Answer a few questions about your project, add your scope items, and get a complete, professional Scope of Work document. Works for any type of client engagement — consulting, development, design, data, and more.
SOW Generator
Build your scope of work.
Fill in your project details, select scope items, and set your terms — the tool writes professional language, estimates hours, and generates a ready-to-send document.
SOW Generator
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HubSpot Project Popular
CRM, Marketing, Sales, Service, Ops, CMS, custom dev
General / Other
Design, development, data, marketing, ops & more
1Details
2Scope
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Fill in your company details and the client you're scoping for. Your provider info will be saved after you click Save.
Provider Information
Client Information
Engagement Details
Project Type
Select the type(s) of work being scoped, then pick your deliverables. Hours are estimated automatically — hover any item and click the pencil icon to override.
Training & EnablementTeam training & documentation
Select one or more that apply
Filter by Category
Scope Items
Hover any row and click the pencil icon to override hours. Add custom items below for anything not in the list.
Additional Scope Notes (optional)
Set your rate and payment structure. Estimated hours are pulled from your scope selection. The final document will include a full investment breakdown and milestone table.
Investment Structure
Consultants typically charge $100–$250/hr depending on specialty and market. This rate applies to all scope items and change orders.
Payment Terms
Revision & Change Policy
Rate for out-of-scope work. Often 15–20% above your standard rate.
Timeline
Legal & Delivery Terms
Business days client has to review each deliverable. 5 days is standard.
Increment when you resend after negotiation (1.1, 2.0 etc.).
Creates urgency. 14–30 days is standard practice.
Your SOW is ready.
Review the document below, then download as PDF or copy the text.
Scope of Work Document
Quick Reference
Who uses a SOW and when.
A Scope of Work protects both parties. Here are the most common use cases — and exactly what to include in each one.
HubSpot
HubSpot Implementation
Portal setup, pipeline builds, workflow automation, and data migration. Use the HubSpot mode to select from 30+ pre-scoped deliverables with built-in hour estimates.
CRM SetupWorkflow AutomationData Migration
Consulting
Consulting Engagements
Strategy, audits, roadmapping, and advisory work. A SOW locks in what you're delivering — and what you're not. Prevents scope creep before it starts.
Strategy DocGap AnalysisRoadmap
Development
Custom Development
Integrations, custom apps, API builds, and automation pipelines. Clearly define what you're building, acceptance criteria, and what a change order triggers.
API IntegrationCustom App BuildAutomation
Design
Design & Creative Projects
Brand identity, UI/UX, website design, and component libraries. Specify revision rounds up front — without a SOW, revision scope is always the first conflict.
Brand IdentityUI SystemWireframes
Retainer
Ongoing Retainers
Monthly recurring engagements. A SOW defines what's covered in the retainer, what triggers an overage, and how unused hours are handled — before any invoice dispute.
Monthly HoursOverage RateRollover Policy
Data
Data & Analytics Work
Reporting dashboards, attribution models, ETL pipelines, and data audits. Define data sources, deliverable formats, and who owns data quality to avoid last-minute surprises.
Dashboard BuildData AuditETL Pipeline
Training
Training & Enablement
Team training, SOPs, and documentation packages. Lock in session count, recording rights, and who attends — and specify what follow-up support is in vs. out of scope.
Live SessionsQuick Ref GuidesSOP Docs
Best Practice
Change Order Policy
Every SOW needs a clear change order clause. Set your change rate, minimum threshold for what's out of scope, and how long estimates are valid. This single clause prevents the most common billing disputes.
Change RateWritten Approval30-Min Rule
Best Practice
Milestone Payments
Tie payments to project milestones, not just time. A 50/50 or 3-phase structure aligns incentives and reduces non-payment risk. Always collect something before work begins.
50% Upfront3-PhaseNet 30
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HubSpot Experts
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We built this tool because we write these scopes every week. Let us handle the implementation too.