Marketing Audit & Plan Agreement
Updated: 5/9/19
We are pleased that you have selected Bryce Root to assist you with one or several of the following project(s):
Scope of Work
Bryce Root agrees to perform the following services for your business as set forth below:
Marketing Program + Plan
Marketing Plan Implementation + Monthly Marketing Guidance
Fees
In connection with the performance of services described above, you agree to pay to Bryce Root the following fees:
Comprehensive Marketing Program Development
Marketing Plan Implementation + Monthly Marketing Guidance
Conditions to Our Performance of Services
In order for Bryce Root to perform services for you in an effective and efficient manner, you agree to:
Provide all information and documentation that Bryce Root may request from you or that may otherwise be useful to him in connection with the performance of services; and Immediately advise Bryce Root of any changes to your operations or other information that may require a change in the scope or particulars of the services.
Indemnification
You hereby agree to indemnify, defend and hold Bryce Root harmless from all claims, demands, losses, costs, expenses, obligations, liabilities, damages, recoveries and deficiencies, including interest, penalties and attorneys’ / professionals’ fees and costs, that the other may incur as a result of a breach of any term or representation contained in this Agreement by you or its agents or assigns, or your business’s implementation of the projects listed in the previous Scope of Work section provided to you and your business from Bryce Root.
Warranty
Bryce Root’s services are provided "as is" without warranty of any kind, either express or implied, to the fullest extent permissible pursuant to applicable law. Bryce Root further assumes no responsibility for, and makes no warranties or guarantees for its service, consulting or strategies.
Termination
This agreement will continue until completion of the services, unless terminated earlier by either party upon 48 hours' advance written notice. If terminating the contract prior to the conclusion of the project, an appropriate percentage of work completed will be calculated, allowing you to potentially cease being charged the full agreed upon fee while no refunds will be administered.
Independent Contractor Status
You understand that you are engaging Bryce Root as an independent contractor. This agreement is not intended to create any partnership, joint venture, co-ownership, agency, or employment relationship between us. Unless Bryce Root specifically agrees to, in writing, Bryce Root will not act for you as your agent or make commitments for you or on your behalf.
Miscellaneous
This agreement shall only be amended upon the written approval of both parties. You are not permitted to assign your rights, duties, or obligations under this agreement to any other party without Bryce Root's prior written consent.
This agreement constitutes the entire agreement between you and Bryce Root with respect to the performance of the services set forth above. This agreement supersedes any previous agreements between these parties relating to the performance of these services.
Updated: 5/9/19
We are pleased that you have selected Bryce Root to assist you with one or several of the following project(s):
- Comprehensive Marketing Program Development – In this series of planning sessions we will devise a strategic marketing plan for your business, we will mutually work together in these sessions in devising a marketing action plan for achieving your overall business and marketing goals.
- Marketing Plan Implementation + Monthly Marketing Guidance - As your marketing “Sherpa,” Bryce will consistently monitor the plan’s implementation, ensuring nothing falls through the cracks as it’s being implemented by Bryce and your team.
Scope of Work
Bryce Root agrees to perform the following services for your business as set forth below:
Marketing Program + Plan
- Deliverable: 1) Brand Refresh: Updating your current branding to reflect your new vision for MBP is paramount. Well-crafted language that’s consistently used and found online and spoken to is essential. This comes in the form of a Mini-Brand Guide. 2) Marketing Program + Plan: Creation of a realistic, budget-friendly marketing program + plan given your team’s bandwidth and experience. Factoring in everything from brand awareness to PR, events + video content. Consistently showcasing your differentiation and the notable team you’ve assembled will be the emphasis and focus, including: a) This plan will address the marketing aspect of retaining + attracting new agents, b) Arming and empowering your team with modern marketing strategies that help secure listings + ease the marketing of properties, c) Consistently showcasing your brand to the local community, as well as past, current and future clients, d) Providing a turnkey program + process for team members to follow.
- Project turnaround: This project will be expedited, equating to 10-15 business days.
- Final product: A refreshed mini-brand guide that will direct and be the basis of a comprehensive, 12-month marketing plan that's based on an overall marketing program built around the objective of modernizing your overall marketing approach.
Marketing Plan Implementation + Monthly Marketing Guidance
- Deliverable: As your marketing “Sherpa,” Bryce will be initially helping you set up the structure and components of your marketing program while consistently monitoring the plan’s implementation, ensuring nothing falls through the cracks. This can include team trainings on various marketing topics and will ensure you always have your secret “marketing weapon” in your back pocket to take on new opportunities, hurdles, and to review various circumstances with a strategic eye.
- Project turnaround: This is an ongoing process and will change as the different stages of the marketing program change.
- Final product: Throughout each month you'll have Bryce and his specialists behind the scenes making sure that your marketing program is working like clock work. The implementation portion of the marketing program and plan takes various forms, but ultimately, you'll have a professional marketing perspective on every element of your marketing program being placed into action throughout the year.
Fees
In connection with the performance of services described above, you agree to pay to Bryce Root the following fees:
Comprehensive Marketing Program Development
- Fee & Payment: One payment of $2,599 (One-Time Fee paid by check or charged to credit card kept on file) to be paid in full after the initial immersion audit visit, allowing for the start of the Marketing Program + Plan to begin. Travel expenses will be relayed for approval and payment after the in-person Marketing Program + Plan session and walk through.
Marketing Plan Implementation + Monthly Marketing Guidance
- Fee & Payment: Monthly payment ranging from $1,980 to $990.00 to be paid by check on the first of the month or automatically billed to your credit card on file on an appropriate date if far away enough from the first of the month while subsequent months will be automatically billed on the first of the month. This fee will be mutually agreed upon as we move through the marketing plan implementation process.
Conditions to Our Performance of Services
In order for Bryce Root to perform services for you in an effective and efficient manner, you agree to:
Provide all information and documentation that Bryce Root may request from you or that may otherwise be useful to him in connection with the performance of services; and Immediately advise Bryce Root of any changes to your operations or other information that may require a change in the scope or particulars of the services.
Indemnification
You hereby agree to indemnify, defend and hold Bryce Root harmless from all claims, demands, losses, costs, expenses, obligations, liabilities, damages, recoveries and deficiencies, including interest, penalties and attorneys’ / professionals’ fees and costs, that the other may incur as a result of a breach of any term or representation contained in this Agreement by you or its agents or assigns, or your business’s implementation of the projects listed in the previous Scope of Work section provided to you and your business from Bryce Root.
Warranty
Bryce Root’s services are provided "as is" without warranty of any kind, either express or implied, to the fullest extent permissible pursuant to applicable law. Bryce Root further assumes no responsibility for, and makes no warranties or guarantees for its service, consulting or strategies.
Termination
This agreement will continue until completion of the services, unless terminated earlier by either party upon 48 hours' advance written notice. If terminating the contract prior to the conclusion of the project, an appropriate percentage of work completed will be calculated, allowing you to potentially cease being charged the full agreed upon fee while no refunds will be administered.
Independent Contractor Status
You understand that you are engaging Bryce Root as an independent contractor. This agreement is not intended to create any partnership, joint venture, co-ownership, agency, or employment relationship between us. Unless Bryce Root specifically agrees to, in writing, Bryce Root will not act for you as your agent or make commitments for you or on your behalf.
Miscellaneous
This agreement shall only be amended upon the written approval of both parties. You are not permitted to assign your rights, duties, or obligations under this agreement to any other party without Bryce Root's prior written consent.
This agreement constitutes the entire agreement between you and Bryce Root with respect to the performance of the services set forth above. This agreement supersedes any previous agreements between these parties relating to the performance of these services.