EM Marketing (EM)
Client SOW Information

Dear [opportunity field=”Client_Contact__c”],

We are excited about the opportunity to work with [opportunity field=”ORGANISATION_ID”]. Thank you for providing the following critical information for the creation of your Statement of Work (SOW) and contracts.

Insightly | Client SOW Information

1. Is there a signed Master Service Agreement (MSA) between Client and EM in place?

Please provide the name and email address of the best person to contact to set up a MSA.

MSA Set-up Contact Name

MSA Set-up Contact Email

2. We list a main contact on each invoice. Please provide the name and email for who should be listed on the Invoice.

Invoice Name

Invoice Email

3. Besides Finance or Accounts Payable and the main contact, who else should receive copies of the invoices for this project? Please provide email addresses separated by commas.

CC Invoice Email

4. Who should sign the Statement of Work (SOW) for this project?

Signer Name

Signer Email

Signer Title

5. Who should receive a copy of the signed SOW? Please provide names and email addresses separated by commas.

CC SOW Name

Please provide names separated by commas.

CC SOW Email

Please provide email addresses separated by commas.

6. What is the expectation of Consultant(s) working onsite?

Please provide work location(s):

7. How should travel time be handled for this project? *

Comments on Other Travel Time

8. How should travel expenses be handled for this project?

Comments on Other Travel Expenses

9. How should project expenses be handled for this project?

10. Please comment on special expense budgets (e.g., Travel Expenses, Project Expenses) needed that need to be tracked separately (provide specific budget amounts for each type of budget)

11. Do invoices or expenses need to specify a PO or Cost Center?

PO (may enter “in process”)

Cost Center

12a. Will any Consultant require network access to confidential Client systems?

12b. Will any Consultant have access to confidential data which includes Personally Identifiable Information (PII)?

Please issue a laptop and systems access to the Consultant in order to safeguard your data.

13. Select all items you will provide - Hold down Command (Mac) or Ctrl (PC) while clicking to select multiple items. Client laptop is recommended to safeguard confidential information.

What else is needed?

14. Are there any Client paid days off for Consultants (e.g., paid holidays, office shut-downs) - how should these be handled?

15. Please comment on any responses above that need more detail or explanation:

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EM Marketing (EM) Client SOW Information

Please provide the name and email address of the best person to contact to set up a MSA.

2. We list a main contact on each invoice. Please provide the name and email for who should be listed on the Invoice.

4. Who should sign the Statement of Work (SOW) for this project?

5. Who should receive a copy of the signed SOW? Please provide names and email addresses separated by commas.

EM Marketing (EM)
Client SOW Information