Best practices, ad templates, channel playbooks, and strategy guides — all in one place.
Education
Deepen your knowledge of visitor identification, retargeting strategy, and how to get the most from LeadPost.
Customer Guide
How to Engage LeadPost Leads
Step-by-step guide for converting LeadPost leads into MQLs and SQLs using automated email templates and best practices.
View guide →Customer Guide
Retargeting Ads Creative Starter Kit
Creative guidance and ad specs for launching retargeting campaigns across direct mail, email, and social and display.
View guide →Long-Tail Automations for LeadPost
Lifecycle automation strategies to increase pre-purchase demo bookings and win rates using LeadPost data.
Visitor Identification Best Practices
Comprehensive best practices for implementing visitor identification and getting the most out of the tool.
Audience & Segmentation
The more targeted your audience, the better your retargeting performance. Use LeadPost's filters to go beyond "all visitors" and reach the people most likely to convert.
Example audience
"Visited /pricing — 30+ seconds — within 50 miles — not an existing customer"
Example audience
"Visited /solutions — 2+ sessions — not in CRM as active opportunity"
Channel Playbooks
Tactical best practices for each channel — trigger timing, creative approach, and what actually drives results.
Direct Mail
Best for high-intent, high-ticket, local
Email Retargeting
Best for nurture, drip sequences, eComm
Social & Display
Best for brand recall, broad re-engagement
Canva Design Templates
Ready-to-use templates for each retargeting channel. Open in Canva, swap in your offer or messaging, and upload directly to LeadPost. No design experience needed.
Social Ad — 1200×1200
Square format. Works across Facebook, Instagram, and display placements.
Open in Canva ↗Social Ad — 960×1200
Portrait format. Optimized for Instagram feed and Facebook story placements.
Open in Canva ↗Display Ad — 1200×628
Landscape format. Facebook link ads and Google Display Network leaderboard.
Open in Canva ↗4×6 Postcard Template
Most common postcard size. Headline, offer, and QR code layout ready to customize.
6×9 Postcard Template
Higher impact size — more room for imagery, testimonials, or multi-offer layouts.
Single-Offer Email
600px. One focused offer with headline, body copy, and CTA. Best for first-touch retargeting.
Nurture / Drip Email
600px. Educational tone with soft CTA. For follow-up sequences after the first touch.
Two-CTA Email
600px. Primary + secondary CTA. Good for mid-funnel leads who need more than one path.
Agency Resources
Resources for agencies and white-label partners — from onboarding your first client to delivering monthly ROI reports. Agency Help Center: All agency guides ↗ White label settings ↗ Managing clients ↗ Reports & dashboards ↗
Agency Guide
Pitching LeadPost to Your Clients
Talking points, key stats, and objection responses — ready for a discovery call or proposal.
View guide →Agency Guide
How to Package LeadPost as a Retainer
Bundle visitor identification, enrichment, and retargeting into a monthly retainer with suggested pricing tiers.
View guide →Canva Template
Monthly ROI Report Template
Slide template for presenting campaign results — leads identified, retargeting performance, channel breakdown, and cost per result.
Open in Canva ↗New Client Launch Checklist
Step-by-step checklist for onboarding a new client — sub-account setup, pixel install, first campaign launch, and reporting.