Creative Scoping + SLAs

Effort Calculator

Used to estimate project hours and costs across all creative disciplines, with an AI-powered scope description generator built in to streamline budget language and ensure all necessary scope disclaimers are included.

How to use it:

• Open the Effort Calculator from the tool homepage
• Enter Client, Project Name, and Cost Rate
• Allocate hours per discipline across up to 6 rounds (R1-R6) - use the FAT column to add contingency (usually 10-20% of total hours estimated for each round)
• In the Proposal Description section, click Generate Description to open the scope generator
• Paste your brief into the text area - remove any personal contact details before submitting
• Click Generate Scope to produce structured, client-ready proposal language in seconds
• Use Refine to adjust the output based on feedback, or Query Brief to ask questions about the brief
• Click Insert into Proposal to copy the text into your Proposal Description
• When complete, click Export Excel to download the estimate and upload it as a tab into the client's existing effort calculator (found in 01 AGREEMENTS & ESTIMATES within each client's directory). If no calculator exists yet, the exported file becomes the starting point

For simpler projects, add task notes to your project plan explaining how you calculated the hours - no calculator required. See the visual example opposite.

Brand Scoping Calculator

Pre-built scoping packages for brand and campaign projects, with indicative hour ranges and costs by discipline.

How to use it:

• Select a package that matches your project type
• Toggle deliverables on or off - Core items are recommended inclusions, Add-On items are optional
• Expand any row to adjust hours by discipline if needed
• Update discipline rates in the left sidebar if your project rates differ from the default
• The tool calculates a Low / Mid / High cost range based on your selections
• Click View Client Summary for a clean output to reference in your proposal

Available packages:

• Campaign Development
• Brand - Gold (Brand Development + Internal Positioning)
• Brand - Silver (Brand Positioning + Customer Research)
• Brand - Bronze (Brand Positioning Lite)
• Brand - Internal (Internal Brand Strategy)