Made for Freelancers
Catch Scope Gaps Before You Send
Also useful for: people in Freelancers
20 min
Beginner
Boundaries
Improve Operations
Audit a freelance proposal for scope, revision, payment, client responsibility, and unpriced-extra gaps before sending it.
Create a free account to save your progress and use this Playbook.
Use this when
You're about to send a proposal, statement of work, or project estimate and want a fast risk check before committing.
You'll need
- Proposal draft
- Project context
- Nonnegotiables
You'll get
- Every promised deliverable checked for clear limits
- Client duties and approval deadlines accounted for
- Revision and payment terms checked for open-ended risk
- Unpriced extras identified and addressed
- Every Red issue resolved or accepted deliberately
- A final send, revise, or pause decision recorded.
By the end of this playbook
You will have:
- Every promised deliverable checked for clear limits
- Client duties and approval deadlines accounted for
- Revision and payment terms checked for open-ended risk
- Unpriced extras identified and addressed
- Every Red issue resolved or accepted deliberately
- A final send, revise, or pause decision recorded.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Proposal: Website refresh for $4,800, including strategy, design, development, revisions, launch support, and weekly meetings. A 25% deposit is due to begin, with the balance due at launch. Context: The client wants online booking and a May 15 launch. Two department heads may provide feedback. Copy ownership is unclear. Nonnegotiables: Two revision rounds, 50% deposit, one weekly meeting, and client-supplied copy. Booking software and rush work are extra.
Sample assembled prompt
Recommendation: Revise. Red: "Revisions" has no limit. This could turn subjective changes into... Replace it with: "The fee includes... Additional revisions are billed at the... Add: "The client will provide final,... Delays to client-supplied content may move... Replace it with: "The fee includes...