Scope Leakage Playbook for Agencies
Untracked scope expansion is one of the fastest ways agencies lose margin. This playbook defines a lightweight discipline to capture, approve, and bill deltas without slowing delivery.
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Where Margin Leakage Happens
- Requests land in chat/email and never become explicit scope records.
- Teams implement “small extras” without value framing or approval evidence.
- Finance receives partial context and cannot reliably convert delivered deltas into billable items.
Minimum Operating Loop
- Create a scope change record with value estimate and date.
- Send the client decision link and capture explicit approval or rejection.
- Move approved items into billing handoff and export immutable CSV batches.
The objective is not process overhead; it is preserving billable clarity under delivery pressure.
Launch Readiness Signals
- Every approved scope change is auditable and exportable.
- No “verbal approvals” without recorded actor identity and timestamp.
- Billing can regenerate prior export files from history without data loss.
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