1. Quick review
Prospect sends a sample, screenshot, or description of the workflow.
Quote & SOW
Quotes happen after the scope is visible.
Blue Line quotes work after reviewing file type, volume, cleanup rules, destination, timeline, and whether documentation or automation is needed.
2. Scope check
Blue Line confirms deliverables, data rules, timeline, dependencies, and acceptance criteria.
3. Written estimate
Client receives price, timeline, assumptions, exclusions, and SOW-style scope language.
Suggested acceptance language
Deliverables will be considered accepted unless material defects are reported within five business days of delivery. Requests that add files, systems, fields, business rules, automation steps, or documentation beyond the agreed scope will be handled through a written scope update or change order.
Download starter SOW
Use this as a lightweight template for scoped work.