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Part 2 of 2. Make the magnet first in Part 1: How to Create a Lead Magnet That Attracts Qualified Investors, then come back here to build the page and the follow-up.

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A lead magnet page has one job: trade something useful for an email, then hand that person straight into follow-up. In CapBloom you build it as a lead-generation funnel: an opt-in page, a thank-you page that delivers the magnet, and a workflow behind the form that tags the person and drops them into your welcome sequence. Here is the whole build, using a lead magnet opt-in as the example.

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The mental model: the page captures the email, the workflow behind the form tags them and starts the follow-up. A page with no automation behind it is just a form that collects addresses and does nothing.

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๐Ÿงฒ Step 1: Build the funnel

How do I build the page?

What should the page actually say?

๐Ÿ“ Step 2: Add the opt-in form

How do I capture the email?

Where do I deliver the lead magnet?

๐Ÿ” Step 3: Tag them and start the welcome sequence

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A page with no workflow behind it does nothing. The tag-and-route workflow is what turns the page into a system.

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How do new opt-ins get tagged and into my welcome sequence?

๐ŸŒ Funnel or website page?

Which should I use?

โš ๏ธ What trips people up

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๐Ÿงช Test before you drive traffic

How do I check it end to end?

๐Ÿค– Use AI to speed this up

Two prompts. Paste either into your AI tool and fill in the brackets.

[AI PROMPT] Come up with a lead magnet idea

[AI PROMPT] Write the opt-in page copy

[AI PROMPT] CapBloom AI Funnel Builder Skill


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Pro tip: name the exact magnet and the exact investor. The more specific you are, the sharper the copy. Generic in, generic out.

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๐Ÿ†˜ Still Stuck?

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Send it through the Support form at support.capbloom.com or bring it to Office Hours on Wednesdays at 12pm ET and we'll build it with you.

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๐Ÿ”ง The Platform: How Your Tools Work

Step-by-step guides for everything in your CapBloom account.

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Contacts & Smartlists

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Calendar & Booking

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Email

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Social & Content

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Website & Pages

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