1
Enter the legal names and effective date
Use the full registered legal name for both the designer or agency and the client entity. Confirm the entity type (LLC, corporation, sole proprietor) and the date the agreement takes effect.
💡 Collect the client's legal name from their business registration before the contract is drafted — a trade name on a contract can complicate enforcement.
2
Define the scope and list every deliverable explicitly
Write out each service and deliverable in a numbered list. Include format specifications where relevant — for example, 'five-page WordPress site with homepage, about, services, blog, and contact pages' rather than 'a website.'
💡 Attach a detailed project brief or statement of work as Schedule A so the main contract body stays readable without losing specificity.
3
Set the fee, deposit, and milestone payment schedule
Enter the total project fee and break it into a deposit (typically 30–50%) due at signing, a mid-project milestone payment, and a final balance due on delivery or approval. Add the late-payment interest rate.
💡 Tie each milestone payment to a specific deliverable — for example, 'second payment due upon client approval of wireframes' — so there is no ambiguity about what triggers the invoice.
4
Specify revision rounds and the approval process
Enter the number of included revision rounds per deliverable and the fee for additional rounds. State how the client must deliver feedback (consolidated written notes) and the approval window (typically 7–14 business days).
💡 Add a deemed-approval clause: if the client does not respond within the approval window, the deliverable is considered approved. This prevents projects from stalling indefinitely.
5
Complete the IP assignment and licensing terms
Confirm whether final deliverables are fully assigned to the client upon payment, or licensed. Identify any pre-existing designer IP (frameworks, code libraries, stock assets) that the client receives a license to use but does not own.
💡 If you use a premium theme or proprietary plugin, list it explicitly in the licensing section so the client cannot later claim they own the underlying software.
6
List the client's obligations and content deadlines
Enter the specific materials the client must provide, the deadline for delivery, and the consequence — timeline extension — if they miss it. Include login credentials, brand guidelines, and approved copy.
💡 Request content in a shared folder (Google Drive, Dropbox) on the same day as signing. A folder structure shows professionalism and reduces the 'I forgot' delay.
7
Set the kill fee and termination notice period
Enter the termination notice period (typically 15–30 days), the kill-fee percentage of the remaining contract value, and confirm that work-in-progress files are not released until the kill fee and all invoices are settled.
💡 A kill fee of 25–50% of the remaining balance is typical for creative services — calibrate it to how much unbillable ramp-up time you invest before deliverables begin.
8
Sign before any work begins
Both parties must sign the agreement before consultation sessions start or any design work is produced. Unsigned agreements are unenforceable, and verbal scopes are routinely misremembered.
💡 Use an e-signature tool to timestamp execution and store the countersigned copy automatically — this creates an indisputable record of the agreed terms.