Agency project scoring and match
Score potential clients on budget, scope, and timeline. Qualified prospects are matched to a service tier. Unqualified prospects receive case studies and resources.
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Agency client qualifier
Qualify potential agency clients by project type, budget range, timeline, and decision-making authority, then route qualified prospects to a consultation and others to helpful resources.
Pre-qualify agency leads before the first call
Explore the flow.
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Questions in this template:
You can tweak any of these questions after installation.
- 01
What type of project are you looking for help with?
- Branding and Identity
- Web Design or Development
- Marketing and Growth
- 02
Where are you starting from with your brand?
- Starting From Scratch
- Needs a Refresh
- Complete Rebrand
- 03
What is the scope of your web project?
- Landing Page
- Full Website
- Custom Web Application
- 04
What is your primary marketing goal?
- Generate More Leads
- Build Brand Awareness
- Improve Conversion Rates
- 05
When do you need this project completed?
- Ready to Start Now
- Within the Next Few Months
- Just Exploring Options
- 06
What is your role in this decision?
- Researching for Someone Else
- Part of the Decision Team
- I Make the Final Call
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Start with the mapped flow, then keep only the questions, logic, and next steps that fit your campaign.