In this CPQ Podcast episode, Frank Sohn welcomes Jon Scott, Co-Founder and CEO of ScopeStack. With nearly 20 years of experience in the IT services industry, Jon shares the story behind launching ScopeStack in 2018 to eliminate the chaos of spreadsheets and manual SOW creation. Learn how ScopeStack’s innovative platform bridges CRM and PSA systems, complements product CPQ solutions like Salesforce and NetSuite, and helps IT service providers deliver consistent, accurate project scopes.

Jon discusses ScopeStack’s growth journey — from securing Series A funding with Cultivation Capital to serving clients across North America and Australia — and gives insights into their API-first architecture, PSA integrations, and emerging AI initiatives. Plus, Jon reflects on sales lessons learned, entrepreneurship challenges, and why getting back into golf is now on his personal to-do list.

Whether you're focused on streamlining IT services, improving project planning, or exploring CPQ and PSA integrations, this conversation offers valuable real-world insights.

Listen now to discover how ScopeStack is transforming IT service delivery for mid-market and enterprise organizations!

ScopeStack contact information:

• Website: https://scopestack.io/ 
• LinkedIn: https://www.linkedin.com/in/scopestackjon/ 
• YouTube: https://www.youtube.com/@scopestack/featured