Creating and Streamlining Scopes of Work

A well-crafted Scope of Work can lead to the discovery of a great client prospect or just as easily identify and point out an individual or group that may NOT be an ideal fit. Once a SOW can be agreed upon, it’s the tool that supports a thorough contract and serves as the roadmap for a successful engagement. 

If creating a SOW seems nebulous or evokes anxiety, fear not. During this session, we’ll dive into what a SOW is, why you need it, how it serves as a GREAT tool for you and your clients, considerations as you craft scopes, and components of truly excellent SOWs. 

We’ll share real-life examples from our own experiences (both good and bad), verbiage we use to cover ourselves AND our clients in our scopes, and how we use scopes to build effective communication and realistic expectations with clients and client prospects.

What We’ll Cover

• What is a scope of work
• Pre-crafting checklist
• Key components of SOW
• Benefits of utilizing scopes of work

Bonus Materials

• A PDF of the presentation slides
• Any additional handouts
• Access to the replay until April 30th, 2025