Setup time
20 min
One-time
Time saved
~3 hrs
/mo
Tools
Claude AI
Free tier works
Difficulty
Intermediate
No code
Cost · AIM Pro
R299
approx. €16
Once-off to unlock
What this workflow does
This workflow uses AI to systematically compare your original project scope against what has actually been delivered or requested, identify where scope has expanded without a change order, quantify the value of that extra work, and draft a professional conversation to address it with the client. It turns an uncomfortable conversation into a documented, evidence-based discussion — and then tightens your future proposals so the same conversation never needs to happen again.
Who it's for
- Consultants and freelancers who regularly deliver more than they invoiced for
- Agency owners whose projects consistently run over budget without additional revenue
- Fractional executives managing client engagements with evolving requirements
- Anyone who has ever finished a project and felt they worked twice as hard as the fee reflected
Input
Original scope + delivery log
Contract, brief, or proposal + notes
Output
Scope gap report + change request draft
Evidence-based, ready to send
What you'll need
What good looks like
Scope review — Acme Co. · May
3 items outside original brief
Additional work identified
Estimated value
€2,400
Example output
- A clear list of deliverables from the original scope, each marked as in-scope or expanded
- Each out-of-scope item described in neutral, factual language — not accusatory
- An estimated time and fee value attached to each additional item, with a confidence rating
- A fee-ratio insight: additional work expressed as a percentage of the original engagement fee
- A draft email that is firm but relationship-preserving — and personalised enough to send without editing
- A proposed path forward: retroactive charge, credit, or future change order process