Effective Website Development Invoice Example for Financial Services

Website development invoice example for Financial Services

what should be in your services business contract today i want to go through a one-page contract that we used to use when we first started and talk about what are the basics that will go into your contract and also what are some tools that you can use in order to get legally binding contracts signed quick today on the channel that's what i want to talk about let's go through that and i'll give you a free contract template that you can use today to start signing more clients for your services business stick around before we jump into it make sure that you like this video to encourage this type of content on youtube subscribe down below leave a comment if you want more videos like this and if you want this free contract template we're about to go over you can have it for free by just clicking that link down below and if you want signaturely which is the tool we're about to show you can also click that link down below so without further ado let's go through this contracts seems like such a big deal they're necessary for one if you start going into deals with new clients and you don't have everything written down or at least the basics written down so it's good to have contracts it's good to have assigned contracts and it's better to have verified signatures versus just pdf signature back and forth or just faxed contracts so let's talk about what should be in this contract here is an actual contract that i used back in the day to close two thousand dollars of marketing work it was a two thousand dollar monthly contract and now i've templatized it for you our contracts now are a little longer but if you're just starting out as a freelancer i'm not a lawyer i'm not telling you this is legally binding but this will just help you get everything written down and it's what i used to use is what i'm saying so we'll start with the client name so you'll put your company's client name so let's say you're working with acme inc and you'll say acme inc marketing vendor management this contract is between acme inc and whatever your company name is our company was and is x27 llc so we'll go through the services rendered then i break down everything that we promised to deliver week by week for the first month and then ongoing for the rest of the month so so it was week one collection of marketing information and analysis of current marketing trends week two review of current vendors and sponsorships recommendations for marketing channels week three interviewing marketing vendors and collecting proposals week four setting number of leads to expect negotiation with vendors and initial budget sign off and then i said the next months of may and june would be covered in a future contract then i have this paragraph here which says once the first month is complete we'll speak to each vendor at least twice weekly so we talk about the management of what we're doing and then we'll also talk about reporting so you get weekly marketing reports and phone calls and the duration of the contract then payment so these are the sections that you need of your contract a summary the service is rendered the length of the contract how payment is done and then the signature so if you have those five you're good to go again not legal advice but this is what worked for us so i took this and then i templatized it for you so you can see client name name of service and you can customize this you can get this for free by clicking that link down below you got the summary the service is rendered with a week by week breakdown then the monthly recurring what they can expect the duration of the contract the payment and the signatures now let's say you've customized this for the client their company's name is acme their name is john smith and your company name is x27 and your name is alex berman my name is alex berman your name is something else so i'll just go to download and download it as a pdf then we can go over to my favorite signing tool signaturely and signaturely allows you to send a contract and get a signature in real time so here we go who needs to sign let's say me and others the title of the document will be marketing services contract and then acme plus x27 you can also leave a message so i would say hey mark here is the contract we discussed execute by end of day or let me know if you have any questions looking forward alex then you add your other signers i'm just going to add my email address you can see this in here in action but you can add anyone's email address and you can even customize the signing order then we just drag the file over upload the pdf and prepare doc for signing now signaturely will process the stock so let's add a signature field here this field who fills this out would be alex who's not me the other alex and we'll add the other signature field who fills this out me now and you can either type in your name to have that as a signature or you can create a custom signature in any font you want or you could even draw it in if you wanted including your initials or even upload an image of your signature to add that way so let's create the signature here now everything that i said i would sign is automatically filled out we'll also add the date boxes here who fills this out me now you could add initials so let's say you want to do initial over here and i'll initial over here too and we can just draw them in or click the one that i already drew and then you're good to go you just hit send now we go to the inbox of alex berman 8 and you can see here marketing services contract acme plus x27 signature requested by alex hey mark here is the contract we discussed execute by end today or let me know if you have any questions review and sign now your customer will just go through the initial here and they'll create initials automatically or your customer can do the same thing you just did and create their own initials in whatever font they want and so initial created successfully you can see me initially it here signature right here and the date as such then client will just hit submit you're about to submit your signature to the marketing services contract slash acme by clicking i agree you are legally bound to this document and the e-signature terms and conditions done i agree now you can see everybody has signed and we'll just go through download it and open up the contract and you can have it here signed for your files you can print this out you can do whatever you want with this it's signed by both people they agreed it's legally binding using signaturely let me know down below one what do you think of the contract template two what do you think about signature lee i love how easy that was by the way that was super easy to go through and get that signed contract if you want to try signaturely you can do so at the link down below thanks for watching the video be sure to smash that like button to encourage this type of content on youtube subscribe down below for more videos like this and i'll talk to you soon thanks for watching i'm alex berman