Should I Take This Client Onboard?

Should I Take This Client Onboard?


This calculator compares your revenue per employee against industry benchmarks to assess whether your team is appropriately sized and productive.

Should I Take This Client? | Scale Suite

Should I Take This Client?

Score a prospect before you say yes

Financial Factors

How much will this client pay you per year?

For comparison — what does a typical client pay?

Fit & Risk Factors
Expected Hassle Level 5
Easy client High maintenance
Alignment with Ideal Client Profile 5
Poor fit Perfect fit
Payment Reliability 5
Will probably chase Will pay on time
Growth/Referral Potential 5
One-off, no network Will grow & refer
Scope Creep Risk 5
Clear boundaries Will ask for extras
Client Score
75/100

Score Breakdown

Revenue vs Average Good
Hassle Factor OK
Client Fit OK
Payment Reliability OK
Growth Potential OK
Scope Creep Risk OK

Recommendation

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Guidance on Utilising


Purpose:

This calculator scores potential clients across revenue, profitability, strategic fit, payment reliability, and hassle factors to give you a clear recommendation on whether to proceed. Rate the potential client across the key factors presented. The calculator weights these factors and provides an overall score with a recommendation to pursue, proceed with caution, or decline.

Tips for Ongoing Use:
Bookmark this page (Ctrl+D or Cmd+D) for quick access.
- Use consistently for all new opportunities
- Review past scores against actual experience
- Adjust your threshold based on current capacity
- Share with team to align on client selection criteria

Understanding Basics:
Not all revenue is good revenue. A high-revenue client with payment issues and high demands may be less profitable than a smaller, easier client. This calculator helps quantify that trade-off.

Benefits for SMEs:
- Avoid problematic clients before they become problems
- Make consistent client selection decisions
- Protect your team from difficult relationships
- Focus on clients who value your work

More Tools for Your Business: Finance & HR | Owner Toolkit

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