How to Set Up a Lead Magnet Funnel on Kajabi (Email Capture Tutorial)

A great lead magnet turns visitors into subscribers fast. Kajabi makes it easy. You can launch a clean funnel, deliver your freebie, and start a nurture sequence in one place.

This step-by-step guide shows you how to build the whole thing. Offer. Pages. Form. Automations. Emails. Tracking. Done.

 

What is a lead magnet?

A lead magnet is a free resource people get in exchange for an email. Think checklist, cheat sheet, template, mini course, or a short workshop. Keep it useful. Keep it fast to consume. Your goal is trust and momentum.

 

Plan your offer

Pick one problem your ideal client wants solved this week. Promise a quick win.

Good ideas:

• 10-step checklist
• 15-minute video lesson
• 3 templates or scripts
• A starter workbook

Keep the outcome clear. Example: Get your first five coaching leads in 7 days.

 

Step 1: Create the asset

Build the freebie before you build the funnel.

• Docs or slides: export to PDF
• Video: host inside Kajabi Products or upload to unlisted on Kajabi Files
• Templates: zip the files

Name files clearly. Example: Client-Intake-Checklist.pdf

 

Step 2: Set up your funnel structure in Kajabi

You can use Kajabi Funnels or build with Pages plus Automations. Either works.

Create these parts:

1. Opt-in page
2. Thank-you page
3. Delivery email
4. Nurture email sequence

Tip: Keep the design simple. Fewer distractions. One clear CTA.

 

Step 3: Build the opt-in page

Go to Website: Pages: New Page.

• Choose a clean template
• Add a strong headline
• Add 3 benefit bullets
• Add a form block with Name and Email
• Add trust signals: logos, a short testimonial, or a preview image

Copy template:

• Headline: Get the Client Intake Checklist
• Subhead: Save 3 hours per week with this plug-and-play system
• Bullets:
  • Ready in 5 minutes
  • Works for coaches and consultants
  • Includes email follow-ups
• Button: Send me the checklist

Keep it above the fold on mobile.

 

Step 4: Create the form and tags

Go to Marketing: Forms: New Form.

• Fields: Email required, First name optional
• Opt-in settings: single or double opt-in based on your region
• Automation: when form is submitted, add tag Lead Magnet: Intake Checklist

Tags help you segment later.

 

Step 5: Deliver the lead magnet automatically

Two good options:

1. Delivery email with a download link
2. Thank-you page with direct access plus email backup

Set it up:

• Upload the file to Kajabi Files or place it in a Product offer
• In the Form automation, add Action: Send email
• Subject: Your checklist inside
• Body: Thank them, link to the file, and set expectations for next steps

Always send the email even if you show the link on the thank-you page. It trains people to open your messages.

 

Step 6: Build the thank-you page

Goal: confirm success and move them forward.

• Headline: You’re in
• Subtext: Your checklist is on the way to your inbox. Click below to download now
• Button: Download the Checklist
• Soft CTA: Book a free strategy call or watch a 5-minute quick start video

Keep it simple. One main action.

 

Step 7: Create the nurture sequence

Go to Marketing: Email Campaigns: New Sequence. Add three to five emails.

Suggested flow:

• Email 1: instant. Deliver the file. Share a 60-second quick win. CTA: read a related post
• Email 2: 24 hours. Case study or results story. CTA: reply with a question
• Email 3: 48 to 72 hours. Teach one deeper tip. CTA: watch a short video
• Email 4: day 5. Overcome objections. FAQs. CTA: book a call or try a starter offer
• Email 5: day 7. Light pitch with a deadline or bonus

Keep emails short. Add one CTA. Use plain language.

 

Step 8: Connect a starter offer or mini product

A small offer converts new subscribers well.

• Tripwire: $9 to $29 template pack
• Mini course: 45 minutes with worksheets
• Low-commitment call: paid audit

Create it in Offers. Link it in Email 3 or 4 and on the thank-you page.

 

Step 9: Set URLs, SEO, and tracking

• Custom URL: yourbrand.com/checklist
• Page title and meta description: clear and benefit-driven
• Add your site’s favicon and logo
• Connect Google Analytics and Google Tag Manager if you use them
• Set conversion events for form submits and purchases

Short, memorable URLs are easy to share on social and in videos.

 

Step 10: Test the entire flow

Test like a visitor on mobile and desktop.

• Submit the form
• Check the thank-you page
• Receive the email
• Click the download link
• Enter the sequence
• Confirm tags applied
• Try the starter offer checkout

Fix typos. Compress images. Check load time.

 

Step 11: Launch and drive traffic

Use a simple promotion first:

• Pin the link in your Instagram and TikTok bios
• Add it as a YouTube description top link
• Place a site-wide header bar or exit-intent pop-up
• Turn blog CTAs into in-line signups
• Share to your email footer

Then scale with ads if it is working.

 

Step 12: Track the right metrics

Inside Kajabi, watch:

• Page views
• Opt-in rate: target 30 to 60 percent for warm traffic, 10 to 30 percent for cold traffic
• Open rate for Email 1: aim for 55 to 70 percent
• Click rate for Email 1: aim for 15 to 30 percent
• Sales from the sequence or booked calls

Make one change at a time. Give it at least a week of traffic.

 

What to A/B test

• Headline: promise vs pain relief
• CTA text: Get the checklist vs Send my checklist
• Hero image: product mockup vs face photo
• Form fields: email only vs name plus email
• Thank you, CTA: download only vs download plus call

Small tweaks add up.

 

Compliance basics

• Add a clear consent line near the form
• Link your Privacy Policy and Terms
• Use double opt-in if your country requires it
• For SMS, include required disclosures and make phone optional
• Honor unsubscribes fast

Build trust from day one.

 

Copy templates you can steal

Opt-in headline:

• Get the Client Intake Checklist
• 15-Minute Discovery Call Script
• 3 Email Templates That Book More Calls

Subhead:

• Steal the exact steps I use with clients
• Copy, paste, and launch in minutes
• No fluff. Just what works

Email 1 subject lines:

• Your checklist is inside
• Here’s your download
• Start here: step 1 takes 5 minutes

CTA buttons:

• Send me the checklist
• Download now
• Start the quick win

 

Quick checklist

• Create a useful freebie
• Build opt-in page and form
• Tag subscribers on submit
• Deliver by email and on the thank-you page
• Launch a 3 to 5-email sequence
• Add a small paid next step
• Set tracking and test flows
• Drive traffic and A/B test
• Improve weekly

 

Final thoughts

A clean lead magnet funnel is the fastest way to grow your list and book more calls. Kajabi keeps it simple. Build the pages. Set the form and tags. Deliver the freebie. Send a short, helpful sequence. Track results. Improve weekly.