Agency Discovery Qualifier Blueprint
An intake system for agencies—qualify inbound leads with structured discovery fields, score for fit, and draft scope before moving to proposals. Delivered for Notion or Google Sheets.
Linked databases with Board, Table, and Calendar views. Duplicate to your workspace in one click.
Full preview available after purchase. Same data model, different interface.
Why this blueprint exists
Agencies need scope before proposals: Fields for scope draft, deliverables outline, and estimated hours—captured during intake, not after.
Multiple stakeholders per lead: Track decision maker, budget holder, and day-to-day contact on every intake record.
Approval checkpoints prevent waste: A Qualified status gate that requires fit score and scope draft before advancing to proposals.
Agencies lose money when unqualified leads make it to the proposal stage. By the time you've drafted scope, built a deck, and presented pricing—a bad-fit lead has cost you hours.
A generic intake form asks for name and 'what do you need.' Agencies need budget range, decision timeline, stakeholder map, and a preliminary scope outline—before investing in a proposal.
Qualification scoring is the other gap. Without a structured fit assessment, every lead feels equally worth pursuing. A simple scoring system lets you prioritize the right ones.
This blueprint forces the right information to be captured before a lead advances, so your proposal team only works on deals that have real potential.
What you get
Qualification Board
Lead → Qualified → Scope Draft → Proposal → Signed → Active → Closed.
Discovery Fields
Budget range, timeline, goals, current solutions, and decision process—structured for agencies.
Fit Scoring
Weighted score based on budget fit, timeline fit, and service alignment.
Scope Draft Capture
Fields for deliverables outline, estimated hours, and preliminary pricing during intake.
Stakeholder Map
Track decision maker, budget holder, and day-to-day contact per lead.
Approval Gate
Leads can't advance to Proposal without passing fit score and scope draft requirements.
Handoff to Sales
Clean transition from intake to your proposal pipeline with full context.
Source and Channel Tracking
Know which channels generate qualified leads, not just volume.
Inside the system
The exact tables, fields, and views you receive. Nothing hidden.
Qualification pipeline for agency leads
Views & reports included
How it works
Buy the blueprint.
Answer 2 questions (tool + workflow variant).
Copy instantly + run the 5-minute setup wizard.
FAQs
Yes. Notion free tier and standard Google Sheets.
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Agency Discovery Qualifier
Instant delivery · Notion + Google Sheets
Includes