Agreement Builder

Service Agreement Generator

This service agreement generator builds a print-ready agreement packet for businesses enrolling in CasperPortal. Enter the client details, choose a plan, select any optional services, and it produces billing terms, payment authorization, selected and declined services, and signature pages you can print or save as a PDF.

1 Welcome to the Agreement Builder

Generate a customized, print-ready, 9-page service agreement packet. This wizard will walk you through client info, billing plans, and professional service selection.

Packet Validity (Days)

2 Client Information

Enter the details that will appear on the final agreement.

First Name

Last Name

Company

Job Title

Phone

Address

3 Billing Plan

Select the base platform subscription and setup model. See pricing for what each plan includes.

Software Only — Monthly · $297/moFull platform access, billed monthly.Software Only — Annual · $247.5/mo ($2,970 billed annually)Best value for self-managed software.DFY Option 1 (Lower Upfront) · $399/mo + $1,500 setupDone-for-you setup with lower start cost.DFY Option 2 (Best Long-Term Value) · $199/mo + $3,500 setupDone-for-you setup with maximum savings.

Number of accounts

4 Select Services

Review and select the roles you need. This rate is locked in for the duration of your active subscription. Services you leave unselected are listed as declined in your packet.

Technical & Infrastructure

Remote IT Support Engineer · $1,200/mo100% virtual IT support for your team. Whenever software breaks, freezes, or cloud accounts need management, they fix it remotely quickly so your staff can keep moving. (No on-site hardware setup). 100% Remote · Use cases: Remote troubleshooting, Cloud access management, Software configurationCloud Network Engineer · $1,500/moKeeps your cloud infrastructure and remote networks connected reliably. Designs, stabilizes, and secures your virtual networks and VPNs without needing an on-site presence. 100% Remote · Use cases: Cloud architecture, Network security, Virtual Private NetworksSecurity Engineer L2 · $1,600/moProtects your business from unauthorized access, data loss, and security failures. Monitors your systems remotely to keep customer payments and private records secure. 100% Remote · Use cases: Compliance audits, Remote threat monitoring, Data protection

Software Delivery & Product

Tech Lead · $1,800/moProvides senior technical oversight for digital projects. When you are building new features, automations, or platforms, this role helps ensure the work is designed correctly from the start. 100% Remote · Use cases: Architecture design, Code reviews, Technical strategyMid-Level Developer · $1,500/moBuilds the features, automations, and integrations your business runs on. This role turns approved ideas into working software that supports daily operations. 100% Remote · Use cases: Feature development, API integrations, Bug fixesJunior Developer · $1,000/moHandles routine development tasks such as updates, fixes, configuration changes, and testing. This role keeps smaller execution work moving without slowing larger projects down. 100% Remote · Use cases: Routine updates, Simple bug fixes, TestingProject Manager · $2,200/moCoordinates people, timelines, and deliverables so projects keep moving. This role reduces delays, follows up on blockers, and keeps execution aligned across distributed teams. 100% Remote · Use cases: Sprint planning, Blocker resolution, Client updatesQA Engineer · $1,200/moTests digital experiences before they reach customers or staff. The goal is to catch issues early so broken workflows do not go live. 100% Remote · Use cases: Manual testing, Automated tests, Bug reportingDevOps Engineer · $1,600/moMaintains the cloud infrastructure that keeps your systems available and stable. This role helps reduce downtime, supports deployments, and improves reliability as usage grows. 100% Remote · Use cases: CI/CD pipelines, Cloud server maintenance, Uptime monitoring

Marketing & Creative

SEO Specialist · $1,200/moImproves your visibility in search so customers can find your business without relying only on paid ads. This role focuses on rankings, technical SEO, and search-driven traffic quality. 100% Remote · Use cases: Keyword research, On-page optimization, Technical SEODigital Marketing Manager · $1,000/moOwns the direction behind your marketing efforts, including priorities, channels, budget, and performance. This role helps keep marketing tied to business growth instead of activity alone. 100% Remote · Use cases: Campaign strategy, Budget allocation, Performance analysisPerformance Marketing Specialist · $850/moManages paid advertising across platforms with a focus on measurable return. This role helps track lead cost, improve targeting, and reduce wasted spend over time. 100% Remote · Use cases: Ad creation, Bid management, A/B testingContent Writer · $1,100/moWrites the customer-facing copy your business depends on, including website pages, emails, messages, ads, captions, and scripts. This role helps keep communication clear, consistent, and action-oriented. 100% Remote · Use cases: Blog posts, Ad copy, Email sequencesGraphic Designer · $1,100/moCreates the visual assets your business uses across digital and print channels. This role helps keep the brand consistent, polished, and ready for customer-facing use. 100% Remote · Use cases: Ad creatives, Social media graphics, Brand assetsSocial Media Executive · $1,000/moKeeps your social channels active and organized through posting, scheduling, and response management. This role helps maintain consistency even when internal bandwidth is limited. 100% Remote · Use cases: Post scheduling, Community management, Trend monitoring

General & Admin

General Virtual Assistant · $800/moGeneral administrative support: inbox, scheduling, data, and routine day-to-day tasks. 100% Remote · Use cases: Inbox management, Scheduling, Data entryExecutive Assistant · $1,200/moHigh-level support for owners and executives: calendar, communications, and coordination. 100% Remote · Use cases: Calendar management, Communications, CoordinationData Entry Specialist · $700/moAccurate, high-volume data entry and record-keeping. 100% Remote · Use cases: Data entry, Record-keeping, AccuracyCustomer Service VA · $900/moHandles customer questions, tickets, and follow-up across email, chat, and phone. 100% Remote · Use cases: Customer questions, Ticketing, Follow-up

Sales & Growth

Sales Development Representative (SDR) · $1,200/moOutbound prospecting, qualifying leads, and booking meetings. 100% Remote · Use cases: Outbound prospecting, Lead qualification, Booking meetingsLead Generation Specialist · $1,000/moBuilds targeted prospect lists and sources new leads. 100% Remote · Use cases: List building, Sourcing leads, Prospecting

Finance

Bookkeeping VA · $1,000/moDay-to-day bookkeeping: transactions, reconciliation, and basic reports. 100% Remote · Use cases: Transactions, Reconciliation, Basic reports

5 Review

Confirm every detail before generating the final client packet. No services are finalized until you review the full packet here.

Subscription: 1 account · Software Only — Monthly — $297/moSelected Services: 0 · $0/moEstimated Total: $297/mo

Estimated total includes your base subscription plus all selected professional services. Packet contents: 9 page packet.

6 Packet

Your browser's print dialog opens so you can print the packet or save it as a PDF. To send it to a client, attach the PDF to an email.

Questions before you sign?

Read the Terms of Service and Privacy Policy, or contact us. To walk through plans and setup options with the team first, book a 30-minute live demo.

Book a demo See pricing

Frequently asked questions

What is in the agreement packet?

The packet includes client information, the selected plan and billing terms, payment authorization, selected and declined services, and signature pages.

How do I save or send the packet?

Generating the packet opens your browser's print dialog, where you can print it or save it as a PDF to attach to an email.

Who provides the optional services in the packet?

CasperPortal provides the software. Done-for-you setup and other professional services are provided by CasperB2B and are included only if selected in the packet.