RightMessage

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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Flows/Agency project scoring and match
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Questions in this template:

You can tweak any of these questions after installation.

  1. 01

    What is your budget for this project?

    • Under $5k
    • $5k-25k
    • $25k-100k
    • Over $100k
  2. 02

    How would you describe the project scope?

    • Single deliverable
    • Multi-phase project
    • Ongoing retainer
  3. 03

    How soon do you need this completed?

    • No rush
    • Within 3 months
    • ASAP
  4. 04

    What industry is your business in?

    • E-commerce
    • SaaS / Tech
    • Professional services
  5. 05

    What is the primary deliverable you need?

    • Brand and design
    • Web development
    • Marketing strategy
  6. 06

    How does your team make purchasing decisions?

    • Solo decision maker
    • Small committee
    • Board approval required

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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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