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Hi, I need to create a consulting agreement for a freelance project. Can your AI help me generate a custom consulting contract online?

Okay, I can definitely help you with that! To create a comprehensive consulting agreement for your freelance project, I need some information. Let's start with the basics. Please provide the following details:

1. Scope of Consulting Services

What specific services will you (the consultant) be providing? Please be as detailed as possible. For example, instead of "marketing services," specify "developing a social media marketing strategy," "managing social media accounts," etc.

2. Project Timeline

What is the estimated start date and end date of the consulting engagement? Or, is it an ongoing project with no fixed end date?

3. Compensation

How will you be compensated? (e.g., hourly rate, project-based fee, retainer). What is the agreed-upon rate or fee? What are the payment terms (e.g., net 30, upon completion of specific milestones)?

4. Expenses

Will you be reimbursed for any expenses? If so, what types of expenses (e.g., travel, software, materials)? How will those expenses be documented and approved?

5. Confidentiality

Does the client require you to maintain strict confidentiality regarding their business information?

6. Intellectual Property

Who will own the intellectual property rights to the work you produce during the consulting engagement? (e.g., the client, the consultant, a shared ownership arrangement).

7. Termination Clause

What are the conditions under which either party can terminate the agreement? What is the required notice period?

8. Independent Contractor Status

This clause clarifies that you are an independent contractor and not an employee of the client. Confirm that this is the intended relationship.

9. Governing Law

Which state's laws will govern the interpretation and enforcement of the agreement?

Once I have this information, I can draft a solid consulting agreement for you.

Sure! So the consulting services are mostly around building a marketing strategy and helping the client run Facebook and Instagram ads. I guess that falls under digital marketing consulting, right? The project is supposed to start next Monday and will run for three months. I’m charging a fixed fee of $3,000 total, paid in two milestones—half upfront and the rest after the final campaign launch. For expenses, just software tools and maybe some ad credits, which the client will cover. Yes, I definitely want a confidentiality clause because I’ll be accessing some internal sales data. For intellectual property, the client should own the ad creatives and reports I generate. And yeah, I’m a freelancer, so the independent contractor clause makes sense. Let’s use California law for the governing law part.

Okay, great! This is a good start. To make the consulting agreement more complete and address potential risks, I need a bit more clarification:

1. Specific Services & Deliverables

Can you be more specific about what "building a marketing strategy" entails? Will you be providing a written document, presentations, or other specific deliverables? Also, for "helping the client run Facebook and Instagram ads," will you be responsible for ad copywriting, graphic design, A/B testing, and ongoing campaign optimization? The more detail here, the better.

2. Expense Approval Process

How will the client approve software and ad credit expenses before you incur them? Will there be a budget, or a specific person you need to get approval from? This will protect you from incurring expenses that the client later refuses to pay.

3. Termination Clause Details

What notice period will be required for termination by either party (e.g., 14 days, 30 days)? Are there any specific circumstances under which the agreement can be terminated immediately (e.g., breach of contract)?

4. Liability

What is the scope of your liability? For example, you could have a limitation of liability clause to ensure that you are only responsible up to the amount of the contract.

5. Dispute Resolution

In the event of a dispute, how will it be resolved (e.g., mediation, arbitration)? Including this can save time and money in the long run.

6. Warranties

What kind of guarantees can you offer? If you cannot guarantee any certain result, you need to explain the possible consequences.

7. Client Responsibilities

What does the client need to provide you? Do you need to be granted access to the client's Facebook and Instagram accounts? Do you need the client to have a marketing team to support your work?

Once I have this information, I can generate a robust consulting agreement for you. I will also include some risk warnings and optimization suggestions.

Yeah, sure. So for the marketing strategy, I’ll deliver a written plan that outlines audience targeting, messaging, channel selection, and budget recommendations. I’ll also include a presentation deck for the client’s internal team. As for the Facebook and Instagram ads, yes—I’ll handle ad copywriting, design direction (though they have a graphic designer), set up A/B tests, and monitor performance weekly. For expenses, the client said they’ll give me a $500/month budget for tools and ads, and I should run expenses by their marketing manager before spending. Let’s set a 14-day notice period for termination. If either of us seriously breaches the agreement, I think it should be okay to end it immediately. On liability, yeah, I want to cap it at the total contract value, just to stay safe. If anything goes wrong, I’d prefer mediation first before going to court. And about warranties—I can’t guarantee results, obviously, but I can promise I’ll follow industry best practices. Oh, and yes, the client needs to give me access to their ad accounts and assign one person from their team as the main contact.

Okay, this is excellent! I have all the information I need to draft a comprehensive consulting agreement for you. Based on the information you provided, I don't think there are additional risks to point out and optimize the contract.

Here's the consulting agreement draft. Please review it carefully and let me know if you have any questions or would like to make any changes.


CONSULTING AGREEMENT

This Consulting Agreement (the "Agreement") is made and entered into as of [DATE], by and between [Your Company Name], located at [Your Address] ("Consultant"), and [Client Company Name], located at [Client Address] ("Client").

1. Scope of Services

Consultant agrees to provide Client with digital marketing consulting services, including but not limited to:

  • Developing a comprehensive written marketing strategy, including audience targeting, messaging, channel selection, and budget recommendations, to be delivered as a written plan and a presentation deck.
  • Managing Facebook and Instagram advertising campaigns, including ad copywriting, providing design direction (in collaboration with Client's graphic designer), setting up A/B tests, and monitoring performance on a weekly basis.

2. Project Timeline

This Agreement shall commence on [Start Date] and shall continue for a period of three (3) months, concluding on [End Date], unless earlier terminated as provided herein.

3. Compensation

Client shall pay Consultant a fixed fee of Three Thousand Dollars ($3,000.00) for the services provided under this Agreement, payable as follows:

  • One Thousand Five Hundred Dollars ($1,500.00) shall be paid upfront upon the commencement of this Agreement.
  • The remaining One Thousand Five Hundred Dollars ($1,500.00) shall be paid upon the final campaign launch.

4. Expenses

Client shall reimburse Consultant for reasonable and necessary expenses incurred in connection with the performance of services under this Agreement, including software tools and ad credits, up to a maximum budget of Five Hundred Dollars ($500.00) per month. Consultant shall obtain approval from Client's marketing manager before incurring any such expenses.

5. Confidentiality

Consultant acknowledges that, during the course of this Agreement, Consultant may have access to confidential and proprietary information of Client. Consultant agrees to hold such information in strict confidence and not to disclose it to any third party without Client's prior written consent, except as required by law.

6. Intellectual Property

All ad creatives and reports generated by Consultant under this Agreement shall be the sole and exclusive property of Client.

7. Termination

Either party may terminate this Agreement upon fourteen (14) days written notice to the other party. Either party may terminate this Agreement immediately upon written notice to the other party in the event of a material breach of this Agreement by the other party.

8. Independent Contractor

Consultant is an independent contractor and not an employee, partner, or agent of Client. Consultant shall be solely responsible for all taxes, insurance, and other obligations arising out of Consultant's performance of services under this Agreement.

9. Limitation of Liability

Consultant's liability to Client for any claim arising out of or relating to this Agreement shall be limited to the total amount of compensation paid by Client to Consultant under this Agreement.

10. Dispute Resolution

Any dispute arising out of or relating to this Agreement shall be resolved through mediation in [City, State] before resorting to litigation.

11. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of California.

12. Client Responsibilities

Client shall provide Consultant with access to its advertising accounts on Facebook and Instagram, and shall assign one person from its marketing team as the main point of contact for Consultant.

13. Warranties

Consultant warrants that Consultant will perform the services under this agreement in a professional and workmanlike manner. Because of the fluctuating nature of the market, Consultant does not guarantee any specific results.

14. Entire Agreement

This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous communications and proposals, whether oral or written.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.

[Your Name]

Consultant

[Client Company Representative Name]

Client


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