stacktr.ee
By · Founder, Stacktree Last updated
template

A statement of work template the client can sign off from their phone.

In scope, out of scope, milestones, fees, change control. One click publishes it to your account as a private link. Fill it in from the agreed proposal, send the link with a passcode, and revise it in place until the client approves.

Use this template Open the example

No card. Free, with a passcode. About a minute.

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Open it full size Use this template

Scroll inside the frame, or open it full size. The button publishes this document to your account as a private link; edit it there, or hand the HTML to your agent to fill in.

What is a statement of work template?

A statement of work template is the structure a services firm fills in to fix an engagement before it starts: parties, scope in and out, deliverables, milestones, fees and payment schedule, assumptions, change control, acceptance and sign-off. This one publishes as a private link and is revised in place until the client approves it.

What is in the template

  • Parties and dates. Who is engaging whom, the start date, the end date or the trigger that ends it.
  • Background. Two paragraphs on why the work exists, taken from the proposal.
  • Scope. What is in, as a list. Then what is out, as a list of the same length. The second list is the one that matters in month three.
  • Deliverables. A table: the thing, the format, the date, who accepts it.
  • Milestones and timeline. Dated, and tied to the payment schedule below.
  • Fees and payment schedule. The total, the split, what triggers each invoice, payment terms.
  • Assumptions. What you are relying on from the client: access, people, decisions by dates.
  • Change control. How a request that is out of scope gets priced and agreed before it is done.
  • Acceptance. How each deliverable is accepted, and how long the client has to say otherwise.
  • Sign-off. Names, roles, dates, for both parties.

How to use it

  1. Publish it with the button. A private page in your account, nothing listed.
  2. Fill it from the proposal. The scope, dates and fees are already agreed; this document draws the lines around them. Edit the HTML, or give the template and the proposal to your agent and ask for the SOW in this structure.
  3. Write the out-of-scope list by hand. It is the one section a model will not write well, because it is the list of things you have learned to refuse.
  4. Send the link with a passcode. Revise in place as the client's questions come in.
  5. When it is approved, give it a date to come down or leave it up as the record. If the signature has to be legally binding, take the approved page into your e-signature tool.

Keep it next to the proposal

File the statement of work under the same client space as the proposal it came from and the reports that will follow. The client gets one address and one passcode for the whole engagement, and you get one place to see what they have and have not opened.

Which plan does this handoff need?

Filing work under a client is free on every plan. What a paid plan buys is time on the clock and an address of your own.

  • Free $0

    One handoff this week

    3 pages, each live for 7 days, passcodes included. If one comes down before you meant it to, it is restorable from the dashboard for 48 hours.

    Start free
  • Solo $19 a month

    A link the client keeps (paid-media dashboard, monthly report, proposal)

    25 pages that never expire, your own domain, one client space, passcodes and company-email gates, and no Stacktree footer.

    Start with Solo
  • Studio $79 a month

    Several clients, each with their own address

    Unlimited pages, 10 client spaces and 10 domains, so every client gets a permanent address, one passcode, and engagement detail on what they read.

    Start with Studio
FAQ

Frequent questions

What is a statement of work? +
A statement of work, or SOW, is the document that fixes what a services engagement will deliver: what is in scope and what is out, the deliverables, the milestones and the dates, what it costs and when it is paid, the assumptions both sides are relying on, how changes are handled, and how the work is accepted. It is the document a client signs off before the work starts.
What should a statement of work include? +
Ten parts: the parties and dates, background, scope with an explicit out-of-scope list, deliverables, milestones and timeline, fees and payment schedule, assumptions, change control, acceptance criteria, and a sign-off block. The out-of-scope list and the change control section are the two that save the engagement later.
What is the difference between a statement of work and a proposal? +
A proposal is written to be chosen. A statement of work is written to be signed. The proposal argues for the approach and states a fee; the SOW fixes the boundaries of what that fee buys and what happens when the client asks for more. Most engagements use both: the proposal wins the work, the SOW governs it.
Is a statement of work legally binding? +
It can be, when both parties sign it and it is attached to or referenced by a contract. This template is the working document: the scope, dates and fees, laid out so a client can review and approve them. For a signature that has to hold up legally, export the agreed page and run it through your e-signature tool, or attach it as a schedule to your master agreement. Nothing on this site is legal advice.
How do I use this template? +
Press Use this template and it publishes to your account as a private page. Fill it in from the agreed proposal, or hand the template and the proposal to your agent and ask it to draft the SOW in this structure, then check the out-of-scope list and the milestone dates by hand. Send the link with a passcode; revise in place until the client approves.
Can I see when the client has read the statement of work? +
Yes. The page shows when it was opened and by how many people, and on Studio how far it was read. Switch on the question box and you also see what they asked, which is usually the clause that needs a sentence more.
Keep reading

Other templates and guides

References

Sources and further reading

Publish the statement of work as your own private link.

Free, passcode included, about a minute. Revise it in place until the client signs off.

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