Scope of Services
Clearly list channels, activities, and deliverables (e.g., paid search, creative production, email sends) so measurement maps directly to work performed and billing.
Including a clear marketing guarantee reduces ambiguity, aligns incentives around measurable KPIs, and provides pre-agreed remedies that limit disputes. It supports predictable invoicing and helps both parties evaluate campaign risk and success objectively.
The template is used by parties who want measurable commitments and predefined remedies to manage marketing performance risk.
Use it when you need objective success metrics, clear timelines, and agreed corrective steps rather than open-ended promises.
An agency owner executing a guarantee should be authorized to commit refunds, credits, or remedial work on behalf of the firm and ensure deliverables align with the scope. Legal review is recommended for any provision that ties fees to external conversions or third-party costs.
A corporate marketing director signing on behalf of a client should have budget authority to accept or remit refunds and the ability to approve measurement standards and access to analytics for verification.
Clearly list channels, activities, and deliverables (e.g., paid search, creative production, email sends) so measurement maps directly to work performed and billing.
Define primary KPIs (CPL, CPA, conversions) with exact calculation method, reporting intervals, attribution window, and baseline comparators to avoid later disputes.
Specify remedies (service credits, fee reductions, additional work) and exact formulas for calculating credits or refunds if KPIs are missed.
State the guarantee period, any probationary periods, renewal mechanics, and termination rights tied to repeated failures or material breaches.
Clarify ownership of campaign assets, data access rights, and confidentiality protections for performance data and strategy materials.
Include escalation steps, required notices, and preferred dispute processes such as mediation or arbitration, plus governing law selection.
| Field | Configuration |
|---|---|
| Authentication Method | Email plus optional SMS one-time passcode for stronger signer verification. |
| Routing Order | Use sequential signing when approvals must follow a fixed signatory order. |
| Reminders | Automated reminder cadence: 3 days, then weekly until completion. |
| Expiration | Set a sensible expiration (eg. 30 days) to limit stale signature windows. |
Choose platforms and file formats that preserve the executed record and accessible audit trails.
Ensure the chosen system stores tamper-evident signed PDFs, preserves audit trails, and supports required retention policies.
MM/DD/YYYY — measurement begins on this date.
Define the campaign window, e.g., 30, 60, or 90 days.
Specify net terms (Net 30) and invoicing cadence.
Allow a short remedy window (for example, 14 days) before formal remedies.
Require written notice and supporting data within a fixed time (e.g., 10 business days).
Create the template and define KPIs before campaign launch.
Legal and finance confirm remedies, tax implications, and authority to bind.
Obtain authorized signatures and distribute executed copies to stakeholders.
Begin the agreed reporting cadence and apply remedies if targets are missed.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
An early-stage firm used a narrow CPL guarantee tied to specific ad spend thresholds and tracking parameters
A real-estate owner contracted a lead-generation guarantee with defined qualified lead criteria and vetting rules