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Agency Playbook

Lead Generation Agency Pre-Qualification Playbook

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

  • 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

Old model vs pre-qualified 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

  • 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.

  • 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.

  • 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.