Better Manage Scope: Keeping Clients on Track

Keeping clients on scope is one of the most significant challenges in the agency business. In fact daily, ineffective scope management is costing agencies a small fortune.

It’s one thing to write an effective scope, another to get it approved, and even more challenging to keep the client on track. This training session will address all three. We’ll outline how to better establish and manage SOWs, estimates, and proposals for every client project.

Step-by-step, this session will cover:

Better communicating the value of your agency’s work
Why scope creep happens (and why the agency team is responsible for it)
Principles for writing scopes that ensure the agency gets paid for everything
Securing client approval on these critical documents
How scope creep can become a revenue opportunity (when properly prepared for)
How to make it a standard practice to charge the client for all incremental work (without making it feel personal)

Ultimately, we’ll outline how to write and manage estimates/proposals/SOWs in a way that ensures the agency gets paid for all its work – while reducing scope creep and increasing margins.

Training Materials

Following the session, those who attend will receive one week of recording access.

Who Should Attend

This training is designed for team members (junior through senior) involved in developing and managing client scope.