As I promised to this community. I have attached a Word doc I created for assessing clients that I choose to work with. I created this document while training as a Jay Abraham protege. He asked if he could use it for the other proteges, which I did of course.
Please use it as a template you can modify to determine the criteria you will use to determine clients, such as; years in business, size of database, etc.
I hope this helps you along the way in whatever niche or business you operate in!