- Names of Parties to Agreement: Identifies you and your client to clarify who is entering into the contract.
- Outline of Payment: Details the cost of the CRM Set-Up services you’ll provide to your client.
- Scope of Work Clause: Outlines the workflow implementations, set-up, consultant services, and deliverables you will provide to your client.
- Project Schedule Clause: Details the CRM set-up project schedule that you and your client agree to, from the start date to the final CRM set-up completion date.
- Fees & Retainer Clause: Clarifies your payment terms (including retainers, installments, additional services, late fees, and more), and gives you two options to choose from depending on your business practices.
- Work Relationship Clause: Discusses your status as an independent contractor, and that no employer-employee relationship is created by this contract.
- Rush Fee Clause: Defines what constitutes “rush work” and details your rush services fees.
- Delays to Project Schedule Clause: Discusses missed deadlines and how you apply delay fees to the final project price, and gives you two options to choose from depending on your business practices.
- Client Responsibilities Clause: Lays out the client’s responsibilities including providing assets to you by certain deadlines, purchasing necessary domain registrations, and more.
- Company Responsibilities Clause: States your responsibilities under the contract, such as meeting all project deadlines, supporting the client through training related to the CRM after set up is complete, among others.
- Changes to Project Scope Clause: Lays out process for integrating client’s new ideas throughout the process of the CRM set-up and implementation of workflows, including possible additional fees associated.
- Editing Revisions Clause: Discusses the complimentary revision process and timeframes, as well as cost for additional revisions.
- Final Delivery Clause: Provides a timeframe for final delivery of CRM system and that you will provide a certain amount of training sessions regarding client’s use of the CRM after final delivery.
- Intellectual Property Rights Clause: Outlines what works created by you are considered “works made for hire,” and what works are your copyrighted intellectual property.
- Client-Supplied Assets Do Not Infringe Clause: Confirms that client owns assets provided to you for use with the CRM system, and that none infringe on anyone else’s intellectual property rights.
- Strategy Style Clause: Ensures that the client has adequately reviewed your portfolio of work and has reasonable expectations regarding what you will produce and deliver.
- No Guarantees Clause: States that you do not guarantee that the workflows created for your client will lead to desired results.
- Confidentiality Clause: Ensures that confidential information you learn about your client will not be disclosed or used other than for the purposes outlined in the contract.
- Non-Disparagement Clause: Confirms that neither you nor your client will ever make any false or disparaging statements about one another.
- Term & Termination Clause: States that the contract will terminate after you have completed the project and delivered all deliverables, and outlines other methods of terminating the contract.
- Communication Clause: Encourages clear and ongoing communication between you and client.
- Indemnification Clause: Ensures that the Parties mutually protect each other from third party claims.
- Force Majeure Clause: Covers unforeseeable, unpredictable events that make it impossible to perform under the contract, like natural disasters and war.
- Maximum Damages Clause: Limits claims to the cost of the agreement.
- Limitation of Liability Clause: Caps your liability in case of issues like breach of the agreement. Also limits the liability for exemplary damages.
- Sales Tax Clause: Clarifies any applicable sales tax applied to package price.
- Entire Agreement Clause: Confirms that this contract is the full and complete agreement between the parties.
- Venue & Jurisdiction Clause: Specifies the legal venue and interpretation of law for any disputes or claims.
- Arbitration Clause: Requires disputes go through arbitration first.
- Severability & No Waiver Clause: Ensures that the contract remains valid even if some parts are unenforceable or waived.
- Transfer Clause: Details that the contract cannot transfer to another party without consent.
- Headings Clause: States that headings are for organization, not legal interpretation.
- Notice Clause: Explains how you’ll handle official notifications to your client, and vice versa.
- Counterparts & Facsimile Signatures Clause: Allows for electronic signatures to deem the contract valid.
- Signature Lines: Provides space for you and your client to sign and make it official!
