Know if this prospect is worth taking on before you send the proposal.

You have the number. Here's what it doesn't tell you yet.

The full Client Fit Toolkit

• Discovery Call Red-Flag Log — captures what you actually observed during the sales conversation, before the memory softens
• Cost of a Bad Fit Calculator — a live-formula workbook showing the real effective rate once bad-fit effort is accounted for, and your exact breakeven cushion
• The Response Script Library — scripts matched to your fit band: accept, accept with conditions, or decline
• Boundary Conditions Playbook — specific safeguards matched to whichever factor scored low
• Screening Pattern Tracker — the recurring log that sharpens your own screening judgment over time
• A complete worked example — a referred prospect screened, conditioned, and accepted, start to finish