Free, Real Templates

A client sign-off authorizing use of an engagement as a public case study — with full/anonymized/metrics-only attribution options.

A lighter-weight consent for a standalone client quote or testimonial, no full case study required.

Standard mutual NDA for pre-engagement discussions, when a prospective client wants one in place before sharing details.

The real terms behind the referral program — 10% of the first invoice, one-time, capped — ready to fill in a name and sign.

Per-engagement scope, deliverables, timeline, and fees — attaches to the Master Consulting Agreement.

The underlying agreement a Statement of Work attaches to — payment terms, IP ownership, liability, termination.

Discovery-call follow-up used to scope a new engagement before drafting a Statement of Work.