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Welcome to your MAAI Marketing & Digital retainer package! We’re so excited to be working with you and can’t wait to help you grow and scale your business.

 

This form will guide you through all the important details we need to get started on your marketing retainer. If you have any questions at all, don’t hesitate to get in touch - we’re here to help.

 

We’ll keep you updated as the process develops. Linking accounts can sometimes be a bit of a roadblock, but once we’re up and running, you can rest easy knowing your marketing is off your plate!

Business Information

Branding & Assets

If you have any assets on Canva please share them with me kirsty@maaimarketinganddigital.co.uk (drop me a message if you need instructions!)

Accounts

Step-by-Step Instructions:


  1. Log Into LinkedIn

  2. Go to Your Company Page

    • Click on your profile icon in the top right corner, and from the drop-down menu, select "View profile".

    • On your profile page, scroll down and look for the “Experience” section. Under your current job, you’ll see your Company Page.

    • Click on the Company Page name.

  3. Access the Admin Tools

    • Once you’re on your company page, click on the “Me” icon (your profile picture) in the top-right corner of the page.

    • From the drop-down menu, select “Admin Tools”.

  4. Manage Admin Roles

    • Under Admin Tools, click “Manage Admins”. This will take you to the section where you can assign roles for your LinkedIn page.

  5. Add Me as an Admin

    • Click on “Add Admin”.

    • In the search bar, type my name or email address (the one I used to send the invitation) and select me from the list.

    • You can choose from different admin roles. To give me full access, select the “Admin” role.

  6. Save Changes

    • After selecting the role, click “Save” or “Done” to add me as an admin of your LinkedIn company page.


To ensure I can manage your Instagram content, please follow the steps below. I’ll need to be added as a Business Profile Manager to assist with your posts, stories, and engagement. Complete these before Facebook as this may work for both!


  1. Log Into Instagram

    • Open the Instagram app or visit www.instagram.com and log in with your business account credentials.

  2. Go to Your Profile

    • Once logged in, click on your profile picture in the bottom right corner to go to your Instagram profile.

  3. Access Settings

    • On your profile page, tap the three horizontal lines (also called the "hamburger menu") in the top right corner.

    • Then, tap Settings at the bottom of the menu.

  4. Link to Facebook (if not linked already)

    • Scroll down and tap Account.

    • Under Account, click Linked Accounts and then tap Facebook.

    • If Facebook is not connected, you will need to log in with the Facebook credentials that are linked to your business page. (This is essential for adding roles).

  5. Go Back to Settings

    • Once linked to Facebook, return to Settings and tap on Business under the “Account” section.

  6. Add a New Admin Role (via Facebook)

    • From here, Instagram relies on your Facebook Page settings to manage roles. You will need to follow the same process as described in the Facebook instructions I gave you above to add me as an Editor to the Facebook Page.

    • This will automatically provide me access to manage your Instagram as well.

  7. Assign Me as Editor on Facebook

    • Complete the steps as described in the Facebook guide to add me as an Editor under Page Roles.

    • Once I am added as an editor to the Facebook business page, I’ll be able to manage your Instagram account as well.


Step-by-Step Instructions:

  1. Log into Your Facebook Account

    • Log into the Facebook account that is currently the Admin of the business page.

  2. Go to Your Page

    • Click on your profile picture in the top right corner of Facebook, then select the business page from the dropdown menu, or go directly to your Page if it’s already visible.

  3. Navigate to Page Settings

    • On the left-hand side, look for the Settings option (it’s near the bottom of the left-side menu) and click on it.

  4. Access the ‘Page Roles’ Section

    • In the settings menu, find and click on Page Roles under the "General" tab.

  5. Add a New Role

    • Under Assign a New Page Role, type in my name or email address associated with my Facebook account.

    • Once you start typing, my name will appear in the dropdown. Select it.

  6. Choose My Role

    • From the dropdown menu, select ‘Editor’ (this will allow me to post, schedule, and manage the content on the page).

  7. Click ‘Add’

    • After selecting the role, click Add. You may be asked to enter your Facebook password to confirm the action.

  8. Send Invitation

    • I will receive an invitation to join the page with the selected role. Once I accept the invitation, I’ll have access to manage your content.

Add Us as a TikTok User


This gives us the access needed to plan and post content smoothly.

Steps:

  1. Open the TikTok app

  2. Go to Profile

  3. Tap the ☰ (menu) in the top right

  4. Select Settings and privacy

  5. Tap Security & permissions

  6. Choose Manage devices / Manage account access

  7. Select Add user or Account access

  8. Add the following email address: kirsty@maaimarketinganddigital.co.uk

  9. Set the role to Editor (or equivalent)


Review Schedule

Would you like to review your content before it is sent/posted?
Yes
No
Other

Communication

How do you prefer to be communicated with
Email
WhatsApp

Compliance

Invoicing

To ensure smooth project flow, we invoice in advance, so your package will begin with an invoice for the upcoming month or quarter's work. Would you like to be invoiced monthly or quarterly?
Monthly
Quarterly

Marketing Retainer Agreement – Terms & Conditions

These Terms & Conditions apply to all marketing retainer services provided by MAAI Marketing & Digital (“MAAI”, “we”, “us”) to the client (“you”, “the client”).


1. Scope of Services

The retainer covers only the services outlined in the agreed proposal, statement of work, or written confirmation.

  • Additional services cannot be added to the retainer without prior agreement and may incur additional costs.

  • Services may be swapped within the retainer, provided:

    • Equivalent time and resource requirements are maintained, and

    • Reasonable notice is given to allow for planning and scheduling.

  • Any work requested outside of the agreed scope will be quoted and approved separately before commencement.


2. Retainer Fees & Invoicing

  • Retainer fees are invoiced monthly in advance or quarterly in advance, as agreed at the start of the engagement.

  • All invoices are payable within 14 days of the invoice date (or immediately for quarterly retainers, if specified).

  • Work may be paused if payment is overdue.


3. Minimum Term & Cancellation

  • All retainers have a minimum commitment of three (3) months.

  • After the initial term, either party may cancel the agreement by providing three (3) months’ written notice.

  • This notice period allows for forward planning, resource allocation, and completion of work already scheduled or in progress.

  • Fees paid in advance are non-refundable.


4. Client Responsibilities

Effective delivery relies on collaboration. The client agrees to:

  • Provide timely access to information, content, assets, logins, and approvals.

  • Respond to feedback and approval requests within reasonable timeframes.

  • Ensure all supplied content is accurate, lawful, and approved for use.


Delays in approvals or content provision may affect timelines, outcomes, or the volume of work deliverable within the retainer period.


5. Performance & Outcomes

  • Marketing performance is influenced by external factors including market conditions, competition, audience behaviour, and platform algorithms.

  • While MAAI applies professional expertise and best practice, specific results or outcomes cannot be guaranteed.

  • Success is dependent on a strong working relationship, clear communication, and timely collaboration between both parties.


6. Platform Responsibility Waiver

MAAI is not responsible for:

  • Changes to social media, search, advertising, or third-party platforms (including algorithm updates, account restrictions, or policy changes).

  • Platform outages, technical errors, or changes to features or performance.

  • Decisions made by third-party platforms that impact reach, visibility, or results.


7. Third-Party Costs

  • Third-party costs (including but not limited to advertising spend, software subscriptions, printing, hosting, or stock assets) are not included in the retainer unless explicitly stated.

  • These costs will be invoiced separately or paid directly by the client.


8. Use of Third-Party Contractors

MAAI may engage trusted third-party freelancers or specialists to support delivery of services under the retainer.

  • All work remains managed by MAAI.

  • The client acknowledges that multiple contributors may work on their account where appropriate.


9. Communication & Availability

  • Communication will take place via agreed channels (e.g. email, project tools, scheduled calls).

  • The retainer does not include unlimited availability or out-of-hours support unless agreed in writing.


10. Pauses & Holidays

  • Retainers are designed for continuous delivery and planning.

  • Pauses are not permitted during the minimum term unless agreed in writing.

  • Any planned holidays or reduced capacity will be communicated in advance.


11. Intellectual Property

  • Upon full payment, ownership of final approved deliverables passes to the client, unless otherwise agreed.

  • MAAI retains the right to reference work for portfolio, case study, or promotional purposes unless confidentiality is agreed in writing.


12. Confidentiality

Both parties agree to keep confidential any commercially sensitive or proprietary information shared during the engagement.


13. Force Majeure

Neither party shall be liable for failure or delay in performance caused by events beyond reasonable control, including but not limited to acts of God, government restrictions, strikes, illness, or technical failures.


14. Termination for Breach

Either party may terminate this agreement with immediate effect if the other party materially breaches these terms and fails to remedy the breach within a reasonable timeframe.


15. Limitation of Liability

MAAI shall not be liable for indirect or consequential losses, including loss of revenue, profit, or opportunity.

Total liability shall not exceed the fees paid under the retainer in the three months preceding any claim.


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