Do you want to certify a mentee to be permitted to use
your methodology in their work?


Don’t wing it without having a solid agreement in writing.


A Certification Agreement sets the “rules of the game”
for training your mentee in your methodology.

what is a certification agreement?

Certification Agreement is a type of licensing agreement between you and your mentee. It sets the “rules of the game” for training your mentee in your methodology and allowing them to earn a certificate in your work.

The Certification Agreement spells out the certification benefits your mentee receives after completing the certification requirements (like having a special title, using a logo showing that they’re certified, and being permitted to use your methodology in their work.) The Certification Agreement also protects your content and spells out what the mentee CAN’T do (like copy your work, create a SIMILAR certification program, or teach your methodology to other people in a competitive way.)

Your Certification Agreement protects you in PRACTICAL ways with written legal language to fall back on, AND SPIRITUALLY it supports your sacral chakra by raising your energetic frequency to attract more of what you want and EXPANDING your money, creativity, and abundance.

why do you need it?

Your Certification Agreement is a legally binding agreement that you both are entering into – and it sets forth for the requirements and expectations of you AND of your mentee. It’s the best way to make sure each of you is on the same page right from the outset because when you’re training mentees through your certification program, you want to be sure that your mentees are highly aware of what exactly they need to do to become qualified.

It puts all of your policies in writing so it backs you up. The document also contains key disclaimer language and limits your liability to be sure your mentees know that if they use your methodology with clients, you are not liable for how they communicate that information to their clients. And, of course, you can use it to enforce what your mentee agreed to do when they signed on to become certified under you.

what’s included?

The DIY Certification Agreement Package includes:

  • Certification Agreement Template for you to download and complete.

Heart BulletThorough but simple to personalize for your business and use with your next client!

Heart BulletIn plain English so it’s easy to understand.

Heart BulletCreated with deep care and Legal Love™.

  • Audio Guide – to walk you through the template. You fill in the blanks and it’s ready to use! In just 1 hour, you will learn:

Heart Bullet What it says and where to customize it

Heart Bullet How it protects you

Heart Bullet When to use it

This DIY package is designed to give you a legal template that you can customize on your own and use immediately on your site. Know that it won’t create an attorney-client relationship between us and it is not personalized legal advice, but it’s an easy way to get your Certification Agreement in place quickly… with lots of Legal Love™!

can I really do it myself?

Yes, you can! Every DIY legal template is written in plain English and can be completed in 60 minutes or less.

Listen to the audio guide and follow along as I read the document aloud, and you’ll easily see where to fill in the blanks for your business.

the DIY investment?

 one payment of $397

four payments of $107

Important Note:
Please note that these documents are legal templates to complete and personalize yourself. They do not create an attorney-client relationship and are not to be construed as legal advice. Always have a local attorney review any legal document that you use in your business to be sure they comply with your state and local laws. Lisa is licensed as an attorney in the State of Ohio.

“Lisa will come to bat for you and has your very best interests in mind.”

Lisa has thought of everything, and even the things that I need to be covered for in the future has been thought of, and incorporated into the agreements she created for me. I feel completely at ease in this part of my business having worked with her.

Shana LaFore

Biz Strategist for Creatives

“Lisa really makes GETTING LEGAL fun & easy.”

Seriously, an Attorney + Holistic Life coach combination? For me, new learning curves can be a bit frightening when feeling unsure about the legal side of things. I felt so comfortable knowing Lisa helps holistic entrepreneurs protect and grow their businesses! What a breath of fresh air.

Irene Meiller, LMT

Massage Therapy Teacher

have questions?

Purchase a 30-Minute Power Hour with Lisa
to ask questions about the template
after you’ve completed it.
(Note that this does not include a legal review
of your document.)

want it done for you?

Don’t have time?
Apply here
to see if Lisa can help you
or can refer you to another attorney.