SERVICE-ENQUIRY SCOPE WORKSHEET
Companion to: Turn a service enquiry into a scope you can confirm

Prepare one scope discussion after an enquiry reaches its responsible person.
This worksheet does not set a price, reserve capacity, send an estimate or authorize
work. Keep customer details in the appropriate work system. Use neutral references;
do not copy private customer records, credentials or unrelated documents here.

A. FILLED FICTIONAL EXAMPLE

Business: Birch Table Studio (invented)
Requester: A small workshop organiser (invented)
Enquiry: "Can you tidy up our workshop catalogue before the next season?"
Requested solution: Tidy the catalogue
Intended task: Let a reader find duration, supplied materials and required preparation
for each workshop
Current obstacle: Those details are not consistently findable in six descriptions
Evidence status: All details are invented for this exercise; no conversation occurred

Proposed output: One edited document with six workshop descriptions, each with the
three details clearly labeled
Starting material: Current six descriptions plus organiser-confirmed factual details
Included: Edit supplied wording; consistent structure; one revision from a single
consolidated response
Excluded: Inventing facts; adding workshops; PDF design; website changes; taking
bookings; promoting the catalogue
Review conditions: Organiser checks six descriptions against source facts; studio
checks agreed sections and the consolidated revision
Business outcome: Unknown; no bookings or conversion result promised
Open facts: Materials information for workshops five and six
Open business decisions: Delivery date, fee and available capacity
Execution/status: PRIVATE FICTIONAL PLAN; no estimate, agreement or work performed

B. THREE INDEPENDENT DECISION VARIATIONS

S01 — ESTIMATE
Assume all six descriptions and factual details are supplied, and proposed boundaries
are understood. Fee and timing are not agreed.
Next step: Prepare an estimate through the business's usual process.
Still not established: Accepted price, booked work, reserved date or completed service.

S02 — CLARIFY
Assume the two materials lists remain missing and the organiser also requests a
finished PDF.
Next step: Ask for the missing facts and clarify whether PDF design is a separate
task before presenting a complete estimate. If estimating a separated portion,
identify that portion and its assumptions explicitly.
Still not established: Complete scope, PDF capability, fee or delivery date.

S03 — OUTSIDE CURRENT SCOPE
Assume the organiser needs someone to run bookings and take payments.
Next step: Explain that the fictional editing service does not cover that work.
Offer another route only if a real appropriate route is known.
Still not established: Referral, booking or payment arrangement.

All three are hypothetical decisions. They do not score the prospect's value.

C. FICTIONAL READBACK

"The proposed task is to edit six existing workshop descriptions so duration,
supplied materials and preparation are easy to locate. You would supply and confirm
those facts. The proposed output is an edited document with one consolidated
revision; PDF design, website changes and bookings are outside it. The two missing
materials lists, fee and delivery date still need to be settled."

No message was sent. A correction or confirmation must be recorded in a real process;
silence does not establish agreement with this interpretation.

D. YOUR ENQUIRY AND CONTEXT

Neutral enquiry reference / responsible person:
Sheet version and date:
Initial requested solution, with source:
Intended task in your words (mark as interpretation until checked):
Current obstacle and concrete example:
What the requester said versus what you inferred:
One open, neutral question to clarify the obstacle:
Appropriate shareable source material, if needed:

E. PROPOSED SCOPE

Output and quantity/boundary:
Starting material the requester supplies:
Who confirms source facts:
Included work:
Excluded work:
Requester responsibilities:
Proposed review conditions:
Proposed revision boundary:
Desired delivery date and its source:
Actual availability decision (UNKNOWN until established):
Fee/budget question and its owner (UNKNOWN until established):
Business outcome not guaranteed by this output:

F. OPEN DECISION LOG (COPY A ROW PER QUESTION)

Missing fact or requested change:
Person who can answer:
Evidence/source needed:
What decision or work it prevents:
Next question/action:
Next review point and time zone, if time-specific:
Answer/status: UNANSWERED / ANSWERED WITH SOURCE / STILL UNCLEAR
Effect on proposed scope/version:

G. NEXT STEP AND READBACK

Decision: ESTIMATE / CLARIFY / OUTSIDE CURRENT SCOPE
Basis for that decision:
Smallest next action and responsible person:
Proposed readback naming output, inputs, exclusions and unresolved decisions:
Requester correction/confirmation and actual date (leave blank until received):
Revised sheet/version:
Remaining decisions before relying on an estimate:
Authority to start work: NOT ESTABLISHED / EXISTING PROCESS REFERENCE
Actual execution observations: NOT RUN unless supported by evidence

Keep requested timing distinct from accepted availability. Use the business's
existing process for fee, timing and authority. Preparing a scope is not a sale.

For CFAI workflow/access context: https://www.clickfunnels.ai/agents
The sheet does not grant builder access, configure intake, send a quote or publish.