Source
Which proposal, contract, message, invoice, or delivery record supports this action?
Template
A practical checklist for deciding whether a new client request changes scope, timeline, budget, or approval criteria.
Use it when
These templates are deliberately plain. The value comes from pairing the message with the source records that support it.
# Scope creep check
New request: [describe request]
Original scope source: [proposal / contract / approved change]
Check whether the request:
- Adds a new deliverable
- Changes timeline or launch date
- Adds revision rounds
- Requires new technical work
- Changes acceptance criteria
- Depends on a new person, tool, or asset
Decision:
- In scope: [why]
- Out of scope: [why]
- Needs clarification: [question to ask]
Suggested next step: [confirm / change request / later phase]
Before sending
Which proposal, contract, message, invoice, or delivery record supports this action?
Is the project confirmed, unclear, overdue, or blocked by a missing record?
Does the message fit the client relationship and the current state of the work?
Related
Independent professionals and small teams who need a calm, source-aware starting point before sending a client message.
Use it as a structure, then adjust the facts, tone, and relationship context before sending.
Check the relevant approval, scope, delivery, invoice, or payment record before using the template.
Early access
Early access helps us test these workflows against actual project records.