Free agency template

Write scope your delivery team can use.

Turn a broad retainer agreement into an operational boundary with deliverables, limits, exclusions and change control.

Runs entirely in your browser · nothing is sent to MarginRail · operational drafting support, not legal advice

Define the boundary

Operational scope boundary

A signed agreement is not an operational boundary.

Contracts are written to form an agreement. Account teams need a shorter view that answers the daily question: is this request included, limited, excluded or commercially undecided?

Quantities matter

“Social media support” is difficult to enforce. “Eight LinkedIn posts, one newsletter and two revision rounds” gives the team a boundary it can compare with a real request.

Write the client assumptions

Late content, fragmented feedback and extra approvers consume delivery capacity. State the response times, source-material requirements and approval owner the price assumes.

Decide how additions move

Every boundary needs a calm change policy: charge, trade or defer before work starts. The template creates operational drafting support, not a substitute for a reviewed contract.