A practical client-fit assessment system for architecture and interior studios

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Identify unsuitable enquiries early, separate solvable concerns from genuine deal-breakers, and decline work clearly without relying on instinct alone.

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Not every enquiry should become a project. A client may be unsuitable because the project falls outside the studio’s expertise, location, capacity, commercial requirements, professional standards, or way of working.

This process map helps studios make that decision fairly and consistently—from first enquiry through consultation, proposal, appointment, and onboarding.

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Assess suitability using project-relevant and behaviour-based criteria. Never reject or disadvantage someone because of a protected characteristic or an unrelated personal assumption.

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The Studio Client-Fit Process Map

A qualification, risk-screening, and respectful-decline system for architecture and interior studios.

Know when to proceed, clarify, pause, refer, or decline—before an unsuitable project consumes significant studio time.

What this product includes

  1. Full client-fit process map
  2. Green, yellow, and red signal framework
  3. Enquiry screening checklist
  4. Consultation assessment
  5. Commercial and scope checks
  6. Behaviour and communication checks
  7. Proposal-stage decision gate
  8. Pre-appointment verification
  9. Onboarding warning signs
  10. Weighted scorecard