Can this agreement be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.

Do consumer disclosures apply?

If the agreement is consumer-facing for payment or services, provide ESIGN consumer disclosure explaining the right to receive paper and how to withdraw consent.

Which signNow plan fits high-volume signing?

For high-volume needs, consider a Site License (usage-based at $1.50/signature invite) or Enterprise plans that include advanced fields and API access.

Is a notary required for this contract?

Generally no for standard service agreements, but a notary may be needed for affidavits, powers of attorney, or state-specific requirements; check local law.

What authentication level is recommended?

Use email plus SMS or access-code verification for stronger attribution; for sensitive data, require identity proofing or two-factor authentication.

How do I preserve an audit trail?

Use an eSignature platform that records timestamps, IP addresses, and action logs and can export a certificate of completion for future disputes or audits.

Electronic Signature
Templates
Marketing
Marketing Klaviyo and SEO Agreement

Marketing Klaviyo and SEO Agreement

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

MARKETING KLAVIYO AND SEO AGREEMENT

Effective Date:

Client Name: Agency Name:

CONTACT & CONTRACTING INFORMATION

Client Address Agency Address Primary Client Contact Primary Agency Contact

CAMPAIGN OVERVIEW

Campaign Name Objectives (measurable goals) Target Audience

Primary Channels (select all that apply):

Klaviyo / Email Marketing On-page SEO Off-page SEO / Link Building Content Marketing

Paid Search / PPC Social Media Other:

DELIVERABLES & SCHEDULE

The Agency will deliver the following items in accordance with the schedule below. Each deliverable must include required format, acceptance criteria, and delivery date.

Deliverable 1 — Description

Format: Quantity: Due Date:

Deliverable 2 — Description

Format: Quantity: Due Date:

Additional Deliverables / Notes

COMPENSATION & PAYMENT

Total Fee: $ (exclusive of agreed expenses)

Payment Schedule / Milestones

Late Payment Interest: Payment Method:

USAGE RIGHTS & INTELLECTUAL PROPERTY

License Grant: Agency hereby grants Client a license to use Deliverables for the Territory: for the Term: From to .

Ownership: Agency retains ownership of pre-existing materials and methodologies used in performance.
Client obtains ownership of final deliverables upon full payment and receipt of all files, except for third-party components and Agency pre-existing IP.

Third-Party Materials & Open Source

FTC DISCLOSURE & COMPLIANCE

Agency represents and warrants that all paid, sponsored, or incentivized communications will be clearly disclosed consistent with applicable advertising and consumer protection laws. Agency will provide a disclosure plan for any public communications using Affiliate links, promotions, or endorsements.

Agency acknowledges responsibility to include clear and conspicuous disclosure language in all email, landing pages, social posts, and other deliverables where required.

EXCLUSIVITY

Exclusivity: Exclusive engagement Non-exclusive

If exclusive, scope and duration

TERMINATION

Either party may terminate this Agreement for convenience upon days' prior written notice. Termination for cause may be immediate if a material breach is not cured within days after written notice.

Kill Fee: In the event of termination without cause by Client prior to key milestones, Client shall pay a kill fee equal to $ or the pro rata amount for work performed to date, whichever is greater.

CONFIDENTIALITY, INDEMNITY & LIMITATIONS

Confidential Information disclosed by either party shall be held in confidence and used only for performance under this Agreement. Each party will use commercially reasonable measures to protect such information and will return or destroy it upon termination.

Indemnification: Each party shall indemnify, defend, and hold harmless the other from any third-party claims arising from its breach of representations, infringement claims resulting from its materials, or its gross negligence or willful misconduct.

Limitation of Liability: Except for breaches of confidentiality or a party's indemnity obligations, neither party's aggregate liability shall exceed the total fees paid to the Agency under this Agreement in the twelve (12) months preceding the claim. Neither party shall be liable for consequential or speculative damages.

WARRANTIES & PERFORMANCE

Agency warrants that it will perform services in a professional manner consistent with industry standards and will use reasonable efforts to achieve the stated objectives. Client warrants that it has authority to provide all materials and approvals necessary for Agency to perform.

GOVERNING LAW & DISPUTE RESOLUTION

Governing Law: This Agreement shall be governed by the laws of the State of without regard to conflict of laws provisions.

Dispute Resolution: The parties agree to good-faith negotiation, and if unresolved, to submit disputes to in the agreed forum.

MISCELLANEOUS

Independent Contractor Status: Agency is an independent contractor and not an employee of Client. Nothing in this Agreement creates a partnership or joint venture.

Assignment: Neither party may assign this Agreement without the other party's prior written consent, except to a successor in interest to substantially all of its business.

Additional Terms

Client (Print Name):

By:

Date:

Agency (Print Name):

By:

Date:

What the Marketing Klaviyo and SEO Agreement Covers

A Marketing Klaviyo and SEO Agreement is a written contract that sets terms between a service provider and a client for email marketing via Klaviyo and search engine optimization services. It defines scope, deliverables, timelines, data access and handling, payment terms, intellectual property rights, confidentiality, and termination conditions so both parties understand obligations and risk allocation under U.S. law.

Why a Dedicated Klaviyo and SEO Agreement Matters

Using a focused agreement clarifies the scope of email automation and SEO work, protects customer data, and sets measurable milestones and payment triggers. It reduces disputes by documenting responsibilities, data permissions for Klaviyo account access, and remedies if performance or compliance standards are not met.

Who Typically Uses This Agreement

These agreements are used by agencies, consultants, and in-house marketing teams to govern Klaviyo email programs and SEO services.

Marketing agencies and consultants who manage Klaviyo accounts and ongoing SEO campaigns for multiple clients.
E-commerce merchants delegating email automation, list segmentation, and SEO to external specialists.
In-house marketing teams that need standardized contracts for recurring optimization and compliance.

Use this template to ensure consistent terms across engagements, reduce negotiation time, and document data access and retention expectations.

Core Elements to Include in a Professional Agreement

A comprehensive document breaks the engagement into distinct, enforceable sections that address deliverables, performance measurement, data handling, rights, and exit terms.

Scope of Work

Describe services (Klaviyo setup, email flows, lists, templates, on-page SEO, keyword research, link building) and specify deliverables, acceptance criteria, and measurable KPIs.

Access & Data

Specify Klaviyo account access level, API keys, use of customer lists, permissions, and who owns exported data and audience segments.

Payment Terms

Define fees, invoicing schedule, retainers, milestone payments, late fees, and reimbursement for advertising or third-party tool costs.

IP & Deliverables

Clarify ownership of creative assets, templates, code snippets, and whether work-for-hire or license terms apply for content and tracking scripts.

Privacy & Compliance

Address privacy obligations, data processing, opt-in consent, CAN-SPAM, and when HIPAA or other industry rules apply for protected data.

Termination & Remedies

Set termination rights, notice periods, transition assistance, refund rules, and dispute resolution procedures.

Essential Fields and Required Information

Full Party Names: Legal entity names

Contact Information: Street address and email

Klaviyo Account: Account ID and access role

SEO Scope: Target domains

Compensation: Fee amount or schedule

Effective Date: MM/DD/YYYY

Step-by-Step: Completing the Agreement

Follow these sequential steps to fill the agreement accurately and reduce execution delays.

01

1. Identify Parties: Enter legal names and contact details for each party.
02

2. Define Scope: List specific Klaviyo and SEO tasks, deliverables, and KPIs.
03

3. Set Dates: Add effective date, milestones, and renewal terms.
04

4. Confirm Signers: Ensure authorized signatories and signature blocks are correct.

How to Configure an Online Workflow for This Agreement

Map document fields and routing so signatures and approvals occur in the correct order and audit logs are captured.

Field	Configuration
Signature Block	Place for each authorized signer and date field
Klaviyo Details	Text field for account ID and access scope
Payment Terms	Checkbox for billing frequency and numeric amount
Approval Routing	Sequential order with email verification

Where to Send or File the Completed Agreement

Choose submission targets that preserve proof of delivery and allow future access to records.

Client Records: Store executed PDF in client contract folder
Agency CRM: Attach signed agreement to the client record
Klaviyo Notes: Log account access permissions in Klaviyo
Accounting: Send invoice copies to finance for payment tracking

Sharing and Digital Signing Requirements

Use secure eSignature and storage platforms that support audit trails, access controls, and common integrations.

File Formats: PDF, DOCX supported
Integrations: Salesforce, NetSuite, Google Workspace
Authentication: Email or SMS code verification

Ensure the chosen platform can export a certificate of completion and retain signed copies in compliance with ESIGN and internal retention policies.

Typical Deadlines and Notice Periods to Include

Specify milestone dates, review windows, termination notice, and billing cycles so expectations are enforceable.

Effective Date:

Date when services begin

Initial Deliverable:

30 days from effective date

Monthly Reporting:

Reports due within 7 days of month end

Renewal Notice:

60 days prior written notice

Termination Notice:

30 days written notice

Common Mistakes to Avoid

Vague scope language that omits specific Klaviyo flows or SEO deliverables and leads to scope disputes.
Failing to specify data ownership for exported lists, segmentation logic, or email templates created during the engagement.
Not documenting account access levels or passwords, which complicates transition and security audits.
Omitting privacy or consent language required for email marketing under CAN-SPAM and state privacy laws.

Risks and Consequences of an Improper Agreement

Breach Liability: Damages or termination

Data Exposure: Regulatory fines

Payment Delays: Collection costs

IP Disputes: Loss of asset control

Compliance Risk: CAN-SPAM or state fines

Reputational Harm: Customer trust loss

How This Agreement Differs from a Standard Marketing Contract

A focused Klaviyo and SEO Agreement clarifies platform access, data handling, and recurring technical deliverables compared with a generic marketing services contract.

Agreement Type	Marketing Klaviyo & SEO	Standard Marketing Agreement
Scope Detail	platform-specific tasks	broad campaign work
Data Access	api and list access	occasional exports
Performance Metrics	kpi and deliverable driven	high-level targets
IP Assignment	template and segment ownership	creative deliverables

eSignature Vendor Comparison for Executing This Agreement

Compare starting prices and feature availability for common eSignature vendors. signNow is listed first per platform comparison conventions.

	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	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Illustrative Use Cases

Two compact examples show typical implementations and the contractual points to emphasize for each scenario.

E-commerce Agency Engagement

An agency onboards a retailer to Klaviyo for automated flows and weekly SEO tasks.

Deliverables include 3 welcome flows and monthly keyword reports.
The agreement specifies access scope, KPI thresholds, monthly reporting cadence, and termination notice to allow account handoff without data loss.

Local Services SEO Retainer

A consultant provides local SEO and Klaviyo list segmentation for lead nurturing.

Services include citation cleanup and two nurture sequences.
The contract details measurable ranking targets, content ownership, payment schedule, and data export rights at contract end.

Frequently Asked Questions and Troubleshooting

Answers to common execution and eSigning questions to prevent delays and ensure enforceability under U.S. e-signature law.

Need help? Contact support

Can this agreement be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.
Do consumer disclosures apply?
If the agreement is consumer-facing for payment or services, provide ESIGN consumer disclosure explaining the right to receive paper and how to withdraw consent.
Which signNow plan fits high-volume signing?
For high-volume needs, consider a Site License (usage-based at $1.50/signature invite) or Enterprise plans that include advanced fields and API access.
Is a notary required for this contract?
Generally no for standard service agreements, but a notary may be needed for affidavits, powers of attorney, or state-specific requirements; check local law.
What authentication level is recommended?
Use email plus SMS or access-code verification for stronger attribution; for sensitive data, require identity proofing or two-factor authentication.
How do I preserve an audit trail?
Use an eSignature platform that records timestamps, IP addresses, and action logs and can export a certificate of completion for future disputes or audits.

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