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Rules and ethics

Part of Before you plan content, the keyword research rules and ethics to follow

Keyword research contracts: what to check before signing

A practical pre-signing checklist for keyword research contracts, covering ownership, scope, UK data protection, marketing rules and advertising claims.

What to take away

  • In keyword research contracts, decide who owns each keyword list and the reports built from it before any work starts.
  • Tie every clause to the rule it supports, whether that is data protection or marketing consent.
  • Agree in writing how personal data from interviews and exports is handled.
  • Check substantiation duties if the advertising reaches audiences in the United States.
  • Keep the signed copy with the brief so a scope dispute does not rest on memory.

This guide covers keyword research contracts for buying or licensing research: tool subscriptions, freelance briefs, agency retainers and data licences. For contracts governed by the law of England and Wales, say so expressly; Scotland has its own contract law and court procedures. UK GDPR, the Data Protection Act 2018 and PECR apply across the UK. Individual agreements need a qualified adviser.

What counts as a keyword research commercial contract?

Most teams sign more than one. A tool subscription is a licence. A freelance brief is a services contract with deliverables attached. An agency retainer mixes both, and may add a clause about reusing method on other accounts. Check whether it lets the agency reuse your exact keyword set, search-intent mapping or client-specific findings for a competitor; state what can be reused, and whether it must first be anonymised.

Contract types and key risks

Tool subscription

What it is
Licence
Deliverables
Access to tool
Reuse of output
Check licence
On exit
Access stops

Freelance brief

What it is
Services contract
Deliverables
Keyword lists, briefs
Reuse of output
Agree ownership
On exit
Handover terms

Agency retainer

What it is
Mixed licence and services
Deliverables
Ongoing work and method
Reuse of output
Often reuse on other accounts
On exit
Historical data risk

Read each one against the job it does, rather than forcing a single template. Two questions sort them quickly: who can reuse the output, and what happens when the term ends?

A licence that stops on cancellation can leave a team without historical data it has paid for over years. That belongs in the exit clause.

What belongs in the scope and deliverables clause?

Scope and deliverables checklist

  • Keyword lists with format and date
  • Cluster maps with format and date
  • Intent notes with format and date
  • Content briefs with format and date
  • Refresh dates with format and date
  • Number of revisions and turnaround time
  • Change processapprover, rate, speed

State the number of revisions and the turnaround time. Otherwise ongoing optimisation can mean anything, and a supplier can bill for work the buyer assumed was included.

The change process should state who approves extra scope, how the supplier prices it and whether delivery dates move. Keep revision limits, turnaround times and extra-scope rates explicit. The wider rules behind these clauses sit in the keyword research rules and compliance guide, which brings data, disclosure and record-keeping together.

Add a confidentiality clause covering client briefs, unpublished keyword sets, search-intent mappings and CRM-derived insights. A limitation of liability clause and an indemnity clause should allocate responsibility for losses, including intellectual property infringement, unauthorised disclosure and data breaches; check their scope, exclusions and interaction.

How should personal data be handled?

The UK GDPR, supplemented by the Data Protection Act 2018, sets the framework for personal data. Record the lawful basis for each processing purpose: consent, contract, legal obligation, vital interests, public task or legitimate interests. Do not choose a basis merely because the contract labels it lawful.

When a supplier processes personal data on the client's instructions, identify the controller and processor roles and attach a data processing agreement (DPA) with Article 28 UK GDPR terms. Specify the processing subject matter, duration, nature and purpose, data types and data-subject categories, as well as documented instructions, confidentiality, security, subprocessor controls, assistance, return or deletion and audit information. Name any subcontractor handling transcription or coding, and set notice and approval or objection steps before a change.

Check whether a supplier or subprocessor will access personal data outside the UK. Where a restricted transfer needs a safeguard, specify the UK International Data Transfer Agreement (IDTA) or the International Data Transfer Addendum to the EU Commission Standard Contractual Clauses (UK Addendum), as appropriate.

The Privacy and Electronic Communications (EC Directive) Regulations 2003 (PECR) regulate electronic-mail marketing, and the ICO's business-to-business marketing guidance explains how they apply. Unsolicited marketing email to corporate subscribers may be sent without prior consent, but sender identification and an opt-out route are required; sole traders and some partnerships are treated as individual subscribers and generally need consent, subject to the soft opt-in. Check any clause that assumes blanket consent.

What about claims and disclosure?

If a client advertises into the United States, section 5 of the FTC Act prohibits unfair or deceptive acts or practices. The FTC's Guides Concerning the Use of Endorsements and Testimonials in Advertising (16 CFR Part 255) address endorsements and material connections. Name who must substantiate each claim and disclose paid endorsements so evidence and approvals are ready before publication.

For UK ads, check the applicable code: the CAP Code covers non-broadcast advertising and the BCAP Code covers broadcast advertising. The Advertising Standards Authority (ASA) handles complaints under these codes. Put the proof in the same folder as the keyword brief, with a note of where each figure came from.

What steps come before signing?

  1. Confirm every contracting party and registered address, the governing law (England and Wales or Scotland) and the relevant court jurisdiction.
  2. Fix the keyword research deliverables, formats, dates, revision limits, approval process and how extra scope is priced.
  3. Set ownership and permitted reuseidentify keyword sets, search-intent mappings and reports; include an IP assignment clause and any supplier licence-back, and say whether client-specific material can be used for competitors.
  4. Record each party's controller or processor role, the UK GDPR lawful basis and retention and deletion terms; attach an Article 28 data processing agreement where needed, with security, subprocessor and transfer safeguards.
  5. Check PECR and ICO guidance for marketing lists, then name the applicable CAP Code, BCAP Code or US rules and who approves claims, keeps evidence and discloses endorsements.
  6. Include confidentiality, limitation of liability and indemnity clauses, plus fees, notice, termination and exit terms for returning or retaining data.
  7. If a freelancer works through an intermediary, assess whether the off-payroll working rules (IR35) apply and who has responsibility for the status determination; HMRC's Check Employment Status for Tax (CEST) tool can assist. File the signed contract with the brief and any change log.

Contract law and court procedures differ in Scotland, so do not treat English and Welsh terms as automatically suitable for a Scottish governing-law contract. UK GDPR, the Data Protection Act 2018 and PECR apply across the UK; for a country-specific overview, see keyword research regulations in England.

Common questions

Who owns the keyword lists?

That depends on the contract, not on who typed the list. Copyright in written output generally starts with its author, subject to exceptions such as employee-created work, so payment alone should not be treated as an assignment. Include an IP assignment clause: an assignment of copyright must be in writing and signed by or on behalf of the assignor under the Copyright, Designs and Patents Act 1988. Name the rights transferred and any licence-back, and address copyright in the written output in the clause.

Does UK data protection law apply?

Yes, wherever personal data is processed. Exports, interview notes and panel records all count. Search volume data on its own usually does not.

Can a supplier reuse client data?

The agreement should state whether reuse is allowed and define its limits. Do not accept blanket permission without addressing client-identifiable keyword sets, search-intent mappings and confidential findings used for competitors; if reuse is intended, specify what may be reused and whether it must first be genuinely anonymised. Match the wording to the confidentiality clause and data protection restrictions.

Do US rules affect a UK contract?

They can, when the content reaches US audiences. A clause requiring evidence for claims and disclosing paid endorsements covers both markets. Take advice on your own facts.

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