Client Services Pro Toolkit
A complete toolkit for established client services teams, including an annual service agreement and an in-depth client progress review
Get started with PocperA complete toolkit for established client services teams, including an annual service agreement and an in-depth client progress review
Get started with PocperThis agreement sets out the terms under which the service provider ("Provider") delivers ongoing client services to the client ("Client"). It becomes effective only when BOTH parties have signed below. The Provider drafts and signs first, then shares this document with the Client for review and countersignature — either in-app, or by printing, signing, and uploading a scanned copy.
Provider (organization / practice name):
Client (full legal name):
Client contact email:
Agreement start date:
Initial term:
During the term, the Provider will make the following services available to the Client:
Service | Frequency / included amount | Notes |
|---|---|---|
Any service not listed in the table above is out of scope and requires a separate written estimate agreed by both parties before work begins.
I have read and agree to the scope of services in this section.
Item | Amount | Billing cycle |
|---|---|---|
Service fee | ||
Additional sessions beyond included scope (per session) | ||
Late payment interest |
Invoices are issued at the start of each billing cycle and are due within 14 days of receipt. Fees cover the services listed in Section 2 and the Provider reserving capacity for the Client, regardless of whether the full included scope is used in a given cycle.
I have read and agree to the fee and payment terms in this section.
Appointments are scheduled in advance by mutual agreement. Either party may reschedule with at least 24 hours' notice at no charge. Appointments cancelled with less notice, or missed without notice, may be counted against the included scope for that cycle or billed at the additional-session rate. Repeated missed appointments may lead the Provider to pause the schedule and review the arrangement with the Client.
I understand the scheduling, cancellation, and missed-appointment policy in this section.
The Provider will keep the Client's personal information and service records confidential during and after the term, and will only share them with third parties with the Client's written consent or where required by law. The Client may request a copy of their records at any time. Each party will keep the other party's non-public information confidential.
I have read and agree to the confidentiality and records terms in this section.
After the initial term, this agreement renews automatically for successive periods of the same length unless either party gives written notice of non-renewal at least 30 days before the current period ends. Either party may terminate for material breach that remains uncured 14 days after written notice. On termination, the Client pays for all services delivered through the effective termination date, and the Provider provides a reasonable handover of records and any agreed referrals.
I have read and agree to the termination and renewal terms in this section.
I have read and understood each section of this agreement.
I have had the opportunity to ask questions and seek independent advice.
I consent to electronic signatures having the same legal effect as handwritten signatures.
I am authorized to enter into this agreement on behalf of the party named above.
Provider — printed name:
Date:
Client — printed name:
Date:
Optional — upload a countersigned scan of this agreement:
This template is provided for reference only and does not constitute legal advice. Consult qualified counsel before relying on this document.
The Annual Service Agreement template is a ready-to-use form from Pocper's Client Services Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.