B2B Customer Agreement Package

Start Every Customer Relationship With the Right Contract

Your customer agreement is one of the most important contracts in your business. It defines what you're providing, how and when you get paid, what each party is responsible for and what happens when expectations aren't met.

And if you're signing customers regularly, the right agreement does more than protect your business - it can make your sales and contracting process more efficient.

Meyer Law's B2B Customer Agreement Package gives you a customized agreement built around your business model, offering and sales process, so you can start customer relationships from terms designed for your business rather than negotiating from someone else's paper.

Who This Package Is For

This package is a great fit for companies that:

• Sell products or services to other businesses
• Need a standard customer or client agreement
• Are currently selling on a handshake, proposal or purchase order without comprehensive legal terms
• Are using a generic or DIY contract
• Are signing customers regularly and want a repeatable contracting process
• Are moving into larger or enterprise sales
• Want to start negotiations from their own agreement rather than a customer's contract
• Need clearer terms around scope, payment, intellectual property, liability or termination

What's Included

Up to 1-Hour Consultation
We'll discuss your business, products or services, customers, pricing structure, sales process and the legal and commercial issues that matter most in your customer relationships.

Customized B2B Customer Agreement
A customer agreement tailored to your business and sales process.

Depending on your business, your agreement may address:

• Products or services being provided
• Scope and deliverables
• Fees and payment terms
• Customer responsibilities
• Changes to scope
• Intellectual property
• Confidentiality
• Warranties and disclaimers
• Indemnification
• Limitations of liability
• Term and termination
• Dispute resolution
• Other terms relevant to your customer relationships

Contract Structure Guidance
We'll discuss the most efficient way to structure your customer contracts, including whether your business would benefit from an order form, statement of work, master agreement or other repeatable contracting structure.

One Round of Revisions
You'll have an opportunity to review the initial draft and provide feedback before we finalize your agreement.

How It Works

Step 1: Purchase + Schedule
Purchase the package and schedule your consultation with our team.

Step 2: Tell Us How You Sell
We'll learn about your offering, customers, pricing, sales process and current contracting practices.

Step 3: We Draft
Our legal team prepares a customized customer agreement designed around your business.

Step 4: Review + Finalize
You'll review the draft, provide one round of feedback and receive your finalized agreement to incorporate into your sales process.

Frequently Asked Questions

Can I use this agreement with multiple customers?

The agreement is designed to serve as your company's standard form for customer relationships. Individual deals may require changes based on the customer, transaction or negotiated business terms.

Is this the same as the SaaS Agreement Package?

No. Our SaaS Agreement Package is specifically designed for software-as-a-service businesses and addresses SaaS-specific issues such as software access, subscriptions, usage restrictions and product-related data considerations.

The B2B Customer Agreement Package is designed for companies selling other products or services to business customers.

What if my customers want to negotiate the agreement?

That's normal, particularly with larger customers. This package gives your business a strong starting agreement. Customer-specific negotiations can be handled separately if you'd like Meyer Law to assist.

Does this include negotiating with my customers?

No. This package includes drafting your standard customer agreement and one round of revisions based on your feedback. Negotiation of individual customer transactions is outside the package and can be handled separately.

What if my customer sends me their contract instead?

Meyer Law can review and negotiate customer-provided agreements separately. This package is focused on creating your company's standard customer agreement.

What if my business uses Statements of Work?

We'll discuss your contracting structure during the consultation, and a baseline template will be created for you with this package, if applicable

How long does it take?

Most packages are completed within 1–3 weeks after your consultation and receipt of the information we need.

What Our Clients Say

“The lawyers at Meyer Law are a refreshing change from the lawyers we have worked with in the past. Not only are they responsive, fast and sharp legal minds, but they also take a genuine and tangible interest in the growth and success of our company.”

— SVP of Finance + Operations, PandaDoc Inc.

Build a Better B2B Sales Process

Get a customized customer agreement built around how your company actually sells.

Get Started today!