How to Prepare for a Scope Call
Scope calls are essential to the early development process of building our customers’ automation solutions. Scope calls are the event that officially kick-off the project. These calls allow the customer to present the process from the absolute start (logging into their system) to the finish and all clicks and type-in steps in between.
So, you’ve been scheduled for a scope call with CampTek Software. Now what?
Our dream scope call starts like this: everyone logs into the call, CampTek does a brief review of what we need on the call, we hit record, and a customer/client team member who is well versed in the process we will be automating goes through every screen, click, copy/paste, etc. from start to finish. Sigh, that sounds really nice.
In reality, often scope calls come with their own unique set of challenges: teams who aren’t fully aware as to why we’re meeting, , zoom* issues, the list goes on. It is our practice to send out a pre-scope email to provide an overview of what to expect on these calls. However, let’s review how to have a successful scope call.