How do I find out how a web design agency gets new client leads?

Request the client list with the date won, the first contact and the project value. Ask how the seller recorded the lead source and whether it was in the records or from memory. Compare it with the inquiry inbox and any lead form entries, which show the real first touch more reliably than recollection.

Sort the sources into groups: referrals from past clients, referral partners such as developers or consultants, search, social media, and the owner’s own outreach. Ask which of these the owner personally drives. If the owner is the main pitch, ask how new leads would fare under someone else. Read the proposals sent but not won, which show the quality of the pipeline.

Look at the website and its search presence, and ask who writes and updates the content. Ask about referral partners: what they receive, and whether they know a sale is possible. Speak with a few clients about how they found the agency. Finally, ask what the seller would do to bring in more leads with extra time. Check how quickly the agency answers new inquiries and who handles the first call. A strong source of leads can be wasted by slow follow-up, and a buyer can often fix that quickly.

Key takeaways

• Get every client won, with how each first found the agency.
• Separate leads that depend on the owner from those that do not.
• Check proposals that were not won to judge lead quality.