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?

Client Agreement for Small Groups & Masterminds is best for

(1) small groups in a high-touch setting – like a mastermind or smaller group program – especially when they have lots of contact with you or your lead coaches or mentors, or

(2) a combo/hybrid program that includes BOTH group calls and 1-on-1 calls.

NOTE: If you offer purely self study programs or self-paced online courses, you’ll need Terms of Use instead.

If you’re a licensed practitioner operating under your license OR operating as a health coach, this may not be the right legal document for you. Before purchasing, please book a free 20-Minute Legal Chat with us so we can point you in the right direction.

When you are offering small group or hybrid programs, this contract includes language to address:


  • program description
  • refund policy
  • missed payments
  • late or missed appointments
  • medical and others disclaimers that limit your liability
  • confidentiality
  • intellectual property protection and ownership of work (both yours AND theirs!) when in a group setting
  • and more

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.

what’s included?

The DIY Client Agreement for Small Groups & Masterminds includes:

  • Agreement Template – for you to download and complete

Heart Bullet Thorough – but simple to personalize for your business

Heart Bullet In plain English so it’s easy to understand

Heart Bullet 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:

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 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?

 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.

“We had been playing it ‘small and safe’ for fear of legal ramifications but now 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. 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.

Keri Nola & Lloyd Burnett

Co-Founders of Go Deeper, Get Lighter LLC

“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.

Amber Lilyestrom

Branding Strategist & Business Mentor

have questions?

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.