01Scope of Work
[PLACEHOLDER] Describe how scope is agreed for website projects, CRM setup and VIP Implementation, and state that work outside the agreed scope is quoted separately.
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The working terms for website, CRM setup and VIP Implementation engagements.
Last updated · September 16, 2026
Placeholder text pending final review. The language below is an editable starting point, not legal advice. Have your attorney review and replace it before relying on it.
[PLACEHOLDER] Describe how scope is agreed for website projects, CRM setup and VIP Implementation, and state that work outside the agreed scope is quoted separately.
[PLACEHOLDER] List what the client provides: brand assets, copy, service details, domain access, account access, timely feedback and approvals.
[PLACEHOLDER] Describe the project stages (discovery, design, build, review, launch), review windows, and what happens if feedback is delayed.
[PLACEHOLDER] State the number of revision rounds included and how additional revisions are billed.
[PLACEHOLDER] State that domains, hosting, phone/SMS credits and other third-party subscriptions are the client’s responsibility and billed by those providers.
[PLACEHOLDER] Describe what the client owns at handoff, what remains licensed to Lux Financial Clinic, and how account ownership is transferred.
[PLACEHOLDER] Describe the post-launch support window included and the options for ongoing support.
[PLACEHOLDER] Insert mutual confidentiality language covering business information shared during the engagement.
[PLACEHOLDER] State that the client is solely responsible for the legality of their credit services offering, licensing, bonding, contracts and disclosures in their state.
[PLACEHOLDER] Describe how either party may pause or end an engagement and how completed work is invoiced.
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