Is It Out of Scope? — SEO & marketing
Is creating a lead-scoring model out of scope for an SEO retainer?
Usually yes, as a formal deliverable. Advising on what makes a lead higher-quality fits growth strategy; documenting and implementing a full scoring model is beyond typical retainer hours.
This comes up when a client is trying to prioritize the leads an SEO campaign is generating, and asks the retainer team to formalize that beyond a general conversation.
Is it out of scope?
Usually yes as a formal deliverable. Discussing what makes traffic or a lead higher-quality is part of ordinary strategy conversation; building and documenting a full scoring model, then implementing it in the client's CRM, is more specialized work than the retainer's hours are built for.
Clause typically implicated
Clause typically implicated
Out-of-scope clause→ — A documented, implemented lead-scoring model goes beyond the retainer's scoped strategy and reporting hours.
Example contract wording
Example contract wording (illustrative, not legal advice)
I can share which channels and behaviors tend to indicate a higher-quality lead as part of our regular strategy conversation, but building and implementing a full scoring model in your CRM is more time than the retainer covers — I can scope that as an add-on.
How MarginFlow flags it
MarginFlow flags full lead-scoring-model builds outside_scope on SEO contracts, while treating general lead-quality guidance as part of the retainer's ordinary strategy work.