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Onboarding Trial Overview – Dental Practice 2025 (Invitation only)
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Agreement – Onboarding Dental Practice

Last updated on October 20, 2025 | bluecatweb.com

1. Project Overview

This Agreement outlines the terms under which [[YOUR COMPANY NAME]] (“Provider”) will design and deliver a website and related services for [[CLIENT NAME]] (“Client”). The project includes the planning, design, development, and launch of a website according to specifications discussed during consultation, with all deliverables, pricing, and timeline details confirmed upon acceptance of this Agreement.

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  • Project Name: [[PROJECT NAME]]

  • Client Business Name: [[CLIENT BUSINESS NAME]]

  • Contact Email: [[CLIENT EMAIL]]

2. Project Scope

The Provider agrees to deliver a custom website that meets the Client’s business goals, including but not limited to visual design, page development, responsive formatting, and any additional features specifically agreed upon. The scope includes assets, functionalities, and integrations described during onboarding, and any additions requested beyond this scope may incur extra charges.

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  • Number of Pages: [[# OF PAGES]]

  • Platform/CMS: [[WEB PLATFORM]]

  • Additional Features: [[ADDITIONAL FEATURES]]

3. Timeline

The estimated timeline for project completion is [[ESTIMATED WEEKS]] weeks, depending on the Provider’s workload, holidays, and the Client’s responsiveness. The timeline begins once the initial payment is made and the Client submits the required onboarding materials. Delays caused by late content, slow approvals, or scope changes may extend the timeline.

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  • Estimated Start Date: [[START DATE]]

  • Estimated Completion Window: [[COMPLETION WINDOW]]

4. Payment & Pricing

The Client agrees to pay the total project cost of [[TOTAL COST]] under the payment structure selected during onboarding. Work will not begin until the required initial payment is received. Any discounts, deposit amounts, or installment plans must be explicitly stated and agreed upon before the project begins.

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  • Total Cost: [[TOTAL COST]]

  • Deposit Amount: [[DEPOSIT AMOUNT]]

  • Payment Structure: [[PAYMENT PLAN DETAILS]]

5. Hosting, Maintenance, & Updates

The Provider will supply hosting and technical maintenance services for a period of [[HOSTING DURATION]], including backups, updates, and content edits. After this period, the Client may continue hosting with the Provider for a recurring fee or transfer the site to another host at their discretion.

The number of included content updates is limited to [[MAX_CONTENT_UPDATES]] per month, with additional edits billed separately at [[ADDITIONAL_EDIT_RATE]].  Update requests are evaluated on a case-by-case basis and approved or denied at the discretion of the Provider. The Provider is not responsible for correcting issues or errors resulting from edits made directly by the Client or third parties; such corrections may be performed at the Provider’s discretion and billed at the additional edit rate depending on the nature of the issue.

A content update refers to minor edits performed by the Provider within the scope of the included maintenance. Examples include: updating or replacing text (copy), swapping or resizing images, updating contact information or links, and minor CMS changes such as adding or removing simple items. Content updates do not include correcting errors caused by the Client or third parties, major redesigns, structural changes, or custom development, all of which are billed separately at the additional edit rate.

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  • Included Hosting Term: [[HOSTING TERM]]

  • Post-Term Monthly Rate: [[MONTHLY RATE]]

  • Additional Edit Rate: [[ADDITIONAL_EDIT_RATE]]

6. Client Responsibilities

The Client agrees to provide all required or requested content, assets, and approvals within [[CLIENT_FEEDBACK_DEADLINE]] days of each request, or an agreed upon timeframe. The Client must ensure all submitted content is legally owned or licensed and must review all drafts and deliverables promptly to avoid timeline delays. Delays in review or feedback may extend the project timeline. Client is also responsible for third-party costs for optional add-ons such as premium plugins, booking systems, or marketing tools integrated at their request.

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  • Content Deadline: [[CONTENT DEADLINE]]

  • Feedback/Approval Turnaround: [[CLIENT_FEEDBACK_DEADLINE]]

7. Revisions

The Provider will include [[# OF REVISION ROUNDS]] rounds of revisions within the project scope. Revisions must be consolidated and submitted in writing. Additional revisions beyond the included amount may incur extra charges, billed at the Provider’s hourly rate or at a flat fee depending on the request.

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  • Included Revision Rounds: [[REVISION ROUNDS]]

  • Additional Revision Fee: [[REVISION FEE]]

8. Launch Requirements

The website will be launched once the Client has approved the final design, provided any outstanding content, and completed remaining payments. The Provider will assist with DNS updates as needed unless the Client elects to manage DNS independently.

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  • Launch Requirements Checklist: [[LAUNCH CONDITIONS]]

9. Refund Policy

Payments are pro-rated to compensate for work and disclosure of materials by the Provider. As such, payments are non-refundable due to resource allocation and labor performed. In cases where unforeseen circumstances prevent service delivery, the Provider will offer rescheduling, credit toward future services, or a refund at their discretion.

10. Termination

Either party may terminate the Project with written notice, with or without cause, subject to the Refund Policy outlined above. Notice of termination must be provided at least [[NOTICE PERIOD]] days prior to the intended termination date. Non-payment or failure to communicate by the Client for a period of [[NON_COMM_PERIOD]] days, or for a length of time determined reasonable by the Provider, may result in the termination of the Project by the Provider.

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  • Termination Notice Requirement: [[NOTICE PERIOD]]

  • Non-Communication Period: [[NON_COMM_PERIOD]]

11. Intellectual Property

The Client retains ownership of any content they provide. The Provider retains ownership of all design files, code, and intellectual property created during the project until full payment is received, after which a perpetual, non-exclusive license is granted to the Client for business use. Redistribution, reproduction, or resale of the design or content by the Client is prohibited unless explicitly agreed upon. Any third-party software, tools, or optional add-ons required for additional functionality remain the responsibility of the Client.

12. Indemnity

The Client agrees to indemnify and hold the Provider harmless from any claims, damages, or losses resulting from content or materials the Client supplies, or from improper use of the website after delivery. The Provider is not responsible for legal compliance related to the Client’s business operations or content.

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  • Client-Supplied Content Responsibility: [[YES/NO]]

13. Limitation of Liability

The Provider’s liability is limited to the total amount paid by the Client under this Agreement. The Provider is not liable for incidental, indirect, special, or consequential damages, nor for losses caused by third-party services, hosting outages, integrations, or changes made by the Client or third parties.

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  • Liability Cap: [[TOTAL AMOUNT PAID]]

14. Final Agreement

This Agreement constitutes the entire understanding between both parties and supersedes prior discussions or agreements. Any modifications must be in writing and signed by both parties. The Provider will deliver high-quality, professional products and services tailored to the Client’s business goals and requests. The Client acknowledges that products and services are provided “as is” and that specific outcomes cannot be guaranteed. This Agreement is governed by the laws of [[STATE/COUNTRY]].

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  • Governing State/Country: [[JURISDICTION]]