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What Happens When Someone Requests Your Lead Magnet

This article explains what ClinicMonk™ sends when someone fills in the form to request your lead magnet — the guide itself, and the short…

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Written by Nicole McCance

This article explains what ClinicMonk™ sends when someone fills in the form to request your lead magnet — the guide itself, and the short follow-up that comes after it. Your lead magnet is the free resource you offer to attract new leads.


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What starts it

Someone submitting the Lead Magnet Form — the form that offers your lead magnet. Requests can reach it from anywhere you've published the link, including the follow-up emails other ClinicMonk™ automations send.


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There are two versions

ClinicMonk™ checks whether the person is already one of your clients, and sends a different version accordingly.


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Existing clients get it on its own. One email, subject Your Welcome Resource, welcoming them and pointing them to the guide.


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No booking link — they've already started with you — and no 3-email follow-up. They're then tagged for nurture, so they start the monthly nurture emails (the client version, without booking invitations).


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Everyone else gets it plus a short sequence. Three emails over five days, each with a link to book a consult.


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What a lead receives

When

Email

Straight away

Your guide — sends them the lead magnet, encourages them not to try to fix everything at once, and suggests starting with one small step. Includes your consult booking link.

3 days later

Start small — explains that trying to change everything at once tends to backfire, and offers to talk it through. Booking link again.

2 days after that

You don't have to do this alone — acknowledges how normal it is to try to work things out alone, and invites them to book.

After the third email, they're tagged for nurture, which starts a longer email sequence covered in its own article.


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Everyone who requests it is marked as having it

Both versions tag the contact as having received the lead magnet. That tag is what stops other ClinicMonk™ automations offering them the same thing again — the consult follow-up and the new-client welcome both check it before sending.


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Being emailed a link to the form doesn't set it. Only actually completing the form does.

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