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Free Interactive Tool

The 47-point agency scoping checklist.

Stop leaving money on the table. Tick off every step from discovery call to signed SOW so nothing falls through the cracks. Your progress saves automatically. No email required.

Your progress
0 of 47 points complete
01

Discovery & Requirements

12 points
02

Pricing & SOW Structure

20 points
03

Sign-off & Kickoff

15 points
What's inside

47 points. Zero gaps.

01
12 Points

Discovery & Requirements

Goals, stakeholders, constraints, budget reality, decision-makers, risk flags, and dependencies. The groundwork that keeps a project from drifting before it starts.

02
20 Points

Pricing & SOW Structure

Scope boundaries, deliverables, exclusions, the pricing model, change orders, IP terms, and acceptance criteria. The clauses that decide whether you get paid for the extra work.

03
15 Points

Sign-off & Kickoff

Approvals, credentials handoff, cadence, RACI, milestones, and the 30-day health check. The handoff that turns a signed SOW into a project that actually runs.

Make it stick

Bake this into your stack.

A checklist only works if your team actually runs it. ScopeStack audits where scope slips on your projects, then builds these checks straight into the tools you already use, so scoping happens automatically. Book a call and we'll map the highest-leverage fixes.

Prefer async?

Want the editable version?

Drop your email and Tito will send the editable checklist plus the one place most agencies leak scope.

Common questions

FAQ

How does the interactive checklist work?+
Tick each item as you complete it. Your progress is tracked live at the top of the page and saved in your browser, so you can close the tab and pick up exactly where you left off. Use it live in client meetings or as an internal QA step before you send any SOW.
Is it really free?+
Yes, completely free. There is no email gate to use the checklist. If you want a hand applying it to your own pipeline, you can book a call with us, but it is entirely optional.
Who is this checklist for?+
It is built for digital agency founders, account managers, and project leads who scope client engagements across web, marketing, development, creative, or strategy. If you have ever had a project run over scope or had a client dispute what was included, this checklist will close those gaps.