1
Enter the legal entity names and effective date
Use each party's full registered legal name — not a brand or trade name — and confirm the correct entity type (LLC, Ltd, sole trader). Set the effective date to the date both parties will sign, not the date work begins.
💡 Cross-reference the client's corporate registry entry before signing — agreements made with the wrong entity are difficult to enforce and harder to collect on.
2
Complete Schedule A with a specific deliverable list
List every service in concrete terms: 'Monthly keyword ranking report covering [X] tracked keywords,' 'Technical site audit delivered within 14 days of signing,' or 'Up to [X] optimized blog posts per month.' Include what is excluded.
💡 If you offer tiered packages, attach a separate Schedule A for each tier and reference the applicable one in the main agreement body.
3
Set the fee, billing date, and late-payment terms
State the monthly retainer or project fee in numerals and words, specify the billing date (e.g., 1st of each month), and set an interest rate — 1.5% per month is standard in North America — for overdue invoices.
💡 For new clients, consider billing the first month in advance before work begins — this filters out clients who delay payment from day one.
4
Draft the performance disclaimer carefully
State clearly that no specific ranking position, traffic volume, or revenue increase is guaranteed. Reference the typical 3–6 month lag before organic results appear. Have your legal reviewer confirm the language is strong enough under the applicable jurisdiction's consumer-protection laws.
💡 Never use phrases like 'page-one guaranteed' in the agreement, in emails, or in proposals — even if they appear only in marketing materials, they can be incorporated into the contract by reference in a dispute.
5
Define IP ownership and the provider IP carve-out
Specify that client owns all custom deliverables upon full payment, and that the provider retains all pre-existing tools, reporting templates, and proprietary methodologies. List the provider IP categories explicitly in a schedule if the toolkit is substantial.
💡 If you use licensed third-party SEO software (Semrush, Ahrefs, Screaming Frog) to generate deliverables, check each tool's terms of service for output ownership restrictions before making broad assignment promises.
6
Set the initial term, auto-renewal, and termination notice period
Choose an initial term of at least 3–6 months (SEO results take time), set a 30-day written notice period for non-renewal, and specify that prepaid fees for the current month are non-refundable while fees for future periods are returned upon termination without cause.
💡 State the exact auto-renewal notice deadline as a calendar date in the executed agreement — '30 days before the renewal date' is ambiguous; 'written notice received by the 1st of the final contract month' is not.
7
Review and sign before work begins
Both parties must sign before the provider performs any work — including discovery calls, site access, or preliminary keyword research. Post-start-date signatures raise fresh-consideration problems in common-law jurisdictions.
💡 Use an e-signature platform that timestamps execution and stores the fully-executed copy — this timestamps the agreement and eliminates 'I never signed that' disputes.
8
Attach reporting and KPI schedule
Append a Schedule B defining the monthly reporting format, the KPIs tracked (organic sessions, keyword rankings, domain authority, conversion rate), and the delivery date each month.
💡 Agree on the KPIs before signing — clients who define success metrics after a campaign starts consistently interpret results more negatively than those who set benchmarks upfront.