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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B2B SaaS enterprise lead qualifier
Score leads on company size, budget, and urgency. Qualified leads are routed to product demos, trials, or enterprise contact. Unqualified leads receive educational resources.
Route leads to demos, trials, or resources by score
Explore the flow.
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Questions in this template:
You can tweak any of these questions after installation.
- 01
How large is your company?
- 1-10 employees
- 11-50 employees
- 51-200 employees
- 200+ employees
- 02
What is your monthly software budget for this category?
- Under $500/mo
- $500-2,000/mo
- Over $2,000/mo
- 03
Where are you in the buying process?
- Just researching
- Evaluating options
- Ready to buy
- 04
What is your primary use case?
- Lead generation
- Customer onboarding
- Churn reduction
- 05
What CRM or sales platform do you use?
- HubSpot
- Salesforce
- Other CRM
- 06
What is your role in the buying decision?
- End user
- Manager
- VP or C-level
Related templates.
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.