Sample Annual Service Agreement Template

Presents your customers and clients with a tremendous display of professionalism and credibility... which is crucial for plowing down sales resistance and commanding premium hourly billing rates... close more sales with less effort by being able to effectively package your intangible services.

Gets your company a STEADY stream of recurring revenue from clients... which creates predictability and financial security for your business and your family... and shelters you and your company from “feast” or “famine”.

• Establishes mutually-acceptable billing charges, which are vital to your firm’s profitability and long-term viability.

• Clarifies both your responsibilities and your clients’ responsibilities up-front... so you can prevent relationship-jeopardizing misunderstandings later on.

• Sets the parameters for how and when your company will get paid... so you can get paid-in-full, on-time, as opposed to waiting until your clients “get around” to paying.

• Saves you a bundle on legal fees... so by the time your attorney reviews your service agreement, a big chunk of the work is already done.

• Saves you a ton of time by working with a PROVEN business blueprint, rather than having to reinvent everything from scratch... avoid the pitfalls that often plague those new to offering Annual Service Agreements... so you can save yourself months, even years, of frustration and mistakes... and get your service agreement offering right the FIRST time around!

• Creates the entire foundation for building your business around STEADY, high-paying clients... rather than one-shot-deal cheapskates, ingrates, time-vampires, software pirates, egomaniacs, and deadbeats.

• Provides the framework for building long-term, successful client relationships, that remain healthy for years after the initial network is installed or project is completed.

• Helps you to design easier-to-support systems and encourages client behaviors that make your job easier.

Sample Rate Card Template

Provides a simple, marketing-friendly document that can be used to build consensus before bringing in a multi-page Annual Service Agreement document.

• Presents the irrefutable case for service agreements before the more detailed Annual Service Agreement is introduced.

• Sets the tone for your level of professionalism.

• Fully discloses and clearly communicates your professional fees.

• Ensures that you’re fairly compensated for after-hours and emergency service.

• Allows you to bill more for highly skilled work.

• Reinforces the value proposition of your Annual Service Agreement.

Sample Credit Application Template

Helps you easily gather and analyze the sensitive information required to make sound credit management decisions... 

which demonstrates your professionalism and substantially lessens your risk of bad debt.

Allows you extend credit with greater confidence... dramatically reduce your risk of “getting burned”!

Sample Credit Reference Letter Template

Makes it easy for you to investigate, validate, and predict whether or not a new customer is likely to pay your bills on-time... 

so you can avoid getting paid late, or even worse yet, not paid at all.

Sample Contract Renewal Notice

Gets you more service agreement renewals, 

which provide your revenue base for next year... 

ensuring the future survival, health and growth of your consulting practice.

Sample Non-Disclosure Agreement (NDA)

Protects each party’s confidential information.

Avoids major misunderstandings and economic loss down the road.

Sample Service Level Agreement (SLA)

Manages your prospects’, customers’, and clients’ expectations the right way 

...the professional way 

…immediately!

Satisfies the prospect, customer, or client who insists on more specifics on covered services and promised response times.

Sample Change Order Template

Creates some semblance of “order” to what can often be an otherwise chaotic “change” request.

• Prevents the dreaded “Oh, by the way’s” from ruining your projects, their overall profitability... or even worse yet, potentially destroying your hard-earned client relationships.

• Ensures that your company is fairly compensated for the disruption, re-scheduling and last minute cancellation associated with clients that frequently change their minds.

• Discourages clients from making sudden, impulse decisions that can drive you, your staff, your contractors and your vendors absolutely nuts!

Sample Purchase Authorization Template

Shifts low-margin product sales away from net credit terms arrangements.

• Drastically reduces your risk of buyer’s remorse and expensive returns.

• Improves your cash flow BIG-TIME!

• Saves you from being your clients’ “banker” of last-resort on low-margin items.

Sample Client Feedback Survey

Stacks the decks in your favor, when it comes to getting service agreement renewals.

• Keeps a pulse on customer satisfaction.

• Uncovers new revenue opportunities.

• Gathers the testimonials you need for “killer” sales collateral.