Negotiation Skills for Entrepreneurs: Negotiating Scope, Change Requests, and Project Timelines with Clients

Capítulo 7

Estimated reading time: 10 minutes

+ Exercise

Why scope and timelines become the “default negotiation”

Most client friction is not about whether you can do the work; it’s about what exactly is included, when it will be delivered, and what happens when reality changes. If scope is vague, every new request feels “small” to the client but accumulates into missed deadlines, rushed quality, and margin loss for you. This chapter gives a practical system to define scope as measurable outputs, set assumptions and exclusions, manage change requests, and negotiate timelines using milestones and acceptance criteria.

1) Define scope as measurable outputs (not activities)

Clients often describe needs as activities (“design a website,” “run ads,” “build an app”). Activities are hard to measure and easy to expand. Outputs are deliverables you can count, review, and accept. Your goal is to translate the client’s request into a list of concrete deliverables with boundaries.

Output-based scope checklist

  • Deliverable name (what is being produced)
  • Quantity (how many pages, screens, concepts, revisions)
  • Format (Figma file, PDF, code repo, CSV export)
  • Quality/standard (responsive breakpoints, browser support, performance targets)
  • Owner (you, client, third party)
  • Due date (or milestone)
  • Acceptance criteria (how “done” is verified)

Example: turning “design our landing page” into measurable scope

ItemDefined scope (measurable)
Deliverable1 landing page design in Figma + mobile and desktop layouts
SectionsUp to 8 sections (hero, benefits, social proof, FAQ, etc.)
CopyClient provides final copy by date X; designer provides layout and basic microcopy suggestions
Revisions2 revision rounds after first concept
AssetsClient provides logo and approved brand kit; stock photos billed separately if needed
AcceptanceClient approves final Figma frame set; export-ready assets included

Step-by-step: scope definition in a client call

  • Step 1: Ask for the “inventory.” “What pages/screens/features must exist on day one?”
  • Step 2: Convert to outputs. Repeat back as deliverables: “So that’s 5 core pages, 2 templates, and a style guide.”
  • Step 3: Put numbers on revisions. “How many review cycles do you want included?”
  • Step 4: Define what is not included. “This covers design; development is separate unless we add it.”
  • Step 5: Confirm dependencies. “We can hit the date if copy and approvals arrive on time.”

2) Set assumptions and exclusions (so surprises don’t become free work)

Assumptions and exclusions are not “legalese”; they are the guardrails that keep timelines and budgets realistic. They also reduce emotional negotiation later because you can point to a pre-agreed framework.

Common assumptions to include

  • Client inputs: content, brand assets, access credentials, stakeholder availability
  • Response times: client feedback within X business days
  • Single point of contact: one decision-maker consolidates feedback
  • Tools and environments: hosting, analytics, ad accounts, project management tool
  • Compliance reviews: legal/security reviews happen within defined windows

Common exclusions to include

  • Additional revision rounds beyond what’s included
  • New pages/features not listed in deliverables
  • Data migration unless explicitly scoped
  • Third-party costs (licenses, plugins, stock assets, API fees)
  • Performance/SEO guarantees unless you can control all variables

Practical template: assumptions & exclusions block

Assumptions: Client provides final copy, brand assets, and access to required systems by [date]. Client feedback is consolidated and returned within 2 business days per review cycle. One stakeholder is designated as the approver for each milestone. Exclusions: Additional pages, features, integrations, or revision rounds beyond those listed in Scope are not included and will be handled via Change Request.

3) Handle scope creep before it happens

Scope creep is rarely malicious; it’s usually a natural result of learning. The solution is to make change a normal, priced, and scheduled process rather than an awkward confrontation.

Early warning signs

  • “While you’re in there…” requests during reviews
  • New stakeholders joining mid-project with new opinions
  • Unclear acceptance (“We’ll know it when we see it”)
  • Repeated “tiny tweaks” that are actually new requirements

Step-by-step: a scope creep response loop

  • Step 1: Acknowledge and clarify. “Got it—can you confirm the goal of this change and what success looks like?”
  • Step 2: Classify. Is it (a) within scope, (b) a swap, or (c) net-new work?
  • Step 3: Show impact. “This adds ~6 hours and pushes milestone 2 by 3 days unless we adjust.”
  • Step 4: Offer options. “We can (1) add it as a change request, (2) swap it with X, or (3) defer to phase 2.”
  • Step 5: Confirm in writing. Summarize the decision, cost, and timeline impact.

Simple classification rule you can share with clients

Within scope = same deliverable, same acceptance criteria, same effort band. Swap = remove something of similar effort to add the new item. Change request = anything that adds deliverables, increases revision rounds, changes acceptance criteria, or introduces new dependencies.

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4) Negotiate milestones and acceptance criteria (so “done” is objective)

Milestones reduce timeline risk by creating checkpoints where the client reviews and accepts work in parts. Acceptance criteria prevent endless cycles of subjective feedback and protect you from “We’re not happy” after you delivered what was agreed.

Designing milestones that work

  • Milestones should map to decisions. Each milestone ends with an approval that unlocks the next stage.
  • Limit open-ended review. Define review windows and what happens if feedback is late.
  • Keep deliverables reviewable. Avoid milestones that are too large to evaluate quickly.

Example milestone plan (service project)

MilestoneDeliverablesClient acceptance criteriaReview window
M1: Discovery & planRequirements doc + sitemap + timelineApproved scope list and priorities2 business days
M2: First draftDesign concept(s) or prototypeDirection approved (layout, style, key components)3 business days
M3: FinalizationFinal designs/assets or buildMatches approved direction + passes checklist2 business days
M4: Launch/hand-offDeployment + handover docsSmoke test passed + access delivered1 business day

Acceptance criteria examples you can reuse

  • Web build: “Pages render correctly on latest Chrome/Safari/Firefox; mobile breakpoint at 375px; no critical console errors; forms submit to specified endpoint.”
  • Content: “Delivered in Google Docs with headings, meta titles/descriptions, and internal links per outline; one revision round included.”
  • Analytics: “Events tracked for X actions; verified in GA4 DebugView; dashboard shows last 7 days of test data.”

5) Price change requests (and make them easy to approve)

Change requests are where entrepreneurs often lose money: they either say yes for free to preserve goodwill, or they say no abruptly and strain the relationship. A good change process makes it simple for the client to choose, with clear pricing and timeline impact.

Three pricing models for change requests

  • Fixed fee per change: Best for standardized add-ons (e.g., “Add one new page template”).
  • Time & materials: Best when requirements are uncertain; include an estimate range and a cap.
  • Change budget/retainer: Pre-purchased hours for ongoing tweaks; reduces friction and speeds decisions.

Step-by-step: writing a change request

  • Step 1: Describe the change in one sentence. “Add a pricing page with 3 tiers and FAQ.”
  • Step 2: List new deliverables. “1 new page design + 1 mobile layout + 1 revision round.”
  • Step 3: State impact. “Adds 8–10 hours; shifts launch by 4 business days.”
  • Step 4: Price it. Fixed fee or hourly estimate with cap.
  • Step 5: Provide options. Add now, swap, or defer.
  • Step 6: Require explicit approval. “Reply ‘Approved’ to proceed.”

Change request mini-template

Change Request #03 — [Title]  Requested change: [1 sentence]  Added deliverables: - [deliverable 1] - [deliverable 2]  Impact: +[hours] effort; timeline shifts from [date] to [date]  Price: $[amount] (or [rate]/hr, estimate [range], cap $[cap])  Options: A) Add now (above impact) B) Swap: remove [item] to keep timeline C) Defer to Phase 2  Approval: Reply “Approved CR#03” to proceed.

6) The “timeline triangle” exercise (scope–time–cost trade-offs)

When a client asks for “more scope by the same deadline for the same price,” you need a simple visual to reset expectations without sounding defensive. The timeline triangle frames the project as three linked variables: scope, time, and cost. If one changes, at least one of the others must change too.

How to run the exercise in 5 minutes

  • Step 1: Draw a triangle on a shared screen or paper and label corners: Scope, Time, Cost.
  • Step 2: Lock what’s truly fixed. Ask: “Which of these is non-negotiable?” (Often time is fixed due to a launch.)
  • Step 3: Show the trade-off. “If we keep time fixed and increase scope, cost increases (more people/hours) or quality risk increases.”
  • Step 4: Offer controlled choices. “We can keep the date by reducing scope to the must-haves, or keep scope by moving the date, or keep both by increasing budget.”
  • Step 5: Confirm the chosen constraint. “So we’re prioritizing launch date; we’ll trim scope to X and defer Y.”

Example script using the triangle

“Let’s use a quick triangle: scope, time, and cost. Right now we’ve set scope A by date B for cost C. If we add the new feature, we can either move the date, increase the budget to add capacity, or swap out another item to keep the plan. Which lever do you want to pull?”

7) Sample language: push back professionally, offer options, confirm in writing

Pushing back without saying “no”

  • Clarify: “I can do that—can you confirm whether it’s replacing something in the current scope or in addition to it?”
  • Boundary: “That’s a great idea, and it’s outside the deliverables we agreed. I can price it as a change request.”
  • Dependency: “We can hit Friday if we get consolidated feedback by Wednesday 3pm.”
  • Risk framing: “If we add this without adjusting the plan, the risk is we compress QA and quality drops. I don’t recommend that.”

Offering options (client feels in control)

  • Option set (add/swap/defer): “Option A: add it (+$X, +Y days). Option B: swap it with [item] to keep the date. Option C: defer to phase 2.”
  • Fast vs thorough: “We can do a quick version by the deadline with limited customization, or a full version that takes an extra week.”
  • Budget-based: “If we keep the budget fixed, we’ll need to reduce scope to the top 3 priorities.”

Confirming decisions in writing after calls (essential)

After any call where scope or timeline is discussed, send a short recap email/message. The goal is to remove ambiguity and create a shared record. Keep it scannable and decision-focused.

Post-call recap email template

Subject: Recap + next steps — [Project] — [Date]  Hi [Name],  Recap from today’s call:  1) Scope confirmed: - Included: [deliverables] - Excluded / deferred: [items]  2) Timeline: - Milestone 1 due: [date] - Milestone 2 due: [date] - Launch/hand-off: [date]  3) Acceptance criteria for next milestone: - [criteria]  4) Change requests: - CR#03: [summary] — pending approval / approved  Client actions: - Provide [asset/content] by [date] - Consolidated feedback by [date]  Our actions: - Deliver [deliverable] by [date]  Please reply “Confirmed” or note any corrections by [deadline].

8) Practical micro-systems that prevent deadline fights

Use a “definition of done” checklist per deliverable

Attach a checklist to each major deliverable so acceptance is predictable.

  • Meets listed requirements
  • Passes QA checks (links, responsiveness, errors)
  • Files delivered in agreed format
  • Stakeholder approval recorded

Set a feedback cadence and a “silence rule”

To protect timelines, define what happens if feedback is late.

Feedback window: 2 business days per milestone. If feedback is not received by the deadline, the schedule shifts day-for-day, and the next milestone date updates accordingly.

Cap revision loops

Revision caps are not about being rigid; they prevent endless iteration without decisions.

Includes 2 revision rounds. Additional rounds are billed at $X/hr (or $Y per round) and may affect timeline.

Keep a visible scope log

Maintain a simple table in your project doc: request, classification (in-scope/swap/change), decision, and impact. This reduces re-litigation and keeps the team aligned.

DateRequestTypeDecisionImpact
[ ][ ]ChangeApproved CR#+$ / +days

Now answer the exercise about the content:

When a client asks to add new features but keep the same deadline and price, what is the best negotiation response?

You are right! Congratulations, now go to the next page

You missed! Try again.

Scope, time, and cost are linked. If scope increases, you must adjust time or cost (or swap/defer work) and document the agreed change to prevent ambiguity and scope creep.

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Negotiation Skills for Entrepreneurs: Vendor and Contractor Agreements (Rates, SLAs, Renewals)

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