Lead generation agreement template searches often turn up Word docs with placeholder brackets and legalese that takes an hour to clean up. ContractMaker produces a finished professional services agreement in about 90 seconds: enter the parties, the lead scope, the fee structure, and the payment terms, and the document is ready.
A clear lead generation contract protects both sides, since it defines exactly what qualified leads look like, how they are delivered, and when payment is due.
Stop chasing clients for payment over disputes that a plain written agreement would have prevented.
Contract · tuned for lead generation agreement template
29 sections · click any
blank
to fill it · hover a section to edit
Lead Generation Agreement Template
1. Governing Law, Jurisdiction & Venue
GOVERNING LAW; JURISDICTION; VENUE
(a) Governing Law. This Agreement and any dispute arising out of or related to it — including its formation, interpretation, performance, breach, or termination — will be governed by and construed in accordance with the laws of the State of , without regard to its conflict-of-law provisions.
(b) Consent to Jurisdiction. Each party irrevocably submits to the exclusive personal jurisdiction of the state and federal courts located in County, for any action or proceeding arising out of or relating to this Agreement that is not subject to arbitration under the Dispute Resolution clause (if any).
(c) Venue. Each party waives any objection to the laying of venue in the courts identified in Section (b), and waives any claim that such courts are an inconvenient forum.
(d) Service of Process. Service of process in any such action may be made by any method authorized by the applicable court rules or by mailing a copy of the summons and complaint by registered or certified mail, return receipt requested, to the party's address set forth in this Agreement.
(e) Prevailing Party. In any dispute arising under this Agreement, the prevailing party is entitled to recover its reasonable attorneys' fees and costs from the non-prevailing party, unless the parties have agreed to a different allocation in the Dispute Resolution clause.
REPRESENTATIONS AND WARRANTIES
(a) Mutual Representations. Each party represents and warrants to the other, as of the Effective Date and throughout the term of this Agreement, that:
(i) Authority. It has the full legal right, power, and authority to enter into this Agreement and to perform its obligations hereunder;
(ii) No Conflicts. Its execution, delivery, and performance of this Agreement do not and will not: (A) violate any applicable law, regulation, or court order; or (B) conflict with or result in a breach of any agreement to which it is a party;
(iii) Binding Obligation. This Agreement constitutes its legal, valid, and binding obligation, enforceable against it in accordance with its terms;
(iv) No Litigation. As of the Effective Date, there is no pending or, to its knowledge, threatened legal proceeding that would materially impair its ability to perform its obligations under this Agreement; and
(v) Compliance with Law. It will comply with all applicable laws and regulations in performing its obligations or exercising its rights under this Agreement.
(b) Agency Representations. additionally represents and warrants that:
(i) Professional Standards. It will perform the Services in a professional and workmanlike manner consistent with industry standards;
(ii) Non-Infringement. The materials, methodologies, and content created by (excluding Client-supplied content) will not, to 's knowledge, infringe or misappropriate any third party's copyright, trademark, patent, trade secret, or other intellectual property right;
(iii) Qualifications. It has the skills, experience, and qualifications necessary to perform the Services; and
(iv) No Deceptive Practices. It will not engage in deceptive, unfair, or fraudulent practices in connection with the Services, including practices that violate the FTC Act or any analogous consumer-protection law.
(c) Client Representations. additionally represents and warrants that:
(i) Content Accuracy. All product descriptions, claims, pricing information, testimonials, and other materials supplied by to for publication or promotion are, to 's knowledge, truthful, accurate, and not misleading, and are substantiated by competent and reliable evidence where required by applicable law;
(ii) Ownership and Licenses. owns or has obtained all necessary rights, licenses, and permissions for all content, assets, images, trademarks, and data that provides to for use in the Services, and 's provision of such materials to does not violate any third party's intellectual property rights;
(iii) Regulatory Compliance. 's products, services, and business practices comply with all applicable laws and regulations, and is not aware of any pending or threatened regulatory investigation or enforcement action that would affect the permissibility of the Services;
(iv) Account Authority. has or will obtain all necessary rights, consents, and authorities to grant access to 's advertising accounts, analytics platforms, email lists, and other systems required to perform the Services; and
(v) No Restricted Industry Violations. 's products and services do not violate the advertising policies of the platforms on which the Services will be performed.
(d) Disclaimer. EXCEPT AS EXPRESSLY STATED IN THIS SECTION, NEITHER PARTY MAKES ANY OTHER WARRANTY, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. DOES NOT WARRANT SPECIFIC BUSINESS OUTCOMES, REVENUE RESULTS, SEARCH RANKINGS, ENGAGEMENT RATES, OR ROI FROM THE SERVICES.
INTELLECTUAL PROPERTY OWNERSHIP
(a) Background IP. Each party retains all right, title, and interest in its Background IP. "Background IP" means all intellectual property owned or licensed by a party prior to the Effective Date or developed independently of this Agreement. Each party grants the other a limited, non-exclusive, royalty-free license to use its Background IP solely to the extent necessary to perform or receive the Services during the term of this Agreement.
(b) Deliverables — Work-for-Hire Designation. To the extent that any Deliverable constitutes a "work made for hire" as defined in 17 U.S.C. § 101 (including as a contribution to a collective work, as a part of a motion picture or other audiovisual work, as a translation, as a supplementary work, as a compilation, as an instructional text, as a test, as answer material for a test, or as an atlas), such Deliverable is a work made for hire for , and will be the author and owner of the copyright therein from the moment of creation.
(c) Assignment. To the extent that any Deliverable does not qualify as a work made for hire, hereby irrevocably assigns to , effective upon receipt of full payment for such Deliverable, all right, title, and interest in and to such Deliverable, including all copyrights, patents, trademarks, trade secrets, and other intellectual property rights worldwide, in perpetuity.
(d) License for Partially-Paid Deliverables. If this Agreement terminates before has paid in full for a Deliverable, grants a non-exclusive, non-transferable, revocable license to use that Deliverable solely for 's internal purposes until the outstanding balance is paid, at which point the assignment in Section (c) becomes effective.
(e) Agency Portfolio License. grants a non-exclusive, royalty-free, perpetual license to display the Deliverables (excluding any Confidential Information) in 's portfolio, case studies, and marketing materials, unless notifies in writing that a specific Deliverable is subject to confidentiality restrictions.
(f) Third-Party Content. will obtain all necessary licenses for third-party content (stock images, fonts, music, software) incorporated into Deliverables, and will disclose to any third-party license restrictions that limit 's use of the Deliverables.
(g) Moral Rights. To the extent permitted by applicable law, waives all moral rights in the Deliverables in favor of .
(h) Agency Tools & Methodologies. Notwithstanding the foregoing, retains all right, title, and interest in its proprietary tools, templates, methodologies, know-how, and general processes used to create the Deliverables. 's rights are limited to the Deliverables themselves.
4. Confidentiality / Non-Disclosure Obligation
CONFIDENTIALITY
(a) Definition. "Confidential Information" means all non-public information disclosed by one party ("Discloser") to the other ("Recipient") in connection with this Agreement that is designated as confidential at the time of disclosure, or that a reasonable person would understand to be confidential given the nature of the information and circumstances of disclosure. Without limiting the foregoing, Confidential Information includes: business plans, financial data, pricing, fee structures, customer and prospect lists, keyword research, campaign strategies, methodologies, software, technical specifications, and personnel information.
(b) Exclusions. Confidential Information does not include information that: (i) is or becomes publicly available through no fault of Recipient; (ii) Recipient already knew before receiving it from Discloser, as shown by written records; (iii) Recipient independently develops without use of or reference to the Confidential Information; or (iv) Recipient rightfully receives from a third party without restriction.
(c) Obligations. Recipient will: (i) use Discloser's Confidential Information solely to perform or receive the Services under this Agreement; (ii) disclose it only to its employees, contractors, and advisors who have a need to know and who are bound by confidentiality obligations no less protective than this clause; and (iii) protect it with at least the same degree of care it uses for its own confidential information of similar sensitivity, but in no event less than reasonable care.
(d) Compelled Disclosure. Recipient may disclose Confidential Information if required by law, court order, or regulatory authority, provided that Recipient: (i) gives Discloser prompt prior written notice to the extent legally permitted; (ii) cooperates with Discloser in seeking a protective order or other appropriate relief; and (iii) discloses only what is legally required.
(e) Trade Secrets. Obligations with respect to information that constitutes a trade secret under applicable law (including the Defend Trade Secrets Act, 18 U.S.C. § 1836) will continue for as long as such information remains a trade secret, notwithstanding any shorter survival period stated below.
(f) Subcontractors. may share 's Confidential Information with approved subcontractors solely to the extent necessary for them to perform work under this Agreement, provided each subcontractor is bound by written confidentiality obligations at least as protective as this clause.
(g) Return or Destruction. Upon termination or expiration of this Agreement, or upon Discloser's written request, Recipient will promptly return or securely destroy all of Discloser's Confidential Information (including copies) and certify such return or destruction in writing, except as required by law or for legal-hold purposes.
(h) Survival. This Section survives termination or expiration of this Agreement for a period of 3 years, except as provided in Section (e).
5.1 Access Grant. Client shall grant user-level access (not administrative ownership) to the platforms listed in Exhibit A ("Access Request List") within 3 business days of the Effective Date. Access shall be granted by adding as a named user or manager role within each platform's native access-management system; Client shall not share primary login credentials or passwords.
5.2 Account Ownership. All accounts, profiles, pixels, properties, and associated data are and remain the sole property of Client. Agency's access rights are limited to the scope necessary to perform the Services.
5.3 Credential Management. All platform credentials shared between the parties must be transmitted and stored exclusively through ("Designated Credential Manager") or such other credential-management system as the parties designate in writing. Neither party shall transmit credentials via personal email, SMS, or unencrypted messaging applications. Agency shall maintain a current access log identifying all Agency personnel with access to Client platforms and shall provide that log to Client within 3 business days upon written request.
5.4 Multi-Factor Authentication (MFA). Where a platform supports MFA, Agency shall maintain MFA on all Agency-held access credentials throughout the term. Upon transition or termination, Agency shall cooperate with Client's MFA handoff procedure, including: (a) initiating transfer of authenticator app tokens to Client-designated accounts; (b) providing backup codes in escrow through the Designated Credential Manager; and (c) confirming in writing within 5 business days that all MFA tokens have been transferred or revoked.
5.5 Termination Sequencing. Upon expiration or termination of this Agreement or any SOW, the following sequence applies:
(a) Agency shall deliver the Transition Package (as defined in Section ) to Client within 10 business days of the termination notice;
(b) Client shall confirm receipt of the Transition Package in writing within 3 business days;
(c) Client shall revoke Agency's access to all platforms within 3 business days of confirming receipt of the Transition Package.
Agency's access obligations under any SLA continue until access is revoked under step (c). Agency is not liable for platform events occurring after revocation.
5.6 Credential Breach Liability. If Agency-stored credentials are compromised due to a security incident at Agency (including a breach of Agency's systems, credential manager, or personnel), Agency shall (a) notify Client within 2 hours of discovery; (b) cooperate in immediately revoking and rotating affected credentials; and (c) indemnify Client for reasonable, documented costs directly caused by the breach, up to . This liability cap does not apply to breaches caused by Agency's gross negligence or willful misconduct.
6.1 Client Obligations. Client acknowledges that successful delivery of the Services depends on Client's active and timely cooperation. Client shall, throughout the Term:
(a) designate a primary contact ("Client Contact") with authority to approve content, provide assets, and bind Client on day-to-day operational matters — identified in the Order Form as , ;
(b) respond to requests for information, approvals, content, assets, or feedback within 5 business days of Agency's written request (email sufficient).
6.2 Delay Consequences — Timeline Toll. If Client fails to respond or deliver required materials within the timeframe in Section 6.1(b), all downstream project deadlines and milestone dates will automatically toll on a day-for-day basis for each business day of Client-caused delay. Agency will notify Client in writing within 2 business days of any such delay triggering a timeline adjustment.
6.3 Delay Consequences — Fee Adjustment. If a Client-caused delay under Section 6.1(b) exceeds cumulative business days in any 30-day period, Agency may treat the resulting additional work (re-briefing, rework, strategy adjustment) as an out-of-scope change and issue a Change Order. Additional fees under a Change Order triggered by Client delay shall not exceed 5% of the applicable SOW value without Client's written approval.
6.4 Deemed Approval. If Client fails to provide written approval or written objection to a delivered item within 5 business days of Agency's written request for approval, the item will be deemed approved for purposes of proceeding to the next stage. Deemed approval does not waive Client's right to request revisions within any revision window specified in this Agreement.
6.5 Right to Invoice Despite Blockage. If Agency has completed a stage or deliverable that is ready for Client review and Client's delay in reviewing or approving prevents Agency from issuing a scheduled milestone invoice, Agency may issue that invoice when the deliverable is submitted, regardless of whether Client has provided approval. Payment terms run from the invoice date, not from the approval date.
6.6 Right to Suspend. If a Client-caused delay exceeds 10 cumulative business days, Agency may, on 5 business days' written notice, suspend all active work under the affected SOW. During suspension: (a) all timelines and deadlines toll; (b) Agency's obligations under any SLA or response-time commitment are suspended; and (c) Agency will not accrue liability for non-performance. Suspension does not constitute termination and does not trigger the kill fee under Section unless Agency affirmatively elects to terminate following an unremedied suspension period exceeding 30 additional days.
7. Reporting Cadence, Format & Contacts
9. Reporting Cadence, Format & Contacts
7.1 Standard Monthly Report. shall deliver a written performance report to at no later than the 5 business day of each calendar month covering the prior calendar month ("Monthly Report"). Each Monthly Report shall include, at minimum:
(a) a summary of work completed during the reporting period;
(b) performance data for the KPIs identified in Exhibit B, compared against the baseline and prior-period actuals;
(c) material platform or algorithm changes observed during the period and their assessed impact;
(d) a description of planned activities for the upcoming month; and
(e) any outstanding action items assigned to Client.
7.2 Report Format. Reports shall be delivered in format (e.g., PDF, Google Data Studio / Looker Studio link, Excel). If delivery is via a live dashboard, shall also deliver a static PDF snapshot of the dashboard data as of the report date.
7.3 Strategy Call Cadence. The parties shall hold a strategy call of no less than 60 minutes on a basis. Calls shall be scheduled by mutual agreement using . 's account manager, , shall attend all scheduled strategy calls unless illness or emergency prevents attendance, in which case shall designate an equally qualified substitute and provide 24 hours' advance notice.
7.4 Designated Contacts.
| Party | Role | Name | Email | Phone |
|---|---|---|---|---|
| | Account Manager | | | |
| Client | Primary Contact | | | |
Either party may change its designated contact by providing 5 business days' written notice to the other party.
7.5 Reporting Disputes. If Client disputes the accuracy of any reported metric, Client shall notify in writing within 30 business days of report delivery, specifying the disputed data point and the basis for the dispute. The parties shall use good faith efforts to resolve the dispute within 10 business days. Failure to raise a dispute within the specified window constitutes acceptance of the reported data for contractual purposes.
8. No Guarantee of Results (Marketing Outcomes)
13. No Guarantee of Results
8.1 Disclaimer of Outcome Warranties. DIGITAL MARKETING RESULTS ARE INHERENTLY VARIABLE AND SUBJECT TO FACTORS OUTSIDE 'S CONTROL. MAKES NO WARRANTY, EXPRESS OR IMPLIED, THAT THE SERVICES WILL ACHIEVE ANY PARTICULAR: (a) SEARCH ENGINE RANKING POSITION FOR ANY KEYWORD; (b) VOLUME OF WEBSITE TRAFFIC, LEADS, OR CONVERSIONS; (c) RETURN ON AD SPEND (ROAS) OR COST PER LEAD (CPL); (d) FOLLOWER COUNT, REACH, IMPRESSIONS, OR ENGAGEMENT RATE; (e) EMAIL OPEN RATE, CLICK-THROUGH RATE, OR REVENUE ATTRIBUTABLE TO EMAIL CAMPAIGNS; OR (f) REVENUE, PROFIT MARGIN, OR BUSINESS OUTCOME OF ANY KIND.
8.2 Process Warranty. Notwithstanding Section 8.1, warrants that: (a) the Services will be performed by qualified professionals using reasonable skill and care consistent with generally accepted industry practices; (b) will apply documented methodologies and best-practice frameworks appropriate to the Services; and (c) will not knowingly implement tactics that violate applicable platform terms of service or applicable law.
8.3 Third-Party Platforms. Client acknowledges that the Services depend in part on third-party platforms (including without limitation Google Search, Meta, LinkedIn, TikTok, and other social networks) whose algorithms, policies, and auction dynamics are proprietary, subject to unannounced change, and entirely outside 's control. shall not be liable for any loss of rankings, visibility, ad delivery, or account access resulting from a platform-initiated change, policy update, or algorithmic adjustment.
8.4 FTC Advertising Substantiation. Any performance projections, case studies, or estimates provided by in proposals, pitch materials, or strategy documents are based on historical data and reasonable professional judgment. They are illustrative only and do not constitute guarantees. Client shall not instruct to publish advertising claims on Client's behalf that Client cannot substantiate with competent and reliable evidence as required under applicable FTC guidelines.
8.5 Exit Clause — Performance Shortfall. If the parties have included a Performance Trigger Exit clause in the Order Form, Client may invoke its rights under that clause solely in accordance with the terms stated therein, which constitutes the exclusive remedy for performance shortfall under this Agreement.
14. Platform Policy & De-Platforming Risk Disclaimer
9.1 General Platform Risk Disclaimer. Client acknowledges that the success and continuity of the Services depend on the ongoing availability and terms of third-party platforms. Platform operators may at any time, without notice, modify their terms of service, restrict account features, suspend or terminate accounts, reject advertising content, reduce organic reach, alter ranking algorithms, or discontinue products or APIs that uses to provide the Services. shall not be liable for any loss, expense, or opportunity cost resulting from any such platform-initiated action.
9.2 Shared Platform Compliance Obligation. Both parties shall comply with the then-current terms of service of each platform used in connection with the Services. Client shall ensure that Client's website, products, services, and advertising claims comply with applicable platform advertising policies. shall not implement tactics that knows to be in violation of current platform terms. Each party shall promptly notify the other upon becoming aware of any platform policy violation that could affect the Services.
9.3 Account Suspension Response SLA. In the event of an account suspension, ad account ban, or material platform penalty affecting the Services, shall: (a) notify Client in writing within 24 hours of becoming aware of the suspension; (b) investigate the cause and provide a preliminary written assessment within 5 business days; and (c) submit an appeal or remediation request to the platform within 10 business days if, in 's professional judgment, an appeal is viable. does not guarantee reinstatement and shall not be liable if a platform declines to reinstate a suspended account.
9.4 Policy Change as Material Change. If a platform implements a policy change that, in 's professional judgment, materially affects the strategy, deliverables, or expected outcomes of the Services, shall notify Client in writing within 10 business days. The parties shall then negotiate in good faith an amendment to the Statement of Work to reflect the changed operating environment. If the parties cannot agree on an amended scope within 5 business days, either party may terminate the affected Service line on 30 days' written notice without penalty.
9.5 High-Risk Industry Carve-Out. If Client's business operates in a category that platforms designate as restricted or requiring special authorization — including without limitation financial services, healthcare and pharmaceuticals, cannabis, gambling, adult content, or political advertising — Client represents and warrants that it holds all required platform certifications and authorizations. Client shall promptly provide evidence of such authorizations upon 's request. shall not be responsible for ad delivery failures or account suspensions arising from Client's failure to maintain required platform certifications.
10. Content Takedown / Removal Right Post-Termination
POST-TERMINATION CONTENT AND CAMPAIGN MANAGEMENT
(a) Live Content Inventory. No later than 10 business days before the effective termination date (or, if termination is immediate, within 5 business days after notice of termination), will provide with a written inventory of all live content, active advertising campaigns, scheduled posts, live email sequences, and automated workflows created or managed by under this Agreement ("Live Content Inventory").
(b) Transition Period. Beginning on the termination date and continuing for up to 30 calendar days (the "Transition Period"), will cooperate with to transfer control of or access to:
(i) all active advertising accounts and campaigns to or 's designated successor agency;
(ii) all content management systems, social media accounts, and posting tools to which has administrative access;
(iii) all email service provider accounts and active automations; and
(iv) all analytics and reporting platform access.
(c) Client's Removal Obligation. is responsible for deciding which live content to remove, archive, or continue. will designate a responsible person ("Content Owner") within 3 business days of receiving the Live Content Inventory and will direct all removal and transfer decisions.
(d) Agency's Removal Right. If fails to take control of a live campaign within the Transition Period, may (but is not obligated to) pause or deactivate any active paid advertising campaigns to prevent further ad spend on 's account. will not be liable for any business impact of such pausing if it acts in good faith to prevent ongoing unauthorized spend.
(e) Unpaid-For Content. If owes any outstanding fees at the time of termination, 's obligation to cooperate in Section (b) is conditioned on paying the outstanding balance or entering into a written payment arrangement. may withhold transfer of materials (other than 's pre-existing assets and account credentials) until payment is received or arranged.
(f) Platform Limitations. 's obligations under this Section are limited to the extent that platform technical controls permit. is not responsible for content that cannot be removed or transferred due to third-party platform restrictions, provided makes reasonable efforts to achieve the transfer.
(g) Survival. This Section survives termination or expiration of this Agreement for the duration of the Transition Period.
11. Monthly Scope Cap & Overage
The monthly retainer fee of covers up to per calendar month (the "Monthly Cap"). Work in excess of the Monthly Cap ("Overage") will be billed at per . Agency will provide written notice to Client when cumulative usage in a given month reaches 80% of the Monthly Cap. Overage invoices are due within 7 days of the date of the overage notice. Client's failure to pay an Overage invoice within the cure period set forth in Section [Payment Timing, Failed Payment & Work Suspension] constitutes a material breach of this Agreement.
12. Deposit & Non-Refundable Engagement Fee
Upon execution of this Agreement, Client shall pay Agency a non-refundable Engagement Fee of (the "Engagement Fee"). The Engagement Fee is earned by Agency in full upon receipt and constitutes compensation for the following specific consideration provided by Agency prior to and concurrent with receipt: (a) reserving and removing from the market the dedicated team capacity identified in Exhibit A for the duration of the Initial Term; (b) conducting the onboarding activities described in Exhibit E, including account audits, strategy development, access setup, and kickoff; and (c) foregoing other client engagements that would conflict with or diminish the quality of services provided to Client. The Engagement Fee is not a deposit held in trust, is not a retainer held for future application, and will not be credited against, deducted from, or otherwise offset against any monthly retainer invoice, unless expressly stated in the variant selected below. Client's obligation to pay the Engagement Fee arises at signing and is independent of whether Client ultimately commences or completes the engagement.
13. Payment Timing, Failed Payment & Work Suspension
Monthly retainer fees are billed on the last day of each month in arrears ("Billing Day"). Payment is due within 30 days of the invoice date ("Due Date"). If Agency does not receive full payment by the Due Date, a late fee of 1.5% of the overdue amount per will accrue from the Due Date until paid in full; provided that the total annualized late fee will not exceed the maximum rate permitted by applicable law in the governing jurisdiction. If any payment remains unpaid for more than 10 days after the Due Date ("Default Date"), Agency may, upon written notice to Client, suspend all active services without liability to Client for any resulting harm, loss of performance, missed deadlines, or third-party obligations. Active services will not resume until Client pays (a) all past-due amounts, (b) all accrued late fees, and (c) a reactivation fee of to compensate Agency for the cost of restaffing and re-onboarding the account (the "Reactivation Fee"). If payment default continues for more than 30 days after the Default Date, Agency may terminate this Agreement for cause without Early Termination Fee and without further obligation to Client, while retaining all accrued fees and the Engagement Fee.
14. Limitation of Liability & Consequential Damages Exclusion
LIMITATION OF LIABILITY
(a) Exclusion of Consequential Damages. To the fullest extent permitted by applicable law, neither party will be liable to the other for any indirect, incidental, special, consequential, punitive, or exemplary damages — including lost profits, lost revenue, loss of business opportunity, loss of data, or harm to reputation — arising out of or related to this Agreement, even if the party has been advised of the possibility of such damages and even if a limited remedy fails of its essential purpose.
(b) Aggregate Cap. Each party's total aggregate liability to the other arising out of or related to this Agreement — whether in contract, tort (including negligence), strict liability, or otherwise — will not exceed the total fees actually paid or payable by to during the -month period immediately preceding the event giving rise to the claim, or , whichever is greater.
(c) Exceptions. The limitations in Sections (a) and (b) do not apply to: (i) a party's obligation to indemnify the other for third-party claims of intellectual property infringement under the Mutual Indemnification clause; (ii) liability arising from a party's gross negligence or willful misconduct; (iii) a party's obligations under the Data Protection and Confidentiality clauses with respect to a data breach caused by that party's failure to maintain reasonable security; or (iv) a party's obligation to pay amounts owed under this Agreement.
(d) Basis of the Bargain. Each party acknowledges that the limitations in this Section reflect a reasonable allocation of risk, are an essential element of the basis of the bargain between the parties, and that would not have entered into this Agreement without these limitations.
15. Mutual Indemnification
MUTUAL INDEMNIFICATION
(a) Agency Indemnification. will defend, indemnify, and hold harmless and its officers, directors, employees, and agents ("Client Indemnitees") from and against any third-party claims, suits, proceedings, losses, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) ("Losses") arising out of or related to: (i) any material breach by of its representations, warranties, or obligations under this Agreement; (ii) 's infringement of a third party's intellectual property rights through materials created solely by and not based on Client-supplied content; (iii) 's violation of applicable law in performing the Services; or (iv) 's gross negligence or willful misconduct.
(b) Client Indemnification. will defend, indemnify, and hold harmless and its officers, directors, employees, subcontractors, and agents ("Agency Indemnitees") from and against any Losses arising out of or related to: (i) any material breach by of its representations, warranties, or obligations under this Agreement; (ii) Client-supplied materials, content, product claims, pricing information, images, or data that infringe a third party's intellectual property rights or constitute false, misleading, or unsubstantiated advertising under the Lanham Act, the FTC Act, or any analogous law; (iii) 's violation of applicable law; or (iv) 's gross negligence or willful misconduct.
(c) Indemnification Procedure. The indemnified party will: (i) promptly notify the indemnifying party in writing of any claim for which indemnification is sought (provided that delay in notice reduces the indemnification obligation only to the extent the indemnifying party is materially prejudiced by the delay); (ii) give the indemnifying party sole control of the defense and settlement of the claim, provided that no settlement that imposes any obligation, restriction, or liability on the indemnified party may be entered without the indemnified party's prior written consent, not to be unreasonably withheld; and (iii) provide reasonable cooperation and assistance at the indemnifying party's expense.
(d) Interaction with Liability Cap. The indemnification obligations in this Section are subject to the aggregate liability cap set forth in the Limitation of Liability clause, except for claims arising from a party's gross negligence or willful misconduct, which are not subject to that cap.
16. Subcontractor / Approved Vendor Flow-Down
SUBCONTRACTORS
(a) Right to Subcontract. may engage subcontractors and independent contractors ("Subcontractors") to assist in performing the Services, provided that remains responsible for the quality and timely delivery of all work performed by its Subcontractors and for any breach of this Agreement caused by a Subcontractor.
(b) Approval for Platform Access. will not permit any Subcontractor to access 's advertising platforms, analytics accounts, CRM systems, email service provider accounts, or other third-party platform credentials without 's prior written approval (which may be given by email and will not be unreasonably withheld or delayed).
(c) Flow-Down Obligations. will, by written agreement with each Subcontractor, impose obligations on the Subcontractor that are at least as protective as those set forth in this Agreement with respect to:
(i) Confidentiality — protecting 's Confidential Information to the same standard as required of ;
(ii) Intellectual property — assigning to (for flow-through assignment to ) all work product and intellectual property created by the Subcontractor as part of the Services;
(iii) Data protection — handling personal data in accordance with applicable privacy laws and the data-protection obligations in this Agreement, to the extent the Subcontractor processes personal data;
(iv) Non-disclosure — prohibiting the Subcontractor from using 's Confidential Information or work product for any purpose other than performing the Services under this Agreement; and
(v) Return of materials — returning or destroying 's Confidential Information and credentials upon completion of the subcontracted work or upon request.
(d) No Additional Cost. Unless otherwise agreed, 's use of Subcontractors does not entitle it to charge additional fees beyond those stated in this Agreement.
(e) Client Veto. If reasonably objects in writing to a specific Subcontractor (for example, due to a documented conflict of interest or security concern), will use commercially reasonable efforts to replace that Subcontractor within 15 business days without disrupting the Services.
(f) Agency Liability. is liable to for the acts and omissions of its Subcontractors to the same extent as if had performed the relevant work itself.
DISPUTE RESOLUTION
(a) Good-Faith Negotiation. Before initiating any formal dispute proceeding, the parties will attempt to resolve any dispute, controversy, or claim arising out of or relating to this Agreement ("Dispute") through good-faith negotiation. Either party may initiate this step by delivering written notice to the other describing the Dispute in reasonable detail ("Dispute Notice"). Senior representatives of each party with authority to resolve the Dispute will meet (in person, by phone, or by videoconference) within 10 business days of the Dispute Notice and attempt to resolve the matter in good faith for a period of 30 business days from the date of the Dispute Notice (or longer, if agreed in writing).
(b) Mediation. If the Dispute is not resolved through negotiation within the timeframe in Section (a), either party may submit it to non-binding mediation administered by (or, if the parties cannot agree on a provider, by the American Arbitration Association under its Commercial Mediation Procedures). The mediation will take place in , . The parties will share mediator fees equally. Each party will bear its own legal fees for the mediation.
(c) Binding Arbitration. If the Dispute is not resolved through mediation within 60 days after the appointment of the mediator, either party may demand binding arbitration. Arbitration will be administered by under its then-current , before a single arbitrator. The arbitration will take place in , . The arbitrator's decision will be final and binding and may be entered as a judgment in any court of competent jurisdiction. The parties agree that the arbitration — including its existence, proceedings, and any award — is confidential.
(d) Exceptions to Arbitration. Either party may seek emergency injunctive or other equitable relief from a court of competent jurisdiction without first completing the negotiation or mediation steps, to prevent irreparable harm — including to protect Confidential Information or intellectual property — pending the outcome of arbitration.
(e) Small Claims. Either party may bring a Dispute in small claims court if the amount in controversy falls within that court's jurisdictional limit.
(f) Class Action Waiver. Each party waives any right to bring or participate in any class action, class arbitration, or representative proceeding relating to this Agreement.
(g) Governing Law for Arbitration. The arbitration will be governed by the Federal Arbitration Act (9 U.S.C. §§ 1–16) and, where not preempted, by the laws of .
18. Force Majeure
FORCE MAJEURE
(a) Definition. A "Force Majeure Event" means any event beyond a party's reasonable control that prevents or materially impairs that party's ability to perform its obligations under this Agreement, including: acts of God; natural disasters; fire; flood; earthquake; epidemic or pandemic; war; terrorism; riots or civil unrest; actions or inactions of governmental authorities (including government-mandated advertising restrictions or platform-access bans); internet or telecommunications infrastructure failures (including platform-wide outages of Meta, Google, TikTok, or other major digital advertising platforms affecting substantially all advertisers); power outages; and cyber-attacks on the party's systems not caused by the party's own negligence (each, individually a "Force Majeure Event"). Economic downturns, changes in market conditions, and changes in search-engine or social-media algorithms do not constitute Force Majeure Events.
(b) Effect. The party affected by a Force Majeure Event ("Affected Party") will be excused from performance of the affected obligations during the continuance of the Force Majeure Event, provided that the Affected Party complies with the notice and mitigation obligations below.
(c) Notice. The Affected Party will give the other party written notice of the Force Majeure Event as soon as reasonably practicable after the event begins, describing the nature of the event, the expected duration, and the obligations affected.
(d) Mitigation. The Affected Party will use commercially reasonable efforts to mitigate the impact of and to overcome the Force Majeure Event, and will resume performance as soon as reasonably practicable after the event ends.
(e) Suspension and Termination. If a Force Majeure Event prevents a party's material performance for more than 30 consecutive days, either party may terminate this Agreement on written notice without further liability, except for: (i) amounts already earned and owing; and (ii) obligations that survived the term of the Agreement (including confidentiality and IP assignments).
(f) No Payment Excuse. A Force Majeure Event does not excuse from paying for Services already performed before the event or for Services is able to perform notwithstanding the event.
19. Assignment
19.1 General Restriction. Neither Party may assign, delegate, or transfer any of its rights or obligations under this Agreement, in whole or in part, without the other Party's prior written consent, which will not be unreasonably withheld or delayed.
19.2 M&A Exception. Notwithstanding Section 19.1, either Party may assign this Agreement without consent in connection with a merger, acquisition, change of control, or sale of all or substantially all of the assets to which this Agreement relates, provided that: (a) the assignee assumes all obligations of the assigning Party under this Agreement; and (b) the assigning Party provides the other Party written notice within thirty (30) days of the assignment.
19.3 Void Assignment. Any purported assignment in violation of this Section is void.
19.4 Binding Effect. This Agreement is binding upon and inures to the benefit of the Parties and their permitted successors and assigns.
20. Notices
20.1 Form. All notices, requests, demands, consents, and other communications required or permitted under this Agreement ("Notices") must be in writing.
20.2 Delivery Methods. Notices may be delivered by: (a) personal delivery; (b) nationally recognized overnight courier (e.g., FedEx, UPS); (c) certified or registered mail, return receipt requested, postage prepaid; or (d) email to the address specified below, provided that the sender retains proof of transmission and does not receive an automated bounce or delivery-failure notification within twenty-four (24) hours.
20.3 Effectiveness. Notices are effective: (a) upon personal delivery; (b) one (1) business day after deposit with overnight courier; (c) three (3) business days after deposit in the mail; or (d) on the day of email transmission if sent by 5:00 PM recipient's local time on a business day, or on the next business day if sent after 5:00 PM or on a non-business day.
20.4 Addresses.
To Provider: , , Email:
To Customer: , , Email:
Either Party may change its notice address by providing written notice to the other in accordance with this Section.
21. Severability
If any provision of this Agreement is held by a court of competent jurisdiction to be invalid, illegal, or unenforceable under applicable law, that provision will be: (a) modified to the minimum extent necessary to make it valid, legal, and enforceable while preserving the Parties' original intent; or (b) if modification is not possible, severed from this Agreement. The validity, legality, and enforceability of the remaining provisions will not in any way be affected or impaired. The Parties agree to negotiate in good faith a replacement provision that, to the greatest extent possible, achieves the intended commercial purpose of the severed provision.
22. Entire Agreement (Integration)
22.1 Integration. This Agreement, together with all SOWs, Change Orders, and exhibits executed hereunder, constitutes the entire agreement between the Parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, negotiations, representations, warranties, and understandings, whether written or oral, relating to the same subject matter.
22.2 No Oral Modifications. No oral statement, prior course of dealing, trade usage, or conduct will be used to supplement, interpret, or contradict the written terms of this Agreement.
22.3 Purchase Orders. Any terms set forth in Customer's purchase orders, vendor registration forms, or similar documents are of no force or effect and do not modify this Agreement unless expressly incorporated into a signed SOW or Change Order.
22.4 Results Representations. Customer acknowledges that no employee, agent, or representative of Provider has authority to guarantee specific marketing outcomes, search engine rankings, traffic volumes, or revenue results, and that any such representation made outside this Agreement is not binding on Provider.
23. Amendments & Waiver
23.1 Amendments. This Agreement may not be amended, modified, or supplemented except by a written instrument signed by authorized representatives of both Parties.
23.2 No Waiver. No failure or delay by either Party in exercising any right, remedy, power, or privilege under this Agreement operates as a waiver thereof. No single or partial exercise of any right, remedy, power, or privilege precludes any other or further exercise thereof or the exercise of any other right, remedy, power, or privilege.
23.3 Written Waivers Only. Any waiver of a provision of this Agreement must be in writing and signed by the waiving Party to be effective. A written waiver of any particular breach or right is effective only for the specific instance and purpose for which it was given.
24. Electronic Signature & Counterparts
24.1 Electronic Signatures. This Agreement and any SOW or amendment may be signed by electronic signature, including signatures created through or any other electronic signature service compliant with the Electronic Signatures in Global and National Commerce Act (E-SIGN Act), 15 U.S.C. § 7001 et seq., and the Uniform Electronic Transactions Act (UETA) as enacted in the applicable jurisdiction. Electronic signatures have the same legal effect as original handwritten signatures.
24.2 Counterparts. This Agreement may be executed in one or more counterparts, each of which will be deemed an original, and all of which together will constitute one and the same instrument. Delivery of an executed counterpart by electronic transmission (including PDF or electronic signature platform delivery) is equally effective as delivery of a manually executed counterpart.
25. Data Protection & Privacy (General)
25.1 Roles. To the extent Provider processes personal data on behalf of Customer in connection with the Services, Customer is the data controller and Provider is the data processor (or equivalent roles under applicable law, including "business" / "service provider" under CCPA/CPRA and "controller" / "processor" under applicable U.S. state privacy laws).
25.2 Processing Instructions. Provider will process personal data only on Customer's documented instructions and for the purposes described in the applicable SOW: . Provider will not process personal data for any other purpose, including for Provider's own commercial benefit or to train AI or machine learning models.
25.3 Subject Matter and Duration. The subject matter and duration of processing, the nature and purpose of processing, the types of personal data processed, and the categories of data subjects are set out in Schedule DPA-1 attached hereto. Processing under this Agreement shall not exceed the term of this Agreement plus any post-termination data-retention period required by applicable law.
25.4 Confidentiality. Provider will ensure that all persons authorized to process personal data are bound by enforceable confidentiality obligations and are trained on applicable privacy requirements.
25.5 Security. Provider will implement and maintain technical and organizational measures appropriate to the risk of the processing, as further described in Schedule DPA-2. Provider will notify Customer without undue delay, and in any event within 24 hours, upon becoming aware of a personal data breach.
25.6 Sub-processors. Provider will not engage any sub-processor to process personal data without Customer's prior written authorization. The current list of approved sub-processors is set forth in Schedule DPA-3. Provider will (a) give Customer at least 30 days' prior written notice of any intended addition or replacement of a sub-processor; (b) impose data protection obligations on each sub-processor equivalent to those in this clause; and (c) remain fully liable to Customer for the acts and omissions of any sub-processor.
25.7 Data Subject Rights. Provider will, taking into account the nature of processing, assist Customer by appropriate technical and organizational measures in fulfilling Customer's obligations to respond to data subject rights requests (access, rectification, erasure, portability, objection, restriction) within the timeframes required by applicable law. Provider will forward any data subject request received directly by Provider to Customer within 2 business days.
25.8 Audit Rights. Upon 10 days' written notice, Customer may audit Provider's data-processing activities and facilities, or instruct Provider to submit to an audit by a mutually agreed third-party auditor, no more than once per calendar year unless a personal data breach has occurred.
25.9 Return and Deletion. Upon expiration or termination of this Agreement, Provider will, at Customer's election, either return all personal data to Customer in a machine-readable format or securely delete it, within 30 days, and certify in writing that deletion is complete. Provider may retain personal data to the extent required by applicable law, subject to confidentiality obligations.
25.10 U.S. State Privacy Laws. To the extent Provider processes personal data subject to CCPA/CPRA, Virginia CDPA, Colorado CPA, Texas TDPSA, or other applicable U.S. state privacy laws, Provider certifies that it will not: (a) sell or share personal data; (b) retain, use, or disclose personal data outside the direct business relationship with Customer; or (c) combine personal data with data from other sources except as permitted under applicable law. Provider will cooperate with Customer to satisfy any opt-out, deletion, or correction requests required under such laws within the legally mandated response periods.
25.11 GDPR Article 28 Compliance. This clause, together with Schedules DPA-1 through DPA-3, constitutes a Data Processing Agreement satisfying the requirements of GDPR Article 28 and the UK GDPR equivalent. In the event of a conflict between this clause and any other provision of this Agreement with respect to personal data processing, this clause controls.
26. KPI Definition, Baseline Measurement & Attribution Model
10. KPI Definition, Baseline Measurement & Attribution Model
26.1 KPI Schedule. The specific key performance indicators ("KPIs") for which is accountable under this Agreement are set forth in Exhibit B ("KPI Schedule"), which is incorporated by reference. The KPI Schedule shall specify, for each KPI: (a) the metric name and definition; (b) the measurement tool and data source; (c) the baseline value; (d) the target value or target range; and (e) the measurement period.
26.2 Baseline Lock-In. Within business days of the Effective Date (the "Baseline Period"), shall measure and document the pre-engagement baseline value for each KPI using the tools and data sources specified in Exhibit B. The baseline values shall be recorded in a signed Baseline Confirmation ("Baseline Confirmation"), which shall be countersigned by Client within 5 business days. Once countersigned, the Baseline Confirmation shall govern all performance calculations under this Agreement and shall not be retroactively revised except by mutual written amendment.
26.3 Measurement Tools. Performance shall be measured exclusively using the tools identified in Exhibit B. Where conflicting data exists between tools, the tool designated as the "primary source" in Exhibit B shall govern. shall notify Client within 30 business days before making any change to a primary measurement tool, and the parties shall agree in writing on a data-continuity methodology before the change takes effect.
26.4 Attribution Model. All conversion and revenue attribution shall be calculated using the attribution model as configured in . Client acknowledges that attribution methodology affects reported performance figures and agrees that the model specified herein shall be the exclusive basis for calculating any performance-based fees. Material changes to the attribution model require a written amendment signed by both parties.
26.5 Agency Control vs. External Factors. The KPI targets in Exhibit B represent 's professionally informed projections based on the baseline data, competitive analysis, and planned activities as of the Effective Date. Client acknowledges that KPI outcomes are influenced by factors outside 's control, including without limitation: search engine algorithm updates, platform policy changes, competitive activity, macroeconomic conditions, seasonality, Client-side conversion rate factors, product pricing, and website infrastructure. Failure to achieve a KPI target shall not constitute a breach of this Agreement absent a separate written performance guarantee.
26.6 Performance-Based Fee Trigger. If this Agreement includes a performance-based fee component as specified in the Order Form, such fees shall become payable only if and when: (a) the KPI specified as the performance trigger in the Order Form exceeds the threshold value specified therein; (b) the measurement is taken during the measurement window specified in the Order Form; and (c) the result is confirmed using the primary measurement tool in Exhibit B. Performance fees that are triggered shall be invoiced within 5 business days of the end of the applicable measurement period.
19. FTC Section 5 Deceptive & Unfair Practices Covenant
27.1 Mutual Compliance Covenant. Both parties covenant that in connection with the Services, neither party will engage in acts or practices that constitute deceptive or unfair trade practices under Section 5 of the Federal Trade Commission Act, 15 U.S.C. § 45, or analogous state consumer protection statutes. Each party shall maintain reasonable compliance procedures designed to identify and prevent deceptive or unfair practices in its respective operations.
27.2 Native Advertising and Content Marketing Disclosure. All advertising and sponsored content placed, published, or managed by on Client's behalf that is designed to appear like editorial, organic, or non-commercial content shall be clearly and conspicuously identified as advertising, sponsored content, or paid promotion, consistent with the FTC's guidance on native advertising ("Enforcement Policy Statement on Deceptively Formatted Advertisements," December 2015) and the FTC's Disclosure Guide. Such disclosures shall be: (a) placed in close proximity to the sponsored content, not buried in footnotes; (b) in language that a general consumer audience will understand; and (c) not contradicted by other elements of the presentation.
27.3 Results Claims Restriction. Neither party shall approve or publish advertising content that: (a) claims specific results that are not representative of what consumers will generally achieve; (b) uses testimonials depicting atypical results without a clearly disclosed disclaimer that such results are not typical; (c) fabricates or materially distorts customer reviews, before-and-after comparisons, or performance statistics; or (d) uses deceptive pricing representations, including false reference prices, illusory "sale" designations, or hidden fees.
27.4 Mutual Notice on Regulatory Inquiry. Each party shall notify the other in writing within 48 hours of receiving any inquiry, civil investigative demand, complaint, or notice of investigation from the FTC, any state attorney general, or any other consumer-protection authority relating to advertising or marketing content produced under this Agreement. The parties shall cooperate in good faith in responding to any such inquiry. Neither party shall make any public statement or regulatory submission that attributes responsibility for any deceptive content to the other party without first providing 10 business days for review and comment.
27.5 Agency Third-Party Liability Warrant. warrants that: (a) it is not aware of any pending or threatened FTC enforcement action against it as of the Effective Date; (b) it has not received a Notice of Penalty Offense or similar regulatory warning that has not been remediated; and (c) it will not knowingly engage third-party contractors or sub-agencies to perform any portion of the Services using tactics that violate FTC guidelines.
27.6 Mutual Indemnification for Deceptive Content. Each party ("Indemnifying Party") shall indemnify, defend, and hold harmless the other party from and against any FTC fines, civil penalties, regulatory costs, and reasonable attorneys' fees arising directly from deceptive or unfair advertising content for which the Indemnifying Party is principally responsible. Where responsibility is shared, each party shall bear indemnification costs in proportion to its responsibility as established by written agreement or final judicial determination. This indemnification is in addition to, not in lieu of, the general indemnification provisions of this Agreement.
20. Consumer Reviews & Testimonials Compliance Covenant
28.1 Prohibition on Fake Reviews. Neither party shall create, procure, facilitate, or cause to be published any consumer review or testimonial that: (a) purports to be from a genuine customer but was created by a person who has not had a bona fide personal experience with the reviewed product or service; (b) was generated in whole or in material part by an artificial intelligence tool and presented as a genuine consumer review without disclosure that it is AI-generated; or (c) was created by a person who is or was an employee, officer, director, or contractor of Client or , or a family member of such a person, without a clear and conspicuous disclosure of that material relationship, consistent with 16 C.F.R. Part 465.
28.2 No Conditional Incentives. Neither party shall offer, provide, or authorize any consideration — including monetary compensation, discounts, free products or services, contest entries, or other tangible or intangible benefits — to any person in exchange for that person writing a positive review, rating, or testimonial, or conditioned on the review being positive. Incentivized reviews, if used, shall be conditioned solely on the reviewer providing an honest review (positive or negative), and the incentive and material connection shall be clearly and conspicuously disclosed in or adjacent to each such review.
28.3 No Suppression or Selective Display. Neither party shall take any action to suppress, remove, or de-prioritize negative reviews, including but not limited to: (a) using a review-gating process that directs customers with positive experiences to public review platforms while directing customers with negative experiences to a private feedback channel; (b) paying third parties to remove legitimate negative reviews; or (c) using terms of service, NDAs, or other contractual provisions to prevent customers from publishing honest negative feedback. For the avoidance of doubt, reporting reviews that violate a platform's terms of service (e.g., reviews containing illegal content, harassment, or content from non-customers) is permitted.
28.4 No Intimidation. Neither party shall threaten, intimidate, or penalize any customer or reviewer for publishing an honest negative review, including through legal threats, removal of services, or retaliatory conduct. shall include this non-intimidation obligation in any brief or instruction given to Client's customer service team regarding review response strategy.
28.5 Review Platform Terms Compliance. shall comply with the review policies and terms of service of each review platform used in connection with Client's review management strategy, including but not limited to Google Business Profile, Yelp, Trustpilot, G2, Capterra, and Amazon. shall not implement any review acquisition, management, or response strategy that it knows to be prohibited by the applicable platform's terms.
28.6 Insider Review Disclosure. If Client requests that employees, officers, or contractors post reviews of Client's products or services on any public platform, shall advise Client in writing that each such reviewer must clearly and conspicuously disclose their employment or contractual relationship with Client in or adjacent to the review, consistent with 16 C.F.R. § 465.5 and the FTC's Endorsement Guides. shall not implement an employee review program without confirming in writing to Client that disclosure instructions have been communicated to prospective reviewers.
28.7 Civil Penalty Acknowledgment. The parties acknowledge that violations of 16 C.F.R. Part 465 (FTC's Rule on the Use of Consumer Reviews and Testimonials, effective October 21, 2024) may subject the violating party to civil penalties. Each party agrees to maintain internal compliance practices consistent with avoiding such liability and to promptly notify the other party upon becoming aware of any breach of this Section.
29. TCPA Prior Express Written Consent & SMS/Telemarketing Compliance Covenant
TCPA Compliance Covenant. The parties shall comply with the Telephone Consumer Protection Act of 1991, 47 U.S.C. § 227 ("TCPA"), FCC implementing regulations at 47 C.F.R. Part 64, and the FCC One-to-One Consent Rule (FCC 23-107), effective , with respect to any autodialed calls, prerecorded or artificial voice messages, or text messages sent to consumers in connection with services performed under this Agreement. Statutory damages for TCPA violations are $500 per violation, trebled to $1,500 per willful violation, with a private right of action.
Exhibit A — Services
Lead generation services targeting the defined ideal customer profile; deliverables consist of qualified leads per month meeting the agreed qualification criteria.
Some details are still blank
Click a field to jump to it and fill it in, or continue with the blanks left as placeholders.
ContractMaker is a document tool, not legal advice. Review every document, and consult a qualified lawyer for important or high-value agreements. See our Terms.
Purpose-Built for Lead Gen Agencies and Marketing Consultants
Generic service contract templates treat every engagement the same. A lead generation arrangement has specific moving parts: lead qualification criteria, delivery method, exclusivity or territory restrictions, and what happens when a lead is disputed or returned. ContractMaker structures all of that into a readable agreement the client can review and sign quickly.
Enter your scope, your per-lead or retainer fee, and your payment schedule. The document that comes out sets expectations before work starts, so both sides know exactly what the relationship covers and what triggers an invoice.
What Your Lead Generation Agreement Covers
The generated contract addresses every term that matters in a lead gen engagement.
Agency and client names, addresses, and effective date
Lead qualification criteria and how leads are defined and delivered
Service scope: channels, territories, and any exclusivity terms
Fee structure: per-lead pricing, monthly retainer, or performance-based
Payment terms, invoicing schedule, and late-payment provisions
IP ownership, confidentiality of client data and target lists
Term, notice period, and conditions for early termination
agreement.pdf
Signed
See your document before you send it
Fill the fields on the left and the full agreement builds on the right in real time. Read every clause, change any answer, and download a clean PDF when it looks right.
agreement.pdf
Signed
Editing clauses
Payment termsEdit
Customize any clause without legal training
A vetted base template handles the structure, so you are never starting from a blank page.
Change the scope, the payment schedule, or the terms by editing plain fields, not legalese.
The tool fills deterministic blanks and never invents clauses, so the document stays sound.
Plain-language fields instead of legal jargon
Deposit, milestone, or net-30 payment terms
Add scope, deliverables, and revision limits
Set who owns the work once it is paid for
One tool for every client document you send
ContractMaker covers the documents independent professionals send most:
Service agreements and freelance contracts
Project proposals and statements of work
Retainer agreements for ongoing work
Mutual NDAs and confidentiality terms
Change orders and deposit terms
Model, talent, and property releases
Templates
A document tool, not a law firm
Good client paperwork should not need a lawyer on call or an hour of your day.
ContractMaker gives you a clean, vetted document in about 90 seconds, built for the work you actually do.
My documents
Reuse
Reuse
Reuse
Reuse
Every document saved and ready to reuseComing soon
Nothing you create gets lost, since each document is saved to your account.
Reopen a past agreement, duplicate it for a new client, and change only what is different.
Your business details and favorite clauses are remembered for next time.
A library of every contract and proposal you make *
Duplicate and reuse in seconds for the next client *
Saved business profile and reusable clause libraries *
Branded documents with your name and logo
* In development, coming soon. Today you can fill the form and download your document.
Send, sign, and store in one placeComing soon
Take the document from draft to signed without leaving ContractMaker:
Download a clean PDF or copy the text
Collect a legally binding e-signature online *
Track when a client opens and signs *
Keep every signed copy in one client portal *
* In development, coming soon. Today you can download a clean PDF or copy the text.
Anywhere
Your next contract is one form away
Stop rewriting the same agreement for every client. Fill a few fields, download a polished document, and send it today. Free to start, no signup required.
Is a lead generation agreement template legally binding?
Once both parties sign, a written lead generation contract is generally enforceable. ContractMaker is a document tool, not legal advice. For high-value campaigns or engagements with complex exclusivity or territory terms, have an attorney review the final agreement.
What should I do if a client disputes whether a lead qualifies?
Define qualification criteria explicitly in the agreement before work starts: industry, company size, intent signal, or whatever standard you use. The agreement should also include a dispute window, meaning the number of days the client has to flag a lead as unqualified after delivery. Without that window in writing, every invoice becomes a negotiation.
Is the document ready to send?
Yes. You get a clean, formatted document you can download, print, and send right away. No watermark, no signup.
Do I need a lawyer?
ContractMaker is a document tool, not legal advice. The base templates are vetted and openly licensed, but for high-stakes or unusual situations you should have a lawyer review your final document.
Is it really free?
Yes. Every document is free to generate and download, with no watermark and no signup. Fill the fields, download the file, and send it.
Can I edit the wording?
You control every field, so the scope, payment terms, and clauses always match how you work.