Playbook

Scope & boundaries

Stop unlimited revisions and vague deliverables before they burn you out.

Field guide

Write scopes clients sign

If a deliverable isn't listed, it's not included. Use a matrix — not a paragraph buried on page four.

Change-order language

Every scope doc needs a trigger line: extra work requires written approval and a revised estimate before you start.

Contract clause

Change orders: Work outside the "In scope" column requires client approval in writing. Estimated fee and timeline impact provided before work begins.

Drop-in assets

Copy, download, ship

Every asset exports as plain text, a Word document, or a PDF — no markdown files required.

Drop-in asset

Scope Matrix Template

One-page In / Out / Change-order table for kickoff.

Downloads as TXT, Word, or PDF — ready to edit and send.

Scope Matrix Template

Use this at kickoff. Clients sign what "done" means.

Category · In scope · Out of scope · Change-order rate

Deliverables · e.g. 5-page marketing site, CMS setup · Native mobile app · $[rate]/hr or $[flat] per CO
Revisions · 2 consolidated rounds per template · Unlimited tweaks · Billed at CO rate after round 2
Content · Placeholder copy + structure · Final copywriting · Refer copywriter or add line item
Integrations · Stripe checkout, contact form · Custom ERP sync · Scoped separately
Launch · Staging + production deploy · Ongoing hosting support · Monthly retainer optional

Change-order trigger: Any request not listed in "In scope" requires written approval + estimate before work begins.

Sign-off: Client name · Date · Project title