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Consultation Agreement

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CONSULTATION AGREEMENT

BETWEEN:

[CLIENT LEGAL NAME] (ABN/ACN: [CLIENT ABN/ACN])
of [CLIENT ADDRESS]
("Client")

AND:

Panther & Cub Pty Ltd (ABN: [YOUR ABN])
of Sydney, NSW, Australia
("Consultant" or "Panther & Cub")

EFFECTIVE DATE: [DATE]


1. CONSULTATION OVERVIEW

Consultation Type: [e.g., E-Commerce Audit / Marketing Audit / Technical Audit / Strategy Session]

Consultation Description:

[Brief description of the consultation scope, objectives, and expected outcomes]


2. SCOPE OF SERVICES

2.1 Services

Consultant will provide the following services:

[Detailed description of consultation services]

Examples by type:

For Audits:

  • Comprehensive analysis of [website/marketing/technical infrastructure]
  • Review of [specific areas]
  • Competitive benchmarking
  • Performance assessment
  • Issue identification and prioritization
  • Strategic recommendations

For Strategy Sessions:

  • Review of business objectives and challenges
  • Analysis of current approach
  • Strategic recommendations
  • Prioritized action plan
  • Q&A and discussion

For Advisory Services:

  • Expert guidance on [specific topic]
  • Review and feedback on [specific materials]
  • Recommendations and best practices
  • Implementation planning

2.2 Methodology

Consultant will employ the following approach:

Week 1: Intake & Data Gathering

  • Kickoff call (60 minutes)
  • Access provisioning
  • Data collection and review
  • [Stakeholder interviews, if applicable]

Week 2-[X]: Analysis

  • Deep-dive into [systems/performance/data]
  • Competitive research
  • Issue identification
  • Insights development
  • Recommendations formulation

Week [X]: Reporting

  • Written report ([40-80] pages)
  • Prioritized action plan (quick wins + long-term strategy)
  • Presentation call ([60-90] minutes)
  • Q&A session

2.3 Out of Scope

The following are explicitly excluded:

  • Implementation of recommendations (available separately)
  • Ongoing support beyond the follow-up period
  • [Other exclusions specific to this consultation]

3. DELIVERABLES

3.1 Core Deliverables

Client will receive:

DeliverableDescriptionDelivery Date
[Deliverable 1][e.g., Comprehensive audit report][DD/MM/YYYY]
[Deliverable 2][e.g., Prioritized action plan][DD/MM/YYYY]
[Deliverable 3][e.g., Presentation and Q&A][DD/MM/YYYY]

3.2 Report Contents

The final report will include:

  • Executive summary
  • Current state assessment
  • Issues and opportunities identified
  • Prioritized recommendations (quick wins + strategic initiatives)
  • Expected impact of recommendations
  • Implementation roadmap
  • Resource requirements
  • [Other specific sections]

3.3 Delivery Format

Deliverables will be provided in:

  • PDF format (final report)
  • Presentation format (Google Slides or PowerPoint)
  • Supporting materials and documentation
  • [Other formats as specified]

4. TIMELINE

Start Date: [DD/MM/YYYY]

Completion Date: [DD/MM/YYYY]

Duration: [2-3 weeks / 4-6 weeks] from start date

Key Milestones:

MilestoneDateDeliverable
Kickoff[DD/MM/YYYY]Access granted, data collection begins
Midpoint Check-in[DD/MM/YYYY]Preliminary findings discussion
Report Delivery[DD/MM/YYYY]Complete written report
Presentation[DD/MM/YYYY]Presentation and Q&A session

Timeline Contingency:

Timeline assumes Client provides timely access and information per Section 6. Delays may extend the completion date accordingly.


5. FEES AND PAYMENT

5.1 Consultation Fee

Total fee: [CURRENCY] $[AMOUNT] (exclusive of GST/taxes)

5.2 Payment Terms

Option A - Two Payments:

  • 50% deposit: [CURRENCY] $[AMOUNT] - Due upon execution
  • 50% final payment: [CURRENCY] $[AMOUNT] - Due upon report delivery

Option B - Single Payment:

  • 100%: [CURRENCY] $[AMOUNT] - Due upon execution

5.3 Invoice Terms

  • All invoices due within seven (7) days ("Net 7")
  • Payment by bank transfer, credit card (Stripe), PayPal, or wire transfer
  • Late payments incur 2% monthly interest (or maximum legal rate)

5.4 Expenses

Expenses are [INCLUDED / NOT INCLUDED].

If not included, pre-approved expenses will be billed separately with documentation. This may include:

  • Third-party tools and subscriptions (audit tools, analytics platforms)
  • Travel expenses (if on-site consultation)
  • Research materials

5.5 Taxes

All fees exclusive of applicable taxes. Client responsible for sales tax, GST, VAT, and similar taxes (excluding taxes on Consultant's income).


6. CLIENT RESPONSIBILITIES

6.1 Access and Materials

Client will provide by [DATE]:

  • Access to necessary platforms and systems (admin/view level)
  • Analytics and performance data (past [6-12] months)
  • Historical documentation or previous audits
  • Competitor information (if known)
  • Business goals and context
  • [Platform-specific access:]
    • Google Analytics / GA4
    • Google Search Console
    • Ad platforms ([Meta / Google / TikTok])
    • Email platform ([Klaviyo / Mailchimp])
    • E-commerce platform ([Shopify / WooCommerce])
    • [Other specific platforms]

6.2 Availability

Client agrees to:

  • Attend kickoff call ([60] minutes)
  • Attend presentation call ([60-90] minutes)
  • Respond to questions within [24-48 hours]
  • Provide [NAME/ROLE] as primary contact

6.3 Information Accuracy

Client warrants that all provided information is accurate, complete, and current to the best of their knowledge.


7. POST-DELIVERY SUPPORT

7.1 Follow-Up Period

Consultant will provide thirty (30) days of follow-up support from report delivery, including:

  • Clarification on recommendations
  • Answers to questions about the report
  • Guidance on prioritization
  • Assistance understanding findings

7.2 Support Excludes

Follow-up support does not include:

  • Implementation of recommendations
  • Additional analysis or research
  • Ongoing consultation
  • New questions outside the original scope

7.3 Implementation Services

If Client wishes to proceed with implementing recommendations, Consultant can provide:

  • Implementation project proposal
  • Ongoing retainer support
  • Hourly consultation

These services require a separate agreement and are subject to Consultant's availability.


8. INTELLECTUAL PROPERTY

8.1 Ownership of Deliverables

Upon receipt of full payment, all intellectual property rights in the deliverables (audit report, analysis, recommendations) transfer to Client.

8.2 Pre-Existing Materials

Consultant retains rights to:

  • Methodologies, frameworks, and processes
  • Templates and tools
  • General knowledge and experience
  • Work created for other clients

8.3 Client Data

Client retains all ownership of data and information provided to Consultant. Consultant may not use Client data for purposes other than this consultation without explicit permission.

8.4 Anonymized Case Studies

Consultant may use anonymized, de-identified findings from this consultation in research, training materials, or aggregate industry benchmarking, provided no information identifies Client.


9. CONFIDENTIALITY

9.1 Confidential Information

Both parties agree to maintain confidentiality of proprietary information exchanged during this engagement, including:

  • Business strategies and financial information
  • Customer and performance data
  • Technical information
  • Strategic plans
  • Audit findings (before public disclosure by Client)

9.2 Exclusions

Confidential information excludes information that:

  • Is or becomes publicly available through no breach
  • Was known prior to disclosure
  • Is independently developed
  • Is required to be disclosed by law (with prompt notice)

9.3 Duration

Confidentiality obligations survive termination for two (2) years.


10. WARRANTIES AND DISCLAIMERS

10.1 Consultant Warranties

Consultant warrants that:

a) Services will be performed professionally consistent with industry standards
b) Consultant has authority and expertise to perform services
c) Recommendations based on industry best practices and Consultant's experience
d) Consultant maintains professional indemnity insurance

10.2 Limitations

Consultant's findings and recommendations are based on:

  • Information provided by Client
  • Data available during the consultation period
  • Industry standards and best practices as of the consultation date

Consultant is not responsible for:

  • Accuracy of Client-provided information
  • Changes in circumstances after consultation
  • Client's implementation decisions
  • Third-party actions or recommendations

10.3 Disclaimer of Warranties

EXCEPT AS EXPRESSLY PROVIDED, SERVICES ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. CONSULTANT DISCLAIMS ALL IMPLIED WARRANTIES INCLUDING MERCHANTABILITY AND FITNESS FOR PARTICULAR PURPOSE.

10.4 No Guarantee of Results

Consultant does not guarantee specific business outcomes, revenue improvements, cost savings, or other results from implementing recommendations. Results depend on implementation quality, timing, market conditions, and factors beyond Consultant's control.


11. LIMITATION OF LIABILITY

11.1 Cap on Liability

IN NO EVENT SHALL EITHER PARTY'S TOTAL AGGREGATE LIABILITY EXCEED THE TOTAL CONSULTATION FEE PAID BY CLIENT.

11.2 Exclusion of Damages

IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST REVENUE, OR LOST BUSINESS OPPORTUNITY.

11.3 Exceptions

Limitations do not apply to:

  • Breach of confidentiality obligations
  • Gross negligence or willful misconduct
  • Amounts owed for fees and expenses

11.4 Client's Reliance

Client acknowledges that:

  • Recommendations are advisory only
  • Client makes final implementation decisions
  • Client is responsible for implementation outcomes
  • Professional judgment required when applying recommendations

12. TERMINATION

12.1 Termination by Either Party

Either party may terminate with written notice:

Before work begins:

  • Client receives full refund of deposit
  • No work product delivered

After work begins:

  • Client pays for work completed to date (pro-rata)
  • Client receives all work completed and in progress
  • No refund of payments for completed work

12.2 Termination for Cause

Either party may terminate immediately if the other party:

a) Materially breaches and fails to cure within seven (7) days
b) Becomes insolvent or files for bankruptcy
c) Provides false or misleading information

12.3 Survival

Sections 8 (IP), 9 (Confidentiality), 10 (Warranties), 11 (Limitation of Liability), and 14 (General Provisions) survive termination.


13. FORCE MAJEURE

Neither party liable for failure to perform due to circumstances beyond reasonable control. If force majeure continues more than fourteen (14) days, either party may terminate without penalty.


14. GENERAL PROVISIONS

14.1 Governing Law and Jurisdiction

This Agreement is governed by the laws of New South Wales, Australia. Both parties submit to the exclusive jurisdiction of NSW courts.

14.2 Entire Agreement

This Agreement constitutes the entire agreement and supersedes all prior negotiations.

14.3 Amendment

This Agreement may only be amended by written agreement signed by both parties.

14.4 Independent Contractor

Consultant is an independent contractor, not an employee. Consultant is responsible for own taxes, insurance, and business expenses.

14.5 Assignment

Neither party may assign without prior written consent.

14.6 Notices

All notices in writing to:

To Client:
[CLIENT NAME]
[CLIENT ADDRESS]
Email: [CLIENT EMAIL]

To Consultant:
Panther & Cub Pty Ltd
Sydney, NSW, Australia
Email: [email protected]

14.7 Severability

If any provision is found invalid, remaining provisions remain in full force.

14.8 Counterparts

This Agreement may be executed in counterparts. Electronic signatures have the same effect as originals.


15. ACCEPTANCE

By signing below, both parties agree to be bound by the terms of this Consultation Agreement.


EXECUTION

CLIENT

Signed: ______________________________

Name: [CLIENT SIGNATORY NAME]

Title: [CLIENT SIGNATORY TITLE]

Date: ____/____/____


PANTHER & CUB PTY LTD

Signed: ______________________________

Name: [YOUR NAME]

Title: [YOUR TITLE]

Date: ____/____/____