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Lead magnet → Notion + form-triggered delivery

A researched tool-comparison lead magnet built into Notion, with the form-triggered delivery sequence drafted so the asset starts working the day it exists.

PlaybookWeb ResearchNotionKlaviyoRUN BY THE DEMAND GENERATION AGENT →

The problem this solves

The lead magnet is the marketing project with the highest ratio of agreement to completion. Everyone concurs a strong comparison guide would convert - buyers in every category crave an honest map of the options - and the project dies in the research phase, because a comparison worth downloading requires actually evaluating the tools: features as they are today, pricing as it is today, honest fit assessments. That is days of unglamorous work with no visible output until the end, which makes it perpetually deferrable.

The magnets that do ship often fail at the handoff instead. The asset exists, but delivery is an afterthought: a form submission answered by a bare link email, then silence. The moment of highest interest a lead will ever have - the minute they asked for your guide - dissolves without a next step, and the list the magnet built goes cold before anyone writes the follow-up that was always planned.

The project is really three linked jobs: research the category honestly, publish the result somewhere maintainable, and wire the delivery so every download starts a relationship. Teams treat them as three projects and finish one. Run as a single mission, the asset, its home, and its delivery sequence ship together - which is the only configuration in which a lead magnet actually generates leads.

How the mission runs

  1. The category is researched for real. Web Research evaluates the top tools in your space as they exist now: current features, current pricing, genuine strengths, and honest fit - which tool suits which situation. The comparison earns trust by being usable, including where a competitor is the right answer for a reader who is not your customer anyway.
  2. The comparison is structured for your readers. The raw research becomes an asset shaped for your audience: comparison criteria that reflect how your buyers actually choose, a scannable format that answers the fit question fast, and framing consistent with your brand voice. You review the draft and correct emphasis before anything is published.
  3. The asset is built in Notion. The approved comparison is created in your Notion workspace, formatted and structured in the location you designate. Notion as the home means updating a price or a feature next quarter is an edit rather than a rebuild, keeping the magnet accurate for as long as it works for you.
  4. The delivery sequence is drafted. The agent writes the emails that fire on your main contact form submission: immediate delivery of the guide, a follow-up that highlights the section most relevant to choosing well, and a soft bridge to your product for readers whose situation fits. Each email is staged for your review.
  5. You approve the copy and wire the trigger. The sequence is built in Klaviyo against your form trigger once you have signed off on every email, and staged rather than activated. The completion report links the Notion asset and the created sequence, so you can verify both halves before the first real submission flows through.

The prompt

This is the exact objective the agent receives. Swap the obvious placeholders for your own domain, segment or channel and run it as-is from the console, Slack, or the API.

⟨ THE MISSION PROMPT · PASTE AND RUN ⟩

Create a lead magnet comparing the top tools in my space, format it for my users, add it to Notion, and draft the email sequence that delivers it on my main contact form submission.

What comes back

A complete lead-magnet system: an honestly researched comparison of the top tools in your space living in Notion where it can be maintained, and a form-triggered delivery sequence staged in Klaviyo - immediate delivery, a value-add follow-up, and a fit-based bridge to your product. The asset, its home, and its distribution ship as one finished mission instead of three stalled projects.

Make it yours

  • Version the magnet by segment: the same research rendered as two comparisons with different criteria weightings, delivered by whichever form the lead arrived through.
  • Add a maintenance cadence: a quarterly re-research pass that diffs the category and proposes updates to the Notion asset, keeping the magnet honest as tools change.
  • Extend the sequence: after delivery, a spaced two-email arc sharing your strongest related material, so the magnet's list warms instead of sitting idle.

Frequently asked questions

Will the comparison be biased toward my product?

It is researched to be genuinely useful, which means honest fit assessments - including cases where another tool suits a reader better. That honesty is the conversion mechanism: a guide that reads as an advertisement gets discarded, while one that maps the category fairly earns the trust the bridge email spends.

Does any email send before I approve it?

No. Every email in the delivery sequence is drafted for your review, and the Klaviyo build happens only after sign-off, staged rather than live. The form trigger starts firing when you activate the sequence in your own account, so the first automated send happens entirely on your decision.

What happens when the comparison goes stale?

Staleness is why the asset lives in Notion: updates are edits to a page rather than a re-export of a document. The maintenance variation formalizes it - a periodic re-research pass that flags what changed in the category and proposes the edits, which you accept or adjust before they land.

Go deeper

⟨ RUN IT INSTEAD OF READING IT ⟩

This mission runs minutes after signup.

Open a workspace, paste the prompt, and the Demand Generation Agent carries it end to end on your plan's monthly credits - evidence attached.

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