Agencies and consultancies rarely lose money on their rates. They lose it in the gap between what the client believed and what the statement of work said — the revision round nobody bounded, the "small" integration, the approval that took three weeks while the team sat idle.
This agent turns discovery notes into a proper statement of work: deliverables stated as things that can be accepted or rejected, assumptions written down, dependencies on the client made explicit with what happens if they slip, and a change process that exists before it is needed.
Its most useful output is the exclusions list. It reads the notes for what the client clearly expects and the scope does not cover, and names each one — because that conversation is cheap now and expensive in week six. It prices nothing and signs nothing; commercial terms stay with a person.
Most overruns were visible in the discovery notes.
The document written while the conversation is fresh.
Or rather, the same ones, earlier and cheaper.
What the client thinks is in scope and is not. That conversation is cheap now.
"Strategy support" cannot be delivered. "A 12-page strategy document" can.
What you need, when, and what happens to the timeline if it is late.
Revision rounds, stakeholder counts, review cycles — the three that consume margin.
Agreeing how scope changes is easy in week one and impossible in week six.
Commercial terms are yours. It scopes.
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
Demo dataIllustrative sample output, abridged.
{
"client": "Northwind",
"serviceType": "Website rebuild",
"discoveryNotes": "…"
}{
"bounds": [
"Two rounds of revisions per template",
"One nominated approver",
"Two browser generations"
],
"escalate": false,
"exclusions": [
{
"item": "Content writing",
"whyClientMayAssumeIncluded": "They said \"you'll handle the pages\" — which they may mean as writing them, not building them."
},
{
"item": "CRM integration",
"whyClientMayAssumeIncluded": "Mentioned once in passing as something \"we'll want hooked up\"."
}
],
"deliverables": [
{
"deliverable": "Responsive marketing site, 8 page templates",
"effortBasis": "8 templates at the complexity described in discovery.",
"definitionOfDone": "Templates delivered in the agreed CMS, passing the agreed browser matrix."
}
],
"clientDependencies": [
{
"by": "Week 2",
"ifLate": "Delivery moves day for day.",
"needed": "Final copy for all 8 templates"
}
],
"needsClarification": [
"Who writes the content?",
"Is the CRM integration in this engagement or the next?"
]
}No integrations required.
Notes to statement of work in one pass.
Find what is unbounded before it is signed.
See which unstated assumption is causing it.
$179/month
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits.
No. It scopes the work and estimates effort only where the notes support it. What you charge is a commercial decision that depends on things not in a discovery note.
No. It is a scope document to be reviewed and, where it forms part of an agreement, checked by a lawyer. It never writes legal terms.
It says so and lists what to ask before quoting. A confident SOW built on a thin call is exactly how the margin disappears.
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