Consultancy Agreement Template for Agency Businesses (UK 2025)
Last updated: February 2025
Why Agency Businesses Need a Consultancy Agreement
Agency consultancy agreements engage external specialists for business strategy, operational improvement, financial advisory, or new capability development. Agencies commonly engage consultants to help with agency positioning, pricing strategy, new service development, and operational efficiency. The agreement must address the consultant's access to sensitive client information, the agency's commercial strategy, and the risk of the consultant sharing operational insights with competing agencies.
Key Clauses for Agency
- Strategic advisory scope and business improvement objectives
- Access boundaries for client-confidential and commercially sensitive information
- Competing agency restriction during the engagement period
- Deliverable format covering reports, workshops, and implementation support
Common Mistakes
- Not restricting the consultant from simultaneously advising directly competing agencies
- Granting the consultant unrestricted access to client information beyond what is necessary for the advisory engagement
Template Sections
- Advisory scope and improvement objectives
- Information access boundaries and restrictions
- Competitor restriction and confidentiality provisions
FAQ
Should an agency restrict a consultant from working with competing agencies?
For strategic engagements involving positioning, pricing, or operational insights, yes. Include a restriction preventing the consultant from advising directly competing agencies during the engagement and for a reasonable period afterwards, typically 3-6 months. The restriction should be proportionate to the sensitivity of the information shared and the consultant's fee level.
What access should an agency consultant have to client information?
Limit access to what is necessary for the advisory engagement. A consultant advising on operational efficiency needs access to workflow data and financial metrics but not individual client strategies. A consultant advising on service development may need to understand client types but not specific client identities. Define access levels in the agreement and require the consultant to comply with the agency's client confidentiality obligations.
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Get Started FreeThis is guidance for UK businesses, not legal advice. Templates are illustrative. Consult a solicitor for complex matters.
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