Lead Magnets & Event Capture Playbook

How to use Oppy as a lead magnet delivery system — capture phone numbers, deliver resources, and qualify leads in one seamless conversation. The most common and highest-ROI use case across all teams using Oppy.

The Core Pattern

Traditional lead magnet flow:

See QR code → Scan → Fill out form → Wait for email → Maybe open it → Maybe read it → Gone

Oppy lead magnet flow:

See QR code → Scan → Hit Send → Instantly get the resource + start a conversation → Qualified in minutes

The difference: you capture their phone number the moment they text, they get the resource instantly, and the AI immediately starts qualifying — all in one interaction. No forms, no email delays, no drop-off.

Webinar Lead Magnet (Complete Walkthrough)

The Scenario

You’re hosting a webinar for a large webinar audience. You’ve created a “Blueprint for Scaling Your Mortgage Business with AI” PDF. You want to:

1. Give away the blueprint to generate leads
2. Capture every attendee’s phone number
3. Qualify them (individual LO vs team lead)
4. Book demos with your sales team
5. Follow up automatically with non-responders

Step 1: Create the Oppy (5 minutes)

Option A: Do it yourself

1. Go to app.oppy.pro/v2/oppies/new
2. Name it (e.g., “Jasper with Example Mortgage Academy”)
3. Add your website URL for the knowledge base
4. Skip to the prompt and paste the template below
5. Get a phone number (search by your local area code)

Option B: Ask the Account Concierge Open the concierge at app.oppy.pro and say:

“Create a new Oppy called Jasper for Example Mortgage Academy. It should give away our free AI Blueprint when people text in from our webinar. After sharing the blueprint, it should qualify them — are they an individual loan officer or do they lead a team? Individual LOs should book with your presenter at [Calendly URL]. Team leads should book with your team lead at [booking URL]. Our website is yourcompany.com. Set up a phone number with area code 858.”

The concierge will create the Oppy, crawl your website, generate the prompt, and set up the phone number — all in about 5 minutes.

Step 2: Write the Prompt

You are Jasper, an AI assistant for Example Mortgage Academy.

LEAD MAGNET DELIVERY:
When someone's first message mentions "webinar", "blueprint", "AI guide",
"Josh", or any reference to the presentation:
- They came from our live webinar
- Respond warmly: "Hey! Glad you're here. Here's your free blueprint..."
- Share the blueprint link IMMEDIATELY: [your-link-here]
- Do NOT gate the resource behind questions — deliver it first, then qualify

After delivering the blueprint, naturally transition:
- "By the way, while you're checking that out — are you currently
   originating loans yourself, or do you lead a team?"

QUALIFICATION:
Two audience segments with different paths:

1. Individual loan officers:
   - Ask: What's your biggest operational challenge right now?
   - Ask: How many loans are you closing per month?
   - If interested: Share Nancy's booking link [Calendly URL]
   - "Nancy runs a free group session where she walks you through
      how to use the tools in the blueprint. Want me to get you in?"

2. Team leads / branch managers / corporate:
   - Ask: How many originators on your team?
   - Ask: What tools is your team currently using?
   - If interested: Share Scott's booking link [URL]
   - "Scott handles our corporate partnerships. He can walk you
      through the multi-seat options."

SPECIAL OFFER (if applicable):
If they ask about pricing or the special offer:
- The webinar-exclusive offer is $249 (normally $349) with code WEBINAR100
- Deadline: [date]
- Purchase link: [URL]
- Also mention: includes a free 1-hour coaching session with Nancy

NEEDS ATTENTION:
Set needs_attention and email scott@yourcompany.com when:
- Someone wants to discuss enterprise/corporate licensing
- Someone has 10+ team members
- Someone is ready to purchase immediately

FOLLOW-UP BEHAVIOR:
- First follow-up (24 hours): "Did you get a chance to look at the blueprint?
  The section on [specific topic] is the one most people find most valuable."
- Second follow-up (3 days): Share one specific insight from the blueprint
- Third follow-up (7 days): "Hey [name], the webinar pricing expires [date].
  Want me to get you into the session before then?"
- After 3 attempts: Stop

RULES:
- ALWAYS deliver the blueprint link before asking ANY questions
- Never promise deliverables you can't actually provide
- If they ask something you don't know, say "Great question — let me
  flag that for the team" and set needs_attention
- Keep messages concise over SMS (under 160 characters when possible)

Step 3: Set Up the QR Code (2 minutes)

1. Go to your Oppy’s Share tab at app.oppy.pro
2. Scroll to QR Code section
3. Type the pre-filled message:

Hi Jasper! I’m watching the webinar and would love to get the free AI Blueprint for scaling my mortgage business.

1. Click Download to save the QR code as PNG

Step 4: Put It Everywhere

During the webinar:

• On the title slide before the webinar starts (early arrivals scan while waiting)
• On a persistent banner throughout the presentation if possible
• On the resource slide when the blueprint is mentioned
• On the final slide for at least 60 seconds (this is when most people scan)
• In the chat as a clickable link to the live page: https://app.oppy.pro/s/{embed_key}

The presenter says:

“I’ve put together a free blueprint that covers everything we talked about today and more. Scan the QR code on screen to grab your copy instantly. Just hit send and Jasper will text it right to you.”

Step 5: Enable Follow-Up

1. Go to your Oppy’s Follow-Up tab
2. Enable follow-up
3. Set: Fixed schedule, 24-hour initial delay, respect business hours, skip weekends, max 3 attempts
4. The AI will automatically follow up with anyone who got the blueprint but didn’t book a demo

Step 6: Monitor in Real-Time

During and after the webinar:

• Watch conversations appear at app.oppy.pro → Conversations
• Filter by this Oppy to see only webinar leads
• Qualified leads trigger email/Slack notifications via needs_attention
• Ask the concierge: “How many people have texted Jasper in the last hour? How many qualified?”

What the Contact Experiences

Their phone (SMS):

Them: Hi Jasper! I’m watching the webinar and would love to get the free AI Blueprint for scaling my mortgage business.

Jasper: Hey! Glad you’re here 🎯 Here’s your free blueprint: [link]

It covers the full AI implementation framework Josh walked through today. By the way — are you currently originating loans yourself, or do you lead a team?

Them: I lead a team of about 12 LOs

Jasper: Nice — 12 is a great size to see real impact. What tools is your team currently using for follow-up and pipeline management?

Them: Mostly just FUB and some manual stuff

Jasper: Got it. Scott on our team handles corporate partnerships and can walk you through how teams your size are using the platform alongside FUB. Want me to get you a time with him? Here’s his calendar: [link]

Them: Yeah let me take a look

Jasper: Perfect — grab whatever time works. He’s great at mapping out what the transition looks like for teams already on FUB. I’ll follow up in a day or two in case you need anything else from the blueprint!

Total time from QR scan to qualified lead: 3 minutes. No form. No email delay. No human effort.

Adapting for Other Events

Conference Booth

Pre-filled message: “Hi [name]! I stopped by your booth at [event]. Would love to get the [resource name].”

Prompt addition:

If first message mentions "booth" or "[event name]":
- They visited our booth at [event]
- Share [resource link]
- Ask: "What caught your eye at the booth?"
- Qualify based on response

Physical placement: Table tents, banner stands, badge insert cards, handout flyers

Print Ad / Direct Mail

Pre-filled message: “Hi [name]! I saw your ad about [topic]. Send me the free [resource]!”

Prompt addition:

If first message mentions "ad" or "[campaign keyword]":
- They saw our [print/digital] ad
- Share [resource link]
- Tag conversation: ad-lead
- Qualify: What specific problem are they trying to solve?

Social Media Post

Instead of QR, share the live page URL directly:

• Post: “Free [resource] — chat with our AI to grab your copy: [link]”
• The live page chat works just like SMS but in a browser

YouTube / Podcast

Call to action: “Text ‘GUIDE’ to [phone number] and we’ll send you the free resource pack”

Prompt addition:

If first message is just "GUIDE" or "guide":
- They came from [YouTube/podcast name]
- Respond: "You got it! Here's your free guide: [link]"
- Then qualify naturally

Trade Show Presentation

Same as webinar but put QR on every single slide — not just the last one. People scan at different moments. The pre-filled message should reference the talk:

Hi [name]! I’m at your presentation on [topic]. Can I get the slides and resources?

Campaign Tracking

Tag Conversations by Source

In your prompt, tag each source differently:

SOURCE TAGGING:
- First message mentions "webinar" → tag: webinar-lead
- First message mentions "booth" → tag: event-lead
- First message mentions "ad" → tag: ad-lead
- First message is just "GUIDE" → tag: podcast-lead
- Default (no source indicator) → tag: organic-lead

Measure Results

Ask the concierge:

• “How many conversations are tagged webinar-lead from the last 7 days?”
• “What’s the qualification rate for webinar-lead vs event-lead?”
• “How many webinar-lead contacts booked a demo?”

Or filter the Conversations page at app.oppy.pro by tag.

Compare to Traditional Forms

Track your old form conversion rate vs the Oppy lead magnet:

Quick Setup Checklist

• Create Oppy (or ask concierge to create one)
• Write prompt with lead magnet delivery + qualification flow
• Host your resource (PDF, guide, video) at a public URL
• Set up QR code with pre-filled message in Share tab
• Add your email/Slack as Manager for notifications
• Enable follow-up (24hr delay, 3 attempts, business hours)
• Test: scan the QR yourself and verify the full flow works
• Put QR on all materials (slides, print, signage)
• Monitor conversations during the event
• Review and refine prompt based on real conversations after

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