Running Termly as a service, Compliance Workflows

Termly Agency Implementation, Building Compliance Retainers

Learn how to deliver Termly's attorney-drafted policies and cookie consent management as recurring retainer services. This course covers client onboarding workflows, policy generation and customization, cookie scanning and classification, and white-label setup so you can scale compliance offerings across your agency portfolio.

Open the decision record for Termly

What does running Termly for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published
Time to first value
Not published
Payback
Not modeled

Is Termly worth running as a client service?

Termly provides a low-complexity compliance platform that agencies can adopt to offer managed compliance services. The evidence supports white-label reselling, but actual pricing and ROI depend on the agency's cost structure and client volume, which are not published.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Termly account (free tier available)
  • Client website URL for scanning and policy generation
  • Business information form data for each client
  • Cookie data from Termly scanner or manual input

People and inputs

  • Attorney-crafted policy templates from Termly
  • Cookie consent banner and preference center configuration
  • DSAR form setup
  • Google Consent Mode and IAB TCF 2.3 integration support

Included with the course

7 working documents for delivering this service.

  • Compliance Retainer Pricing Worksheetworksheet
  • Client Onboarding Checklist for Policy Generationchecklist
  • Cookie Audit and Classification SOPsop
  • White-Label Agency Setup Guideguide
  • Policy Update and Regulation Monitoring Templatetemplate
  • Consent Banner Customization Checklistchecklist
  • DSAR Form Implementation Workflowsop

Listed by name. These documents are not yet published as individual downloads.