24 evaluation criteria. 5 weighted dimensions. Clear decision documentation. Designed for B2B service firms that need a repeatable, defensible process.
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The Problem
Accepting the wrong client is rarely a single dramatic mistake. It's a slow accumulation of red flags that were visible — and ignored.
Each opportunity gets evaluated differently — by different people, with different criteria, under different pressure. What was the basis for the last three clients you accepted?
Experienced professionals have intuition. But intuition without structure is hard to defend, hard to share, and hard to improve on.
"We need the revenue" is one of the most expensive sentences in professional services. It ends conversations that should have continued.
Six months later, nobody remembers what the thinking was. The red flags that were visible at the start aren't in any document. The same patterns repeat.
"We knew this one was going to be difficult. We just didn't have a way to put a number on it — or the cover to say no."
— A common reflection among bid managers after a difficult client engagementThe Solution
The Client Acceptance Decision Engine is a Notion-based evaluation framework designed to bring consistency, structure, and documentation to your client acceptance process.
Every evaluation covers what actually predicts client success or failure — not arbitrary checklists. Each criterion has scoring guidance built in.
Each dimension carries a defined weight. The framework calculates your overall score automatically, surfacing risk flags and suggesting an outcome band.
Every evaluation ends with a documented decision, rationale, and conditions. You always know why you decided — and can reference it later.
An archive section lets you track decisions and review patterns. Over time, this builds organizational intelligence about which opportunities succeed.
How It Works
Four steps designed to fit into your existing workflow without adding overhead.
Work through each criterion across 5 dimensions using the built-in 1–5 scoring guide. No ambiguity — each score has clear guidance.
The framework calculates your weighted score automatically and surfaces risk flags for criteria that fall below threshold.
Record your outcome (accept / accept with conditions / decline), your reasoning, and any conditions required. Create a clear, defensible record.
Archive completed evaluations. As you accumulate records, patterns emerge — which client types succeed, which don't, and how to sharpen your evaluation criteria.
What's Included
A complete, self-contained framework. No setup, no configuration, no ongoing vendor dependency.
Capture the opportunity details, evaluator, date, and context before scoring begins. Keeps every evaluation organized and traceable.
Built-in reference material explaining each criterion and what scores of 1–5 mean. Reduces subjectivity and supports consistent team evaluations.
The core evaluation: 24 criteria across 5 weighted dimensions. Each scored 1–5 with built-in guidance. Weighted result is calculated automatically.
Auto-calculated overall score, suggested outcome band (Accept / Accept with Conditions / Decline), and highlighted risk flags for critical issues.
Document your final decision, the reasoning behind it, any conditions attached, and any override of the suggested outcome. Creates an audit trail for every evaluation.
A structured archive of past evaluations with space to record actual outcomes. Review patterns over time. Build organizational memory beyond individual experience.
Who It's For
verdicta is designed for experienced operators in B2B service firms — people who already think carefully about client decisions and want a structured, repeatable process to support that thinking.
Why verdicta
The framework is designed to complement professional judgment — not replace it. You make the call. verdicta helps make it defensible.
The 24 criteria and 5-dimension structure reflect patterns from professional services client outcomes — not arbitrary categories.
Delivered as a complete Notion template. Duplicate it to your workspace and start your first evaluation the same day.
Language and structure built for B2B service environments — not generic decision templates adapted from other contexts.
Standalone framework. No integration required. No implementation support needed. Works from day one, independently.
What this is
Unclear scope. Wrong decision authority. Payment risk caught too late. Scope creep that started in week two. Every criterion in the framework exists because a firm somewhere lost money on the version that wasn't checked.
This is not a toolkit. It is a decision record.
Pricing
One evaluation avoided often recovers the annual cost many times over. Priced below typical approval thresholds so you can start today.
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Get Started
A complete framework, ready to use today. One evaluation that goes wrong often costs far more than $199.
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