Is It Out of Scope? — Web design
Is setting up marketing automation out of scope for a web design project?
Yes. Marketing automation platforms are a CRM/email-ops discipline with no overlap with design deliverables.
This tends to come up once the site's forms are live and the client starts thinking about what happens to a lead after they submit one — a question that quickly turns into "can you also set up the automation?"
Is it out of scope?
Yes. Configuring workflows in a platform like HubSpot or ActiveCampaign is CRM and email-operations work — a different discipline from design regardless of what else is on the engagement.
Clause typically implicated
Clause typically implicated
Exclusions clause→ — Marketing-automation platform configuration is excluded from a design scope as a distinct discipline.
Example contract wording
Example contract wording (illustrative, not legal advice)
Marketing automation setup — the workflows and email sequences — isn't something the design scope covers. That's CRM/email-ops work, a different specialty from what we're doing here.
How MarginFlow flags it
MarginFlow flags marketing-automation setup requests outside_scope on design contracts, since they fall outside every deliverable category a design SOW typically covers.