Delivery & Scoping Review
The Delivery & Scoping Review is a fixed-scope diagnostic of how an agency estimates, scopes, delivers, and measures technical work. It runs one to two weeks, examines your recent projects against what they actually cost to deliver, and returns a written findings document with a prioritized remediation plan. It is a paid, low-risk trial of working together.
Most agencies know something in delivery is costing them money and cannot say which thing. The review exists because guessing is expensive and a full retainer is a large first commitment. You get a specific answer, in writing, for a fixed fee — and if the answer is that your process is sound, that is a legitimate outcome and the review says so.
What's examined
- Recent statements of work — three to five, read against what those projects actually cost to deliver. Where the estimate broke, and whether the document had the assumptions and exclusions to protect it.
- Estimation practice — the method, who does it, and how it compares against measured delivery velocity.
- Delivery process — sprint cadence, backlog quality, acceptance criteria, QA, and where coordination work is currently being absorbed.
- Change control — whether scope changes are recorded and re-priced, and what has been absorbed silently in the last quarter.
- Tracking and measurement integrity — a structural check of conversion tracking and reporting on one representative client account, because delivery credibility usually fails at the number.
- Client reporting — the time it consumes, and how much of it is mechanical.
What you get
- A written findings document — specific, with the evidence attached, not a scorecard.
- A prioritized remediation plan: each item with an owner, an effort estimate, and the expected financial effect.
- A reusable SOW template and scoping checklist calibrated to how your agency sells.
- A tracking defect register for the account reviewed.
- A recorded walkthrough call with whoever needs to act on it.
How it runs
- DAY 1Kickoff call, document request, read-only access to one client account.
- DAYS 2–5SOW and estimate review, delivery process interviews with two or three of your people.
- DAYS 6–8Tracking and reporting review on the representative account.
- DAYS 9–10Findings written, plan prioritized, walkthrough call.
The fee
The review is a fixed fee, quoted on a short call once the number of SOWs, the size of the team, and the account under review are known. Fixed means fixed: the number in the engagement letter is the number invoiced, regardless of what the review finds.
If a retainer or project follows within sixty days, the review fee is credited against the first invoice. There is no obligation for one to follow, and roughly the point of the review is that you can act on the findings with your own team.
Questions
How do I know if my agency's delivery process is broken?
Three signals, in order of reliability: fixed-fee projects that land over estimate without anyone able to say where; developers who cannot state what they work on next without asking; and change orders that have never been issued despite scope changing on every project. Any one of those is a delivery process problem rather than a people problem.
How much of my team's time does the review take?
Roughly four hours total, spread across two or three people: a kickoff call, two or three thirty-minute interviews, and the walkthrough. Document gathering is the only other ask.
Will you tell my team they're doing it wrong?
The findings go to whoever commissions the review, and the framing is process rather than personnel. Most of what the review finds is structural — nobody was given the job — which is a fixable finding, not a performance review.
Do I have to hire you afterwards?
No. The remediation plan is written so your own team can execute it, with effort estimates per item. Where you want Kodelytics to execute, the review fee is credited against the first invoice within sixty days.
What access do you need?
Three to five recent SOWs, project time or cost data if it exists, and read-only access to one representative client’s Google Ads, GA4, and Tag Manager. Read-only: nothing is changed during a review.