---
title: "Client project qualifier Template | RightMessage"
description: "Ask potential clients a few quick questions about their project. Route qualified prospects to a project request form and everyone else to your newsletter."
canonical: "https://rightmessage.com/templates/project-qualification-flow"
last-updated: 2025-05-27
---

# Client project qualifier

Ask potential clients a few quick questions about their project. Route qualified prospects to a project request form and everyone else to your newsletter.

Multiply your qualified pipeline

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

Best for

Freelancers and agencies qualifying inbound project requests

## Explore the flow.

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

Flows/**Client project qualifier**

Drag to pan

## Questions in this template:

You can tweak any of these questions after installation.

1. 01

   ### What is your current monthly marketing budget?

   - Under $5,000
   - Between $5,000 - $15,000
   - Between $15,000 - $30,000
   - Over $30,000

2. 02

   ### When are you looking to start working with a digital marketing partner?

   - Immediately
   - Within 1-3 months
   - Within 3-6 months
   - Just exploring options

3. 03

   ### Are you currently doing any digital marketing?

   - Yes
   - Haven't started
   - Currently paused

4. 04

   ### Are you doing this in-house or with another agency?

   - In House
   - Agency

5. 05

   ### What led you to pause your digital marketing activities?

   - Budget constraints
   - Unsatisfactory results
   - Lack of expertise/resources
   - Reassessing strategy

6. 06

   ### What's the main reason you haven't started digital marketing yet?

   - Unsure where to begin
   - Limited budget
   - Lack of expertise
   - Not sure of ROI value

7. 07

   ### What's your main goal for your digital marketing efforts?

   - Increase revenue and ROI
   - Improve online visibility
   - Generate quality leads
   - Optimize campaign performance

## Related templates.

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[View template](https://rightmessage.com/templates/course-launch-readiness-assessment)

### [Agency client qualifier](https://rightmessage.com/templates/progressive-qualifier-agencies)

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

### [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)

## 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)