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Free Project Inquiry Qualification Scorecard Template

Free inquiry qualification scorecard — rate inbound enquiries on six dimensions, from service alignment to client readiness, in an auto-scored AI report.

6 weighted dimensions · auto-scored AI PDF report
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A free Project Inquiry Qualification Scorecard — rate each inbound enquiry across six weighted dimensions and get an auto-scored AI report on fit, so you pursue the right prospects first.

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About this template

Deciding which enquiries to chase by instinct wastes time on bad fit. The Project Inquiry Qualification Scorecard rates each inbound brief across service alignment, scope clarity, budget, timeline, communication fit and client readiness, and auto-scores it into a single number.

Run it as a reviewer scoring each enquiry, or as a self-check before you write a proposal. The personalized AI PDF gives you a dated rationale for pursuing, qualifying or declining each prospect.

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Template at a Glance

Seven quick facts about the Project Inquiry Qualification Scorecard before you use it.

TemplateProject Inquiry Qualification Scorecard
CategoryFreelance & Project
Format6 weighted dimensions rated 1–5 (service alignment, project scope clarity, budget compatibility, timeline feasibility, communication and collaboration fit, client readiness)
Time to completeAbout 12 minutes
What you getAn auto-scored fit profile delivered as a personalized, printable AI PDF report
Best forFreelancers qualifying inbound project enquiries
CostFree to copy, customize and reuse on FormLM
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Live Preview

Preview the scorecard and its sample AI report.

Fill it in to see how responses flow.
Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this assessment.

1

Structured, ready-to-use fields

2

Weighted 1–5 scoring

3

Personalized AI PDF report

4

1-click copy to workspace

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the form and its scoring, report and branding settings into your FormLM workspace — free.

2

Customize

Adjust questions, dimensions and weights to fit how you qualify inbound freelance enquiries.

3

Share and collect

Send the link or QR; every response is captured automatically.

4

Review and act

Open the personalized AI PDF report and decide whether to pursue the enquiry.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Freelancers

Qualify enquiries before you spend time on a proposal.

2

Consultants

Score fit on alignment, budget and readiness in one pass.

3

Small studios

Route the strongest enquiries first from one ranked list.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of the real questions — the full version auto-scores and generates a personalized AI report per respondent.

  1. The enquiry describes services I currently offer (1–5)
  2. The stated needs fall within my expertise (1–5)
  3. The budget fits the work required (1–5)
  4. The timeline is realistic (1–5)
  5. Communication and collaboration look like a fit (1–5)
  6. The client is ready to start (1–5)
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Frequently Asked Questions

What is the Project Inquiry Qualification Scorecard template?
It is a free, ready-to-use assessment that rates an inbound project enquiry across six dimensions — service alignment, scope clarity, budget, timeline, communication fit and client readiness — and auto-scores it into an AI report.
Who is it for?
It suits freelancers, consultants and small studios who want to decide quickly which enquiries are worth a proposal and which need more qualification.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
Can I change the questions or weights?
Yes. You can edit the statements, rebalance the dimensions and adjust the scoring weights to match how you qualify work.
Does it generate a report?
Yes. On completion it auto-scores responses and generates a personalized, printable AI PDF report.
Why teams choose FormLM?
Because good enquiries get judged on fit, not gut feel — each one is rated 1–5 across six dimensions and turned into a dated score you can route, chase or decline with confidence.

Qualify every enquiry before you bid

Copy it into your workspace, customize, and share — free to start.