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Agency client qualifier

Pre-qualify agency leads before the first call

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.

Agency client qualifier
Best for

Agencies tired of discovery calls with unqualified prospects

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This template includes...
6 questions that you can use to segment your audience.
1 form that you can use to build your email list.
1 offer that you can use to promote products or services to your visitors.
2 conditions that you can use to show different content to different people.

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Day 5
Day 30

Deploy your segmentation survey

  • Use our AI to set up your first survey
  • Integrate RightMessage with your email platform
  • Start surveying all new subscribers

Review new audience insights

  • Get detailed stats about your audience
  • Use our Idea Well to come up with new growth ideas
  • Adjust your survey questions to get better results

Personalize your marketing

  • Personalize your key email campaigns using the data we've collected
  • Personalize the sales pages you're driving your email list to
  • Enjoy all the new revenue you're generating