How to Save Thousands by Screening Fake Leads Before They Ever Hit Your CRM
I get a ton of questions about SEO, paid ads, and how to keep ad spend from turning into a bonfire of wasted dollars. One of the most common is this:
“What safeguards or screening methods do you use to filter out scam leads?”
Let’s be real—bad leads don’t just waste money. They waste time, erode team morale, and muddy your data. And if you’re running high-ticket funnels or performance marketing campaigns, one fake form fill can cost hundreds. So, today I’m sharing exactly how I filter out the junk using a three-part system that works every single time.
Ever Wonder How Businesses Avoid Wasting Thousands on Scam Leads?
It starts with three smart filters—and no, it’s not just CAPTCHA.
Proof: This Works—and Here’s the Data
Let me give you two real-world examples from companies we work with at AOK Marketing. These aren’t theoretical—they’re operationally profitable campaigns in competitive industries.
Case Study #1: PacketLabs – Cybersecurity with a $57K Deal Size
When PacketLabs approached us, they were attracting clicks, but not necessarily qualified ones. Given their average deal size of $57,000, every unqualified lead came at a steep cost. We implemented a structured campaign with:
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Targeted PPC filtering
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Tight landing page forms
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Bot protection and lead scoring
The results? A CPA of $5,500—on a five-figure service—and 10x ROI through qualified, engaged leads who didn’t waste anyone’s time.
Case Study #2: DND Finance – Credit Cards in a Regulated Market
DND Finance launched a new financial product in the UK, where regulation and compliance make customer screening critical. We used:
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Geo-targeted ad segmentation
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Custom landing page copy by audience type
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Routine A/B testing of submission formats
They hit a $1.60 cost-per-application on a $5 CPA target, and that wasn’t just luck—it was rigorous lead filtration working exactly as planned.
Promise: You Can Do This Too
Here’s the good news—you don’t need a million-dollar tech stack or a 20-person dev team. You just need a layered approach to filter out the noise.
And this works whether you’re selling SaaS, launching an eCommerce product, or trying to drive high-quality B2B leads. What matters isn’t just the traffic—but how well you filter that traffic before it ever touches your CRM.
Plan: 3 Simple (but Essential) Ways to Filter Out Scam Leads
1. Start at the Gate: CAPTCHA and Bot Filters
This is your first line of defense, and if you’re not using it, you’re inviting in trouble.
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Google reCAPTCHA is an excellent place to start.
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Add time-on-site metrics or scroll tracking to detect fake users.
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Use JavaScript form validation to block automated entries.
This won’t catch everything, but it dramatically reduces your exposure to bots and automated scripts.
2. Review the Submission: Gut Check + CRM Rules
Once a form is filled out, run the contact info through some human logic:
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Is the name a string of gibberish?
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Is there an international phone number on a local campaign?
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Is the email a disposable address like @mailinator or @tempmail?
If so, your CRM (or even a Google Sheet) should flag that lead for manual review. Set rules in your automation platform to send these to a different bucket—or just discard them entirely. Your sales team will thank you.
3. Use Trusted Payment Processors and Ad Platforms
This part is often overlooked, but crucial: let the big platforms do some of the screening for you.
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Stripe, PayPal, and Shopify Payments have built-in fraud detection systems that catch shady activity before you even see it.
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Google Ads and Meta (Facebook) offer fraud filters—use them!
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Set location exclusions
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Block repeat offenders via IP addresses
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Regularly review your click report for anomalies
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When you combine tech + manual review + platform protection, you’re building a near-impenetrable wall around your sales funnel.
What Happens If You Don’t?
Ask any performance marketer: bad leads are worse than no leads.
They:
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Inflate your pipeline with junk
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Waste SDR and sales time
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Corrupt your performance data
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Increase your CPA without any ROI
But when you have the right filters in place, every lead that comes in feels legit, informed, and ready to buy. That’s not just better marketing—that’s smarter business.
Now imagine what happens when your ad spend drops, your conversion rates climb, and your team only talks to real buyers. That’s not a fantasy—it’s just what happens when you filter out the noise.
The Takeaway: Filter First, Profit Later
Here’s a quick recap using the Proof–Promise–Plan framework:
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Proof: Companies like PacketLabs and DND Finance use layered filters to block fraud and scale with clean data and real results.
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Promise: You can do this too—without bloated software or expensive tools.
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Plan: Start with CAPTCHA. Review submissions with smart rules. Lean on reputable payment processors and ad platforms.
It’s not sexy, but it’s scalable—and it just works.
About The Author
Dave Burnett
I help people make more money online.
Over the years I’ve had lots of fun working with thousands of brands and helping them distribute millions of promotional products and implement multinational rewards and incentive programs.
Now I’m helping great marketers turn their products and services into sustainable online businesses.
How can I help you?