Lead‑Magnet Concierge (Acquire → Nurture)
Convert Anonymous → Public with a helpful asset, then nudge toward a next step.
Outcome at a Glance
Who it’s for: Creators, teams, and communities growing an email or SMS list. What you’ll achieve: Seamless opt-in flow with instant asset delivery, next-day check-in, and personalized nurture — powered by Alerts and Actions. Time to first win: 60 minutes.
Why it Matters
Immediate value: People opt in when the payoff is clear and instant.
Better continuity: Requiring email unlocks personalization and smart follow-ups.
Gentle path to purchase: Value-first nudges build trust without a hard sell.
Delphi turns your lead magnet into a living funnel — one that delivers, follows up, and learns who’s ready for more.
What You’ll Set Up
Website Embed — Add a homepage bubble or section with Require email enabled.
Actions
A. Email/Phone Captured → Verify and start the conversation.
B. Inactivity 1d → Send next-day check-in.
C. (Optional) Product Recommended → Soft upsell or next resource.
Alerts — Detect interest, confusion, or readiness cues to segment leads and guide follow-ups.
Example: “If user mentions finishing the guide or wanting next steps, tag as Warm Lead and send resource.”
Broadcasts —
Delivery Broadcast for instant guide delivery.
Round-Up Broadcast (monthly) for your Lead-Magnet segment.
Conversations → Review & Revise — Tighten or expand answers related to the asset.
Build → Launch → Operate
Build (30–40 min)
Pick a Lead Magnet — Checklist, cheat sheet, or mini-course.
Upload or link the asset in your Broadcast draft.
Profile Polish — Update your Initial Message + 5–7 Suggested Questions tied to the lead magnet (e.g., “How do I use this guide?” “What should I start with?”).
Website Embed — Place a bubble or section on high-traffic pages; enable Require email.
Set Alerts
“If user says they downloaded or finished the guide, tag as Engaged.”
“If user asks ‘what’s next?’ or ‘how do I apply this?’ tag as Warm Lead and recommend [product].”
“If user expresses confusion (‘stuck’, ‘don’t get step 2’), tag as Needs Support and send clarification message.”
Launch (15–20 min)
Broadcast (Delivery):
Send email/SMS immediately after opt-in.
Subject: Your [guide] + a 2-minute win
Body: “Hi {name}, here’s the [guide] you asked for. Start with page 2 — then ask me: ‘Give me a 3-step plan for [goal].’ If you’re stuck, reply and I’ll unblock you.”
Actions:
A. Verify (Immediate): Email/Phone Captured → Send Message (User): “Got your details — thanks! What’s one outcome you want from this guide?”
B. Check-In (Fixed Delay 1d): Inactivity 1d → Send Message (User): “Quick check-in — did you try step 1? Want a 10-minute plan?”
C. Product Follow-Up (Optional): Product Recommended → Send Message (User): “Because you asked about [topic], this resource might help: [link]. Want a quick overview?”
Test Alerts: Ensure Engaged, Warm Lead, and Needs Support tags trigger correctly.
Operate (Weekly, 20 min)
Review Conversations: Improve answers tied to the lead magnet; add snippets for recurring questions.
Refine Alerts: Adjust phrasing for intent signals; add new triggers for “ready to buy” language.
Check Action Logs: Confirm verify and check-in messages fire reliably.
Send Round-Up Broadcast: Monthly “What’s New” to Lead-Magnet segment.
Optional: Add one related Product to upsell gently (frequency = once per conversation).
Recipes (Copy → Tailor)
Delivery Broadcast (Email/SMS)
Subject: Your [guide] + a 2-minute win Body: “Hi {user}, here’s the [guide] you asked for. Start with page 2 — then ask me: ‘Give me a 3-step plan for [goal].’ If you’re stuck, reply and I’ll walk you through it.”
Verify Action (Immediate)
Trigger: Email/Phone Captured Action: Send Message (User) Message: “Got your details — thanks. What’s the one thing you want to get from this guide?”
Next-Day Check-In
Trigger: Inactivity 1d Filter: Tag = Lead-Magnet Action: Send Message (User) Message: “Quick check-in — did you try step 1? If not, I can outline a 10-minute first move.”
Alert-Triggered Nurture
Alert: “If user mentions finishing the guide or next steps, tag as Warm Lead and send a follow-up.” Action: Send Message (User) Message: “Since you finished the guide, you might like this next step: [resource link]. Want a quick walkthrough?”
Product Follow-Up (Optional)
Trigger: Product Recommended Action: Send Message (User) Message: “Because you asked about [topic], this resource might help: [link]. Want a 2-minute overview?”
Round-Up Broadcast (Monthly)
Subject: What’s new this month Body: “Here are the most-requested resources this month: [Item A] — one-line benefit [Item B] — one-line benefit [Item C] — one-line benefit Reply with your goal, and I’ll suggest the right one for you.”
Metrics to Watch
Opt-In Rate: Anonymous → Public users.
Day-1 Reply Rate: % responding to the verification message.
Alert Conversion: % tagged Warm Lead who convert.
Nurture CTR: Clicks from check-ins or Broadcasts.
Unanswered → Revised Trend: Review asset-related questions.
Troubleshooting
Low opt-in: Move value higher in hero; simplify form; add two new Suggested Questions.
Few day-1 replies: Sharpen the question (“What’s your goal this week?”).
No clicks: Put the link earlier; shorten copy to 1–2 lines.
Alerts over-triggering: Add conditions (“only if mentions finishing or next step”).
Pre-Flight Checklist
Lead magnet chosen and uploaded.
Website Embed live with Require email.
Delivery Broadcast drafted and tested.
Verify + day-1 Actions configured and firing.
Alerts for Engaged, Warm Lead, Needs Support active.
Weekly review slot booked; Lead-Magnet segment defined.
In Practice
Your Delphi becomes your list-building concierge — greeting visitors, delivering assets instantly, checking in naturally, and spotting who’s ready for more.
“If a user says they’ve finished the guide or want next steps, tag as Warm Lead and share the next resource.” That’s how Delphi turns free value into lasting engagement — and eventually, loyal customers.
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