Free Marketing Consultant Agreement Template

Free Marketing Consultant Agreement Template

Marketing professionals and businesses alike understand the importance of effective marketing strategies in today's dynamic business landscape. However, a robust consulting contract is indispensable to ensure a fruitful partnership and protect the interests of both parties involved. This comprehensive guide will explore the significance of implementing a marketing consulting contract template and how it can pave the way for a successful collaboration.

In the fast-paced marketing world, consultants serve as valuable resources, offering expertise to help organizations achieve their marketing goals. Even with a clearly defined agreement, potential pitfalls and misunderstandings can arise, jeopardizing the overall effectiveness of the partnership. By utilizing a well-designed marketing consulting contract template, all parties can establish a solid foundation, clearly outlining their expectations, responsibilities, and deliverables.

Join us as we delve into the essential elements of a marketing consulting contract and provide valuable insights into how you can maximize your marketing potential through a comprehensive template.

What is a marketing consulting contract template?

Business leaders often ask questions like "What is a contract?" especially regarding consulting contracts. In today's marketing arena, a consulting contract is essential to perform operations hassle-free. However, not having a contract template or a pre-designed document with established terms and conditions can become problematic down the line. That's why a good template plays a pivotal role in setting up the stage for the collaboration efforts. Here are some reasons to showcase the importance of a marketing consulting contract template.

Setting the stage

At the heart of any marketing consulting contract template is its ability to set the stage for a successful engagement. This initial step involves clarifying the project's purpose, objectives, and timeline. By clearly outlining the nature of the collaboration, the contract template ensures that all parties are on the same page from the outset. It helps build trust and fosters a shared understanding of the project's scope, deliverables, and desired outcomes.

Creating guardrails

One of the primary functions of a marketing consulting contract template is to create guardrails that protect the interests of both clients and marketing consultants. The contract establishes a framework that mitigates risks and promotes accountability by explicitly defining each party's rights, obligations, and responsibilities. It is a reference point for resolving disputes, managing expectations, and maintaining a professional working relationship.

Setting payment terms

A clear and transparent payment structure is crucial to ensure successful marketing consultations. The marketing consulting contract template sets payment terms, including the fee structure, payment schedule, and additional expenses. This clarity in compensation fosters trust and transparency and ensures that both parties have a mutual understanding of the financial aspect of the engagement.

Defining the scope of work

Another key aspect of a marketing consulting contract template is defining the scope of work. This section describes the specific tasks, deliverables, and milestones that the marketing consultant will undertake throughout the project. By setting clear expectations, the contract helps prevent scope creep and ensures that the project stays on track, meeting the agreed-upon objectives and timelines.

Ensuring Confidentiality

Confidentiality is of utmost importance in marketing consulting. The marketing consulting contract template typically includes a section that governs the confidentiality of information exchanged during the engagement. It outlines how sensitive data will be handled, ensuring that both parties are committed to protecting proprietary information, trade secrets, and client data. This provision helps build trust and maintains the integrity of the partnership.

Marketing consultants make the most of their experience and expertise to help businesses craft and implement marketing strategies for successful endeavors. Their charges depend on several factors, such as their experience, skillsets, location, and the project's scope. According to the US Office of Personnel Management (OPM), the daily rate for an expert or consultant appointed under 5 USC 3109 may be, at most, the unadjusted rate for GS-15.

How to write a marketing consulting contract agreement

A contract agreement like this is an essential document that sets the terms and conditions of the working relationship between a marketing consultant and their client. It allows both parties to achieve clarity in goals and expectations while also protecting their interests. Here are some insights on how to write an effective marketing consulting contract agreement:

Clearly define the parties involved

Start by identifying and providing contact information for the marketing consultant and the client. This section should include the parties' legal names, addresses, email addresses, and phone numbers. Doing so establishes the foundation for a formal agreement and ensures that all parties are properly identified.

Outline the scope of work

Defining scope is a crucial aspect of any project and an important step for a marketing consultant. During this step, we will devise a detailed description of all the services, such as specific tasks, deliverables, milestones, etc. Experts suggest it's best to be as comprehensive as possible to reduce ambiguities or misunderstandings. Remember, this step will determine the course of the entire project.

Establish payment terms and schedule

Clearly state the compensation structure and payment terms for the marketing consulting services. Specify the consulting fees, whether based on an hourly rate, project fee, or retainer. Outline any additional expenses the client will be responsible for, such as travel or materials. Define the payment schedule, including due dates and acceptable forms of payment.

Address project timeline and deadlines

Include a timeline that outlines key project milestones and deadlines. It ensures that both parties are aware of the expected timeline for the project and allows for appropriate planning and resource allocation. Consider including provisions for revisions, approvals, and any potential delays that may impact the timeline.

Include confidentiality and non-disclosure clauses

Client information and business strategies may be sensitive and confidential in marketing consulting. To protect both parties, include a section that explicitly outlines confidentiality obligations. Specify the information that should be kept confidential and the duration of the confidentiality agreement. It allows you to build trust and ensures that proprietary information remains secure.

Address ownership of intellectual property

Determine any intellectual property ownership and usage rights developed during the engagement. Specify whether the client or the marketing consultant will retain ownership of the work produced and outline any licensing or usage agreements. It also protects the rights of both parties and clarifies the usage of materials created during the project.

Bonsai: Assisting in writing and customizing marketing consulting contracts

Bonsai, a leading contract management platform, can be a valuable resource for writing and customizing marketing consulting contracts. With Bonsai's intuitive interface and robust features, you can streamline the process and ensure the creation of professional and comprehensive contracts tailored to your specific needs.

Access pre-built templates

Bonsai offers a range of pre-built marketing consulting contract templates as a starting point. Legal experts design these templates and cover key aspects such as the scope of work, payment terms, confidentiality, and more. By leveraging these templates, you can save time and ensure that your contract covers all necessary elements.

Customize to your requirements

Bonsai allows you to customize the contract templates to fit your unique needs easily. With a user-friendly editor, you can modify clauses, add or remove sections, and tailor the language to align with your specific project requirements. This flexibility ensures that the contract accurately reflects the terms and conditions agreed upon between you and your client.

Collaboration and e-signature features

Bonsai facilitates smooth collaboration and contract execution through its platform. You can easily share the contract with your client, track revisions, and obtain electronic signatures for a legally binding agreement. This process simplifies and eliminates the need for cumbersome paperwork and manual signing.

Do you need a marketing consulting agreement?

A written contract is a vital tool that protects the interests of both the marketing consultant and the client. A marketing consulting agreement serves as a formal agreement that outlines the terms, conditions, and expectations of the engagement. Let's explore why having a marketing consulting agreement is essential for a successful working relationship.

Establishing clear expectations and scope of work

A primary reason for a marketing consulting agreement is to establish clear expectations and define the scope of work. The agreement outlines the specific services the marketing consultant will provide and the deliverables, milestones, and timelines. This ensures that both parties understand the project objectives, minimizing potential misunderstandings and disputes.

Protecting the rights and interests of both parties

A marketing consulting agreement creates a legally binding document that protects the rights and interests of both the marketing consultant and the client. It outlines each party's responsibilities, obligations, and liabilities, reducing the risk of miscommunication or unforeseen circumstances. The agreement provides security and certainty for both parties involved by clearly defining the terms and conditions.

Clarifying payment terms and compensation

A crucial aspect of professional engagement is the payment terms and compensation structure. The marketing consulting agreement clearly outlines the agreed-upon fees, payment schedule, and any additional expenses or reimbursements. This transparency ensures that both parties agree regarding financial expectations, reducing the likelihood of payment disputes or misunderstandings.

Managing intellectual property and confidentiality

In marketing consulting, intellectual property, and confidentiality are paramount. A well-drafted marketing consulting agreement addresses ownership rights of the work produced during the engagement, ensuring that the marketing consultant's expertise and the client's proprietary information are protected. The agreement also includes confidentiality provisions safeguarding sensitive information and trade secrets, fostering trust, and maintaining confidentiality.

Mitigating risks and disputes

A marketing consulting agreement serves as a valuable risk management tool. By clearly outlining the rights, responsibilities, and deliverables, the agreement minimizes the potential for disputes or misunderstandings. In a disagreement or breach of contract, the agreement provides a foundation for resolution, potentially avoiding costly legal battles.

Professionalism and client confidence

Having a marketing consulting agreement in place demonstrates professionalism and instills confidence in the client. It shows that the marketing consultant takes their work seriously and is committed to a structured and professional working relationship. It can lead to stronger client relationships, increased trust, and enhanced credibility in the industry.

Do you need a lawyer to write a marketing consulting agreement?

When writing a marketing consulting agreement, the question of whether you need a lawyer often arises. While it is not a legal requirement to have a lawyer, seeking legal guidance is highly recommended to ensure that your contract is comprehensive, legally sound, and adequately protects your rights and interests. However, with the advancements in technology and the availability of resources like Bonsai, you can access professionally reviewed contract templates, including a marketing consulting contract template, without needing a lawyer.

The importance of legal expertise

Marketing consulting agreements involve complex legal considerations, including contract law, intellectual property rights, confidentiality, and liability limitations. Legal expertise can help you navigate these intricacies and ensure your agreement complies with relevant laws and regulations. Lawyers can provide guidance on specific clauses, identify potential legal pitfalls, and tailor the contract to your unique needs.

The role of Bonsai in facilitating contract writing

While having a lawyer can be beneficial, Bonsai offers a convenient alternative for writing a marketing consulting agreement. Bonsai is a trusted contract management and workflow platform that provides access to a wide range of professionally reviewed contract templates, including a marketing consulting contract template.

Professionally reviewed templates

Legal experts have reviewed Bonsai's marketing consulting and other contract templates. These templates cover essential aspects of a marketing consulting agreement, ensuring that important provisions are included, such as scope of work, payment terms, intellectual property rights, and confidentiality.

Legal compliance and updates

Stay up-to-date with relevant laws and regulations. The platform regularly reviews and updates its contract templates to reflect any changes in the legal landscape. This helps you avoid potential legal pitfalls and maintain compliance with the latest legal requirements without consulting a lawyer for each modification.

Cost-effectiveness

Engaging a lawyer to draft a marketing consulting agreement can be expensive. Bonsai offers a cost-effective solution by providing access to professionally reviewed templates at a fraction of the cost. It enables you to create a legally solid contract while saving time and money.

Final Thoughts

A well-crafted consulting contract is essential for maximizing your marketing potential and ensuring a successful working relationship with your clients. By following the guidelines outlined in this complete guide, you can create a comprehensive marketing consulting contract that sets clear expectations, protects your rights, and establishes a foundation for a productive engagement.

So, take the time to invest in a well-crafted consulting contract. Maximize your marketing potential by leveraging the power of a well-crafted consulting contract. Start by implementing the insights and recommendations shared in this guide and consider utilizing the resources offered by Bonsai to streamline the contract creation process. With a strong contract in your corner, you can propel your marketing consulting career to new heights and build long-lasting client relationships based on trust, transparency, and shared success.

Frequently Asked Questions Questions about this template.

What should a consulting agreement include?

A consulting agreement should provide a thorough breakdown of the tasks you'll carry out and the deliverables you guarantee the client. The agreement may specify the amount of time you will spend working.

How much should I charge for a marketing consultation?

The fee for a marketing consultation typically ranges from; $65 to $325 per hour. This can differ significantly depending on their background, expenses, and demand. An average consultant typically earns in the $100-$175 per hour range.

Begin by customizing one of Bonsai's pre-made templates. With the help of our contract software, you can get access to legally reviewed agreements and kickstart and relationship with a new client. Just edit the necessary details like cost, terms of service, client info, and price.

Begin by customizing one of Bonsai's pre-made templates. With the help of our contract software, you can get access to legally reviewed agreements and kickstart and relationship with a new client. Just edit the necessary details like cost, terms of service, client info, and price.

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Free Marketing Consultant Agreement Template

Marketing Consultant Agreement

Marketing Consultant First Name First Name Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC (the "Marketing Consultant").

The Contract is dated [DATE BOTH PARTIES SIGN].

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Marketing Consultant to do the following: offer expert advice, develop effective marketing strategies, and implement campaigns to support the client's marketing goals.

1.2 Schedule. The Marketing Consultant will begin work on [START DATE] and will continue until the work is completed. This Contract can be ended by either Client or Marketing Consultant at any time, pursuant to the terms of Section 6, Term and Termination.

1.3 Payment. The Client will pay the Marketing Consultant a rate of [PROJECT RATE] (USD) per hour. Of this, the Client will pay the Marketing Consultant [DEPOSIT AMOUNT] (USD) before work begins.

1.4 Expenses. The Client will reimburse the Marketing Consultant's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Marketing Consultant will invoice the Client at the end of the project. The Client agrees to pay the amount owed within [X DAYS TO PAY] days of receiving the invoice. Payment after that date will incur a late fee of [LATE FEE PERCENTAGE] % per month on the outstanding amount.

1.6 Support. The Marketing Consultant will not provide support for any deliverable once the Client accepts it, unless otherwise agreed in writing.

2. OWNERSHIP AND LICENSES.

2.1 Client Owns All Work Product. As part of this job, the Marketing Consultant is creating “work product” for the Client. To avoid confusion, work product is the finished product, as well as drafts, notes, materials, mockups, hardware, designs, inventions, patents, code, and anything else that the Marketing Consultant works on—that is, conceives, creates, designs, develops, invents, works on, or reduces to practice—as part of this project, whether before the date of this Contract or after. The Marketing Consultant hereby gives the Client this work product once the Client pays for it in full. This means the Marketing Consultant is giving the Client all of its rights, titles, and interests in and to the work product (including intellectual property rights), and the Client will be the sole owner of it. The Client can use the work product however it wants or it can decide not to use the work product at all. The Client, for example, can modify, destroy, or sell it, as it sees fit.

2.2 Marketing Consultant's Use Of Work Product. Once the Marketing Consultant gives the work product to the Client, the Marketing Consultant does not have any rights to it, except those that the Client explicitly gives the Marketing Consultant here. The Client gives permission to use the work product as part of portfolios and websites, in galleries, and in other media, so long as it is to showcase the work and not for any other purpose. The Client does not give permission to sell or otherwise use the work product to make money or for any other commercial use. The Client is not allowed to take back this license, even after the Contract ends.

2.3 Marketing Consultant's Help Securing Ownership. In the future, the Client may need the Marketing Consultant's help to show that the Client owns the work product or to complete the transfer. The Marketing Consultant agrees to help with that. For example, the Marketing Consultant may have to sign a patent application. The Client will pay any required expenses for this. If the Client can’t find the Marketing Consultant, the Marketing Consultant agrees that the Client can act on the Marketing Consultant's behalf to accomplish the same thing. The following language gives the Client that right: if the Client can’t find the Marketing Consultant after spending reasonable effort trying to do so, the Marketing Consultant hereby irrevocably designates and appoints the Client as the Marketing Consultant's agent and attorney-in-fact, which appointment is coupled with an interest, to act for the Marketing Consultant and on the Marketing Consultant's behalf to execute, verify, and file the required documents and to take any other legal action to accomplish the purposes of paragraph 2.1 (Client Owns All Work Product).

2.4 Marketing Consultant's IP That Is Not Work Product. During the course of this project, the Marketing Consultant might use intellectual property that the Marketing Consultant owns or has licensed from a third party, but that does not qualify as “work product.” This is called “background IP.” Possible examples of background IP are pre-existing code, type fonts, properly-licensed stock photos, and web application tools. The Marketing Consultant is not giving the Client this background IP. But, as part of the Contract, the Marketing Consultant is giving the Client a right to use and license (with the right to sublicense) the background IP to develop, market, sell, and support the Client’s products and services. The Client may use this background IP worldwide and free of charge, but it cannot transfer its rights to the background IP (except as allowed in Section 11.1 (Assignment)). The Client cannot sell or license the background IP separately from its products or services. The Marketing Consultant cannot take back this grant, and this grant does not end when the Contract is over.

2.5 Marketing Consultant's Right To Use Client IP. The Marketing Consultant may need to use the Client’s intellectual property to do its job. For example, if the Client is hiring the Marketing Consultant to build a website, the Marketing Consultant may have to use the Client’s logo. The Client agrees to let the Marketing Consultant use the Client’s intellectual property and other intellectual property that the Client controls to the extent reasonably necessary to do the Marketing Consultant's job. Beyond that, the Client is not giving the Marketing Consultant any intellectual property rights, unless specifically stated otherwise in this Contract.

3. COMPETITIVE ENGAGEMENTS.

The Marketing Consultant won’t work for a competitor of the Client until this Contract ends. To avoid confusion, a competitor is any third party that develops, manufactures, promotes, sells, licenses, distributes, or provides products or services that are substantially similar to the Client’s products or services. A competitor is also a third party that plans to do any of those things. The one exception to this restriction is if the Marketing Consultant asks for permission beforehand and the Client agrees to it in writing. If the Marketing Consultant uses employees or subcontractors, the Marketing Consultant must make sure they follow the obligations in this paragraph, as well.

4. NON-SOLICITATION.

Until this Contract ends, the Marketing Consultant won’t: (a) encourage Client employees or service providers to stop working for the Client; (b) encourage Client customers or clients to stop doing business with the Client; or (c) hire anyone who worked for the Client over the 12-month period before the Contract ended. The one exception is if the Marketing Consultant puts out a general ad and someone who happened to work for the Client responds. In that case, the Marketing Consultant may hire that candidate. The Marketing Consultant promises that it won’t do anything in this paragraph on behalf of itself or a third party.

5. REPRESENTATIONS.

5.1 Overview. This section contains important promises between the parties.

5.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

5.3 Marketing Consultant Has Right To Give Client Work Product. The Marketing Consultant promises that it owns the work product, that the Marketing Consultant is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Marketing Consultant uses employees or subcontractors, the Marketing Consultant also promises that these employees and subcontractors have signed contracts with the Marketing Consultant giving the Marketing Consultant any rights that the employees or subcontractors have related to the Marketing Consultant's background IP and work product.

5.4 Marketing Consultant Will Comply With Laws. The Marketing Consultant promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

5.5 Work Product Does Not Infringe. The Marketing Consultant promises that its work product does not and will not infringe on someone else’s intellectual property rights, that the Marketing Consultant has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Marketing Consultant has entered into or will enter into with someone else.

5.6 Client Will Review Work. The Client promises to review the work product, to be reasonably available to the Marketing Consultant if the Marketing Consultant has questions regarding this project, and to provide timely feedback and decisions.

5.7 Client-Supplied Material Does Not Infringe. If the Client provides the Marketing Consultant with material to incorporate into the work product, the Client promises that this material does not infringe on someone else’s intellectual property rights.

6. TERM AND TERMINATION.

This Contract is ongoing until the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 11.4. The Marketing Consultant must immediately stop working as soon as it receives this notice, unless the notice says otherwise. The Client will pay the Marketing Consultant for the work done up until when the Contract ends and will reimburse the Marketing Consultant for any agreed-upon, non-cancellable expenses. The following sections don’t end even after the Contract ends: 2 (Ownership and Licenses); 3 (Competitive Engagements); 4 (Non-Solicitation); 5 (Representations); 8 (Confidential Information); 9 (Limitation of Liability); 10 (Indemnity); and 11 (General).

7. INDEPENDENT CONTRACTOR.

The Client is hiring the Marketing Consultant as an independent contractor. The following statements accurately reflect their relationship:

8. CONFIDENTIAL INFORMATION.

8.1 Overview. This Contract imposes special restrictions on how the Client and the Marketing Consultant must handle confidential information. These obligations are explained in this section.

8.3 Third-Party Confidential Information. It’s possible the Client and the Marketing Consultant each have access to confidential information that belongs to third parties. The Client and the Marketing Consultant each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Marketing Consultant is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

9. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

10. INDEMNITY.

10.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Marketing Consultant or both. For example, if the Client gets sued for something that the Marketing Consultant did, then the Marketing Consultant may promise to come to the Client’s defense or to reimburse the Client for any losses.

10.2 Client Indemnity. In this Contract, the Marketing Consultant agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys’ fees) related to a third-party claim or proceeding arising out of: (i) the work the Marketing Consultant has done under this Contract; (ii) a breach by the Marketing Consultant of its obligations under this Contract; or (iii) a breach by the Marketing Consultant of the promises it is making in Section 5 (Representations).

10.3 Marketing Consultant Indemnity. In this Contract, the Client agrees to indemnify the Marketing Consultant (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys’ fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

11. GENERAL.

11.1 Assignment. This Contract applies only to the Client and the Marketing Consultant. The Marketing Consultant cannot assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the Client’s written permission. In contrast, the Client may assign its rights and delegate its obligations under this Contract without the Marketing Consultant's permission. This is necessary in case, for example, another Client buys out the Client or if the Client decides to sell the work product that results from this Contract.

11.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

11.3 Modification; Waiver. To change anything in this Contract, the Client and the Marketing Consultant must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

11.4 Notices.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party’s address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

11.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that’s the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

11.6 Signatures. The Client and the Marketing Consultant must sign this document using Bonsai’s e-signing system. These electronic signatures count as originals for all purposes.

11.7 Governing Law. The laws of the state of California govern the rights and obligations of the Client and the Marketing Consultant under this Contract, without regard to conflict of law principles of that state.

11.8 Entire Contract. This Contract represents the parties’ final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.