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One-Page Consulting Agreement

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A consulting agreement is a document that sets forth the terms and conditions under which a consultant will provide services to a client. By creating a consultant agreement, you can ensure that all the necessary terms are in place before you deliver a consultant's services.

We'll inform the steps needed to create a perfect one-page consulting agreement.

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Note: If you want access to our pre-made consulting agreement templates, try Bonsai. Attorneys legally review our documents, so you'll know you are covered from future mishaps. claim your 14-day free trial here.

What is a one-page consulting agreement?

It's a consulting contract that outlines the key points of your entire agreement as an independent contractor.

What information should be included in a consulting agreement template?

The consulting agreement template should include work descriptions, the fees you will charge for the consulting services, payment arrangements, copyright information, the timeframe for the project, any cancellation or termination clauses, and more.

It's essential to keep everything in a clear and concise format so both parties, consultant and client, easy to understand the written consent.

All parties acknowledge having a general understanding of the following: 

1) The agreement should delineate who the client and consultant are. 

2) The agreement should outline consulting services the consultant will provide and what the client expects regarding results. 

3) Compensation - Generally, consultants charge an hourly rate for their services.

4) Termination - An agreement should state when the consulting service will end and how both parties will terminate the relationship. It is also important to note any obligations or responsibilities after the consulting service concludes.

5) The agreement shall follow applicable governing law.

When drafting the contract, and you can read in any sample consulting agreement, you can find the main body of an agreement, which will have these eight points:

1. Purpose of the contract. 

An agreement mainly aims to clarify what will be expected from the parties involved and ensure that there are no misunderstandings or disputes after signing it.

2. The agreement should include rights and obligations.

A consulting agreement is essential for any business looking to outsource its resources. Including all the key points in a contract can avoid potential misunderstandings and ensure all parties know what they are getting into. 

Including your company name and role will also help put everyone at ease, ensuring that the project runs smoothly from start to finish. It's always helpful to agree on payment terms upfront, so there are no nasty surprises later!

3. Contact information.

Write the person in charge of parties complete with the address, mobile phone, and email for any communication related to the agreement.

4. Duration of services.

An agreement should state the duration of services and all scope of the services. Duration info will help to avoid any misunderstandings or disputes down the line. Furthermore, both parties must be clear on their expectations before starting work on the project.

5. Terms and conditions should be clear.

Consultants should be clear about what they will be doing. Agreements should also specify any applicable fees and when clients will make payments. 

In addition, terms and conditions must be easy to understand for the consultant and client.

6. The agreement should specify payment terms.

Regarding the contract, the agreement should be specific and include all the pertinent information, such as the timeline of work, estimated cost of services, Etc. It is also essential to specify payment terms in advance so there are no misunderstandings or delays in concluding the contract.

7. Client's right to change or cancel the agreement

It is always advisable to include a clause that states the client has the right to change or cancel the contract at any time. This way, there is no ambiguity, and both parties are well-informed of their rights and obligations. 

Keeping everything concise will also make it easier for everyone involved in the contract signing process - including lawyers and your clients!

Recommended reading: Discover how to get more clients as a consultant.

8. The agreement should be in writing.

A consultation agreement is a vital document that should always be in place between a consultant and a client. It helps to clarify the scope of work, establishes trust, and outlines the respective rights and responsibilities of both parties in case of any disputes. 

This essential piece of paper can also help to protect both parties from unprofessional or dishonest behavior on either side. Some content in the contract might have intellectual property rights that should be treated as confidential information.

The consultant agrees they will keep the information confidential and not discuss it with anyone. The client's business information during consulting work is expressly prohibited without prior written consent.

How to format a One-Page Consulting Agreement?

The first step is to write a mission statement for your business. The mission goals will give you a clear idea of what you're trying to achieve and help you to define the scope of work better. 

Next, create the scope of work and define the consultant's tasks. Include detailed descriptions and timelines so everyone understands their expectations. 

Finally, agree upon compensation rates and determine who will be responsible for payment handling.

Be sure to specify the project's start and end dates and any renewal or extension options you may want to include. 

Why create an Agreement?

Creating an agreement is a critical step in safeguarding your business. Not only will it help build trust between you and your clients, but it can also help avoid any potential disputes. 

By outlining clear expectations and responsibilities, you can ensure that all parties are on the same page. All parties can tailor this agreement to meet business needs, so it's the perfect way to protect yourself and your clients. Make sure to get started today and see the benefits for yourself!

Tips for drafting a perfect One-Page Consulting Agreement

Creating a perfect agreement template is essential for both parties to understand and agree to the terms and conditions of the agreement. 

Include specific dates, times, and rates for meetings, phone consultations, and in-person sessions. Also, specify when clients must make cancellations or changes and what type of fee will apply if that occurs. 

List the service fees in detail and state any payment terms before the commencement of work. 

Try Bonsai's Independent contractor Agreement Templates

Creating an agreement is essential in protecting your business interests while consulting with another business. 

By following the steps outlined in this blog, you will be able to create an agreement template that meets with specific needs of your business. Access Bonsai's pre-made agreement templates you can customize and send to new potential clients. Claim your 14-day free trial here.

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