Coaching · Vonza Funnels template

Coaching Lead Magnet Funnel Template

A coaching lead magnet funnel trades something useful, a short workbook or a guide, for an email address. This template is the two-page version: an opt-in page that makes the offer and a thank-you page that tells the new lead what happens next, with the lead already in your pipeline.

In the app: “Coaching lead magnet” · 2 steps · Give something away and grow your list: an opt-in page, then a thank-you page.

See the steps

Start your 14-day free trial, choose “Try the new Funnels”, then pick it under Templates.

What the coaching lead magnet template is for

Most coaching clients do not book on the first visit. They want to see how you think first. A lead magnet funnel gives them a reason to hand over an email, so you can keep the conversation going by email until they are ready for a call. The template is built for exactly that: one page to make the offer, one page to confirm it, and nothing in between to lose people.

The placeholder offer is a workbook that helps a reader find what they want next. Swap it for whatever you already give away in discovery calls: a self-assessment, a planning sheet, a short video series. The structure does not care what the freebie is, only that it arrives the moment someone signs up, which the opt-in step handles for you.

Because the funnel runs in the new Vonza Funnels, the lead lands in the funnel’s pipeline, can be added to your lists and courses, and can start an automation. The two pages are the visible part; the follow-up is where a coaching lead magnet earns its keep.

Coaching lead magnet

Goal: Lead
Industry: Coaching
Steps: Opt-in → Thank you
Shape: Give something away and grow your list: an opt-in page, then a thank-you page.

The steps and what each page carries

2 steps, in the order a visitor sees them. Each step is a page built from one of the library's designs and opens in your brand colours and fonts.

STEP 01
Opt-in · Opt-in
Collect an email in exchange for something free.
The opt-in page carries the offer: a headline naming the freebie, a short paragraph on what the reader gets, three bullet points and the sign-up form. The form always asks for an email and can ask for a name and phone, up to ten short questions, and a consent tick box. The freebie itself is a link or an uploaded file (PDF, image, audio, video or text, up to 1 GB, your plan may allow less) sent the moment the form is submitted.
Worth doing: Add one question, such as “What would you most like to change this year?”, and you have a conversation starter for the first call.
Designs this step can switch to
- Photo beside the offer
- Full-bleed photo
- Card over a photo
- Video first
- Minimal
- Photo row and reviews
- Early list
STEP 02
Thank you · Thank you
Confirm and tell people what happens next.
The thank-you page confirms the sign-up and tells the lead to check their inbox for the download. It cannot be the first step of a funnel and ends this one. The default design is a centred confirmation with a photo; the “Full-bleed photo” design adds a three-step “what happens next” band, which is where a coach can say “book a call” and link to a booking page.
Worth doing: Put your booking link on this page. A lead who has just said yes once is the most likely to say yes twice.
Designs this step can switch to
- Centred confirmation
- Full-bleed photo
- Photo beside the message
- Card over a photo
- Minimal
- Welcome video

What to change first

A template is a starting point. These are the four edits that turn the placeholder funnel into yours.

The freebie and its promise
Rename the workbook, rewrite the three bullets so they describe your freebie, and upload the file or paste the link in the opt-in step’s freebie setting.
The questions on the form
Email is always asked. Add a name so your emails can greet people, and one qualifying question if you want to sort leads before the first call.
Lists and courses
In the opt-in step, add new leads to a list and, if the freebie is a mini-course, enrol them in it directly. Up to five courses or bundles can be enrolled from one step.
The thank-you page’s next step
Replace the placeholder “what happens next” with your real next move: a booking link, a reply-to-this-email invitation or a short welcome video.

Who it suits

The template suits anyone who sells coaching or advice and wants a steady list to sell it to. It is the first funnel to build when you have an audience on social media and no email list yet.

Life, career and executive coaches who give away a workbook, an assessment or a planning sheet
Consultants who want a qualified list before they open a group programme
Coaches who run discovery calls and want fewer unqualified ones
Anyone testing a new coaching niche who wants to measure interest before building a paid offer

How to start

The template is in the Lead goal and the Coaching industry. Pick it when you have a freebie ready to send; if you do not, Vonza AI can draft the pages from a one-line description of the offer and you can add the file later.

01
Choose the new Funnels
Start your 14-day free trial and, in Funnels, choose “Try the new Funnels”. Classic funnels keep working and you can switch back any time.
02
Pick the template
Open Templates, filter by goal or industry, and pick this template. It opens on the canvas in your Brand Kit colours and fonts, every page ready to edit.
03
Or let Vonza AI pick it
Choose “Write it with AI”, describe your offer and who it is for, pick a goal and a tone. Vonza AI picks the template from your brief and writes the copy of every page. It uses AI credits.
04
Publish
Fix anything the publish check lists, then publish on your Vonza sub-domain or a connected custom domain at /fn/your-address, and share the link, an embed or a QR code.

The automation recipe that fits

Recipe: Welcome new leads

The “Welcome new leads” recipe is the one to switch on first. It starts when someone becomes a lead and sends a welcome email straight away. Every recipe is created switched off, so you can read it, edit the email and test it before a real lead arrives.

Every recipe is created switched off. Edit it, run “Test run” to send everything to yourself, then switch it on.

Read about the shape, the builder and Vonza AI: Lead magnet funnel, Sales funnel builder, AI funnel builder and Application funnel.

1Trigger: someone becomes a lead in this funnel.
2Send email: a welcome that repeats the download link and says what to expect from you.
3Wait two days.
4Send email: one practical idea from the workbook and an invitation to book a call.
5Only continue if the lead has not moved to Won; then notify you so you can follow up personally.

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Frequently asked questions

About the coaching lead magnet template

A coaching lead magnet funnel is a short funnel that offers something free and useful, such as a workbook, a self-assessment or a guide, in exchange for an email address. It has two pages: an opt-in page where the visitor signs up and a thank-you page that confirms the sign-up and sends them the freebie. The lead then receives follow-up emails until they are ready to book a call or buy.

In the opt-in step you add the freebie as a link or an uploaded file: JPEG, PNG, MP4, PDF, MP3 or text, up to 1 GB (your plan may allow less). When the form is submitted the funnel sends it, and you can also add the lead to a list, enrol them in up to five courses or bundles and send an invitation email.

Yes. Email is always asked; name and phone are optional, and you can add up to ten extra questions as short text, long text, a number or a pick-one choice, plus a consent tick box. Answers are kept on the lead’s record in the funnel’s pipeline.

The opt-in step can switch between seven designs with “Change design”: Photo beside the offer, Full-bleed photo, Card over a photo, Video first, Minimal, Photo row and reviews, and Early list. The thank-you step has six: Centred confirmation, Full-bleed photo, Photo beside the message, Card over a photo, Minimal and Welcome video. Every page opens in your brand colours and fonts.

The lead appears in the funnel’s Leads list and pipeline (New, Contacted, Qualified, Won and Lost by default, renameable), with any UTM source, medium and campaign recorded. An automation can start the moment someone becomes a lead: send an email or SMS, add to a list, enrol in a course, move to a stage, notify you or call a webhook, up to 20 steps.

Yes. On the canvas you can add steps to any funnel: a sales page and a checkout after the thank-you page, or an upsell after the checkout. A funnel has one checkout step, sales pages go before it and offers after it. You can also save the finished funnel as a template of your own and reuse it.