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New Project Evaluation 2.0

This document provides a framework for evaluating new video projects and clients. It includes a series of questions to assess the client's business health, past experience with freelancers, decision maker access, perceived expertise, profit potential, future opportunities, communication style, production knowledge, and deadline. Scores are given for each category and averaged to determine an overall score. An average score of 7 or higher is ideal, though lower scores do not preclude taking on a project. The goal is to identify potential pitfalls and work with the client as a partner to solve challenges.

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cris18.mago
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23 views1 page

New Project Evaluation 2.0

This document provides a framework for evaluating new video projects and clients. It includes a series of questions to assess the client's business health, past experience with freelancers, decision maker access, perceived expertise, profit potential, future opportunities, communication style, production knowledge, and deadline. Scores are given for each category and averaged to determine an overall score. An average score of 7 or higher is ideal, though lower scores do not preclude taking on a project. The goal is to identify potential pitfalls and work with the client as a partner to solve challenges.

Uploaded by

cris18.mago
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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New Video Project Evaluation

Project / Client Name: Date:

This form provides a chain of kickoff dialogue Client’s Business Health Portfolio Opportunity
that will assist you to pullout useful data about
a new client/project probablity. 1 = Struggling to be profitable 1 = I can never show the work
10 = Very successful business 10 = Possible portfolio piece

Welcome Lines (during the call): Score: Score:

“Hey client, thank you for meeting with us!


We are delighted about the potentiality of
working together. Can we start by talking Past Experience with Freelancers Decision Maker Access
about your business? How does that sound
1 = Negative experience 1 = No access to decision maker
to you?”
10 = Postive experience 10 = Working directly with decision maker

Questions: Score: Score:

How would you describe what your business does?


How are things going in your business right now?
Perception of Me Profit Potential
How long have you been in business?
What does your sales process looks like? 1 = Production dog 1 = Tight budget
What are your most successful products / services? 10 = Expert in the room 10 = Huge profit
Have you worked with other video creatives in the past?
Tell us about your past experience with projects like this. Score: Score:
What would make this project successful for you?
Do I have creative freedom to make this project of what
I think will work? Or do you have something I should follow?
Who is the final decision maker? Future Opportunities Communication
What is the goal if this project? (sales, engagement, etc..)
1 = Single project 1 = Potential headache
What’s getting in the way of you achieving this goal?
10 = Tons of potential for more work 10 = Clear, organized, and timely
How much are you willing to invest to solve this problem?
Is this project needs filming and editing or just editing?
Score: Score:
Is there a video concept? Or do you need me to do it?
Where will you use this video? (social media, website, etc..)
Do you have a video sample so I know your expectations?
Will it require hiring actors / models? (for filming projects) Production Knowledge Deadline
If you don't get the results you're hoping for, how will that
affect your business? 1 = Client has no idea 1 = Nights and weekends required
What is your deadline? 10 = Tons of experience 10 = Plenty of time to do it right

Score: Score:

Notes:

How to calculate Final Score / Average: Add all scores then divide it by 10
More than 7 average is ideal, but below 7 does not mean that you shouldn’t take on the
project. Identifying the low scores will help you know potential pitfalls and be better equipped
to anticipate and counteract them.

Final Score:

Things to remember:

• Partnership Mindset
• Clarity if you can help them
• Show them the pain of not solving their current problem

The GOAL is not to interrogate potential clients but to make them


feel that you are with them beside the table finding ways how
you can solve their challenges TOGETHER.
Prepared by: Pex Reyes | joelvallereyes.com | @pexreyes

***Print this for optimal use***

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