Agency Management Program by Dennis Yu - HTML preview

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SOW vs Contract Checklist

● Download and customize the CoachYu contract for your agency.

● Download and customize the CoachYu SOW for your agency.

● Create SOW and contract documents for your agency that are easily customizable for new clients.

But once we’re in, issuing more SOWs for each new chunk of work is often quick and easy.

Check out the example of a shortened version of a contract we will often use with clients when they first become a client

SOW (Statement of Work)

So, what goes into a SOW?

We want to answer who, what, when, how, and why in any SOW. Please look at these training videos since they will truly help you understand.

Master Agency Management | page 34

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The SOW details the work you did last year or the business requirements of who, what, when, where, and how.

Because we want to keep doing work with the client, we need a new SOW to cover this new time period. It is simply a few bullet points (we don’t need a new contract).

Now that you’ve seen a brief intro to the difference between contracts and SOWs, let’s learn even further.

This video will help you understand the difference between contracts, SOWs, and proposals and how to properly use each in your own agency.

Master Agency Management | page 35

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