Send a scope of work that turns every extra into a paid add-on
The out-of-scope list comes out longer than the in-scope one, and that's the part that protects you.
A picture made with AI to show the idea.
Your prompt
Fill in your details. Skip any you like.
Claude and ChatGPT open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.
The prompt that gets copied
Draft a statement of work for a [ENGAGEMENT TYPE, e.g. strategy and planning project] with [CLIENT TYPE, e.g. a regional nonprofit]. The goal: [PROJECT GOAL, e.g. a 3-year plan the board approves]. My deliverables, exactly: [YOUR DELIVERABLES]. Timeline: [PROJECT TIMELINE, e.g. March 1 to May 31]. Fees and payment terms: [YOUR FEES]. What the client must provide: [CLIENT RESPONSIBILITIES]. Revision rounds: [REVISION ROUNDS, e.g. 2]. Use these sections: overview and goals, in scope, out of scope, deliverables with acceptance criteria, milestones, client responsibilities, fees and payment, and how change requests work. Make the out-of-scope section the most thorough part, listing the extras clients in this kind of project usually expect for free. Use plain, firm, friendly language. Flag any vague wording and any assumption you made. I'll have the final version reviewed before anyone signs it.
Fill in your deliverables, timeline and fees. You get a clear scope of work with a detailed out-of-scope list, acceptance criteria and a simple change process, ready for your review.
Step by step
- Fill in the engagement details in the prompt.
- Add any extras your clients usually expect for free to the out-of-scope list.
- Check every date, quantity and fee against what you agreed.
- Paste it into your proposal or agreement and have it reviewed.
What you'll get
A full scope of work draft with eight sections, a thorough out-of-scope list, acceptance criteria per deliverable and flagged vague spots.
A draft to check, not legal advice. Have contract terms reviewed before anyone signs.
- Made for
- Consultants, Coaches
- Works in
- Claude, ChatGPT, Gemini