Notes / Pricing / 4 min read

Scope a new hire can run

WhizSuite · 2026-09-11

Write scope for the person who will run the account in six months, not for the person who sold it.

Plain inclusions

Number of placements, networks, rounds, meetings, and the reply window. Use digits. "Ongoing support" is not a scope line. It is a mood.

Put exclusions under them. Shoots, paid media, community after hours, landing pages, print. The exclusions prevent the polite raid on your calendar.

Point at the living files

The scope should name where the calendar, the portal, and the invoice live. A new hire should open those and see the same month the contract describes.

If the contract says eight posts and the calendar shows fourteen, either the contract or the calendar is lying. Fix the lying one. Do not leave both up for the new person to reconcile from gossip.

Approver and hours

Include the approver's name, the zone, and the silence rule. Those operational facts are part of price because they change the work.

Update the name when it changes. A scope with a departed employee as approver is a fossil.

Hand the scope over with the login

On day one, the new account manager reads the scope and marks anything the team is doing beyond it. That list is either a change order or a stop. It is not a tradition.

Founders hate this exercise and need it most. Traditions are where margin went.

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