Introduction to the Scoping Tool

Botkeeper’s Scoping Tool creates a lean and efficient client onboarding process to the Botkeeper platform.

Botkeeper’s Scoping Tool creates a lean and efficient client onboarding process to the Botkeeper platform. After filling out the pertinent information on your clients, you'll be provided with an output of calculated suggestions for the best Botkeeper packages and services for your individual clients’ needs based on their actual books! It’s fast, secure, and super-efficient, taking about 5 minutes per client. Yes—we said 5 minutes.

To navigate to Scoping Tool:

1. Log into BOS
2. Navigate to Portal Manager
3. Select the Clients
4. Click Scope Clients and follow the on-screen instructions

The table on the left will allow you to:

• Search for existing clients records
• View your client list with their respective statuses
• Delete a client (not ongoing clients)
• Navigate to client analytics

The space on the right displays:

• questions needing an answers
• summaries of the chosen services and completed Q&A for completed clients