Getting the Most Out of Your Downsizing Lead Magnet

Leverage your booklet “5 Pro Tips to Downsizing Your Home” to generate more leads.

This interactive 4-week course is being offered exclusively to realtors who have the booklet.

The course is for you whether you’ve already offered the booklet to seniors or you’re still trying to figure out how to do that.

You’ll not only see how to use the booklet effectively to generate downsizing leads, you’ll also receive created-for-you promotional materials that will save you time and money.

Here’s the lesson plan

Keep in mind that since this is the first time I’m offering the course, I may make adjustments as we go in order to ensure you get the best learning experience.

Week 1: Expand your network

Understand what’s involved in using the downsizing booklet to generate leads. Discover how to use effective design and messaging to improve conversion rates. Learn about more than two dozen methods for promoting your booklet, many of them low or no-cost.

Week 2: Explore different promotional methods

Study some of the promotional methods from Week 1 in more depth. Review examples of effective design and messaging for each method. Look through made-for-you resources that you can use.

Week 3: Get your message right

Continue reviewing examples of effective design and messaging for each method. Discover more made-for-you resources that you can use. Learn how to tweak the design of your website so that it supports your lead generation efforts with the booklet.

Week 4: Keep offering downsizing advice

Discover how to keep new leads engaged with follow-up emails. Learn how to use AI and other sources to help you quickly create content on downsizing yourself.


You’ll be asked to decide which promotional methods you want to use. Once you’ve done that, you’ll create a simple promotion plan complete with timelines. You’ll also be asked to mock up a draft for at least one of your planned promotions. The aim of these assignments is to give you a jumpstart on promoting the booklet and extending its reach.

Optional automation add-on:

Want help automating your lead funnel? I can give you step-by-step video guidance on how to do it yourself. Or I can do it for you. An additional fee applies. If you’re interested in more details, simply let me know before or during the course.

Here’s what’s included

  • 4 live 1-hour group lessons on Zoom
  • Recordings of all group lessons
  • Individual feedback on assignments
  • E-mail support during the course
  • A valuable package of made-for-you materials that you can use to promote your booklet (including templates, pre-written messages, and social media images)

Here’s what it costs

Because of the valuable package of made-for-you materials that’s included, I’ll likely be pricing this course in the $1000 range in the future.

But since this is the inaugural edition, I’m offering it for only $395 USD.

And I’m opening it up to just a handful of participants.

Remember, this course is designed to help you get high-quality downsizing leads faster. Consider what difference that can make to your bottom line.

When it’s happening

The first lesson is scheduled for Wednesday, April 5 at 1:30 pm Eastern. Live lessons happen each Wednesday at the same time throughout the month of April. Keep in mind that if you’re unable to attend a live lesson, you’ll have access to the recording.

How long do you have to register?

The sooner the better. This inaugural session could fill up quickly because of the small number of spots that are up for grabs. If you miss out, you can always take the course when I offer it again in the future, but the deeply-discounted price won’t be available then.

Promise: By the end of the course, you’ll have an actionable plan for promoting your downsizing booklet, the makings of a campaign for at least one promotional method, and ongoing access to a variety of made-for-you resources.

Guarantee: Refunds are not available once the course has begun. If the Promise has not been met, and you have been fully participating in the course, I will continue to work with you to ensure you have access to the resources you need to succeed.