When you are an Energy Practitioner,
it’s key to have a written Agreement with your client
to protect your INCOME
and have clear BOUNDARIES with your clients.
what is a Client Agreement
(for use by energy practitioners only)?
Your Client Agreement is a legally enforceable contract between you and your client. It’s designed for working with clients 1-on-1 as an Energy Practitioner.
Your contract spells out what happens when clients don’t pay, miss calls, or ask for refunds. It puts all of your policies in writing so it backs you up. It also includes a strong disclaimer that you’re not providing medical or mental health advice AND that you’re not guaranteeing any particular results.
It includes expectations about working with you, whether through hands-on touch or hands-off services so you can choose whichever language is appropriate for you.
(IMPORTANT NOTE: Be sure to follow local and state laws when it comes to hands-on touch with clients. In some states you need to be licensed as a massage therapist or licensed practitioner, or be a state-recognized licensed clergy member to place your hands anywhere on a client’s body. If you don’t know, please speak with a health care attorney in your state who works with licensed medical practitioners who can check the law for you so you can do energy work safely and legally.)
why do you need it?
Your Client Agreement protects you as an Energy Practitioner 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.
When clients seek support on the physical plane or energetic plane, to connect with loved ones who have passed, shift blocked energy, connect with the Divine, to free themselves from stories originating in past lives, there are a LOT of ways that a client can get confused about the results they can expect to receive. They can expect you to be a “miracle worker” and make all of their aches, pains, worries, sadness or grief instantly go away.
Your Client Agreement is a “compassionate container” to hold and support your client relationship which helps your clients get better results because they know exactly what you expect right out of the gate and what they need to do to SHOW UP for you at their best.
The DIY Client Agreement (for use by energy practitioners only) includes:
- Agreement Template – for you to download and complete
Thorough – but simple to personalize for your business
In plain English so it’s easy to understand
Created 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:
What it says and where to customize it
How it protects you
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 Client 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
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.
I feel safer and more secure in my business now more than ever before. Lisa breaks down the legal language in a way you can understand and she is very thorough in her approach. I was worried the legal language would be harsh for my clients to read. Lisa understood and she made adjustments so I was comfortable with the language, but kept me protected. She has a warm personal approach and worked in the best interest of my business. The legal documents helped me branch out into other business projects without fear.
Utilizing Lisa’s DIY templates within my biz has been THE reason why I have been able to move forward with the ideas and ventures that have been in my heart and on my mind for so long that I had not felt safe to pursue UNTIL finding and receiving the kind of protection and support that Lisa offers. It has given me the permission to embrace and claim my own genius and use it as a catapulting force within my life! Thank you Lisa for pursuing your Zone of Genius and sharing your Legal Love!
I love that Lisa is so open about applying spiritual principles to her business. I know that she authentically cares for her clients and runs her business with integrity. Working with her has even helped me to energetically shift in my business. Many of the values of her company align with my own. I am a huge proponent of empowering women entrepreneurs, and I know Lisa is too.
Add on a Private Legal Chat with Lisa to ask questions about the template after you’ve completed it.
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.