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Agency Client Fit AssessmentClient fit score

Score a prospective client on strategic fit, budget, expectations, and collaboration style before saying yes.

How it works

  • 2 sections with questions
  • Answer each question with Yes or No
  • See your results at the end

About the Agency Client Fit Assessment template

Score a prospective client on strategic fit, budget, expectations, and collaboration style before saying yes.

Use this template free

No credit card required. Customize questions, scoring, and results after signup.