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The working companion to The Master Service Agreement Playbook. The playbook explains why the agreement matters. This is where you pressure-test one and then put it to work.
Where this page starts. It starts when a Master Service Agreement (MSA) exists. Part 1 reads the document in front of you, theirs or yours. Parts 2 through 5 keep a signed agreement producing. If you do not have an agreement yet and you are still deciding whether to go ask for one, that question belongs to the MSA Readiness Scorer, seven statements scored out of 7. Score a 7 there, then come back here.
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How to use this. Print this page or save it as a PDF (Ctrl+P, or Cmd+P on a Mac) and work from your copy. Run Part 1 with the agreement open beside you. Run Part 2 on every agreement you have already signed.
If you have not read the playbook yet, read it first. It explains why each of these matters.
Reviewed October 2026. This is not legal advice. Contract laws change, and they vary by state. Everything below is a commercial and operational check.
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Open the agreement next to this page and work down. Tick a box only when you can point to the language that earns it.
| Field | Your entry |
|---|---|
| Building or portfolio | |
| Their named contact (name, title, phone) | |
| Our named owner of this relationship | |
| Whose paper is this (ours or theirs) | |
| Effective date | |
| Term ends | |
| Does this agreement renew automatically (yes or no, and the clause number) | |
| Notice-of-nonrenewal deadline, taken from that clause | |
| Renewal conversation opens on (counted back from the notice deadline, not from the term end) |
Two postures. Pick one before you mark up a single line.