eBooks & PDF Guides

Download & use within your own marketing to collect emails, add to website, etc.

✅ The purpose of free eBooks & PDFs: to educate your ideal client & collect their email so you can continue marketing to them in the future

Common Money Mistakes

‍This is the exact resource I used to get my first client
‍When a visitor downloads the guide, send them a welcome sequence and continue marketing to them

Click to Access

Questions to Ask an Advisor

A 3-page PDF that can be used as a free download on your website, posted on social media (repurposed into a thread, carousel, etc), or shared with prospective clients before a discovery call

Click to Access

Company Benefits Checklist

A one-page PDF that can be added to your website as a way to collect emails for further marketing

Click to Access

Here's a video for how to set up the custom email forms for a PDF download & a newsletter within ConvertKit (other email tools likely have a similar process, but ConvertKit is what I recommend using):