Playbooks for the people using LeadForge — sourcing ideas, keeping your voice, and closing the loop from post to pipeline.
Everyone on your team has a role, visible under Settings → Team:
The Drafts tab (inside Content, next to Ideas) lists every draft across its whole lifecycle — still being written, scheduled, published, or archived. It's the one place to see everything currently "in flight," including drafts you started but haven't scheduled yet.
Every draft gets a call-to-action link automatically, pointing back to a LeadForge capture form for that exact post. When someone clicks it and fills out the form, the lead is linked all the way back to the idea, the draft, and (if it's part of a funnel) the specific step — no manual tagging required.
Once a draft has a selected variation, a Persona fit card appears below the post text — click Check fit to score how well that variation actually speaks to the persona its idea targets, not just general writing quality.
Both live under Campaigns, and both are a sequence of content steps — the difference is what they're for.
A funnel is a small ordered list of steps, each with a category:
Each funnel has a review cadence — how often LeadForge checks in and, if enabled, sends you a digest with suggested tweaks to underperforming steps. Set it from the funnel's own page. Daily makes sense for something you're actively tuning; weekly or monthly is enough once it's running steady.
Every step type except LinkedIn posts (which already has its own generator — see Turning an idea into a draft) can have LeadForge write a first draft of its actual copy — click Generate content on the step's own page.
LeadForge turns your firm's expertise into a steady stream of content and leads, without you having to be a full-time marketer.
Every week, LeadForge generates a brief — a fresh batch of content ideas pulled from your connected news sources, scored and ready to review.
Not every good idea comes from the brief. If a client conversation, a case you worked on, or something you read sparks a post, click Capture idea at the top of the Content page and write it up directly — it'll show up alongside the brief's own ideas, ready to turn into a draft the same way.
The LeadForge Agent (the sparkle icon in the top bar, owner/admin only — press ⌘K / Ctrl+K to open it from anywhere) is a chat that can read your org's own attribution, leads, funnels, scoring, and subscription data to answer questions like "which format is converting best" or "what should our next brief focus on."
Every idea LeadForge generates is tagged DEEP or WIDE:
A sequence of content steps built to turn a stranger into a lead — awareness, capture, follow-up, and a late-stage step. Lives under Campaigns. See Funnels vs. loops for how it differs from a loop.
A recurring content cadence (like a weekly newsletter) that keeps an existing relationship warm over time, rather than chasing a new lead. Lives under Campaigns, alongside funnels.
A named audience segment (e.g. "General Counsel", "Founder/CEO") that ideas, drafts, and leads can be tagged with, so you can see what's resonating with whom. Managed under Settings → Brand & Personas.
The weekly batch of content ideas LeadForge generates from your connected news sources. See What is a "brief"? for more.
Tracing a captured lead back to the exact idea, draft, and (if applicable) funnel step that produced it — done automatically via each draft's tracking link, no manual tagging required.
A score (plus a one-line reason) for how well generated content actually speaks to the persona it targets — checked automatically right after generation, not just something you find out after the fact. Applies to both a draft's selected variation (see Checking a draft's fit with its persona) and a funnel step's generated copy (see Writing copy for a funnel step). Unlike lead-level persona accuracy, which you only find out after a lead comes in, this checks before anything goes live — and you can always Re-check fit if you've edited the content since it was last scored.
The actual copy (headline, body, call to action, etc.) saved on a lead magnet, landing page, or email sequence funnel step — either written by LeadForge via Generate content or edited by you before saving. See Writing copy for a funnel step.
Connect LinkedIn from Channels so LeadForge can publish drafts directly to your company page instead of you copy-pasting them manually. Once connected, hitting Publish on a LinkedIn-format draft posts it for you, image and CTA link included.
Connect your Beehiiv account from Channels to send newsletter drafts straight from LeadForge. Once connected, you'll also see real subscriber activity (opens, clicks, at-risk subscribers) feeding back into your loop performance — Beehiiv is the only newsletter provider that sends fully today.
Connect Notion from Channels to pull in your case studies so they can be linked to leads and late-stage funnel steps. This is the setup step — actually attaching a case study to a specific lead happens from that lead's own detail page.
Leads move through four stages, shown as a status pill on the Leads page:
On a lead's detail page, you can search and link a relevant case study to share with them. Case studies themselves are connected through Channels → Notion — if you land on a lead and don't see any case studies to choose from, that connection is where to check.
Under Settings → Audience segments, each persona can show a row of suggested pain points — candidates LeadForge has picked up either from your connected content sources or from leads you've marked as a persona mismatch. Click + to add one to that persona's real pain points (used in ideation and drafts), or × to dismiss it.
Connect three sources and your last ten posts — you’ll see the angles and a draft in your own voice inside the trial.