Consultants

What lead magnet works for consultants and B2B service firms?

A short audit, framework or planning template that a client team can use internally works well: a readiness checklist, a one-page assessment, or a brief explaining how to approach a common decision.

Ideas

  • “Are you ready for X?” readiness checklist.
  • A one-page framework your firm uses, with an example.
  • A decision guide: build vs buy, hire vs outsource.
  • A template for a document clients struggle to write.
  • A short brief on what to ask before hiring someone like you.

Tone and format

B2B readers expect a professional, skimmable document. Lead with the decision or problem, use headings and tables, and skip hype. End with a clear, low-pressure invitation to talk.

Common follow-up questions

Should consultants ask for company name on the form?

Only if you need it. You can learn it later from their email domain or a follow-up question.

Is a case study a lead magnet?

It can be, if you have permission to share the details. Make sure every result in it is real and approved by the client.

Updated 2026-11-15. General information; not legal, medical or financial advice.