LEAD-MAGNET FORMAT WORKSHEET
Companion to: Choose a lead-magnet format your buyer can actually use
ClickFunnels AI | Planning resource

Use this to choose a resource format and define one useful sample. It does not
create a resource, configure delivery or establish demand. All examples below
are fictional. The blank sections are for your own planning.

PART 1 — FILLED EXAMPLE

Reader: A seller preparing for their first indoor craft market.
Finished output: A packing plan matched to the allocated table and event rules.
Starting inputs: Organiser's event information, product list and measured sketch.
Use setting: Preparing at home; later consulting the packing list on paper.
Use-setting evidence: Fictional assumption; no reader research has been run.

Candidate A: Generic checklist
Helps: Remember common items.
Gap: Does not decide whether an item fits this event's rules or allocation.
Choice: Supporting section, not the whole resource.

Candidate B: Planning worksheet
Helps: Connect each event detail to an item decision.
Gap: Cannot supply missing organiser information.
Choice: Primary resource, with an explicit unresolved-questions section.

Candidate C: Booth-styling video
Helps: Show an arrangement being assembled.
Gap: This first task needs event-specific packing decisions, not styling tuition.
Choice: Leave out of this version.

Example input-to-decision records:
1. Input: 180 cm table; a measured display sketch is available.
   Decision: Pack items shown on that sketch.
   Evidence state: Fictional stated input, not measured by this worksheet.
2. Input: Organiser says no power is available.
   Decision: Leave plug-in lamp out of the plan.
   Evidence state: Fictional organiser rule.
3. Input: Permission for an extra display behind the table is unstated.
   Decision: Ask organiser; do not add it to the ready-to-pack list yet.
   Evidence state: Unresolved, not permission granted.

Include: Event details, one filled example, blank item-decision table,
unresolved questions, final packing list.
Exclude: Pricing course, promotion calendar, complete display-design course.
Sample: One page showing three inputs and their resulting packing decisions.
Next action: Produce that sample and check whether a likely reader can use it.
Observation status: Not run. No sales, signup or accessibility result claimed.

PART 2 — YOUR RESOURCE BRIEF

Working title:
Version/date:
Person responsible for the resource:
Reader and situation:
Finished output (name something the reader can use):
Why that output matters to their next task:
Starting knowledge:
Inputs/materials the reader must bring:
What they may reasonably not know yet:
Use setting (device, location, time, sound, print/edit needs):
Evidence for that setting, or label it an assumption:
Access needs to account for:

PART 3 — COMPARE UP TO THREE CANDIDATES

Copy this record for each candidate. A file type alone is not a resource job.

Candidate number/name:
Primary job: Checklist / Worksheet / Template / Walkthrough / Reference / Other
How it produces the finished output:
Required reader inputs:
Required tools, software, accounts or printing:
Can those requirements be stated before access? How?
Known mismatch with the reader or task:
Can that mismatch be resolved? What would it take?
Accessibility work required for this specific resource:
Production and maintenance work:
Decision: Choose / Support another format / Hold / Drop
Reason and unresolved question:

Selected primary format:
Supporting element, only if necessary:
Why this combination fits the task:
What would cause you to revisit the choice:

PART 4 — SET A COMPLETE, LIMITED SCOPE

Must contain (necessary for the output):
1.
2.
3.

Leave for another resource (not necessary for this output):
1.
2.

If a required input is missing, the resource tells the reader to:
The resource cannot decide or promise:
What remains useful without booking a call or buying something else:
Optional later step, if relevant:
Description of how the resource stands on its own:

PART 5 — SAMPLE-USE RECORD

Sample version/date:
One representative section to produce:
Fictional completed example included:
Starting inputs used in your own walkthrough:
What you could finish using only the sample:
Where you supplied extra explanation:
Revision needed:

Optional reader check — record only with an appropriate agreed process.
Reader code/context (omit unnecessary identifying information):
Device/tools used:
Task given:
What the reader did or could explain:
Missing inputs or confusing instructions:
Help supplied during the check:
Output they could use:
What was not checked:
Next change and owner:

DECISION
Choose one: Produce sample / Revise task or format / Resolve missing input
Specific next action:
Owner:
Check again when:

USE BOUNDARY
This brief does not certify event safety, venue compliance, resource accessibility
or commercial performance. Verify the actual resource and delivery separately.
For CFAI workflow and access requirements: https://www.clickfunnels.ai/agents
Public guidance does not grant builder access or publish a funnel.

BACKGROUND GUIDANCE
GOV.UK user needs:
https://guidance.publishing.service.gov.uk/writing-to-gov-uk-standards/plan-manage-content/identify-user-needs/
W3C audio/video accessibility planning:
https://www.w3.org/WAI/media/av/

The comparison and craft-market example are original editorial exercises.