Send the SOW. See which approvers opened it.
Objectives, scope, timeline and fees on one page, with your e-signature link at the end. Each approver gets their own link, so you know who has opened it before you chase a signature.
For consultants, agencies and services teams.
Prepared for Fernway Outdoor
Statement of work: Q1 retainer
- Objectives3 goals
- Scope and deliverables8 items
- TimelineJan–Mar
- Fees and termsMonthly
Sign in DocuSign
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
SOWs bounce between three versions in email.
The person signing never read the scope.
Scope creep starts with "I thought that was included."
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in a statement of work
- 01
Objectives
What success looks like.
- 02
Scope and deliverables
Exactly what you'll deliver.
- 03
Out of scope
So nobody's surprised later.
- 04
Timeline
Dates and dependencies.
- 05
Fees and terms
Plus a link to sign.
The prompt for Claude
ChatGPT coming soonTurn these notes into a statement of work page in Journey for [CLIENT]. Include the objectives, scope, deliverables, what's out of scope, the timeline, fees and terms. Require an email before anyone can view it, and make a link for each stakeholder.
Why send a statement of work with Journey
SOWs stall when one approver hasn't looked. A link per approver shows you who that is, and an edit reaches every link to the page, so nobody signs an old version.
Questions
Frequently asked questions
Can I update the SOW after feedback?
Yes. Edit it once and every link shows the update, so nobody signs an old version.
Does Journey collect signatures?
No. Add your DocuSign or PandaDoc link to the page for the signature.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the statement of work and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.