Step-by-Step Guide: How to Quickly Create a List-Building Lead Magnet Using Tekmatix

Follow these detailed written steps alongside the tutorial video to easily create a lead magnet that grows your email list on autopilot.

Step 1: Choose Your Lead Magnet Idea

✅ Decide what kind of checklist you want to offer.

• It should be something useful that your audience wants.
• Example: “The Ultimate Course Creation Checklist” or “The 7-Step Guide to Growing Your Email List.”
• You can even ask ChatGPT what kind of lead magnet to create by telling it about you and your business and asking it what would be a quick and easy checklist or guide that you could create to attract your ideal customers.  A checklist is a great lead magnet idea as it is fast and easy to create, and very useful and practical for your audience.

✅ Use ChatGPT to Generate the Checklist:

• If you have a custom-trained GPT, ask it to generate a step-by-step checklist based on your expertise.
• Example prompt:
  “Please create a simple checklist for [your topic] using my knowledge base. Keep it short and actionable.”
• You can also pull content from past blog posts, webinars, or course transcripts to create the checklist.

Here is a full tutorial on how to create your ow custom GPTs that are loaded with your knowledge (to speak, write and create content as you):

Step 2: Design Your Checklist in Canva

✅ Go to Canva

• In the search bar, type “Checklist” and select a template that matches your brand.
• Customize the design by adding your brand colors, fonts, and logo.

✅ Copy and paste the checklist into the template.

• Keep it clean and readable (bullet points work best).

✅ Download the final checklist as a PDF.

• Go to File → Download → PDF format standard to prevent people from editing it.

Step 3: Upload Your Lead Magnet to Tekmatix

✅ Log into your Tekmatix account.

• Tekmatix is an all-in-one CRM, automation, and marketing platform for all businesses.

✅ Upload your checklist to the ‘Media Storage’ section.

• Think of this like Google Drive—it stores all your digital downloads.
• Click Upload, select your PDF, and then copy the share link (this is the link you’ll send to people).

Step 4: Create an Opt-In Form to Collect Emails

✅ Go to “Websites & Funnels” in Tekmatix and click “Create a Form.”

• Start from scratch and press Create.
• The form should only collect:
  • First Name (Required)
  • Email Address (Required)
  • (Optional) Checkbox for email marketing consent, if required in your country.

✅ Customize the button text & form settings.

• Change the button text to:
  “Get the Free Checklist Now!”
• In the Form Settings, set the action after submission to:
  • Display a thank you message (e.g., “Check your email for your free checklist!”).
  • OR Redirect users to a thank-you page.

✅ Copy the form link.

• You’ll use this link to promote your free checklist.

Step 5: Automate Lead Magnet Delivery via Email

This is where you ensure that your system automatically send the lead magnet to your contact via email – without you even being involved in the process!

✅ Set up an Automated Workflow in Tekmatix

• Go to Automation → Create Workflow → Start from Scratch.
• Name the workflow: “Free XYZ Checklist Delivery”.

✅ Set the Trigger:

• Select “Form Submitted” as the trigger.
• Choose the opt-in form you just created.

✅ Tag the new lead.

• Click “Add Contact Tag” → Assign them a tag like “Mailing List” so that they are added to your mailing list in the future, as well as something like “Free XYZ Checklist Downloaded”, so that you have a record that they downloaded that item.

✅ Send an Automated Email with the Checklist Link

• Click “Add Step” → “Send an Email”.
• Use a pre-made email template OR create a new email that says:
  • Subject: “Here’s Your Free Checklist!”
  • Body:
    Hey [First Name],
    Here’s your free checklist as promised! Click below to download:
    [Insert hyperlink to the checklist file from your media storage]

✅ Save & Publish the Automation.

• Now, every time someone fills out your form, Tekmatix will automatically email them the checklist! Woohooo!

Step 6: Promote Your Lead Magnet

Now that your lead magnet system is live, start driving traffic to it:

✅ Create a social media post saying:
“Want my FREE [Checklist Name]? Comment ‘CHECKLIST’ below, and I’ll send it to you!”

• More engagement = higher reach on social platforms.
• Manually reply with the FORM link to collect emails.

✅ Add the link to your:

• Website (create a “Free Resources” page)
• Email signature
• Blog posts
• Website home page
• YouTube video descriptions
• Social media bios
• LinkPage

Congratulations! Your Lead Magnet is Now Live!

• You’ve created an irresistible lead magnet checklist
• You’ve set up an automated email delivery system
• You’re now growing your email list on autopilot!

Need More Help?
💬 Live chat support inside Tekmatix
👨‍💻 Hire a “Tekspert” for just $50 to set it up for you

📌 Try Tekmatix for FREE: https://www.tekmatix.com/

Happy List-Building!

Sarah x