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Mar 2025
14m 35s

Season 15 | Ep 177 | How to Qualify Lead...

Robert Patin
About this episode

Are you struggling to qualify leads quickly and efficiently, wasting time on unqualified prospects? Instead of immediately pitching services, the initial sales conversations should focus on evaluating the fit to save time and increase your chances of closing deals with the right clients. 

In this episode of The Agency Blueprint, we discuss strategies to qualify leads quickly and efficiently. We explain why asking the right questions, understanding a potential client’s needs, and knowing when to walk away from unqualified prospects can streamline your sales process and focus on the right opportunities. 

Don’t miss this episode to learn the value of preparing a script to guide the conversation while allowing flexibility for a more natural discussion. 

Key Questions: 


  • [00:33] How do you currently qualify leads in your agency, and how much time do you spend on unqualified prospects? 
  • [01:23] Are you more focused on pitching your services or evaluating whether the client is a good fit for your agency? 
  • [02:29] How quickly do you decide to walk away when you know a potential client is not a good fit? 
  • [05:40] How do you maintain a calm, neutral tone without over-selling or pushing for the sale? 


What You’ll Discover: 


  • [01:23] Why it’s important to stop pitching immediately and start with evaluating whether the client is a good fit. 
  • [03:23] Save your time and energy by understanding why some clients only need a quick piece of advice, not a full engagement. 
  • [05:40] Avoid being too pushy and maintain a calm, helpful attitude throughout sales calls. 
  • [07:20] How to quickly determine if a client is a good fit and set the right expectations by scheduling shorter initial meetings. 
  • [08:59] The benefits of having a script to guide your sales conversations while allowing room for genuine dialogue. 
  • [12:00] Red flags to watch out for during conversations, such as cost-driven inquiries and negative comments about past agencies.

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