10x Efficiency with Fully Automated Lead Magnet Delivery

How a marketing agency eliminated their manual two-call process and achieved 10x efficiency by automating custom lead magnet delivery.

Automation Operational Efficiency Marketing
Timeline: 2 weeks
Automation Build
Agency
See Results Get Similar Results

At a Glance

10x

Efficiency Gain

From manual to fully automated

0

Calls Required

Down from 2 calls per lead

Instant

Delivery Method

Fully automated delivery

More leads

Lead Generation

Now running paid ads to funnel

The Story

A

The Situation

Lode Services runs an agency specializing in custom lead magnets. Their process was entirely manual and time-intensive:

  1. First call: Gather information from the prospect about their business and needs
  2. Manual build: Team members manually create the customized lead magnet resource
  3. Second call: Deliver the completed lead magnet and discuss next steps

This two-call process was a major bottleneck. It required significant team time for each lead and made it impossible to scale through paid advertising.

“I had no idea automating this was even possible,” said Kai, the CEO. The idea of delivering custom, personalized lead magnets at scale seemed out of reach.

C

Our Approach

When Kai explained his process, the solution was clear: automate the entire delivery pipeline. We built an end-to-end system that:

  • Collects data through an intake form — capturing all the information that used to require a discovery call
  • Automatically generates the customized lead magnet — using the form inputs to personalize the resource
  • Instantly delivers to the prospect — no waiting, no second call needed

What started as a “level one automation idea” was transformed into a complete system that handles everything the team was doing manually.

D

What We Built

  • Smart Intake Form

    Data collection form that captures all required information for lead magnet personalization.

  • Automated Generation Engine

    Backend automation that creates customized lead magnets based on form inputs.

  • Instant Delivery System

    Automated delivery pipeline that sends the personalized lead magnet immediately upon form completion.

Results

10x improvement

Process Efficiency

From a level one idea to a 10x more efficient, faster, and scalable process.

2 → 0 calls per lead

Manual Calls Eliminated

Completely eliminated the two-call manual process for lead magnet delivery.

Now possible

Paid Ads Enabled

Can now run paid ads directly to the intake form—impossible before automation.

More leads than before

Lead Volume

Getting more leads flowing into the ecosystem, fully automated without any issues.

I gave him essentially like a level one automation idea, and he was able to take it to 10x in terms of the efficiency, in terms of the speed, in terms of the process of really what it was able to do. Work with him. You're going to save money, you're going to save time, and you're going to be able to automate parts of your business where you can just really focus on driving better results for more people more efficiently.

Kai

CEO, Lode Services

How to Replicate This

Want to automate your service delivery? Here's the framework we used:

  1. 1

    Map Your Current Process

    Document every step your team takes manually—what information do you gather? What do you create?

  2. 2

    Design the Intake Form

    Create a form that captures all the information you need to generate the deliverable.

  3. 3

    Build the Generation Logic

    Automate the creation of your deliverable using templates and form inputs.

  4. 4

    Connect to Paid Traffic

    Once automated, run ads directly to your intake form and scale lead generation.

Want Results Like These?

We can implement this same approach in your stack. Schedule a RevOps assessment and we'll show you what's possible.

Book a RevOps Assessment
See Results Get Started