---
title: "Lead Generation Agency Pre-Qualification Playbook | FunnelFi"
url: https://funnelfi.ai/guides/lead-generation-agency-pre-qualification-playbook
description: "How performance agencies deliver client-guarantee-friendly leads by pre-qualifying every lead against the client's credit box and affordability rules before delivery."
lang: en
---

Agency Playbook

# Lead Generation Agency Pre-Qualification Playbook

Deliver leads your clients can actually close, and defend the invoice.

Schedule Demo: https://funnelfi.ai/schedule-call

See pricing: https://funnelfi.ai/pricing

- Bill on Qualified
  Client pays for financeable leads, not raw form fills.
- DNQ monetization
  DNQ files routed to secondary offers or resold.
- Renewal defensibility
  Every lead ships with a verdict + reason code.
- Chargebacks vanish
  The verdict is the audit trail.

## The Agency Delivery Model

| Attribute | Raw Lead Delivery | Pre-Qualified Delivery |
| --- | --- | --- |
| Client billing | Per lead delivered | Per Qualified lead |
| Client fund rate | 2–4% | 8–15% |
| Chargebacks | Common | Rare, verdict is defensible |
| DNQ revenue | Zero | Resold or fallback-monetized |
| Renewal rate | 40–55% | 70–85% |

## Agency Workflow

1. 01
   Client onboards + defines the box
   Credit floor, geography, industry, ticket, program-fit rules encoded.
2. 02
   Traffic runs + lead capture
   Ad channels drive leads to a co-branded intake form with consent captured.
3. 03
   Pre-qualification fires
   Soft-pull + intake data run against the client's box. Verdict + reason code stored.
4. 04
   Split delivery
   Qualified files go to the client CRM; DNQs go to a resell partner or a fallback offer (BNPL, credit repair, secured card).
5. 05
   Weekly reporting
   Client dashboard shows Qualified count, fund rate, and DNQ recovery revenue.

## Frequently Asked Questions

- Do I need permissible purpose to run pre-qualification on client leads?
  Yes. The intake form's consent language must cover the pre-qualification pull and downstream delivery to the client. This is standard and well-documented.
- Can I keep the DNQ revenue?
  Yes, most agencies contract for the primary Qualified delivery and retain rights to monetize DNQs via secondary offers or resale. Disclose it in the client MSA.
- What happens if the client's credit box changes?
  You update the box in the pre-qualification config. No code change, no re-training reps.

## See it on your pipeline

Schedule a 30-minute demo and we'll map the pre-qualification layer to your current stack.

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