Business worksheet
Customer engagement letter template
Draft the scope, price, payment terms and delivery dates for a customer job. Use the worksheet to prepare a letter, then download or print your notes.
Dzaleka Online Services
Before you start
Useful for: Tailoring, design, catering, photography, tutoring, beauty services, repairs, and freelance digital work.
- Confirm the customer’s name, phone number, and preferred contact method.
- Be clear about the work you are providing and what is not included.
- Decide the deposit, final payment terms, and how changes will be handled.
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Your worksheet
Type your notes below, then download or print a copy. Notes stay on this page and are not saved when you leave.
Customer and business details
Record the basic contact information clearly at the top of the letter.
What is your business name, phone number, and email or WhatsApp?
Who is the customer and how will you contact them?
When was this agreement made?
Scope of work
Explain exactly what work will be delivered and any important limits.
What are you providing?
List the main items, sessions, deliverables, or service stages.
Write any items the customer may assume but that are not part of the price.
Timing and approvals
Set out the timeline and points where the customer must respond or approve.
When will work begin?
When should the final work be ready?
What must the customer approve before the next stage?
Price and payment terms
Make the money side easy to understand.
What is the full agreed price?
Is any payment due before work starts?
When is the balance due and by which method?
Changes, cancellation, and delays
Decide now how changes will be handled.
What happens if the customer wants extra work or changes after approval?
What happens if the work is cancelled after you have started?
How will you handle delays and keep the customer updated?
Confirmation and sign-off
End with a clear record that both sides understand the agreement.
What short statement confirms that both sides agree?
Who signs or confirms on behalf of the business?
Who signs or confirms on behalf of the customer?
Keep a copy of your notes
The text file opens in a text editor. You can also choose “Save as PDF” in your browser’s print menu.
Worked example
A fictional business, shown to help you fill in the worksheet.
Chuma Creative Studio: Graphic design and printing support
A small design service preparing a poster and event flyer package for a community organisation.
Scope and timing
- Work includes one poster, one flyer design, and one round of minor edits.
- Start date is Monday and final delivery is Friday afternoon.
- Customer must approve the draft by Wednesday evening.
Price and payment
- Total price is MWK 95,000.
- Deposit of MWK 40,000 is paid before design begins.
- Remaining balance is paid before print-ready files are sent.
Changes and sign-off
- Extra edits beyond the agreed round are billed separately.
- If the customer pauses feedback for more than 5 days, the timeline moves.
- Both sides confirm the agreement by WhatsApp and name.