Category: Communication · View source ↗
Communication
Scope Pushback
Draft the reply when a client asks for something outside their agreement — a helpful no that shows the path to yes (quote or agreement change) and loops in the account manager.
Connectors: none — works with Thread out of the box
Role: Technician, CSM / Account Manager
Outcome: Retention & Growth (CSAT/Expansion)
When to use: “Client is asking for <project work / new hardware / unsupported system> — it’s out of scope, draft the reply” / “how do I say no to this nicely?”
Run it: on one ticket.
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