Summary

With this engagement, [service provider] will be supporting [company] in doing X, Y, Z activities as previously discussed. This work includes X and Y but does not include Z.

Goals for this project

We aim to achieve X KPI or to deliver X outcome / deliverable by X date.

Scope of work

The following is included in the project scope:

• Here is where you can list the various elements that are included in the scope
• You can list more of the elements here
• And here
• And here

Schedule

We will aim to work according to the following schedule with regular communication and check-ins with a primary point of contact throughout each project stage.

1. Phase One — e.g. Familiarizing ourselves with existing materials and data
   1. Expected time: 1 to 2 weeks
   2. Includes: Intake of all the existing materials and historical data.
   3. Purpose: Gain a clear understanding of COMPANY 1 brand and funnels, identify gaps in data or knowledge that we can fill in step two
2. Phase Two — e.g. Additional data collection and refinement
   1. Expected time: 1 to 2 weeks
   2. Includes: xyz
   3. Purpose: xyz
3. Phase Three — e.g. Deliver the deliverable
   1. Expected time: 3 to 4 weeks
   2. Includes: xyz

Final deliverable

At the end of this final phase, we will deliver XYZ thing, which includes:

• e.g. Overview deck with learnings and conclusions from the research and analysis
• e.g. Project plan with
  • Next steps for the team to execute
  • Timelines and expected outcomes
  • List of needed assets