Ask potential clients a few quick questions about their project. Route qualified prospects to a project request form and everyone else to your newsletter.
Freelancers and agencies qualifying inbound project requests
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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
Best for: Agencies tired of discovery calls with unqualified prospects
Diagnose process, client, and team maturity at a glance
A multi-dimensional maturity assessment that scores agencies across Process, Client, and Team maturity to identify their dominant strength area.
Best for: Agency growth consultants assessing operational maturity
Pre-qualify and tier-match every inbound lead
Score potential clients on budget, scope, and timeline. Qualified prospects are matched to a service tier. Unqualified prospects receive case studies and
Best for: Agencies with multiple service tiers and minimum budgets
Show agencies their exact scaling bottleneck
Evaluate agency readiness to scale across service productization, client acquisition, team capacity, process documentation, and profit margins with tiered
Best for: Agency consultants helping agency owners scale
Qualify coaching prospects while personalizing intake
Streamline client qualification for coaches while personalizing the intake experience based on prospect needs and budget.
Best for: Coaches who want to streamline client qualification
Help coaches see exactly where to focus next
Evaluate coaching business readiness across niche clarity, pricing confidence, client pipeline, systemization level, and scalability to deliver tiered growth
Best for: Business coaches who serve other coaches and consultants
