How To Set Up A Marketing Agency Legally

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Are you ready to start your marketing agency? To set it up correctly, there are a specific set of steps and things you need in order to get your agency started legally. Here is everything you will want to know, in order to move you in the right direction.

Government:
Certificate of Incorporation
Document submitted by a business within the state it wishes to be headquartered
Business License and Permit
Getting a business license will depend on what state you base your small business in and the nature of your business.
Operating Agreement for LLC
Outlines the ownership and member duties of your Limited Liability Company.
Tax ID Number -EIN
Nine-digit number assigned to your company by the IRS
Apostille
For those who intend operating beyond the United States of America

Client/Consumer:
Consulting Agreement
Contract between a consultant and a business or individual that is retaining certain services of the consultant.
Online Terms of Use
Users must agree to follow a set of regulations in order to use a service
Online Privacy Policy Document
If purchasing your product or service requires customers to give you personally identifiable information, you are required to post a Privacy Policy on your website

Employees/Freelancers
New Employees Onboarding Paperwork

Business Protection
NDA - Non-Disclosure Agreement
Ensures that the proprietary information you're agency is sharing with another person or organization won't become public.
Business Insurance Policy
Professional Liability Insurance - protects people in advice driven industries and services
General Liability Insurance - covers you in case of third-party claims of bodily injury or damage to someone else’s property.
Trademark
Filing a trademark protects your brand name , slogan, logo or unique symbol from being used without your permission.
Copyright
Protects your original creations and gives only you the right to reproduce, publish or profit from them.

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