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    Agency Statement of Work (SOW) Template

    Uploaded by

    ANGELI JOY M VILLON
    This document is a statement of work (SOW) outlining an agreement between Agency X and Sample Company Z. It details the project overview, key contacts, objectives, timeline of tasks and milestones, reporting requirements, and fees. The project will involve setting up lead scoring, developing marketing campaigns and assets, launching promotional activities, analyzing results, and providing performance reports to the client on a monthly and quarterly basis. Payment of $XXX.XX will be due from the client to the agency in multiple installments based on completed milestones.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Agency Statement of Work (SOW) Template

    Uploaded by

    ANGELI JOY M VILLON
    297 views4 pages
    This document is a statement of work (SOW) outlining an agreement between Agency X and Sample Company Z. It details the project overview, key contacts, objectives, timeline of tasks and milestones, reporting requirements, and fees. The project will involve setting up lead scoring, developing marketing campaigns and assets, launching promotional activities, analyzing results, and providing performance reports to the client on a monthly and quarterly basis. Payment of $XXX.XX will be due from the client to the agency in multiple installments based on completed milestones.

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    2. Agency Statement of Work (SOW) Template.docx

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    This document is a statement of work (SOW) outlining an agreement between Agency X and Sample Company Z. It details the project overview, key contacts, objectives, timeline of tasks and milestones, reporting requirements, and fees. The project will involve setting up lead scoring, developing marketing campaigns and assets, launching promotional activities, analyzing results, and providing performance reports to the client on a monthly and quarterly basis. Payment of $XXX.XX will be due from the client to the agency in multiple installments based on completed milestones.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    297 views4 pages

    Agency Statement of Work (SOW) Template

    Uploaded by

    ANGELI JOY M VILLON
    This document is a statement of work (SOW) outlining an agreement between Agency X and Sample Company Z. It details the project overview, key contacts, objectives, timeline of tasks and milestones, reporting requirements, and fees. The project will involve setting up lead scoring, developing marketing campaigns and assets, launching promotional activities, analyzing results, and providing performance reports to the client on a monthly and quarterly basis. Payment of $XXX.XX will be due from the client to the agency in multiple installments based on completed milestones.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4

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    Agency X Statement of Work (SOW)


    for Sample Company Z
    Date:
    [Created date]

    Created by:
    [Agency’s POC name and agency name]

    Prepared for:
    [Client name and company]

    Document Title
    Date
    UPLOAD LOGO HERE

    Table of Contents:

    ● Project Overview / Intro


    ● Project Details
    ● High-Level Objectives & Deliverables
    ● Tasks, Milestones & Timelines
    ● Reporting
    ● Fees and Expenses

    Project Overview / Intro


    Use this section to describe the project at a high level: what the agency will achieve and
    what the projected result should be at the end.

    The introduction is where you identify the type of work to be done, whether it’s performing
    a service or creating a product. This is also where you identify the two parties involved:
    the client and the agency.

    Project Details
    Lay out the key details of the project, the project period and the main points of contact in
    your agency and on the client-side.
    Project Name:
    Project Description:
    Project Period: MMM DD, YYYY – MMM DD, YYYY
    Primary Agency Contact: ● NAME
    ● EMAIL
    ● PHONE NUMBER
    Secondary Agency ● NAME
    Contact: ● EMAIL
    ● PHONE NUMBER
    Primary Client Contact: ● NAME
    ● EMAIL
    ● PHONE NUMBER
    Secondary Client Contact: ● NAME
    ● EMAIL
    ● PHONE NUMBER

    High-Level Objectives
    This part of the SOW is where you mention the reason you’re executing the project for
    your client. Whatever the objective(s) is (it can be some sort of document or report,

    Document Title
    Date
    UPLOAD LOGO HERE

    software, product, build, or all of the above), you need to have each item clearly identified
    here.
    1-
    2-

    Tasks, Milestones & Timelines


    Projects can be very long and complex, which is why it’s important to detail them out over a
    timeline with major milestones and tasks associated. It’s a way to help you monitor the
    progress of the project to make sure it’s adhering to your planned schedule.
    Brief Description of Services Start Date Due Date Service Fee Due

    Milestone 1: Initial Upon Scope of $XXX.XX


    Engagement Work Signature

    Milestone 2: Start Project 10/10/2019 11/11/2019


    Setup Lead Scoring 10/11/2019 11/11/2019 $XXX.XX
    Build a Campaign Plan 10/11/2019 11/11/2019 $XXX.XX
    Draft Content 10/11/2019 11/11/2019 $XXX.XX
    Build Landing Pages 10/11/2019 11/11/2019 $XXX.XX

    Milestone 3: Approval 10/11/2019 11/11/2019


    Process
    Approve all assets 11/11/2019 11/11/2019 $XXX.XX

    Milestone 4: Launch 10/11/2019 11/11/2019


    Send Promotional Emails 10/11/2019 11/11/2019 $XXX.XX
    Schedule all social media 10/11/2019 11/11/2019 $XXX.XX
    promotion

    Milestone 5: Post - Launch 10/11/2019 11/11/2019


    Analyze Results 10/11/2019 11/11/2019 $XXX.XX
    Deliver Performance Report 10/11/2019 11/11/2019 $XXX.XX

    TOTAL $XXX.XX

    Reporting
    Reporting regularly throughout the project is important to inform your client of how you
    are progressing. Also, they are a good way to communicate whether the project’s on
    schedule or not. Depending on how you customize them, there’s a wealth of data that
    can serve a number of different audiences. So use this section to define what you will be

    Document Title
    Date
    UPLOAD LOGO HERE

    reporting on, when and to who.

    Reports Schedule
    Website traffic breakdown and % change vs previous Monthly
    New vs. total leads/contacts Monthly
    Conversion rates Monthly
    Social media engagement Monthly
    Lead intelligence Monthly
    Email performance Monthly
    Blog performance Monthly
    Performance against identified KPIs Monthly
    All metrics as shared via monthly reports Quarterly
    Changes in organic search engine rankings Quarterly
    Effectiveness of individual offers/campaigns Quarterly
    Discussion of new marketing initiatives to increase lead Quarterly
    generation
    Review of revenue generated, trends and ROI Quarterly

    Fees and Expenses


    Sample statement for this section of the SOW:

    As complete and final payment for Services which has been completed and
    delivered by Vendor to Partner and which has been accepted by Partner, Partner
    shall pay Vendor:
    $XXXX.XX

    Agency Contact Signature: ________________________________


    Date: ____________

    Client Contact Signature: __________________________________


    Date: ____________

    Document Title
    Date

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