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PLAYBOOK TEMPLATES

Sponsorship Agreement

A Sponsorship Agreement outlines the terms under which one party provides funding or support for promotional exposure. This playbook details exclusivity, deliverables, and termination for reputational risk.

Scope & Deliverables

Why This Matters: Clear scope mitigates disputes over unanticipated tasks and prevents scope creep, protecting both budget and timelines.

Negotiation strategy

If you're the Client:

Ensure all services and deliverables are listed in detail. Confirm that timelines are specific and feasible. Verify that performance metrics are quantifiable and relevant to the client's objectives.

If you're the Agency:

Provide comprehensive descriptions of services and deliverables. Ensure timelines are realistic and performance metrics are achievable. Agree on clear acceptance criteria.

Essential elements

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Scope of Services

Defines marketing services provided.
2

Deliverables

Items to be delivered to Client.
3

Timelines

Project start and end dates.

Action framework

ACCEPT

Propose edits if timelines or metrics are unrealistic.

EDIT

Reject if scope is vague or incomplete.

ADD

Add new language if deliverables are missing.

PRO TIP

Always attach exhibits that outline scope, deliverables, and timelines to prevent ambiguity.

Real-world examples

FAVORABLE

Preferred Scope of Services

"The Agency shall provide the Client with marketing services as outlined in Exhibit A attached hereto. These services shall include, but are not limited to, strategic planning, content creation, social media management, and public relations activities. The Agency shall perform these services in accordance with the timelines and performance metrics specified in Exhibit A."
NEUTRAL

Fallback Deliverables

"The Agency agrees to deliver the following items to the Client: (i) monthly performance reports detailing the progress and results of the marketing activities; (ii) quarterly strategic review documents; and (iii) any other deliverables as mutually agreed upon by the parties in writing. All deliverables shall be subject to the acceptance criteria set forth in Exhibit B."
UNFAVORABLE

Vague Scope Definition

"The Agency will provide various marketing services as needed, with deliverables to be determined."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, ensure that the scope includes detailed risk management strategies and contingency plans.

Complex Deliverables

For complex deliverables, involve subject matter experts to ensure technical accuracy and feasibility.

Tight Deadlines

When deadlines are tight, prioritize deliverables and negotiate realistic timelines to avoid burnout and quality issues.

Access all other DocJuris Playbooks

Launch in days, not months

Unlike complex CLMs with long implementations and steep learning curves, DocJuris is built for speed and simplicity. We integrate with your workflow—whether connecting to a CLM or uploading agreements manually—so you're up and running in days, not months.
WEEK 1
CLM Readiness and Design
Our CX team works with you to understand your contracting challenges, prioritize key workflows, and identify the biggest impact areas. We build a tailored implementation plan that fits your needs.
WEEK 2
Install Module
We connect DocJuris to your contract repositories, set up admin and user accounts, and ensure your environment is ready for success.
WEEK 3
Deliver & Test
Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
Launch
We support you in rolling out DocJuris to a pilot group or your full organization—with launch materials, training, and hands-on support to drive adoption from day one.

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