We’re evaluating how to manage customer experiences around logo usage, quotes, case studies, and speaking engagements for 2025. As we work in the financial sector, we’re dealing with extra scrutiny on what needs to be formally agreed to. Many of our customers have had their marketing rights removed in their initial contracts, so there are scenarios where we need to go back to them to clarify what we can and can’t do. (which is also a best practices to let the customer know how we are using their voice, right!)

My main question is: What are your best practices regarding customer agreements for logos, quotes, case studies, speaking engagements, etc.? Do you manage these through separate agreements, or is there a single agreement that covers all these requests?

Once you get the " yes, " it's not always the most enjoyable part of the job, but we’re reassessing how to handle these requests more effectively. We would love to hear how others approach this.

(Does anyone have the magic to make this part easy. 😉)