No contract = Problems waiting to happen.
Here is the simple template I use.
THE SECTIONS:
1. SCOPE
"I will build [specific automation] that [does specific thing]."
List exactly what is included.
List what is NOT included.
2. TIMELINE
"Work begins on [date]. Target completion: [date]."
3. INVESTMENT
"Setup fee: $X (50% due before work begins, 50% upon completion)"
"Monthly maintenance: $X (begins after completion)"
4. MAINTENANCE INCLUDES
- Weekly monitoring
- Bug fixes
- Minor adjustments
- Email support
5. MAINTENANCE DOES NOT INCLUDE
- New features (quoted separately)
- New document types (quoted separately)
- Additional integrations (quoted separately)
6. REVISION POLICY
"Includes 2 rounds of revisions within original scope."
7. TERMINATION
"Either party can cancel with 30 days notice."
THE TOOLS:
HelloSign (free tier): Digital signatures
Google Docs: Draft the contract
PDF export: Professional delivery
THE CONVERSATION:
"I'll send over a simple agreement that outlines what we discussed. Just covers scope, timeline, and investment. Take a look and let me know if anything needs adjusting."
THE REALITY:
In 12 months and 11 clients:
- Contracts signed: 11
- Disputes about scope: 0
- Confusion about what's included: 0
Clear contracts prevent uncomfortable conversations.
THE MINIMUM:
Even for small projects, get in writing:
- What you're building
- What they're paying
- When it's due
Text message confirmation works better than verbal.
Do you have a simple contract template ready for your first client?