A solo executive coach filled her calendar 90 days out with an AI lead magnet
Trading a PDF freebie for a personalized AI leadership assessment 5x'd email list growth and turned discovery calls into pre-qualified conversations. List growth flattens in August with the standard B2B summer lull — decision-makers on PTO stop opting into anything new — then re-accelerates as fall planning cycles start.
Email list growth — new subscribers (Aug = B2B summer lull)
How we modeled thisSubscriber counts are the actual net-new opt-ins reported by the ESP. The Aug flattening is the typical B2B summer lull (decision-makers on PTO); it is a seasonality assumption we plan for, not a growth stall.
The challenge
Priya's lead magnet was a PDF that converted at 2.1%. Discovery calls felt like intake — she spent 30 minutes just understanding each prospect's situation.
What we built
- ▸Built a 12-question AI leadership assessment that outputs a personalized 3-page report
- ▸Automated onboarding sequence tuned to each prospect's assessment archetype
- ▸Booking page pre-loads the assessment summary before the call
- ▸Weekly essays are drafted from her Loom recordings
Results after 6 months
- ✓Lead magnet conversion up from 2.1% to 11.4%
- ✓Discovery-to-client conversion rose from 22% to 41%
- ✓Calendar booked 90 days out for the first time
"The assessment does the work of an intake call before we ever meet. My calls are just… deeper now."