SAMPLE DOCUMENT — This is an example service agreement for demonstration purposes only. Client details are fictional.
Automation · CRM · Web · AI Integration
Juan Carrillo
Orange County, CA
juanjessyc@gmail.com

SERVICE AGREEMENT

Agreement # OCD-SA-2025-011
Service Provider
OC Dev Co
Juan Carrillo
Orange County, CA
AND
Client
Apex Wellness Clinic
Dr. Sandra M. (Director)
Irvine, CA
Effective Date
October 1, 2025
Est. Completion
October 22, 2025
Total Value
$1,430.00
Rate
$65 / hour
1. Scope of Work

OC Dev Co agrees to deliver the following specific items for Apex Wellness Clinic. Work outside this scope requires a written change order.

GHL CRM Setup
Account configuration, 8 pipeline stages, custom contact fields, staff user accounts with role-based permissions
Patient Intake Form
Multi-step web form: demographics, insurance, chief complaint, appointment preference. Embeds on client website via iframe.
Appointment Request Form
Returning patient short form: name, DOB, service type, preferred date/time. Includes calendar integration via GHL calendar widget.
Automated Follow-Up Sequence
3-message SMS sequence triggered on new intake submission. Includes confirmation (immediate), reminder (24 hrs before), post-appointment check-in (24 hrs after).
Staff Training Session (1 hr, remote)
Walkthrough of CRM, pipeline management, and how to monitor incoming leads. Recorded for team reference.
NOT included in this agreement:
  • Website design or hosting
  • HIPAA compliance audit or consulting
  • Ongoing monthly maintenance (available as add-on)
  • Content writing or copywriting
2. Payment Terms

Total project value is $1,430.00, payable in two installments:

Deposit (Due Now)
$350
Before work begins
Milestone
$500
After forms approved
Final
$580
On delivery / launch day

Accepted payment methods: Zelle, Venmo, PayPal, Check. Invoices unpaid after 14 days of the due date may incur a 5% late fee. Work may pause on accounts 7+ days overdue.

3. Revisions

Each deliverable includes 2 rounds of revisions at no charge. A revision is defined as a change to the approved scope — not a new feature request. Revision requests must be submitted within 7 days of delivery.

Additional revision rounds beyond the included 2 are billed at $65/hr with a minimum 1-hour charge.

4. Ownership & Intellectual Property

Upon receipt of final payment in full, the Client owns all deliverables created under this agreement, including form code, automation workflows, and any custom scripts. OC Dev Co retains no license to sell or repurpose these specific deliverables.

OC Dev Co retains the right to list this engagement as a portfolio reference (anonymized if requested) and to display work samples publicly.

5. Support Guarantee

30-Day Bug Fix Guarantee: If any delivered feature stops working due to a defect in the original build, OC Dev Co will fix it at no charge within 30 calendar days of delivery. This does not cover issues caused by third-party platform changes, client modifications, or features outside the agreed scope.

6. Limitation of Liability

OC Dev Co's total liability under this agreement shall not exceed the total fees paid. OC Dev Co is not liable for indirect, incidental, or consequential damages including lost revenue or data loss. Client is responsible for complying with any industry-specific regulations (e.g., HIPAA) applicable to their business.

7. Termination

Either party may terminate this agreement with written notice. If Client terminates after work has begun, all hours worked to the termination date are billed at $65/hr. Any deposit paid is non-refundable once work has started. Completed deliverables are released to Client upon payment for work completed.

Agreed and Accepted

By signing below, both parties agree to the terms stated in this agreement.

Service Provider
Juan Carrillo
Juan Carrillo
Owner, OC Dev Co
Signed: October 1, 2025
Client
Sandra M.
Dr. Sandra M.
Director, Apex Wellness Clinic
Signed: October 1, 2025