Scope and fee preparation
Prepares a work breakdown and effort assumptions from past delivery, for the partner to price.
Win work
The saved work
An internal proposal that carries its scope
Which first onboarding process test should Birchwell choose after a checklist desk review and one internal workshop?
A short internal options briefing: current-process observations from the supplied materials; comparison of (1) retaining/tightening the existing meeting and project-folder process and (2) adding a form; discovery hypotheses; first-test decision criteria; and explicit exclusions and unresolved acceptance conditions.
No interviews, interview access, external contact, handover-file access, implementation or dashboard build. No claims of credentials, insurance, conflict clearance, resource availability, client agreement, budget, agreed fee, delivery date or award. Human estimates below are internal planning only.
A related local example. It shows the stated part of the work, not every step in this design. Read it in saved outputs
- Starts when
- Service approach selected
- What it works from
- Objectives, method, effort assumptions, rates and exclusions
- What it prepares
- Proposed work plan, scope options and fee assumptions
- What your team decides
- Partner agrees price, terms and commitments
What this helps your team do
This path has been checked in the fictional local build.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Supported scope, source access and authority are agreed for each installation.