The 47-Point
Agency Scoping
Checklist
Stop leaving money on the table. This checklist covers every step from discovery call to signed SOW — so nothing falls through the cracks.
Zero Gaps.
Discovery &
Requirements
Client goals & success criteria, stakeholder mapping, technical constraints, existing systems audit, timeline expectations, budget reality check, decision-maker identification, approval chain documentation, competitive landscape, risk flags, dependency mapping, and project non-starters.
Pricing & SOW
Structure
Scope boundaries, deliverables table, phasing strategy, assumptions section, explicit exclusions list, pricing model (fixed vs. T&M), payment schedule, change order process, revision limits, licensing & IP terms, third-party costs, travel & expense policy, acceptance criteria, kill fee terms, force majeure, late payment clause, confidentiality, warranty period, support terms, and escalation path.
Sign-off &
Kickoff
Approval workflow, e-signature confirmation, kickoff meeting agenda, access & credentials handoff, communication cadence agreement, project management tool setup, RACI matrix, onboarding task list, milestone schedule, first invoice timing, success metrics definition, reporting format, QBR schedule, early warning indicators, and 30-day health check.
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FAQ
The checklist is delivered as a PDF — printable and fillable. You can use it in client meetings, during discovery calls, or as an internal QA step before you send any SOW. No special software required.
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It’s built for digital agency founders, account managers, and project leads who scope client engagements — web, marketing, development, creative, or strategy. If you’ve ever had a project run over scope or had a client dispute what was included, this checklist will close those gaps.