TL;DR

• Have your freebie ready first: a mini course, replay, checklist or download.
• Keep your opt-in form to 2 fields: first name and email.
• Let AI build the opt-in page in your brand, then paste the code into your funnel.
• Build one delivery workflow: tags, access, pipeline, note, email.
• Test the whole system with your own email before you share the link.
• Or let AI build all of it inside Tekmatix. Grab the prompt.

What’s in this post

1. Watch the 13-minute demo
2. Before you start
3. Part 1: Create your opt-in form
4. Part 2: Get AI to build your opt-in page
5. Part 3: Build the delivery workflow
6. Part 4: Check and copy your AI-built page
7. Part 5: Build your funnel page and paste the code
8. Part 6: Preview, publish and test
9. Quick recap checklist
10. Let AI do it for you
11. FAQs

Full disclosure: I’m the founder of Tekmatix, the platform I run my whole business on, so yes, I’m a little biased. The ideas below work in any decent CRM. I’ll just show you exactly how I do it in mine.

Watch the 13-minute demo

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

• 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. The full demo video is at the top of this post (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.

How I do it in Tekmatix: forms live under Sites, then Forms. Two fields, one required, an action-driven button. That’s it. Want the bigger picture on how forms, funnels and workflows fit together? Read how to create automated workflows for purchases and opt-ins in Tekmatix.

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.

How I do it in Tekmatix: the Form Submitted trigger plus two tags is the backbone of every list-building system I run. The mailing list tag is what later puts them into my mailing list Smart List, and the opted-into tag tells me which freebie brought them in.

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.

How I do it in Tekmatix: the page lives in a funnel step under Sites, then Funnels. I add a Code / HTML element, paste the AI-built code and save. Done.

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

What next? Once people opt in, don’t go quiet. Send them into your welcome sequence. Here’s how to create a welcome email sequence that converts subscribers into customers, built on your master email template.

Let AI do it for you

Here’s the bit that still makes me giggle. Since I filmed this video, I don’t even do the 13 minutes myself anymore.

I connect my AI (GrokBot and Claude) directly to my Tekmatix account, give it one prompt, make a cuppa, and come back to the form, opt-in page, funnel and delivery workflow all built in my branding, waiting for me to check. I literally had my AI build a whole 3-step funnel for my Concept to Course program this week. It’s one of the 20 human jobs AI did for me this week.

Not connected yet? Here’s how to connect your AI to Tekmatix. Then copy this prompt, fill in the brackets and paste it in:

Go into my Tekmatix account and build a complete lead magnet system for my freebie: [name of your freebie and where it lives, e.g. the course in Memberships].

1. Create an opt-in form with only First Name (required) and Email. Change the button text to "[your button text]" and name the form "[form name]".
2. Build a mobile-friendly opt-in page in my branding using my brand style guide: [colours, fonts, logo, tone]. The freebie includes [what's inside] and the result is [what they'll be able to do]. Put it in a new funnel called "[funnel name]" with the path "[short-url-ending]".
3. Build a workflow triggered when that form is submitted that: adds the [mailing list] tag, adds an "opted into [freebie]" tag, grants access to [freebie course], creates an opportunity in my [pipeline] pipeline at the Lead stage, adds a note saying how they joined, and sends an email with their access details using my master email template.
4. Add my privacy policy link to the page footer.
5. Leave everything in draft. Show me the page, the email and the workflow for approval before anything is published, then I will test it with my own email.

Prefer to stay inside Tekmatix? Ask AI can generate a lead magnet funnel for you too:

Ask AI is brilliant for the funnel and the copy. For the full delivery workflow, use your connected AI with the bigger prompt above, or the ready-made lead magnet workflow templates in your account.

Legends Lab members get all of my prompts, including every funnel, opt-in and agent prompt I use, inside the Legends Lab. Got stuck? Legends Lab members, bring your question to our next live Q&A or post it in the group and we’ll sort it out together.

Want to go deeper?

• Lead Magnet Launcher: Create and Launch a List-Building Lead Magnet
• Funnels on Fire: Create Your Own Fabulous Funnel
• Workflows That Wow: Top 10 Automated Workflows Every Business Should Have

And make sure the people who opt in but don’t buy still hear from you: how to stop leaving money on the table with automated follow-ups.

FAQs

What is a lead magnet?

A lead magnet is a free, genuinely useful resource, such as a mini course, workshop replay, checklist or template, that people get in exchange for their name and email address. It is how you turn followers and website visitors into email subscribers you can nurture.

Can I really create a lead magnet in 13 minutes?

Yes, if your freebie already exists. In the demo I build the opt-in form, get AI to build a branded opt-in page, build the delivery workflow and publish the funnel in about 13 minutes. Creating the freebie itself takes longer the first time.

What fields should my opt-in form have?

Just first name and email. Never ask for more than you need for a freebie, because every extra field reduces opt-ins. Make first name required so you can personalise your emails.

What should happen after someone opts in?

Your workflow should tag them as a mailing list subscriber, tag what they opted into, give them instant access to the freebie, add them to your pipeline, add a note to their contact record and send an email with their access details. Then they should flow into your welcome sequence.

Which AI can build my opt-in page?

Any good AI. The demo uses Claude, but ChatGPT, GrokBot and others work too. Load your brand style guide first so the page comes out on-brand, then paste the code into a Code or HTML block in your page builder.

Can AI build the whole lead magnet system for me in Tekmatix?

Yes. If your AI is connected to your Tekmatix account, you can ask it to build the form, the opt-in page, the funnel and the delivery workflow for you. You review and approve everything before it goes live, then test it with your own email.

Your next lead magnet is 13 minutes away

Once everything works, share your link everywhere: social posts, email signature, bio links, your website. And next time, let your AI build it in Tekmatix while you make a cuppa.

Sarah x