Scope of Services
Describe campaign types, platforms, deliverables, targeting parameters, and specific tasks the agency will perform, including assumptions about creative assets and revisions allowed during the campaign.
A written agreement clarifies financial responsibilities, campaign scope, performance expectations, intellectual property rights, and data privacy controls so both parties share a common framework for execution and dispute resolution.
Agencies, freelance media buyers, in-house marketing teams, and clients use this agreement to document responsibilities, budgets, and approvals before campaigns launch.
An officer or employee with contracting authority (procurement lead, CMO, or authorized signatory). This person accepts payment terms, budget caps, and IP assignments on behalf of the client.
An officer or delegated representative (CEO, COO, or contracts manager) authorized to agree to service levels, billing practices, and vendor subcontracts for the agency.
Describe campaign types, platforms, deliverables, targeting parameters, and specific tasks the agency will perform, including assumptions about creative assets and revisions allowed during the campaign.
Set the media budget, agency management fees, invoicing schedule, whether agency will prepay platform spend, and any pass-through third-party charges or platform commissions.
Define KPIs (CTR, CPA, ROAS), reporting cadence, rounding or attribution methods, and an agreed process for campaign optimization and performance disputes.
State ownership or license of ad creative, rights to reuse assets, moral rights waivers if needed, and post-termination access to campaign materials and analytics data.
Specify handling of first- and third-party data, compliance obligations (HIPAA where applicable), permitted data sharing, retention, and deletion procedures.
Outline termination for convenience or cause, notice periods, settlement of outstanding media spend, indemnities, and any liquidated damages or limitation of liability clauses.
| Field name, purpose, and configuration | Suggested value or setting for online workflow configuration |
|---|---|
| Signer order and roles | Assign Signer 1 (Client approver) then Signer 2 (Agency signatory). |
| Authentication method | Use email link or SMS OTP for signer verification depending on risk level. |
| Required fields and attachments | Make signature, date, and budget fields mandatory; attach SOW or creative exhibits. |
| Reminder schedule and expirations | Set automated reminders at 3 and 7 days; set link expiry at 30 days. |
Use a secure eSignature workflow that produces tamper-evident PDFs and a robust audit trail for each signatory.
Campaigns begin on the Effective Date or specified start date.
Specify monthly prepay or post-bill cadence and invoice due dates.
Set weekly or monthly reporting and optimization checkpoints.
Include required days' notice for convenience or breach termination.
State automatic renewal terms and opt-out deadlines.
Optica replaced paper approvals with digital signatures to speed client onboarding and campaign starts.
Martin Properties moved lease and vendor contracts online to reduce in-person signing.