Marketing agency agreement, Bright Arch Dental Group
Marketing agency agreement with a channel scope and ad spend held apart
The two things that break an agency relationship are a scope nobody can point at and a fee that quietly includes the advertising budget. This retainer puts the work in a table with the hours and the reported metric for each channel, then keeps every dollar of ad spend in the accounts of the client where it belongs.
The document, page by page
Every page as it renders and as it prints, with nothing summarised. Read the wording before you reuse it.
Section by section
What each section is for, so you can keep the ones you need and drop the rest.
- Contents
- Eleven numbered sections so a seven page retainer can be navigated.
- Parties
- Both companies, what the pilot engagement was, and a strip with the retainer, sites, spend and notice.
- 1. Scope by channel
- The six row channel table with hours and metrics, and the list of work that is a separate project.
- 2. Advertising spend
- Spend paid direct to platforms, the budget table, the 10 percent tolerance and the platform risk callout.
- 3. Reporting
- The monthly report by the tenth working day, what is in it, and what platform numbers can and cannot show.
- 4. Fees
- The fee table with the $66,000 of fees against $216,000 of spend, invoicing and project rates.
- 5. Approvals and turnaround
- One approver and one deputy, and a table of turnaround times by item.
- 6. Accounts, content and ownership
- Accounts in the client name, rights passing on payment, and stock licensing.
- 7. Claims and compliance
- Who owns a clinical or pricing claim, and the consent needed for testimonials and images.
- 8. Confidentiality and data
- Confidential information, no patient records, and how the email list is handled.
- 9. Term, notice and offboarding
- Six month initial term, 60 days notice, and what happens on the last day.
- 10. Liability and general
- No indirect loss, a six month fee cap, no guarantee of results, notices and variations.
- Signatures
- A block for each company with name, position and date.
Clauses in this document
How to adapt this agreement
For a single location rather than six, cut the scope table to the three channels that actually move the number and reduce the hours column honestly rather than keeping the same total. For an agency that does hold the ad accounts, rewrite clause 2.1 to say the agency invoices spend at cost with the platform statement attached, and add a clause capping how much spend can sit unbilled at any one time, because that money is the largest exposure in the relationship. For a performance fee, add a schedule that defines the baseline, the measurement window and the source of truth before anyone agrees a percentage, and keep clause 3.2 so the baseline is a booking rather than a platform conversion.
Who this suits
A retainer of this shape works where the client has enough volume to justify continuous management and enough internal capacity to approve work inside three to five days. Below that, a project agreement with a fixed deliverable list usually serves both sides better, because the agency stops carrying idle capacity and the client stops paying for a month where nothing was approved. The clause that decides this is not the fee, it is clause 5: an agreement with a named approver, a deputy and a written turnaround is a relationship that can run for years, and one without them tends to end in the second quarter.
What makes this document work
Ad spend never touches the agency
Clause 2.1 says the client pays each platform directly from its own accounts and the agency takes no commission, rebate or markup. The fee table then shows the two numbers side by side: $66,000 of fees to the agency and $216,000 of spend to the platforms. Nobody has to ask what the agency is really earning.
Each channel has one metric, and it stays the same every month
The scope table gives search a cost per booked call, social a cost per form completion, listings the calls they generate and email the appointments booked. Clause 3.1 then requires the same measures in the same order every month, so the report can be compared rather than reframed.
The approval table makes a missed date nobody fault
Three working days for ad copy, five for website pages, five for any clinical claim, each with a named approver. Clause 5.1 then says work waiting past that moves to the next month and is not a breach, which is the term that stops the usual argument about who caused the delay.
Questions people ask
What should a marketing agency agreement include?
A scope that lists work by channel, who owns the advertising accounts, how ad spend is paid, what gets reported and when, the fee and what it does not cover, who approves creative and how fast, who owns the work at the end, and the notice period. This one carries all of those in that order.
Should the agency hold the advertising accounts?
No. Clause 6.1 creates every advertising account, analytics property, listing and domain in the name of the client, with the agency added as a user, and transfers any account already sitting with the agency within 30 days. That is the single term that decides how painful an agency change will be later.
Is a retainer a purchase of hours?
Not here. Clause 4.1 says the retainer buys the scope in clause 1, not the 85 estimated hours, and unused hours do not carry forward. The hours column exists so both sides can sanity check the price against the work, not so the client can audit a timesheet at the end of each month.
Can an agency promise a ranking or a cost per lead?
It should not, and this one does not. Clause 10.1 states plainly that the agency guarantees no ranking, cost per booking or number of enquiries. What it does promise is the work in the scope table, the reporting in clause 3 and the turnaround in clause 5, all of which are inside its control.
Who is responsible if an advertisement breaches a rule?
The client owns the claim. Clause 7.1 makes the client responsible for the accuracy of every clinical, pricing and outcome claim and for any regulatory approval, while the agency writes to the brief, flags what looks risky and publishes nothing a named clinician has not approved.
How long should the notice period be?
Long enough for campaigns to be handed over without going dark. Sixty days is common at this size and it is what clause 9.1 uses, after an initial six months. The same clause requires the agency to keep delivering the full scope through the notice period rather than winding down early.
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