Statement of Work Generator

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service

Statement of Work

Effective May 17, 2026

Service Provider

Hartwell Strategy Partners

Client

1. Scope of Work

Strategic market analysis for North America expansion. Three-phase engagement: market sizing, competitive landscape, and go-to-market recommendation. Each phase delivers a discrete artifact reviewed and accepted before the next phase begins.

Deliverables:

  • Market sizing report — TAM/SAM/SOM with sourced data and assumptions
  • Competitive landscape analysis covering the top 8 competitors and positioning gaps
  • Go-to-market recommendation with pricing model and entry sequencing
  • 45-minute final presentation to the leadership team with Q&A

Exclusions:

Implementation, hiring, vendor selection, and any advisory work beyond the final presentation are out of scope. Acceptance criteria: each phase deliverable approved in writing within 5 business days of submission; if no response is received within that window the deliverable is deemed accepted.

2. Compensation

Total Fee: $38,000.00

Payment Schedule: Milestone-based payments

Payment Terms: Net 15

Expense Reimbursement: No

Milestone Payments:

MilestoneAmount
On signing (25%)$9,500.00
Market sizing accepted (25%)$9,500.00
Competitive analysis accepted (25%)$9,500.00
Final presentation delivered (25%)$9,500.00

3. Confidentiality

Each party agrees to keep confidential all non-public information disclosed by the other party in connection with this Agreement. This obligation survives termination.

4. Intellectual Property

All deliverables produced under this Agreement become the property of the Client upon final payment. The Provider retains the right to display non-confidential work in portfolios and case studies unless otherwise agreed in writing.

5. Termination

Either party may terminate this Agreement upon 30 days' written notice. The Client remains obligated to pay for all work delivered up to the termination date.

Signatures

Service Provider

Hartwell Strategy Partners

Date: ___________________

Client

Date: ___________________

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