A 1-page lead generation plan template you fill in on the page, checked as you type, then turned into a page or a file.
5.0(1 rating)Fill in your lead plan on 1 page: who counts as a lead, your weekly goal, 1 or 2 channels with the daily action and the words to use, and your first 7 days. It checks the plan as you type, then turns it into a page.
Your lead plan
What you type is kept in this browser, and nothing is sent anywhere. Not affiliated with Alex Hormozi or Acquisition.com.
This free lead generation plan template is a 1-page plan you fill in right on the page, built on the method from Alex Hormozi's $100M Leads.
It asks for the parts a lead plan needs: who counts as a lead, your weekly goal, 1 or 2 channels with the daily action and the words to use, and your first 7 days. It checks the plan as you type, then turns it into a page or a file.
Here's what goes in each part, and how to fill it in.
What is a lead generation plan template?
A lead generation plan template is a fill-in plan for getting leads: the channels you'll work, what you do every day, and how you'll count it.
This one is free, with no login, and it follows the method in Alex Hormozi's book $100M Leads, in our own words. It isn't affiliated with Alex Hormozi or Acquisition.com.
$100M Leads
by Alex Hormozi
A complete system for generating unlimited leads through cold outreach, paid ads, referrals, and organic content. Covers the exact frameworks behind eight and nine-figure businesses.
I may earn a commission if you make a purchase, at no additional cost to you.
What goes in a lead plan
- What to write
- Someone you can contact who showed interest
- Example
- A coach who replied and wants to know more
- What to write
- Engaged leads a week
- Example
- 20 a week
- What to write
- The main thing a lead does next
- Example
- Books a call
- What to write
- Your offer directly, or a lead magnet first
- Example
- Lead magnet first
- What to write
- 1 or 2 of the Core Four, each with its daily action, script, call to action, capture and follow-up
- Example
- Warm outreach, 100 reach outs a day
- What to write
- Someone who gets leads for you
- Example
- Customer referrals
- What to write
- 1 small action a day
- Example
- List every contact on your phone
How to fill in the template
Your plan stays in this browser, so you can come back to it.
Pick 1 or 2 channels
The Core Four are warm outreach, posting content, cold outreach and paid ads. Start with 1 or 2 and do them every day. When leads are short, it's rarely the channel:
So if you aren’t getting as many leads as you want, you’re not doing the core four with enough skill or with enough volume.
Warm outreach, to people who already know you, is the fastest start for most businesses, and content alongside it grows your warm list. Paid ads come last, once an offer has sold.
The daily action: the Rule of 100
Each channel's daily action carries the book's number, and the template checks for it:
| Channel | Every day |
|---|---|
| Warm or cold outreach | 100 reach outs |
| Content or paid ads | 100 minutes making it |
Do it for 100 days. The Rule of 100 tracker counts it, and reads your plan's channels.
What the checks look for
- 1 or 2 channels.
- Every channel has its daily action, script, call to action, capture and follow-up.
- Every daily action follows the Rule of 100.
- A lead magnet, if there is one, has a kind, a form, a name and a promise.
- 7 first actions, 1 a day.
- No reply or conversion rate you haven't measured yet.
Rather have it written for you?
The lead generation plan generator fills in this same plan from what you sell and the time you have, and picks your channels in code. The warm outreach script generator writes the messages for your scripts.
Tools to capture and follow up
Every channel in the plan needs a place to capture leads and a way to follow up. I build my own opt-in forms and popups. If you'd rather not, Tally, ConvertBox and OptinMonster are good options.
- Its job in a lead plan
- A CRM, funnels, calendars and follow-up in 1 place
- Best for
- Services that sell on calls
- Its job in a lead plan
- Lead magnet pages and funnels
- Best for
- Capturing leads from content and ads
- Its job in a lead plan
- Forms and surveys, with a free plan
- Best for
- Lead magnet sign-ups
- Its job in a lead plan
- Popups, slide-ins, bars and quizzes, targeted to each visitor
- Best for
- Turning site visitors into leads
- Its job in a lead plan
- Popups and opt-in forms, including exit intent
- Best for
- Growing a list from the traffic you have
- Its job in a lead plan
- A newsletter that keeps your list warm
- Best for
- Content and warm outreach
- Its job in a lead plan
- Turns comments and DMs into conversations
- Best for
- Content on Instagram and Facebook
- Its job in a lead plan
- Builds and fills in lists of people to reach
- Best for
- Cold outreach
- Its job in a lead plan
- A simple sheet to capture every lead
- Best for
- Starting out
More tools, with my reviews, are in my AI tools library.
Ready to get leads?
Not all of these are in my own stack today. Each one does a job in a lead plan well, and some links are affiliate links.
Capture leads and follow up
Forms and popups
Keep your list warm
Turn comments into conversations
Cold lists and tracking
FAQs about lead generation plan templates
Questions about the lead generation plan template? Here's what to know.
A lead generation plan template is a fill-in plan for getting leads: the channels you'll work, what you do every day, and how you'll count it.
This one follows the method in Alex Hormozi's $100M Leads and checks the plan as you type.
A lead generation plan should include who counts as a lead, a weekly goal, the main thing a lead does next, and 1 or 2 channels, each with its daily action, script, call to action, capture and follow-up.
Add a lead getter and your first 7 days.
Start with 1 or 2 of the Core Four and do them every day.
Add another only once those run reliably.
The Rule of 100 is Hormozi's daily commitment from $100M Leads: 100 reach outs a day for outreach, or 100 minutes a day making content or ads, for 100 days.
Yes, you can download it as lead-plan.md, a file your own AI can read, or turn it into a page you download as HTML or open in a new tab.
Yes, the lead generation plan template is free, with no login and no limit.
It runs in your browser, and nothing you type is sent anywhere.
Yes, the lead generation plan generator fills in the same plan from what you sell and the time you have.
It picks your channels in code, so the same numbers get the same start.
The warm outreach script generator writes the messages, and the Rule of 100 tracker counts the daily work.
See all my free tools.
Navid Moazzez
AI business strategist & AI OS builder
Navid Moazzez helps creators and founders master AI and build their own AI Operating System (AI OS) to automate their business and life.
Navid.me is reader-supported. When you buy through links on this site, I may earn an affiliate commission. Learn more.
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