---
title: "Agency client qualifier Template | RightMessage"
description: "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."
canonical: "https://rightmessage.com/templates/progressive-qualifier-agencies"
last-updated: 2026-08-27
---

# 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

[Start with this template](https://app.rightmessage.com/register?nocc=true)[Browse all templates](https://rightmessage.com/templates)

Best for

Agencies tired of discovery calls with unqualified prospects

## Explore the flow.

Drag to pan, use the controls to zoom, or focus the canvas and navigate with the arrow keys.

Flows/**Agency client qualifier**

Drag to pan

## 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

## Related templates.

### [Agency project scoring and match](https://rightmessage.com/templates/scored-qualifier-branching-agencies)

[Score potential clients on budget, scope, and timeline. Qualified prospects are matched to a service tier. Unqualified prospects receive case studies and resources.](https://rightmessage.com/templates/scored-qualifier-branching-agencies)

[View template](https://rightmessage.com/templates/scored-qualifier-branching-agencies)

### [B2B SaaS enterprise lead qualifier](https://rightmessage.com/templates/scored-qualifier-branching-saas)

[Score leads on company size, budget, and urgency. Qualified leads are routed to product demos, trials, or enterprise contact. Unqualified leads receive educational resources.](https://rightmessage.com/templates/scored-qualifier-branching-saas)

[View template](https://rightmessage.com/templates/scored-qualifier-branching-saas)

### [Client project qualifier](https://rightmessage.com/templates/project-qualification-flow)

[Ask potential clients a few quick questions about their project. Route qualified prospects to a project request form and everyone else to your newsletter.](https://rightmessage.com/templates/project-qualification-flow)

[View template](https://rightmessage.com/templates/project-qualification-flow)

### [Consulting engagement qualifier](https://rightmessage.com/templates/progressive-qualifier-consultants)

[Qualify prospective consulting clients by business challenge, company revenue, engagement type, and decision timeline, then route qualified leads to a strategy call and others to self-service resources.](https://rightmessage.com/templates/progressive-qualifier-consultants)

[View template](https://rightmessage.com/templates/progressive-qualifier-consultants)

## 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.

[Start with this template](https://app.rightmessage.com/register?nocc=true)[Browse all templates](https://rightmessage.com/templates)