Welcome to the
Client Fit Workbook
Discover Your Perfect Clients with the Client Fit Workbook
Discover Your Perfect Clients with the Client Fit Workbook
Tired of working with clients who drain your time, energy, and patience?
Wish you had a way to spot the right clients—the ones who truly align with your business values and goals—before you sign the dotted line?
The Client Fit Workbook is your secret weapon.
It’s not just a scorecard. It’s a strategic tool designed to help you:
✔️ Identify red flags early (before they become costly headaches)
✔️ Spot high-value clients who energize your work and respect your expertise
✔️ Save time by focusing on relationships that lead to real growth—not just revenue
You’ll gain clarity, confidence, and control over who you work with, ensuring every client partnership is a win-win.
This isn’t about guessing. It’s about knowing—who’s a fit, who’s not, and where to invest your time and talent for the biggest impact.
What’s Inside the Workbook?
Here’s a sneak peek:
The Client Compass
A structured set of discovery questions to guide your conversations with potential clients. These aren’t just surface-level questions—they’re designed to uncover what truly matters in a client relationship, from goals to expectations to hidden red flags.
The Fit Factor Assessment
After your client conversation, you’ll plug their responses into this Client Fit Quiz. It’s a scoring system that helps you objectively evaluate how well they align with your business goals, values, and working style. No more guesswork—just clear, data-backed insights.
Post-Interview Insights
Reflection prompts to help you process the client’s answers beyond the score. Because sometimes, it’s not just about numbers—it’s about intuition, alignment, and gut checks.
Pro Tips for Evaluation
Actionable advice to stay objective and avoid falling into the “just-say-yes” trap. This section helps you stay true to your boundaries and long-term vision, ensuring you only work with clients who truly fit.
This isn’t just a workbook. It’s your new client-filtering system—smart, simple, and designed to protect your time, energy, and sanity.
What This Workbook Does
Simplifies your client onboarding process.
Helps you spot red flags early.
Clarifies your ideal client profile without guesswork.
Streamlines decision-making so you can focus on high-impact opportunities.
What This Workbook Is NOT
It’s not a magic wand to make every client perfect, but it is a powerful compass to steer your business toward relationships that matter.
Interactive Teaser
Sample Questions You’ll Explore:
What is your primary goal for engaging our services?
What is the biggest challenge you’re currently facing?
What does success look like for you?
Why Buy the
Client Fit Workbook?
Because clarity isn’t optional—it’s essential. This tool will help you approach every potential client with confidence, ensuring your time and energy go toward relationships that bring mutual success.
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Ready to Transform Your
Client Relationships?
Click above to get your workbook and take the first step in aligning your business with the right clients—strategically, purposefully,
and with clarity.