← back to ScopePackreal example · before → after

One messy call. One branded scope pack.

This is the actual deliverable — built from a real discovery call with a Shopify cookware brand. Your client only ever sees your brand on it.

the messy call (input)

“I want AI to just handle the customer stuff. All of it… WISMO — ‘where’s my order’ — is easily half the tickets. Then returns: our return rate crept to ~18%, worse on knife sets. We approve basically every return without looking AND half the time say ‘keep it, here’s your refund’ — but we NEVER did that math. Priya thinks it’s costing six figures a year in margin. Abandoned carts we’ve got handled with Klaviyo, leave it…”

the scope pack (your deliverable)

Your agency

AI scope pack · Copperline (cookware, DTC)

the headline

Here’s the number that should make Marcus move: at ~1,800 orders/mo and an ~$85 AOV (illustrative — pull your real figures in Phase 0), an 18% return rate is ~324 returns/mo. If even half are rubber-stamped without a margin check, the needless “keep it + refund” calls are bleeding a ballpark ~$165,000/yr in recoverable margin — money walking out the door untested. Illustrative — validate against your data in Phase 0. The fix: a returns decision engine that makes the keep-vs-recover call on real math before anyone touches a ticket — and WISMO deflection to free the team.

ROI-ranked use cases

Returns decision engine · Medium · Shopify + Make

Highest $ — recovers the margin leak

WISMO auto-responder · Easy · ShipStation + Klaviyo

Frees ~half of support tickets

Repeat-abuser flag · Medium · return-history lookup

Cuts fraud leakage — size to measure

Return-reason readout · Easy · analysis

Reduces returns at the source

explicitly not worth automating

Abandoned-cart flow — your Klaviyo flow already works; rebuilding it is zero ROI. · Fully autonomous customer email — Priya’s brand voice is non-negotiable; v1 keeps human approval. Going hands-off now is reputational risk, not savings.

scope · in / out (v1)

In scope

WISMO auto-reply · returns decision recommendation (human approves) · repeat-abuser flagging

Out of scope (v1)

Autonomous refunds · the abandoned-cart flow · new helpdesk platform

fixed-priceable roadmap · estimated, to validate

Phase 0 · validate — pull 90-day returns data, confirm the leak math

~small fixed fee

Phase 1 · WISMO live — auto-responder, ~half of tickets deflected

~1–2 wks

Phase 2 · returns engine — keep-vs-recover logic + recovery math

~2–3 wks

Investment = build-effort bands; you apply your own rate. Phase 0 is a small fixed discovery fee; later phases are quoted as fixed fees against Phase 0 findings.

built by the GoatMode engine · every number is a range tied to a stated assumption — zero figures invented

Want one of these from your next call?

Get your first pack — $149, refundable