The CA Thingy
How to Pre-Qualify Leads So You Only Work With Dream Clients
June 3, 2025
Stop taking every lead that comes your way. Use these filters, questions, and website forms to qualify prospects—and only onboard those who are serious, coachable, and long-term.
Why Pre-Qualifying Leads Is a Game Changer
- It saves your time and energy.
- It filters out low-intent clients who drain bandwidth.
- It builds authority and sets expectations early.
Signals of a Dream Client
- They ask thoughtful questions (not just about price).
- They have clear problems and are ready to act.
- They respect your time and expertise.
Tactics to Pre-Qualify Effectively
- Add filters on your website: Include a pre-consultation form that asks budget, urgency, and current challenges.
- Use landing pages tailored to services: This sets context so visitors self-select based on need.
- Say no more often: If someone doesn’t match your ICP (ideal client profile), guide them elsewhere.
Sample Pre-Qualification Questions
- What’s your average monthly revenue?
- Have you worked with a CA before?
- What tools or processes do you currently use?
- What’s your biggest accounting or compliance pain point today?
Bonus Tip: Add a “Minimum Engagement Starts At” Line
Mentioning a minimum fee on your website or inquiry form filters out budget shoppers instantly—without you needing to say a word.
You’re Not for Everyone. And That’s a Good Thing.
The best CA firms don’t serve everyone—they serve the right ones, deeply. Pre-qualification helps you protect your time, reduce friction, and grow with aligned clients.
→ Want help setting up smart filters and lead workflows?
Drop us a line at sales@thetechthingy.com