What happens after you sign up
No surprise onboarding calls, no setup invoice, no demo gate. Sign in, send your first intake link, and have a polished brief in your inbox within a week.
Create your first project
Sign in, pick a project type template (website, e-commerce, branding, web app…), and tweak the questions in 2 minutes. No credit card needed.
Send your first intake link
Share a branded link with a client. They answer in their own words — no login, no PDF, no back-and-forth.
Brief in hand
ScopePilot turns their answers into a polished 10-section brief and a proposal draft. Edit, export to PDF or Notion, send.
Faster sales cycle
By the end of the trial, most agencies have run 2–3 real clients through it and cut their intake time by 60–80%.
Your first-week checklist
Most agencies complete this list in under 30 minutes of total active time.
- Pick a project-type template (website, e-commerce, branding, web app, landing page, and more)
- Tweak intake questions to match how your agency sells
- Add your logo and brand colour (white-label on Pro and Team)
- Share a branded intake link with a real client
- Generate the 10-section brief and a proposal draft
- Export to PDF, Notion, or send straight to your project tool
Questions before you start?
Browse the templates, read the FAQ, or just sign in — the trial is risk-free and you can cancel any time.