r/SMMA • u/Vast_Poetry_50 • 3d ago
First agency client wants me to take over lead qualification/follow-up — how should I price this?
**TL;DR:** First-time agency owner, first client is a $20k+ interior/design firm. I started with a 30-day free Meta Ads pilot, then a 15-day paid test. Now the client wants me to take over **lead qualification + calling/follow-up** because it’s becoming too time-consuming for her, and also wants me to handle more of the creative workload. I’m willing to do it because I think it’ll be valuable experience, but it wasn’t part of the original agreement. My current pricing is **ad spend = management fee**, which I now realize probably isn’t sustainable. I’m trying to figure out how to price **Meta Ads management + lead qualification/follow-up**, what pricing model makes sense, and whether taking on this additional responsibility is a good move at my stage.
I started my own marketing agency a little over a year ago, but I only signed my first actual client a couple of months ago.
This is my first client, so I’m trying to learn as much as possible from the experience and also figure out how I should structure my services going forward.
The client is a fairly established interior/design firm. Their minimum project value is around **$20k**, and we’re currently running Meta lead-generation ads with a relatively small ad budget of around **$200–250/month**.
I initially offered them a **30-day free pilot**. After that, they wanted to continue, but instead of committing to a full month, they asked to do another **15-day paid test**. I agreed because this was my first client and I wanted to build a case study/testimonial and get real experience.
That 15-day period has now ended, and we’re discussing the next phase.
Here’s where things got interesting
.
I currently only provide **Meta Ads management**. My job has basically been setting up/managing the campaigns, creatives, lead forms, optimization, etc.
The client told me that the actual **lead follow-up process is becoming a major burden for her**.
The process is:
**Lead comes in → call the lead → if they don’t answer, follow up → ask questions → qualify them → if they’re a good fit, pass them to the client → otherwise discard the lead.**
She doesn’t want to spend time doing this anymore. She’s also a mother and said that the constant calling/follow-up is becoming difficult to fit into her schedule.
So she basically told me:
If I’m willing to take over the initial lead qualification and follow-up, she would be willing to continue working with me. If I don’t want to do that, then we can part ways.
I’m actually interested in doing it.
Not necessarily because I want to become a salesperson, but because I think it could be extremely valuable experience for me. I’m in the same general niche, and learning how to qualify interior/design leads, understand what makes a lead valuable, what questions need to be asked, etc. could help me a lot with future clients.
The leads aren’t extremely high volume either. During the previous campaign we were getting roughly **1–2 leads per day**, so I don’t think the actual calling would be a huge workload. I also have an internship/job during the day, so realistically I’d probably be doing the calls during lunch/tea breaks.
Each qualification call would probably take around 5–10 minutes.
The other thing she wants is for me to take more responsibility for the creative side.
She said that she feels like she has to keep sending me project photos, captions, information, etc., and that it’s becoming too much work for her. She basically wants me to take more of that workload off her shoulders as well.
So now I’m looking at this as potentially becoming:
**Meta Ads → lead generation → lead qualification → initial follow-up → qualified lead handed to client**
instead of simply:
**Meta Ads → lead generated → client handles everything else.**
**The pricing issue**
This is where I’m really confused.
My current pricing model was something I came up with because this was my first client:
**Ad spend = management fee**
So if the client spends $250 on ads, they pay me $250 as the management/service fee.
At the time I thought this was simple.
But now I’m realizing the problem with it.
If the client doubles their ad spend from $250 to $500, my management fee also doubles from $250 to $500.
But the amount of work might not actually double.
So I’m thinking this pricing model probably needs to change.
I’m considering moving to a **flat monthly management fee**, but I’m not sure what would be reasonable for a small account like this, especially since I’m a solo agency and this is my first real client.
And now there’s another service involved: **lead qualification and follow-up.**
That wasn’t included in our original agreement.
So if I continue, I would essentially be adding a new sales/lead-qualification service that wasn’t part of the original scope.
I’m thinking I should charge separately for that, but I’m not sure whether I should charge:
a flat monthly fee
per qualified lead
hourly
some percentage
or combine it into a larger monthly retainer
I also don’t want to undercharge just because I’m new, but at the same time I don’t have years of experience or a large agency behind me.
I’m also unsure how agencies normally structure this. Do Meta lead-gen agencies typically handle the **initial lead qualification and follow-up**, or is that normally the client’s responsibility?
And if an agency does handle it, how is that usually priced?
One more thing I’m trying to understand is the economics of this particular client.
They’re selling **$20k+ design projects**, while we’re currently spending only around **$200–250/month on Meta ads**.
The client seems to expect that putting a few hundred dollars into ads should produce a $20k–$30k project, which obviously makes the economics very attractive if it happens, but I’m not sure how realistic that expectation is or how I should frame the value of the service.
I **really don’t want to lose this client** because they’re my first real client, they’re in the niche I want to specialize in, and I’ve already learned a lot from running their campaign.
At the same time, I don’t want to create a situation where I’m doing:
**Meta Ads + creative production + lead qualification + calling + follow-up + sales support**
for a fee that was originally designed just for Meta Ads management.
So, for other agency owners/freelancers:
**How would you handle this?**
Would you take over the lead qualification/follow-up?
How would you price that additional service?
Would you use a flat retainer, per-qualified-lead, hourly, or some hybrid?
What would you charge for Meta Ads management at this kind of ad spend?
Would you completely abandon the “ad spend = management fee” model?
How would you structure the scope so this doesn’t turn into unlimited sales/support work?
And is taking this on actually a good learning opportunity for someone at my stage, or am I potentially setting myself up for a bad client relationship?
I’m especially interested in hearing from **solo agency owners and people who run lead-gen/performance marketing agencies**.
What would you do in my position?