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Expansion Scout

Reads every engagement a client has on file for work you're delivering without a change order, and for needs the client has named that map to a service you sell. The change order arrives drafted, fee left for you.

Unpriced scope, matched against the SOW's own deliverables
A change-order draft for each one, with the fee always left blank
Stated needs mapped to your declared service lines, and dropped when they map to nothing you sell
Every signal quotes the message it came from
Approve the change order, email it to the client from Aether, and see its status on the report

What it looks like

The real interface, on a sample engagement.

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Expansion Scout — Acme Corp

Reads every engagement Acme has on file for scope you're delivering without a change order, and for needs the client has named that map to a service you sell. Drafts the change order, fee left blank; hands the next phase to Proposal.

Requested 6 minutes ago · 2 engagements on file

Read 3 signals

Two pieces of absorbed scope are worth a change-order conversation, and Acme’s CFO has already named the next phase.

The team is delivering a second migration dry run and a weekly finance pack that the SOW doesn’t cover. Neither is large alone; together they’re margin going out unbilled on a fixed-fee phase. Separately, the CFO has put the two remaining plants on next year’s list, which is exactly the consolidation work you sell.

Signals3 found

Unpriced scope

Second data-migration dry run

Promised in the delivery channel and now being scheduled. SOW §3.2 covers a single dry run before cutover.

Acme Corp Expansion, Phase 2

Let's do a second dry run before cutover, just to be safe.

Slack · #acme-delivery · Dana Reyes · 14 Oct 2026

Suggested: Change-order conversation

Change-order draft

Acme has asked for a second data-migration dry run ahead of cutover, in addition to the single dry run in SOW §3.2. This change adds one dry run (preparation, execution and a reconciliation report) in the week of 26 October. Fee: [to be set]. No timeline impact if approved by 21 October.

For the partner to review and price. Never sent by Aether.

Unpriced scope

Weekly finance pack for the new CFO

Produced every week since August. The SOW specifies a monthly steering report, not a weekly finance pack.

Acme Corp Expansion, Phase 2

Can we keep getting the weekly numbers pack? It's been really useful.

Gmail · Mark Ellis, CFO · 2 Sep 2026

Suggested: Change-order conversation

Change-order draft

Since August, Beacon has produced a weekly finance pack for Acme's CFO alongside the monthly steering report in SOW §4.1. This change formalises the weekly pack through the end of Phase 2. Fee: [to be set].

For the partner to review and price. Never sent by Aether.

Stated needERP & systems consolidation

KC and Memphis onto the same platform next year

The CFO named the two remaining plants as next year's priority once Phase 2 is live.

Acme Corp Expansion, Phase 2

Once phase 2 is live we want KC and Memphis on the same platform next year.

Meeting notes · Acme weekly sync · 9 Sep 2026

Suggested: Phase 2 conversation

Open in Proposal

From your firm profile · service_lines

Matched “ERP & systems consolidation”. A need that maps to nothing you sell is dropped, not listed.

What this is not

Not a sales script. It shows what the record says and leaves the conversation to you.
Never prices anything. The fee on every change order is left blank for the partner.
Doesn't write the proposal. A stated need goes to Proposal as a brief, through its own review.