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Scoping & change orders

How we price, track volume against SOW tiers, and raise change orders before absorbing work.

DraftOwner Rachel Burke· Updated Oct 9, 2026· 40% adoption

01Scoping

  • Start from the offer catalog. Custom scopes need VP sign-off.
  • Price from the rate card. Quote at about 60% delivery margin so the account lands near its 42% contribution target once revisions and unbilled time land.

02Volume tracking

  • Producers compare weekly asset counts with the SOW tier.
  • At 10% over, tell the client lead. At 20% over, raise a change order. Pulse reached 38% because this didn't happen.