Free tools / Should I take this client?
Should I take this client?
Ten yes-or-no questions about how the client has behaved so far. Answer from what you've actually seen.
Read the guide: How to Decide Whether to Take a Client: 10 Signals
Frequently asked questions
How is this different from the full checklist?
Same ten signals, same thresholds — this version tallies your yes/no answers and computes the verdict for you instead of you scoring it by hand. Read the full explanation behind each signal on the blog post if you want the reasoning, not just the result.
What counts as a red signal?
A "No" answer to any of the ten questions. Zero to two red signals: Take — every client has some friction. Three or four: Proceed carefully, with a deposit and a tighter written scope. Five or more, or no budget number plus no access to the decision-maker: High risk.
Can I use this before a discovery call?
About half the questions, yes — brief clarity, outcome-vs-task framing, whether a number was named, how the previous freelancer's ending is described. The rest (does pushback get a reaction, do they anchor on rate before seeing your quote) need one exchange or call.
Is this the same as the four risk vectors on the Pre-Sales OS site?
Related but not identical. The four risk vectors — scope clarity, budget alignment, timeline pressure, stakeholder position — are scoring dimensions for a deeper written analysis. This quiz is the fast, binary version, mapped onto the same underlying vectors.
Is my email or my answers stored anywhere?
The verdict shows without an email. If you choose to email yourself a copy, your email and the result also go to our team in a one-time notification so we can follow up, and your answers aren't stored or added to any list beyond that.