Project Fit Assessment
A short scorecard that weighs an incoming project against the work you actually want. It looks at scope, budget realism and how ready the client is to start, then gives them a fit score and gives you a fast, fair way to triage enquiries.
What the questions look like
Real questions from the template, shown in full. You can edit every one of them.
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How clearly can you describe what you need done?Down to the detailThe broad shape of itStill working it outNot really yet
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What sort of budget have you set aside?A firm, approved figureA rough rangeNot sure what this should costNo budget yet
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When do you want the work to start?As soon as possibleWithin a couple of monthsLater this yearJust exploring
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Have you worked with an outside team on this kind of thing before?Yes, oftenOnce or twiceFirst timeNo, and unsure how it works
An example result
Answers are weighted across three areas: how well defined the project is, how realistic the budget is, and how ready the client is to begin. The headline fit score sorts enquiries, and the category scores show whether a promising lead is held back by scope, money or timing.
Well defined and funded, but the start date is soft. Send your process overview, hold a provisional slot, and agree a date to confirm rather than chasing now.
| Ideal fit (80-100) | Clear scope, real budget, ready to go. Prioritise the call. |
| Strong fit (60-79) | Good project with one soft spot. Nurture toward a start date. |
| Possible fit (35-59) | Interesting but early or underfunded. Educate and revisit. |
| Not a fit (0-34) | Outside your scope or budget. Decline warmly and point elsewhere. |
Who it is for
For consultants, studios and service teams who get more enquiries than they can take. Put it on your contact page so every enquiry arrives pre-sorted and your calls are with the projects worth having.
Related templates
Budget & Timeline Qualifier
A two-minute quiz that surfaces budget and timing early, so nobody wastes a call finding out there is neither.
Lead-Ready Scorecard
Let a prospect score their own readiness to buy, so your team spends time on the leads that are actually ready to talk.
Sales-Readiness Scorecard
Help a prospect see how ready they really are to solve their problem, and warm them up in the process.
Questions about this template
Will it put off good leads?
No. Good-fit leads see an encouraging result and a clear next step. It simply spares everyone the mismatched calls.
Can I set what counts as a fit?
Yes. Adjust the weighting and thresholds so the definition of an ideal project matches the work you want to win.
Where do the enquiries go?
Each response is captured with its fit score attached, ready to push into your CRM or inbox through webhooks or Zapier.