Establishing secure connection…Loading editor…Preparing document…

Business Service Plan

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS SERVICE PLAN

Agreement Date:   Plan ID:

Parties

Recitals

WHEREAS, Service Provider is engaged in the business of providing professional services, resources and deliverables as set forth in this Business Service Plan; and

WHEREAS, Client desires to engage Service Provider to perform the services described herein, and Service Provider agrees to provide such services under the terms and conditions of this Plan; and

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows.

Scope of Work

Service Provider shall perform the services and deliver the products described below. The obligations described constitute the primary scope for which Service Provider will be compensated.

Deliverables Schedule:

Payment Terms

Compensation: Client shall pay Service Provider a total fee of $ (U.S. dollars) for the services identified in this Plan, subject to the schedule below.

Payment Schedule: Payments shall be made in accordance with invoices issued by Service Provider. First payment due on or before .

Invoicing and Payment Method: Service Provider will submit invoices to Client. Client shall remit payment within days of invoice date by agreed method.

Late Payment: Amounts not paid when due shall accrue interest at or the maximum rate permitted by applicable law, whichever is lower. Client shall also reimburse Service Provider for collection costs and reasonable attorneys' fees.

Expenses: Client shall reimburse Service Provider for pre-approved, reasonable out-of-pocket expenses incurred in connection with performance, provided that such expenses are supported by receipts.

Term and Termination

Term: The term of this Business Service Plan shall commence on and continue until unless earlier terminated as provided herein.

Termination for Convenience: Either party may terminate this Plan for convenience upon days' prior written notice to the other party. In such event, Client will pay Service Provider for all services performed and expenses incurred through the effective date of termination.

Termination for Cause: Either party may terminate immediately for material breach if the breaching party fails to cure such breach within days after written notice. Termination shall be without prejudice to any other remedies available at law or equity.

Confidentiality

Definition: "Confidential Information" means nonpublic information disclosed by one party to the other that is designated confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure.

Obligations: Each party shall (i) hold Confidential Information in strict confidence, (ii) use it only to perform obligations under this Plan, and (iii) take reasonable measures to prevent unauthorized disclosure. Confidential Information does not include information that is or becomes publicly available other than through the receiving party's breach.

Duration: The confidentiality obligations set forth in this section shall survive termination of this Plan for a period of years, except with respect to trade secrets, for which protection shall continue as long as such information remains a trade secret.

Intellectual Property; Work Product

Ownership: Unless otherwise agreed in writing, Service Provider retains ownership of its pre-existing intellectual property and methodologies. Client shall receive a nonexclusive, nontransferable license to use deliverables solely for Client's internal business purposes upon full payment.

Third-Party Materials: If deliverables incorporate third-party materials, Service Provider shall secure appropriate licenses and disclose any license restrictions to Client in writing prior to delivery.

Representations; Warranties; Liability

Mutual Representations: Each party represents that it has the full right, power and authority to enter into this Plan and to perform its obligations hereunder.

Disclaimer and Limitation: EXCEPT AS EXPRESSLY PROVIDED HEREIN, SERVICE PROVIDER DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL EITHER PARTY'S AGGREGATE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATED TO THIS PLAN EXCEED THE AMOUNTS PAID OR PAYABLE TO SERVICE PROVIDER UNDER THIS PLAN DURING THE SIX MONTHS PRECEDING THE CLAIM.

Governing Law

This Plan shall be governed by and construed in accordance with the laws of the State of , without regard to its conflicts of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in such state for disputes arising under this Plan.

Entire Agreement; Amendments

Entire Agreement: This Plan, together with any exhibits or attachments expressly incorporated herein, constitutes the entire agreement between the parties and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written, concerning the subject matter hereof.

Amendments: No amendment, modification or waiver of any provision of this Plan shall be effective unless made in writing and signed by authorized representatives of both parties.

Miscellaneous

Independent Contractor: Service Provider is an independent contractor and nothing in this Plan creates an employment, partnership, joint venture or agency relationship between the parties.

Notices: Notices shall be in writing and delivered to the addresses set forth above or such other address as a party may designate by written notice. Notice is effective upon receipt.

Acceptance

By signing below, the parties acknowledge that they have read, understand and agree to be bound by the terms and conditions set forth in this Business Service Plan.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Business Service Plan Is and When It Applies

A Business Service Plan is a structured document that describes the scope, deliverables, responsibilities, timelines, and pricing for ongoing or project-based services between a provider and a client. It typically includes service descriptions, service-level expectations, performance metrics, invoicing terms, change-order procedures, and escalation paths. Organizations use this plan to set mutual expectations, support procurement and contracting, and document operational processes that guide delivery and billing. The plan can be standalone or attached to a master services agreement as an exhibit or schedule.

Why a Clear Business Service Plan Matters

A well-drafted Business Service Plan reduces misunderstandings, sets measurable service levels, and helps align internal teams and client expectations while documenting billing and change-control procedures.

Why a Clear Business Service Plan Matters

Typical Users and Stakeholders

Teams that draft, approve, or act on service commitments include operations, account management, procurement, finance, and legal.

  • Operations teams responsible for day-to-day delivery and performance monitoring across service lines.
  • Procurement and sourcing for vendor evaluation, contract terms, and purchase orders tied to the plan.
  • Finance and billing teams that map invoicing schedules, rates, and change-order approvals to revenue recognition.

External stakeholders include clients, partners, and sometimes regulators when the plan affects compliance or reporting obligations.

Core Sections to Include in a Professional Business Service Plan

A complete Business Service Plan organizes operational and commercial details so the parties can consistently measure delivery and manage change.

Service Scope

Define the services, exclusions, and deliverables in plain language so both parties share a common understanding of what will be provided and what is out of scope.

Performance Metrics

List measurable KPIs and service-level targets (uptime, response times, resolution windows) and describe measurement and reporting frequency.

Pricing & Billing

Specify rates, billing intervals, invoicing format, expense reimbursement rules, and how change orders affect price or timing.

Roles & Responsibilities

Assign responsibilities, primary contacts, escalation paths, and any client obligations required for service delivery.

Change Control

Describe the process for request submission, approval thresholds, impact assessment, and how changes update the plan or pricing.

Termination & Exit

Cover notice periods, transition assistance, final deliverables, and data return or deletion obligations at contract end.

Step-by-Step: Completing the Business Service Plan

Follow these sequential steps to prepare and finalize the plan with stakeholders and approvers.

  • 01
    Gather Inputs: Collect scope, pricing, schedules, and contact details from teams.
  • 02
    Draft Plan: Populate sections and attach exhibits or service schedules.
  • 03
    Review & Revise: Circulate to operations, finance, and legal for comments.
  • 04
    Approve and Distribute: Obtain signatures and share final copies with all parties.

How to Configure an Online Service Plan Workflow

Set up an approval and signature workflow that reflects the plan’s review, approval, and retention requirements.

Field Configuration
Approval Order Define sequential or parallel routing to match organizational sign-off needs.
Signer Roles Assign roles (approver, signer, reviewer) and required authentication methods.
Notifications Configure reminders and escalation notifications for overdue approvals.
Storage Location Select secure repository and retention policy for completed plans.

Where to Send and File the Finalized Plan

Identify the recipient list and the official filing location to ensure consistent recordkeeping and accessibility.

  • Client Records: Provide the client with a final signed PDF for their contract repository.
  • Provider Archive: Store a signed copy in the provider’s document management system under contract records.
  • Finance System: Attach the plan to the vendor or customer account for billing reference.
  • Compliance Folder: If regulated, submit a copy to compliance or legal records for audit purposes.

Digital Signing and Distribution Considerations

Choose a platform that supports required authentication, audit trails, and the document formats your organization uses.

  • Supported Formats: PDF, DOCX, HTML, XLSX
  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • Authentication: Email, SMS, KBA, SSO

Ensure the platform can export a tamper-evident signed PDF with an audit trail and meet any applicable regulatory requirements such as HIPAA or 21 CFR Part 11.

Typical Timelines and Processing Expectations

Timelines vary by organization and review cycle; use these typical timeframes to plan approvals and go-live dates.

Draft Preparation:

3–10 business days depending on complexity and stakeholder availability.

Internal Review:

5–15 business days for operations, finance, and legal reviews.

Client Review:

7–21 calendar days depending on client procurement procedures.

Signature Completion:

1–5 business days with eSignature; longer if paper or notarization required.

Onboarding Start:

Begin service within agreed SLA after signature and any required onboarding payments.

Key Milestones from Proposal to Service Delivery

Map milestones to ensure clear handoffs and to track obligations during the onboarding lifecycle.

01

Proposal Acceptance

Client confirms scope and fees so contracting begins.

02

Contract Execution

Signed Business Service Plan and any master agreement are finalized.

03

Operational Onboarding

Kickoff, knowledge transfer, and account setup are completed.

04

Service Commencement

Regular service delivery and reporting begin under plan terms.

Common Errors to Avoid When Preparing the Plan

  • Vague scope language that omits exclusions often leads to scope creep and disputes during delivery and billing.
  • Missing or inconsistent pricing terms cause invoicing disputes and can delay revenue recognition or vendor payment.
  • Unclear escalation and contact information increases response times and reduces SLA compliance during incidents.
  • Failing to specify data handling or retention obligations can create regulatory risk, particularly in healthcare or finance.

Operational and Legal Risks of an Incomplete or Incorrect Plan

Billing Disputes: Delayed payments and collection costs
Contract Breach: Damages and termination risk
Regulatory Exposure: HIPAA or financial record violations
Audit Findings: Increased oversight and remediation costs
Operational Interruptions: Service outages and SLA penalties
Tax Penalties: Incorrect reporting may trigger IRC §6721 liabilities

eSignature Pricing Snapshot for Business Service Plan Workflows

Compare core pricing and enterprise features across common eSignature providers to match cost and compliance needs without assuming plan specifics.

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 Yes, 7-day trial Yes, trial Yes, trial Yes, trial Yes, trial
Bulk Send Yes (Business Premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA) Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently Asked Questions and Troubleshooting

Answers to common questions and practical troubleshooting tips for finalizing and executing Business Service Plans.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users