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1. Additional Services: Used when there's a need to define services available beyond the basic retainer scope

2. Key Personnel: Include when specific individuals are crucial to service delivery

3. Non-Compete: Add when restricting the service provider from working with competitors

4. Change Management: Include for complex services requiring formal processes for scope or requirement changes

5. Service Credits: Used when implementing performance-based fee adjustments

6. Disaster Recovery: Include for critical services requiring business continuity planning

7. Data Protection: Add when significant data handling or processing is involved

8. Insurance: Include when specific insurance requirements need to be maintained

9. Exit Assistance: Used for complex services requiring transition support upon termination

1. Schedule 1 - Detailed Service Specifications: Comprehensive breakdown of services, deliverables, and performance standards

2. Schedule 2 - Fee Schedule: Detailed breakdown of retainer fees, rates for additional services, and payment terms

3. Schedule 3 - Service Level Agreement: Specific metrics, KPIs, and service standards with measurement criteria

4. Schedule 4 - Key Personnel: Details of key team members, their roles, and replacement procedures

5. Appendix A - Report Templates: Standard formats for regular reporting and communication

6. Appendix B - Change Request Forms: Templates and procedures for requesting service changes