Off Prompt

AI Tools for Small Business

Operations

Draft a Client Scope of Work from a Raw Brief

Use this prompt at the start of a new client project to generate a full scope of work document from a raw client email or brief. Paste it into Claude or ChatGPT after collecting your client inputs, verbal notes, and standard terms.

The Prompt

You are helping a [type of service business — e.g., freelance graphic designer / web developer / marketing consultant] draft a scope of work document for a new client project.

Here is the raw client brief and/or email thread:

[PASTE CLIENT EMAIL OR BRIEF HERE]

Here are any additional verbal agreements or notes:

[PASTE YOUR NOTES HERE]

First, identify any ambiguous or missing information in this brief that could cause a dispute later — list each item clearly.

Then, draft a complete scope of work document with the following sections:
1. Project Overview
2. Project Objectives
3. Specific Deliverables — include a clear acceptance criterion for each deliverable
4. What Is NOT Included (Exclusions) — be thorough; derive this from ambiguous language in the brief
5. Timeline and Milestones
6. Payment Schedule
7. Revision Policy — limit client revisions to two rounds per deliverable unless otherwise noted
8. Client Responsibilities

Use the client's own language where possible. Flag any section where you've made an assumption rather than relying on stated information.

From the guide

How to use AI to write a simple scope of work document before you start a client project so disputes don't happen later →

Related Prompts