Marketing Audit & Plan Agreement
Updated: 12/12/18
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 Audit
Marketing Plan
Group Strategy Session
Fees
In connection with the performance of services described above, you agree to pay to Bryce Root the following fees:
Marketing Audit
Marketing Plan
Group Strategy Session
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: 12/12/18
We are pleased that you have selected Bryce Root to assist you with one or several of the following project(s):
- Marketing 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 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.
- Group Strategy Session - In this 2-hour strategy session, up to four organizations will have the opportunity to discuss their marketing hurdles, opportunities and issues they're facing. Bryce Root will be leading this session and will provide valuable feedback via a combination of brainstorming, sharing of resources, best practices, and/or tips that will help each organization take their marketing to a new level.
Scope of Work
Bryce Root agrees to perform the following services for your business as set forth below:
Marketing Audit
- Deliverable: Traditionally, this audit process can take up to two weeks, but has the ability to be expedited. The end product is Bryce Root's report on the current state of the current marketing elements as well as their recommended future as effective marketing tactics. Additionally, you will receive a report that evaluates the untapped opportunities based on the assets that your organization currently has as well as those that your competitors and industry are deploying that should be in use by your company.
- Project turnaround: Up to two weeks
- Final product: A comprehensive, organized summary and overview of the audit that can be shared with other parties throughout your organization. This will be the basis for many of the elements that make up the marketing program and plan that will likely be the next step in the process.
Marketing Plan
- Deliverable: 12-month marketing plan to help your business achieve its business goals that is based upon a target customer analysis and brand refresh/update recommendation (if necessary) that is performed by Bryce Root.
- Project turnaround: Up to three months, but this can easily be expedited, equating to as little as 1.5 to 2 weeks.
- Final product: A comprehensive, 12-month marketing plan documented in an extensive excel file that includes your marketing budget, project manager, daily/weekly action plan, and other associated tools to keep your marketing program organized.
Group Strategy Session
- Deliverable: A real-time analysis of your organization's marketing situation with detailed recommendations that are strategically and proactively reviewed with you along with workbooks, resources, best practices and marketing tips when deemed appropriate that are meant to help accelerate your marketing situation.
- Project turnaround: This will take place solely during our 2-hour session while potential follow up resources will be emailed to you after we finish our session.
- Final product: You will leave this session with a plan of attack to take on the marketing situation that you've shared with Bryce during this two-hour time period.
Fees
In connection with the performance of services described above, you agree to pay to Bryce Root the following fees:
Marketing Audit
- Fee & Payment: One payment of $1,100 to be paid in full prior to the initiation of the project.
Marketing Plan
- Fee: One payment of $1,299 or three equal payments of $500 to be billed over the course of 3 months on subsequent anniversary date of the initial purchase.
- Payment of 1-time payment of $1,299 or initial payment of 3-month payment plan of $500 per month must be received before the Marketing Plan project can begin
Group Strategy Session
- Fee: One-time payment of $149 to be made prior to marketing strategy session. Depending on number of attending organizations (up to four), this fee will be divided by that number of organizations for each to pay separately.
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.