For agencies and studios
Every client brief scoped before the kick-off call.
Describe how you scope once. Your agent reads every brief that arrives, pulls out objectives, deliverables, budget and deadline, names what is missing and prepares the questions to ask before you quote.
Everything on this page follows one agency's agent, built from its own scoping checklist, as an example. Yours does what you describe.
We need a new booking website for our eight hotels in Spain and Portugal, live before the March season, integrated with our existing channel manager. Please send a proposal.
- ObjectiveDirect bookings across 8 hotels
- DeliverablesBooking site, channel manager integration
- DeadlineBefore March, 14 weeks
- BudgetNot given
- Brand assetsNot attached
- Decision makerNamed, marketing director
- What budget range are you working to?
- Do you have brand guidelines and imagery for all eight hotels?
- Which channel manager, and who owns the integration on your side?
Next: Ask the three questions by email before the call, and scope on the answers.
Quotes go out on incomplete information.
The number is guessed because the questions were not asked. A brief that arrives with its gaps named is a quote that holds.
| Client | Request | Gaps | Next |
|---|---|---|---|
| Atlas Hotels | Booking site for eight hotels, before March | Budget, brand assets | Scope |
| Harbour & Co. | Brand refresh, £40k to £60k, Q1 | None | Quote |
| Juno Health | Landing page | No budget, no deadline | Ask for detail |
Scoping eats the senior people’s week.
Every request used to get someone experienced reading it against the same checklist. Now they read the scope summary, and spend the time on the ones worth a call.
- What arrives
- Briefs by email and through your page
- RFPs and “can you send a proposal?”
- Requests from existing clients, in a paragraph
- What is prepared
- Objective, deliverables, deadline, budget, stakeholders
- Fit to your services and your bands
- The questions to ask before kick-off
- What your team does
- Scope, quote, ask for detail, or decline
- With the reason kept on the request
- And the same checklist for every client
Questions agencies ask us.
What happens with a vague brief?
It comes back with the gaps named and the questions to ask, so your team goes into the first call prepared, or asks by email and saves the call.
Can it check briefs against our rate card?
Yes. Put your budget bands, minimum engagement and turnaround in the agent’s criteria and every brief is checked against them.
Can different services have different checklists?
Yes. One agent per service line, each with its own page and criteria, so a brand brief and a web brief are scoped differently.
Built for client work.
Clients send through your page without an account. Briefs are private to your workspace, encrypted and never used to train models.
Privacy policyBring us a brief you are scoping now.
We’ll show you the scope summary and the questions your agent would prepare from it.
WadyFounder of Cothonis