CT Roofer — engagement letter

The terms a Connecticut residential roofer signs before the first invoice.

Plain English, locked clauses, and a 30-day exit on either side. Six short sections — the exclusive territory promise in the client's own city, the $1,200/mo retainer billed through Stripe, the 30-day written cancellation either side, the defined deliverable set, full client ownership of the assets on exit, and the Connecticut registered entity and contracted cities the letter names.


Six sections, in order

What the Engagement Letter names, in the order it names it.

The letter itself is the contract — the written, signed version printed at claim time. This page is the plain-English restatement so a Connecticut residential roofer can read the same terms in the same order before they hit pay.

  1. A·01

    Exclusive territory — one roofer per city

    The clause below is the one Quorum Local and the client both sign on the date of engagement, by name. It is the same text embedded inside the persisted ServiceAgreement row at claim time — re-imported here verbatim so the public restatement and the contract cannot drift apart. If the wording ever changes, the change must touch src/lib/exclusivity-clause.ts first; the poster and the signing step pick it up together.

    Quorum Local agrees to take on one client per trade per city for the duration of this engagement. Until the client terminates this engagement in writing, Quorum Local will not onboard, market to, or render paid services for any other client operating in the same trade within the same city. In return the client pays the onboarding retainer on the date of signing and the monthly retainer on the first of each calendar month, and supplies the week-one delivery access (Google Business Profile, NAP, trade-vertical specifics) requested on the onboarding form.

    Read plainly: Quorum Local will not onboard, market to, or render paid services for any other residential roofer in the client's contracted city for the life of the engagement. The client pays the on-time onboarding charge on the date of signing and the monthly retainer on the first of each calendar month, and supplies the week-one handover access (Google Business Profile, NAP, HIC # HIC-0641298) requested on the onboarding form.

  2. A·02

    Retainer — $1,200/month, billed through Stripe Checkout

    The on-time onboarding charge and the first monthly retainer are paid through Stripe Checkoutthe moment the client signs the Engagement Letter — a single hosted checkout session, no card-data entry inside this app, no stored credentials outside the operator-controlled Stripe Express account. From that point forward the retainer is a flat $1,200 a month, billed monthly on the Engagement Letter.

    Each monthly invoice is issued by the operator after review — there is no auto-renewing Stripe subscription silently charging the card at month-end. Twelve months of the retainer pre-paid through the annual tier is $14,400; same scope, same deliverables, same 30-day exit, no separate negotiation.

    Where Stripe Tax applies, the Stripe invoice carries a separate tax line computed from the client's billing address; if Stripe Tax is disabled on the connected account, the invoice carries the retainer total only. The plain-English tax restatement lives on /legal/tax.

  3. A·03

    30-day written cancellation — either side, no penalty

    Either side ends the engagement with 30 days of written notice, no penalty. There is no auto-renew trap, no early-termination fee, and no per-lead clawback. The notice period is the same on the client side and the operator side so symmetry holds in writing, not just in practice.

    Notice is sent in writing to the address printed on the Engagement Letter (the registered business address below) and acknowledged within one business day. The 30-day window runs from the date the notice is acknowledged, and the final invoice covers the 30-day tail. The Engagement Letter is the source of truth for the rate and the notice period; this page is the plain-English restatement that the rate and notice period do not drift between the letter and the published terms.

  4. A·04

    Defined deliverable set — the entire retainer scope

    The retainer is the entire scope. Five deliverables ship, in this order, end-to-end. If the account is going to need work outside this list, the operator names it on the first call and quotes it as a separate line item before any work starts — nothing is billed sideways mid-engagement.

    1. Google Business Profile management.Category and service tuning, citation cleanup, weekly photo cadence, Q&A seeding, and a written response playbook for every review (positive, neutral, negative). The GBP is the highest-ROI surface a Connecticut residential roofer has, and most shops let it drift.
    2. Local SEO for the contracted city.City and neighborhood pages, on-page structure, internal linking, and the steady technical work that keeps the client ranking for high-intent searches (“roofer near me,” “storm damage repair Hartford,” “roof replacement New Haven”).
    3. Paid Meta, opt-in after local presence is solid.Page-level ad account opened in the client's name; audience built from the real service area; creatives written for the calls a Connecticut roofer owner actually gets. Paid Meta turns on shortly after week four — not before.
    4. Review generation, routed private-first. Text-back flows after every completed job. Private feedback is intercepted before it hits a public review site; public feedback is routed to Google with the response script the office runs.
    5. Monthly attribution reporting, in plain English. One page a month. Calls, forms, booked jobs, and the dollar that produced each. No login, no dashboard to learn. The point is that the client can read it on the call with the bookkeeper.
  5. A·05

    Asset ownership on exit — full client handoff, nothing escrowed

    On the date the engagement ends — whether initiated by the client, by the operator, or by the 30-day notice period closing out — the client owns, in their name, every asset the engagement produced. Nothing is held in escrow; nothing has to be migrated.

    • Google Business Profile— handover grant, owner of record remains the client.
    • Vertical-listed site at /v/roofer— domain, content, and any assets tied to it transfer with the client.
    • Meta (Facebook + Instagram) ad account— opened in the client's name from day one, stays in the client's name on exit.
    • Reporting data— the full monthly attribution history exports with the client, no retention by the operator.
    • Creative— ad copy, photo selection, GBP photo library, anything produced during the engagement transfers with the client.
  6. A·06

    CT anchor — registered entity, registered address, contracted cities

    For Connecticut residential roofing engagements the contracted territory is one of the three cities below — picked at claim time, locked for the life of the engagement:

    • Hartford, CT
    • New Haven, CT
    • New Britain, CT

    State registration: Connecticut Home Improvement Contractor (HIC) # HIC-0641298.

    Registered business entity: build-placeholder

    Registered business address:
    build-placeholder

    The same entity and address are printed on every Stripe invoice, and on the engagement letter the client signs at claim time. To request the full registered address on file (used on the Engagement Letter and on the State of Connecticut contractor registry), write build-placeholder.

Read the letter before you sign it

Read the retainer terms or write us with a question.
Same shape as the close on /legal/tax and the home page — the published pricing page has the $1,200/mo rate and the three-tier checkout, this page has the rest of the letter parsed out clause by clause. If yours is not here, write us; the next batch of questions becomes the next revision of this page.
Read the retainer termsEmail usReplies within one business day