Delta Audit Agreement

1. Overview

This Delta Audit Agreement governs one-time diagnostic, strategic, and account-review services provided by Next Step Marketing. The Delta Audit is designed to identify marketing leaks, conversion gaps, tracking issues, offer problems, website friction, lead-flow breakdowns, paid advertising opportunities, and practical next-step recommendations based on the information available during the audit.

The Delta Audit is separate from Momentum Engine, Momentum Website, hosting, advertising management, SEO, implementation retainers, and other ongoing services unless a written agreement states otherwise.

Your accepted proposal, invoice, order form, or written scope may include additional details about the audit price, timeline, deliverables, review session, access requirements, and optional follow-up services. If there is a conflict between this Agreement and a signed written agreement, the signed written agreement controls for that specific engagement.

This Agreement is a working business draft and should be reviewed by qualified legal counsel before production use.

2. Audit Scope

The Delta Audit may include review of some or all of the following, depending on the accepted scope and available access:

• website pages, landing pages, funnels, and conversion paths
• paid advertising accounts, campaigns, offers, creative, targeting, and account structure
• local SEO visibility, Google Business Profile, reviews, citations, and search presence
• forms, calls, tracking, analytics, attribution, and reporting signals
• lead follow-up, CRM or pipeline flow, response speed, handoff points, and missed-opportunity patterns
• customer journey, service positioning, offers, messaging, trust signals, and quote-flow friction
• competitor positioning, market context, or priority service opportunities

The Delta Audit is a diagnostic and recommendation engagement. It does not include implementation, advertising management, SEO fulfillment, website development, landing-page buildout, CRM setup, automation setup, copywriting, design production, integrations, remediation, or ongoing consulting unless separately stated in writing.

3. Client Responsibilities

Client agrees to provide accurate business information, timely responses, required access, screenshots, reports, context, ad account permissions, website access, call tracking data, analytics access, CRM or lead-flow visibility, Google Business Profile access, and other materials reasonably needed to complete the audit.

Client is responsible for the accuracy of claims, pricing, guarantees, licenses, service descriptions, promotions, business representations, customer data, and other information provided to Next Step Marketing.

If access, approvals, context, or required materials are delayed, incomplete, inaccurate, or unavailable, the audit may be delayed, limited, or completed based on the information reasonably available.

4. Access, Security, and Third-Party Platforms

The Delta Audit may require temporary access to third-party systems such as advertising platforms, analytics tools, call tracking providers, websites, hosting accounts, CRMs, communication tools, Google Business Profile, form tools, job-management platforms, or other external systems.

Client is responsible for granting appropriate access and removing access after the audit if desired. Next Step Marketing may request that access be granted through secure user permissions rather than shared passwords where practical.

Next Step Marketing is not responsible for outages, unavailable data, missing permissions, account restrictions, platform policy enforcement, attribution changes, API changes, historical data limitations, tracking gaps, or other limitations in third-party systems.

5. Fees, Payment, and Refunds

Fees, audit charges, review-session charges, rush fees, and optional follow-up service fees are governed by the accepted proposal, invoice, order form, or written agreement. Pricing is intentionally handled in the accepted proposal, invoice, order form, or written agreement rather than in this Agreement.

Unless otherwise stated in writing, the Delta Audit is a one-time engagement and payment is required before the audit is scheduled. The Delta Audit is non-refundable after the discovery call. Work may include intake review, account access review, discovery, analysis, preparation, strategy work, report creation, review-session preparation, or other audit activity.

Failure to pay on time may result in suspension or cancellation of audit work, reporting, review sessions, access review, or support.

6. Deliverables and Completion

The standard Delta Audit flow is booking, discovery call, audit preparation, and follow-up review call. The follow-up review call is typically scheduled during the discovery call. Typical turnaround is approximately seven days after the discovery call and receipt of required access, although timing may vary based on scope, Client responsiveness, data availability, platform access, and other dependencies.

The audit deliverable may include a written report, findings document, scorecard, action plan, video walkthrough, live review session, recommendations, prioritized next steps, or another output described in the accepted scope.

The Delta Audit is complete when the agreed deliverable, report, findings, review session, walkthrough, or other scoped output has been delivered, presented, or made reasonably available to Client.

If Client does not schedule, attend, or respond regarding a follow-up review session within 30 days after the deliverable has been made available or Next Step Marketing has attempted to schedule the session, Next Step Marketing may treat the audit as complete.

Where possible, Next Step Marketing may remove its own access from Client accounts, platforms, websites, analytics tools, advertising accounts, or other systems after the audit is complete.

7. Ownership and Use Rights

Client retains ownership of its pre-existing business materials, customer data, account data, platform data, logos, trademarks, photos, videos, testimonials, and other materials Client provides.

Next Step Marketing retains ownership of its proprietary methodologies, diagnostic frameworks, scoring systems, audit templates, analysis structures, internal documents, research methods, strategy frameworks, background intellectual property, and reusable systems.

Subject to full payment, Client may use the final audit findings and client-specific recommendations created for Client’s business for Client’s internal business operations.

Client may not resell, publish, license, transfer, package, train models on, or commercially exploit Next Step Marketing’s audit frameworks, templates, scoring systems, diagnostic methods, or reusable materials without written permission.

Next Step Marketing may use audit learnings, patterns, and insights internally, including with Client-identifying information when reasonably needed for internal operations, service improvement, training, quality control, or follow-up service planning. Next Step Marketing may use anonymized or aggregated audit insights in marketing, sales materials, education, or case-study style content, provided Client is not identified unless Client separately agrees in writing.

8. Recommendations and No Guaranteed Outcome

The Delta Audit is based on available information, access, data quality, platform visibility, market conditions, and professional judgment at the time of review. Findings and recommendations may change if new information becomes available or if platforms, competitors, budgets, markets, or client operations change.

Next Step Marketing does not guarantee that implementing audit recommendations will produce a specific number of leads, estimates, booked jobs, sales, close rates, cost per lead, return on ad spend, ranking positions, traffic levels, review volume, conversion rates, or other business outcomes unless expressly stated in a signed written guarantee.

Client is responsible for deciding whether and how to implement recommendations. Implementation may require additional budget, third-party tools, platform changes, website changes, operational changes, sales process changes, content, advertising spend, technical work, or separate services.

9. Follow-Up Services

Follow-up implementation, Momentum Engine enrollment, advertising management, managed website work, SEO, content creation, CRM configuration, automation setup, tracking fixes, call tracking setup, design, development, integrations, reporting, or ongoing consultation are not included unless separately scoped in writing.

If Client chooses to move forward with follow-up services, those services will be governed by the applicable proposal, agreement, statement of work, or terms for that service.

If Client enrolls in an eligible Momentum Engine follow-up service within seven days after the Delta Audit review presentation, Next Step Marketing may credit the Delta Audit fee toward the applicable setup fee unless the accepted proposal states otherwise. Credits have no cash value, are not refundable, and may not be transferred to unrelated services unless agreed in writing.

10. Acceptable Use and Compliance

Client may not use the audit or related materials to promote unlawful, misleading, deceptive, restricted, or prohibited offers, or to violate advertising, privacy, telemarketing, messaging, accessibility, intellectual property, consumer-protection, platform, or industry-specific rules.

Next Step Marketing may pause, suspend, limit, or refuse audit work if continued work would create material legal, compliance, deliverability, platform, account, privacy, reputation, or security risk.

11. Confidentiality

Each party may receive non-public business, marketing, account, customer, operational, financial, or technical information from the other party. Each party agrees to use reasonable care to protect confidential information and to use it only for the audit and related business purposes.

Confidential information does not include information that is publicly available, already known without restriction, independently developed, or lawfully received from another source.

12. Limitation of Liability

To the fullest extent permitted by law, Next Step Marketing will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost data, business interruption, advertising spend, missed opportunities, lost rankings, platform account actions, third-party outages, or decisions made based on audit recommendations.

Any direct liability cap should be finalized in the production version of this Agreement.

13. Changes to This Agreement

Next Step Marketing may revise this Agreement from time to time and publish the updated version on this page or provide notice through another commercially reasonable method. The version in effect at the time Client purchases the Delta Audit generally governs that audit unless otherwise agreed in writing.

14. Contact

Questions about this Agreement may be directed to strategy@nextstepmarketing.com.