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Built for Agency Ops

Your business,
finally in sync.

We audit how your team actually works, then build custom automations into the tools you already use, turning scattered work into real-time visibility and a single source of truth.

Custom-built for the tools you already use Privacy-first architecture Built by an agency veteran

Not another SaaS platform to adopt. ScopeStack is an audit plus custom automations, built into the tools your team already uses.

$0K
Annual Revenue Lost
Proposal.biz, 2025
0h
per Proposal
Loopio RFP Benchmarks
0%
Less Time Writing
Noy & Zhang, Science 2023
0%
of Workday on Overhead
Asana Anatomy of Work, 2023
01 — The Problem

Nobody has the
full picture.

Your team's work is scattered across Slack, email, docs, and half a dozen project tools. Status is always a day stale, briefs get lost in translation, and leadership is flying blind.

The gaps don't just slow you down. They quietly bleed margin, every week, on every project.

01Parsing vague client briefs into actionable scope documents3–6 hrs
02Writing meeting recaps and extracting action items per call45 min
03Compiling weekly status reports for each active client2 hrs/wk
04Catching scope creep after it's already a budget crisis$8k avg
05Realigning teams after miscommunicated client requests4 hrs
Total weekly overhead per team member~9–13 hrs
02 — The Solution

One source of truth.
Everything in sync.

No new software, no extra dashboard to log into. We audit your workflows and build custom automations into the stack you already use, turning scattered work into a single source of truth everyone sees in real time.

Built into your stack

Works with the tools your team already lives in. No rip-and-replace, no migration project, no new logins to manage.

No new tools to learn

Real-time visibility

Every project's status, risks, and next steps, always current, never a stale weekly update written from memory.

Always up to date

A living source of truth

Scope, decisions, and deliverables stay in one place and stay in sync as work moves, so nothing gets lost in the handoff.

One place, in sync

AI does the busywork

Pre-built automations turn messy briefs, calls, and notes into client-ready deliverables in minutes, not hours.

Minutes, not hours
03 — How it works

From scattered
to in sync.

Start with an Audit →
01

Audit

We map your tools, workflows, and the gaps where work falls through. You walk away with a prioritized plan and the quick wins to start with.

02

Connect & automate

We build custom automations into the stack you already use, matched to how your team actually works. No rebuild, no new tool to learn.

03

Stay in sync

Real-time visibility and a living source of truth, maintained, refined, and expanded as your team and your projects grow.

04 — The Difference

See the automations
in action.

Real agency chaos in. Client-ready deliverables out. A taste of what ScopeStack automates every single day.

● Before — Raw Project Notes

ok so the rebrand went well i think. client happy. we did logo, website, some social stuff. took about 3 months. budget was 45k ish. they had 3 rounds of revisions which was annoying. biggest challenge was getting stakeholder alignment (the cfo kept changing the brand colors). end result looked good though. might use as case study?

ScopeStacktransforms
● After — Polished

Meridian Financial — Brand Identity & Digital Presence

Brand Identity · Web Design · 3 months · $45,000
The Challenge

Meridian needed a cohesive brand identity to unify their digital presence and signal enterprise credibility to institutional clients.

The Results

✓ 100% stakeholder sign-off · ✓ On-time delivery · ✓ Client satisfaction 9.2/10

Logo systemResponsive websiteSocial templatesBrand guidelines
Book a Call → + 19 more automations across 6 categories
05 — Pricing

Pick your starting point.

Three ways to work together, from a one-time audit to a fully custom build. Every engagement starts by meeting your stack where it is.

AI Audit
$1,000
one-time

A complete read on where your operations leak time, and the highest-leverage places to fix it.

  • Full gap analysis of your tools, workflows & handoffs
  • Tool & automation recommendations mapped to your stack
  • Prioritized opportunity map: high ROI, low effort first
  • Quick-win automations you can deploy right away
  • Findings report + a live walkthrough call
Book Your Audit →
Credited toward a Toolkit or Custom Build.
Toolkit + Workshop
$5,000
one-time

Everything in the Audit, plus the automation toolkit deployed and your team trained to run it.

  • Everything in the AI Audit
  • The full automation toolkit, deployed for your team
  • Live hands-on workshop for your whole team
  • 1:1 onboarding to your highest-leverage workflows
  • Custom workflow recommendations for how you work
  • 30 days priority support via direct channel
Book a Call →
Most teams start here after an Audit.
Custom Build
$10,000
starting at

Bespoke automations and a source of truth built around your exact tools, processes, and team.

  • Everything in Toolkit + Workshop
  • Custom automations built on your actual tool stack
  • Mapped to your existing processes & team structure
  • A source-of-truth setup tailored to your projects
  • Deep-dive workflow audit for the highest-value builds
  • Follow-up refinement session after delivery
Request a Proposal →
By application. Limited builds per quarter.
Start small

Not sure where to start?

Start with these mini automations to optimize every step of the project lifecycle. Our pre-built Gemini Gems (24 of them, ready to run inside your workspace) are the lowest-commitment way to feel the time savings firsthand. Buy once, share them with your team, and see what "in sync" actually feels like. Or book a free call and we'll point you to the highest-leverage place to begin.

One-time · lifetime access · runs in Google Gemini.

06 — FAQ

Questions, answered.

Is ScopeStack a tool or a service?+
A service, not software. We audit how your team works, recommend the highest-leverage opportunities, then build custom automations into the tools you already use. There's no platform to log into and no per-seat fees, just automations and a single source of truth wired into your existing stack.
Do I have to replace my current tools?+
No. ScopeStack works on top of the stack your team already uses. No rip-and-replace, no migration project, no retraining everyone on something new. We meet your tools where they are and connect them.
What's the AI Audit?+
A $1,000 deep read on your tools, workflows, and the gaps where work falls through. You walk away with a prioritized opportunity map, tool & automation recommendations mapped to your stack, quick wins you can deploy right away, and a live walkthrough. The fee is credited toward a Toolkit or Custom Build if you continue.
How fast do we see results?+
Quick-win automations can go live the same week as your audit. Most teams feel meaningfully more in-sync (fewer stale updates, faster turnarounds) within the first two weeks.
What are the $150 Gems?+
Pre-built Gemini Gem automations: the lowest-commitment way to try ScopeStack. 24 of them, instant, shareable across your whole team, lifetime access. They're the same kind of automations we deploy in the Toolkit, packaged so you can feel the time savings firsthand before booking a call.
Do we need Google Gemini?+
For the $150 Gems, yes. A free Gemini account works to get started, and Gemini Advanced is recommended for heavy use. Custom Builds can run on the tools and models your team already uses. Claude and Custom GPT versions are on the roadmap.
What's your refund policy?+
Gems: a 7-day refund window. Audit, Toolkit + Workshop, and Custom Build: refundable before the first session. Once work has begun, we focus on getting you to a great outcome rather than a refund.
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Get in sync

Ready to get your business in sync?

Book a call and we'll map the fastest path for your team.

Book a Call →
Works with your existing tools · Privacy-first · Built by an agency veteran