Scopeology
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Every client project, tracked by your agent.

The AI assistant for agency owners. It tracks every client project, answers client calls, turns your meeting notes into tasks and flags a deadline before it slips.

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Your client work this week

Example week

  • WorkingFernbrook rebrandReading your kickoff call notes
  • DoneOakline adsMonthly review Thu 2:00, invite sent
  • Needs youPell Dental siteWaiting on client copy since Mon

An agency week, client by client.

Each client is a project. You ask, Scopeology answers from that client's tasks, calls, notes and calendar.

  1. Monday

    Which client projects are behind?
    Two. Pell Dental has owed you their copy since last Monday, and the Fernbrook logo review slipped a day. Everything else is on schedule.
    2 projects flagged

  2. Tuesday

    Book the Oakline monthly review with their team Thursday afternoon.
    Booked Thursday at 2:00 with a video room. Invites are sent to the three people from last month's review.
    Booked Thu 2:00Video room ready

  3. Wednesday

    Here are my notes from the Fernbrook call. Turn them into tasks.
    Six tasks: three for design, two for copy, and one for you to approve the color set by Friday. Your notes are saved with the project.
    6 tasks addedNotes saved

  4. Thursday

    Who called while I was in the Oakline review?
    Pell Dental's office manager. Their copy arrives Monday. I moved the site launch task back three days to match.
    Message takenDue date moved

  5. Friday

    Draft a status note for Pell Dental.
    It's in your inbox: what's done, what's waiting on them and the new launch date. Read it and send it when you're ready.
    Draft ready to send

Example week. Names, companies and times are made up to show how Scopeology works.

What keeps the client work moving.

You keep

  • The creative calls and the final say
  • Pricing and scope with each client
  • The client relationship itself

Scopeology handles

  • Tracking every client project and its deadlines
  • Booking client reviews with video rooms
  • Turning call notes into tasks
  • Taking client calls when you are busy
  • Drafting status notes for you to send

Keep reading

Questions

Can I track each client as its own project?

Yes. Each client gets a project with its status, tasks, files, notes and calls. Ask which projects are behind and Scopeology answers client by client.

Can clients book time with me?

Yes. Share your booking page and clients pick a time that is open across your calendars. Every booking gets a video room and lands on your calendar.

What happens when a client calls and I'm busy?

Your number answers in Scopeology's voice, takes the message and turns it into a task on that client's project, so you see it with everything else for that client.

Will clients see anything from Scopeology?

Only what you choose to share: your booking page, meeting invites and the replies you send. Your projects, notes and tasks stay private to your account.

What does Scopeology cost?

There are two monthly plans, Max and Pro, with every feature and every agent in both. The Pricing page has the current prices.

Results vary. No specific outcomes are guaranteed.

Put every client on one agent.

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