Sales Invoice Terms and Conditions Sample for Marketing Made Simple

Sales invoice terms and conditions sample for Marketing

we're going to talk contracts today SS and I'm actually going to give you a couple examples of how we do SS here at directive the most important part of a statement of work very easily is that you never ever send one we never at directive just send one directly to a client without first having a call to review it our sales process intro call to qualify strategy call to identify the opportunity how you're going to close the deal what you need to do for them what they're interested in get that real depth have subject matter experts on it really learn the account three get access to the account and do the proposal pitch the account with specific takeaways custom Deck full propos process fourth is the S so review so now we're going to start talking about explicit deliverables tied to an explicit price that's what we're going to review right now we never to send that to someone cuz we don't want them to ghost us and we don't know what is our proposal bad we miss things on the call did you not like our deliverables was the price too high we want to essentially uncover as much as we can about why we win or lose deals so we can optimize iterate and improve so here on this s so we'll review of the client we don't read every line item we kind of just walk through the core areas like here's how we set up billing here at directive knowing our project phase we're going have to get access to accounts right so you know is your team is there any security compliance we might want to start now so we can get access to your Google ads we going to say your goals like we talked about before in our calls get that Northstar metric created right so we're just kind of like referencing previous things we've talked about on other calls we're essentially identifying what we're offering and then we're structuring it so here's what we're offering you here's the different things we're going to do for you and then you got your competitive research campaign structures I do like to take a moment to talk about reporting what is it you want out of us from a reporting standpoint does this seem adequate are there other people on your team team we're going to need to send reports to that aren't included from there we get to the ongoing advertising discoverability Advanced reporting keep it simple we know if client spend less than 10K in a channel we don't retain them and we can't get them results so we'll do little things to help the customers help themselves we'll be explicit about the regions we're advertising in so we have upsells baked in we'll also be explicit about the channels we're managing we might want to do an upsell for if we're doing different channels for you or different regions SEO same thing but what I like about this is we have some upsells and yellow we could upsell them into something so while we're doing the S so review there might be something they wanted weren't convinced of it yet so this kind of our last Hail Mary to get them to maybe consider one of these other offerings that we just hadn't convinced them of yet in our sales process so make sure your s so review has at least one upsell or one add-on included so you give yourself one like Hail Mary last chance to grow the account or grow the aov and then you can see down here we'll have like price structured timelin so this is what we're going to be doing in the first couple weeks and then pricing you know we going to want to charge 2x the monthly fee in the project phase so always charge 2x for the first month then you'll get into your ongoing and this is all kind of placeholder data but you can see then how we can structure it those are a couple different options that's our SEO that's our paid now a couple things this is just a word doc version we used to use proposify now we use Panda do so in client facing SS we want to make sure we have enough information so about our leadership team about our customer base some of our case studies because a lot of times whoever you're selling this to needs to forward it to someone else who has no context on your agency so we also try to treat the contract as like a sales asset where if someone gets it they can see all of our success all our case studies all our results all the logos we serve as well as all our terms and then obviously this is just the S so so some of the terms we like to have at directive that are are non-negotiables 12month contracts no rolling out Clauses and then 10K minimums you want to make sure you're not saying yes to 30-day outs cuz then the client just can fire you at any time which they think is in their best interest but sometimes we make mistakes as agencies and so do they as clients and we need to work through it together and we need enough time to get results right results take time if they fire you before you had a chance to get results that doesn't help them and it doesn't help you 12-month contracts No 3 months no 6 months no 8mon hold the line on 12-month contracts and if you want to get even more of our secrets and kind of some of the special terms and nuances we use in our sales process check out my course or check out my coaching and I can give you even more specific insights and details and tricks to essentially get better terms with organizations and be more successful with getting the contracts you deserve so thanks and hopefully this helps