One project. One shared understanding.

Use a master agreement and a project schedule

For ongoing clients, keep stable terms in the main agreement and specify rooms, dates, team size, and prices in each project schedule. Make clear which document controls if terms differ.

Scope changes need a simple route

PROJECT SCHEDULE
Service and location: [details]
Goals and exclusions: [details]
Dates and organizer-hours: [details]
Fees and approved expenses: [details]
Client responsibilities: [details]
Changes: We will describe additional work and its price in writing and obtain approval before proceeding.
Applicable agreement version: [date]
Accepted by: [names, signatures, dates]

Close the loop on packages

If a package includes 12 organizer-hours, record the number used after each visit and send the balance. Explain expiration, transfers, refunds, and unused time in locally reviewed terms before payment.

Before you use a sample

These are operational planning examples, not legal advice or a finished legal agreement. Have a qualified local lawyer review your terms, cancellation rights, fees, and liability language. Some in-home sales have statutory cancellation rights that a business policy cannot replace.