Client-Fit Screener (Claude Skill)

Sale Price: $25.35 Original Price: $39.00

What if you never had to white-knuckle another discovery call with someone who was wrong from the start? Build your own AI client-fit screener — it reads your application/intake forms for professional and personality fit and hands you a clear yes, maybe, or not yet. Build it once, own it forever.

The step-by-step guide is a clean PDF you can keep open while you build — or print at home for your binder.

What's inside:

A five-step guided build that takes you from blank page to working screener, plus a framework that scores every applicant on the two things most vetting misses: whether they're right for the offer, and whether they're right for you.

The standout piece is the working-style step — it captures how you communicate, what drains you, and how you handle a client who's anxious or in crisis, so your screener flags the personality clashes that gut-checks never catch until it's too late. A sample one-pager shows you exactly what your finished screener will produce before you build it.

What you get:

  • The Client-Fit Screener guided build (PDF) — five steps from blank page to working tool

  • A "Your Finished Screener" sample one-pager (PDF) showing exactly what you'll end up with

  • A simple save-and-install walkthrough so your screener lives in Claude, ready anytime

  • The framework itself — professional fit and working-style fit, scored YES / MAYBE / NOT YET

  • A screener you build once and own forever — no subscription, no platform to rent

What if you never had to white-knuckle another discovery call with someone who was wrong from the start? Build your own AI client-fit screener — it reads your application/intake forms for professional and personality fit and hands you a clear yes, maybe, or not yet. Build it once, own it forever.

The step-by-step guide is a clean PDF you can keep open while you build — or print at home for your binder.

What's inside:

A five-step guided build that takes you from blank page to working screener, plus a framework that scores every applicant on the two things most vetting misses: whether they're right for the offer, and whether they're right for you.

The standout piece is the working-style step — it captures how you communicate, what drains you, and how you handle a client who's anxious or in crisis, so your screener flags the personality clashes that gut-checks never catch until it's too late. A sample one-pager shows you exactly what your finished screener will produce before you build it.

What you get:

  • The Client-Fit Screener guided build (PDF) — five steps from blank page to working tool

  • A "Your Finished Screener" sample one-pager (PDF) showing exactly what you'll end up with

  • A simple save-and-install walkthrough so your screener lives in Claude, ready anytime

  • The framework itself — professional fit and working-style fit, scored YES / MAYBE / NOT YET

  • A screener you build once and own forever — no subscription, no platform to rent

    • This is a digital download. No physical product will be shipped.

    • Due to the nature of digital downloads, all sales are final.

    • Please note: These digital products are for your personal business planning use only. They are not templates meant to be copied, repackaged, or used to create your own products. Your purchase does not include resale, sharing, or redistribution rights.