Client Services Agreement

: Legal; 30 April 2026

AMS CASE STUDIES

CLIENT SERVICES AGREEMENT

Effective Date: [Insert Date]
Client: [Client Name]
Company: AMS Case Studies
Website: https://amscasestudies.com

1. Purpose

This agreement outlines the delivery of high-converting case studies and sales enablement assets designed to help your team build credibility, overcome objections, and close faster.

2. Discovery Call (Required First Step)

All engagements begin with a paid Discovery Call:

Fee: $400
Duration: 45–60 minutes
Outcome: Strategic clarity, messaging direction, and defined scope

Credit: If you proceed within 7 days, the $400 is applied to your project.

3. Services

AMS Case Studies (“Service Provider”) agrees to deliver case study and sales enablement services under its productized offerings (collectively, the “Services”). This Agreement applies to all packages and related deliverables offered by amscasestudies.com.

3.1 Productized Service Packages

The Client may engage the Service Provider under one of the following structured packages:

(a) Starter Proof Package
Includes:

One (1) short-form case study
Three (3) to five (5) sales-ready content snippets
One (1) structured customer interview
Up to two (2) revision rounds

(b) Flagship Proof System Package (Core Offer)
Includes:

One (1) flagship, long-form case study
One (1) short-form version for outreach and quick reference
Six (6) to ten (10) sales-ready snippets
One (1) sales battlecard for objection handling
One (1) structured customer interview
Up to two (2) revision rounds

(c) Authority System Package
Includes:

Two (2) to three (3) flagship case studies
Supporting sales enablement assets for each case study (including short-form versions, snippets, and battlecards)
Structured customer interviews for each case study
Up to two (2) revision rounds per case study

3.2 Scope and Deliverable Limits

To ensure quality, efficiency, and timely delivery, the following terms apply to all packages:

Each case study is based on one (1) primary customer interview, unless otherwise agreed in writing
Revision rounds are limited to two (2) per case study, covering reasonable edits and refinements
Additional revisions, interviews, or deliverables outside the defined package scope may be subject to additional fees
Deliverables are provided in agreed formats suitable for sales and marketing use (e.g., PDF, text-based assets)

3.3 Process

The Service Provider will follow a structured delivery process:

Case study selection and strategic alignment
Customer interview and information gathering
Draft development and narrative structuring
Client review and revisions
Final delivery of all agreed assets

3.4 Timeline

Project timelines will be agreed upon prior to commencement. Standard delivery timelines are typically 2–3 weeks per case study, depending on Client responsiveness and scheduling of interviews.

3.5 Client Responsibilities

The Client agrees to:

Provide timely access to selected customers for interviews
Review and provide feedback within a reasonable timeframe
Ensure accuracy of provided data, metrics, and claims

Delays in Client response or access may impact delivery timelines.

3.6 Additional Services

Any services or deliverables not explicitly listed within the selected package will be considered outside the scope of this Agreement and may require a separate agreement or written amendment.

4. Fast Action Incentive (Built for Momentum 🚀)

To prioritize your project and accelerate delivery:

👉 If full payment is made within 24 hours of receiving the proposal, you receive ONE bonus deliverable (your choice):

+3 additional ad/social snippets
OR
1 additional mini case study (short-form)
OR
1 additional sales script

5. Payment Terms

5.1 Fees

The Client agrees to pay the fees associated with the selected service package as outlined in the proposal or invoice (the “Fees”). All Fees are quoted in USD unless otherwise specified.

5.2 Payment Structure

Projects Under $12,000:
One hundred percent (100%) of the total Fee is due upfront to initiate the project. Work will not begin until full payment has been received.
Projects $12,000 and Above:
Fifty percent (50%) of the total Fee is due upfront to initiate the project. The remaining fifty percent (50%) is due prior to final delivery of completed assets.
Fast Action Incentive:
If the Client submits full payment within twenty-four (24) hours of proposal acceptance, the Client will receive one (1) bonus sales asset (e.g., additional snippets or an extended quote bank) at no additional cost.

5.3 Project Commencement

Project scheduling and timelines are only secured upon receipt of the required initial payment. No work will begin prior to payment.

5.4 Late Payments

Any outstanding balance not paid when due may result in:

Suspension of ongoing work
Delay in delivery of final assets
A late fee of 2% per month (or the maximum allowed by law, whichever is lower) applied to overdue amounts

5.5 Delivery of Final Assets

All final deliverables will be released only after full payment of all outstanding Fees has been received.

5.6 Additional Services

Any services requested outside the agreed scope of the selected package will require written approval and may be billed separately at the Service Provider’s standard rates or as a fixed additional fee.

5.7 Refund Policy

Due to the custom and strategic nature of the Services:

All payments are non-refundable once work has commenced
If the Client cancels the project after commencement, any payments made will be retained to cover time, resources, and work completed

5.8 Payment Methods

Payments may be made via approved methods as specified on the invoice (e.g., bank transfer, credit card, or other accepted payment platforms).

5.9 Proposal Expiration

All proposals, pricing, and project terms are valid for seven (7) calendar days from the date of issue, unless otherwise stated in writing.

If the proposal is not accepted and the required payment is not received within this period:

The proposal may be subject to revision, including changes to scope, timeline, and pricing
Project start dates and availability are not guaranteed
The Service Provider reserves the right to decline or reschedule the project

Acceptance of the proposal after the expiration period may require issuance of an updated proposal.

___________________________________________________________________________________

6. Turnaround & Timeline Control

Timeline begins only after ALL of the following:

Payment received
Discovery call completed
Required materials provided

Client delays (feedback, access, approvals) will extend delivery timelines accordingly.

6. Revisions & Scope Control

6.1 Included Revisions

Each case study includes up to two (2) revision rounds, as outlined in the selected service package.

A “revision round” is defined as a single, consolidated set of feedback submitted by the Client after reviewing a draft. Revisions are intended for refinement, clarification, and accuracy, not for substantial changes in direction.

6.2 Scope of Revisions

Revisions may include:

Minor edits to language, tone, and structure
Clarification or correction of factual information
Adjustments based on reasonable internal feedback

Revisions do not include:

Rewriting the case study from a new angle or strategy
Introducing new customer stories, data sets, or interview subjects
Significant changes to the approved narrative direction
Additional deliverables beyond those defined in the selected package

Requests falling outside this scope will be treated as additional work.

6.3 Additional Revisions

Any revision requests beyond the included two (2) rounds may be billed at an additional fee or require a revised scope agreement.

6.4 Feedback Timeline

To maintain project timelines, the Client agrees to provide feedback within three (3) business days of receiving each draft.

Delays in feedback may result in adjusted delivery timelines.

If no feedback is received within 5 business days, the work is considered approved

6.5 Approval & Finalization

Once the final revision round has been completed and the deliverables have been approved, the project will be considered finalized.

Any further changes requested after finalization may be treated as a new project or billed separately.

6.6 Scope Integrity

The Services are delivered as a structured, productized offering with clearly defined deliverables.

Any requests for additional interviews, expanded deliverables, or strategic changes beyond the agreed scope must be approved in writing and may incur additional fees.

7. Client Responsibilities

Client agrees to:

Provide accurate and complete information
Participate in interviews if required
Respond in a timely manner
Assign a single point of contact (recommended)

8. Scope Control

This agreement covers only the deliverables listed in Section 3.

Out-of-scope requests include:

Additional case studies
New messaging directions
Extra formats not listed

All additional work requires a separate quote and approval.

9. Intellectual Property

Full ownership transfers to the client upon final payment
AMS Case Studies may:
- Use non-confidential work for portfolio/marketing
- Reference results in anonymized form

10. Confidentiality

All client data, interviews, and materials are treated as confidential unless otherwise agreed.

11. Cancellation & Refunds

Discovery call is non-refundable
All project payments are non-refundable once work begins
If a project is paused or canceled:
- Work completed to date remains billable

12. Limitation of Liability

AMS Case Studies provides strategy and content—not guaranteed results.

We are not liable for:

Sales performance outcomes
Revenue changes
Indirect business losses

13. Agreement

By signing below, both parties agree to move forward efficiently and in good faith.

Client Name: __________________________
Signature: __________________________
Date: __________________________

AMS Case Studies
Signature: __________________________
Date: __________________________

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