Should I Take This Client? — Client Fit & Risk Review Protocol + Bonus Client Dependency Review
Not sure whether a potential client is actually a good fit for your business — or whether one existing client has quietly become too important?
This practical 7-page, 2-in-1 SPIRIGI for Business protocol helps you review both sides of the client relationship: whether you should take a client in the first place, and whether your business may be becoming too dependent on one client.
It guides you through:
- recording the facts before accepting a client
- reviewing strategic fit, scope clarity and payment confidence
- identifying expectation, communication and capacity risks
- separating evidence from assumptions and missing information
- comparing Proceed, Clarify First, Renegotiate or Decline/Pause
- using a controlled 6-step AI review before making your decision
- creating clear client conditions and next actions
- BONUS: reviewing dependency on one important client
- examining revenue, capacity, pipeline and operational concentration
- assessing relationship dependency and exit exposure
- using a second controlled AI review for client dependency
- building a practical 30 / 60 / 90-Day Client Resilience Action Plan
What you receive
1 downloadable 7-page PDF containing 2 complete practical review protocols:
1 — Should I Take This Client?
Client Fit & Risk Review Protocol
2 — BONUS: Too Dependent on One Client?
Client Concentration & Dependency Review Protocol
Both protocols include structured evidence records, review matrices, controlled AI prompt sequences, result language, action planning and stop rules.
Use the prompts with ChatGPT or another AI assistant to help organise and compare the information you provide. The AI is instructed not to invent missing facts, universal risk thresholds or make the final business decision for you.
Clarify the client. Compare the risks. Decide with better evidence. Then make sure no single client quietly becomes the business.
No subscription required.
Important: This is a practical decision-support tool, not legal, financial, tax, accounting, employment or professional advice. It does not certify a client as safe, profitable or suitable and does not establish a universal client-concentration threshold. Jurisdiction-specific or professional advice may be required for contracts, tax, credit risk or other obligations.
