Go/No-Go Score Card

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Creative Potential

Will this let us do bold, culture-shaping work?

4 – Hell yeah! Dream-client vibes, portfolio-maker

3 – Strong creative potential

2 – Serviceable, but not standout

1 – Cookie-cutter, production-heavy, low creative freedom

Strategic Fit & Team Excitement Factor

Does it align with our values and vision?

4 – Perfect fit and on-mission; everyone wants in

3 – We can easily staff this

2 – It helps pay the bills

1 – Off-course

Portfolio Growth Opportunity

Will this strengthen our work in a key growth area?

4 – Directly grows a priority offering

3 – Indirect or partial fit

2 – Useful but not core

1 – No real relevance to growth goals

Vibe Check

Based on what we know, can we see ourselves working well with this client?

4 – Great collaborator potential

3 – Mostly aligned, people seem great

2 – Some concern, may need managing; or they respond but we don't know them

1 – Procurement heavy, short responses, or people feel off

Clarity of Scope & Budget

Are the scope, timeline, and budget clear?

4 – Clear scope, healthy/reasonable budget shared, ready to brief

3 – Decent clarity on scope with some TBDs, but budget shared

2 – Vague scope, unrealistic timeline, and budget is too low

1 – Refused to share budget, so this will be risky for us and hard to scope

Bandwidth & Capabilities

Do we have the time and skills to do the contracted work well?

4 – Absolutely—team is ready and able and/or strong budget could unlock hires

3 – Some juggling, but manageable

2 – May need more freelance help than ideal or we'll have to make creative compromises

1 – No room or key capabilities missing

Relationship Advantage

Do we have a connection that gives us an edge?

4 – Warm relationship, high trust, shoe-in

3 – Known contact or prior work with them

2 – Cold lead, but we know someone they know

1 – Total unknown

Level of Effort Needed to Win

Does the effort needed to compete match the size or caliber of the opportunity?

4 – Low lift (e.g., simple memo) OR appropriate lift with high return

3 – Reasonable lift, still worth it; may need to tap partners

2 – Heavy lift despite smaller opportunity; complicated process

1 – Unreasonable lift for size of opportunity

Total Score

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