Marketing Audit & Plan Agreement
Updated: 4/9/19
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 Immersion Audit
Marketing Program + Plan
Monthly Marketing Guidance
Fees
In connection with the performance of services described above, you agree to pay to Bryce Root the following fees:
Marketing Immersion Audit
Marketing Program + Plan
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: 4/9/19
We are pleased that you have selected Bryce Root to assist you with one or several of the following project(s):
- Marketing Immersion Audit - This process allows Bryce Root to fully evaluate the current state of all the marketing elements and opportunities that exist for your organization.
- Marketing Program + Plan – In this series of 2-hour 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.
- 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 and created by your team. Between monthly video calls and/or in-person visits, it will be crucial to have regular monitoring of the plan from an objective eye that has the ever-changing marketing trends + best practices factored into making your marketing program as agile as possible.
Scope of Work
Bryce Root agrees to perform the following services for your business as set forth below:
Marketing Immersion Audit
- Deliverable: Traditionally, this audit process can take up to two weeks due to additional investigative due diligence, but has the ability to be expedited. The end product is Bryce Root's development of the Marketing Program + Plan mentioned below that factors in all that is learned during the immersion audit process. During Bryce Root's presentation of the Marketing Program + Plan, the results of the immersion audit process will be shared with you and how those details play into the creation of the marketing recommendation that he is making.
- Project turnaround: Up to 10-15 business days.
- Final product: A comprehensive, organized summary and overview of the immersion audit experience that can be shared with other parties throughout your organization. This will be presented during the marketing program and plan session that will play a central part in moving forward.
Marketing Program + Plan
- Deliverable: The complexity of your operation is immense, but there’s a great deal of opportunity to simplify + strategically create a plan for your target customers to learn about and easily navigate the family of brands that are housed under the OHB umbrella.
Right now, it’s critical to have an extensive master game plan + program that fuses business + marketing every step of the way, mapping the relationship of all elements. Bryce will create a realistic, budget-friendly marketing plan given your team’s bandwidth and experience. Factoring in everything from brand awareness to PR, events + video content. Organizing and growing the stature of your company’s products and services will be the emphasis and focus as the findings from the immersion audit will play a key role in creating the master plan we're looking to develop. - Project turnaround: This project will be expedited, equating to 10-15 business days.
- Final product: A comprehensive, 12-month marketing plan documented in extensive powerpoint and excel files that include your marketing budget, project manager, daily/weekly action plan, and other associated tools to keep your marketing program organized. During our in-person session, the entire vision, program and plan will be mapped out via whiteboard as well as using specific online tools to be shared with the group.
Monthly Marketing Guidance
- Deliverable: As your marketing “Sherpa,” Bryce will consistently monitor the marketing program and plan’s implementation, ensuring nothing falls through the cracks as it’s being implemented and created by your team. Between monthly video calls and/or in-person visits, it will be crucial to have regular monitoring of the plan from an objective eye that has the ever-changing marketing trends + best practices factored into making your marketing program as agile as possible.
- Project turnaround: This will take place on a monthly basis involving two (2) video conference calls and one (1) in-person visit taking place every three (3) months.
- Final product: Every session will enable you and your team to walk away with a game plan to further enhance and keep your marketing program and plan on track.
Fees
In connection with the performance of services described above, you agree to pay to Bryce Root the following fees:
Marketing Immersion Audit
- Fee & Payment: One payment of $1,760 (One-Time Fee) to be paid via credit card (to be kept on file), in full prior to the initiation of the project. Travel expenses will be relayed for approval and payment after the initial audit visit.
Marketing Program + Plan
- Fee & Payment: One payment of $2,640 (One-Time Fee 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.
Monthly Marketing Guidance
- Fee & Payment: Monthly payment of $990.00 to be 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.
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.