Write down included work, exclusions, responsible contacts and the process for agreeing extra charges. Leave with a job-scope PDF and a client message you can use.
No account or payment required. Start with your next job or a fictional crane-hire or striping example.
START WITH A REAL TASK
Build your job-scope brief.
Adapt every example to your job. Rates and commercial terms are yours to agree. Keep technical planning and safety approval with qualified people; this worksheet handles the commercial discussion.
Examples are practice material, not recommended prices. Or fill in the blank fields yourself.
0 of 6 sections filled · 0 of 6 self-review checks complete
Make it specific, then review it.
Fill the six sections and use the checks to catch missing details. You can download an unfinished draft at any time; it will flag what still needs review.
These are self-review prompts, not an automated quality score or legal review.
Preview my client discussion email
Nothing is sent automatically. Replace [client name] and [Your name], check the details, then send it yourself.
Subject: [Project] — scope and next steps to review
Hi [client name],
Before we start, please review the proposed brief below. In particular, please check the deliverables, your inputs, timing and payment steps.
PROJECT BRIEF — FOR CLIENT REVIEW
MicroFreelanceHub | https://www.microfreelancehub.com/challenge
CHECK BEFORE SHARING: Job, customer and site; Included work and completion record; Exclusions, extra charges and changes; Site inputs and responsible contacts; Price, job records and payment timing; Extra-work response
JOB, CUSTOMER AND SITE
[To complete]
INCLUDED WORK AND COMPLETION RECORD
[To complete]
EXCLUSIONS, EXTRA CHARGES AND CHANGES
[To complete]
SITE INPUTS AND RESPONSIBLE CONTACTS
[To complete]
PRICE, JOB RECORDS AND PAYMENT TIMING
[To complete]
EXTRA-WORK RESPONSE
[To complete]
Educational starting point, not legal advice. Confirm actual scope, dates, amounts and approval with your client.
Please reply with any corrections or open questions. After we agree on the details, we can document the terms and confirm the next step. This message does not treat silence as approval.
Thanks,
[Your name]
Keep your work for tomorrow.
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THREE SHORT STEPS
From a vague request to a documented next step.
01
Separate included work from extras.
“Bring a crane” is not a complete commercial scope. Identify the job, location, proposed window, included service and quoted limits. For striping, list approved quantities and boundaries. Record what is excluded, rather than assuming the customer knows.
Your task: Fill the first three sections. Have you named what changes the quote: added work, waiting, a return visit or a changed window?
Ready when: another person can distinguish included work from a request needing a new estimate.
02
Name the approver and the records.
The person on site may not be authorized to approve a cost change. Confirm the commercial contact, required PO, price components, any minimums and invoice due event. Record job times and exceptions under the agreed process; a completed worksheet is not evidence of customer approval.
Your task: Fill contacts and payment details. For every missing item, name who will confirm it before you rely on it.
Ready when: you know which records support the invoice and who reviews changes.
03
Offer a documented choice.
“The additional work is outside the scope we priced. I can prepare the extra cost and timing for review, or keep the original scope if feasible. Who should approve the revised terms?”
Your task: Write a reply for one likely change. Separate commercial approval from any technical review needed. Do not invent a charge after the fact or treat silence as agreement.
Ready when: the customer understands the proposed change, its price and the approval still needed.
KEEP THE CHALLENGE LINK HANDY
Email me the challenge instructions.
Keep the lesson link, video and simple instructions in your inbox. Your free brief and downloads are available whether or not you sign up.
Separate equipment, labor, travel and other proposed charges. Download an itemized change proposal and record the job reference, approver, evidence and commercial next step. Reuse your working draft with optional browser saving.
Included with existing paid plans starting at $9/month. No additional toolkit fee. The free job brief stays free.
Copy your brief into the agreement builder when ready. Review the terms with your customer. The toolkit does not send proposals, collect signatures or invoice clients automatically; consult each platform plan for its separate features.
Commercial planning aid, not legal, engineering or safety advice. Crane examples do not replace lift plans, load/capacity checks, ground assessments, permits or qualified-person decisions.