Made with Formlio



Mortice

Statement of work for Ashlar Running

Paid media and lifecycle build, SOW-ASH-01. Mortice, Manchester. Monday 21 June 2027.

Scope summary



This SOW sits under the master services agreement signed on 14 June 2027. It covers a ten-week build from 12 July to 17 September 2027, then six months of managed paid media and lifecycle from 1 October 2027 to 31 March 2028.



Client

Ashlar Running Ltd, Manchester



Agency

Mortice Ltd, Ancoats



Reference

SOW-ASH-01, version 1.2



Term

12 July 2027 to 31 March 2028

The problem we are fixing



Ashlar turns over £14.2M, 63 percent of it from paid social and search. Email and SMS bring in 11 percent, with three flows live. Browser tracking loses an estimated 22 percent of conversions, so Meta optimises on partial data. Ashlar Club launches on 5 October.

Target, not guarantee: email and SMS at 24 percent of revenue and blended MER from 2.6 to 3.2 by March 2028.

Fix the measurement first. Then spend. Then automate what works.
FFiixx tthhee mmeeaassuurreemmeenntt ffiirrsstt.. TThheenn ssppeenndd.. TThheenn aauuttoommaattee wwhhaatt wwoorrkkss..

Baseline and target path



Revenue split from Shopify and GA4, twelve months to 31 May 2027. MER is total revenue over total marketing spend; the target path is ours and reviewed monthly.



Revenue by channel today

Percent of online revenue

Paid social
41 (41%)
Paid search
22 (22%)
Organic and direct
17 (17%)
Email and SMS
11 (11%)
Other
9 (9%)

Blended MER, target path

From the 2.6 baseline to 3.2 by March 2028

Blended MER, target path

Delivery method



Six stages. Nothing goes live until it has passed the acceptance tests in this SOW.



Audit

GA4, Shopify, Klaviyo and all three ad accounts reviewed against a 64-point checklist. Output: a risk register with every tracking gap sized in revenue.

Instrument

Server-side GTM on a first-party subdomain, Meta Conversions API, Google enhanced conversions and TikTok Events API. Consent Mode v2 throughout.

Build

Nine Klaviyo flows, 38 emails and 12 SMS. Paid accounts restructured to four campaigns per platform with one naming convention.

Test

Every flow tested on 14 email clients and three devices. Event match quality above 8.0 on Meta before go-live.

Accept

You sign off each deliverable against its criteria within five working days. Defects are fixed before the run phase starts.

Run

Six months of managed media and lifecycle, with a weekly test and a monthly report against target.

Acceptance, data and change control



These terms apply to this SOW only. Where they differ from the master services agreement, this SOW wins.



Acceptance criteria for the build

Tracking: server-side events firing for all six purchase-funnel events, Meta event match quality of 8.0 or above, GA4 and Shopify revenue within 3 percent over seven days. Flows: each flow triggers correctly on test profiles, renders on 14 email clients and respects suppression and consent.

Review period and deemed acceptance

You have five working days to accept or list defects against the criteria. If neither arrives, the deliverable is deemed accepted. Defects are fixed within three working days and re-tested once.

Data processing

Mortice acts as processor under UK GDPR and the Data (Use and Access) Act, under the data processing agreement in schedule 2. Customer data stays in Ashlar's Klaviyo, GA4 and BigQuery, hosted in the UK or EU. We never export profiles to our own systems.

Accounts, ownership and exit

Ad accounts, pixels, audiences, Klaviyo flows and templates belong to Ashlar from day one. Mortice works as a partner with named user access. On exit we hand over documentation and remove access within five working days.

Change control

Anything outside this SOW is raised as a change request with a day-rate estimate and the effect on dates. Nothing is started until you approve it in writing.

Notice during the run phase

The run phase is fixed for three months, to 31 December 2027, then cancellable with 30 days' written notice.

Tasks and dates



Build 12 July to 17 September 2027, run 1 October 2027 to 31 March 2028. Assumes admin access to every account by 9 July and a named Ashlar approver for each phase.



DayWeekMonthQuarterSemesterYear
M7Jul
M8Aug
M9Sep
M10Oct
M11Nov
M12Dec
M1Jan
M2Feb
M3Mar
M4Apr
Tracking audit and risk register
Server-side GTM and conversion APIs
Paid account restructure, three platforms
Consent and profile data model
Creative testing framework
Nine Klaviyo flows, 38 emails, 12 SMS
Looker Studio dashboard and geo test design
QA, UAT and acceptance
Go-live and hypercare
Managed run, Ashlar Club launch on 5 October
Discovery12 - Jul 23

Tracking audit and risk register



DataJul 26 - Aug 6

Server-side GTM and conversion APIs

Meta CAPI, Google enhanced conversions, TikTok Events API.

MediaJul 26 - Aug 6

Paid account restructure, three platforms



Data9 - Aug 13

Consent and profile data model



Media9 - Aug 13

Creative testing framework



LifecycleAug 9 - Sep 3

Nine Klaviyo flows, 38 emails, 12 SMS



Data16 - Aug 27

Looker Studio dashboard and geo test design



Acceptance6 - Sep 17

QA, UAT and acceptance

Two test rounds. Five working days for your review.

Acceptance20 - Sep 30

Go-live and hypercare



RunOct 1 - Mar 31

Managed run, Ashlar Club launch on 5 October



Comparable builds and who delivers this one



Imran Shah, Technical Director, is accountable for this SOW. Claire Openshaw architects the CRM, Ben Kowalski leads paid media, Nadia Rehman owns tracking and Ellie Marsden runs delivery. Mortice is 19 people in Ancoats, founded in 2015.



Tarn Skincare, server-side rebuild

Conversions API and server-side tagging for a DTC skincare brand. Reported Meta conversions rose 27 percent with no change in spend; CPA fell from £31.40 to £24.90.


Image

Gritstone Climbing, membership lifecycle

Eleven Klaviyo flows for a four-site climbing gym. Email and SMS moved from 9 to 26 percent of revenue in seven months; churn fell 2.1 points.


Indoor bouldering wall

Cask & Clover, wine club relaunch

Paid social restructure plus a win-back programme for a subscription wine club. Blended MER from 2.4 to 3.3 in two quarters.


Wine bottles on a stone plinth

Reporting cadence



Fixed for the run phase. Every number comes from the one Looker Studio dashboard, so nobody argues about whose figure is right.







Live dashboard



Spend, revenue, MER, CPA and flow revenue, refreshed hourly from BigQuery. Shared with your whole team.





Tuesday performance call



Thirty minutes, 9:30 every Tuesday. Last week's numbers, this week's tests, decisions needed.





Weekly test log



Every creative, audience and flow test with its hypothesis, result and what we changed.





Monthly report



Issued on the third working day. Results against the MER and email-share targets, with the next month's plan.





Tracking alerts



If event volume drops more than 20 percent in an hour, Nadia is paged and you hear from us within two hours.





Quarterly review



January and March. Incrementality results from the geo test and the budget split for the next quarter.

Fees and payment schedule



In GBP, plus VAT at 20 percent. Day rates: technical director 980, analytics engineer 940, CRM architect 920, paid media 880, delivery 820, design 720, copy 690, QA 610. Media spend, planned at 85,000 a month, is billed to Ashlar by the platforms.



Build, fixed fee

12 July to 17 September 2027. 40 percent on signature, 60 percent on acceptance.

Build

Total
$74888.00

Build

Item
Price
Quantity
Total

Tracking audit and risk register

5 analytics and 3 paid media days.



$7340.00

Server-side GTM and conversion APIs

9 analytics days.



$8460.00

Consent and profile data model

6 CRM days.



$5520.00

Nine flows, 38 emails, 12 SMS

10 CRM, 12 copy and 9 design days.



$23960.00

Paid account restructure

8 paid media days.



$7040.00

Creative testing framework

3 paid media and 4 design days.



$5520.00

Dashboard and geo test design

7 analytics days.



$6580.00

QA, UAT and acceptance

6 QA days.



$3660.00

Delivery management

10 percent of the build.



$6808.00
Total
$74888.00

Run, monthly

October 2027 to March 2028, invoiced monthly in advance.

Each month

Total
$19535.00/ month

Each month

Item
Price
Quantity
Total

Paid media management

7 days across Meta, Google and TikTok.



$6160.00/ month

Lifecycle operations

Eight campaigns and flow optimisation. 3 CRM, 4 copy, 3 design days.



$7680.00/ month

Analytics and reporting

2.75 analytics days.



$2585.00/ month

Technical oversight

1.5 technical director days.



$1470.00/ month

Delivery management

2 days, about 9 percent.



$1640.00/ month
Total
$19535.00/ month





Subtotal
$74888.00
Total (before tax)
$74888.00
VAT (20%)
$14977.60
Total
$89865.60
Subtotal
$19535.00/ month
Total (before tax)
$19535.00/ month
VAT (20%)
$3907.00/ month
Total
$23442.00/ month

From clients who signed a Mortice SOW



Signature and start



Sign by Friday 2 July 2027 to hold the 12 July start. We need admin access to GA4, Shopify, Klaviyo, Meta, Google Ads and TikTok by 9 July; each working day of delay moves go-live by one day.



Prepared by



Imran Shah Technical Director, Mortice Ltd

Unit 4, 21 Blossom Street Ancoats, Manchester M4 6AJ imran@mortice.agency

For approval by



Hannah Birtwistle Head of Ecommerce, Ashlar Running Ltd

Kick-off at your Chorlton office on Monday 12 July at 9:30.

Sign here
En approuvant ce document, vous le signez électroniquement.

Sign SOW-ASH-01

You agree SOW-ASH-01: a fixed build fee of 74,888 GBP and a run fee of 19,535 GBP a month from October 2027 to March 2028, 192,098 GBP in total plus VAT (230,517.60). We invoice 29,955.20 plus VAT on signature, 40 percent of the build.