When was the last time you reviewed your customer agreements? Have your products and services changed over time?

These agreements are often the first and only legal document your clients will see. Having a clear agreement that addresses common payment issues, service or warranty offers, and other major terms will save you money.

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Why it is important to have a customer agreement?

No matter the size and scope of your goals, it is crucial to have a well-written and clear Customer Agreement governing the compensation paid to the business and what goods or services you will provide.

Setting clear boundaries or expectations prevents future disagreements, unhappy clients, and avoids losing money. If you have large ticket/high price per customer, a legally enforceable document will increase the chances of closing each sale. These clients are expecting a legal agreement that can be reviewed by legal counsel. Shouldn't you have your own lawyer as well?

If your average customer is smaller, consider putting business friendly terms and conditions to protect your time and prevent hundreds of customers wanting to get refunds or minor complaints.

Whatever route you take, be sure to document the terms, timing, and expectations to protect your revenue with a Customer Agreement. 

Types of agreement

  • Master Services Agreement (MSA)

    This is ideal for a longstanding relationship between you and your client. The MSA outlines the basic relationship regarding parties, obligations, payment terms, dispute resolution, and other important terms.

  • Statement of Work/Invoices

    This is an ancillary document that must be included for each project after a customer has signed an MSA. The Statement of Work or Invoice will provide specific details on the product, quantity, dates of production, delivery, and price. Dividing these pieces will save your company time by allowing salespeople and lower-level managers to approve smaller projects once a vendor relationship has been established via the MSA.

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Client Testimonials

See what our current clients have to say

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Casey Gregersen

Ron helped us structure our residential development business, he had great advice on LLC formations, contract negotiations, and has become a trusted advisor on our most difficult real estate deals.
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Jay Bhaumik

As a medical professional, our industry faces constant regulatory and compliance oversight. Ron helped my company negotiate and protect us from legal liability when reviewing employee agreements, commercial leases, vendor agreements, and almost every contract we bring him. His guidance has allowed me to reach a new level of confidence knowing I have a lawyer to represent my interests and provide that peace of mind.

Over 3,000 clients served

Ron has helped developers raise foreign investment funds through the EB5 program and represented foreign investors from China, Hong Kong, United Kingdom, and India.

Over $1 billion of real estate transactions

Ron has conducted acquisitions of commercial real estate, new construction development, and all areas of asset management for shopping centers, retail strip malls, restaurants, office buildings, industrial and warehouse assets.

Ron has helped thousands of investors on BiggerPockets where he is a leading expert on real estate investing.

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