microserv.io

Checkpoint 01 · Scope

Fixed price. One page. Before any work begins.

Every engagement starts with a one-page scope we both sign. It says exactly what is being built, what working looks like, and what it costs. We are publishing the format below so anyone — client or vendor — can use it.
The fee for the scope is small enough that walking away after it is a real, valid choice for both of us. That is the point.

Checkpoint 01 takes between three and ten working days, depending on how tangled the current process is. We sit with the people who actually run the work, we read the tools that touch it, we watch a tagged morning of inbound traffic, and we leave with one page that we both sign.

Everything that comes after — build, hand-over, retainer — is priced against that page. If the page is wrong, the engagement is wrong, so we take our time on it. And we will not let you sign a scope we know is too vague to deliver against.

The template

Eight fields. Nothing more.

An engagement scope longer than a page tends to be a scope that is harder to enforce. Ours fits, with margins. Each field is non-optional and non-decorative.

  1. 01The process
    One named workflow. One step in, one step out. Specific enough that two people on your team would describe it the same way without comparing notes.
  2. 02Working means
    A short, measurable definition. For example: "80% of inbound refund tickets get a human-approved reply within 4 hours, with no false approvals on amounts above €50."
  3. 03In bounds
    A list of tools the agent will read from and write to. Anything not on this list is out of scope for this engagement.
  4. 04Out of bounds
    Things we noticed but are not fixing here. Naming them on the page means we both know they exist; we just are not in this scope.
  5. 05Cost cap
    Two numbers, in writing. A per-task ceiling and a monthly ceiling. If either is crossed, the system stops, an alert fires, and a human decides what to do.
  6. 06Hours
    Our hours, fixed price. The price stays the same whether the work takes us less time or more. If it takes us more, that is on us.
  7. 07Calendar
    A no-later-than date for the next checkpoint. Not a stretch goal. The date by which the deliverable is in your hands or you stop paying.
  8. 08Definition of done
    A short test plan we both sign. If the test passes, the checkpoint is closed. If it does not, we keep going on our hours, not yours.

That is the whole format. If something on your engagement does not fit one of these fields, the answer is usually that it belongs in a future scope, not this one.

If you are comparing proposals

A short checklist for any AI engagement you are evaluating.

Whether you end up working with us, a different consultancy, or in-house, the same questions tend to predict whether an engagement will deliver. We use them ourselves when we accept work.

Common questions

What people ask before signing the scope.

How can you give a fixed price before knowing what is involved?
Because the scope is small. We pick one process, write down what working means in two sentences, and price the work to deliver exactly that. Bigger engagements are bigger only because they are several of these in sequence — each separately scoped and priced.
What if our process turns out to be more complex than expected?
Then we eat the extra hours, or we stop and re-scope together. The fixed price holds either way. The point of putting the scope on one page is so neither of us is surprised three months in.
Why publish the template?
Because the format is the easy part. The hard work is being honest about what is in scope and disciplined about what is not, and we do not have a monopoly on either. We would rather raise the bar of how scopes are written across the industry than gate the format.
Do you charge for the scoping itself?
Yes — a small fixed fee for Checkpoint 01. Small enough that walking away after it is a real, valid choice for both of us. That is the point: it is the cheapest way to find out whether we are a good fit before either of us commits the bigger budget.
What if we want to skip the scope and start building?
We will not. Without a one-page scope we have nothing to deliver against, which is not a position we will put either of us in. The scope is the contract.
Can we share the template with another vendor for a competing quote?
Yes — please do. The template is yours to use however you like. If a competing proposal hides pricing or refuses to commit to a definition of done, you have learned something useful for free.

30-minute call · no pitch deck

Bring one process. We will scope it on a page.

A 30-minute call. If we do not see a scope worth signing, we will say so. No deck, no follow-up sequence.