Made for Consultants
Stop Scope Creep Without Damaging the Relationship
75 min
Advanced
Boundaries
Communicate Better
Difficult Conversation
Turn an informal client request into a documented scope decision. You can protect the relationship while making added time, cost, timing, and tradeoffs explicit.
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Use this when
Use this when a client asks for another deliverable, revision, meeting, audience, feature, analysis, or deadline change that may sit outside the agreed work. It also works when several small requests have started to accumulate.
You'll need
- Agreed scope
- Current delivery baseline
- New client request
- Request history
- Estimated delivery effect
- Pricing basis
- Relationship context
- Preferred response channel
You'll get
- The request classified against specific scope language
- Its effect on work, price, timing, and risk documented
- A response path selected
- Client-ready language prepared
- Written approval or a clear hold point before added work begins
- The ability to update the delivery baseline from the final decision.
By the end of this playbook
You will have:
- The request classified against specific scope language
- Its effect on work, price, timing, and risk documented
- A response path selected
- Client-ready language prepared
- Written approval or a clear hold point before added work begins
- The ability to update the delivery baseline from the final decision.
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
Agreed scope: One executive workshop, one findings memo, and two revision rounds for $18,000. Extra research and implementation are excluded. Current baseline: Discovery is complete. The workshop is May 14. About 18 project hours remain. Request: Add three department interviews and department-specific recommendations before the workshop. History: One extra interview was previously absorbed as a one-time accommodation. Effect: 14 to 18 added hours and a likely one-week delay. Pricing: $300 per hour for added work, four-hour minimum, 50 percent upfront. Relationship: Strong relationship with renewal potential. The sponsor needs operations approval for added budget. Channel: Email after meeting.
Sample assembled prompt
Classification: Material expansion. Reason: The request adds research volume,... The original agreement limits the work... Recommended path: Issue a paid change... This protects quality and prevents the... Recommended option: Add all three interviews... Invoice $2,400 on approval. Move the workshop from May 14... Alternative: Keep the May 14 workshop... No added fee if the existing... Approval condition: Don't schedule interviews...