Embeth is a senior lawyer at Sprintlaw. Having previously practised at a commercial litigation firm, Embeth has a deep understanding of commercial law and how to identify the legal needs of businesses.
What Should Be Included In A Marketing Service Agreement?
- 1. Scope Of Services (The “What Are We Paying For?” Section)
- 2. Timeframes, Milestones, And Turnaround Times
- 3. Fees, Ad Spend, And Payment Terms
- 4. Approvals And Brand Control
- 5. Intellectual Property (IP): Who Owns The Content, Strategy, And Creative?
- 6. Confidentiality And Data Handling (Including Customer Lists)
- 7. Reporting And Communication
- Key Takeaways
If you’re hiring someone to “do your marketing”, it can feel like you’re buying something a bit intangible. You might be paying for strategy, content, ads, SEO, email campaigns, influencer outreach, or all of the above - and results can take time.
That’s exactly why a Marketing Service Agreement matters. It’s the document that turns “we’ll help grow your business” into clear, enforceable expectations about what’s being delivered, when it’s due, how much it costs, and what happens if things go wrong.
This guide is updated to reflect how marketing services are commonly delivered today (including performance-based and digital-first campaigns), and what New Zealand business owners should lock in up front so you’re protected from day one.
What Is A Marketing Service Agreement?
A Marketing Service Agreement is a contract between a business (you) and a marketing provider (like a freelancer, agency, or consultant) that sets out:
- what marketing services will be provided
- the scope and deliverables (what you’re actually getting)
- fees, payment terms, and what’s included vs extra
- timeframes and milestones
- who owns the work (and when)
- confidentiality and data handling
- how the relationship can end (and what happens at handover)
In practice, this agreement helps you avoid common disputes like “we thought that was included”, “we didn’t approve that ad spend”, or “can we take our accounts and content back if we leave?”
Marketing can be a long-term relationship, so it’s worth getting the paperwork right early - especially if the provider is managing your brand voice, customer communications, or paid advertising accounts.
Is A Marketing Service Agreement The Same As “Terms And Conditions”?
Sometimes marketing providers use standard “terms and conditions” (particularly agencies), and sometimes it’s a tailored service agreement signed by both parties. Either can work - what matters is that the contract is clear, complete, and actually reflects how you’ll be working together.
If the arrangement includes ongoing services and variable scope, it’s common to use a core contract plus a Statement of Work (SOW) or proposal that lists deliverables for each month or project.
When Do You Need A Marketing Service Agreement?
You’ll usually want a Marketing Service Agreement any time you’re paying someone to do marketing work for your business - even if it’s a “small” engagement. Marketing work can affect your reputation quickly, and a misunderstanding about scope or approvals can become expensive.
Common situations where a written agreement is a must-have include:
- Ongoing retainers (monthly SEO, ads management, social media management, email marketing)
- Project work (brand strategy, campaign build, website copywriting, landing pages)
- Paid ads where someone is spending your money (Google Ads, Meta Ads, TikTok Ads)
- Access to your accounts (social media accounts, email platforms, analytics tools, CRM)
- Use of customer data (audience lists, remarketing, email marketing segments)
- Commission or performance-based marketing (lead-gen arrangements, revenue share campaigns)
Even when you trust the provider, a contract makes sure everyone is working from the same playbook - and it gives you something to rely on if a dispute comes up later.
What If You’re Just Using A Proposal Or Email Thread?
A proposal or email thread can still form a contract in New Zealand if it shows agreement on key terms, but it’s usually not the kind of contract you want to rely on.
Email chains often miss the important legal protections - like IP ownership, confidentiality, limitation of liability, termination, and what happens to logins and ad accounts at the end.
If you want something built for how you actually operate, a tailored Marketing Service Agreement is the cleaner (and safer) option.
What Should Be Included In A Marketing Service Agreement?
There’s no one-size-fits-all agreement because “marketing services” can mean a lot of different things. But there are some core clauses that protect you in almost every setup.
1. Scope Of Services (The “What Are We Paying For?” Section)
This is the section that prevents scope creep - and stops the relationship from turning into a vague “do more marketing” arrangement.
A good scope clause usually covers:
- the specific channels involved (SEO, Google Ads, Meta Ads, EDMs, content, influencer marketing, etc.)
- what deliverables are included (number of posts, campaigns, landing pages, reports)
- what’s excluded (for example, video production, photography, web development)
- what the provider needs from you to do the work (brand assets, approvals, product info)
If the work will evolve over time, it’s common to keep the agreement stable and use an SOW or proposal each month to define deliverables.
2. Timeframes, Milestones, And Turnaround Times
Marketing delays aren’t always about the provider - sometimes they’re waiting on content, approvals, product shots, or access to accounts.
To keep things moving, it helps to include:
- start date and term (fixed term or ongoing)
- milestones (campaign launch dates, reporting dates)
- client review/approval timeframes (for example, “you’ll provide feedback within 3 business days”)
This reduces frustration on both sides and makes it easier to track what’s causing delays.
3. Fees, Ad Spend, And Payment Terms
Marketing agreements often combine different cost types:
- service fees (retainer, project fee, hourly rate)
- ad spend (your budget paid to platforms like Google/Meta)
- third-party costs (stock photos, tools, contractors, influencers)
Your contract should make it crystal clear:
- what the service fee covers
- how ad spend is approved and capped
- whether the provider can incur costs on your behalf (and what approvals are needed)
- when invoices are issued and when payment is due
- late payment consequences (if any)
This is also where you can clarify whether results are guaranteed (usually not) and how performance will be measured (for example, reporting KPIs vs guaranteed outcomes).
4. Approvals And Brand Control
One of the biggest risks in marketing is reputational - a post goes out with the wrong claim, tone, price, or promotion terms.
It’s common to include:
- who has final approval of content and ads
- what needs approval vs what can be posted without approval
- brand guidelines and required disclaimers
- what happens in urgent situations (for example, pausing ads during a product issue)
This is especially important if you’re in a regulated space (health, finance, alcohol, or anything involving strong consumer claims).
5. Intellectual Property (IP): Who Owns The Content, Strategy, And Creative?
IP is where many marketing arrangements get messy.
Without a clear clause, you can end up in a situation where:
- you’ve paid for content but don’t actually own it
- you can’t reuse graphics or copy after the relationship ends
- you don’t control access to ad accounts, pixels, or campaign data
Most businesses want to own the deliverables they’ve paid for (like ad creatives, copy, designs, landing pages). But providers may also bring pre-existing templates, processes, or tools they want to keep.
A well-drafted marketing agreement separates:
- your background IP (logo, brand assets, product photos you provide)
- their background IP (templates, methodologies, proprietary processes)
- project IP (new content and deliverables created during the engagement)
If your marketing provider is also building or maintaining a website or software elements, you may also need tighter IP and licence terms (and sometimes a separate arrangement such as an IT Service Agreement).
6. Confidentiality And Data Handling (Including Customer Lists)
Marketing providers often access sensitive commercial information, such as:
- customer lists and email databases
- ad account performance data
- product launch plans
- pricing and promotions
- logins and access credentials
Your agreement should include confidentiality obligations and practical controls (like how information is stored and who can access it).
If the provider is handling personal information (like email lists or customer data), you also need to think about your obligations under the Privacy Act 2020. In many cases, you’ll want your Privacy Policy aligned with what your marketing provider is doing (for example, email marketing, tracking pixels, remarketing, and lead forms).
7. Reporting And Communication
Marketing can feel stressful when you don’t know what’s happening behind the scenes.
Your agreement can set expectations for:
- how often reporting is provided (weekly, fortnightly, monthly)
- what’s included in reports (KPIs, spend, leads, recommendations)
- meeting cadence (monthly review calls, quarterly strategy sessions)
- communication channels and response times
This isn’t just “nice to have” - clear reporting obligations can be the difference between a productive relationship and one where you’re paying invoices without knowing what’s being delivered.
What NZ Laws Should You Keep In Mind When Outsourcing Marketing?
A Marketing Service Agreement is a private contract, but it sits within a wider legal framework. Even if your provider is running your campaigns, you can still be responsible for what’s published under your brand.
Fair Trading Act 1986: Advertising Claims Need To Be True
The Fair Trading Act 1986 is a big one for marketing. In simple terms, it prohibits misleading or deceptive conduct, false or misleading representations, and unfair practices in trade.
That means advertising claims like “guaranteed results”, “lowest price”, “clinically proven”, “was $199 now $99”, or “limited stock” need to be accurate and supportable.
Your agreement should clearly set out:
- who is responsible for verifying claims (usually you, as the business)
- the approval process before ads go live
- what happens if content needs to be corrected or pulled
Consumer Guarantees Act 1993: Don’t Undercut Your Own Customer Promises
If your marketing promises refunds, delivery timeframes, product performance, or “hassle-free returns”, those promises need to match what your business can actually deliver.
New Zealand’s consumer law framework (including the Consumer Guarantees Act 1993) can apply alongside what you say in ads and on your website, so it’s worth making sure marketing content aligns with your actual customer policies.
Unsolicited Messages And Email Marketing Rules
If your provider is running email marketing campaigns, you’ll want to be confident that your practices are consent-based and that emails include proper unsubscribe functionality. Your contract can require the provider to follow your internal processes and applicable legal requirements.
If you’re unsure, it’s often worth tightening your website and customer-facing terms as well, such as your Website Terms and Conditions and privacy settings.
Copyright And Creative Ownership
Marketing work involves a lot of content: photos, videos, fonts, music, graphics, written copy, and templates.
Your agreement should address:
- whether the provider warrants that deliverables don’t infringe third-party IP
- who pays for stock assets and licences
- what happens if a platform issues a takedown notice
These clauses help you avoid being stuck with unusable content after you’ve paid for it.
Common “Watch Outs” In Marketing Service Agreements
Most marketing disputes aren’t about bad intentions - they’re about mismatched expectations. Here are a few common issues we see when agreements are unclear or too one-sided.
“Guaranteed Results” And Vague KPIs
Marketing performance depends on many factors (your product, pricing, website conversion rate, seasonality, competition, and budget). Because of that, most legitimate providers won’t guarantee specific results.
What you can do is define:
- what “success” looks like (leads, ROAS, conversion rate improvements, email list growth)
- what reporting will be provided and how often
- what optimisation work is included
If you are agreeing to performance-based fees, make sure the agreement defines how performance is tracked, what counts as a lead or sale, and what happens if tracking breaks.
Account Ownership: Who Controls Your Ad Accounts And Social Media?
If the provider creates ad accounts under their own business manager, you may lose visibility and control later - especially if you switch agencies.
It’s worth specifying:
- which accounts must be created in your name
- who is the admin/owner
- handover obligations at the end (including access, pixels, audiences, and reporting)
This is one of those “small” details that can cause a major headache when you’re trying to transition.
Subcontracting And Who Is Actually Doing The Work
Some marketing providers outsource parts of the work (design, copywriting, SEO link building, or ads optimisation). That’s not necessarily a problem - but you should know what’s happening and who is accountable.
Your agreement can cover:
- whether subcontracting is allowed
- whether you need to approve subcontractors
- who is responsible for the subcontractor’s work and any mistakes
If you’re hiring a solo consultant, it may also be relevant whether they’re treated as an independent contractor, and whether you need a broader Contractor Agreement framework for other projects too.
Limitation Of Liability Clauses
Marketing agreements often try to cap the provider’s liability (for example, to the fees you paid in the last 1–3 months). Sometimes a cap is reasonable - but it should match the risk.
For example, if the provider has control over ad spend, publishes content without approval, or handles sensitive customer data, you may want a more balanced position.
This is also where the agreement may include indemnities (promises to cover losses) for certain types of problems, like IP infringement or unauthorised use of third-party assets.
Termination And The Exit Plan
Even if you’re expecting a long-term relationship, you should plan for a clean exit from day one.
Strong termination clauses deal with:
- notice periods (for example, 14 or 30 days)
- termination for breach (like non-payment or repeated failure to deliver)
- what happens to work in progress
- handover obligations (access, assets, reports, logins)
- final invoicing and refunds (if any)
A clear exit plan also reduces the chance of disputes when you want to switch direction, bring marketing in-house, or change providers.
How Do You Set Up A Marketing Service Agreement That Actually Works In Practice?
A good agreement doesn’t just “sound legal” - it should match how you and the provider actually work day to day.
Here are practical steps to get it right.
1. Get Clear On The Commercial Model
Before the contract is drafted, confirm whether the arrangement is:
- a monthly retainer
- a fixed-fee project
- hourly ad hoc support
- performance-based or commission-based
Different models require different legal protections (particularly around scope, reporting, KPIs, and termination).
2. Separate “Deliverables” From “Results”
To avoid disappointment, make sure the agreement distinguishes:
- deliverables (what the provider must do and produce)
- outcomes (what you hope will happen in the market)
You can still include outcome-focused KPIs, but they should be framed sensibly (for example, reporting against targets rather than guarantees).
3. Decide What Needs Approval And What Doesn’t
If your provider is posting content, running ads, or sending emails under your brand, approvals are everything.
Set a workable approval process so campaigns don’t stall - but also so nothing goes live without the right checks.
4. Make IP Ownership And Handover Non-Negotiable
If you’re paying for creative work, you’ll typically want to own it (or at least have a broad licence to use it indefinitely).
If you’re also investing in brand assets (like a name, logo, or tagline), you might also consider protecting that brand separately through trade mark registration and a longer-term IP strategy.
5. Align Your Other Core Documents
Marketing doesn’t operate in a vacuum. The claims in your ads should align with what customers see on your website and what your internal team can actually deliver.
Depending on your business, it can be worth ensuring your customer-facing documents are consistent too - for example your Service Agreement (if you deliver services) or other sales terms.
And if you’re hiring internally to manage marketing alongside an agency, you’ll want proper Employment Contract terms in place so roles, responsibilities, and IP ownership are clear.
Key Takeaways
- A Marketing Service Agreement sets clear expectations about scope, deliverables, fees, approvals, IP ownership, confidentiality, and how the relationship ends.
- If a marketing provider is managing ad spend, publishing content, or accessing customer data and accounts, a written agreement is essential for risk management.
- Your agreement should clearly separate deliverables from outcomes, so you know what you’re paying for while keeping performance expectations realistic and measurable.
- Marketing activity must comply with key New Zealand laws like the Fair Trading Act 1986 (misleading claims) and consumer law obligations around pricing, refunds, and representations.
- IP ownership and account ownership (ad accounts, social media, pixels, data) should be agreed up front to avoid painful handover disputes later.
- Termination and handover clauses are crucial - plan for a clean exit from day one, even if you expect a long-term partnership.
If you’d like help putting a Marketing Service Agreement in place (or reviewing the one you’ve been sent), you can reach us at 0800 002 184 or team@sprintlaw.co.nz for a free, no-obligations chat.


