Should I Take This Client? – Quick & Smart Vetting

Tired of red flag clients? 🚩 Meet your new decision-making sidekick: the Notion Client Vetting System. Assign scores to red & green flags, factor in your gut feeling, and get a clear yes/no—no more overthinking, no more regrets. Freelancing is already a gamble—play smarter.
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For those who refuse to ignore red flags (or overthink green ones).

Instant Download | Fully Customizable | One-Time Purchase

Freelancing is Already a Gamble—Let’s Play the Odds Smarter.

Some clients are a dream. Others? 🚩🚩🚩. But in the moment, when you’re staring at a promising email (or a vague, lowball offer), it’s easy to second-guess yourself into a terrible decision.

That’s where this Notion-powered client vetting system comes in. It takes the guesswork out of “should I take this client?” by breaking down every factor into hard numbers—so you can trust your gut without getting lost in the details.

⚡How It Works

This template assigns numerical values to red flags (🚩) and green flags (✅), tallies them up, factors in your gut feeling, and spits out a final Client Viability Score™ (yes, we made that up).

🔎 Key Features:

  • ✅ Pre-loaded with 26 common red & green flags – completely editable

  • 🫀 Pre-loaded with self-reflective questions to guide your intuition score.

  • ⚖️ Customizable importance scale – weigh deal breakers vs. minor annoyances

  • 🤖 Built-in formula does the math for you – because your brain has better things to do

  • 🤯 Neurodivergent friendly – decision fatigue, be gone

  • 💡 Super fast to use – because time spent on bad clients is money lost

Who's This For?

  • Freelancers tired of working with nightmare clients

  • Creatives who struggle with overthinking (yes, that means you, fellow neurodivergents)

  • Designers, writers, consultants—anyone who gets paid for their work and wants to keep it that way

  • People who love letting a spreadsheet confirm their gut feeling

Warning: This Template May Offend Bad Clients.

Using this might make you realize just how many clients aren’t worth it. That’s a feature, not a bug. You’re here to run a business, not a charity. If you’ve ever said, “Ugh, I should’ve seen this coming,” this is for you.

Licensing & Terms

  • ✔️ Personal use only – One purchase = one user

  • 🚫 No reselling, redistributing, or sharing – Don’t be that person. Each user needs their own license.

  • 💾 Lifetime access & updates – Because improvement is a lifestyle

About ODT

ODT is where the curious meet the courageous. Together, we build brands that dare.

Here, brands ditch the expected, own their oddities, and turn their quirks into their greatest strengths.

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