01 · work
Workflows and evals—not mystery pipelines.
n8n CRM sync, LLM routing eval, lead-scoring agent v1—cards that survive a client conversation.
M2 · automation · work
5 WORKFLOWSFor · AI automation
AI and automation agencies sell outcomes—routing, enrichment, agents—but clients struggle to know what “done” means when the work is invisible pipelines and eval harnesses.
Scopeyard names deliverables clients can approve: workflow v1, eval pass, production cutover. Your team keeps the technical board; clients get a decision queue.
The fit
Milestones frame automation phases. Work tracks workflows and evals. Clients sign off on named outcomes—then billing-ready summaries follow.
01
Milestones
02
Work
03
Client review
04
Approval
05
Billing-ready
01 · work
n8n CRM sync, LLM routing eval, lead-scoring agent v1—cards that survive a client conversation.
M2 · automation · work
5 WORKFLOWS02 · client review
Hand routing rules and UAT scenarios for approval without walking them through every node.
Technical board
Eval · handoff
REVIEWSign-off queue
cto@client · client view
03 · billing-ready
Accepted workflows list cleanly for fixed-fee invoicing.
M2 · automation · billing-ready
SIGNED8 DELIVERABLES ACCEPTED
Run one automation milestone with client sign-off in Scopeyard.