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Agency Client Fit AssessmentClient fit score

Score a prospective client after your first call: the work, budget and terms, their expectations and how they work with you. You'll get a score for each area and a recommendation to take them on, set conditions first or decline.

How it works

  • 5 sections with questions
  • Answer each question to see your result
  • See your results at the end

About the Agency Client Fit Assessment template

For agency teams deciding whether to take on a new client after the first call. Scores work fit, budget and terms, expectations and the working relationship, then recommends taking them on, setting conditions first or declining.

Use this template free

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

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