MARKETING STATEMENT OF WORK =========================== Disclaimer — not legal advice. This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use SOW reference: [SOW-NUMBER] | Date: [DATE] Marketer / agency: [YOUR BUSINESS NAME] ("Provider") | Client: [CLIENT LEGAL NAME] ("Client") Governing agreement: [CONTRACT OR MSA NAME AND DATE] Engagement period: [START DATE] to [END DATE] | Minimum term: [N] months 1. Engagement summary --------------------- Business goal: [e.g. grow qualified demo requests from paid channels while holding cost per lead under [CURRENCY] [N]]. What the Provider will do: [ONE PARAGRAPH: channels managed, creative produced, optimization and reporting]. What is not included: [e.g. website development, PR, influencer contracting, offline media, product photography]. 2. Channels and monthly deliverables ------------------------------------ Channel | Deliverable | Quantity per month | Notes ----------------------- | ------------------------------------------ | ---------------------------- | ------------------------------ [Paid social: PLATFORM] | Campaign setup and ongoing optimization | [N] campaigns, [N] ad sets | Setup in month 1 only [Paid social] | Ad creative (static / short video) | [N] variants | Client supplies raw footage [Paid search] | Keyword and bid management | [N] campaigns | Negative keyword review weekly [Email] | Campaign emails written and built | [N] sends | Client's email platform [Organic social] | Posts written and scheduled | [N] posts across [PLATFORMS] | Community replies not included [SEO / content] | [DELIVERABLE] | [N] | [NOTES] Reporting | Monthly performance report and review call | 1 report, 1 call ([45] min) | See section 5 Unused deliverables in a month do not carry over unless agreed in writing. 3. Media budget --------------- Media spend is paid by the Client directly to each platform from a payment method in the Client's name. The Provider does not hold or collect media spend [unless section 6.3 applies]. Channel | Planned monthly spend | Flight dates | Change authority ------------------- | --------------------- | ------------ | ---------------------------------------------- [PLATFORM] | [CURRENCY] [AMOUNT] | [DATES] | Provider may move up to [X]% between campaigns [PLATFORM] | [CURRENCY] [AMOUNT] | [DATES] | Increases need Client email approval Total planned spend | [CURRENCY] [AMOUNT] | | 3.1 Changes to total monthly spend above [X]% require written approval from [CLIENT APPROVER]. 3.2 The Provider will flag pacing issues within [2] business days of noticing them. 4. KPIs and targets ------------------- KPI | Baseline (last [90] days) | Target by [DATE] | Source of truth -------------------------------- | ------------------------- | ---------------- | ---------------------- [e.g. Cost per lead] | [CURRENCY] [N] | [CURRENCY] [N] | [ANALYTICS TOOL / CRM] [e.g. Qualified leads per month] | [N] | [N] | [CRM] [e.g. Return on ad spend] | [N] | [N] | [PLATFORM / STORE] [e.g. Email click rate] | [N]% | [N]% | [EMAIL PLATFORM] 4.1 Targets are goals the Provider works toward, not guaranteed outcomes. Results depend on factors outside the Provider's control, including media budget, offer, pricing, landing page, seasonality, competition and platform policy changes. 4.2 New campaigns have a learning period of approximately [2-4] weeks before performance is assessed against target. 5. Approvals, access and reporting ---------------------------------- Approvals. The Provider submits creative and copy for approval through [CHANNEL / WORKSPACE]. The Client approves or returns one consolidated set of comments within [2] business days. If approval is late, the launch date moves by the same number of days. Included revision rounds per deliverable: [2]. Account access required (all owned by the Client): Account | Access level needed | Granted by | Date ------------------------------ | -------------------- | ---------- | ------ [Ad platform business account] | [Advertiser / admin] | [NAME] | [DATE] [Analytics property] | [Editor] | [NAME] | [DATE] [Email platform] | [User] | [NAME] | [DATE] [Website tag manager] | [Publish] | [NAME] | [DATE] Reporting. A written report by the [5th] business day of each month covering spend, KPIs against target, what was tested, what changed and next month's plan, followed by a [45]-minute review call. 6. Fees and payment ------------------- 6.1 Management fee: [CURRENCY] [AMOUNT] per month, invoiced [in advance on the 1st / at month end], payable within [N] days. 6.2 Setup fee (month 1 only): [CURRENCY] [AMOUNT] for account audit, tracking setup and campaign build. 6.3 Media handled by Provider (optional): if the Provider pays platforms on the Client's behalf, spend is invoiced [in advance / weekly] plus a handling fee of [X]% or [CURRENCY] [AMOUNT]. 6.4 Additional creative: extra ad variants beyond section 2 at [CURRENCY] [AMOUNT] each. 6.5 Late payment terms, taxes and suspension rights follow the governing agreement. 7. Client responsibilities -------------------------- - Provide brand assets, product information, offers and pricing by [DATE]. - Keep landing pages, checkout and lead forms working; tell the Provider about site changes in advance. - Respond to leads generated by campaigns; lead follow-up and sales conversion are the Client's responsibility. - Maintain a valid payment method on each ad platform. 8. Term, changes and ending the engagement ------------------------------------------ 8.1 The engagement runs for the minimum term, then continues month to month until either party gives [30] days' written notice. 8.2 Adding a channel, market or language requires a written change request with the added fee. 8.3 On ending, the Provider removes its own access, hands over creative files produced and paid for, and leaves all campaigns, audiences and data in the Client's accounts. # | Date | Change | Monthly fee impact | Approved by - | ------ | ------------- | ------------------- | ----------- 1 | [DATE] | [DESCRIPTION] | [CURRENCY] [AMOUNT] | [NAME] 9. Acceptance ------------- Provider | Client ------------------------------- | ------------------------------- Signature: ____________________ | Signature: ____________________ Name: [NAME], [TITLE] | Name: [NAME], [TITLE] Date: [DATE] | Date: [DATE] ------------------------------------------------------------ How to use this template 1. Pull baselines for section 4 from the client's accounts before you set any targets. 2. Keep the media budget table and the fee section on separate lines of every invoice and report. 3. Confirm all section 5 account access in the first week; nothing launches from your own accounts. 4. Re-issue the SOW each quarter with updated channels and targets rather than editing the signed one. Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.