Educational Lead Magnet Funnel

Optional Funnel · Lead Magnet

A value-first funnel designed to attract, educate, and warm new prospects before a conversation.

How This Funnel Works (Explained by the Advisor)

>> Access the Free Tax Guide <<

What This Funnel Includes

When to use a lead magnet funnel
How it fits into the Hero Hub system
Why education-first conversion works

Apply For Hero hub

Book a discovery call

What This Funnel Does

Captures new leads with a valuable educational asset
Builds trust before asking for a call
Warms prospects through automation
Prepares leads for future qualification

Funnel Flow

Step 1: CTA invites prospect to download a free resource
Step 2: Opt-in form captures contact information
Step 3: Resource is delivered automatically
Step 4: Educational nurture sequence begins
Step 5: Soft transition to strategy conversation (via Funnel #1)

Why This Funnel Is Used

Explain that this funnel is ideal when:

Advisor wants to grow audience size
Prospects are not yet call-ready
Education is required before conversion

Relationship to Hero Hub System

This funnel operates as part of the Hero Hub system, where lead capture, automation, CRM, and follow-up work together to convert attention into relationships.