Case Study · B2B SaaS
ScopePilot, Case Study
A full B2B SaaS platform built end to end for digital agencies: an AI client workflow that turns messy intake answers into structured briefs, proposals and pricing intelligence.
Project Overview
ScopePilot is a B2B SaaS product for digital agencies that replaces scattered emails, calls and documents with one guided pre-project workflow. Agencies send a client a smart intake link, and AI turns the answers into a project-ready brief and proposal draft, then layers on add-ons like analytics, playbooks, portfolio benchmarking, risk scoring and pricing intelligence. We designed and built the entire product: brand, marketing site, application UI, AI workflow and billing.
The Challenge
The founders had a strong idea and deep agency experience, but no product. Everything had to be built from zero: a credible SaaS brand, a marketing site that could convert cold agency owners into trial signups, and a working application with accounts, AI generation, usage limits and subscriptions. It also had to be simple enough that an agency owner could run their first brief within minutes of signing up.
Our Strategic Solution
- End to end product build: brand, marketing site, application and AI workflow, delivered as one system
- A conversion-focused marketing site with a clear promise, live demo, sample brief and free brief generator to remove signup friction
- Guided client intake via a shareable smart link, so agencies stop chasing information over email
- AI brief generation that converts raw client answers into structured requirements, deliverables, risks and next steps
- Proposal drafting plus add-ons: analytics, playbooks, portfolio benchmarking, risk scoring and pricing intelligence
- Authentication, workspaces, usage limits, 14-day free trial and subscription billing built in
- A dark, high-contrast product interface designed to feel fast, modern and trustworthy on desktop and mobile
- Technical SEO and performance work across the marketing pages to support organic acquisition
Results
- A complete, live SaaS product taken from concept to launch
- Already in use by agencies running real client projects through the platform
- Trial signups driven by self-serve tools: the free brief generator and sample brief
- Pre-project admin cut from days of back and forth to a single guided workflow
- A scalable foundation the team can keep adding modules to without a rebuild
“We came to NovaPath with an idea and they built the whole thing, the brand, the site and the actual product. It launched quickly, it works, and agencies get value from it within minutes of signing up.”
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