Lead Magnet + Offer Funnel System (Strategy, Audit, and Setup)

I’m looking for a strategist to help me organize, validate, and structure my lead magnets, low-ticket offers, and funnel system.

I already have strong ideas, frameworks, and content.
What I need is clarity, prioritization, and structure.

This project will start with a paid strategy session (audit) before moving into execution.

BUSINESS CONTEXT

I help service-based businesses:

clarify their message

use video as a business asset

turn content into something that drives trust and revenue

I also run a Skool community (UPNEX), which is the long-term ecosystem.
This project should support that, but not change it.

CURRENT SITUATION

Right now:

I have multiple ideas for lead magnets and offers

I have frameworks already built

I have content and experience

I do NOT have a clean system connecting everything

The goal is to turn everything into:

a clear entry point (lead magnet)

a simple offer structure

a funnel that converts

EXISTING ASSETS (IMPORTANT)

You will NOT be creating from scratch.

You will work with:

Message Clarity Framework

Customer research questions (pain points, fears, goals)

Video strategy frameworks

“3 Essential Business Videos” concept

Video audit process

Funnel knowledge (ads → landing → call)

Client calculator idea (how many clients needed monthly)

Case studies and real examples

PHASE 1 — PAID STRATEGY SESSION (REQUIRED)

Before any execution, we will start with a paid audit session.

Goal of This Session

Evaluate:

what is strong

what is unclear

what should be prioritized

What You Will Do

During or after the session, you will:

Review my existing assets

Identify:

strongest lead magnet opportunities

gaps or confusion

Recommend:

2–3 lead magnets max

1–2 low-ticket offers to start

Outline a simple funnel structure

Deliverable From This Session

Clear priority plan

What to build first (in order)

Simple explanation of why

Funnel overview (step-by-step)

Purpose

This session determines if we move forward into full execution.

PHASE 2 — LEAD MAGNET STRUCTURING

Once aligned, we will structure 2–3 lead magnets.

Focus Areas

Potential lead magnets include:

Message Clarity Checklist

Client/Revenue Calculator

Self Video Audit Tool

Tasks

Refine each lead magnet

Define clear outcome for each

Keep them simple and actionable

Prepare for landing page use

PHASE 3 — LOW-TICKET OFFER STRUCTURE

Each lead magnet must connect to a paid offer.

Example Mapping

Clarity Checklist → Message Clarity Offer

Calculator → Revenue Planning Offer

Audit Tool → Video Audit Offer

Offer Examples
Offer 1 — Message Clarity

“Fix Your Message in 60 Minutes”

Offer 2 — Revenue Planning

“Build Your Monthly Client Plan”

Offer 3 — Video Audit

“Fix Your Video That Doesn’t Convert”

Tasks

Define structure (modules or steps)

Keep offers simple and outcome-focused

Avoid overcomplication

PHASE 4 — FUNNEL STRUCTURE

Create a simple funnel system.

Funnel Flow

Lead magnet (landing page)

Email sequence

Low-ticket offer

Upsell (call or next offer)

Requirements

Simple

Clear

Easy to execute

No complex funnels

PHASE 5 — BSL (VIDEO SALES LETTER)

Provide a simple structure for the offer video.

Required Sections

Hook

Problem

Why current approach fails

New approach

Proof

Offer

Call to action

PHASE 6 — PLATFORM GUIDANCE

Recommend the best setup using:

Wix (landing pages)

ConvertKit (email automation)

SamCart (checkout)

Skool (community — do not modify)

Goal

Keep the system:

simple

scalable

easy to manage

PROJECT GOAL

Build a system that:

attracts leads

builds trust

converts into low-ticket offers

leads into higher-ticket services

feeds into the Skool community

IMPORTANT GUIDELINES

Do NOT overcomplicate

Do NOT create unnecessary offers

Focus on clarity and conversion

Everything must be simple and repeatable

Prioritization is critical

IDEAL CANDIDATE

Experience with funnels and digital products

Understands conversion (not just design)

Can simplify complex ideas

Comfortable working with existing material

TO APPLY

Please include:

Examples of funnels or offers you’ve structured

Your approach to organizing existing ideas

What you would prioritize first in this project

Your recommendation for a simple funnel structure

FINAL NOTE

This project is about clarity and structure, not more ideas.

If you can help simplify, prioritize, and build a clean system, this can turn into a long-term collaboration.