Do you have a small group program
or mastermind (either live or online)
with a combination of 1-on-1 coaching and group calls?
You want to have a written agreement that your participants sign
when they sign up to work with you.
what is a client agreement for small groups & masterminds?
A Client Agreement for Small Groups & Masterminds is best for
(1) leading small groups in a high-touch setting, especially when they have lots of contact with you or your team members, like a lead coach or mentor, or
(2) a combo program that includes group and 1-on-1 support.
(Note – this is not for 1-on-1 services or purely self-study online courses).
When you are in a small group setting, you want to be sure that your clients are highly aware of what happens when clients don’t pay, miss calls, or ask for refunds. This contract covers all of that and contains key disclaimers that limit your liability. Finally, it also addresses issues of confidentiality and protection of the ownership of work (yours AND theirs!) when in a group setting.
why do you need it?
Your Client Agreement for Small Groups & Masterminds 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.
The DIY Client Agreement for Small Groups & Masterminds 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 for Small Groups & Masterminds 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?
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.
“Our work is expanding by leaps and bounds. Each new legal document that Lisa creates for our business, gives us permission to elevate our soul mission to its next level. After hiring Lisa we realized how “small and safe” we had been playing it for fear of legal ramifications. However, with the loving legal protections Lisa helped us put in place, it created the sacred container we needed to fully surrender to the work we’re here to do.”
“I love working with Lisa because of her incredible outlook on integrating the law with the chakras and a cohesive, heart-centered business. She presents the softer side of protecting ourselves and what the profound benefits can be beyond the obvious. Lisa is an incredible light and gift, her experience and her dedication to serving are unparalleled.”