What this solves
Agency Project Margin Guide helps agency operators improving proposal operations make proposal scope, pricing, payment schedules, exclusions, and approval mechanics easier to evaluate. A practical agency guide: margin must be visible before scope is sent, using the cost plus target margin framework.
Who it's for
agency operators improving proposal operations
Example output
A practical framework that can be translated into ScopePilot service templates and proposal sections.
How to use it in ScopePilot
Convert the guidance into service templates, pricing rules, proposal sections, and client approval records.
FAQ
Agency Project Margin Guide helps agency operators improving proposal operations make proposal scope, pricing, payment schedules, exclusions, and approval mechanics easier to evaluate. A practical agency guide: margin must be visible before scope is sent, using the cost plus target margin framework.
Margin check
ScopePilot shows quote price, estimated cost, gross profit, and gross margin before a proposal is sent.
Cost inputs
Add internal hours, estimated delivery cost, contractor cost, software cost, discount, and buffer before relying on the sale price.
Target margin
Workspace pricing rules define the target margin used for low-margin warnings.
Send guard
A proposal below target is flagged before sending, and the warning must be handled intentionally.
Proposal handoff
The public calculator can carry sale price, delivery cost, and target margin into the proposal setup flow.