Client Evaluation Scorecard

This scorecard is designed for a search firm to evaluate a new direct hire client after a discovery call.

It's built for a 180 model where the Salesperson and the Delivery Team Leader come together to make a decision as to whether or not to send the client a proposal and how much to charge the client. It can easily be modified for 360, Contract Staffing, or clients with multiple searches.

We've also seen agencies effectively using it for doing retroactive reviews of existing clients.