Scope of Work
Describe campaign objectives, platforms (e.g., Facebook, Instagram, LinkedIn), deliverables, creative approvals, audience targeting, and any excluded activities to avoid scope creep.
The agreement clarifies expectations, reduces disputes, and creates accountabilities around ad spend, approvals, and KPIs. Clear terms protect both parties and streamline campaign onboarding, billing, and performance reviews.
Typical parties include marketing agencies, freelance media buyers, in-house marketing teams, and platform integrators who run or manage paid social campaigns.
Use the agreement whenever a third party will run paid social ads, when media budgets exceed informal arrangements, or when data handling and access to ad accounts is required.
Chief marketing officer or marketing manager authorized to approve budgets and accept campaign performance reports. This signer has authority to allocate funds and approve creative and targeting decisions on behalf of the client.
Account director or agency principal who accepts scope, manages campaign execution, and warrants deliverables. This signer is responsible for ad placement, billing reconciliation, and compliance with platform terms.
Describe campaign objectives, platforms (e.g., Facebook, Instagram, LinkedIn), deliverables, creative approvals, audience targeting, and any excluded activities to avoid scope creep.
State monthly or campaign budgets, responsibility for media spend, payment schedule, fees, invoicing process, and whether fees are fixed, percentage-based, or performance-linked.
Define KPIs (CPC, CPA, CTR, ROAS), measurement windows, reporting cadence, baseline targets, and remedies or fee adjustments for missed targets if agreed.
Specify account access levels, ad account ownership, credential management, two-factor authentication requirements, and process for transferring access on termination.
Allocate ownership or license rights for ad creative, copy, and data; address third-party assets and necessary releases for imagery or music.
Include confidentiality terms, permitted data uses, restrictions on sharing PII or customer lists, and obligations to comply with applicable privacy laws.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing based on approval hierarchy |
| Authentication | Email link plus optional SMS code or stronger ID verification |
| Attachments | Include SOW, rate cards, and creative samples as annexes |
| Retention | Save signed PDF and audit trail to secure cloud storage |
Use a secure eSignature platform that supports audit trails, PDF exports, and integrations with business systems.
Ensure chosen platform meets any industry compliance needs (for example HIPAA or 21 CFR Part 11) and produces a tamper-evident signed PDF with an audit trail.
Agreement becomes effective on the MM/DD/YYYY entered in the Effective Date field
Campaign launch date and any staging or QA windows prior to ad go-live
Monthly or milestone invoicing terms and net payment days (for example Net 30)
Weekly or monthly performance reports and KPI review meetings
Typical notice periods are 30 days for convenience termination unless otherwise stated
An agency and retailer agree a fixed monthly fee for campaign management and a separate ad spend account
A consultant is paid a base fee plus performance bonuses tied to CPA targets
| Criteria | Social Ads Agreement | Master Services Agreement |
|---|---|---|
| Primary Focus | campaign execution | broad services and long-term relationship |
| Budget Treatment | media spend detailed | often high-level or delegated |
| Performance Terms | specific kpis | general deliverables |
| Attachment Needs | sow and creatives | multiple service sows |
| 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 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 |