The problem: After a client discovery call, service providers are left with scattered notes, vagueThe problem: After a client discovery call, service providers are left with scattered notes, vague
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The problem: After a client discovery call, service providers are left with scattered notes, vague budgets, and unclear scope — and somehow have to turn that into a professional proposal before the client goes cold.
The agent: Service Delivery Strategist is a Notion AI custom agent with three modes:
Mode 1: Discovery → Scope Brief
Mode 2: Scope → Proposal + SOW
Mode 3: Scope → Delivery Plan
@mention it on any set of client notes. Before it drafts a word, it asks up to 8 clarifying questions to lock down scope — or you say "assume" and it moves. Output includes deliverables, scope boundaries, assumptions, review rounds, and change control baked in.
The result: Messy call notes in. Client-ready document out. Under 5 minutes. Scope creep doesn't stand a chance.
Built with Notion AI. Designed for web designers, brand strategists, copywriters, and consultants. Link to my agent: https://www.notion.so/marketplace/custom-agents/service-delivery-strategist Link to my tutorial: https://youtu.be/JnJPcmw2d1k
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started