Agency Client Fit Check
Filter enquiries before they hit your calendar — 5 questions decide 'call today,' 'nurture,' or 'not a fit,' with a graceful next step for each.
Best for: Marketing, design, dev, and creative agencies pre-qualifying new-business enquiries.
Question 2 of 5
Roughly, what monthly budget do you want to invest?
The problem it solves
Half your discovery calls end with 'we'll get back to you' — because the prospect was never in your zone in the first place.
Built for lead-driven businesses that want qualified leads, not just email addresses.
A short intake funnel that replaces the raw contact form. Great-fit prospects go straight to a partner's calendar; the rest get an honest redirect they'll actually respect.
Every submission becomes a scored lead in your dashboard.
- Prospect name, company, and role.
- Fit score, band, and the full answer set.
- Suggested scoping-call agenda and matching case studies.
- Source tag: referral · content · LinkedIn · inbound form.
Questions that surface real signal.
- 1What outcome are you hiring an agency to deliver in the next 90 days?
- 2Roughly, what monthly budget do you want to invest?
- 3When would you like work to start?
- 4Who else needs to sign off on picking an agency?
- 5What's stopped you moving forward with an agency before?
Every prospect gets a scored, useful outcome.
Book a scoping call
Great fit on scope, budget, and timing — route straight to a partner's calendar with a pre-read pack.
Nurture and re-check
Right fit, wrong timing — 30-day nurture with two case studies and a re-score before the next quarter.
Refer out
Out of scope on budget, timing, or capability — send to a trusted partner, a productised offer, or a paid consult page.
A branded, personalized result — not another PDF.
Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.
- Score + result band with a clear one-line summary
- Recommended next steps tuned to the answers
- A booking CTA that goes straight to your calendar
Book a scoping call
In-market, budget above your minimum, and the decision-maker on the enquiry — worth a partner's hour this week.
Recommended next steps
- Route straight to a partner's calendar, skip SDR
- Send the scoping-call agenda 24h before
- Pull matching case studies into the pre-read
One link — share it everywhere it fits.
This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.
The 'Work with us' or 'New business' page CTA
The auto-reply to the info@ inbox
Referral partners' shared link
Speaker bio and podcast show notes
The end-of-case-study CTA on your site
LinkedIn DMs and post pinned comments
Questions about this template
Launch this assessment funnel today.
Customize the questions, wire it to your booking link, and start capturing scored leads.
This template scores fit against the criteria you set. It is not a guarantee of engagement value, close rate, or client retention.