10 Lead Magnet Ideas for Financial services

An interactive 12-month cash flow forecast that lets SMB owners model revenue, expenses, and seasonal spikes. It outputs runway insights, risk flags, and a shareable summary you can bring to lenders or partners.

A concise starter guide with the most impactful deductions, tax timing tips, and a quarterly cash flow-friendly checklist for freelancers and small business owners. It helps reduce taxes, improve liquidity, and ends with an invitation to a personalized planning session.

A quick-entry scorecard that digests revenue, expenses, debt, and liquidity into a simple health score and actionable next steps. It supports 15-minute self-assessments and serves as a springboard for a follow-up consult.

An AI-powered wrapper that asks a few questions about costs, pricing, and product mix, then outputs a break-even point and recommended budget allocations. It includes a one-page action plan and an exportable results sheet.

A plug-and-play planner that maps revenue scenarios to gross margin, net income, and cash needs across 12 months. It highlights sensitivities, supports budgeting decisions, and can be shared with lenders or investors.

A curated directory of vetted accountants, bookkeepers, lenders, and financial advisors who specialize in SMBs. Includes quick service notes, region filters, and a CTA to schedule a consult.

A step-by-step debt payoff calculator that supports avalanche and snowball strategies for business debt. Provides a 6- to 12-month payoff roadmap and a built-in progress tracker.

A compact planner guiding owners to align business profits with personal retirement goals. Includes a simple calculator and a one-page action plan to start saving now.

A ready-to-use set of email templates for onboarding clients, presenting pricing, and requesting documents. Reduces back-and-forth, speeds engagements, and increases conversion for advisory services.

A sector-specific deductions checklist and a monthly/quarterly tax calendar tailored for top SMB industries. It's quick to implement and designed to boost after-tax cash flow.