Rank where client attention belongs — score each account on economic value, strategic value, urgency, relationship ease and payment reliability, auto-scored by AI.
Quick answer
A free Client Priority Assessment — score each client relationship across economic value, strategic value, urgency, relationship ease and payment reliability; the auto-scored AI report ranks which account needs your attention this week.
The loudest client rarely needs you most. Scoring every account on the same five priority dimensions reorders the queue by evidence — pressure you can see beats pressure you hear.
Run it monthly per account; each response yields a scored AI report, and the dashboard ranks your book of clients so attention lands where slippage is starting.
Seven quick facts about the Client Priority Assessment before you use it.
| Template | Client Priority Assessment |
|---|---|
| Category | Freelance & Project |
| Format | 5 weighted dimensions rated 1–5 (economic value, strategic value, urgency, relationship ease and payment reliability) |
| Time to complete | About 12 minutes |
| What you get | An auto-scored priority ranking delivered as a personalized, printable AI PDF report |
| Best for | Freelancers deciding which client or project to put first |
| Cost | Free to copy, customize and reuse on FormLM |
Preview the priority assessment and sample AI report.
Everything you need to run this assessment.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust questions, dimensions and weights to fit how freelancers and agency leads actually work.
Send the link or QR; every response is captured automatically.
Open the personalized AI PDF report and share it with stakeholders.
Pick your role — see how it fits your workflow.
Allocate scarce hours by score, not by volume of pings.
Rank the account book for coverage reviews.
Turn renewal risk into a visible, sortable number — free.
What makes this template work as a professional deliverable.
A preview of the real questions — the full version auto-scores each account for ranking.
