Visibility on What Your Agencies Are Delivering, and What It Should Cost

Coming Soon

Most marketing procurement teams can tell you what they’re spending on agency fees. Almost none can tell you what they’re getting for it. SOWs live in shared drives. Deliverable tracking happens in status meetings, if it happens at all. Reconciliation comes months late, after the budget’s already gone.

This isn’t a process problem. It’s a visibility problem. And spreadsheets won’t fix it.

Scope Optimizer brings structure and AI analysis to the entire scope lifecycle: creation, approval, tracking, and reconciliation. Built for the client side of the agency relationship.

What Scope Optimizer Will Do

• SOW creation from standardized taxonomies, not blank documents. Consistent language and structure across every agency and market.
• Real-time deliverable tracking. See what’s been delivered against what was scoped without waiting for quarterly status decks.
• Approval workflows that match your org’s hierarchy, with a full audit trail on every scope change.
• Budget reconciliation: scoped costs vs. actual, by agency, brand, geography, or business unit. Overages get flagged before they become surprises.
• Cross-portfolio reporting across your entire agency roster. Spot duplication, gaps, and reallocation opportunities that are invisible when each scope lives in its own spreadsheet.
• AI that finds patterns you won’t: anomaly detection, optimization recommendations, and trend analysis across hundreds of scopes.

Why a Separate Module?

Every competitor bundles scope management with rate card management into one expensive package. That forces you to buy capabilities you don’t need yet. Scope Optimizer and Rate Card Optimizer are independently deployable. Start with one. Add the other when the need is real.

Built for Every Organization

Existing scope management tools were built for Fortune 500 budgets and Fortune 500 timelines. That’s left everyone else with spreadsheets. Scope Optimizer works for organizations of all sizes: enterprise teams managing complex multi-agency portfolios, mid-market teams who’ve outgrown manual processes, and growing organizations getting structured for the first time. It deploys in days, configures to your workflow, and scales with you.

Who It’s For

Marketing procurement leads managing agency spend across multiple agencies and markets. Agency management teams who’ve outgrown spreadsheets but aren’t ready for a heavyweight platform commitment. CMOs who want structured oversight of what their agencies are delivering without adding headcount to get it.

Get Notified

We’re building Scope Optimizer now. If you want early access or want to shape what it becomes, get in touch.