09 Lead Magnet Coming Soon v2

Client Portal · Content Marketing & Lead Magnets

Future Lead Magnets

The Collections Readiness Checklist is the first of several free resources. Each new one reaches a different kind of prospect, at a different moment, and gives your social posts, articles, mailers and ads something new to offer. Here is what we recommend for the rest of the quarter, and what could follow.

At a glance

  • One new lead magnet per month for the rest of the quarter.
  • Recommended order: Credit Application Template, Lien & Notice Deadline Quick Reference, then a year-end guide.
  • Each one builds on content already written, so it can be produced quickly.
  • Lien content is reviewed by your attorney before it is published.

1. Recommended for This Quarter

WhenLead magnetWhat it isWho it attracts
OctoberCommercial Credit Application TemplateA ready-to-use application with the five clauses most applications miss, including a personal guarantyBusinesses extending credit, before there’s a problem
NovemberLien & Notice Deadline Quick Reference (Texas & Louisiana)A one-page guide to oilfield lien rights, notices and timing in both statesOilfield service companies with unpaid field work
DecemberBefore You Write It Off: A Year-End Receivables ReviewA short guide to reviewing aging accounts at year end and deciding what is still recoverableOwners and controllers closing out the year

This order supports the content calendar: the credit application article runs in October, lien deadlines are timely through year end, and December is when businesses decide what to write off.


2. Other Options for Later

Lead magnetFormatBest use
Personal Guaranty TemplateTemplatePairs with the credit application template and the personal guaranty article
Receivables Aging GuideOne-page guideShows how recovery odds drop as accounts age; creates urgency
Past-Due Recovery CalculatorInteractive tool on the websiteVisitors enter an invoice amount and age to see what’s at stake
Free Past-Due Account ReviewOffer, not a downloadThe most qualified leads: visitors already holding a past-due account
Oilfield Credit Manager’s GuideLonger guideA flagship resource combining the checklist, templates and lien reference

3. How Each New Lead Magnet Launches

StepWhat we do
1. DraftWritten and designed in the Melton Norcross brand, sent to you for approval (and attorney review for lien content).
2. Landing pageA short form and download page on the website, built from the existing template.
3. Follow-upA short email sequence, adapted from the checklist sequence.
4. PromoteFeatured in articles, social posts, the Collections Alert, mailers and retargeting ads.
5. MeasureDownloads, sources and accounts placed, reported monthly.

4. What We Need From You

  1. Your pick: approve the recommended order, or tell us which resource your clients would value most.
  2. Your existing documents: any credit application or guaranty you use today, so the templates build on them.
  3. Legal review: your attorney’s review of the lien reference and templates.

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