Scope of Services
Describe specific SEO activities (technical audit, on-page optimization, content creation, link building, reporting) with exclusions and responsibilities for client-provided items.
A clear written agreement aligns expectations, limits liability, and documents measurable outcomes and payment triggers. It protects client data and agency IP, defines remediation steps for missed milestones, and creates an enforceable record of consent suitable for e-signature under federal and state law.
Common users include agencies, independent consultants, in-house marketing teams, and clients procuring ongoing SEO work or project-based services.
The agency signatory confirms delivery capacity, assigns personnel, warrants ownership or licensed use of deliverables, and accepts payment terms and liability limits on behalf of the service provider.
The client signatory confirms authority to bind the buying entity, authorizes access to required assets (analytics, CMS), agrees to payment milestones, and acknowledges acceptance criteria for deliverables.
Describe specific SEO activities (technical audit, on-page optimization, content creation, link building, reporting) with exclusions and responsibilities for client-provided items.
List deliverables, milestones, and acceptance criteria; include timelines for drafts, approvals, and iteration cycles tied to payment triggers.
Specify fee model (retainer, project, performance), invoicing schedule, late payment penalties, and any reimbursable third-party costs or tool subscriptions.
Define KPIs (organic traffic, rankings, conversions), measurement methods, reporting frequency, and remedies if agreed performance thresholds are not met.
Clarify ownership of created content, code, and data; include license grants for strategies or templates remaining provider-owned.
Set obligations for handling analytics access, client PII, and include any required data processing terms or security requirements.
| Signature Order | Sequential or parallel signing; choose sequential when approvals must occur in a specific order. |
|---|---|
| Authentication Level | Email link, SMS code, or identity verification (KBA) depending on risk and client requirements. |
| Conditional Fields | Use conditional fields to show pricing or optional scopes when a checkbox is selected. |
| Templates and Clones | Create a reusable template for recurring engagements to reduce setup time and errors. |
| Integrations | Connect to CRM, accounting, or cloud storage (Salesforce, NetSuite, Google Workspace) to automate recordkeeping. |
Ensure platform compatibility with file types, authentication, and retention policies before sending documents.
The date parties sign or a specified MM/DD/YYYY date when obligations begin.
Net terms and invoice due dates; track late payment grace periods explicitly.
Dates for audits, content deliveries, and deployment windows tied to acceptance testing.
Time required for termination or scope-change notices (commonly 30 days).
Automatic renewal terms and deadlines for opting out or renegotiating.
Agree scope, fees, and risk allocation before signatures are requested.
All authorized signatories sign and the agreement becomes legally binding.
Agency receives access to analytics, CMS, and other resources to begin work.
Periodic reviews against KPIs and milestone-based payments; adjust scope as needed.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Plan | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Yes | Yes | No | No |
Optica used a standardized services exhibit to onboard multiple small business clients with consistent deliverables and reporting cadence.
A regional real estate firm required rapid execution for seasonal listing campaigns and remote approvals.