Messaging and Optics Documents Review for potential clients. Examples of the documentation I send before we get started.

messaging and optics documents, loren weisman, potential clients

Messaging and Optics Documents Review for potential clients. Examples of the documentation I send before we get started.

messaging and optics documents, loren weisman, potential clients, featured imageMessaging and Optics Documents Review for potential clients.
Examples of the documentation I send before we get started.
UPDATED – 06-06-2024


I like for clients to feel safe and secure since a lot has to be shared in order to work on the messaging and optics of a business, brand, person or product.


Smaller Invoices will receive just the invoice document with a summary of the work on the invoice it self.


Larger projects will include an:
Invoice (INV)
Statement of Work (SOW)
Strategic Services Agreement (SSA) 
Mutual Non-Disclosure Agreement (NDA) 
and in cases where a discount, time being gifted or sponsored, this last document will be added…
Gratuitous Services Agreement (GSA)


The Invoice
INV
Pretty self explanatory. This Invoice includes an array of options on how to pay.
Invoice Example Link


Statement of Work 
SOW
The outline of the work that will be doing together.
Statement of Work Example Link
If we are doing a discovery… this will be included in the SOW
Discovery Process Example


Strategic Services Agreement
SSA
This outlines my responsibilities as well as your responsibilities for a project.
This includes a statement confirming your full ownership of what is created together
as well as some other protective measures to ensure your safety and security.
Strategic Services Agreement Example


Mutual Non-Disclosure Agreement
NDA
This NDA brings another level of protection in what is shared for both parties. The more honest, transparent and true you can be with me, in turn allows me to help in the most effective ways for you.
Non-Disclosure Agreement Example


Gratuitous Services Agreement
GSA
A clarification agreement stated that anything done in a reduced, discounted, gifted or free form belongs to you.
It is a clear documentation of the discount or gift for clarity and transparency.
Gratuitous Services Agreement Example


These are the document examples to show you what will be coming. Each one will be personalized to the project.


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Loren Weisman is a messaging and optics strategist.
Weisman keeps a focus on the communication, connotations, engagement, compliance and stability of each brand, persona or product.
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Weisman is also the host of the FSG messaging and optics podcast; Wait What Really OK.

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LW Website
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© 2025 Loren Weisman. All Rights Reserved ® ℗
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Messaging and Optics Documents Review for potential clients. Examples of the documentation I send before we get started.
About Brand Communications and Optics Strategist Loren Weisman 66 Articles
Loren Weisman is a Brand Communications and Optics Strategist who specializes in illuminating authoritative intelligence and amplifying authentic experts. With a keen eye, ear and nose for detail as well as a passion for transparency, Loren is able to help authentic and authoritative businesses and individuals build robust brand and communication foundations that resonate in truth, tact and trajectory.