Service Contracts

Review our professional service agreements. These contracts protect both you and Purely Planned Consulting, ensuring clear expectations and professional standards.

⚠️ IMPORTANT LEGAL DISCLAIMER

These are DRAFT templates for informational purposes only.

These contracts must be reviewed and approved by a licensed attorney before use. Purely Planned Consulting is not providing legal advice. Laws vary by state and jurisdiction. Do not sign or use these agreements without proper legal counsel.

For actual service contracts, please contact us directly at nicole.mcallister.mgmt@gmail.com

Hourly Services Agreement

Professional lifestyle management services on an hourly basis

Best For:

One-time projects, trial services, flexible needs, event support, personal shopping, or specific organization projects.

1. Party Information

CLIENT INFORMATION

2. Scope of Services

Select the services you need:

3. Pricing & Payment

Hourly Rate: $75.00 per hour

Minimum Session: 4 hours ($300.00 minimum)

Billing: Time billed in 15-minute increments after 4-hour minimum

4. Key Terms

  • Cancellation Policy: 48+ hours notice = no charge | 24-48 hours = 50% fee | Under 24 hours = 100% fee
  • Late Payment: 1.5% per month (18% annually) after 15 days
  • Confidentiality: All client information kept strictly confidential
  • Insurance: Consultant maintains general liability insurance
  • Limitation of Liability: Capped at total amount paid in prior 30 days

Signatures

CLIENT

Signature: ____________________

PURELY PLANNED CONSULTING

Signature: ____________________

By signing, both parties acknowledge understanding and agreement to all terms and conditions.

Monthly Retainer Agreement

Ongoing lifestyle management services with priority benefits

Best For:

Clients needing 20+ hours per month, recurring services, priority scheduling, and dedicated support. This is the most cost-effective option for ongoing needs.

Monthly Retainer Agreement

For the complete retainer agreement with customizable hour packages, pricing tiers, and comprehensive terms,
please contact us at nicole.mcallister.mgmt@gmail.com

Key Features

  • Discounted Rates: $67.50-$75/hour depending on commitment level
  • Priority Scheduling: Guaranteed availability within preferred time windows
  • Dedicated Support: Direct line for urgent requests, 4-hour response time
  • Hour Packages: 20, 30, or 40 hours per month options
  • Rollover Options: Unused hours may roll to next month
  • All Services Included: Full access to all service categories
  • Monthly Reports: Detailed usage and activity summaries

Relocation Services Agreement

Complete moving project management from planning through setup

Best For:

Local or long-distance moves, executive relocations, downsizing projects. Comprehensive coordination from pre-move planning through final setup.

Relocation Services Agreement

For the complete relocation agreement with multi-phase timelines, vendor coordination protocols, and comprehensive scope options,
please contact us at nicole.mcallister.mgmt@gmail.com

Service Phases

  • Phase 1 - Pre-Move Planning: Assessment, decluttering, timeline creation, vendor selection
  • Phase 2 - Packing: Coordination, supervision, inventory system, special items handling
  • Phase 3 - Move Day: On-site supervision, mover coordination, problem-solving
  • Phase 4 - Unpacking & Setup: Organization, placement, home setup, final walkthrough

Pricing Options

  • Flat Fee Package: Starting at $2,000 for local moves (based on scope)
  • Hourly Rate: $75/hour (estimated hours provided upfront)
  • Hybrid: Fixed fee for planning + hourly for execution

Snow Bird Seasonal Services

Property management for seasonal residents

Best For:

Clients who split time between two properties (3-6 months each). Perfect for snowbirds heading to Florida, Arizona, or California for winter/summer seasons.

Snow Bird Seasonal Services Agreement

For the complete snow bird agreement with property opening/closing protocols, emergency response procedures, and seasonal package pricing,
please contact us at nicole.mcallister.mgmt@gmail.com

Included Services

Property Closing (Before Departure)

  • Deep cleaning coordination
  • Pack and store seasonal items
  • Adjust utilities, water, HVAC
  • Security system setup
  • Mail hold/forwarding
  • Final walkthrough

Property Opening (Before Arrival)

  • Pre-arrival deep cleaning
  • Turn on utilities 48 hours ahead
  • Test all systems
  • Grocery shopping and restocking
  • Unpack seasonal items
  • Welcome home preparation

During Absence

  • Weekly, bi-weekly, or monthly property checks
  • Visual inspection for issues
  • Run water and flush toilets
  • Mail and package collection
  • Vendor coordination (landscaping, pool, snow removal)
  • Emergency response 24/7

Master Services Agreement & NDA

Comprehensive confidentiality and service terms

Best For:

Executive clients, high-profile individuals, medical professionals, and anyone requiring strict confidentiality. Strongest privacy protections available.

Master Services Agreement & Non-Disclosure Agreement

For the complete master agreement with comprehensive confidentiality provisions, professional standards, and umbrella terms for all services,
please contact us at nicole.mcallister.mgmt@gmail.com

Confidentiality Protections

  • Complete Privacy: Never disclose client identity, name, address, or details
  • No Photography: Absolutely no photos without explicit written permission
  • No Social Media: Never mention, tag, or reference clients online
  • Indefinite Duration: Confidentiality survives termination forever
  • Property Security: All access codes, keys kept completely secure
  • Third-Party Restrictions: Minimal information shared with vendors
  • Professional Discretion: Enhanced security for executive clients

Who Should Use This Agreement

  • Fortune 500 executives and C-suite professionals
  • High-profile individuals requiring discretion
  • Medical professionals and healthcare executives
  • Clients with significant privacy concerns
  • Anyone requiring umbrella agreement for multiple service types

Contract Selection Guide

Which contract is right for you?

Quick Decision Tree

Is this a one-time project?

  • Moving/Relocation? → Use Relocation Services Agreement
  • Other single project? → Use Hourly Services Agreement

Is this ongoing service?

  • 20+ hours per month? → Use Monthly Retainer Agreement
  • Seasonal/two properties? → Use Snow Bird Services Agreement
  • Less than 20 hours/month? → Use Hourly Services Agreement

Extra confidentiality needed?

  • Executive or high-profile? → Use Master Services Agreement
  • Standard privacy sufficient? → Use service-specific agreement

What's Included in Each Contract

1. Hourly Services Agreement

✓ $75/hour | 4-hour minimum | Flexible services | Cancellation policy | Confidentiality

2. Monthly Retainer Agreement

✓ Discounted rates | Priority scheduling | Hour packages | Rollover options | Monthly reports

3. Relocation Services

✓ Multi-phase timeline | Vendor coordination | Packing supervision | Move day support | Setup

4. Snow Bird Services

✓ Property opening/closing | Regular checks | Emergency response | Vendor oversight | Travel prep

5. Master Agreement & NDA

✓ Comprehensive NDA | Executive privacy | No photography | Indefinite confidentiality

Next Steps

  1. Review the appropriate contract for your needs
  2. Fill in your information in the fillable fields (optional)
  3. Print or download for your records
  4. Contact us at nicole.mcallister.mgmt@gmail.com to discuss
  5. Schedule initial consultation to finalize terms
  6. Sign attorney-reviewed final agreement before services begin

Remember:

These are informational drafts only. All contracts must be reviewed by a licensed attorney before signing. Contact us directly for attorney-approved service agreements.

Email for Actual Contract