Lesson 4

How To Create a Checklist Lead Magnet

This step-by-step tutorial will show you how to create a Checklist in less than 10 minutes.

A checklist is a series of actionable tasks that help the reader to implement a particular strategy. They are incredibly valuable lead magnets because they are so helpful to readers.

Click here to see an example of the kind of Checklist we’ll be making

Let’s get started.

Get a Free Beacon Account

If you don’t already have one then grab a free Beacon account here.

Beacon automates many of the more time consuming tasks involved in creating a lead magnet, including design, formatting, and even writing content.

Create a New Lead Magnet

Once you have created your free Beacon account you will be presented with a choice of lead magnets to create. For this lesson we will be picking the “Checklist” lead magnet.

how to make a checklist lead magnet template     Next, choose “No” when asked if you want to import content from your blog.

lead magnet don't import content

Choosing a Design Theme

This is the fun part. Beacon comes preloaded with professionally designed templates that are fully customizable.

lead magnet template library

If you can’t find something that is 100% right then don’t worry. The trick is to pick a template that is close to the vision you have in your head for the Checklist. This way you can make minor adjustments to suit your brand rather than starting from scratch with a blank canvas.

Formatting Your Checklist

At this stage your Checklist is 90% completed. We can see a preview of the finished product on the right hand side.

As you can see by clicking on the ‘pages’ tab, your Checklist consists of three pages:

  1. Cover page – helps to give an impactful first impression
  2. Checklist page – this is where we will list the tasks needed to complete the checklist
  3. Call to action page – so you can promote your paid products and services

Cover Page

The cover page of your Checklist is important because it is the first thing that the reader will see. This is your chance to convince the reader that this checklist will be helpful to them.

You can do this via the cover page summary.

To change the summary of your Checklist, select the text in the right hand preview area and replace it with your own text.

A good Checklist summary will outline both the problem and the solution that a reader might have encountered. For example:

Make sure your Facebook campaign doesn’t fall flat with this pre-launch checklist.


Everything you need to do before publishing to ensure that your blog post ranks in Google.

Checklist Page

Once you have settled on a good summary for the cover page, you can move on to the main part of the Checklist. Click on the ‘right arrow’ to navigate to the next page.

What Content Should You Include In A Checklist?

Creating the content for a checklist is easier than you think. To begin, find a blog post that covers the subject of your checklist – instructional or ‘how-t0’ blog posts work really well for this.

Next, simplify the post so that it is just a series of bullet points. Then remove any points that aren’t actionable. Finally, split the list into several numbered groups.

Adding Your List

As you can see from this screenshot, Beacon has already added in some sample content to get you started.

All this text can be changed by highlighting and deleting the placeholder content on the right hand side.

Now you can just copy and paste each group of bullet points into the relevant group within Beacon.

If you need to add another white box for an additional ‘step’ within your checklist, you can do that by selecting ‘one’ from the ‘news’ menu as shown here:

Call To Action Page

When you have added all your checklist items, you can proceed to the call to action page.

A lead magnet should always act as a stepping stone towards some of your paid products or services. You should use this call to action page to nudge prospects towards those premium offerings.

In this example, we’re encouraging people to book a free consultation on our website:

Generate the PDF

Once you are satisfied with the content and appearance of your Checklist you can download the PDF version by clicking the “generate PDF” link at the top of the screen.

After a few moments your PDF will appear in a new tab (you should ensure that your browser is not blocking popups from www.beacon.by).

When the PDF does appear, just click “file > save page as” and choose a location to save your Checklist.

how to make a checklist lead magnet save pdf


That’s it. In just a few minutes we have been able to create a professionally designed Checklist that can be used as a lead magnet. Since these are so straightforward to make you should offer checklists to any instructional blog posts that you may have in you archives. This way you can improve the conversion rates of content that already exists.