hands of people working on business performance strategy
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What to include in your business performance strategy scope of work

Ready to flex your business strategy expertise? Here’s how to create a business performance strategy scope of work template.

Welcome to Scope Smarter, Not Harder, a series from Wethos highlighting our services and scope of work templates from the Wethos Services Library. In this installment, we’re highlighting our top business performance strategy scope of work template!

Wethos users have access to over 60 scope of work templates and 700 services ranging from brand strategy to social media and design. Our scope of work tools streamline your proposal process so you can skip the freelance pricing mistakes and get to work.

Here’s our breakdown for a business performance strategy scope of work so you know how to charge for your next project!

Please note that our pricing recommendations are powered by tens of thousands of data points, all from real studios on our platform. If you have feedback on the pricing below, please let us know! We always want our system to become smarter with your help.

Business Performance Strategy scope of work total: $7,200

Phase 1: Audit for $3,600

Before you start strategizing, you’ve got to see what you’re working with. Our scope of work template describes this phase as an “initial audit of the client’s current business performance.”

Kick off this phase by analyzing the client’s current business strategies and practices. From there, you will create one report with initial recommendations. You’ll also conduct an audit of their customer base and sales processes, as well as analyze data from the client’s current conversion funnel. You should create a report for each of these line items for $900 each.

Phase 2: Strategy & Execution for $3,600

Now it’s time to strategize and execute on your learnings from the audit phase. Here’s the description of this phase from our scope template: “Based on findings of the audit, propose a strategy for the client to move forward and execute.”

The second and final phase of the business performance strategy involves developing sales strategies, making conversion recommendations, and identifying the best business intelligence platform for the client’s needs based on your findings. You’ll also create a metrics dashboard so the client can easily track important metrics going forward.


Next time you’re sitting down to build a scope on Wethos, make sure you’re saving time (and money!) with our snappy templates. Do you have a go-to template that you use on your own? We’d love to add it to our library — and compensate you!


Ready to scope your next project in under 5 minutes — and for free?