Proposals, Scope & Contracts
The proposal wins the work, and the scope protects the profit. A vague scope is where most lost margin and client disputes begin, because every extra request the client makes is real, unpaid work. A precise scope, plus a change order for anything beyond it, keeps the fee and the relationship intact.
This hub gathers what you need to win work without giving it away: the definitions, a free proposal and scope-of-work generator, ready-to-use templates, the scope-creep guide, and the proposals and contracts features.
Key definitions
Templates
A copy-paste client proposal with scope, timeline, and pricing.
A service contract covering scope, payment, IP, and termination.
A detailed scope-of-work template for marketing agencies.
A scope-of-work template built for social media managers.
A scope-of-work template for consultants and advisors.
In AgencyKit
Frequently asked questions
A short overview of the client’s goal, a clear scope of deliverables, a timeline, transparent pricing with a total, and simple terms with a way to accept. The overview should speak to the client’s result, not your internal process.
A proposal is what you send to win the work: it frames the goal and the price. A scope of work is the detailed list of deliverables that becomes part of the agreement once the client says yes. They overlap, and one often contains the other.
Start from a precise scope of work with an explicit out-of-scope list, track hours against it, and use a change order to bill anything beyond the agreed deliverables rather than absorbing it. Scope creep is a process problem, not a client problem.
Run all of this in one place
AgencyKit brings proposals, contracts, invoicing, payments, time tracking, retainers, and reporting into one workspace, so the numbers behind this guide stay live instead of scattered across tools.
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