The offer
An opt-in offer matched to what each page group already promises its readers.
Resource checklist
Capture Plan
Your email capture strategy, built from your site
The capture plan turns your approved website audit into ranked, reviewable decisions: which offer to make, where it belongs, which format fits, and who it speaks to — before anything is built.
01 The gap
A strategy you guess is a strategy you redo
Most email capture strategy advice is generic: ten tips that fit every website and therefore fit yours poorly. Guessing which advice applies costs you rebuilt popups, rewritten offers, and months of a quiet list.
Strategy articles tell you what works on average, not on your pages.
Builders give you a blank canvas exactly when you need a decision.
Without a ranked plan, every capture idea competes for first place.
02 The input
It starts from your approved audit
The plan is not written from a template. It compiles from the website audit you reviewed and approved: your page groups, your audience, your opt-in opportunities, so every decision traces back to your own pages.
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Step 01 · Your approval
Approve the audit
The reviewed audit (pages, personas, and opportunities) becomes the plan’s source context.
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Step 02
The plan compiles
Opportunities become ranked plan items: an offer, a placement, a format, and an audience angle each.
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Step 03 · Your review
You review the plan
Adjust, reorder, or skip items before anything moves on to drafting.
03 The decisions
Four decisions, ready to review
Every plan item answers the questions that usually stall list growth, with the evidence coming from your audit, not from a best-practices post.
The placement
The page group where the offer has the strongest contextual fit, not everywhere at once.
Guide pages
The format
Popup Box, Slide-In, or Embedded Form, constrained by what actually suits the offer.
Slide-in
The audience angle
The persona the capture experience speaks to, drawn from your audit’s segmentation.
Busy evaluators
Each item also carries your brand personality summary, so drafts read as yours from the first word.
04 The board
Ranked, so you know what to build first
A sample capture plan: one ranked item per opportunity, each traceable to a page group from the audit.
01
Resource checklistReady to draft
Guide pagesSlide-inBusy evaluators
02
Comparison briefQueued
Pricing pagesEmbeddedComparing options
03
Topic-based updatesQueued
Blog indexEmbeddedTopic browsers
05 Control & limits
Adjust by conversation, approve by click
The plan recommends. You decide. Talk to the agent to reshape any item, and nothing moves to drafting, let alone live, without your explicit confirmation.
Built from your auditEvery plan item traces back to the audit you approved. No template guessing.
GroundedYour words
Adjust through conversationAsk the agent to swap an offer, move a placement, or change a format.
Your call
Explicit confirmationsAgent actions wait for your confirmation. Drafting starts when you say so.
Drafts, not launchesApproved items become draft assets for review. Nothing publishes on its own.
Off by default
06 The difference
A plan beats a pile of tips
Generic advice
Ten tips, zero decisions
Read the listicle, guess which tactic applies to your site, and start from a blank canvas anyway.
Read generic best practices
Guess what applies to you
Rebuild when it misses
vs
Capture plan
Decisions from your own pages
Ranked items compiled from your approved audit, each with an offer, placement, format, and audience angle ready to review.
Compiled from your audit
Ranked by opportunity
Reviewed before drafting
07 The handoff
From plan to drafted assets
Approve a plan item and the agent drafts the capture asset (a Popup Box, Slide-In, or Embedded Form in your brand direction) and holds it for review. The full workflow, from first scan to launch-ready, lives on its own page.
See the full workflow
Step 01 · Your approval
Approve a plan item
Pick the ranked item worth building first and confirm it.
Step 02
The asset is drafted
Copy and design are drafted in your brand direction, as a draft, not a launch.
Step 03 · Your review
Review before launch
Check the draft, request changes, and decide when anything goes live.
FAQ
Questions about the capture plan
What the plan is, where it comes from, and the controls you keep.
See how it startsWhat is a capture plan?
It’s your email capture strategy as a working artifact: a ranked list of plan items compiled from your approved website audit. Each item pairs an opt-in offer with a page group, a format, and an audience angle, so instead of starting from a blank canvas, you review concrete decisions and choose what to build first.
Is it a generic strategy template?
No. The plan compiles from the audit you reviewed and approved: your page groups, your audience segmentation, your opt-in opportunities. Every item traces back to specific pages on your site, which is the opposite of a one-size-fits-all checklist.
Can I change the plan?
Yes. You adjust the plan by talking to the agent: swap an offer, move a placement, change a format, or skip an item. Agent actions wait for your explicit confirmation, so the plan never changes or advances behind your back.
Does it create assets automatically?
Only after you approve, and only as drafts. An approved plan item becomes a drafted Popup Box, Slide-In, or Embedded Form held for your review. There is no automatic publishing, campaign launch, or A/B testing. You decide when anything goes live.
Do I need the website audit first?
Yes. The capture plan is compiled from your approved audit, and that’s what makes it specific to your site instead of generic. The audit reads your discoverable pages, you review and approve what it found, and the plan builds on that approved context.
Which formats can a plan item use?
Popup Boxes, Slide-Ins, and Embedded Forms. The format recommendation is constrained by what suits each offer: a checklist that works inline at the end of a guide is not forced into a popup just because popups are the default elsewhere.