Offering a free ebook is a powerful way to generate leads, build trust, and position yourself as an authority in the insurance space. With Agent CRM, you can create a professional ebook download page in just a few minutes—without needing any technical skills.
In this guide, we’ll walk you through how to set up an ebook funnel page inside Agent CRM’s Customizer so that your branding stays consistent and your lead generation process runs smoothly.
🚀 Why Use Agent CRM for Your Ebook Funnel?
🔹 Fully customizable: Stay on-brand with a seamless, professional look.
🔹 Lead capture made easy: Automatically collect emails and phone numbers for future follow-ups.
🔹 Integrated automation: Set up email and text follow-ups for every new download.
“The benefits of doing it this way is that it’s inside of your customizer template. So now everything is just going to blend in and fit.”
📖 Step 1: Clone an Existing Funnel Page
The easiest way to create an ebook landing page is by modifying an existing funnel inside Agent CRM. Here’s how:
1️⃣ Clone an existing funnel step – This ensures your page fits within the Agent CRM system.
2️⃣ Rename the step – Update the page title to something like “Ebook Download” for clarity.
3️⃣ Modify the settings – Under publishing settings, update the URL and name to reflect your ebook offer.
“So it’s gonna add it to the very bottom. Then, what I’m gonna do is change the settings under publishing.”
📩 Step 2: Add a Form & Ebook Image
Next, let’s modify the page so that visitors can easily download your ebook.
✅ Delete any unnecessary elements (e.g., calendar bookings).
✅ Add a two-column row – One side for a lead capture form, the other for your ebook cover image.
✅ Create a new form – Customize a download form that collects names, emails, and phone numbers.
“Now by default, this has the calendar, but we don’t want that here. So I’m going to delete this element and add a row.”
🛠 Step 3: Optimize for SEO & Sharing
To make sure your page looks great when shared on social media, you’ll need to update the SEO metadata:
🔹 Page title: Change it to something like “Download My Free Ebook” instead of the default name.
🔹 Meta description: Write a compelling summary of your ebook to encourage more downloads.
“By default, it says calendar. You’ll want to say, ‘Download My Ebook,’ so that when people share it, it appears correctly.”
💡 Final Touches & Best Practices
✔️ Keep reviews on the page – Social proof helps increase conversions.
✔️ Keep the branding consistent – Using the Customizer ensures your page matches the rest of your funnel.
✔️ Test before launching – Always preview the page and test the form submission before promoting it.
“I recommend keeping the reviews. Just keep all this stuff here, and then save it.”
🚀 Ready to Build Your Ebook Funnel?
With Agent CRM, setting up an ebook download page is quick, seamless, and highly effective. If you have any questions or need help, jump on our live Zoom call—we’re here to support you!
📌 Start your free trial today and build your first ebook funnel inside Agent CRM!
👉 Sign up now
