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.
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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.
Pre-qualify and tier-match every inbound lead
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Questions in this template:
You can tweak any of these questions after installation.
- 01
What is your budget for this project?
- Under $5k
- $5k-25k
- $25k-100k
- Over $100k
- 02
How would you describe the project scope?
- Single deliverable
- Multi-phase project
- Ongoing retainer
- 03
How soon do you need this completed?
- No rush
- Within 3 months
- ASAP
- 04
What industry is your business in?
- E-commerce
- SaaS / Tech
- Professional services
- 05
What is the primary deliverable you need?
- Brand and design
- Web development
- Marketing strategy
- 06
How does your team make purchasing decisions?
- Solo decision maker
- Small committee
- Board approval required
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