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AGREEMENTTemplate preview · Example
01
Services
Campaign plan and messaging; ads, landing page and emails.
02
Fees and payment
Deposit before work starts, invoices due within 14 days, expenses at cost with approval.
03
Advertising spend
Media spend is paid by the client directly to the ad platforms and is not included in the agency fee. The agency will not exceed the approved monthly budget without written approval.
04
Termination
Either party can end the agreement with written notice; work done to date is paid.
What a service agreement should cover
A service agreement sets out what you’ll deliver, what the client must do, how you’re paid and what happens if things change. For marketing agencies, the clauses that matter most are usually advertising spend, no guaranteed results, account ownership.
Clause
Why it matters
Services and exclusions
Defines the work and stops scope creep before it starts.
Client responsibilities
Makes dependencies explicit and ties your dates to them.
Fees and payment
Deposit, payment terms, expenses and late payment.
Advertising spend
Media spend is paid by the client directly to the ad platforms and is not included in the agency fee. The agency will not exceed the approved monthly budget without written approval.
No guaranteed results
The agency will use reasonable skill and care but cannot guarantee specific results, rankings, leads or sales.
Account ownership
Ad, analytics and social accounts belong to the client. The agency works in them by invitation and hands back access when the agreement ends.
Termination
How either side can end it and what’s owed.
The template
Parties
Service provider: [Business name, address, email] (“the consultant”)
The provider will deliver the marketing services described below, or in a statement of work signed by both parties.
[Campaign plan and messaging]
[Ads, landing page and emails]
[Monthly performance report]
[Monthly review call]
2. Not included
[Advertising spend (paid by the client directly)]
[Photography and video production]
[Website development beyond landing pages]
[Guaranteed lead or sales numbers]
3. Client responsibilities
[Access to ad accounts, analytics and CRM by invitation]
[Brand guidelines and product information]
[Approval of ad copy within two working days]
If the Client’s inputs are late, delivery dates move by the same amount of time.
4. Fees and payment
Fee: [Amount and basis — fixed, hourly, day rate or monthly]
Deposit: [e.g. 30% before work starts]
Payment terms: [e.g. invoices due within 14 days]
Expenses: [Charged at cost with prior approval / included]
Late payment: [Interest or right to pause work, as allowed by law]
5. Changes to the scope
Either party can request changes in writing. The provider will confirm the effect on fees and timeline before starting any change.
6. Advertising spend
Media spend is paid by the client directly to the ad platforms and is not included in the agency fee. The agency will not exceed the approved monthly budget without written approval.
7. No guaranteed results
The agency will use reasonable skill and care but cannot guarantee specific results, rankings, leads or sales.
8. Account ownership
Ad, analytics and social accounts belong to the client. The agency works in them by invitation and hands back access when the agreement ends.
9. Confidentiality
Each party keeps the other’s confidential information private and uses it only to perform this agreement, during the agreement and for [2] years after it ends.
10. Liability
[Limit each party’s total liability, e.g. to the fees paid under this agreement in the previous 12 months, and exclude indirect losses, to the extent the law allows. Have a lawyer draft this clause for your jurisdiction.]
11. Term and termination
This agreement starts on the effective date and continues until the services are complete, unless ended earlier.
Either party may end it with [14] days’ written notice.
Either party may end it immediately if the other materially breaches it and doesn’t fix the breach within [10] days of notice.
On termination, the Client pays for work done up to the termination date.
12. Independent contractor
The provider is an independent business, not an employee, and is responsible for their own taxes and insurance.
General
Entire agreement: this agreement (and any statements of work under it) is the whole agreement between the parties on its subject.
Changes: changes to this agreement must be in writing and signed by both parties.
Notices: notices are sent to the email addresses above, or as updated in writing.
Governing law: this agreement is governed by the laws of [jurisdiction], and the courts of [jurisdiction] have jurisdiction.
Signatures
[Party A]
[Party B]
Name
Title
Signature
Date
How to fill it in
Fill in both parties’ legal names and addresses, and the effective date.
Describe the services and deliverables, or reference a signed statement of work.
List exclusions and the client’s responsibilities, with dates where they affect yours.
Set the fee, deposit, payment terms, expenses and late payment terms.
Review the marketing-specific clauses, such as advertising spend, and adapt them to the project.
Have a lawyer review the template for your jurisdiction, then sign it before work starts.
Use it in Word, Google Docs or PDF
Microsoft Word
Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.
Google Docs
Upload the .docx file to Google Drive.
Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
Use File → Make a copy for each new client so your master stays clean.
PDF
Use Print or save as PDF in the template section above to print just the template, or fill it in Word or Google Docs first and export it (File → Save As → PDF in Word, File → Download → PDF document in Google Docs).
Example: key terms for Tidewater Marketing and Larkspur Interiors
How the main clauses read once filled in for a quarterly lead generation campaign. Both companies are fictional.
Parties and dates
Provider: Tidewater Marketing
Client: Larkspur Interiors
Effective date: 1 March
Services
Campaign plan and messaging
Ads, landing page and emails
Monthly performance report
Monthly review call
Not included
Advertising spend (paid by the client directly)
Photography and video production
Website development beyond landing pages
Guaranteed lead or sales numbers
Fees and payment
Fee: $6,360.00 excluding tax, as itemised in the proposal
Deposit: $1,908.00 (30%) before work starts
Payment terms: Invoices due within 14 days
Notice: 14 days’ written notice by either party
Advertising spend
Media spend is paid by the client directly to the ad platforms and is not included in the agency fee. The agency will not exceed the approved monthly budget without written approval.
No guaranteed results
The agency will use reasonable skill and care but cannot guarantee specific results, rankings, leads or sales.
Account ownership
Ad, analytics and social accounts belong to the client. The agency works in them by invitation and hands back access when the agreement ends.
Common mistakes
Starting work before it’s signed. Most disputes start on projects where the terms were “agreed on a call”.
A scope described in one line. Reference a detailed scope or statement of work.
No change process. Without one, every extra request becomes a negotiation.
Copying clauses you don’t understand. If you can’t explain a clause to the client, ask a lawyer about it.
Angelwood’s proposal software builds proposals and agreements from your own templates, shows when the client has opened them and collects e-signatures, with a countersignature to execute the agreement.
Get the agreement signed before any work begins. Terms agreed on a call are the ones that get remembered differently.
02
Make the scope concrete.
Name the deliverables and the exclusions. For marketing agencies, “Advertising spend (paid by the client directly)” is a common source of disagreement.
03
Adapt it with a lawyer.
Use this as a starting point. Laws differ by country and state, and a short review by a lawyer is cheaper than a dispute.
No. Results depend on factors outside your control, such as budget, market and the client’s offer. Commit to activities, reporting and standards of work, and say explicitly that specific results aren’t guaranteed.
Is a contract template legally binding?+
A template becomes binding once the parties agree and sign it, if it meets the legal requirements where you are. Whether it protects you depends on what it says, so have a lawyer review it for your jurisdiction.
Can contracts be signed electronically?+
In most countries, yes: electronic signatures are generally valid for business contracts like this one, with some exceptions for specific document types. Check the rules that apply to you.
Can I edit this template in Word or Google Docs?+
Yes. Download the Word (.docx) file and open it in Microsoft Word, or upload it to Google Drive and choose Open with → Google Docs. There’s also a Markdown version for any text editor. No account or email address is needed.
How do I save it as a PDF?+
Fill it in, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs. On this page you can also print just the template or save it as a PDF from your browser’s print dialog.