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🤝 Sales Enablement

Free Client Readiness Check Template

Score a new client's readiness to start — people, data, process and decision rights — so rollouts begin on facts and stalled launches get named.

Assessment
~10 min
Scored 1-5
Live Preview

Quick answer

A pre-launch score of people, data, process and decision rights that starts a rollout on facts and names the blockers that stall launches.

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About this template

Most stalled implementations were visible in week one: no named owner, data still hypothetical, decisions routed through a committee. This assessment scores each new client across people, information, process and authority before kickoff, producing a weighted readiness result and an AI report that names the gaps. Weak dimensions become a pre-launch checklist instead of a month-three postmortem.

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Live Preview

A fillable sample form and report preview — live once the app is published.

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Fill it in to see how responses flow.
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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 template.

1

Dimension scoring

People, data, process, time and alignment rated separately, not vibe-checked.

2

Weighted result

One readiness score that predicts rollout risk.

3

Gap named in the report

The AI PDF states which dimension is weakest and what it endangers.

4

Shared launch baseline

Send the report to the client as the joint day-one checklist.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy the assessment into your workspace.

2

Score together

Complete it with the client owner, not about them.

3

Read the weakest bar

The report names the dimension most likely to stall launch.

4

Fix before kickoff

Turn low scores into pre-launch tasks with owners and dates.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Implementation leads

Start projects knowing which one will need rescuing.

2

Account managers

Replace optimistic kickoff decks with a readiness fact.

3

Consultants

Set scope and timeline against the client's real state.

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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 real questions — the live version scores them and builds a report per respondent.

  1. Is there a named client-side owner with decision rights? (1-5)
  2. Are the data and systems needed for setup actually available? (1-5)
  3. Are current processes documented enough to map against? (1-5)
  4. Is the client team's calendar realistic for this rollout? (1-5)
  5. Do stakeholders agree on what success looks like in month one? (1-5)
  6. Which dimension worries you most? (open)
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Frequently Asked Questions

What does a client readiness assessment measure?
Whether the account can actually absorb your rollout: named owners, available data, documented processes, realistic time and shared success definition.
How does the Client Readiness Check turn scores into a report?
Responses score 1-5 across dimensions with weighted totals, and each submission generates a personalized, printable AI PDF report naming the gaps.
Can I run the Client Readiness Check without paying anything?
Yes. Copy it into your FormLM workspace for every new engagement.
Should the client see the report?
Usually yes — a shared readiness page converts hidden doubts into joint tasks before they become blame.
When should we re-score?
At kickoff and again at the first milestone; readiness moves, and the delta tells you who is carrying the project.

Start rollouts already ready

Score readiness before day one and launch against facts — copy the assessment free.