Lead qualification
- Price
- from $2,000
- Timeline
- 2–3 weeks
- Experience
- 100+ projects · 10+ years · 9+ countries
Forms and pages that filter out poor-fit leads before your sales team picks up the phone
More leads isn’t always better: your sales team spends time on people who don’t fit the budget, timeline or task. Qualification moves that filter onto the website.
We build forms with questions and branching logic that route leads: good fits go straight to sales and the calendar, the rest go to a separate pipeline.
What we do
- Good-lead criteria defined together with sales
- Multi-step forms with branching logic
- Booking only for qualified leads
- Answers passed into the CRM with automated workflows
- Lead quality compared before and after
Plenty of leads, few deals
Reps spend half the day calling people we can't help
We go through recent leads with sales and note why each poor fit was turned down. Those reasons become the questions in the form.
A long form scares off the good clients too
Questions are split into steps, and the next one appears only after an answer. Easy ones come first, contact details last, once people have invested in answering.
A good-fit lead comes in at night and cools off by morning
When answers match your criteria, the rep's calendar opens right after the form. The meeting lands in the CRM with the answers, so no follow-up call to clarify.
Reps go into a call knowing nothing about the client
Form answers go into separate deal fields, not one blob in the comments. The rep opens the record and sees the task, timeline and source before saying a word.
Sales blames marketing for bad leads, marketing blames sales
We agree on shared criteria for a qualified lead and report on them by channel. The argument moves from gut feeling to numbers both teams can see.
Who needs qualification on the site
A good fit if
- Reps lose a noticeable chunk of their day to leads that end in a no
- You sell a high-ticket product or service with clear budget and scope limits
- You sell through meetings and want prospects to show up prepared
Not a fit if
- Leads are scarce and every one counts — filtering would hurt; build volume with landing pages and ads first
- The product is low-cost and bought on the spot — a short checkout matters more, so we set up payments
Fewer dead-end calls
Questions, not interrogation
We ask only what affects the decision, worded so good-fit prospects don’t abandon the form.Hot leads book right away
Qualified prospects pick a call time while they’re still interested — before they move on to a competitor.Nobody gets lost
Poor-fit leads get a useful reply and stay in your database — some become clients later.
Express website audit
We review your site and within 3 business days send a PDF with up to 10 specific growth points, sorted by priority.
- Load speed and the mobile experience
- Structure, copy and the path to a lead
- Technical SEO and search visibility
- Forms, analytics and conversion tracking
For live websites only. No strings attached: you can make the fixes in-house.
How we work
- 01
Qualified lead profile
2–3 daysWe review recent leads with your sales team and pin down the signs that tell a rep a lead is a real fit.
You get Qualification criteria and the question list for the form - 02
Form logic
2–3 daysWe turn the criteria into a short quiz or multi-step form that doesn't scare off good prospects.
You get A form prototype with branching logic - 03
Design and build
3–5 daysWe design and build the form on the page, with different answers leading to different thank-you screens.
You get A working form on a staging URL - 04
CRM scoring
2–3 daysWe push answers to the CRM, score each lead and route it to the right rep.
You get Leads arrive in the CRM with a score and segment tags - 05
Launch and calibration
1 dayWe publish the form and later compare scores with how sales calls went. A 3-month bug warranty applies.
You get Live qualification plus a short guide for your sales team
What we need from your sales team
- An export of recent leads with how each one ended
- A sales lead who can say why you turn clients down
- CRM access and reps' calendars for booking meetings
- Your current site forms and where submissions go today
A free lead-flow walkthrough
In 30 minutes we trace a lead from the form to the rep's first call. Afterwards we propose criteria, a question flow and a timeline estimate.
Sales calls eaten
by poor-fit leads?
We’ll agree on good-lead criteria with your sales team and build forms that send good fits to the calendar and the rest to a separate pipeline.
Total volume may drop, but the share worth talking to grows. We measure sales, not form submissions.
From $2,000. The total depends on how many questions and branches the form has, the routing rules between reps and where poor-fit leads go: a newsletter, a separate pipeline or a simpler offer. We send an estimate after a call with whoever runs sales.
The ones your sales team already uses to disqualify: budget, timeline, role, task. We word them so they don’t scare people off.
They get a useful response — resources, a newsletter or a simpler offer — and stay in your database.
Yes: the form can go on your current landing page or on a dedicated page for ads.