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The 40-Point Freelance Scope Checklist

Forty yes-or-no checks to run before you send a proposal and again before kickoff. It takes about five minutes. Every unticked box becomes a question for the client, a line under Assumptions, or a line under Not included, before it turns into unpaid work.

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First page of The 40-Point Freelance Scope Checklist PDF

What's on it

Eight groups, in the order a project usually goes wrong.

  • 01

    People and decisions

    4 checks

  • 02

    Outcome

    4 checks

  • 03

    Deliverables

    6 checks

  • 04

    Inputs and dependencies

    5 checks

  • 05

    Timeline

    4 checks

  • 06

    Money

    7 checks

  • 07

    Risk

    5 checks

  • 08

    Proposal hygiene

    5 checks

A few of the 40

  • Revision rounds are numbered, and “revision” vs “new request” is defined
  • It’s clear what pauses the clock (late inputs, late feedback)
  • Change requests have a rate or a process
  • The riskiest assumption is written down

Where it comes from

The checklist is Part 4 of WorkCue's Freelancer Proposal Autopilot Kit ($9 on Gumroad). The free PDF is the full 40-point list. The kit adds the prompts, proposal template and saved instructions that use it. You don't need the kit to use the checklist.

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