Field note · Automation Scope and Change Pack

A small client request still needs an impact check

If you build automations for clients, “could it also handle invoices?” is the moment to compare the request with what was agreed. It may add extraction rules, access, testing and maintenance; the short message does not tell you how much work it creates.

First compare the request with the accepted scope. Is the input already covered? Is the expected output already defined? Does the request change volume, timing, data access or the supported exception path? Mark the result as included, excluded or requiring clarification, and cite the relevant scope section.

For a change, list the added activities and their effort. Include testing, documentation and handover as well as the build. Make the rate and any direct cost explicit. State what is uncertain instead of hiding it in a confident total.

The next action should be clear: answer the open question, approve the changed scope, or continue with the existing scope. A change request is not a way to make every conversation expensive. It keeps the client and agency aligned about what they are choosing before work proceeds.

Put the idea into practice with the Automation Scope and Change Pack. The free sample shows the approach before you buy.