Consultants · Example workflow
Catch out-of-scope requests before they cost you
Compare a month of client requests with the statement of work and draft a change order.
Example request
Compare every client request from the past month in email and Slack with the statement of work for the website redesign project. List the requests that fall outside scope, estimate hours for each from similar tasks in our Google Sheets time tracker, and draft a change-order summary the account lead can discuss with the client.
How the agent works through it
- Collect the month’s requests from the channels you connect.
- Compare each request with the statement of work.
- Estimate hours from past tasks and draft a change-order summary.
What comes back
A list of out-of-scope work with estimates, ready for the account lead’s conversation.
What needs your approval
The account lead decides what to raise with the client and approves any change order.
Sharing with others
Bring the project manager into the list before anything goes to the client.