It covers the setup work and the ongoing retainer work I deliver in your email platform and connected shop systems. If you have accepted a proposal from me, this agreement and that proposal are meant to match, and they run together on the terms below.
What I’ll do
Email marketing management covers the planning, building, sending and maintenance work I do in your ESP and connected systems, based on what you have approved and what your setup can support.
What you get is listed below. I will deliver those items using your existing ESP, unless we have agreed a migration. To do this well, you will give me the access I need to your ESP and shop system so I can build and test templates, flows, triggers and tracking. If access is delayed or restricted, I may need to move timelines and re-run tests so nothing goes out half-checked.
* Account audit notes * Consent and suppression map * Email template (modular) * Core flows (built and live) * Monthly send plan * Campaign emails (built and scheduled)
Payment
Setup work is billed 50% to start and 50% when I hand the setup over to you. Ongoing email marketing management is invoiced at the start of each month.
Every invoice is payable within 7 days of its date. If an invoice goes past due, I will pause any new builds and scheduled sends until the account is back up to date. I will not use payment pressure as a surprise. I will tell you what is on hold, what is safe to keep running (for example, existing live automations), and what I need from you to restart work.
Revisions and changes
A revision round is one batch of changes from you on a draft I have shared, followed by me making those changes and resending the updated version. For each campaign email, you get up to two revision rounds. For templates and flows, you get up to two revision rounds per asset during the initial build.
If you want more rounds, or you change the plan after I have started, I will price the change and write it down before I do the extra work. My change note will say what is changing, what it replaces, and any impact on price or timing. I only start the new work after you approve it.
Who owns what
Once the final setup invoice is paid, you own what I built for you inside your ESP: your templates, modular blocks, flows, segments structure, suppression setup, and the way the account is organised. I will also hand over notes that make it readable, including key triggers, exclusions, and settings.
What stays mine: my working files, checklists, processes, and any reusable tools I bring to the job that are not specific to your brand. If I use third-party fonts, apps, or code snippets that require their own licence, you are responsible for those ongoing subscriptions and licence terms.
Portfolio use
I may show the finished work as part of my portfolio, for example screenshots of a template system, flow maps, or anonymised examples of campaign layouts, so future clients can understand what I build. If there is anything you want kept private, tell me in writing and I will follow that.
If you are launching something sensitive, I am happy to agree a delay before I share anything. If you never want me to share the work at all, you can ask for that in writing. I will still be able to describe the project at a high level in conversation, unless you ask me not to.
Results and reporting
I will run your email marketing management carefully and document what I am sending, to whom, and why. Nothing sends without your approval. Before each send I will share a short note with the audience, exclusions and suppression lists, plus subject line and preview text. If I do not get approval in time, the send moves.
I will report on performance honestly, based on what the ESP and your store tracking can measure. I cannot promise a specific revenue number, deliverability rate, open rate, click rate, or list growth. Results depend on your product, offer, pricing, site experience, list quality, seasonality, and mailbox provider behaviour, none of which I control.
Retainer rhythm
This engagement is a retainer. Work runs in monthly cycles and renews month to month unless one of us ends it. I invoice at the start of each month, and that invoice covers the work I complete during that month.
To end the retainer, either of us can give notice in writing. I will confirm the final working day and what I will finish before then. If you give notice partway through a month, you still pay for work already completed and any work in progress that you have approved me to start. I will not start new non-urgent work in the final days unless you ask me to in writing.
Problems and responsibility
I take send safety seriously, but email programmes touch a lot of systems. I am responsible for the work I control: building and testing in the ESP, following the approved audience and suppression notes, and documenting the setup so it is not a mystery later.
You are responsible for how addresses were collected and what your business is allowed to send, including consent language on your forms and any promises you have made to subscribers. If I see a consent, deliverability, or suppression risk, I will pause sends and tell you what I found and what needs to change before we continue. I am not responsible for losses caused by platform outages, tracking gaps, app conflicts, or changes to mailbox-provider filtering.
Ending the work
Either of us can end this agreement by giving notice in writing. I will confirm what I will deliver up to the end date and what I will hand over so you are not left mid-flight.
You will pay for work completed up to the end date, plus any pre-approved work already in progress that cannot reasonably be undone (for example, a campaign build that is already drafted and reviewed). After final payment, I will hand over the materials that belong to you in the ESP, along with my handover notes covering segments, suppressions, triggers and key settings. If you need me to help your next person take over, I can quote that as a separate piece of work.
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