Engagement Kickoff Agreement
Welcome aboard. This kickoff document confirms the things we've agreed on before work begins: scope, people, dates, money, and the ground rules we'll use to keep the project on track. Please review carefully, edit anything that doesn't match your understanding, and sign at the bottom.
Client legal entity name:
Primary client contact (day-to-day):
Executive sponsor / approver (if different):
List any other stakeholders we should loop in, and what they care about:
Section 2 — Project Summary & Deliverables
Project name / working title:
One-paragraph description of the engagement (what we are doing and why):
Deliverables we will produce (one per line, with a short description):
Section 3 — Timeline & Milestones
Key milestones and their target dates (Milestone — Date — Owner):
Recurring check-in (weekly status call) — preferred day: Time:
Section 4 — Fees & Payment Terms
Total project fee (excl. taxes):
Deposit required to start (% or amount):
Payment terms (e.g. Net 14):
Any pre-approved expense categories (travel, stock imagery, subcontractors…) and their cap:
Section 5 — Ways of Working
Please acknowledge each of the ground rules below — they exist to keep things smooth for both sides.
Section 6 — Materials & Access
List the things we need from you to start (logins, data exports, brand assets, intros…) and when you'll get them to us:
Upload anything relevant now — signed NDAs, prior deliverables, brand guidelines, data we'll need, etc.
Once signed, we'll send the deposit invoice and a calendar invite for kickoff. Looking forward to getting started.