Everything you need to know.

A structured Notion-based evaluation framework designed to help B2B service firms decide whether to accept or decline a client opportunity. It gives you 24 scored criteria across 5 weighted dimensions, auto-calculated results, suggested outcomes, and built-in documentation for every decision you make.

It is a decision-support tool — not a decision-maker. You make the call. The framework helps you make it consistently and document it defensibly.

Bid managers, sales ops managers, business development leads, PMO leads, and founders at B2B service firms — typically 20–150 employees in consulting, agency, or professional services. Anyone responsible for deciding whether to take on a client opportunity.

The framework is most useful when your firm does custom or complex work, you have real selectivity over which clients you take, and you want a repeatable process that the whole team can apply consistently.

No. The framework is a decision-support tool. It structures your evaluation and documents your reasoning — it does not predict outcomes or guarantee results. You remain solely responsible for all business decisions made using it.

The framework suggests one of three outcome bands based on your weighted score and any active risk flags:

Accept — The opportunity scores well across dimensions with no significant flags.

Accept with Conditions — The opportunity has potential but specific concerns need to be addressed before proceeding — a deposit, scope limits, or other protective measures.

Decline — Risk indicators are too high or critical dimensions score too low to recommend proceeding.

These are suggestions. You can override any of them — and when you do, the framework asks you to document your reasoning.

A Notion template link, sent to your email immediately after purchase. You duplicate it into your own Notion workspace with one click. No setup, no configuration — it works from day one.

Yes, you need a Notion account. Notion's free plan is sufficient for individual use. If you want to share the template with your team inside a shared workspace, a Notion Plus plan may be needed — that's a separate cost managed directly with Notion, not through verdicta.

Yes. The license covers a single organization. Once you've duplicated the template to your Notion workspace, you can share it with anyone on your team using Notion's built-in sharing. Notion's own plan and permission rules apply to who can view or edit.

Immediately. The template access link is sent to your email as soon as the purchase is confirmed. Check your spam folder if you don't see it within a few minutes. If you still don't receive it, contact support@useverdicta.com within 7 days of purchase.

30–45 minutes for a typical opportunity. First-time users may take longer while getting familiar with the criteria. Experienced users work through it in 30 minutes or less.

If an evaluation is taking significantly longer, you may be working with very limited information. Use N/A where appropriate and note what you're still waiting on — the framework is designed for timely judgment, not perfect data.

You should try to. The overall score and risk flags are only as reliable as the completeness of your input. That said, some criteria won't apply at every stage. Use N/A for criteria that are genuinely unscorable given what you know.

If 3 or more criteria are marked N/A, the evaluation is flagged as data-sparse — which is useful information, not a failure. It signals you may be evaluating too early or with too little information.

Yes. Overrides are fully permitted — including overrides of Decline suggestions. The framework never blocks a decision.

When you override, document your reasoning in the Override Documentation section. "The framework said no but we went ahead anyway" without explanation is not a defensible record. "The framework flagged payment risk, but we negotiated a 50% deposit and are comfortable with the remaining exposure" is.

Trust your instinct enough to document it. Override the suggestion toward Decline or Accept with Conditions and write down what the framework didn't capture. Your expertise may be detecting a pattern the criteria don't fully surface — that's legitimate and worth recording.

Flags are automatic alerts triggered by specific conditions — a Risk Factors criterion scoring 1 or 2, a dimension average falling below a threshold, three or more N/A criteria, or a viability-critical criterion scoring 1. They surface regardless of your overall score.

A low dimension score reflects in your overall weighted score and may push the suggested outcome toward Decline or Accept with Conditions — but it doesn't create an explicit named alert.

Flags are louder than scores. A high overall score with an active flag still warrants attention.

Review it periodically — every 90 days is a reasonable cadence. Look for patterns: which client types keep scoring low? Which flags keep triggering? Do your accepted clients actually turn out well? Do your declined clients, in hindsight, look correctly declined?

The archive is organizational memory. It's how the framework improves your firm's judgment over time, not just in individual evaluations.

In v1, each evaluation record is completed by a single evaluator. If you want a second opinion, the recommended approach is to complete the evaluation independently, then discuss areas of disagreement — and document the outcome of that discussion in the Decision Record.

$199 per year. Annual subscription, auto-renewing. You'll receive a renewal reminder from Lemon Squeezy approximately 7–8 days before your renewal date. You can cancel at any time before the renewal date — access continues until the end of the billing period.

All sales are final once the product access link has been delivered to your email. Because the framework is a digital product with instant delivery, we do not offer refunds after access has been granted.

Refunds are only considered in three specific circumstances:

Non-delivery due to technical failure — If our systems failed to send the access link and you did not receive access through any channel. You must contact support@useverdicta.com within 7 days of purchase. An unread email in your inbox or spam folder does not constitute non-delivery.

Duplicate or erroneous charge — If you were charged more than once for the same subscription period. Contact us within 14 days of the erroneous charge.

Billing system error — If a verifiable error by Lemon Squeezy's billing system caused an incorrect charge (wrong date or wrong amount).

To request a refund under any of these exceptions, email support@useverdicta.com with your order email, order number, and a description of the issue. We respond within 5 business days. Approved refunds are processed to your original payment method within 5–10 business days. See the full Refund Policy for complete terms.

Log into your customer portal via the link in any Lemon Squeezy email and cancel your subscription there. Alternatively, email support@useverdicta.com with your order email and order number — allow at least 48 hours before your renewal date when cancelling by email.

Renewal charges processed before cancellation are non-refundable.

Yes. Framework updates are included for the duration of your active subscription. When a new version is released, active subscribers receive access to the updated template.

Email support at support@useverdicta.com with a 48-hour response time on business days. Support covers questions about the framework structure and how to use it — not consulting on specific client decisions.

Not in v1. The framework is a standalone Notion template — no integrations, no API connections, no external dependencies. It works independently from day one without any configuration or setup beyond duplicating the template.

Email support@useverdicta.com. Include as much context as possible and we'll get back to you within 48 hours on business days.