A request-to-scope register
Incoming requests mapped to approved deliverables, with uncertainty and accepted changes retained.
AI for Professional & creative agencies
Protect the delivery. Not another spreadsheet.
Practical workflows for agencies balancing client requests, approved scope, creative review, and delivery-team handoffs.
Delivery workspace
A useful handoff
A request beside the agreed scope.
| Client request | Scope check | Next step |
|---|---|---|
| Extra language version | Not in approved list | Delivery lead to estimate |
| Copy revision | Included review round | Plan the revision |
| Earlier delivery date | Not yet agreed | Account owner to discuss |
Separate included work, proposed additions, and unconfirmed commitments.
Built around your work
The work behind the industryWhere the day
Where the day
gets held up.
A campaign can gain extra formats in a review thread while the project plan still reflects the original agreement. Teams need a shared record of what changed, what was approved, and what still needs an estimate—not automated friction in the client relationship.
Sound familiar?
New formats or deliverables arrive in feedback threads while the project plan stays unchanged.
Meeting notes mix agreed actions with tentative dates and ideas.
Account teams rebuild proposals from approved scope, capability material, and pricing inputs.
Practical places to put AI to workStart with a task
Start with a task
your team recognizes.
Open a workflow to see its inputs, prepared output, and review point.
Workflow 01
Make scope changes visible
Compare delivery-stage requests with approved deliverables and prepare a useful change discussion.
See the inputs, work & handoff Workflow 02Prepare the meeting handoff
Keep explicit decisions, proposed owners, and unresolved dates attached to the meeting notes.
See the inputs, work & handoff Workflow 03Assemble a proposal draft
Bring approved scope blocks, pricing inputs, and current terms into a draft for the account owner.
See the inputs, work & handoffA useful first projectOne workflow.
One workflow.
A concrete handoff.
Start with one service line and project template. Bring the account owner, delivery lead, and a redacted example of scope changing during review.
Scope a first projectProject outline01
Track scope changes for one project type
Bring these inputs
- Approved deliverable register
- Current review requests
- Accepted change history
- The prepared output
- A request-to-scope register and change-discussion pack with evidence and questions for estimating the impact.
- The person who reviews it
- Delivery lead for feasibility and the account owner for the client agreement.
- What we would test
- Include an already-covered revision, a withdrawn request, and stakeholder feedback without sign-off. The register must preserve the difference between a request and an accepted change.
Tangible work
What the team takes away.
A checked meeting handoff
Explicit decisions and actions separated from tentative ideas and unconfirmed client commitments.
A source-grounded proposal pack
Approved capability and pricing material assembled for a human-reviewed proposal, without invented experience.
Built for the settingThe details
The details
that shape the scope.
Client material has boundaries
Briefs, unpublished creative, commercial terms, and account records need project-specific permissions and agreed model-provider handling.
Approval must be attributable
A comment from a stakeholder is not necessarily client sign-off. Identify who may accept scope, creative, budget, and deadlines.
Creative judgment is not a score
Brand fit, strategic merit, and relationship context need accountable people. Preparation should support judgment, not pretend to quantify it objectively.
Test the awkward cases.
Include stakeholder disagreement, a withdrawn request, internal feedback mistaken for client approval, and a deliverable already covered by the revision allowance.
The help behind the workflowChoose the work.
Choose the work.
Then the right service.
010203
Explore all services ↗Process automation
Connect review requests, delivery decisions, and changes to the approved project baseline.
Sales & CRM automation
Carry account context and confirmed next steps from the conversation into CRM and proposal preparation.
Document intelligence
Keep scope comparisons tied to the approved brief, deliverable register, and accepted changes.
A few useful answers
Before we begin.
Which project type makes a useful first workflow?
Choose a repeatable service with recognizable deliverables and regular client reviews, such as a campaign or website project. Start where the account owner can show how requests become accepted changes.
Does our scope need to be perfectly standardized first?
It needs an identifiable approved baseline, revision allowances, and accepted change history. One project template can be enough to begin; gaps in those records become questions to resolve with the delivery lead.
Will it communicate directly with our clients?
The initial scope prepares drafts. Account owners approve the actual content and recipient before any separately authorized sending integration.
Is this limited to creative agencies?
No. Similar handoffs occur in marketing, design, development, and other project-based professional agencies; define the actual service and authority boundaries.