FunnelFi
How-to

How to Reduce Cost Per Acquired Customer With Pre-Qualification

The denominator is the lever. Fix the funnel top and CAC follows.

  • Baseline first

    Know current CAC by channel before touching anything.

  • Cut the denominator

    Remove DNQs before rep time hits them.

  • Reallocate hours

    Saved capacity goes to Qualified follow-up.

  • Measure by cohort

    Compare treated vs control on funded date.

The CAC Math

CAC = total sales + marketing spend ÷ new customers. Pre-qualification doesn't move the numerator directly, it moves the denominator by increasing the fund rate on the same spend. If you spend $50k/mo and close 100 customers, CAC is $500. Same spend at 140 customers (from a 40% fund-rate lift on Qualified files) drops CAC to $357.

60-Day Playbook

  1. 01

    Week 1, Baseline CAC by channel

    Pull last 90 days of spend and funded customers by lead source. Rank by CAC.
  2. 02

    Week 2, Install pre-qual on top channel

    Wire the API at form submit. Store decision + reason code on the lead.
  3. 03

    Weeks 3–6, Route + measure

    Qualified files to reps; DNQs to nurture. Cohort-track by funded date.
  4. 04

    Weeks 7–8, Roll to remaining channels

    Once you have proof on one channel, standardize the layer across all sources.

Frequently Asked Questions

  • Typically $0.50–$3 per screened lead, or a percentage of the CAC savings depending on vendor pricing model.

  • No, the pre-qualification runs server-side after form submit. There's no additional friction for the consumer.

  • Yes, but you need documented permissible purpose. Re-consent is safest for cold, aged leads.

See it on your pipeline

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