Scope the deliverable and timeline

Packaged know-how that tells an agent how to do a job well.

You might say…

“Interest is not a sale — the moment I can describe exactly what they'll get, the conversation shifts from exploratory to real.”

What it does

Turns confirmed client interest in an adjacent line into a concrete scope — specific deliverable, boundaries, and timeline for the additional engagement.

Trigger: Use once the client has signalled appetite, to define exactly what will be done before pricing or agreement work begins.

I/O: Confirmed client interest + service-line methodology → scope document (deliverable, boundaries, timeline)

Recognise the problem?

The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.

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