Customer Contract Worksheet

"*" indicates required fields

Contract Information

Contract Number*

Contract Date*

MM slash DD slash YYYY

Prepared By*

Client Information

Business Name*

Contact Name

First Last

Email Adress*

Phone*

Website*

Cell Phone*

Billing Address*

Street Address City State ZIP Code

Services & Pricing

One-Time Setup

Fee

Foundation setup*

Foundation setup

GBP, GA4, Search Console, BrightLocal, CallRail, Bing Webmaster Tools, rankings, Yelp, Agency Analytics dashboard

Foundation setup fee*

Paid Ads setup*

Paid Ads setup

Google Ads, LSAs, Bing Ads, AI Ads — account build, keyword research, ad copy, campaign structure, conversion tracking

Paid ads setup fee*

Website design & development*

Website design & development

WordPress build, on-page SEO, tracking install

Website design fee*

Landing page build*

Landing page build

Dedicated conversion landing page for paid traffic

Landing page build set up fee*

Service

Monthly Fee

Foundation Package*

Foundation Package

Listing management, GBP monitoring & updates, review monitoring & responses, 4 posts/month, Agency Analytics reporting, CallRail management

Foundation Package Fee*

SEO*

SEO

On-page optimization, technical SEO, content strategy, link building oversight

SEO Fee*

Paid Ads Management*

Paid Ads Management

On-page optimization, technical SEO, content strategy, link building oversight

Paid Ads Management Fee*

Monthly Budget

Management Fee*

Social Media Management*

Social Media Management

Content creation, scheduling & platform management

Social Media Management Fee*

Website Hosting & Maintenance*

Website Hosting & Maintenance

Managed WordPress hosting, updates & uptime monitoring

Website Hosting & Maintenance Fee*

Landing Page Hosting*

Landing Page Hosting

Monthly hosting for dedicated ads landing page

Landing Page Hosting Fee*

CallRail Management*

CallRail Management

Call tracking management, form builds & configuration — client pays CallRail subscription directly

CallRail Management Fee*

Number of Locations*

Volume Discount / Notes

TOTAL ONE-TIME SETUP

Due at contract signing

TOTAL MONTHLY (INVOICED BY CALLBLU)

Credit card processing fees apply. Payments by credit card are subject to a processing fee. ACH / bank transfer and check payments are not subject to this fee.

ONE-TIME BREAKDOWN

Foundation Setup

Paid Ads Setup

Website Build

Landing Page Build

MONTHLY BREAKDOWN

Foundation Package

SEO

Paid Ads Management Fee

Social Media Management

Website Hosting & Maintenance

Landing Page Hosting

CallRail Management

CLIENT PAYS DIRECTLY - NOT INVOICED BY CALLBLU

Paid Ads Spend (Google / LSA / Bing / AI)

Billed by provider

CallRail Subscription

Billed by CallRail

Third-Party Consent & Acknowledgment

The following platform costs are the client's direct responsibility and are not invoiced by Callblu. Client must maintain active billing on these accounts for services to function.

Ads*

I understand that Paid Ads spend (Google Ads, LSAs, Bing Ads, AI Ads) is billed directly to my account by the respective platform.

CallRail Subscription*

I understand that CallRail subscription fees are billed directly by CallRail to my account.

On Behalf*

I understand that Callblu manages these platforms on my behalf but does not cover platform costs.

Scope of Work Reference

A detailed Scope of Work document (Exhibit A) is attached to this contract and incorporated herein by reference. The scope document describes all deliverables, timelines, and client responsibilities for this engagement.services to function.

Exhibit A Document Title

Exhibit A Version / Date

Out-of-scope work: Any project estimated at 3 or more hours outside Exhibit A requires a separate written scope-of-work approval before work begins. Billed at $125/hour.

Contract Terms

Billing Date*

Payment Terms*

Late Payment Interest*

Contract Term*

Cancellation Notice*

Out-Of-Scope Rate*

Credit Card Processing*

Sales Tax*

Contract Date*

MM slash DD slash YYYY

Onboarding Deposit Amount

Billing & Payment

Secure payment setup: Credit card billing is established via a secure payment link sent after signing. No card numbers are collected or stored in this form.

Preferred Payment Method

Credit Card

ACH/Bank Transfer

Check

Agreement & Signature

Read terms*

I have read and agree to the Callblu Terms of Service Agreement and authorize Callblu to perform the services outlined in this worksheet under the billing terms stated herein, including applicable credit card processing fees and sales tax.

Received Scope of Work*

I have received and reviewed the Scope of Work — Exhibit A attached to this contract and agree it accurately describes the services to be performed.

Understand paid ads and CallRail is billed directly to them*

I understand that Paid Ads spend (Google, LSA, Bing, AI) and CallRail subscription fees are billed directly by those platforms to my account and are not the responsibility of Callblu.

Client Signature

Client Signature*

Printed Name*

Date Signed*

MM slash DD slash YYYY