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Business Get Started Agreement

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BUSINESS GET STARTED AGREEMENT

This Business Get Started Agreement ("Agreement") is entered into as of Date: by and between Client Name: and Service Provider Name: .

Recitals

WHEREAS, Client operates a business engaged in commercial activities and desires to engage Service Provider to perform certain business startup, onboarding, and initial operational services;

WHEREAS, Service Provider possesses the skills, expertise, and personnel necessary to perform the services described herein and agrees to provide such services to Client under the terms and conditions set forth in this Agreement;

WHEREAS, the parties intend for this Agreement to set forth the respective duties, payment structure, confidentiality obligations, and governing law for their relationship.

Scope of Work

Service Provider shall perform the services, tasks, and deliverables described below. Services may include, but are not limited to, business setup consultation, initial documentation and template preparation, onboarding coordination, and other startup activities expressly agreed by the parties.

Payment Terms

Payments due within days of invoice. Late payments shall incur a late fee equal to % per month or a flat fee of , whichever is greater.

Term and Termination

This Agreement shall commence on Commencement Date: and shall continue until End Date: unless earlier terminated in accordance with this Agreement.

Either party may terminate this Agreement for convenience upon written notice to the other party no less than days prior to termination. Either party may terminate immediately for material breach by the other party if such breach remains uncured thirty (30) days after receipt of written notice specifying the breach.

Confidentiality

For purposes of this Agreement, "Confidential Information" means any non-public information disclosed by one party to the other, whether orally, in writing, or by inspection, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Each party shall (a) hold Confidential Information in strict confidence, (b) use Confidential Information only to perform its obligations under this Agreement, and (c) not disclose Confidential Information to any third party except to employees, contractors, and advisors who need to know and who are bound by confidentiality obligations at least as protective as those in this Agreement.

Confidential Information does not include information that the recipient can demonstrate (i) is or becomes publicly known through no wrongful act of the recipient, (ii) is received from a third party without breach of any obligation of confidentiality, or (iii) is independently developed by the recipient without use of the disclosing party's Confidential Information. The obligations under this section shall survive termination of this Agreement for a period of three (3) years.

Independent Contractor

Service Provider is an independent contractor and not an employee, agent, partner, or joint venturer of Client. Service Provider shall be solely responsible for all taxes, withholdings, and other statutory or contractual obligations of any sort, including those owed to employees or subcontractors engaged by Service Provider.

Governing Law; Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles. The parties shall first attempt to resolve any dispute arising out of or relating to this Agreement through good faith negotiation. If the parties are unable to resolve the dispute through negotiation within sixty (60) days, either party may pursue any remedy available at law or in equity.

Entire Agreement

This Agreement, together with any exhibits or attachments signed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. Any amendment to this Agreement must be in writing and signed by authorized representatives of both parties.

Miscellaneous Provisions

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect. Neither party may assign this Agreement without the prior written consent of the other party, except that Service Provider may assign to an affiliate or in connection with a merger or sale of substantially all of its assets.

Client

Printed Name:

By:

Date:

Service Provider

Printed Name:

By:

Date:

Enter text✕

What the Business Get Started Agreement Is

The Business Get Started Agreement is a standardized contract used to document the initial terms, responsibilities, and deliverables when two or more parties begin a commercial relationship. It typically covers scope of work, payment terms, timelines, confidentiality, intellectual property allocations, and termination conditions. The form establishes each party's obligations from the outset, creates an evidentiary record, and sets operational expectations to reduce disputes. This version is suitable for small and mid-size arrangements and is adaptable for industry-specific addenda, notarization, or electronic execution under U.S. e-signature laws.

Why a Get Started Agreement Helps Your Engagement

Use the Business Get Started Agreement to document mutual expectations, reduce onboarding delays, and create a clear legal record that supports enforceability. It streamlines negotiations, clarifies payment and deliverable milestones, and lowers dispute risk during early project stages.

Why a Get Started Agreement Helps Your Engagement

Who Typically Completes This Agreement

The agreement is typically completed by the party initiating work and countersigned by the client or partner to confirm mutual terms.

  • Small business owners onboarding new clients or vendors, documenting scope and payment terms.
  • Project managers coordinating deliverables, timelines, and acceptance criteria across teams and suppliers.
  • Legal or procurement teams standardizing onboarding to reduce negotiation time and manage risk.

Use this form when formalizing engagements, assigning responsibilities, and starting billable work to ensure documentation is complete.

Core Sections to Include in the Agreement

Core sections in the Business Get Started Agreement define obligations, payment, timelines, IP, confidentiality, termination, and dispute resolution to ensure operational clarity.

Scope

Describe deliverables, services, milestones, acceptance criteria, and responsibilities. Be specific to reduce ambiguity; attach exhibits or SOWs for technical specifications and timelines.

Payment

Specify fees, billing schedule, payment method, late fees, and invoicing contact. Include currency, taxes, and conditions for withholding or escrow if applicable and dispute resolution for invoices.

Timeline

List start date, milestones, delivery windows, and dependencies. Use MM/DD/YYYY format for dates and identify critical-path tasks that could delay acceptance and include notice periods for schedule changes.

Confidentiality

Define confidential information scope, permitted disclosures, duration of obligations, and exceptions. Include data protection measures and specify breach notification timelines and remedies.

Intellectual Property

Allocate ownership of preexisting IP and deliverables. Specify licenses granted, assignment terms, and rights to use, modify, or sublicense deliverables, including open-source obligations if applicable.

Termination & Remedies

State termination rights for convenience and for cause, notice periods, cure opportunities, and post-termination obligations such as final invoices, return of materials, and survival clauses.

Required Information and Standard Fields

Party Names: Full legal names of each signatory.
Addresses: Street, city, state, and ZIP.
Effective Date: Enter as MM/DD/YYYY; governs when obligations begin.
Payment Terms: Amount, due date, and invoicing details.
Signatures: Printed name, signature, and date.
Governing Law: State selected for contract interpretation.

Step-by-Step: Getting the Agreement Signed

Follow these steps to complete and execute the Business Get Started Agreement reliably and in compliance with U.S. e-signature law.

  • 01
    Prepare Document: Gather SOW, pricing, and exhibits.
  • 02
    Complete Fields: Enter names, dates, payment, and scope.
  • 03
    Review & Approve: Legal and project leads confirm terms.
  • 04
    Sign & Record: Execute signatures and save final PDF.

Where to Send or File the Completed Agreement

Common routing options identify where to send the completed agreement, including internal systems, counterparty email, and filing for record or notarization.

  • To Counterparty: Email or secure link to designated signers.
  • Internal Filing: Upload PDF to contract repository or CRM.
  • Notarization: Arrange in-person or RON notarization where required.
  • Records Retention: Store final executed copy per retention policy.

Online Workflow Settings to Consider

Common online workflow settings support accurate routing, signer authentication, and conditional fields for the Business Get Started Agreement.

Field Configuration
Signing Order Sequential signing to ensure approvals in order.
Authentication Email link plus optional SMS code.
Conditional Fields Show payment clause if service selected.
Audit Trail Capture IP, timestamp, and action log.

Technical Requirements for Digital Signing

Digital signing and e-submission require compatible file formats, signer authentication, and retention of an audit trail for each executed agreement.

  • File Types: PDF and DOCX preferred.
  • Authentication: Email, SMS, or multi-factor.
  • Integrations: CRM and cloud storage connectors.

Pricing and Feature Snapshot for eSignature Providers

Vendor pricing and core feature availability for executing the Business Get Started Agreement using common e-signature platforms; signNow is listed first per vendor comparison guidance.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial, no credit card required Check vendor website for current trial terms Check vendor website for current trial terms Check vendor website for current trial terms Check vendor website for current trial terms
Bulk Send Yes — available on Business Premium plan Yes — available on select plans Yes — enterprise and some plans Yes — available on paid plans No — bulk send not available
Audit Trail Yes — full audit trail included Yes — comprehensive audit logs Yes — audit and history included Yes — basic audit records Yes — signing certificate included
HIPAA Compliant Yes — BAA available Yes — BAA offered Yes — BAA available No — no BAA offered No — no BAA offered
Envelope Cap No envelope cap; usage-based site license available Limited to 100 envelopes per user per year Varies by plan and vendor agreements Varies by plan and vendor agreements Varies by plan and vendor agreements

Typical Deadlines and Timing Expectations

Key deadlines and timing expectations for execution, payment, and onboarding help set measurable targets and avoid late performance.

Execution Deadline:

Signers should complete within 15 business days.

Payment Terms Due:

Net 30 from effective date unless specified.

Onboarding Start:

Begin services within agreed project week one.

Invoice Submission:

Submit invoices within 5 business days of milestone.

Dispute Notice:

Provide written notice within 30 days of issue.

Common Preparation Mistakes to Avoid

  • Using vague scope language that leaves deliverables undefined, which leads to missed expectations and scope creep during delivery.
  • Failing to match legal entity names exactly to registration documents or IDs, triggering tax and enforceability issues.
  • Skipping required consumer electronic consent or disclosures for financial or healthcare agreements and risking regulatory noncompliance.
  • Neglecting to retain audit trail or final signed PDF, which undermines proof of execution in disputes.

Penalties and Risks Associated with Errors

Contract Invalidity: Vague terms risk unenforceability.
Late Payments: Accumulate interest and collection costs.
Regulatory Noncompliance: Missing disclosures may trigger fines.
Breach Damages: Claims for direct and consequential losses.
Tax Consequences: Incorrect payer or entity leads to penalties.
Notarization Errors: Invalid notary undermines record authenticity.

Real-World Examples of Use

Practical examples show how different organizations use the Business Get Started Agreement to onboard clients and formalize services.

Optica Ventures

Optica Ventures used a standardized get-started agreement to streamline investor onboarding and document initial management fees and deliverables.

  • Interface simplicity improved completion rates.
  • Brian Fitzgibbons, COO, said the interface was simple for internal teams and customers, enabling faster signature turnaround and fewer follow-ups while preserving an audit trail and compliance for investor records.

Martin Properties

A regional real estate firm adopted the agreement to capture key lease terms, disclosures, and authorization to proceed with inspections and repairs.

  • Mobile signing on-site saved time.
  • Tim Martin, founder, said online processing enabled fully compliant execution with security controls; mobile and offline signing allowed staff to collect completed agreements on site, reducing closing delays and paper handling while maintaining audit records.

Frequently Asked Questions and Practical Answers

Answers to frequent questions about completing, signing, and storing the Business Get Started Agreement, including e-signature and retention considerations.


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