Steven Bartlett's Goal Setting Guide (The Diary Of A CEO) — a Lead magnet funnel teardown

ProductEcommerce
TypeLead magnet
CategoryPersonal development
The Diary Of A CEO — “It took me 10 years to create this. Now it’s yours.”

A free goal-setting PDF, given away from the same shop that sells The 1% Diary. The Diary of a CEO’s Facebook page started advertising it on 6 October 2026 (“It took me 10 years to create this. Now it’s yours.”), and the click lands on a product page in the DOAC Shop, with reviews, a video of Bartlett and the store’s cart in the header, rather than on a squeeze page.

“Send me the guide” opens a Klaviyo modal that asks for an email and nothing else. The questions come afterwards, presented as tailoring the guide: which of six topics you care about, what you do for a living, and what’s holding you back. By then the address is already saved, so the questions cost nothing in sign-ups and tag every subscriber for the emails that follow.

What was not captured: the delivery email and anything after it (the inbox session had expired), the last modal screen’s answers and success state, and a second pass with a different interest. A bot check stopped the second attempt.

Funnel canvas — drag to pan, scroll or use the buttons to zoom. Each node links to that step's page.

Attract

1“It took me 10 years to create this. Now it’s yours.”The Diary Of A CEO — “It took me 10 years to create this. Now it’s yours.”

The lead magnet is a product in the shop

The ad shows only the shop’s domain and a “Download” button. The click lands on a product page like the diary’s: product URL, 14 reviews, customer videos, the cart in the header. Opting in happens inside the store the guide is meant to sell from.

Capture

2“Help us tailor your guide”The Diary Of A CEO — “Help us tailor your guide”

Ask for the email, then the questions

The first screen is one field. Interests, role and “what’s holding you back” come after it, presented as tailoring the guide, when leaving no longer loses the lead.

Nurture

3TODO: the guide’s delivery emailThe Diary Of A CEO — TODO: the guide’s delivery email

The inbox is where the guide arrives

The modal asks “Where should we send your guide?”, so the first email from the shop is one the subscriber is waiting for. The interests and role answered on the way are there to segment what follows. The emails themselves are still to be captured.

Sell

Retain

Made for a big screen

See all 5 steps as one map

On a computer this funnel opens as a canvas: every page at full length, side by side, with the arrows between them and the moves that make it work. A phone screen can't hold it, so here it's a list.

  1. The Diary Of A CEO — “It took me 10 years to create this. Now it’s yours.”Ad“It took me 10 years to create this. Now it’s yours.”

    The lead magnet is a product in the shop

    The ad shows only the shop’s domain and a “Download” button. The click lands on a product page like the diary’s: product URL, 14 reviews, customer videos, the cart in the header. Opting in happens inside the store the guide is meant to sell from.

  2. The Diary Of A CEO — The product pageLanding pageThe product page
  3. The Diary Of A CEO — “Where should we send your guide?”Opt-in/lead form“Where should we send your guide?”
  4. The Diary Of A CEO — “Help us tailor your guide”Quiz/survey“Help us tailor your guide”

    Ask for the email, then the questions

    The first screen is one field. Interests, role and “what’s holding you back” come after it, presented as tailoring the guide, when leaving no longer loses the lead.

  5. The Diary Of A CEO — TODO: the guide’s delivery emailEmailTODO: the guide’s delivery email

    The inbox is where the guide arrives

    The modal asks “Where should we send your guide?”, so the first email from the shop is one the subscriber is waiting for. The interests and role answered on the way are there to segment what follows. The emails themselves are still to be captured.

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