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
01
Week 1 — Baseline CAC by channel
Pull last 90 days of spend and funded customers by lead source. Rank by CAC.
02
Week 2 — Install pre-qual on top channel
Wire the API at form submit. Store decision + reason code on the lead.
03
Weeks 3–6 — Route + measure
Qualified files to reps; DNQs to nurture. Cohort-track by funded date.
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.