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Guide · Alex Rowan · 12 Oct 2026

Rank and rent client agreement checklist: what I'd put in writing

Build log

Not legal advice. I'm not a lawyer. This is the checklist I'd use to prepare a rental agreement before a licensed attorney in the relevant state reviews it. Laws differ by state and country.

I don't have a signed renter yet. My two rank and rent sites went live on 10 Oct 2026, there are 0 renters and revenue is $0. But I'd rather know what goes in the agreement before the first "yes", not after. My kit has a pay-per-lead agreement template; this page is the shorter checklist I'd run over any agreement, flat rent or per lead.

1.Term

  • Start date, and whether there's a trial period (and its price)
  • Month-to-month or a fixed term. My template uses month-to-month.
  • Notice period to end it. My template uses 7 days' written notice; pick what suits you.
  • What happens to amounts already owed when it ends (they survive)
  • Service area written as specific ZIP codes or towns, plus the hours calls are routed
  • Exclusivity: one renter per site and service area, unless agreed otherwise in writing

2.Lead and phone number ownership

  • The site, domain and content stay mine; the renter is paying for leads, not buying the asset
  • The tracking phone number stays mine and is forwarded to the renter; it isn't ported to them
  • Each lead is sold to one buyer only and the renter may not resell leads
  • How the renter may contact form leads (only about the consumer's request) and honouring do-not-call requests
  • Whether the renter's business name and number appear on the site, and that they're removed on exit

3.Call tracking

  • Which calls count. My template: connects to the renter, lasts at least 90 seconds from connection, from a caller ID not seen in the prior 30 days, and about the service in the area.
  • How the renter sees the log (a CSV export, without caller numbers if you prefer)
  • Call recording: whether calls are recorded, the disclosure played to callers, and that the renter hears a whisper and is recorded too. Some US states require all parties to consent; check the current law for your state and the caller's.
  • Missed calls: unanswered calls aren't billed, and repeated missed calls can reduce routing
  • Disputes: a window (my template uses 7 days), valid reasons (wrong service, out of area, duplicate, spam), and that "didn't book the job" isn't one

4.Exit and takeover

  • On exit, I switch call forwarding to another business or pause it. With my Worker that's changing one setting and redeploying.
  • The renter's name, number and any photos come off the site within an agreed time
  • Whether the renter gets first refusal to buy the site, and that any sale is a separate written deal
  • Non-payment: routing pauses after an agreed number of days overdue
  • No guarantee of lead volume or jobs booked, stated plainly

5.Payment

  • The model: flat monthly, per qualified call or form, or a share of revenue (see how I'd price each)
  • The amount, and notice for a price change (my template uses 14 days)
  • Billing: prepaid balance or invoice, due date, and card on file
  • Late payment terms, kept within the legal maximum
  • An optional weekly lead cap for per-lead deals
  • For a revenue share: how job revenue is reported and how I can check it

6.The rest

  • Both parties' legal names, and the renter's trade licence number where the trade needs one
  • Independent parties, not agents of each other
  • A liability cap and who covers their own legal breaches
  • Governing law and venue
  • Signatures and date

Where this leaves me

The template exists, it's marked not legal advice, and no one has signed it. Renters: 0. Revenue: $0. When there's a renter, a lawyer reads it first.

Tool

Before agreeing a price, I run the numbers through my free rank and rent calculator: lead value, an editable rent range and payback months. Estimates only.

$39

The files behind this guide

pay-per-lead-agreement-TEMPLATE.md (marked not legal advice), renter-outreach.md, three-ways-to-get-paid.md and the call tracking Worker in 07-call-tracking/ (README.md, src/index.js, schema.sql) are in the Lead Site Crew Kit, together with the agent briefs, the approval gates and the SOP. It's the setup, not a result. My revenue is still $0.

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