Consultants

Service Agreement Essentials: What Every Consultant Needs

January 24, 20267 min read

As a consultant, your service agreement is your safety net. It defines what you'll deliver, when you'll get paid, and what happens when things go wrong. Here's everything you need to include.

The 8 Essential Clauses

1. Scope of Services

Be specific. "Marketing consulting" is too vague. "Monthly strategy calls, quarterly reports, and campaign reviews" is specific.

2. Deliverables & Timeline

What exactly will you deliver? When? Tie milestones to payments for large projects.

3. Compensation & Payment Terms

Total fee, payment schedule, accepted methods, late payment penalties (1.5%/month is standard).

4. Expenses

Will the client reimburse travel, software, or other expenses? Cap amounts or require pre-approval.

5. Intellectual Property

Who owns the work product? Typically: client owns deliverables, you retain pre-existing IP and methodologies.

6. Confidentiality

Mutual NDA covering both parties' sensitive information. 2-3 year duration is standard.

7. Limitation of Liability

Cap your liability at the amount paid under the agreement. Never accept unlimited liability.

8. Termination

How can either party exit? 14-30 day written notice is typical. Specify what happens to unpaid work.

Red Flags in Client Contracts

  • ❌ Work-for-hire language that claims your pre-existing IP
  • ❌ Non-compete clauses preventing work with their industry
  • ❌ Payment Net 60 or longer
  • ❌ "Unlimited revisions" or undefined scope
  • ❌ Indemnification for client's actions

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