freelance-scope-shield

Freelance Scope Shield

Overview

Scope creep is the #1 margin killer in freelance and consulting work. The pattern is always the same: a "small favor" in week 2, another in week 4, and by delivery the client is receiving 170% of what was priced — at 100% of the price. The freelancer knew it was happening and couldn't object without sounding hostile, because nothing formal existed to point at.

This skill creates the formal thing:

1. Scope registry — every deliverable of the engagement as structured data: what's IN, what's explicitly OUT, price, and the hourly rate implied by the original agreement.
2. Request classifier — each incoming client request is scored: IN-SCOPE (already paid for), OUT-OF-SCOPE (new work → change order), or AMBIGUOUS (boundary case → clarify in writing before touching).
3. Change-order math — impact hours × blended rate × risk multiplier (changes late in a project cost more — schedule compression, rework, context switching), producing a fair price for "just one small thing".
4. Creep pattern detector — over the engagement: who asks, what types of requests, what share become disputes, and a creep velocity metric (added hours per week) that tells you when a client is unprofitable.
5. Letter generator — polite, professional decline/counter letters that cite the registry and offer a path forward. The machine is the bad cop so you can stay the good cop.
6. Contract clauses — the six clauses that prevent the next creep (change-order procedure, acceptance windows, revision caps...).

When to Use

• "The client asked for X — is that in scope?" → classify, then decide
• Drafting a change order with defensible pricing
• Client pushing back on a change-order price → the letter cites math
• Engagement retro: was this client profitable? What request types crept?
• Writing your next contract with anti-creep clauses

Don't use for: employment disputes (different law), fixed-price catastrophes already in legal territory, or estimating new projects (that's pre-scope — this skill manages an agreed scope).

Quick Start

# 1. Register the agreed scope (the contract's deliverable list)
python3 scripts/scope.py init --project "Acme website" --rate 65 --currency USD
python3 scripts/scope.py deliverable --project . --name "5-page website" \
    --hours 40 --included
python3 scripts/scope.py deliverable --project . --name "logo design" \
    --hours 0 --excluded --note "explicitly out per contract §2"

# 2. Classify a client request
python3 scripts/scope.py classify --project . \
    --request "add a blog section to the site" --title "Blog section" --hours 8

# 3. Price it as a change order (late-project risk multiplier)
python3 scripts/scope.py changeorder --project . --title "Blog section" \
    --hours 8 --at-week 6

# 4. Record what actually happened (feeds the pattern detector)
python3 scripts/scope.py record --project . --title "Blog section" \
    --hours 8 --status disputed

# 5. See the creep pattern
python3 scripts/scope.py pattern --project .

# 6. Generate the letter (decline / counter / escalate)
python3 scripts/scope.py letter --project . --title "Blog section" \
    --mode counter --out letter.md

How Classification Works

A request is classified by explicit matching against the registry:

• IN-SCOPE — matches a deliverable flagged included (the client already paid; do it, log it against that deliverable's hours)
• OUT-OF-SCOPE — matches an excluded entry or no entry (new work: change order required before work starts)
• AMBIGUOUS — partially overlaps an included deliverable; the tool drafts a one-paragraph clarification request, because ambiguity resolved verbally becomes tomorrow's dispute

No AI classification — the registry is explicit, so decisions are checkable by both sides. That's the point: it converts a social confrontation into arithmetic.

Change-Order Pricing

price = hours × rate × risk_multiplier(week)
risk_multiplier: week 1-2 → 1.0    (cheap to change early)
                 week 3-5 → 1.15   (rework + context switch)
                 week 6+  → 1.3    (schedule compression)
                 post-delivery → 1.5 (new engagement terms)

The multipliers aren't punishment — they're what the change actually costs: late changes force rework of finished work, break concentration, and compress testing. Publishing this formula in your proposal is the single most effective anti-creep move (see contract clauses).

The Letters

Three modes, always citing the registry:

• decline — "outside our agreed scope (§ registry), happy to quote as a separate engagement"
• counter — "outside scope; here's the change order at $X (math attached); approve and I start Monday"
• escalate — for the 3rd+ unpaid out-of-scope request: restates the boundary, lists the accumulated goodwill work, and asks for a scope-realignment conversation

Tone rule baked into templates: warm to the person, firm on the scope. The relationship stays human; the boundary stays mechanical.

Common Pitfalls

1. Not writing down what's OUT. An "included" list without an "excluded" list is half a contract. Explicitly excluded items (revisions beyond 2, third-party costs, content writing) are what make classification defensible.
2. Doing the ambiguous favor "just this once". Every undocumented favor rewrites the de-facto scope. Classify first, even when the answer will be yes.
3. Pricing changes at the original rate late in the project. Late changes cost more than early ones; charging the same flat rate subsidizes the client's indecision.
4. Skipping record. The pattern detector only works on logged requests. A creep pattern you can't show is a pattern you can't negotiate with (or a client you can't fire).
5. Using the letter as a weapon. The letters are polite by design; if you're angry, draft, sleep, then send. The tool is the bad cop.

Verification Checklist

• Registry has explicit included AND excluded entries before work starts
• Every client request gets classified before it gets worked
• Change orders priced with the week-based risk multiplier
• All requests (even declined) recorded for the pattern view
• Letters cite the registry, not feelings

One-Shot Recipes

The 6th "small favor":

scope.py classify --project . --request "add contact form" --hours 3
scope.py changeorder --project . --title "Contact form" --hours 3 --at-week 7
scope.py letter --project . --title "Contact form" --mode counter --out l.md

Engagement retro before renewal:

scope.py pattern --project .
# creep velocity > 15% of contracted hours/week → reprice or decline renewal

Next contract:

scope.py clauses