Free for agencies · use it on your next client call
The Client Booking & Portal Scoping Template
The questions, checklist and price guide we use to scope booking systems and client portals for agencies, so custom projects don't overrun.
- 20 discovery questions in 6 groups, ready to ask your client
- The 6 delivery steps, what usually goes wrong at each, and how to prevent it
- A rough price and timeline guide, plus the red flags to walk away from
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Why it exists
Custom projects rarely fail in the code. They fail in the brief.
“The client said ‘simple booking’. It turned out to need memberships, refunds and three locations.”
“We quoted two weeks. It took six, and we couldn't bill for the extra.”
“Nobody asked who should see what, so permissions were rebuilt at the end.”
“The old data and the accounting sync appeared in the final week.”
“After launch, nobody owned it, and the client kept calling us.”