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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

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Flows/Agency client qualifier
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Questions in this template:

You can tweak any of these questions after installation.

  1. 01

    What type of project are you looking for help with?

    • Branding and Identity
    • Web Design or Development
    • Marketing and Growth
  2. 02

    Where are you starting from with your brand?

    • Starting From Scratch
    • Needs a Refresh
    • Complete Rebrand
  3. 03

    What is the scope of your web project?

    • Landing Page
    • Full Website
    • Custom Web Application
  4. 04

    What is your primary marketing goal?

    • Generate More Leads
    • Build Brand Awareness
    • Improve Conversion Rates
  5. 05

    When do you need this project completed?

    • Ready to Start Now
    • Within the Next Few Months
    • Just Exploring Options
  6. 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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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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B2B SaaS enterprise lead qualifier

Score leads on company size, budget, and urgency. Qualified leads are routed to product demos, trials, or enterprise contact. Unqualified leads receive educational resources.

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Want to build this in your account?

Start with the mapped flow, then keep only the questions, logic, and next steps that fit your campaign.

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