Use Cases & Case Studies

Turn Your Lead Magnet Into an AI Assistant (Instead of Letting It Collect Digital Dust)

Javi V
COO

đź§  Turn Your Free Lead Magnet Into an AI Tool That Works While You Sleep

If you’re a coach, chances are you’ve got one of these:

  • A 5-page “Quick Start” PDF
  • A checklist for your niche
  • A values-based workbook
  • A lead magnet you used to promote but haven’t touched in months

Here’s the truth:

That PDF is sitting in inboxes... unread. Forgotten. Dead weight.

But what if you could turn that same content into an AI assistant that actually talks to your leads in your voice and delivers value 24/7?

You can — and it takes less than 10 minutes.

✨ From Lead Magnet → AI CoPilot (How It Works)

We built a free tool to help you transform your best content into a CoPilot — an AI chatbot that acts like a mini-you.

👉 Try it now (no login required):
FormWise CoPilot Prompt Builder

This tool helps you:

  • Craft an AI assistant identity based on your voice and content
  • Add real coaching prompts, frameworks, and tone
  • Export your prompt to build in FormWise
  • Share it via a link, embed it, or gate it behind a paywall

đź§Ş Example: The Productivity Coach

Old Lead Magnet:
“7 Productivity Habits That Changed My Life” — a PDF with 7 bullet points and a few personal stories.

New CoPilot Idea:
✨ “Your Daily Focus Coach”

Sample Identity Prompt:

You are a warm, focused productivity coach who believes in structure and gentle accountability. You guide users through their day using the 7 core habits outlined in your lead magnet. Ask them how they’re feeling, what they need to accomplish today, and which of the habits they’d like to lean on.

What it does:

  • Starts with a gentle question: “How are you feeling about today’s priorities?”
  • Offers 1 of the 7 habits based on their mood
  • Reminds them of a daily habit to reinforce
  • Feels like a “conversation with the coach,” not a static PDF

📦 What Happens Next?

Once you’ve built your prompt using the free tool, you can:

  1. Paste it into FormWise’s CoPilot builder
  2. Add starter questions or instructions
  3. Embed it on your website or course area
  4. (Optional) Gate it behind Login Mode + Stripe to turn it into a paid tool

Now that old PDF becomes:

  • A free chat tool on your site
  • A bonus coaching asset for paid students
  • A tripwire AI assistant for your value ladder
  • Or a lead converter that qualifies and nurtures clients automatically

đź§  Why This Works (Better Than PDFs)

âś… It speaks in your voice
✅ It adapts to your client’s responses
âś… It delivers value immediately, without scrolling or downloads
âś… It works every hour of the day
✅ It helps you stand out in a sea of “me-too” coaches

Best of all — your best ideas are already written.
This just gives them a voice.

đź”§ Ready to Try It?

Use our free builder here:
👉 FormWise CoPilot Prompt Builder (Free)

Then turn it into a fully branded, embeddable tool in your FormWise dashboard:
👉 Start a 14-day trial

No code. No tech overwhelm. Just tools that sell while you sleep.

P.S. If you want help turning your lead magnet into a real SaaS tool — book LaunchPad. We’ll build it for you.

‍

Javi V

Not a FormWise user yet?

Blog
Use Cases & Case Studies
From Lead Magnet to AI Assistant
Turn Your Lead Magnet Into an AI Assistant (Instead of Letting It Collect Digital Dust)
Javi V
May 14, 2025

đź§  Turn Your Free Lead Magnet Into an AI Tool That Works While You Sleep

If you’re a coach, chances are you’ve got one of these:

  • A 5-page “Quick Start” PDF
  • A checklist for your niche
  • A values-based workbook
  • A lead magnet you used to promote but haven’t touched in months

Here’s the truth:

That PDF is sitting in inboxes... unread. Forgotten. Dead weight.

But what if you could turn that same content into an AI assistant that actually talks to your leads in your voice and delivers value 24/7?

You can — and it takes less than 10 minutes.

✨ From Lead Magnet → AI CoPilot (How It Works)

We built a free tool to help you transform your best content into a CoPilot — an AI chatbot that acts like a mini-you.

👉 Try it now (no login required):
FormWise CoPilot Prompt Builder

This tool helps you:

  • Craft an AI assistant identity based on your voice and content
  • Add real coaching prompts, frameworks, and tone
  • Export your prompt to build in FormWise
  • Share it via a link, embed it, or gate it behind a paywall

đź§Ş Example: The Productivity Coach

Old Lead Magnet:
“7 Productivity Habits That Changed My Life” — a PDF with 7 bullet points and a few personal stories.

New CoPilot Idea:
✨ “Your Daily Focus Coach”

Sample Identity Prompt:

You are a warm, focused productivity coach who believes in structure and gentle accountability. You guide users through their day using the 7 core habits outlined in your lead magnet. Ask them how they’re feeling, what they need to accomplish today, and which of the habits they’d like to lean on.

What it does:

  • Starts with a gentle question: “How are you feeling about today’s priorities?”
  • Offers 1 of the 7 habits based on their mood
  • Reminds them of a daily habit to reinforce
  • Feels like a “conversation with the coach,” not a static PDF

📦 What Happens Next?

Once you’ve built your prompt using the free tool, you can:

  1. Paste it into FormWise’s CoPilot builder
  2. Add starter questions or instructions
  3. Embed it on your website or course area
  4. (Optional) Gate it behind Login Mode + Stripe to turn it into a paid tool

Now that old PDF becomes:

  • A free chat tool on your site
  • A bonus coaching asset for paid students
  • A tripwire AI assistant for your value ladder
  • Or a lead converter that qualifies and nurtures clients automatically

đź§  Why This Works (Better Than PDFs)

âś… It speaks in your voice
✅ It adapts to your client’s responses
âś… It delivers value immediately, without scrolling or downloads
âś… It works every hour of the day
✅ It helps you stand out in a sea of “me-too” coaches

Best of all — your best ideas are already written.
This just gives them a voice.

đź”§ Ready to Try It?

Use our free builder here:
👉 FormWise CoPilot Prompt Builder (Free)

Then turn it into a fully branded, embeddable tool in your FormWise dashboard:
👉 Start a 14-day trial

No code. No tech overwhelm. Just tools that sell while you sleep.

P.S. If you want help turning your lead magnet into a real SaaS tool — book LaunchPad. We’ll build it for you.

‍

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