builder has a code block or HTML block (same thing, different name). Add it, paste the code, save.

Part 6: Preview, Publish and Test

1. Click Preview and check:
   • All your images have loaded
   • Every button goes to your form (or the embedded form shows on the page)
   • It looks good on mobile
2. Back in the page builder, click Publish and choose the domain you want it live on.
3. Test the whole system: open the live page and opt in using your own email (or a test email). Then check:
   • You received the access email
   • You can log in and see the course
   • The contact has both tags, a note and an opportunity in your pipeline
4. Once everything works, share your link everywhere: social posts, email signature, bio links, your website.

Quick Recap Checklist

• Opt-in form created (first name + email only, first name required)
• Form share link and embed code copied
• AI prompted to build the opt-in page using your brand style guide
• Workflow built: trigger, 2 tags, grant access, opportunity, note, email
• Workflow published
• Page code copied into a Code/HTML block in your funnel
• Page previewed and published
• Full system tested with your own email

Got stuck? Bring your question to our next live Q&A or post it in the group and we’ll sort it out together.