Everything you need to know to get started on Scope.
Scope 101
What is Scope?
Scope is the infrastructure for your service partner strategy. We formalize the relationships between software companies and service partners.
Who does Scope help?
We help partnership teams leverage service partners, leading to efficient internal systems and a more seamless customer experience.
Scope benefits
Service Partner Management
Organize service partners in one place, tag them with relevant fields like top performer and filter them based on their profile fields like location for efficient management.
Review service partner profiles to view their past projects, reviews, skills, and other software company verifications.
Verify existing partners for your company and explore our marketplace of service parters to verify additional ones as you scale up. This verification process can be tailored to your organization. Communicate with service partners by scheduling meetings directly and checking status updates for individual projects.
Customer - to - service partner handoff
Customize your customer handoff with a branded experience in which a customer never leaves your platform or follows easy links on Scope.
Templatize the process by which your customer begins working with a service partner through an easy discovery-to-contract flow. Scope handles the proposal, contracting and payment workflows to protect your customer and service partners.
Gain transparency into your customer’s journey from a distance to understand costs, communication, and pain points. Review average project risks, communication trends, service partner performance and team engagement
Ensuresuccess of projects with process landmarks, including proposals, contracts, and completion of work. Let your team jump in when an interaction doesn’t meet your customer experience standards.
How to sign up for Scope
Enter Scope through your email invite. Then, provide a few simple details, and you’re good to go!
Enter Scope through your email invite. Then, provide a few simple details, and you’re good to go!
Creating a new Scope project
Go to the Projects tab and tap New Projects.
Select the project type, choose who will pay for the project, and decide who knows the project details best (you or your customer).
Add a few details about the project, and we’ll find the best expert.
If you haven’t already, invite your customer to join the project so they can start engaging with the expert.
Track the project through proposal, contract, and build.
Overview of the project process
Introducing Scope to customers
Discover if they need help getting live.
What does your in-house development team look like?
How feasible would it be to implement this project internally?
How do you feel about bringing in a services partner to help set up our APIs?
What is your all-in budget for software and services to get you up and running?
Introduce Scope: Scope is our platform for connecting you to service partners
Use Scope to close sales
Gather early requirements to expedite the sales cycle.
What aspects of the project could they complete internally? What would need to be outsourced?
The more detail you can extract, the more accurately our experts will be able to estimate cost and timeline. This leads to higher conversions and more closed deals.
Dig deeper into the use case and do more discovery on their actual implementation requirements.
Convert lost customers with a reengagement campaign
Check closed lost pipeline and identify any deals you may have missed because of "lack of resources" or "timing." Scope will work with you to develop a closed lost campaign.
Track customer journey in Scope
As the project kicks off, maintain transparency using Scope.
Tune in to the project chat and progress tab. If anything stalls or the customer is confused, step in to keep the implementation process going smoothly.
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