“That was never in the scope.”
Two sprints of new requirements arrived in stand-ups and Slack, and the invoice stayed the same.
Software houses
Management software for software houses.
Software scope changes constantly, and most of it gets built for free. AgencyGenie locks the scope of work, prices every new request as a change order before anyone writes code, and gets each release accepted on the record.
From $99/month · Your clients pay into your own Stripe account
Sound familiar?
Where the money leaks on this kind of work.
“The client won't accept the release.”
Nobody agreed in writing what done meant for this phase.
“We lost track of which vendor built what.”
Part of the build went to contractors, and the handoff files never came back.
What changes
What AgencyGenie puts on the record.
Change orders before code
A new request becomes a priced change order, signed before the work starts.
Phase acceptance on the record
Each release is accepted by the client in the portal, saved with the version and the date.
Scope of work that holds
The accepted proposal locks into an SOW with e-signature, and the deliverables carry their own definition of done.
Contractors in their own portal
Send custom work out for bids, then collect deliverables and handoff files through the Partner Portal.
Day one
Your starter catalog, ready to edit.
Your agency type decides which starter catalog loads when your account is created. Every deliverable carries its unit, its internal cost, the inputs you need from the client and the files you hand back, so proposals are priced from what the work really costs.
Usual setup
BasicProject ManagementSales Management
- Edit the costs and units to match your rates
- Build proposals from the catalog, with margin visible before you send
- Bundle deliverables into packages that sell at one price
Starter catalog · sample deliverablesUnit
- Discovery & requirementsper workshop
- UI/UX designper screen
- Feature developmentper sprint
- QA & testingper release
- Maintenance retainerper month
Proof
Every approval and payment, kept as evidence.
If a client disputes a card payment, the record is already assembled: the signed scope, the payment, the files they sent, what you delivered and each approval, with dates and versions. See how chargeback protection works →
Sign-off trail · example projectExample
- Proposal v3 sentFrom Scope Studio, by email and portal
- Proposal v3 approved and signedClient contact, signed in to portal
- Deposit paid, $2,400.00Card via your Stripe account
- Inputs received from clientUploaded in the portal, unlocks the work
- Stage 1 acceptedPhase acceptance recorded
FAQ
Questions about this setup.
How do change orders work?
A new request is priced from your catalog, sent to the client as a change order and signed before work starts. It is attached to the original scope of work, so the whole history stays in one place.
Can the client accept work phase by phase?
Yes. Each phase or release is sent for acceptance in the client portal, and the acceptance is saved with who accepted it, which version and when.
Can we assign development work to contractors?
Yes. Work can be sent out for bids and assigned to vendors, who deliver through their own Partner Portal with the task, its inputs and its deadline.
Other kinds of agency: Book writing & publishingSocial media marketingWebsites & ecommerce
See it loaded for your agency.
Book a 30-minute walkthrough. We load this starter catalog, build a real proposal with you, and show you exactly what your client sees when it lands.
