This Managed Services Order Form and Statement of Work (“SOW”) is entered into under the Managed Services Master Services Agreement between Capital Connect Solutions, Corp. d/b/a CapConnect and the Client identified below. Capitalized terms not defined here have the meanings in the MSA. This template becomes binding only when completed and executed by both Parties.

11. Parties and Term#

Client legal name: ____________________________________________

Business address: _____________________________________________

Primary contact / title / email: _________________________________

Service start date: ______________ Initial term: ______________ Renewal: __________________

Notice period / minimum commitment: ____________________________

22. Services and Deliverables#

Check and describe all included services: ☐ managed outbound sales development ☐ lead research and enrichment ☐ list building ☐ appointment setting ☐ calling ☐ email outreach ☐ SMS outreach ☐ LinkedIn outreach ☐ CRM administration ☐ campaign operations ☐ reporting and analytics ☐ automation / AI workflows ☐ consulting ☐ implementation ☐ other: __________________.

Detailed scope, markets, audiences, channels, deliverables, and exclusions:

________________________________________________________________________

________________________________________________________________________

Anything not expressly listed is excluded. Closing sales, legal review, regulatory advice, product fulfillment, customer support, paid-media spend, third-party licenses, and data purchases are excluded unless expressly included.

33. Volumes, Hours, and Service Levels#

Included monthly hours / activity / usage: ________________________

Reporting cadence: __________________ Meetings: __________________

Response or support target, if any: ______________________________

Overage rates: __________________________________________________

Targets are operational goals, not warranties. Third-party platform uptime, contact availability, deliverability, pickup rates, prospect behavior, and Client responsiveness are outside CapConnect’s control.

44. Client Inputs and Dependencies#

Client will provide by the agreed dates: approved positioning and claims; target criteria; exclusion and suppression lists; required consents; CRM and calendar access; sender accounts and domains; accurate product, price, and fulfillment information; brand materials; timely campaign and script approvals; and an authorized decision-maker.

Client-specific dependencies and deadlines: _______________________

Delays or deficiencies may shift timelines, reduce achievable activity, require a change order, or result in paid idle or reserved capacity.

55. Fees and Billing#

Setup / implementation fee: $____________

Recurring managed-services fee: $____________ per ____________

Usage, overage, performance, or success fees: ____________________

Approved expenses and third-party costs: _________________________

Payment method and due date: ___________________________________

Early termination / wind-down charges, if any: ____________________

Fees are governed by the MSA. Taxes are additional where applicable.

66. Personnel and Communications#

CapConnect controls staffing and may replace personnel with reasonably qualified personnel. Named personnel, if any, indicate the initial staffing plan and are not guaranteed: __________________________________________________________.

CapConnect service lead: __________________ Client owner: __________________

Approved communication and escalation channels: ________________

The MSA’s entity-level recourse, independent-contractor, worker-treatment, and narrowly tailored personnel non-circumvention provisions apply.

77. IP and Data Treatment#

Client-owned final deliverables, if any: ___________________________

Licensed deliverables / permitted use: ____________________________

Client systems and data sources: __________________________________

Special retention, deletion, export, or security requirements: _____

CapConnect retains its Background IP and CapConnect Materials, including reusable tools, prompts, playbooks, workflows, automations, processes, methods, and improvements.

88. Compliance Approvals#

Client confirms it has lawful rights, notices, consents, suppression practices, and authority for all data, lists, claims, offers, domains, accounts, recordings, and instructions. Before launch, Client must approve the target audience, scripts, claims, channels, sending identities, recording approach, calling hours, opt-out handling, and suppression inputs.

Required industry or geographic restrictions: _____________________

Compliance owner and approval source: ____________________________

99. Success Measures and No Guarantee#

Operational KPIs: _______________________________________________

Client-side KPIs and reporting source: ____________________________

KPIs are measurement tools and planning targets unless expressly labeled a binding service level with a stated exclusive remedy. CapConnect does not guarantee leads, appointments, attendance, pipeline, sales, conversion, revenue, profit, funding, deliverability, or other business outcomes.

1010. Change Orders and Acceptance#

Scope changes require a written change order describing the change, pricing, dependencies, and schedule impact. Where deliverable acceptance criteria apply, Client must give specific written notice of material nonconformity within five business days after delivery or the deliverable is accepted.

Special acceptance criteria: _____________________________________

1111. Special Terms and Incorporated Documents#

This SOW incorporates the Managed Services Master Services Agreement and, as applicable, the Mutual Nondisclosure Agreement, Data Processing Addendum, Security Addendum, Communications Terms, AI and Automation Terms, Acceptable Use Policy, and Subprocessors and Third-Party Services policy.

Negotiated special terms: ________________________________________

If no special term is written above, none applies. This SOW overrides the MSA only where it expressly identifies the MSA section being modified.

1212. Signatures#

Each signer represents authority to bind the named entity. Electronic signatures and authenticated acceptance are effective as originals.