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scope of work template for consultants and agencies

A messy first call becomes one page the client reads, corrects and signs. The scope stops moving.

How many times has this project changed shape?

For your own business, or as a service you charge other businesses like yours for.

Nobody runs this lab yet. Take it, give it your hours and your prices, and it is yours.

your-business.exampleYour businessit runs under your name, on your domain

How it would run

3 magiks · the sheets are examples
01
The scoping questions
BRIEFExample
SPEC

The scoping questions

Before the call, eleven questions in four blocks

Asked in this order on purpose: money and date first, because they decide whether the rest is worth an hour.

Money and date

What budget has been set aside, and by whom?
Is there a date something must be live for? What happens if it slips?
Who signs?

What exists already

What is in place today, and what about it works?
Who wrote the current texts and took the photos, and can we reuse them?
What tools do you already pay for that this has to sit next to?

What is not the job

What have you decided not to do this time?
Is there a part you want to keep in-house?

Who decides what

Who reviews, and how many rounds do you expect?
Who is the one person we call when a decision is stuck?
What would make you say, in October, that this was worth it?

The one not to skip

Question 7. A client who cannot name what is out of scope has not decided what is in it, and that call ends in a brief that moves every fortnight.

See the full example
02
The brief
BRIEFExample
SPEC

The one-page brief

What we agreed

A five page site for the practice, live before the September intake. You write the texts, we handle photos and structure. Appointment booking links out to Doctolib, it is not rebuilt.

What is not in scope

The patient area, the newsletter and the English version. They were raised on the call and set aside for later, not forgotten.

Read it, correct what is wrong, and reply agreed. From that point the scope stops moving and any addition is quoted separately.

See the full example
03
What is still unclear
Example
What is still unclear5 rows
PointWhy it mattersWho answersBy
Who writes the five page textsTwo weeks of the scheduleThe client22 Aug
Photos: existing or a shoot800 to 1 400 € either wayThe client22 Aug
Booking: outbound link or embedded widgetHalf a day of workUs, then confirm25 Aug
Who holds the domain todayCould block go-liveThe client22 Aug

+ 1 more rows

The domain is the one to chase first. It is the cheapest question on the list and the only one that can stop a launch on the day.

See the full example
example · not real dataInvented for this page. Every collection starts empty; the first run writes the first row.

The job

Scope rarely moves in one jump. It moves in small steps, between a first call where everything looked clear and a delivery where nothing is. Independent consultants and agencies both know what should happen: write it down, have it read, have it signed. A scope of work template does not fix it, because it is empty at exactly the moment the notes are still warm. This lab would land the client brief in the hour after the call, with, next to it, the list of what is still unclear.

What it would know about your business

Put there once, read by every magik.

Put there once by you, read by every magik, corrected when reality moves. Full on day one, unlike the collections below.

resource base
Your scoping questions
Rates and packages
What you never take on
01The scoping questions
02The brief
03What is still unclear

What it would keep

Worth more in month six than in week one.

The collections belong to the lab, not to any single magik. Every magik reads them and every run adds to them, which is why this lab is worth more in month six than in week one.

example · not real data
Briefsas it would fill up
ClientSubjectStatusSigned
Consulting firmReworking the offerread by the clientyes
Software companyProduct scopingwaiting on a replyno
CharityCommunication plansignedyes
a sample, truncated

Invented for this page. Your Briefs collection starts empty and fills as you work.

Questions that pay offstarts empty

Under your own brand

It wears your name, not ours.

The same lab, under your name, your colours and your logo. Your customers never see ours.

askmojo.ai
AskMOJO
your-business.example
Your business
The same lab under two brands: only the logo, the address and the colour change.
Your colours, in one field.
Your logo and your favicon, on every public surface.
Your own address, on a verified domain.

On the Pro plan, and not needed to take a lab. A fully bespoke theme exists as an upgrade, hand built rather than self-serve.

What it would plug into

And whatever you already use: any tool available through an API or an MCP server, connected with your own account.

Why not another web app built for your trade

Built around your business, not the average one.
What it knows, what it keeps and what it does are yours to write, and two businesses running the same idea end up with two different labs.
Its sources are not a closed list.
A vertical tool ships with the sources its vendor chose, and that is the ceiling. A lab can be pointed at the ones your business actually runs on, connected from your own accounts, and everything they bring back lands in your collections, which you own and can take with you.

A tool built for exactly your job, and only that, will go deeper at that one job. This is for the jobs nothing covers, or the ones spread across three tools today.

Questions · 9

What is a client brief, exactly?

The page both sides agree on before the work starts: what is being done, for whom, by when, and what is out of scope. In this idea it is written from your first call, so it says what was actually agreed rather than what a blank template asks for.

How do you write a scope of work that holds?

By naming what is excluded, not only what is included. The magik takes the call, lays out the objective, the deliverables, the deadline and the assumptions, then lists separately what stayed unclear. A scope that only lists what you will do is the one that moves.

Can I get it out as a Word or PDF document?

What comes out is text you read, correct and copy wherever you send documents from, including your own template. The lab does not do your layout and does not pretend to: what it holds is the content and the order of the questions, which is the part a template leaves empty.

The client says they want a site that converts. What comes out of that?

The first magik asks the scoping questions you put in, the ones that actually decide things in your line of work. Whatever is still unclear afterwards is listed separately, in plain words, rather than filled in with an assumption. That list is what protects the scope, even more than the brief.

I already have a scope of work template.

A template is empty at the moment you need it, which is right after a one hour call you took three pages of notes on. Here the material comes from the call and the template is what you put in once. On top of that, the questions that paid off on past projects accumulate in a collection.

Can the client correct it before signing?

That is the intended use: one page they read, correct and sign. A brief the client never reviewed scopes nothing, it only records what you understood. The value is in the round trip, not in the drafting.

Does a signed brief actually stop scope creep?

It does not stop the request, it makes it visible as a request. When a new demand arrives you have a dated page saying what was agreed, so the conversation is about a change and its price rather than about who remembers what. That shift is most of the benefit.

Would this be overkill on a small job?

The small jobs are where nobody writes anything down, and they are the ones that drift the most for the least money. Here the page is written from a call you were having anyway, so the cost of writing it is close to nothing. If it still is not worth it, do not send it.

Why this rather than a tool built for my trade?

A tool built for exactly consultants and agencies, and only that, will go deeper at that one job. This lab is for the jobs no tool covers, or the ones spread across three tools today, and it runs under your name.

Who is playing this idea

Every audience is still open.

Nobody has taken a square on this idea yet. You declare your audience when you take the lab (“roofers in Brittany”, “plumbers around Paris”), and two people can start from the same idea on two different audiences without getting in each other’s way.

The shape behind it

Applies Consulting Studio to this job.

Sound like your week?

And it wears your name, not ours.

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The bundle describes a lab that does not exist yet : the jobs it would do, and an example of each output.

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