Written and reviewed by David Moris
David Moris is Co Founder of Editorial Backlinks and leads SEO strategy, campaign planning, quality control, reporting and long-term growth. Last reviewed July 29, 2026.
Define confidential information
Client names, target pages, strategy, pricing, credentials, unpublished data, outreach drafts and publisher relationships may require different levels of protection.
Set communication boundaries
State whether the fulfilment provider can contact the end client, use its own brand, join calls or communicate with journalists from a shared identity.
Use a non-solicitation rule
A reasonable clause can prevent the provider from approaching disclosed agency clients for competing work during the engagement and for a defined period afterward.
Limit access to client data
Share only the information needed for the campaign. Use named accounts, access control and a process for removing access when the engagement ends.
Control case studies and public claims
The provider should not publish client names, logos, results or campaign details without written permission. Anonymized examples should still avoid revealing the client indirectly.
Create an exit process
At the end of the engagement, return reports and approved assets, remove unnecessary access, retain only required legal or accounting records and document any continuing replacement obligations.
Frequently asked questions
Not always, but written confidentiality expectations are important for white-label work.
The period should be reasonable for the commercial relationship and stated in the agreement.
Only with the appropriate permission and without misrepresenting confidential client work.