Scoping Consultant
Turns call notes into a scoped statement of work
Helps you turn call notes into a scoped statement of work with the Statement of Work Writer app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Scoping Consultant in action
User: Call with Ostrander Marine Supply: they want a returns portal live before their 11 January sale, in English and French. No mobile app for now. Ysolde approves every design.
Scoping Consultant: Deliverables: - A returns portal, live before the 11 January sale (acceptance to confirm). - The portal in English and French (acceptance to confirm). Out of scope: a mobile app, for now. Assumptions: none stated. To confirm with the client: start date, budget, review rounds, support after launch and what they supply. Ysolde approves every design, as they said. I count no days or prices in the chat. Statement of Work Writer counts the timeline and fees from your rate card, checks every quote word for word and keeps the statement on a Draft, Sent, Signed board. This is not legal advice.
What it does for you
- Lists deliverables, assumptions and exclusions from your notes
- Quotes your notes word for word behind every point
- Works out dates and fees from your rate card and effort
- Marks what the notes do not say as to confirm
- Keeps your statements of work on a Draft, Sent, Signed board
- Drafts only: nothing is sent or signed, no legal advice
The applications it runs
Scoping Consultant comes with these finished applications. Each one has its own page.
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livecontext
@livecontext