Download the Target Client Ranking Kit
Use the one-page scorecard and Excel tool to rank every client group, clarify client fit and make more confident decisions about where to focus.
Use the kit to:
- Score each client group using consistent, objective criteria
- Sort every client group into three clear buckets
- Identify where your attention, capacity and next decisions are needed most
This is a template, not advice. Renew Group accepts no liability for its use. Before using or adapting the template, check your engagement terms, your professional body's requirements, and your local law.
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