Letter of Intent Sample for Marketing

LETTER OF INTENT: MARKETING SERVICES ENGAGEMENT

DOCUMENT CONTROL

• Effective Date: [Date]
• Version: 1.0
• Jurisdiction/Scope: [Governing State/Province, Country]
• Status: Pre-Contractual/Non-Binding (Subject to Section 6)

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1. LEGAL DISCLAIMER

NOTICE: This Letter of Intent (LOI) serves as a summary of the principal terms for a proposed marketing services engagement. Unless explicitly stated in Section 6, this document does not constitute a legally binding agreement to perform services or exchange payment. Parties intend to negotiate a Definitive Service Agreement (DSA) within [Number] days of the Effective Date.

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2. PARTIES

• Client: [Full Legal Name of Client], located at [Full Address] ("Client").
• Agency: [Full Legal Name of Marketing Firm], located at [Full Address] ("Agency").

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3. SCOPE OF SERVICES

The Agency shall provide marketing services as defined in Exhibit A (attached), including but not limited to:

1. Strategic Consultation: [Specific Scope, e.g., SEO, PPC, Content Marketing]
2. Deliverables: [List core assets or performance KPIs]
3. Timeline: Commencement on [Date] with an estimated completion of [Date].

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4. FINANCIAL TERMS

• Retainer/Fee Structure: [e.g., Fixed Fee: $XXXX / Monthly Retainer: $XXXX].
• Payment Schedule: Net [15/30] days upon receipt of invoice.
• Expenses: Client shall reimburse pre-approved out-of-pocket expenses (e.g., ad spend, third-party software licensing).

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5. OPERATIONAL COVENANTS

• Exclusivity: During the term of this LOI, Client agrees to negotiate exclusively with the Agency for the defined Scope of Services for a period of [Number] days.
• Confidentiality: Both parties agree to protect proprietary data, trade secrets, and non-public information shared during the discovery phase as if subject to a formal NDA.
• Intellectual Property: Ownership of final deliverables shall vest in the Client upon full payment of all fees due. Pre-existing materials remain the property of the originating party.

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6. BINDING PROVISIONS

Notwithstanding the non-binding nature of the proposed engagement, Section 5 (Confidentiality) and Section 6 (Binding Provisions) shall constitute legally binding obligations of the parties immediately upon execution of this document.

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7. EXECUTION

This LOI may be executed in counterparts. The signatures below indicate intent to proceed toward a Definitive Service Agreement under these terms.

FOR THE CLIENT: Signature: __________________________ Printed Name: [Name] Title: [Title] Date: [Date]

FOR THE AGENCY: Signature: __________________________ Printed Name: [Name] Title: [Title] Date: [Date]

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8. STEP-BY-STEP EXECUTION GUIDE

1. Customization: Replace all [Bracketed Text] with specific, verified legal and operational data. Do not use generic descriptions; specify KPIs or deliverables to minimize scope creep.
2. Execution: Ensure authorized signatories (C-suite or Director level) sign the document. Digital signatures (DocuSign/Adobe Sign) are generally accepted and recommended for audit trails.
3. Transition: Upon signature, immediately initiate the "Definitive Service Agreement" (DSA) drafting process. Use this LOI as the primary exhibit for the DSA to ensure alignment between the intent and the final contract.
4. Enforcement: Maintain a digital copy in your Document Management System (DMS). Use the exclusivity period defined in Section 5 to finalize the DSA before the expiration of that window.

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Disclaimer: This template is provided for informational purposes and does not constitute formal legal advice. Consult with qualified corporate counsel in your jurisdiction before final execution.