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Free Marketing Consultant Agreement Template

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Table of Contents

What should a consulting agreement include?

A consulting agreement should provide a thorough breakdown of the tasks you'll carry out and the deliverables you guarantee the client. The agreement may specify the amount of time you will spend working.

How much should I charge for a marketing consultation?

The fee for a marketing consultation typically ranges from; $65 to $325 per hour. This can differ significantly depending on their background, expenses, and demand. An average consultant typically earns in the $100-$175 per hour range.

How do you write a marketing contract?

Begin by customizing one of Bonsai's pre-made templates. With the help of our contract software, you can get access to legally reviewed agreements and kickstart and relationship with a new client. Just edit the necessary details like cost, terms of service, client info, and price.

After knowing how to get into consulting business, the next thing you need to know is how to create a marketing consultant contract. A marketing consultant contract or marketing consultant agreement PDF is a legal agreement between the marketer and the firm that is contracting the freelance marketer. The document illustrates how the project is handled, and how involved parties will work together. The idea of having the contract in writing is to ensure that the professional tone is set to provide a smooth working relationship.

A template is merely a pre-set example or guideline that gives a vivid illustration of how the document should be structured. Thus, a marketing consultant contract template is a pre-defined document that outlines the details your marketing consultant agreement PDF should contain.

Marketing Consultant Agreement Template
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1. Why get a consultant agreement template?

Scattered contracts are all over the place, creating challenges where their business is concerned. Efficient contract management involves the use of centralized libraries of pre-approved clauses, and these will form the skeleton of your marketing consultant contract template. A marketing consultant contract allows you to include all the necessary details in the correct order, ensuring that you end up with a professional and reliable document. The marketing consultant agreement PDF will cover features like:

  • Goals
  • Objectives
  • Budget and timelines
  • All costs involved
  • Legal entities involved
  • Leeway for opting out of the project, and consequences of non-performance on the part of the contractor (marketer)

These details are not conclusive, but clearly, they are not something the average personal assistant can draft without going through tonnes of material to get it right.

2. Benefits of a marketing consultant agreement PDF

There are several benefits of using a model instead of typing every detail from scratch. The most obvious one is that it saves small businesses time and money that is spent if a person was to be contracted to prepare the documents. Also, it allows the business owners to have a clear understanding of what the marketing consultant agreement PDF should contain by giving clearly defined outlines. Templates act as information skeletons whereby interested parties fill in the details based on the uniqueness of the particular organization and its marketing needs.

Marketing Consultant Agreement Template Sample
Image credit: template.net

3. There are other more technical benefits for using a marketing consultant agreement template

Here are some technical aspects which you should consider when drafting your marketing consultant agreement template.

3.1. A marketing consultant contract allows you to define the scope of work the contract will cover

The model is not tailored for your particular business but gives you a general directive on how the scope of work is outlined, the respective duties of each party, the time taken to complete the project and so much more. Templates also help you to cover all aspects of the contract, helping avoid the disappointments that come with misplaced expectations. Typically, the scope of such details seem daunting for anyone preparing the document from scratch; thus the marketing consultant agreement PDF becomes a viable tool.

3.2. The marketing consultant contract will go beyond getting the ‘legal language' correct, as it helps define the responsibilities and expectations of both parties

Leaving out this clause can cause a myriad of complications further down the line since the contract will not be a sufficient tool in case of disagreements. Thankfully, most contract templates will contain the legal language (popularly called "legalese") thus giving the final document the professional feel all contracts require. While a lawyer is needed as a witness, you can create the contract without requiring a legal assistant to draft the document. A template works within a pre-defined contract language, whose clauses and terms usually are covered by a CLM application which the manager can use to localize the document. This process allows for faster contract revision.

3.3. A marketing consultant contract will cover one area almost everyone forgets about – guarantees!

How is the success measured? Your marketing consultant contract should give a general scope on how successful performance is measured. Most templates allow the option of tweaking the details in that penalties are spelled out in case of poor marketing jobs, or how much should the client expect from the marketer. Marketing consultant contract templates will also allow room for the entities to define what a successful project is, and what defines a milestone.

In essence, a marketing consultant agreement PDF will solve the problem of having to deal with scattered contracts that continuously require revisions, using up valuable time and money. A marketing consultant contract template will address all the above-defined issues while allowing you to generate a well-structured document.

4. How to create an independent consultant agreement template

As an independent consultant, you should know the importance of entering into a independent consultant agreement before starting work for a client. Being a freelancer has a lot of steps and keeping a draft contract or template is one of them.

Since you will be performing the same kind of services for various clients, you should consider having a draft contract in place that you can use with each of your clients. A independent consultant agreement is a template that has all the standard clauses and terms and conditions in place. 

You can use the it to enter into negotiations with your client. Once you and your client agree to the same terms, you can make changes to the draft contract and make it your final contract. This final contract just needs to be signed by you and your client on stamp paper to make it legally binding.

While making your independent consultant agreement, you should ensure that it has all the clauses that you might need. You should tailor all the clauses to make sure they suit you and are terms that you would be happy to work under. 

Here are the major reasons why having a independent consultant agreement in place is essential. While it’s exciting to have a variety of work, it’s important to manage the contract aspects of the relationship as well.

A consulting contract is one that’s made between a freelance consultant and their client, detailing the terms of their working arrangement. It should cover the nature of the project, the desired outcomes, how long the project will last, key milestones, and payment details, among other things.

This type of contract is often used by businesses engaging outside experts to deliver specialist services or provide expert advice. But they can (and should) also be used by freelance consultants entering into an agreement on their own terms. Here we take a look at these contracts from the freelancer’s point of view.

If you render any form of consulting service to clients, you won’t escape the part of drafting a contract to execute projects. Sooner or later, you’d have clients that propose a project and request a contract before giving you the final green light. Hence, it would help if you thought about getting a simple consulting contract template to avoid a rush work of crafting one when the need arises.

Consulting contracts simply define the business relationship between you and a client. More often than not, the document describes the work to be done, the roles of the parties involved, and their expectations.  

Expectations in a consulting contract may include the goals and objectives, dates of milestones, compensation, among others. A simple consulting contract template becomes binding once discussed with a prospective client and reaches an agreement on the work to be done, the scope, timeline, and cost. A contract is legal and enforceable once you and a client commit to it by appending your signatures to it.

Handshakes do seal business deals, and you might have had projects you completed without glitch this way.

But if you don’t have a signed agreement in place, you might be putting yourself and your business at risk. Today, consultants need to define business relationships and set boundaries for their consulting services to be on the safe side. Hence, the need for a consulting contract sample that would define terms for new business deals and specify the roles of the parties involved.

Writing a consulting contract may pose a challenge if you are yet to understand the basic elements that the document should contain. We would take you through the essentials of a typical consulting contract sample in this article.

Some consultants and freelance contractors may still get business deals settled through word of mouth plus a handshake. Yet, without a solid consultant agreement form signed by both parties, you may be putting yourself and your business at risk as a consultant. A consultant, contractor, or freelancer needs an agreement form in carrying in providing professional services or advice to clients or companies in exchange for monetary compensation in the gig economy.

A consultant often has an area of specialization in a particular industry, be it engineering, human resources, accounting marketing, etc. Using a consultant agreement form to seal business deals is a safe business practice for consultants and freelancers. An agreement is a written contract that outlines the proposed services of a consultant. It also states the terms and conditions of work between a client and a consultant.

What should you include in a consultant agreement form?

Many independent contractors and consultants significantly underestimate the power of a consultant agreement form while others are unsure of what the document need covers. That is why we’ll be providing you with the ultimate guide to consultant agreement writing and what it must cover. Every consultant agreement form must answer the following questions:

  • What happens if a client wants to include additional work to the project at the mid level?
  • What happens if a client decides to pull out of the project?
  • Should the contract distinguish between a one-off set up or ongoing service?

The above questions and many more about payment should be included in an ideal consultant agreement form to protect the interest of both clients and consultants or freelancers. See critical information that must not be missing in your agreement form.

That means having an effective consulting agreement for each client. While you want to be able to customize agreements for each customer and each consulting job, there are benefits to having consistency in your agreements.

Marketing Consultant Agreement Template Sample PDF
Image credits: lawdepot.com

Consultants perform professional services for businesses and organizations. Before clients hire a consultant, they often go through the contracts and proposal of a consultant to see if the contents align with their goal. You've agreed with a client on helping them with your consulting service.

There you are thinking about how to craft a consulting contract example or looking for a sample to download. The first thing that comes to mind is probably visiting Google to get a guide or look for an editable sample to tailor towards the deal you have on the ground. Although that may land in success, you might end up coming up with a vague document if you have no idea of the essentials of a contract.  

Many consultants stay ahead of their competition because they have solid contracts to help manage their jobs. A solid consulting contract example would not only make clients give you the go-ahead on a project, but it would also protect you from unwarranted liabilities. Besides, a well thought consulting contract will help you keep track of a project and serve as another record document. 

4.1. Make sure you have a consulting agreement template

Perhaps you have a close relationship with the client and think you can do work for them based on a handshake. Or maybe you’ve done work in the past and believe you can simply replicate that work.

But an agreement is an essential part of any freelance business, because it provides protection for you and your client.

An agreement forms a contract in which you are exchanging your consulting expertise for money. It doesn’t matter if the job is short or long, and the money exchanged will be small or large. You have to protect yourself with an agreement that ensures you have legal documentation and will get paid. Check out our guide on how to bill for consulting services to learn more about this.

A solid consulting agreement also outlines the work that will be done, which helps to prevent scope creep. Once you complete the work, you should be paid.

4.2. Use your own consulting agreement template

There will be instances when clients will offer their agreement as the basis for work, but try to use your own agreement template whenever possible. This helps ensure you are familiar with the details and your interests will be covered.

If you do have to use the agreement of a client, be sure you understand the entire document. Ask questions if necessary. And be sure the clauses that are important to you are included, such as late payment terms, or sign-off procedures. Offer to send the relevant clauses from your consulting agreement to be added to their document.

The more you understand and are involved with your contracts and accounting procedures, the more you will be able to take on new opportunities and appear as a professional, established business person.

4.3. Create a consulting agreement

It’s therefore important that you create a template for a consulting agreement, so that you’re prepared to take on work immediately. 

If you need to, work through legal and payment clauses with the advice of a lawyer and/or accountant, so that you have those details nailed down and you’re ready to take on clients.

Marketing Consultant Agreement Template Example PDF
Image credits: sampletemplates.com

4.4. Include basic information in the consulting agreement template

Every consulting agreement should contain basic information, which means you can develop a template.

The information you can build into every consulting agreement includes:

  • Your name and business name
  • The name and title of the client, including business name and the individual who is your key contact
  • Payment terms, including terms for late payment
  • Page numbers, preventing either party from adding to the agreement

4.5. Build in work-specific details into the consulting contract template

For each consulting agreement, there will be sections specific to the job for which you’ve been contracted. 

That includes:

  • A section for the work objectives 
  • A detailed description of the tasks to be completed
  • A list of your responsibilities, including any milestones
  • Any tasks that must be completed by the client
  • The timelines for the work, including start and end day and any milestone dates
  • The fees for the work
  • Any expenses that will need to be covered
  • Deadline for payment of fees

Details of the work that form the basis of the agreement are usually taken from a proposal, meetings with the client, presentations you’ve made to the client, and/or requests for proposals that the client has prepared.

4.6. Add relevant legal details to the consultant contract template

Depending on the type of consulting work your freelance business is involved in, there can be other legal details that need to be included.

Here are some examples.

4.6.1. Terms of termination

By either party, which means the contract ending before the conclusion of the work. Terms usually involve one of the parties providing sufficient notice to the party, details of the length of the notice, and any payment involved for early termination. Often there are also terms related to breach of contract.

4.6.2. A subcontracting clause

in which you agree not to subcontract any of the work; alternatively, if it has been agreed upon, the clause may allow for subcontracting part of the work. If desired, that work can be included as well as the individual or business that will handle it.

4.6.3. A confidentiality clause

In which the you as the consultant agrees to keep the company’s information confidential, and the company agrees to keep any of your proprietary information confidential. 

4.6.4. A non-compete clause

In which you agree that you won’t enter into work with your client’s competition or businesses that are similar to the client’s business. There is usually a term that could be for the length of the agreement or for a set period of time after the conclusion of the agreement.

4.6.5. An intellectual property statement

Clearly defining who owns the work or the rights to the work at the conclusion of the agreement. Usually the client will own the intellectual property, but you may be able to include a clause that allows you to use some of the work as a reference or in your consulting portfolio.

4.7. Sign off on the agreement

Any consulting agreement needs to have a way to sign off on the agreement itself. That can be done electronically in some instances, or through an in-person meeting in which each party signs the agreement.

There can also be clauses in which the parties sign off at various points in the work, such as significant milestones when you review the work with the client and each of you sign off on the milestone. 

A consulting freelance business means you’re usually managing relationships with several clients at once.

4.8. Before you write, use the consulting contract example

You should determine if there is a need for the contract before starting to create it.  A contract is a legally binding document, and it defines the business relationship between a consultant and a client.

The following requirements you should consider before writing a consulting contract example:

  • See if there is an offer
  • Is there a valid consideration from both parties
  • Do you accept the offers?
  • Is there mutual consent?
  • See if the terms you need to work with comply with the state laws.

4.9. What should a consulting contract example contain?

Depending on the scope, there may be a few or more sections in a contract. But the information in a contract must be detailed with just enough information to complete the project successfully. See the essential elements of a consulting contract example.

4.9.1. Basic information

Basic information includes the title of the contract and the parties in the agreement. Details of participants include business name, address, email, phone contact, and website of parties if applicable. 

4.9.2. Scope of work

Give a detailed description of the consulting service you are being hired to render. Describe the problem of the client, state the goals and objectives of the project. In this section, ensure you use the words of the client to describe the pain point to show you listen adequately.

Also, include your strategy in the consulting contract example and paint a picture of what your client gets after you complete the project. Don’t forget to list the benefits of your project to the client. 

4.9.3. Compensation 

Compensation is an essential part of every contract. Give a breakdown of your services and put the cost of each service. List other costs such as material, maintenance, and other expenses.

4.9.4. Conditions for termination 

Unfortunately, not every project will be completed without a glitch. It is important to prepare for premature termination or withdrawal of a party by adding a clause to your consulting contract example.

4.9.5. Timeline 

Define the start date of the consulting service and break down your work into discrete tasks. You may set milestones for each activity to help manage and track work progress. 

4.9.6. Terms and conditions 

Remember to add your terms and conditions that have not been covered in other sections of your consulting contract example. This may include payment method and date, up-front fees, etc. 

4.9.7. Liabilities and ownership rights 

Limit your liabilities as you perform your duties by making it clear in the document. Is there insurance cover, have you defined ownership of intellectual properties? This section takes care of such and protects you as a consultant.

Consultant Contract Template PDF
Image credits: template.net

4.10. Why do you need a consulting contract?

A clearly defined consulting contract allows you to plot milestones with ease, get to grips with your cash flow, and quickly clear up minor misunderstandings before they snowball and derail the project.

And if those misunderstandings do get out of hand, your contract offers protection from project killers, like fundamental disagreements over direction, or the dreaded ‘scope creep’. 

But perhaps most importantly, it provides a solid framework around which you can manage every single aspect of the project and your working relationship.

So, it’s vitally important that the agreement you put together contains the right information and the right amount of detail to support and protect you. 

4.11. What should you include in your consultant contract template?

At a minimum, your consulting contract should include the following information:

  • What you are being hired to do (in as much detail as possible). You may wish to include what you’re NOT being hired to do also, so as to clearly define your role and responsibilities.
  • The length of the agreement. Is it a fixed term, a one-off project, or open-ended?
  • Frequency, amount and manner of payment. Are you being paid a flat fee, an hourly rate, a retainer fee? How much? How often? When is it due?
  • How your expenses are handled. Do you need to submit receipts? Will they cover mileage? Leave nothing to chance.
  • Who owns the intellectual property created under the terms of the contract. This is particularly important, and if not made painstakingly clear in the contract, it can lead to litigation.

These are the non-negotiables. Your contract MUST include this info. And if the above make up the bones of a consulting agreement, our tips below add the meat.

Consultant Agreement Template
Image credits: wpamelia.com

4.12. Creating a solid consulting contract template

Keep on reading to discover the 5-step recipe for creating a bullet-proof consulting contract.

4.12.1. Keep it simple (language of the consulting agreement template)

In order for this contract to work for both you and your client, it must be written in a language that you both understand. In other words: Keep It Simple! 

There’s no point trying to shoehorn legal terms into the document or choosing a contract template covered in jargon if neither of you actually understand what you’re signing. Especially when some of those terms take on a very specific meaning where the law is concerned. 

When creating your contract, simply use plain English, make sure each obligation is clearly catered for, and avoid ambiguous language where possible (more on that below). In fact, taking this approach allows you to create a document that functions as a “business enabler” rather than an obstacle.

4.12.2. But not too simple (details of the consulting agreement template)

While it’s important to have a contract that’s easy to understand, that doesn’t mean it can be light on detail. More often than not, contracts are breached because of a lack of detail, or because the words written were open to interpretation. 

For instance, if, as part of your consultancy service, you provide your client with a monthly report, you should clearly state when and how this report will be delivered to avoid any ambiguity. I.e. “on the 27th of every month via email” and not “at the end of the month”.

4.12.3. Guard your secrets (confidentiality in your consulting agreement template) 

As a freelance consultant, you’re being hired for your skill, experience and know-how. You’ve honed this knowledge over many years, and chances are you’ve developed your own processes and systems to get the job done. 

Your contract can help you protect your most guarded trade secrets by making provisions for confidentiality. It should prevent your client from disclosing your strategies, particularly if doing so is likely to be detrimental to your business.

What’s more, the contract should also forbid your client from disclosing the details of your contract, such as how much you are being paid, for example. Speaking of which… 

4.12.4. Get what you’re owed (cover payment in your consulting agreement template)

We’ve already mentioned above that info relating to payment is a non-negotiable in a contract, but when it’s your livelihood at stake, it bears repeating. 

You absolutely cannot leave getting paid (and paid on time) to chance. There’s no room for ambiguity or interpretation when it comes to this part of a consulting contract.  

The contract must clearly stipulate how much you are being paid, how you are being paid (i.e. a percentage up-front and the rest on delivery), and the method of payment you prefer. You should also include details regarding late payment, non-payment, and any penalties attached. 

4.12.5. Have a way to walk away (mention termination in the consulting contract template)

One way or another, a contract needs to come to an end. In an ideal world, it’s because you’ve completed the work on time and to a satisfactory standard. 

However, as experienced freelance consultants will attest, we’re not always working in an ideal world, and sometimes, things go wrong. If your client does not hold up their end of the bargain, your contract should contain a section that allows you to legally terminate the agreement. 

Within any termination clause, you should also clearly define what happens to any payment received, or any payment outstanding. For example, if you’ve received an up-front deposit, and the client then changes their mind about the project, your contract can state that in such a scenario, you get to keep the money. Of course, in return, they’ll want language included that states that they have the money returned if you fail to deliver or renege on the contract.  

And you may also wish to include a notice period allowing you to end the agreement should you be faced with a personal situation outside of your control, such as a bereavement or ill-health.

By including this information and following these tips, your freelance consulting contract will be ready to roll in no time. 

Consultant Contract Template Sample
Image Credits: templates.com

4.13. Why should you use a simple consulting contract  template?

No doubts, people still have successful deals by just a few discussions and sealing it with a handshake. In today's world, you are safer doing business when you have a signed contract in place. A lot of freelancers and consultants have delayed and unpaid invoices due to many reasons, including the lack of a simple consulting contract template to define their business relationship.

Binding agreements make you work safely with the hope of getting paid after your work. See other reasons why you need a binding consulting contract:

  • It defines your role and that of your client.
  • It clarifies the objective of your client and that of the project
  • It provides a road map and document to track work progress
  • It explains fees and compensation
  • Security over fees
  • Saves you from multiple revisions and rework that is above the specified
  • It is a good record document 
Consultant Contract Template Sample
Image Credits: topformtemplates.com

4.14. Details of a simple consulting contract template

Consulting contracts should be detailed, with just enough information to carry out the project. See the section of a typical simple consulting contract template. 

4.14.1. Introduction of parties

This section contains the basic information of the parties involved in the contract. It should include business name, address, email, phone contact, and website of both the consultant and client.

4.14.2. Services 

Next is the description of the services for which a client is employing you as a consultant. It includes the scope of work, the problem, and the solution you will provide. Outline your strategy in the simple consulting contract template and paint a picture of the outcome when you are done.

4.14.3. Retainer & compensation

If you collect a retainer fee for your work, state it in this section and include the invoicing date for the fees. Also, break down your service into discrete bits and outline them against their fees. 

4.14.4. Termination 

Not every project will be completed without a hitch, hence the need for a termination clause. Answer the question about what happens if a party decides to withdraw from the agreement.

4.14.5. Terms and conditions 

Include your working terms and conditions. How and when would you like to be paid? When should you send the invoice? Do you give a discount or have a preferred payment method? These are the questions to answer in this section when drafting your simple consulting contract template.

4.14.6. Timeline 

Dating is an important part of your contract writing. State the start time and duration of the project and include milestone dates if applicable. 

4.14.7. Relationship of parties 

This part covers a lot of information, including the binding authority and ownership rights. Here is where you state that the consultant holds no right to bind you to any agreement without your written consent.

It also includes the non-discloure agreement (NDA) plus the following information:

  • No exclusivity
  • Ownership and rights
  • Confidentiality 
  • Dispute resolution
Independent Consultant Contract Template
Image Credits: topformtemplates.com

4.15. The need for a consulting contract sample

A consulting contract is a legally binding document, and it has a different application to a business deal. See a few of them.

4.15.1. The project needs to be defined in the consulting contract template

Consulting contract defines the scope of work and tells why a client is hiring a consultant. The contract defines the relationship between a consultant and a client, and it also covers details about the job. Before creating your consulting contract sample, take time to discuss with your client, and ask them questions about their pain point and the type of change they desire in their business.

Get information about the goals and objectives of your client, conclude on fees, and project timeline before drafting the document. 

4.15.2. Protect intellectual property and limit your liability using the consulting contract template

Another reason why you need a consulting contract sample is the issue of intellectual property and rights to proprietary information. Freelancers and consultants that create copyright-able contents or other forms of license-able technologies need to protect themselves with a contract.

It is difficult to claim ownership when there is no agreement, or there's no clause in the agreement that defines ownership right to intellectual properties. The document specifies contractual agreements that cover employment insurance, property damage, and compensation. 

4.15.3. Up-sell your services using the consulting contract template

Consulting contracts go beyond legal documents that define business relationships between consultants and clients. A consulting contract sample is also a strong marketing tool because it helps understand the reactions of a client to your deliverables and services. You can always improve your services and strategy after getting feedback from business deals for which you submitted a proposal.

4.15.4. Information of parties

List the parties involved and include your business names, email address, phone contact, and website plus those of your client.

4.15.5. Goals/objectives

Define the problem and state the goals and objectives from the client's perspective. Use the words of the client to show you understand his/her position. 

4.15.6. Project description/scope

Define all you need to do and break the work into discrete bits. State your strategies and paint a picture of what to expect when you are done.

4.15.7. Material requirement

List material requirements, if any, and include the date they must be provided to allow the consulting service to run smoothly.

4.15.8. Project timeline

State the estimated project timeline and add milestone dates if applicable.

4.15.9. Compensation

This section of your consulting contract sample talks about pricing and fees. List your service and give a breakdown of the fees you collect.

4.15.10. Termination

What happens if a party decides to withdraw from the contract? Add a clause to take care of this situation.

4.15.11. Terms and conditions

Are there terms and conditions associated with your service? Please put them in writing, and state if you collect up-front payment or prefer compensation after project completion. 

4.15.12. Ownership and intellectual property rights

Who owns the intellectual properties created? Discuss this over with your client and make it clear in your consulting contract sample.

Consultant Contract Template
Image Credits: toygeekblog.com

5. How to draft your consultant agreement form

Here's what you need to know to draft the form.

5.1. Cover information about parties involved in the consulting contract template

An agreement form should start by listing the information of all the parties involved. It must carry the official names of clients and consultants, contact addresses, emails, mailing addresses, phone numbers, and websites.  

5.2. Provide service information using the consulting contract template

Next is the service or deliverables that a client expects from a consultant. It may look easy to draft at a glance, but every consultant must understand the scope of the project and must be skilled in distinguishing between the type of service required.

Independent contractors must distinguish between a one-time service and a monthly schedule within a consultant agreement form. Failure to spell the kind of service out currently might result in consultants running into problems of multiple revisions if things went wrong.

5.3. List requirements from clients and contributions in the consulting contract template

Sometimes, contractors are just stuck with a job because a client has not provided information or materials that are needed to go on with a project. Sometimes, a delay could be in weeks or months only for clients to complain of consultants not delivering. The listing of requirements from clients may prevent this issue.

5.4. Cover payment terms & conditions plus compensation in the consulting contract template

Payment and compensation must appear in any consultant agreement form as well as the conditions for which a consultant receives compensation. Constantly hounding clients for payment is definitely the last thing you want to do; avoid a vague payment term to prevent it. 

5.5. Define timeline information & project termination in the consulting contract template

Mention the starting time and end date of the project in the agreement form.

  • Are the milestones to check?
  • What happens if a party fails to deliver what at what time of the project?

An agreement form should answer these questions and many more to avoid confusion. Besides, ensure the agreement includes terms and conditions for the termination of the contract.

  • What happens if a party decides to withdraw?
  • What about unpaid money or incomplete service delivery?

5.6. Ownership & propriety information in a consulting contract template

Some clients understand the nature consultancy while others don't, so don't assume. Spell ownership of created material or ideas and let the document state transfer of ownership to the client if deliverables include it. Also, sensitive information shared between the client should be confidential, which the consultant agreement form must state. 

5.7. A consultant agreement template defines the terms of payment

One of the major causes of disagreement between consultants and their clients is when and how much they get paid. Even if you think you clearly agreed on such terms over the phone and there is no room for confusion, there is always scope for misunderstanding at a later date. You do not want to be in a position where the client is refusing to pay the agreed-upon charges. Clients are also in a position to indefinitely delay payments.  

Having a contract in place that clearly lays down the terms of payment goes a long way in helping you demand your payment. You can show them the contract which they signed if there is a disagreement or if they have not adhered to the terms of the contract. Once you have an independent consultant agreement in place, you can do the work with the peace of mind that you will be paid and paid on time. Having a contract increases the chances of that happening manifold. 

5.8. The independent consultant agreement template clarifies the scope of work

An independent consultant agreement will clearly lay down your responsibilities under the contract. It will clearly state the limits of the work that you are supposed to do. Since everything you need to do has been stated in writing and signed by both parties, the client cannot ask you to put in more hours or increase your deliverables at a later date. 

You have much higher bargaining power if your scope of work has already been defined. A client may find that they need additional work done at a later date. If additional work is not part of the contract that has been signed, you are in a position to refuse doing that work or demand additional payment. 

Having a clearly defined scope of work may save you from many disagreements with your client once the work begins. 

5.9. The marketing consultant agreement template defines your relationship

An independent consultant agreement will clearly state your responsibilities and the responsibilities of the client. This means that there is no scope for misunderstanding at a later date. Your contract will clearly state when and how much the client needs to pay you, the work that you need to do for them, the deadline for the submission of the work, what happens in case there is a breach of the contract, etc. 

It will also clarify that you are working for your client as a freelancer or independent consultant, rather than an employee or agent. This can have tax implications and change the kind of income tax returns that you need to file. 

5.10. Essential clauses to include in your independent consultant agreement 

You should make sure that your independent consultant agreement contains a few essential clauses. Apart from the standard clauses that are part of every such agreement and are needed to make the contract legally binding, there are other clauses that need to be in place. 

Your contract should clearly state the terms of payment, the scope of work, the duration of the contract, the renew-ability of the contract, the termination of the contract, and what happens if the contract is breached. 

Having an independent consultant agreement can save you time, effort and money. Keep a draft contract with you so that you can base your final agreement on it. This ensures peace of mind so that you can concentrate on the real work

6. How to create your consultant agreement template Word

Freelancing is one of the most independent professions for any individual. You have the freedom to choose or decline the opportunity to work according to your preferences. However, freelancers often face the problem of non-payment for their work.

Marketing Consultant Agreement Template Example
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They can easily avoid such circumstances by formulating a consultancy or consultant agreement template Word.

6.1. What is a consultant agreement?

A consultant agreement is a legally enforceable contract between the consultant and the client. This allows the client to easily buy the services of the consultant without any disputes or problems. Moreover, it establishes the rights, obligations, and expectations of both parties. In summary, it defines the terms and conditions of the contract.  

Additionally, it defines the scope of work to be performed by them upon their appointment in the company. A consultant agreement template Word is essentially beneficial because it helps the aggrieved person to recover the damages.

A consultant agreement template is a ready-made layout of a contractual agreement. It consists of a prescribed format with blank spaces where the user has to fill in the necessary information. Such a template comes into play when the agreement remains more or less the same, and only some information needs to be changed. One can edit the template, add or remove the phrases as per their requirements.  

6.2. Important things mentioned in a consultant agreement template

A consultant agreement template majorly incorporates the following terms to ensure a smooth relation between the parties: 

6.2.1. Description of services

The template contains a sample of the description of services to be provided by the consultant to the client. This clause can be easily modified by the parties according to their requirements.  

6.2.2. Payments

The mode and terms of payment are pre-decided and mentioned in the contract to avoid any confusion. Payments can either be made in lump sum or installments. Regardless of the terms, the payment arrangements need to be documented as it acts as evidence. This is in case there is a violation of payment.  

6.2.3. Dispute resolution and mediation

A consultant agreement template Word helps to resolve any disputes that may occur due to conflicts of interest between the parties. A limitation of liability clause is incorporated in such a contract that specifies the damages that one party will be entitled to receive from the other under the conditions stated in the contract. Furthermore, it protects the consultant by disabling the client from suing him if the results are not in their favor.

Marketing Consultant Agreement Template PDF
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6.2.4. Termination of contract

A consultant agreement template Word also contains the procedure for the termination of the contract. It contains instructions on how to relieve both parties from contractual obligations without further complications.  

6.2.5. Confidentiality clause

Confidentiality or the non-disclosure clause in a legally binding contract refrains an individual or an enterprise from disclosing crucial information to unauthorized people. This ensures the protection of the client from losing any crucial details to the third party.  

6.2.6. Taxation details 

Requirements of taxation details such as the tax ID number, business license, payment of taxes are already included in the consultancy contract template. Here, the parties simply have to fill in the spaces to reduce their workload. 

6.2.7. Other details

Other details such as estimated expenditure, additional services to be provided by the consultancy firm, signatures of the parties involved, retainer (if any), ownership of intellectual property are also an integral part of such a contract. 

6.3. Why should you use a consulting agreement template Word?  

As mentioned earlier, a consulting agreement helps diffuse any conflicts between the parties. Here are some of the ways both of them can benefit by coming into a consulting agreement.  

6.3.1. The consulting agreement template establishes a contractual relation

A consultancy agreement template Word lays down the terms of the contract, establishes contractual obligations between the client and the consultant, and defines the scope of work to be done. Since such formalities are already taken care of in the template itself, the parties can start working right away.  

6.3.2. The consulting agreement template offers legal protection

If anyone of the parties fails to live up to its end of the bargain, then, in that case, such a written agreement will act as evidence and help the aggrieved party to recover damages, thus providing legal protection.

6.3.3. Draft the consulting agreement template with Professionalism

Another advantage of creating a consultant agreement is that it shows professionalism on the freelancer's side. Since the important elements like the scope of work is clearly defined, both the parties can work accordingly. Also, a consultant agreement can help either of the parties to create official invoices for their service.

Additionally, a consultant agreement acts as proof of the existence of the work to be carried out by both parties. Moreover, it is important for both businesses and freelancers for tax calculation and payment.

7. How to create a freelance consultant contract template

With the employment scene changing across the world, a large number of people are switching careers and opting for more flexible freelance options. Many times, businesses also require a specific project/task to be executed on a temporary basis.

In such a scenario, they prefer to avail the services of a freelancer instead of hiring a permanent employee. A freelancer is essentially a person who works on an assignment basis for either one or more companies and specializes in his/her own field of work - whatever the case, you'll need a freelance consultant contract template.

Although we're living in a digital age where freelancers probably discuss their project details via e-mails, having all the details put together in a contract and signed by both parties is a much smarter alternative.

A freelancer consultant contract template is one such document that is drawn between the freelancer and the company. The contract outlines the different terms and conditions regarding the project or works to be undertaken by the freelancer.

This agreement helps both the freelance consultant and their client to develop a common understanding of the project scope to avoid any kind of confusion or extra work later. Additionally, it helps to build a fair and ethical relationship between both the parties involved.

Freelance Consultant Contract Template
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7.1. Why is marketing consultant contract template needed?

When it comes to a freelancing business, the importance of legal contracts increases manifolds to ensure security, reliability, and smooth functionality of running the freelance operations.

Well made freelance consultant contracts, in fact, serve as a proper safety net for the freelancers and their clients. It protects the interests of both the freelancer and the company as it clearly lays down the scope of work and all the terms and conditions related to the project.

In a scenario where a dispute arises between the company and freelancer, this agreement serves as a legal guide to settle such matters.

7.2. Essential elements of a freelance consultant contract template

A freelance consultant contract template should include the following 5 elements among other things:

7.2.1. The complete scope of work

One of the most important clauses of the freelance consultant contract template, it covers the nature of work and kind of activities to be undertaken by the freelancer.

7.2.2. Details of pricing and rates

Compensation details are another essential aspect of the freelance contract. They include the details of the amount to be paid to a freelancer for the work assigned to him/her.

7.2.3. Deliverables and payment schedule

It covers the deliverables by the consultant and the time when their fee is due, along with the mode of payment. If any kind of advance charges are to be paid to the freelancer before the beginning of work, then such amount should be mentioned here.

7.2.4. Deadlines and timelines

This segment sets a deadline for when the task should get finished and also outlines the consequences of not delivering the work within specified timelines.

7.2.5. Legal terms, contract kill fee and cancellation terms

Include the details of the circumstances and legal terms under which the company may terminate the services of a freelancer. Also, it covers the contract kill fee, cancellation terms or any compensation payable to freelancer in the event of termination by the company.

Basic Consultant Contract Template
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8. How to get a free consultant agreement template

After years of experience in a particular profession, you are ready to start a flourishing career as a consultant. You are confident about your skills but are unsure about realizing your fee once you have delivered the assignment for the client. The reason for your insecurity - you don't have a professional contract in place. Is this your story?

Well, like millions of freelance consultants all over the world, there is only one way forward to overcome this challenge - create a free consultant agreement template yourself! Sounds frightening? Well, it shouldn't be!

You must have gone online to search for templates and even found some which you feel are appropriate but are still not confident. 

Here is where we come in. We will guide you regarding the dos and don'ts for drafting an agreement as a freelancer. Once you know the basics, you can refer to a template online and customize it as per your requirements. 

Here we discuss some important tips to help you draft a free consultant agreement template.

8.1. Specify parties involved in the consulting contract template

When drafting the agreement, you need to mention the names of the parties to the agreement. Your details as a freelancing consultant and the details of the client with whom you are entering into an agreement are required. 

8.2. Purpose of the consulting agreement

In a free consultant agreement template, the details of the freelance consulting services being provided, and the client's requirement for such services should be stated. This will ensure that there is complete clarity regarding the expectations of the client. This section should also mention what is expected from the client. 

8.3. Term of the consulting contract template

Since every freelancer agreement has a particular tenure, the start date and the end date of the agreement must be included. If, for some reason, if you or the client decide to terminate the agreement, then the consultant agreement template should state the notice to be served

8.4. Compensation section of the consulting contract template

You should mention very clearly as a consultant whether you wish to be compensated through a flat fee or on an hourly basis.  The freelancing agreement should also include when the invoices will be sent, what will be the due date, and how the due date is calculated. 

8.5. Cover intellectual property rights in the consulting contract template

The client will own the intellectual property rights regarding the work done by the freelancer. As a consultant, you cannot make any claims regarding ownership of trademark or copyright for the product.

8.6. Keep in mind governing law when drafting a consulting contract template

Your consultant agreement should be drafted, keeping the laws of the state in mind in order to be valid. You should clearly mention the name of the county and the state to whose jurisdiction this agreement would be subject to.

Business Consultant Contract Template
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8.7. Mention indemnification in the consulting contract template

You need to mention in your consulting contract template whether the client will protect you against any lawsuits and associated costs if the client does not follow your instructions as a consultant. 

8.8. Cover confidentiality in the consulting contract template

You should not share information relating to the client's business with a third party. This clause in your freelance agreement will convince the client that you will not disclose confidential information. 

8.9. Non-compete cluses in a consulting contract template

The client would not want you to work as a consultant for any of their competitors for a certain period after the freelancing agreement is over. The number of months that you can't work for a competitor should be included. 

8.10. Non-solicitation of customers

You need to also agree not to get into any kind of business arrangement with the client's customers for a specified period after your freelance agreement with the client is terminated. 

8.11. Signature of both parties on the consulting contract template

There should be a space reserved for your signature and that of the client. This ensures that both of you have agreed to all the terms and conditions. 

9. How to create a legal consultant agreement template

As a legal professional, you know how to win cases with your experience and tactful approach. As a legal consultant, you have huge potential when it comes to your earnings, and like any successful lawyer, you would like to take your practice to the next level. However, you lack confidence when preparing a freelance legal agreement and are unable to take up new clients because of this. 

It's possible that while you are an expert in legal issues, you might not have the experience in structuring your consultant contracts. There are numerous online templates and resources you can refer to thanks to Google, but there is a possibility that you might not include the right clauses in your agreement and, therefore, not enjoy the full benefits of a freelancing legal consultant.

There are certain points that you need to remember while drafting a legal consultant agreement, and we will guide you on how you should go about it.

Consultant Agreement Template Sample PDF
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It is essential that your final agreement as a freelancer protects both your rights and those of your client. 

10. Tips for drafting a legal consultant agreement template

There are certain clauses that need to be included in the legal consultant agreement to make it foolproof. 

10.1. Description of services

What is the scope of services for which this legal consultant agreement is being prepared? You need to mention what are the services you will specifically offer to the client as a freelancer so that there is no dispute later on that you did not fulfill your part of the agreement. You need to mention your expertise, like criminal law or civil law, and experience in the area.

10.2. Consideration payable

The consideration that is payable by the client for your services should be included in the legal consultant agreement. You should carefully consider the case and then quote a fee to the client. This fee should be mutually agreed upon by both you and the client. Your fee will depend on your experience. 

10.3. Mode of payment

The mode by which the client will make the payment should be stated in the legal consultant agreement. Will you be paid on an hourly basis, or will there be a flat fee for the entire project? These questions need to be answered and inserted in your freelancing agreement. 

10.4. Confidential information

As a freelance legal consultant, you will have access to a lot of confidential information relating to the client. The legal consultant agreement should have a confidentiality clause according to which you cannot share this information with any third party.

10.5. Governing laws

The legal consultant agreement needs to be prepared in accordance with the laws of the state in which you operate. This will ensure that the agreement is valid, and in case of violation of any clause in the agreement, the party violating the freelance agreement can be taken to court. 

10.6. Amendment

There should be a clause in the legal consultant agreement which allows for amendments to be made. If the freelancing agreement needs to be extended, then it can be done without any hassles. Otherwise, a fresh agreement has to be drafted. 

10.7. Indemnification

If the client does not follow the advice given by you, then they should indemnify you from any lawsuits and other charges faced by the client's business. You need to mention this in your freelance agreement.


The agreement in its draft stage should be shared with the client and based on mutual agreement, and some modifications may be allowed. You also need to ensure that the agreement is fair to both parties. 

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