00 — START HERE: Opt-In Page
This is the setup and orientation document for the Opt-In Page kit. Read this to understand what it is, what it does, what files it needs, and how to use it.
What This Is
The Opt-In Page kit produces a single-purpose HTML landing page that captures first name + email in exchange for a free lead magnet (skill file, guide, checklist, etc.). The page is designed for paid traffic (Meta ads) and organic sharing, following a conversational-copy layout with a sticky form panel.
Audience: Prospective leads — professional services practice owners discovering the brand for the first time. Format: Single HTML file, inline styles, MailerLite embedded form. Lifecycle: One-shot per lead magnet. Updated only when the lead magnet changes or QC surfaces issues.
Operating Modes
| Mode | Trigger | What It Produces |
|---|---|---|
| Mode 1: Create | New lead magnet needs an opt-in page | Complete HTML opt-in page |
| Mode 2: Improve | QC failure, manual changes, or conversion data suggests changes | Updated kit files (golden example, output skill, quality checklist) |
Mode 1 — Create New Opt-In Page
You have a lead magnet ready to distribute. You provide:
- The lead magnet name and one-line description
- What the lead magnet produces (the output sections / deliverable structure)
- A MailerLite form embed code (form ID, account ID, form action URL)
- A thank-you page redirect URL
- Which brand variant to use (CYP or AOS)
- A credential / proof line for the "Built by" section
- Optional: a testimonial specific to this lead magnet
The kit produces a single HTML file ready to deploy.
Mode 2 — Improve This Kit
The self-improvement loop. After running this kit:
- Did I change anything in the output by hand? --> Update golden example + output skill
- Did QC miss something I caught? --> Update quality checklist
- Should the kit do something it doesn't? --> Update output skill
The rule: Every manual fix becomes a kit fix. If you fixed it by hand, update the kit so it never happens again.
What This Does NOT Do
- Does not produce the lead magnet itself (that is a separate build — skill file, guide, etc.)
- Does not create the MailerLite form (forms are created in MailerLite, then the embed code is pasted in)
- Does not produce the thank-you page (that is a separate deliverable)
- Does not produce ad creative (that is the handraiser-post or ads kit)
- Does not produce email nurture sequences (that is the email-sequence kit)
Design Lineage
This page design draws from two proven opt-in patterns:
- Taki Moore "Paid To Teach" workshop page — sticky form panel on the right, conversational long-form copy on the left, repeated CTA touchpoints
- Nicolas Cole "Start Writing Online" opt-in — centered card design, repeated form placements, social proof line, minimal sections
The kit combines these into a two-column hero (copy left, sticky form right) with a centered "What's Inside" section and a second CTA block below — keeping the form always visible on desktop while the visitor reads.
Self-Improvement Loop
After every production run, ask:
- Did I change anything in the output by hand? --> If yes, Mode 2.
- Did QC miss something I caught? --> If yes, Mode 2.
- Is there something the kit should do that it doesn't? --> If yes, Mode 2.
If the answer to all three is no, the kit is working. Move on.
File Inventory
| # | File | What It Is |
|---|---|---|
| 00 | 00-opt-in-page-start-here.md | This file — orientation, modes, design lineage |
| 01 | 01-opt-in-page-context.md | Required inputs per mode, validation rules, brand variants |
| 02 | 02-opt-in-page-terminology.md | Locked vocabulary — what page terms mean |
| 03 | 03-opt-in-page-golden-example.html | The Client Intelligence Brief opt-in page — fully populated reference |
| 04 | 04-opt-in-page-quality.md | QC checklist — 100-point, 90 threshold |
| 05 | 05-opt-in-page-build-skill.md | The production skill — how to generate the page |
Total: 6 files (standard kit).
Relationship to Other Kits
| Kit | Relationship |
|---|---|
Skill Build (kit-skill-build/) | Produces the lead magnet that this page distributes. Upstream dependency. |
Skill Delivery Page (kit-skill-delivery-page/) | Alternative page type — delivers the skill directly on the page. This kit captures the email first, then delivers via email. |
Offer Page (kit-offer-page/) | Sibling — same design system, different purpose (purchase/booking vs. email capture). |
Handraiser Post (kit-handraiser-post/) | Produces the LinkedIn post that drives traffic to this page. Downstream consumer. |
DM Sequence (kit-dm-sequence/) | Produces the DM sequence that links to this page. Downstream consumer. |
Email Sequence (kit-email-sequence/) | Produces the nurture sequence sent after opt-in. Downstream consumer. |
File Location
advisory-os-vault/content/frameworks/kit-opt-in-page/
00-opt-in-page-start-here.md (this file)
01-opt-in-page-context.md
02-opt-in-page-terminology.md
03-opt-in-page-golden-example.html
04-opt-in-page-quality.md
05-opt-in-page-build-skill.md