Marketing Customer Info Packet

MARKETING CUSTOMER INFO PACKET

PARTY IDENTIFICATION

Client Name:

Agency/Creator Name:

CAMPAIGN OVERVIEW

Campaign Start Date:     Campaign End Date:

Social Media    Search/SEM    Display Advertising    Email Marketing    Events/Experiential    Other:

DELIVERABLES & SCHEDULE

List each deliverable, required format, quantity and firm delivery date. Agency will deliver content consistent with the specifications below unless otherwise amended in writing.

Format:     Quantity:     Due Date:

Format:     Quantity:     Due Date:

COMPENSATION & EXPENSES

The parties agree the fees and payment schedule for the campaign are as follows. Unless otherwise agreed in writing, amounts are payable in U.S. dollars and are exclusive of taxes for which Client is responsible.

Deposit Amount:     Deposit Due:

Client pre-approval required for reimbursable expenses above: $

USAGE RIGHTS & INTELLECTUAL PROPERTY

License Grant: Agency hereby grants Client a non-exclusive/non-transferable license to use the final deliverables for the campaign purposes described in this packet for the duration and territory specified below, subject to full payment and the limitations set forth in this document. Unless otherwise agreed in writing, Agency retains ownership of pre-existing materials and underlying methodologies.

Work-for-hire and Transfers: Where Client requires assignment of copyright to Client, parties will document transfer in a separate written agreement conditioned on full payment. Absent such an executed assignment, Agency retains all copyright and grants the license described above.

Exclusivity: Client requires exclusivity for the product/service category. If exclusivity is selected, territory and duration above apply and Client agrees to pay the exclusivity fee specified under Compensation.

FTC DISCLOSURE COMPLIANCE

Agency/Creator represents and warrants that all sponsored, paid, or materially connected content created under this campaign will include clear and conspicuous disclosures of the material connection between Client and Agency/Creator in the form and placement required by applicable consumer protection rules. Creator agrees to include language such as "ad", "sponsored", or similar disclosure that is readily understandable by the target audience.

Compliance Confirmation: Creator will include required disclosure on all paid or sponsored posts. Client acknowledges responsibility to review final copy for compliance prior to posting.

TERMINATION, CANCELLATION & KILL FEES

Termination for Convenience: Either party may terminate this engagement upon written notice to the other party delivered not less than days prior to the effective termination date. In the event of termination by Client without cause, Client shall pay Agency for work performed to date plus any non-cancellable commitments.

CONFIDENTIALITY, REPRESENTATIONS & INDEMNITY

Confidentiality: Each party agrees to keep confidential all non-public business information of the other party disclosed in connection with the campaign and to use such information solely for performance under this packet. Confidential information does not include information that is or becomes publicly known through no breach of this obligation.

Representations: Client represents that it has the right to authorize Agency to use the Client's trademarks, logos and materials provided for the campaign. Agency represents that its deliverables will not infringe third-party intellectual property rights.

Indemnity: Each party shall indemnify, defend and hold harmless the other party from third-party claims arising from breaches of the foregoing representations or from the indemnifying party’s gross negligence or willful misconduct.

Limitation of Liability: Except for indemnity obligations or breaches of confidentiality, neither party shall be liable to the other for consequential, incidental or punitive damages. Aggregate liability shall be limited to the total fees paid to Agency under this packet.

REPORTING & METRICS

MODIFICATIONS & APPROVALS

All material modifications to campaign scope, deliverables, fees or schedule must be agreed in writing and signed by authorized representatives of both parties. Approvals required from Client shall be provided within the approval turnaround times set above unless otherwise agreed.

MISCELLANEOUS

Governing Law: This packet and any disputes arising hereunder shall be governed by the laws of the governing jurisdiction agreed by the parties. Any venue or jurisdictional clause will be set forth in the final agreement incorporating these terms.

ACKNOWLEDGMENT

By signing below, Client and Agency acknowledge that the information set forth in this Marketing Customer Info Packet accurately reflects the parties' understanding of the campaign scope, deliverables, compensation and preliminary legal terms. This document is intended to form the basis for a formal agreement; final contractual rights and obligations will be set forth in a definitive agreement executed by both parties.

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