Use case · SOW generation
Draft the SOW
from the calls that agreed it
Scope from the proposal, service levels from the call that agreed them, ramp from the delivery review. Every clause carries the source it came from, and anything nobody confirmed is flagged before legal sees it.
- Eight sections, drafted
- A source marker on every clause
- Open questions with owners
Documents
Sample dataOpen
AnyCRM. Documents.
The ask
Caldwick Group sits at Negotiation with a verbal agreement from Tobias Lenz on 18 June. The delivery lead asks in plain English: draft the SOW from what we agreed.
Gathering
Scope from the accepted proposal of 2 June, volumes and channels from discovery notes of 14 May, service levels from the call of 28 May, ramp and staffing from the delivery review of 6 June, governance from the proposal, named stakeholders from the buying committee.
Draft
Eight sections: scope of services, volumes and channels, service levels, staffing and ramp, governance, commercial terms, term and termination, assumptions. Every clause carries its source marker.
Open questions
Data residency for recordings and holiday coverage over the year end were never settled. Both become open questions with owners and suggested language.
Risk
A service level the buyer asked for on 28 May is in the draft, and nobody in delivery ever agreed to it. The clause is flagged with the quoted line and its date.
Your call
Three moves: send to the delivery lead to confirm, propose alternative language, or run a War Room simulation of committing to it. The simulation says the peak hours fall outside what the ramp plan staffs for.
Resolved
The lead chooses the alternative language: a target through ramp, a commitment from phase two, reviewed monthly. The clause turns green because a human agreed to it.
Alongside
The order form is generated from the same commercial terms, and the MNDA is already signed on the account.
Send
A read-only link goes out for review. The activity is logged, and the stage moves on approval, not on opening.
Close
Every clause, back to the call that agreed it.
Caldwick Group, where Tobias Lenz said yes on a call, and Elif Demir has to deliver what the document promises.
How it works
Four steps, and none of them is typing.
- 1
Ask for it in plain English.
Caldwick Group
Sample- Asked
Draft the statement of work
From the accepted proposal and the calls
Every clause will name the call, the note or the proposal that produced it.
Draft the SOW from what we agreed. The assistant reads the deal, the accepted proposal, the notes and every dated call on the account.
- 2
Every clause carries its source.
SOW draft
Sample- Sourced
Scope of services
Accepted proposal
- Sourced
Service levels
28 May call
- Open
Data handling
Nobody settled it
Scope, volumes and channels, service levels, staffing and ramp, governance, commercial terms, term and termination, assumptions. Anything never discussed becomes an open question with suggested language and an owner, rather than an invented sentence.
- 3
A clause your side never agreed.
SOW draft
SampleA service level the buyer asked for, and your side never confirmed.
Unconfirmed clauseA service level the buyer asked for that your delivery team never confirmed is flagged as a clause at risk, with the quoted line and its date. Send it for confirmation, propose alternative language, or simulate committing to it in the War Room and read the projected impact before anyone signs anything.
- 4
Out for review, not signature.
Documents
SampleThe SOW draft
Eight sections, a source marker on every clause
The order form
Generated alongside
Sent for review
A read-only link shares the draft, the order form is generated alongside it, the MNDA on the account is checked, and the stage moves when you approve it.
The risk beat
When something turns, it tells you and shows you the moves.
Here the turn is: A service level the buyer asked for, and your side never confirmed. Three moves were offered and a person took one: propose alternative language.
Risk beat · AnyCRM AI
Sample data- 1
Detection
A service level the buyer asked for, and your side never confirmed.
- 2
Explanation
Tobias Lenz asked for a twenty second answer time on the 28 May call. It is in the draft because she asked for it. Nobody in delivery has ever agreed to it.
Unconfirmed clauseCaught before legal reads it - 3
Options
- Send to the delivery lead to confirm
- Propose alternative language
- Run a War Room simulation of committing to it
- 4
Human choice
Propose alternative languageA person presses one. Nothing is sent or written until then.
- 5
Resolution
Service level clause, agreed on both sides.
The wording is in the draft, the simulation that produced it is on the deal, and the clause cites the call it came from.
Every clause sourcedNo open questions on the critical path
Where the answers come from
The record you already have.
A statement of work is a record of what was agreed. Everything in it was said somewhere: on a call, in the proposal, in the delivery review.
The accepted proposal
Scope and commercial terms you already put in writing
Discovery notes
Volumes, channels and the shape of the work
Meeting transcripts
Service levels, quoted with the date they were asked for
The output
The SOW draft
Every line points back at one of these.
The delivery review
Ramp, staffing and what the plan actually supports
The buying committee
Named stakeholders and who governs what
Files on the account
The signed MNDA and anything already agreed
What you receive
Documents, not a dashboard.
Legal gets a draft where every clause names what produced it, and delivery gets the list of things nobody ever settled.
See the full CS Teams pageThe SOW draft
The SOW draft
Eight sections, every clause marked with its source
The order form
The order form
Generated from the same commercial terms
Open questions
Open questions
What nobody settled, with suggested wording and an owner
- LinkRead-only. Revoke any time.
A read-only link
For review and comment before anything is signed
Why BPOs need this
What we heard, in their words.
The problem
We commit to service levels in a call and find out at signature.
A head of delivery
The problem
Half the SOW is copied from the last one and nobody remembers why.
A customer success lead
The problem
Legal asks where a clause came from and the answer is somebody's memory.
An account director
Questions
The honest answers.
Does it write clauses we never discussed?
No. What was never discussed is raised as an open question with suggested language and an owner. Nothing is invented to fill a gap.
How does it know what we agreed?
From the accepted proposal, discovery notes, the delivery review and dated meeting transcripts. Each clause carries the source it was drawn from.
What if a service level was asked for but never confirmed?
The clause is flagged as at risk with the quoted line and its date, and you are offered the moves: send it to the delivery lead, propose alternative language, or run a War Room simulation of committing to it.
Does the deal stage move on its own?
No. The link can be opened and commented on all week. The stage moves when you approve it.
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