“Do I REALLY need to use a Client Agreement? Can’t I just pull a few paragraphs together and use the same document for every kind of client I have?” Many entrepreneurs or coaches feel uncomfortable using different written Client Agreements with different types of clients. Yet, by not doing it, they put their income and program content on the line.

In this episode, you’ll learn about 3 types of clients and why you want to use a different type of Client Agreement when working with each of them to protect your income, your program content and your brand.

in this episode you’ll learn:

• 3 reasons to feel good about using Client Agreements 
• Which kind of Client Agreement to use with 3 different types of clients – including why they differ and how each one protects you 
• When to use a Client Agreement with programs and services for your one-on-one clients
• When to use a Client Agreement for Small Groups & Masterminds specifically designed for your Masterminds or small group programs
• When to use a Client Agreement for a Combo Program for offering a program that includes group coursework AND 1-on-1 coaching 
• Why I align Client Agreements with the sacral chakra 

resources:

Easy Legal Steps – download the first book chapter free!

Episode 2 – #1 Reason to Use Client Agreements

Episode 18 – 3 Reasons Why You Shouldn’t Copy Your Friend’s Legal Document

Episode 72 – What Can Happen When You Create Your Own Legal Documents

Episode 70 —3 Big Myths About Refunds

Episode 57 – How to Protect Your Mastermind

Episode 86 – How to Support Your Sacral Chakra with a Client Agreement

DIY Client Agreement

DIY Client Agreement for Small Groups & Masterminds

DIY Refund Policy

mentions:

Russ Ruffino 

Carolin Soldo

This podcast is attorney advertising and does not establish an attorney-client relationship. It is educational and informational and not legal advice. Always work directly with an attorney about your specific situation. References to clients include truthful statements from real clients but their names have been changed to protect confidentiality. These client stories are not a guarantee, warranty, or prediction regarding the outcome of your legal situation. They are shared purely to educate and inform you about potential general legal issues that may arise in business. Guest experts have not been compensated for their interviews.