---
title: "Agency project scoring and match Template | RightMessage"
description: "Score potential clients on budget, scope, and timeline. Qualified prospects are matched to a service tier. Unqualified prospects receive case studies and resources."
canonical: "https://rightmessage.com/templates/scored-qualifier-branching-agencies"
last-updated: 2026-08-27
---

# 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

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

Best for

Agencies with multiple service tiers and minimum budgets

## Explore the flow.

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

Flows/**Agency project scoring and match**

Drag to pan

## 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

## Related templates.

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

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

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