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Business Services Keap Glo

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Business Services Agreement — Keap Glo

This Business Services Agreement (the "Agreement") is entered into as of Agreement Date: by and between:

Service Provider

Entity Type (select applicable)

Client

Entity Type (select applicable)

Recitals

WHEREAS, Service Provider operates a business providing digital marketing, CRM integration, automation setup, and campaign implementation services under the brand name Keap Glo and represents it has the expertise to deliver the services described herein; and

WHEREAS, Client desires to retain Service Provider to perform certain business services related to lead capture, campaign automation, and CRM configuration, and Service Provider agrees to perform such services under the terms and conditions set forth in this Agreement; and

WHEREAS, the parties desire to set forth the scope, payment, confidentiality, term, and other material provisions of their relationship in this Agreement.

Scope of Work

Service Provider shall provide the services described below (the "Services"). The Services shall include configuration of Keap automation sequences, lead capture forms, list segmentation, email templates, integration with third-party systems as agreed, and training of Client personnel sufficient for operational use. Specific deliverables, acceptance criteria, and timelines are set forth in the Scope of Work field below.

Payment Terms

Client shall pay Service Provider the fees set forth below in consideration for the Services. All amounts are stated in US dollars unless otherwise specified.

If Client fails to pay undisputed invoices within the time specified in the Invoicing and Due Date field, Service Provider shall be entitled to suspend performance until payment is received and to recover collection costs and reasonable attorneys' fees for enforcement of payment.

Term and Termination

This Agreement shall commence on Start Date: and shall continue until End Date: unless earlier terminated as provided herein.

Either party may terminate this Agreement for material breach by the other party if the breach remains uncured thirty (30) days after written notice. Termination for cause shall not relieve the breaching party of liability for damages resulting from the breach.

Confidentiality

"Confidential Information" means all non-public information disclosed by a party that is designated as confidential or that, given the nature of the information, should reasonably be understood to be confidential. Each party agrees to (i) protect Confidential Information of the other party using at least the same degree of care it uses to protect its own confidential information but in no event less than reasonable care; (ii) use Confidential Information solely to perform its obligations under this Agreement; and (iii) not disclose Confidential Information to any third party except to employees, contractors, or advisors who have a need to know and are bound by confidentiality obligations no less restrictive than those herein. Confidential Information shall not include information that is (A) publicly known through no breach of this Agreement, (B) rightfully received from a third party without restriction, or (C) independently developed without use of the other party's Confidential Information.

Intellectual Property

Except for Client Materials (as defined below), Service Provider shall retain all right, title and interest in and to any work product, methodologies, templates, code, configurations and know-how developed or used by Service Provider in performing the Services ("Service Provider IP"). Client is granted a non-exclusive, non-transferable license to use Service Provider IP solely for Client's internal business purposes in connection with the Services. Client represents and warrants that it owns or has the right to provide any materials it provides to Service Provider ("Client Materials") and that use of such materials by Service Provider as contemplated herein will not infringe third-party rights.

Warranties; Disclaimers; Indemnification

Service Provider warrants that it will perform the Services in a professional and workmanlike manner in accordance with applicable industry standards. EXCEPT FOR THE FOREGOING, SERVICE PROVIDER MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Client shall indemnify and hold harmless Service Provider from claims, damages, liabilities and expenses arising from Client Materials, Client's misuse of deliverables, or Client's failure to provide accurate information necessary for performance.

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 agree to attempt in good faith to resolve any dispute arising under this Agreement through negotiation. If unresolved, the parties consent to the exclusive jurisdiction and venue of the state and federal courts located in the governing state for resolution of disputes.

Entire Agreement; Amendments

This Agreement, including all exhibits, schedules and any statement of work executed under this Agreement, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior or contemporaneous agreements, representations, and understandings. This Agreement may be amended or modified only by a written instrument signed by authorized representatives of both parties.

Notices

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below or to such other address as a party may specify in writing. Notices shall be deemed delivered when received by hand delivery, confirmed electronic transmission, or three (3) days after deposit with a nationally recognized overnight courier.

Miscellaneous

Neither party may assign its rights or obligations under this Agreement without the prior written consent of the other party, except that either party may assign this Agreement in connection with a merger, acquisition, or sale of substantially all its assets provided the assignee assumes the assigning party's obligations. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the remaining provisions shall remain in full force and effect.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Business Services Keap Glo Is and When It’s Used

The Business Services Keap Glo is a standardized business services agreement template used to document scope, deliverables, fees, timelines, and payment terms between a service provider and a client. It typically includes scope of work, milestones, acceptance criteria, pricing or hourly rates, confidentiality clauses, termination provisions, and signature blocks for all parties. Organizations use it to set clear expectations, assign responsibilities, and create an auditable record of the relationship that can be executed electronically and stored for compliance and recordkeeping purposes.

Why a Clear Business Services Keap Glo Matters

A well-completed Business Services Keap Glo reduces disputes, clarifies payment terms, and creates an auditable legal record of consent and delivery obligations while enabling secure electronic execution and streamlined administrative processing.

Why a Clear Business Services Keap Glo Matters

Who typically prepares and signs this document

The Business Services Keap Glo is used by teams that manage client engagements, delivery, and billing.

  • Small business owners and consultants preparing statement-of-work documents and payment terms for clients.
  • Operations and administrative staff who create templates, track milestones, and ensure compliance with contract terms.
  • Sales and CRM teams that generate agreements from Keap or other systems to close deals and capture signatures.

Different roles interact with the form during drafting, approval, signing, and retention depending on organizational size and industry.

Step-by-step: completing and executing a Business Services Keap Glo

Follow these steps to prepare, review, and execute the document in a compliant, consistent way.

  • 01
    Draft the agreement: Populate party names, scope, and payment fields.
  • 02
    Internal review: Legal and finance verify terms and tax details.
  • 03
    Send for signature: Use email or secure signing link to deliver.
  • 04
    Store executed copy: Archive signed PDF and retention metadata.

Recommended digital workflow settings

Configure the online workflow for predictable routing, signer authentication, and CRM integration.

Field Configuration
Routing Order Sequential signer order with conditional second approver
Signer Authentication Email link default; add SMS or KBA for higher assurance
Template Reuse Save as reusable template with auto-filled client fields
Integration Map completed PDF to CRM fields for automatic storage

Typical online signing flow at a glance

The following sequence summarizes a standard e-signing transaction from sender to archived agreement.

  • Upload document: Import PDF or Word contract
  • Place fields: Add signature, date, and initial fields
  • Send to signers: Dispatch via email or public link
  • Capture audit trail: System records timestamps and signer actions

File formats and integration requirements for e-submission

Use supported file formats and connect to systems that store completed agreements for continuity.

  • File types: PDF, DOCX, and HTML supported
  • CRM links: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • Storage: Box, Google Drive, Egnyte integrations

Security and compliance features to expect

Transport Encryption: TLS 1.2 / 1.3
Data at Rest: AES-256 encryption
Auditability: Comprehensive audit trail
Certifications: SOC 2 Type II, ISO 27001
Regulatory Support: ESIGN, UETA compliance
Healthcare: HIPAA support with BAA

Common preparation mistakes to avoid

  • Leaving scope vague — imprecise deliverables lead to disputes and delayed payments when acceptance criteria are not stated.
  • Using inconsistent party names — mismatched legal names can prevent tax reporting and hamper enforcement in court.
  • Missing effective dates or signature dates — dates determine rights, obligations, and applicable statute of limitations.
  • Failing to attach exhibits or pricing schedules referenced in the main agreement, which can render terms ambiguous.

Key legal risks and consequences

Tax reporting penalty: See IRC §6721; per-form fines up to $330+
I-9 violation: 8 CFR §274a.2 paperwork fines $281–$2,789
HIPAA breach exposure: 45 CFR §164 penalties and corrective action
Missing signature: Contract may be unenforceable without proper execution
Incorrect dates: Can affect payment timing and statutory periods
Unauthorized signer: Signature invalid if signer lacks authority

Essential components to include in a professional Business Services Keap Glo

Include clear, enforceable clauses that define obligations, payment mechanics, intellectual property, confidentiality, termination rights, and acceptance criteria to reduce risk and support predictable delivery.

Scope and Deliverables

Specify tasks, milestones, measurable acceptance criteria, and delivery formats so both parties understand exactly what will be delivered and when.

Compensation Details

State fixed fees or hourly rates, invoicing schedule, expense reimbursement rules, currency, late payment terms, and applicable taxes.

Term and Termination

Set the contract term, renewal mechanics, termination for cause and convenience, notice periods, and any post-termination obligations.

Confidentiality and IP

Define ownership of work product, licensing rights, and confidentiality obligations for proprietary information exchanged during performance.

Acceptance and Change Control

Describe how deliverables are accepted, correction windows, and a documented process for scope changes and corresponding price adjustments.

Signature and Execution

Provide clear signature blocks with printed name, title, date, and specify that electronic signatures constitute valid execution under ESIGN and applicable state law.

Practical examples from real customers

The following condensed cases show common usage patterns for contract templates and e-signature workflows in business services.

Martin Properties — Small Real Estate Operator

The interface is simple and easy to use for our team.

  • Mobile signing on property-site inspections streamlined execution.
  • I can process and execute all documents online with 100% compliance and built-in security, allowing closing tasks to proceed without in-person handoffs.

Optica Ventures — Services Firm

The interface is simple and easy-to-use for our team.

  • Templates reduced drafting time across deals.
  • The platform made it easier to standardize contract language, accelerate client signoff, and maintain a searchable archive for audits.

eSignature vendor pricing and capability snapshot for Business Services Keap Glo workflows

This table compares core pricing and capability attributes across common e-signature vendors. signNow is shown first per comparison convention.

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 Varies by plan; check vendor docs Varies by plan; check vendor docs Varies by plan; check vendor docs Varies by plan; check vendor docs
Bulk Send Yes (Business Premium tier) Varies by plan; enterprise tiers support bulk send Varies by plan; enterprise support available Varies by plan; check features Varies by plan; check features
Audit Trail Yes (detailed certificate of completion) Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Varies by plan; BAA possible Varies by plan; BAA possible Varies by plan; check vendor Varies by plan; check vendor
Envelope Cap No envelope cap 100 envelopes/user/year limit Varies by plan Varies by plan Varies by plan

Frequently asked questions about completing and signing this form

Answers to common technical, legal, and administrative questions to reduce errors and ensure valid execution.


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