1
Enter both parties' legal entity names and the effective date
Use the full registered business name for the agency or freelancer and the client's legal entity name β not a brand name or social handle. Enter the date the contract takes effect, which should be on or before work begins.
π‘ Confirm entity names against a business registry or invoicing record before signature β mismatches can complicate enforcement.
2
Define the scope of services with platform-level specificity
List every platform covered (Instagram, LinkedIn, TikTok, Facebook, X), the weekly or monthly post count per platform, content formats (feed posts, reels, stories, ads), and any community management tasks included.
π‘ Add a change-order clause stating that any platform or task not listed requires a written amendment β this prevents scope creep on platforms the client adds mid-engagement.
3
Set the fee structure and separate ad spend
Enter the retainer amount, the invoicing date, and the payment due date. State ad spend as a separate pass-through line item. Add a late-payment interest rate β typically 1.5% per month β on overdue balances.
π‘ Invoice on the 1st with Net 15 terms so payment arrives before the next content calendar is due, protecting cash flow for freelancers and small agencies.
4
Establish the content approval workflow
Enter the number of business days the client has to review each piece of content, the number of revision rounds included, and what happens if the client does not respond within the review window.
π‘ A silent-approval clause β content goes live if the client does not respond within 48 hours β prevents indefinite holds on scheduled posts.
5
Complete the IP assignment and portfolio rights
Confirm that ownership of all original content transfers to the client upon full payment. Decide whether to include a portfolio usage right and add an opt-out window β typically 30 days after delivery β for clients who prefer exclusivity.
π‘ If the manager uses licensed stock images or music in content, clarify that the platform license β not ownership β transfers to the client, to avoid downstream infringement claims.
6
Specify credential access and security requirements
Name the secure method for credential sharing (e.g., a shared password manager vault or direct platform role assignment), prohibit third-party sharing, and add a return-or-delete obligation within three to five business days of termination.
π‘ Use platform-native role access (Instagram Business Manager, LinkedIn Page Admin) where possible instead of sharing master passwords β roles can be revoked instantly without changing the underlying account password.
7
Set the termination notice period and offboarding obligations
Enter the notice period β 30 days is standard for monthly retainers β and list the specific items the manager must return: credentials, content calendars, analytics exports, and any brand assets.
π‘ Include a pro-rated fee refund clause for notice periods shorter than the billing cycle β this removes the incentive for clients to terminate mid-month without notice.
8
Choose the governing law and dispute resolution method
Select the jurisdiction where the manager primarily operates or where the client is registered. Specify mediation before arbitration to reduce the cost of minor disputes.
π‘ For remote engagements spanning multiple states or countries, choose the manager's home jurisdiction as governing law β it is typically easier for the manager to pursue unpaid fees locally.