Parties
Identify the legal entity and the CMO by full legal name and business form; note any parent or related entities responsible for payroll or billing and attach authority documentation if needed.
A clear agreement reduces ambiguity about authority, protects company IP, aligns expectations on compensation and equity, and documents termination and severance mechanics to limit disputes.
Typical users include corporate leadership, legal counsel, and external marketing partners when formalizing executive marketing arrangements.
The agreement centralizes responsibilities and financial terms so stakeholders — from HR to the board — have a single authoritative record.
| Field | Configuration |
|---|---|
| Authentication Method | Email + SMS code; use KBA for high-risk signers. |
| Document Format | Upload PDF/A for long-term retention; include embedded exhibits. |
| Reminder Schedule | Set two reminders at 3 and 7 days after initial send. |
| Signer Order | Set sequential signing when corporate approvals are required. |
Technical prerequisites and integrations to consider when sending an Executive CMO Agreement electronically.
Identify the legal entity and the CMO by full legal name and business form; note any parent or related entities responsible for payroll or billing and attach authority documentation if needed.
Describe primary duties, budget approval limits, reporting lines, and campaign responsibilities; reference exhibits for detailed deliverables, timelines, and measurable KPIs tied to bonus payments.
Detail base salary, bonus structure, payment frequency, expense reimbursement, and any commission or incentive calculations, including treatment on termination and for unvested bonuses.
Specify equity award type, grant size, vesting schedule, acceleration triggers, transfer restrictions, and tax withholding responsibilities; attach equity award agreement as an exhibit.
Assign marketing-related IP and creative deliverables to the company using work-for-hire language where applicable; clarify ownership of trademarks, logos, and campaign data.
State term length, notice periods, cause definitions, severance entitlements, post-termination obligations such as non-solicit clauses, and any garden leave provisions.
Specify start date and whether the agreement is fixed-term or at-will.
Set quarterly or annual KPI review schedule and measurement process.
State payroll dates, bonus timing, and expense reimbursement deadlines.
Require written notice periods for resignation or termination, e.g., 30–90 days.
Include grant date, acceptance deadlines, and vesting commencement date.
Legal and HR review the draft and iterate with business stakeholders prior to external negotiation.
Obtain required approvals for compensation, equity, and significant contractual commitments from the board or CEO.
Collect signatures from authorized officers and the CMO; capture execution timestamp and distribute copies.
Complete onboarding tasks including payroll setup, equity grant processing, and campaign handoff documentation.
| Criteria | Executive CMO Agreement | Marketing Services Agreement |
|---|---|---|
| Control & Reporting | high control | agency-managed |
| Duration | long-term | project-based |
| Equity | common | rare |
| Employment Status | executive/employee or partner | independent contractor |
| 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |