Vet agency leads for budget fit automatically
Agencies bleed revenue when senior talent spends time vetting low-quality leads. Intakly automates the qualification layer, ensuring your team only speaks with prospects who have the budget, timeline, and need for your services.
What is Agency Lead Vetting?
Agency lead vetting is the systematic process of filtering potential clients against your agency's ideal customer profile (ICP). It goes beyond basic contact info to validate budget alignment, project feasibility, and decision-making authority.
Pain points
- Pitching to clients who can't afford your minimum engagement level
- Sales team burnout from chasing 'ghost' leads and tire kickers
- Wasting creative energy on RFPs that were never a good fit
How Intakly helps
- Budget validation before the first call takes place
- Automatic filtering of leads outside your service scope
- Protect your team's time for high-value closing activities
Who this is for
- Digital Agencies
- Dev Shops
- Marketing Firms
FAQ
- How is this different from our intake form? Your intake form collects project details. This qualification page focuses on the *financial fit*—specifically filtering out leads that don't match your agency's minimums.
- Will this scare away potential clients? Only the ones who aren't serious. Good clients appreciate a professional process that respects their time and yours by determining fit early.
- Can we filter by specific technology or services? Yes. You can set qualification rules based on specific needs (e.g., 'Must need Shopify Plus') to ensure leads match your agency's specialization.