Free Digital Marketing Scope of Work Template

Fully editable with custom branding and templated offering.

Free Digital Marketing Scope of Work Template

Fully editable with custom branding and templated offering.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Free Digital Marketing Scope of Work Template

Fully editable with custom branding and templated offering.

Free Digital Marketing Scope of Work Template

Fully editable with custom branding and templated offering.

Bonsai has helped create 1,023,928 documents and counting.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

What is a Digital Marketing Scope of Work

A digital marketing scope of work (SoW) is a document that shares the details of a specific project: from timelines, deliverables, tasks, responsibilities, milestones and checkpoints. It’s a great way of making sure everyone is on the same page–leaving less space for things like scope creep to occur.

This type of work document is important because it’s one of the first stepping stones in cementing a long-lasting and fruitful work relationship with your clients. It shows off your quality of service as a marketer and can help provide clear direction for those you’re working with.

A poorly written document could end up misleading all those involved in the project and could cause issues further down the line.

A digital marketing scope of work can help you outline all of the deliverables you’ll provide, as well as the roles and resources required in order to complete the project successfully. It also ensures you are compensated fairly for the services you’ve provided to those clients you work with. 

For those who are self-employed, this is critical as you haven’t got the support of a company behind you should you not get paid correctly.

Note: Sign up to Bonsai today to download this free digital marketing scope of work template.

What to Include in a Digital Marketing Scope Of Work

There is plenty to include in your scope of work document to help ensure your project goes smoothly.

Objectives/Purpose of project

It’s good to start off with the basics. As a PM, what are you intending to achieve with this project in particular? Are you pitching your services and therefore providing a solution to a marketing problem a client may have? Or, perhaps you’ve already been given the information from a client on what they’re looking for? State this information here.

Bonsai Top Tip: If it’s available to you, a work example you’ve done in the past can help demonstrate what you hope to achieve for this client. 

Project details & timeline

Every scope of work template needs space for this. Outline the scope of work that’s required for your digital marketing project and the timeline you expect it to follow. You will need to set owners and deadlines for specific tasks and note certain milestones for those complex projects that span across a longer timeline.

It’s important to keep in mind the specific needs of your client in this chapter. Whether your client wants to increase sales leads, become an industry leader, better communicate and retain each customer, or something else. Address how you’re addressing these needs with the project process you’re mapping out. 

Pricing & payments

We all want to get paid, right? Freelancers are often put to the bottom of the payment run pile. Getting paid on time can be a rarity and it often involves you chasing the client for money. 

With that being said, having a clear document that lays out pricing for your services and how to make payment is beneficial. It gives the client less of an excuse to delay payments, especially if you charge for late payments! 

It’s also worthwhile mentioning your payment method whether that’s via bank transfer or wire payments like PayPal and TransferWise.

Note: Bonsai allows you to automate your invoices: from creation, sending and reminding. Even automatic late fees.

Key assumptions

Make sure you’re supplying all the key assumptions within the project too. This includes things like the budget and any resources you’ll be given or supply yourself in order to get the tasks done quickly and effectively. 

Make sure these are clearly defined—and change—for each of your scope of work templates. When you come to sign your scope of work agreement, you should be confident you have everything included.


As this is a document that secures you work with the client, it’s important to make it legally binding with signatures. You would hope that no client would want to cause a disruption to your partnership, but it can happen. This document can be useful evidence should you encounter any issues with the client.

How to Write a Digital Marketing Scope of Work

Now for the important part, how to write the document. We’ve got some helpful tips that are going to make your scope of work stand out from the crowd.

Find out exactly what the client wants

The scope of work requires you know exactly what your clients are after. Don’t be afraid of asking your client for all the details of the work they need or what you assume they’re after. To secure the job, it’s good to have knowledge of all the responsibilities they’ll be asking of you.

Highlight what sets you apart 

Whilst you may feel you’re perfect for the job, the client may have a dozen other project managers/marketers who are pitching and thinking the exact same thing. 

There will be something that sets you apart from the rest. Perhaps it’s a work example or scope of work that you’ve done before which you can present to this new client. You could start off the document with a statement on all the deliverables you’ve provided successfully for previous clients.

Bonsai top tip: Set out your intentions, explain how you’ll get there and the results that will follow. This document should leave no stone unturned and no question unanswered!

You want to stand out, especially when you may be up against others in the industry. Make sure you’re meeting the expectations of the work required and don’t be afraid to sell yourself. Show the client why they should contract your services above your competition.

Creating a Digital Marketing Scope of Work is Simple with Bonsai 

Having a pre-made work template to edit can save you time. As a self-employed marketer or small marketing agency owner, you may find it challenging to manage all your clients. Having a template that’s already partly generated is going to make your work life a little easier.

Plus, using an SOW template can ultimately help you increase sales. You’ll be able to save time when it comes to communicating with new clients, have a clear overview of every project you’re working on, and ensure your project development runs as smoothly as it should. 

With Bonsai, you’re not going to be missing any of these crucial details that are required in a scope of work document. You’ll be able to deliver a document that ticks all the client’s expectations and needs they require from you and your role in the project scope.

Sign up today and join the 500,000+ freelancers and small businesses already using Bonsai to close their most important deals.

Bonsai top tip: There’s also plenty of other templates that Bonsai offers whether you’re needing a contract, proposal or invoice document.

Digital Marketing Scope of Work FAQs

To help make the most out of your scope of work documents, here are some frequently asked questions for creating the best work templates possible.

What are the best project manager tips for writing a great scope of work?

You may be up against other freelancers and marketing agency scope pitches so it’s good to check yours for spelling errors. Grammar and spelling checks are something you should be doing whether you use a template or not. 

After all, you want your document to paint you in the best light. That means making sure you’re proficient in your spelling abilities!

You should also clearly demonstrate that you understand the prospective client’s challenge. Provide a detailed, yet concise scope of work for how you’re going to solve those challenges. 

Clearly outline responsibilities and milestones so there’s no confusion, and ladder all actions back to the KPIs and metrics you’re trying to improve. Results will always be at the top of the client’s priorities.

What common mistakes are made when writing a digital marketing scope of work document?

Common mistakes when writing a digital marketing scope of work document are leaving certain objectives open-ended. The document should answer all your clients queries and outlines everything you’ll deliver.

Try to avoid overcomplicating the document and confusing the reader. Be detailed but concise, include work samples where they make sense, and set deadlines everyone can keep to.

Frequently Asked Questions
Questions about this template.

Do you need a Digital Marketing Scope of Work?

A digital marketing scope of work ensures that you only execute services that serves the clients needs. To avoid the technicalities, use Bonsai's easy to use template.

What are the common scope of work for digital marketing?

The usual services a digital marketer does are PPC, SEO, Social Media, SEM and many more. They use tools and techniques to increase their client's impressions and exposure.

Where to find a digital marketing scope of work template?

There's a lot available online. But is you're looking for one that was curated by legal professionals and easy to edit, sign up now at Bonsai. It's downloadable for free.