Scope
Clearly describe included services (keyword research, on-page SEO, link building, campaign management), deliverables, excluded work, and how out-of-scope requests will be priced or approved in writing.
Provides clear allocation of responsibilities, measurable performance targets, and standardized billing to reduce disputes. It protects intellectual property and confidential data, establishes payment and termination terms, and creates objective criteria for evaluating campaign effectiveness and contractor liability.
Typical signers include in-house marketing managers, external agencies, procurement and finance reviewers, and legal counsel overseeing contract terms.
Use clear role assignments and signature authority to prevent processing delays and ensure timely billing and reporting.
Typically approves scope, budgets, and performance metrics. Provides access to analytics and ad accounts and reviews monthly reports. Procurement or legal commonly verifies signature authority before execution to ensure enforceability.
Signs on behalf of the agency and oversees campaign delivery and subcontractors. Certifies ad spend handling and billing practices. Must have corporate authority; ensure subcontractor responsibilities and data handling obligations are explicitly assigned in written attachments.
Clearly describe included services (keyword research, on-page SEO, link building, campaign management), deliverables, excluded work, and how out-of-scope requests will be priced or approved in writing.
State fee structure, payment schedule, billing cycles, reimbursement of ad spend, late payment consequences, and whether platform or third-party costs are included or billed separately.
Define KPIs, reporting cadence, measurement methods, conversion tracking requirements, and objective thresholds for success, bonuses, or remediation within specified timeframes.
Specify ownership of creative, ad copy, analytics data, and account access. State whether deliverables are assigned or licensed and any use restrictions explicitly after termination.
Include NDA provisions protecting sensitive data, marketing strategies, customer lists, and tracking configurations. Define permitted disclosures and data handling obligations, including subcontractor responsibilities and retention.
Specify term length, auto-renewal terms, notice periods, cure rights for breaches, and post-termination obligations such as final reporting, payment reconciliation, and data return or destruction.
| Field | Configuration |
|---|---|
| Signing Order | Specify signer sequence or allow parallel signing. |
| Reminders | Set auto-reminders schedule to reduce signing delays. |
| Authentication | Select email, SMS code, or higher KBA authentication. |
| Storage | Save to secure cloud storage with role-based access controls. |
Ensure your platform supports required integrations, file formats, and authentication methods before preparing the agreement for electronic execution.
Services begin on this date once budget and access are confirmed.
Invoices issued monthly; payment due within 30 days unless otherwise stated.
Detailed metrics delivered within five business days after period end.
State renewal term length and how much notice required to opt out.
Specify notice period and any cure rights for breaches before termination.
Signatures complete; internal approvals recorded; kickoff scheduled.
Account access provided; tracking tags and conversions implemented.
First 30-day report analyzed to adjust bids and creatives.
Regular testing and budget reallocation based on KPIs.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica Ventures used the agreement template to standardize client onboarding and signature collection across remote buyers and sellers.
Martin Properties implemented the agreement to close leasing and advertising vendor contracts without in-person signatures.