# Client qualification and outreach worksheet

Source: https://lindo.ai/guides/how-to-get-web-design-clients
Updated: 2026-09-03
Published by: Lindo Team

Includes observation notes, an outreach template, discovery prompts, partner handoffs, and stage-by-stage pipeline review.
Illustrative planning aid, not market data or a guarantee. Do not store credentials or private client data here.

## Working brief

### Prospect / fit signal / disqualifier

- Notes:
- Owner / decision:
- Evidence / next action:

### Public URL / observation / device / date / uncertainty

- Notes:
- Owner / decision:
- Evidence / next action:

### Relevant proof and permission status

- Notes:
- Owner / decision:
- Evidence / next action:

### Outreach channel / permission or compliance check / response

- Notes:
- Owner / decision:
- Evidence / next action:

### Need / decision owner / content owner / budget / timing / dependencies

- Notes:
- Owner / decision:
- Evidence / next action:

### Current stage / next agreed action / date

- Notes:
- Owner / decision:
- Evidence / next action:

### Lost reason in buyer’s words

- Notes:
- Owner / decision:
- Evidence / next action:

### One experiment and the evidence that would justify keeping it

- Notes:
- Owner / decision:
- Evidence / next action:

## Acceptance checklist

- [ ] Buyer fit and disqualifiers are written down.
  Owner / evidence / date:

- [ ] Portfolio evidence matches the problem and labels concepts honestly.
  Owner / evidence / date:

- [ ] Outreach observations are verified and do not invent losses.
  Owner / evidence / date:

- [ ] Introductions and follow-ups respect consent and channel rules.
  Owner / evidence / date:

- [ ] Discovery confirms ownership, priority, feasibility, and buying process.
  Owner / evidence / date:

- [ ] Pipeline stages and lost reasons are recorded consistently.
  Owner / evidence / date:

## Examples and templates from the guide

### Outreach template — replace every bracket with verified context

Subject: A question about [specific service/page]

Hi [name],
I’m [name], and I build enquiry websites for [relevant business type].
While looking at [public page], I noticed [specific, verified observation].
I may be missing context—is [intended visitor action] still the goal here?
If useful, I can send a short explanation of one possible fix.
If this is not a priority, no problem.
[Real name and business details]

### Partner handoff brief

Good fit: service business with approved offer and a named content owner.
Typical job: clear service pages and one tested enquiry path.
Not our scope: custom applications or unvalidated integrations.
Useful introduction: the decision maker and the reason this is a priority.
What we send back: confirmation of fit and the next agreed step.

## Working tables

### A small pipeline diagnostic

| Pattern | Question to investigate | Next experiment |
| --- | --- | --- |
| Few relevant replies | Is the observation useful and the buyer right? | Narrow the fit and rewrite one message |
| Calls, few qualified projects | Is the offer or qualification unclear? | Ask scope and ownership questions earlier |
| Proposals, no decisions | Is the decision process understood? | Agree a review date and decision owner |
| Wins, poor delivery | Are you selling outside capacity? | Tighten scope before adding demand |

## Sources and next steps

- Define the service you are looking for buyers for: https://lindo.ai/guides/how-to-package-website-services
- Build a portfolio case study that supports your claim: https://lindo.ai/guides/how-to-create-a-portfolio-website