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AgreeVia

AgreeVia for social media managers and marketing consultants

Contracts and retainers for social media managers

Retainers for social media managers

Monthly work, a fixed fee and clear notice terms, signed on the client's phone.

The short answer

If you manage social media or marketing every month, agree what you deliver each month, the fee, how approvals work, who pays for ads, and how much notice either side gives to end it. A retainer agreement stops the scope growing while the fee stays the same.

What to agree before the job

  • Platforms and monthly deliverables: number of posts, stories, videos, reports
  • How content gets approved, and how long the client has to approve it
  • Ad spend: whether it's included, and whose card pays the platforms
  • Access to accounts, and handing it back when the work ends
  • Who owns the content you create
  • The monthly fee, invoicing in advance, and when it's paid
  • Notice to end, and any minimum term

Which AgreeVia documents fit

  • Agency Retainer Agreement: the same services every month for a fixed monthly fee, with notice to end and an optional minimum term. Pro
  • Freelance Services Agreement: the services, the fee (fixed, daily or hourly), intellectual property and confidentiality. For a private client it adds the 14-day right to cancel. Free
  • Mutual NDA: if you'll both share confidential information before the work starts. Free
  • Invoice: bill the finished job, with the VAT worked out to the penny and your bank details on it
AgreeVia form for filling in a Freelance Services Agreement
Filling in a Freelance Services Agreement.

How it works

  1. Fill it in on your phoneAnswer a few plain questions, or type the items into a quote. You see a preview before anything is created.
  2. Add who signsPick them from your contacts, or type their email address and AgreeVia sends them a link.
  3. They sign without an accountThey open it in their browser, read it and sign with a finger. No app to install.
  4. Everyone keeps a copyThe signed PDF goes to everyone. Every view and signature is in a tamper-evident audit trail you can check at agreevia.co.uk/verify.

Proof, if there's a dispute

Every view and signature is recorded with a time stamp in a tamper-evident audit trail. If someone remembers the deal differently, you have the signed document, a record of when they opened and signed it, and an evidence package you can generate. AgreeVia doesn't give legal advice, and it doesn't take payments: your bank details go on the invoice and your customer pays you directly.

FAQs for social media managers and marketing consultants

Retainer or Freelance Services Agreement?

The Agency Retainer (Pro) for the same work every month for a fixed fee. The Freelance Services Agreement (free) for a one-off campaign or project, priced fixed, daily or hourly.

Can I put my own branding on the agreement?

With Pro, your logo, business name and colours go on the documents you create.

Does my customer need to download anything?

No. They get a link, open it in their phone or computer's browser, and sign. They don't need an account or the app, and they get the signed PDF by email.

Is an electronic signature legally valid in the UK?

For everyday business documents like quotes, job agreements and invoices, yes, as long as the person meant to sign. Some documents, such as wills and some deeds, have stricter rules. See Are electronic signatures legal in the UK?

Try it on your next job

Create your free account

Free for 3 documents a month, no card needed. Already have an account? Sign in. AgreeVia works in your browser and is live on Google Play. Coming soon to the App Store.

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