For freelancers & one-person shops

Spot the nightmare client before you sign.

The exact words, questions, and forms for the five moments that decide whether a client turns into a paycheck or a horror story — a full screen in one 10-minute call.

$14 one-time · copy-paste, yours to keep Get the Screening Pack →
Instant email delivery Plain text, fill-in-the-blank 14-day guarantee
The bad client rarely surprises you — the warning signs are almost always there on the first call. The problem is you don't have the words ready in the moment, so you talk yourself into it and lose the next month. This pack is the screen: fifteen minutes of questions that save you the month.

Sound familiar?

What's inside

Six plain-English pieces for the five moments before you sign — screen on paper, screen on the call, then choose on purpose.

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The 12 Red Flags cheat sheet

Twelve warning signs — the budget dodge, the deposit pushback, the "run it past the team," the won't-sign-anything — each with what it predicts and a one-line test to confirm it before you overreact. Plus the rule of three: one flag's a conversation, three is a decline.

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The 10-minute discovery-call script

Word-for-word questions that surface 90% of bad-client problems — budget, timeline, decision-maker, past freelancers — with the exact follow-up for when an answer smells off.

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The intake questionnaire + scorecard

A copy-paste form to send before any call, so you screen on paper first — and a green-light / red-light scorecard that turns "trust your gut" into a number you can act on.

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5 graceful decline emails + opening lines

Five ready-to-send ways to say no without burning the bridge (too cheap, too vague, too controlling, pay-on-delivery, the "I'm booked" soft no) — plus deposit-and-terms opening lines that make a bad client self-select out before they waste your time.

How it works — the 4-step screen

Before the call. Send the intake questionnaire. How they fill it in tells you as much as what they write.
On the call. Run the discovery script; keep the 12 Red Flags open in another tab and tick anything you hear.
After the call. Score them on the scorecard. Sleep on anything in the amber band.
Decide on purpose. If it's a no, send the matching decline email. If it's a yes, drop in a deposit-and-terms opening line and move to your contract.

One bad client costs a month. This costs $14.

One time, yours to reuse on every client, with free updates. The first nightmare you screen out pays for it a hundred times over.

Get the Screening Pack — $14
Next in the set

Said yes? Keep the project from ballooning with the Scope Lock Pack.

Screening is the front door — it decides whether to take the client at all. Once you've said yes, the Scope Lock Pack keeps the work you agreed to from creeping: a Statement of Work block, revision-limit and change-control clauses, a one-screen change-order form, and 8 scripts for the moment an extra request lands. Screen first, then lock the scope.

$14 one-time · plain-English templates you own — not legal advice.

See the Scope Lock Pack →

Questions, answered

What exactly do I get?

Six plain-English pieces you fill in and keep: a 12 Red Flags cheat sheet (each with what it predicts and a one-line test), a 10-minute discovery-call script, an intake questionnaire to send before any call, a green-light/red-light scorecard, five graceful decline emails, and deposit-and-terms opening lines. Delivered to your email automatically after checkout.

Is this legal advice or a lawyer-drafted contract?

No. These are wording and process templates written by a freelancer who has screened (and mis-screened) a lot of clients — not legal or financial advice, and Penloom Studio isn't your lawyer. For contracts, deposits, and terms — and in states with specific freelancer-protection statutes — follow your own agreement and local rules, or have a professional review your paperwork.

How is this different from the Scope Lock Pack?

This pack works before you sign — it helps you decide whether to take the client at all. The Scope Lock Pack works during the project — it keeps the work you agreed to from ballooning. Screen first, then lock the scope. Many people own both.

Is it a subscription?

No — it's a one-time $14 purchase. The files are yours to keep and reuse on every client, with free updates.

What if it isn't what I expected?

Email penloomstudio@gmail.com within 14 days. If it doesn't deliver or isn't as described, we'll make it right with a replacement or refund.

The Client Red Flags & Screening Pack is a set of plain-English wording and process templates — it is not legal or financial advice, and Penloom Studio is not your lawyer. No script can turn a bad client good; the point is to see them early and choose on purpose. How deposits, terms, and contracts are treated can vary by state or country (for example, California's Freelance Worker Protection Act, SB 988, effective January 1, 2025, requires contracts of $250 or more to be in writing). Confirm your local rules before relying on any template.