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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.