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How We Ensure Your
Project Success

We are excited to work with you and are 100% focused on creating a strong relationship with you as we help you develop a marketing engine that gets you results.

As we’ve worked with clients over the years, we’ve learned what works well to support project success. This document identifies the way we work with clients and what we’ll need from you.

Copy, Revisions, and Approvals

Background Materials Supplied by You:

The copy and content we write is based primarily on background material provided by you, the client.

Depending on our project, helpful materials for you to send us include items like brochures, product and service information, back issues of newsletters, market research studies, testimonials from satisfied clients, complaint letters, examples of competitors’ materials, etc.

We may also conduct interviews with you, your employees, or other members of your team as required to develop premium content offers and inbound campaign blog posts.

If you need us to do extensive research outside of the materials you provide in order to create original content, there may be an additional fee to be quoted separately. If we see that additional fees are necessary, we’ll quote them to you and get approval prior to spending your money.

Background material that you send to us in preparation for the project will not be returned to you unless specific arrangements have been made in writing prior to the project.

Reviews and Approvals:

We will send workflows, sequences, email content, chatbots, forms and other content to you for approval.

We request that you review the copy and let us know of any changes or revisions within that timeframe; if we don’t hear back from you, we will publish the blog as scheduled.

Edits and Revisions:

Your project or retainer fee includes one standard revision and two minor revisions, unless the revision is based on a change in the assignment made after copy is submitted (which requires a Change Order).

     Turnaround time for minor revisions is 2-3 business days
     Turnaround time for major revisions is 7-10 business days

If additional revisions are needed for either copy or concepts, an additional fee may apply.

Change Orders

If a change of direction requires significant additional hours, a Change Order will be issued to amend the original agreement, based on the new direction.

If changes in concept direction, format, or content come after strategy, copywriting, and/or design have been completed, a Change Order will be issued and updated strategy or rewriting will be charged at an additional fee.

Copy Legality

Every effort will be made to make your copy comply with the law. However, it is your responsibility to submit all copy for legal review if needed.

You are also responsible for final proofreading of all the copy. We have multiple eyes review your copy before we ever send it to you, but we’re human, too. You have the final review, so when we receive approval back from you, we take that to mean it is exactly how you want it.

You are absolutely indemnifying ClearBox Strategies from any and all losses, claims, damages, and liabilities, which may arise from the use of the work, including but not limited to any and all instances of inclusion or omission.


Meeting Logistics:

Weekly and Monthly meetings are by telephone or ZOOM conference (great for screen shares); once a quarter, we will invite you to come to our office for an in-person meeting.

For our phone meetings, we will call you at our prearranged time; we’ll ask you for the best number to reach you at the time we schedule our meetings.

For video meetings, we’ll send you a calendar invite with the login link at the time the meeting is scheduled. Please add the meeting to your calendar so you will have the link when the time comes.

Meeting Start and End Times:

To support our effective working relationship, our meetings are designed to start and end on time. If we’re in the middle of something at the end of our scheduled time, we’ll assess at that time whether we’ll run late, resume during the next scheduled call, or use email to reach completion.

If You’re Running Late for a Meeting:
If you are not available to begin promptly at our scheduled meeting start time but are still able to begin before our scheduled meeting end time, we will use whatever minutes may remain; however, please understand that the meeting will still end at the designated time.

Meeting Reschedule Policy:

We firmly believe that good relationships are based upon understanding and communication. We respect your valuable time, and in return, we expect you to respect ours. Because the scheduling of a meeting involves reserving time specifically for you, we request a minimum notice of 48 business hours by email.

If you have an emergency, such as an illness or accident, and need to reschedule less than 48 business hours in advance, please let us know by email right away (if at all possible) and we will work with you to reschedule at a time that is convenient for all parties. Last minute cancellations may result in rescheduling fees.

If we have planned a significant event with you – such as a photo or video shoot – we ask that you are fully prepared and on-time. Delaying or rescheduling an event such as this may result in additional costs to you for our time and effort in organizing required people and equipment. We appreciate your understanding and respect for our efforts on your behalf.

Contact Between Scheduled Meetings:
If you wish to connect with us in between scheduled meetings with a question, a challenge, a success, or an inquiry, please feel free to email us at any time. We will make every attempt to respond to your e-mail within one business day; we will also offer short touch-base phone calls if needed.

Problems, Concerns, or Questions:
We are 100% committed to your success. If you feel there is some part of our working relationship that isn’t supporting you the way you want or need, or if you want to clarify something, it is your responsibility to say so. We appreciate, respect, and value your honesty, and we will work with you to resolve the situation.