Strategy and Consulting Documents for potential clients. Examples of my documentation I send before we get started for larger projects.
Loren Weisman Strategy and Consulting Documents
Review List for potential clients.
Examples of the documentation I send before we get started.
I like for clients to feel safe and secure since a lot has to be shared in order to work on the communications, messaging and optics of a business, brand, person or product. These documents protect potential clients while at the same time hold both parties accountable. Which I believe is that way it should be and the way I like to work.
Smaller Invoices will receive just the invoice document with a summary of the work on the invoice it self.
Larger projects will include an:
Invoice (INV)
Statement of Work (SOW)
Strategic Services Agreement (SSA)
Mutual Non-Disclosure Agreement (NDA)
and in cases where a discount, time being gifted or sponsored, this last document will be added…
Gratuitous Services Agreement (GSA)
Strategy and Consulting Documents for Loren Weisman
Invoice
INV
Pretty self explanatory.
This Invoice includes an array of options on how to pay.
Statement of Work
SOW
The outline of the work that will be doing together.
If we are doing a discovery… this will be included in the SOW
Strategic Services Agreement
SSA
This outlines my responsibilities as well as your responsibilities for a project.
This includes a statement confirming your full ownership of what is created together as well as some other protective measures to ensure your safety and security.
Consulting Referral Agreement for Brand Communications Strategist
More Strategy and Consulting Documents
Mutual Non-Disclosure Agreement
NDA
This NDA brings another level of protection in what is shared for both parties. The more honest, transparent and true you can be with me, in turn allows me to help in the most effective ways for you.
Gratuitous Services Agreement
GSA
A clarification agreement stated that anything done in a reduced, discounted, gifted or free form belongs to you.
It is a clear documentation of the discount or gift for clarity and transparency.
These are the document examples to show you what will be coming.
Each one will be personalized to the project.
Top 100 Loren Weisman Quotes: Considerations for Branding, Communication and Marketing
Strategy and Consulting Documents Overview
A genuine and successful consulting relationship is built on transparency, structure, and mutual trust that trust begins even before a single strategy session takes place. The strategy and consulting documents provided here are not mere formalities; they are foundational tools for clarity, safety, and accountability on both sides.
Whether it’s the straightforward invoice, the detailed statement of work, or the comprehensive strategic services agreement, each document is thoughtfully crafted to protect your interests, encourage open communication, and clarify the path ahead. The inclusion of a mutual non-disclosure agreement ensures that what is shared remains secure, allowing for true insights and honest collaboration to flourish. When discounts or special services are involved, the gratuitous services agreement guarantees that every detail is transparent, reinforcing trust from day one.
As a brand communications and optics strategist, my commitment is to highlight the value of your expertise with integrity and to amplify your authority through authentic messaging. These documents reflect that same ethos ensuring that every concern is addressed upfront, every expectation is documented, and every project is grounded in fairness and clarity.
By establishing a solid, transparent foundation, both client and consultant can move forward with confidence, knowing that the terms are clear, the process is secure, and the focus remains where it should: on devising strategies that propel your brand and voice forward.
I believe collaboration should never feel risky.
Let these documents assure you that you are in safe, competent, and accountable hands from the very start.
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