A scope, written in two minutes. Not an hour.
Scoping is where good projects go wrong. We built an intelligence system that reads a client call, runs it through a 22-prompt scoping framework, and delivers a perfectly-formatted scope document straight to Drive. Every time. In your voice.
01See it in action
Ninety seconds. Start with a client call transcript, finish with a scoping document in Drive.
02What it does
The Scope Assistant turns a client conversation into a finished, branded scoping document, automatically. It pulls from your historic SOW library, your price benchmarks, and a 22-prompt framework that mirrors how your best people scope.
Reads Client Calls
Drop a transcript in. The assistant pulls out scope shape, constraints, budget, and stakeholder language.
Knows Your Past Work
Trained on your historic frameworks and price benchmarks so every new scope is anchored to real engagements.
22-Prompt Framework
Every scope document gets the same depth. Deliverables, dependencies, assumptions, exclusions — no section forgotten.
Lands in Drive
Final document uploads to Drive or SharePoint in your approved format. No copy-paste, no manual filing.
03The workflow
Six stages. Click any step to see what happens at that point in the system.
Client Call
The starting point is a real conversation. A discovery call, a scoping intro, an account review. Whoever runs it captures it on Fireflies, Gong, or any tool that produces a transcript. That recording becomes the system's first input.
04The problem
Every proposal was hand-written from scratch. Scoping quality lived in one person's head, and growth lived in their calendar.
The most experienced lead would block out the better part of a day to scope a new engagement. She'd ask the right questions, price it against last year's similar wins, flag the risks she remembered from the project that went sideways. When she was on holiday, scoping got assigned to whoever was free, and the quality dropped immediately.
The knowledge wasn't missing. It was locked in one person's head, in a thousand pages of past SOWs sitting in a folder no one searched, and in pricing decisions that had never been written down.
- 6+ hours per scope, owned by a single senior lead.
- ~20% of proposals mispriced against actual delivery cost.
- Risk patterns repeated three losing projects in a row before anyone noticed.
- Junior staff couldn't scope independently, creating a hard bottleneck on growth.
05The solution
An intelligence system that scopes the way your best person scopes. Trained on the past, framed by 22 prompts, finished in two minutes.
An assistant that scopes like your senior lead. Every time.
The Scope Assistant ingests a client call transcript, contextual notes, and discussed budget. It cross-references your historic scope frameworks and price benchmarks. It runs 22 prompts mapped to every section of your scoping template. And it delivers a polished, perfectly-formatted document into Drive, in your house style, in two minutes flat.
Transcript Comprehension
Pulls scope signals, constraints, and budget from any client call recording.
Historic Framework Library
Cross-references the closest comparable past engagements for shape and pricing.
22-Prompt Engine
Every scope section gets its dedicated prompt. Nothing missed, nothing improvised.
Auto-Format & Upload
Lands the document in Drive or SharePoint in your approved branded template.
Want a scoping assistant for your team?
Share your last ten SOWs. We'll build the custom assistant in a single sprint.
06The outcome
Scoping went from a senior-only bottleneck to a two-minute task anyone on the team can run. The senior lead's role shifted from writing proposals to closing them.
Transcript in, polished document out, no manual reformatting.
Every section of the scope document covered by a dedicated prompt.
Junior staff can now scope independently. Senior leads review and close.
Scope like your best person, every time.
Send us your past proposals. We'll build an assistant that scopes new work in your voice, with your pricing, and your hard-won risk knowledge.
Book a discovery call