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Discovery call · Acme · scope reviewPhone · 48 min · Today, 11:30 AM

You

what did they agree to pay extra for?

CraftNote

Two add-ons beyond original scope: weekly status calls ($1.2k/mo) and dashboard customization (one-time $4k). Confirmed by the CEO at 31:15.

You

draft a change-order SOW for them

CraftNote

Change order drafted — add-ons documented, ready to send

Client call transcript

0:00

YouThanks for the time, both of you. I want to walk through the proposal and make sure we're aligned on scope before we sign.

0:22

Acme CEOSounds good. The base scope works for us. Where we want to push is the dashboard customization — that's the part our team will actually use.

0:48

Acme CTOAnd honestly, we'd want weekly status calls during the build. We've been burned before by month-long radio silence.

1:10

YouBoth fair. I can add weekly status calls as a $1.2k monthly retainer, and the dashboard work as a $4k one-time. Net 30 terms?

AI recap & action items

Discovery call · Acme Corp

May 28, 2026 · 48 min · 3 attendees

Engagement summary

Acme agreed to the base scope and two add-ons. Total engagement value increases from $18k to ~$23.2k once the change order is signed. Net 30 confirmed.

Action items

Draft change order for dashboard + weekly retainer — send Friday

Update invoicing schedule with $1.2k monthly add-on

Schedule kickoff call for the Monday after signature

Send separate SOW for the data-migration work flagged at 27:08

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Q3 Sales Kickoff — Recap & Action Items

May 10, 2026

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Ask: “summarize scope changes”

Discovery call · AcmePhone · 48 min

Scope changes, billable down to the line item.

In scope: base delivery $18k, Q2 milestone. Add-ons agreed: weekly status calls ($1.2k/mo), dashboard customization ($4k one-time). Out of scope: data migration — flagged at 27:08 for a separate SOW.

Yes, we'll cover the dashboard work — just add it to the next invoice.CEO · 31:15

+$5.2k Add-ons·1 Out of scopeAsk AI

Ask — then ask again

Client call · AcmePhone · 1h 5m

Drill into what they really said. Before you invoice.

Did they actually approve the dashboard work? Yes, twice — at 31:15 and 44:02. Worth capturing in writing before the change order.
Compare to the original proposal. Original scope didn't include weekly calls — that's a clean add-on, not feature creep.
Are there any verbal commitments I missed? One — they want a Q3 retainer. Brought it up at 52:18, didn't lock numbers.

3 Follow-ups· With timestampsAsk AI

Ask: “what did the client commit to?”

Discovery call · AcmePhone · 48 min

The exact line of commitment, quote-ready.

Yes, we'll cover the dashboard work — just add it to the next invoice.CEO · 31:15

Net 30 is fine. Send the invoice the day you ship.CEO · 39:42

billable evidencewith timestampsclient name on record

2 Commitments·1 QuestionAsk AI

Ask: “draft the client recap”

Discovery call · AcmePhone · 48 min

The client recap, so they sign before they forget.

DraftDrafted from your call

To: ceo@acme.com
Subject: Recap & change order — Acme engagement

Hi Sam — recap from today's call so we're aligned:

Base scope unchanged — $18k, Q2 delivery
Add-ons agreed: weekly calls ($1.2k/mo), dashboard ($4k)
Data migration scoped separately — I'll send a follow-up SOW

Draft ready·Tone professional + briefAsk AI

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This Week · Client Work

Deliverables & invoicing

✓Send change order to Acme (Tue)

✓Invoice Q2 retainer to LunaCo (Wed)

Draft proposal for new prospect (Thu)

Call with returning client at 2pm (Fri)

Update SOW templates (Sun)

“Every client wants something different — proposal, scope, recap, contract. CraftNote drafts in whatever format the client expects. I look 10× more professional than I did a year ago.”
Lena C.Independent Brand Designer

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Projektbesprechung Q3 — Zusammenfassung & Nächste Schritte

28. Mai 2026

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Client file — Acme engagement

May 28, 2026 · Confidential

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Scope changes, billable down to the line item.

Drill into what they really said. Before you invoice.

The exact line of commitment, quote-ready.

The client recap, so they sign before they forget.

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