We’ve created a customizable marketing agreement (PDF and Word) to help save you time while looking professional when signing on new clients. Legal experts and proofreaders have reviewed this marketing contract with best practices in mind.
We’ve created a customizable marketing agreement (PDF and Word) to help save you time while looking professional when signing on new clients. Legal experts and proofreaders have reviewed this marketing contract with best practices in mind.
What’s in this template?To understand what a marketing agreement is, we first must define the role of a marketing professional.
A marketer helps clients by creating promotional materials for their products and services. Marketing services include but are not limited to, making brochures, websites, advertising, pamphlets, and sales letters.
A marketing agreement is a document that sets forth the terms and conditions for which a marketer assists clients with their marketing activities.
DISCLAIMER: We are not lawyers or a law firm and we do not provide legal, business or tax advice. We recommend you consult a lawyer or other appropriate professional before using any templates or agreements from this website.
You have campaigns to run and clients to serve; the last thing you need to worry about is compliance.
That’s why we’ve created a fully customizable marketing agreement template to streamline your client intake and get on with your work.
Click below to grab a copy of our templateAs a marketer, an agreement template helps you define your offerings, forecast sales, and set expectations with your client.
Conversely, as a client, a marketing agreement helps you to understand what services you can expect and when.
More importantly, a marketing agreement acts as a point of accountability for all parties involved—making for a productive business relationship.
Your marketing agreement template is the foundation of your contractual arrangement with clients. To ensure your fine print is clear, we’ve identified six elements of an effective marketing agreement.
This is the nuts and bolts of your contract, where you outline what you’ll be delivering as part of your marketing service.
A project timeline lays out when each milestone will be delivered. Or, if it’s ongoing work, you could detail the frequency of work. For example, if a company has engaged with you to manage their social media marketing, you may agree to schedule 20 posts across all accounts each month.
If a client is hiring a marketing contractor to perform work, it’s common practice that the client owns any assets related to the project.
Ultimately, this comes down to trust, but it’s worth mentioning nevertheless to give the client confidence that you won’t go off an do anything dodgy with their assets.
This is the part of the marketing agreement where the marketer will clarify their fees and payment terms. It’s often that the payment schedule is in-line with the timeline of deliverables. For example, monthly payments for ongoing work, or progress payments at each milestone of a one-off project.
Depending on the nature of work, the marketer, the client, or both may request confidentiality for sensitive information.
For example, the marketing consultant may have a proprietary process for how they conduct a campaign. Or the client may have sensitive customer or employee information that needs to remain private.
As much as we want to think our business partnerships will last forever, at some point, the work will come to an end.
Discussing and communicating all the ways a party can terminate the marketing agreement is a valuable exercise to do upfront.
It shows maturity, sets expectations, and, if anything, it can relax parties to know what their options are if the situation changes.
You have campaigns to run and clients to serve; the last thing you need to worry about is compliance.
That’s why we’ve created a fully customizable marketing agreement template to streamline your client intake and get on with your work.
Click below to grab a copy of our templateAs a marketing professional, you often need many touchpoints with a prospective client before they’re comfortable contracting you for your expertise.
While your marketing agreement is a formal document, there are some ways to leverage your contract to help secure more clients.
To explain what we mean, let’s look at an example of the various touchpoints you may have with a prospect, in the client intake process.
Let’s highlight steps three and four, where you have a client consult and send a proposal. These are perhaps the most critical moments in your client interactions as it’s where you get to know the client and make suggestions for how they can achieve their goals.
A proposal is your opportunity to pitch your value. However, adding a marketing agreement to your proposal puts your money where your mouth is. It’s a chance for your client to see what results you think are achievable, so much so, you’re willing to sign a contract based on your claims.
A marketing agreement also challenges you to get as much information as possible in your client consultation. You need to ask the tough questions around budget and your fees, which makes the whole process more transparent moving forward.
