Coaches · Lead magnet to discovery call
From a free guide to a booked discovery call
Someone wants your guide. We build what happens next in GoHighLevel (GHL): the guide downloads straight from the opt-in, the emails that follow change with what each reader clicks, and one discovery-call calendar takes the booking, up to the number of calls you set for the month.
The job
A guide only pays off when readers book
The download is the easy part. The days after it decide whether a reader ever talks to you.
A lead magnet does one job for a coach: it starts a conversation with someone who isn't ready to buy yet. The guide earns that first yes. Whether it turns into a discovery call depends on what the reader gets next, and on how easy booking is once they're ready.
For one coach we built the whole path on the main website. The opt-in landing page takes the email address, and the guide is a direct download from that page, so nobody has to go looking through their inbox to find it. Then the nurture starts.
The nurture is segmented by clicks. Each email carries links, and the link a reader clicks decides which branch of the sequence they get next. Someone who keeps clicking on one topic hears more about that topic. Every branch is written out in the plan, so you read the whole tree before a single email sends.
Every email points to the same place: one 30-minute discovery-call calendar with a pre-call form, so you know who you're meeting and what they're after before the call starts. One calendar means one link across the whole sequence and one set of hours to look after.
The calendar carries a monthly cap. You decide how many discovery calls you'll take in a month; once those slots are booked, the calendar stops offering times until the next month. That stops discovery calls from crowding out the hours you keep for paying clients.
Calendars can also fail quietly. On a calendar we set up, bookable times disappeared because a long event in the connected Google Calendar read as busy. Clearing that event brought the times back.
What we set up
The pieces of a guide-to-call funnel
- An opt-in landing page for the guide on your own website
- The guide as a direct download from the opt-in
- A nurture sequence that branches on what each reader clicks
- One 30-minute discovery-call calendar for every email to point to
- A pre-call form on that calendar, built from your questions
- A monthly cap on discovery calls, set to the number you choose
- Your price kept off the page, out of the guide delivery and out of every email
How a setup runs
How the funnel gets built
A 1:1 with Rob
Bring your guide and the number of discovery calls you want each month. Rob looks at your current opt-in, if you have one, and where readers end up after it.
The plan, branch by branch
The landing page, each nurture email in each branch and the pre-call form questions are written word for word in the plan document. You change anything you like and approve it. Nothing is built before that.
Build and QA report
We build the funnel in HighLevel and test each branch through to the calendar. You get a QA report that covers every piece, with screenshots as evidence.
After launch
Want a second guide or a different monthly cap? Each change gets a verdict first: inside the agreed scope, or new scope.
What you bring
What we need from you to start
The guide
The finished guide, or a draft of it. The landing page and every email are written around it.
Your monthly number
How many discovery calls you can take in a month. That number becomes the calendar's cap.
Your pre-call questions
What you want to know before you meet someone. These become the form on the calendar.
Website and calendar access
Access to your site so the landing page can live there, and to the Google Calendar the booking calendar should read.
Where it stops
No price appears on the landing page, with the guide or in any nurture email; price questions wait for the discovery call. There is one discovery-call calendar, not a menu of call types, and it offers no times past the month's cap.
Questions
What coaches ask about lead magnets
Why one discovery-call calendar and not several?
What does a nurture segmented by clicks mean?
Will the emails or the landing page mention my price?
What happens when the month's discovery calls are booked?
Does the booking calendar work with my Google Calendar?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryBring your guide to a call with Rob
Show Rob your opt-in page and what a reader receives after it. He'll point to where readers drop off before they reach your calendar, and what a capped discovery-call calendar would change.