Contracts & Templates
All contract templates and legal documents for client engagements.
Engagement Model
Section titled “Engagement Model”| Question | Answer |
|---|---|
| Typical Duration | 3-6 months; ongoing as needed |
| Sales Team Required? | No — we work with founder-led sales structures |
| Existing GTM Data? | We build upon existing customer research, win/loss data, and pipeline metrics |
| Customization | Each engagement is tailored to maximize client investment |
Contract Templates
Section titled “Contract Templates”Client Agreements
Section titled “Client Agreements”| Document | Purpose | Location |
|---|---|---|
| Consulting Agreement | General consulting terms | Google Drive |
| Master Service Agreement (MSA) | Master terms for ongoing work | Google Drive |
| Mutual NDA | Confidentiality protection | Google Drive |
| Statement of Work (SOW) | Project-specific scope and pricing | Google Drive |
| Engagement Letter | Lightweight engagement confirmation | Google Drive |
When to Use
Section titled “When to Use”| Scenario | Documents Needed |
|---|---|
| New client engagement | Mutual NDA + MSA + SOW |
| New project (existing client) | SOW only |
| Confidential discussions | Mutual NDA only |
| Quick/small engagement | Engagement Letter |
| General consulting | Consulting Agreement |
Contract Workflow
Section titled “Contract Workflow”New Client
Section titled “New Client”- Mutual NDA - Sign first if sharing confidential info
- MSA - Master agreement covering terms for all work
- SOW - Specific project scope, timeline, pricing
Document Flow
Section titled “Document Flow”Template Descriptions
Section titled “Template Descriptions”Consulting Agreement
Section titled “Consulting Agreement”Purpose: Standalone agreement for general consulting engagements
When to Use: For simpler engagements that don’t require the full MSA + SOW structure
Master Service Agreement (MSA)
Section titled “Master Service Agreement (MSA)”Purpose: Establishes the overall relationship and terms for all work
Key Terms:
- Payment terms (Net 30)
- Intellectual property ownership
- Limitation of liability
- Termination rights
- Governing law (Delaware)
When to Sign: Once, at start of relationship. SOWs reference this agreement.
Mutual NDA
Section titled “Mutual NDA”Purpose: Protects confidential information shared between both parties
Key Terms:
- Mutual confidentiality obligations
- 2-year term after disclosure
- Standard exceptions (public info, prior knowledge, etc.)
When to Sign: Before any discussions involving proprietary or sensitive information
Statement of Work (SOW)
Section titled “Statement of Work (SOW)”Purpose: Defines specific project scope, deliverables, and pricing
Key Sections:
- Project description
- Deliverables
- Timeline/milestones
- Pricing and payment schedule
- Assumptions
When to Sign: For each new project or engagement
Engagement Letter
Section titled “Engagement Letter”Purpose: Lightweight confirmation of engagement terms
When to Use: For smaller engagements or when a full MSA/SOW is overkill
Signing Process
Section titled “Signing Process”All contract signing is handled through Google Docs eSignature:
- Copy template from
Business > Client Contracts > Templates - Fill in client-specific details
- Send for signature via Google Docs (Insert > Signature)
- Signed documents are stored in the Business shared drive
Storage
Section titled “Storage”All signed contracts are stored in:
Naming convention: [Client]_[DocType]_[YYYY-MM-DD].pdf
Other Templates
Section titled “Other Templates”Proposal Template
Section titled “Proposal Template”For presenting project options before SOW:
- Google Drive > Templates > Proposal Template
Invoice Template
Section titled “Invoice Template”Standard invoice format:
- Generated through Stripe (see Billing)
Email Templates
Section titled “Email Templates”Common email templates:
- Google Drive > Templates > Emails
Legal Notes
Section titled “Legal Notes”Before Modifying Templates
Section titled “Before Modifying Templates”- These templates have been reviewed for standard engagements
- For significant modifications, consult legal counsel
- Document any custom terms in the signed version
Record Retention
Section titled “Record Retention”- Keep all signed contracts indefinitely
- Keep drafts/negotiations for 1 year after signing
Quick Links
Section titled “Quick Links”- Contract Templates - Business > Client Contracts > Templates
- Billing & Invoicing