offering a program
that includes BOTH
individual & group calls?

 (like a hybrid program, combo program
or small group mastermind)

 Good move!

 Online courses or programs
with group and 1-on-1 support
are a powerful way to reach more people.

 But, here’s the key…

the legal game changes with hybrid programs.

 

They’re not the same as 1-on-1 services.

They’re not the same as group programs or DIY courses.

They need different legal language to protect you.
(That’s just how it works.)

 

Hybrid programs need additional protection for…

Heart Bulletconfidentiality… so you’re not liable if a group member shares others’ info.

Heart Bullet content… so you’re not at fault if a group member steals someone else’s work.

Heart Bullet calls… so you’re not blamed for recording or sharing call content as testimonials.

Heart Bullet and more!

the legal game changes with hybrid programs.

 

They’re not the same as 1-on-1 services.

They’re not the same as group programs or DIY courses.

They need different legal language to protect you.
(That’s just how it works.)

 

Hybrid programs need additional protection for…

❤️ confidentiality… so you’re not liable if a group member shares others’ info.

❤️ content… so you’re not at fault if a group member steals someone else’s work.

❤️ calls… so you’re not blamed for recording or sharing call content as testimonials.

❤️ and more!

don’t get caught without the right
legal protection for your hybrid program.

don’t get caught without the right
legal protection for your hybrid program.

if you are a…

 

 health
coach

 

 life
coach

 

 functional
nutrition
coach

 

 wellness
coach

 

 business
coach

 

 fitness
professional

 

 mindset
coach

 

 marketing
mentor

 

social
media
coach

and want to offer a hybrid program, like, for example: 

 

small group “kick your sugar habit”
health coaching program with two 1-on-1 calls.

 

“high vibe” business mastermind
with 1-on-1 Voxer support between group calls.

 

get calm” life coaching program
with individual kickoff and finale calls.

 

“fit fridays” group fitness program
with a 1-on-1 upgrade option.

 

“protein-packed power” paid group workshop
with a 1-on-1 coaching call.

 

“TikToks made easy” group-led course
with an individual TikTok account assessment call.

you need to use the right legal language

to protect you for the group calls

AND the 1-on-1 support.

you need to use the right legal language

to protect you for the group calls

AND the 1-on-1 support.

❎ nope, you can’t just “use a 1-on-1 client contract”.

You don’t have any legal protection for your group interaction.


❎ nope, you can’t assume your current legal language “works”.

You need clear policies for payment, cancellations, intellectual property – and some are different with a hybrid program.


❎ nope, you can’t “trust” that people will respect confidentiality.

You need the right language for BOTH the 1-on-1 and group part of your program
so you aren’t liable for confidentiality slip ups.


❎ nope, you can’t “hope & pray” no one will ask for a refund.

You need to ensure you don’t have to give refunds if you don’t want to.

And, most importantly, you need to use the right legal protection
so you feel safe, secure, confident and empowered to expand your services.

introducing:

join me for…


90-minute live workshop

to answer your questions in real time.

 

+


the right DIY legal template(s)

to help you feel confident and safe to offer your hybrid program.

 

Here’s how it works…

1. We’re bundling the document(s) and workshop to give you access to me to ask questions so you feel clear and confident – AND we’re giving you a big price break!

2. You’ll get access to your legal document(s) immediately.

3. Just download it/them and fill in the blanks based on my comments or follow the audio guide(s).

4. Bring your questions to the live workshop…and then you’ll be ready to go for your next launch!

just choose level 1 or level 2.

level 1

DIY Client Agreement for Small Groups & Masterminds template,
the right client contract for your hybrid program

+

90-Minute Live Workshop
Tuesday, September 10, 2024
4:00 – 5:30 pm PT / 7:00 – 8:30 pm ET

This level is right for you if…

You already have your website documents on your site, but you need legal language for your hybrid program.

 

value for 90 minutes of legal support + 1 DIY Template

= $1394

your investment:

pay in full $597

2 monthly payments of $307

level 2

Legal Starter Kit #3,
a bundle of 5 templates which includes the right client contract for your hybrid program AND all of your website documents:
– DIY Client Agreement for Small Groups & Masterminds
– DIY Mini-Disclaimer
– DIY Website Disclaimer
– DIY Website Terms & Conditions
– DIY Privacy Policy

+

90-Minute Live Workshop
Tuesday, September 10, 2024
4:00 – 5:30 pm PT / 7:00 – 8:30 pm ET

This level is right for you if…

You need legal language for your hybrid program
AND brand new – or updated – website documents
for the footer of your website.

 

value for 90 minutes of legal support + legal starter kit #3

= $2294

your investment:

pay in full $1497

3 monthly payments of $507

Don’t wait – if you want to offer a hybrid program, this is exactly what you need.

“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.

Alexis Logan

Alexis Logan

Master Healer & Coach

“Lisa just gets it. Everything she does is super easy to understand and so loving that it’s simple to say yes to legal protection.”

I always knew that I needed to get some legal ducks in a row but it felt so daunting…like where do I start, is this going to cost me my life savings, what if they scam me, I’m going to feel like an idiot…and then Lisa came along. Now I know that my clients are getting the best and that my income is protected. It’s a win, win, win!

Alexis Logan

Laura Sprinkle

Affiliate Partnerships Strategist

“I chose Lisa’s services because she is a coach AND lawyer and her site offered DIY legal templates that are designed for coaches and entrepreneurs rather than some random template out there online.”

I was completely sold when I read about chakras on her site (I love everything woo and intellectual at the same time). Lisa’s DIY Client Agreement template gave me the confidence, ease of mind, and was available right away even before I could hop on a call with her.

Jo Huang, CPCC

Career & Money Breakthrough Specialist

if the “legal stuff” has felt scary
or you haven’t felt “ready” yet…

deep down, part of you knows that being
exposed is holding you back.

 

I can assure you, when you take legal steps,
you feel safe and secure…

and you shift your energy to expand and create.

just choose level 1 or level 2.

level 1

DIY Client Agreement for Small Groups & Masterminds template,
the right client contract for your hybrid program

+

90-Minute Live Workshop
Tuesday, September 10, 2024
4:00 – 5:30 pm PT / 7:00 – 8:30 pm ET

This level is right for you if…

You already have your website documents on your site, but you need legal language for your hybrid program.

 

value for 90 minutes of legal support + 1 DIY Template

= $1394

your investment:

pay in full $597

2 monthly payments of $307

level 2

Legal Starter Kit #3,
a bundle of 5 templates which includes the right client contract for your hybrid program AND all of your website documents:
– DIY Client Agreement for Small Groups & Masterminds
– DIY Mini-Disclaimer
– DIY Website Disclaimer
– DIY Website Terms & Conditions
– DIY Privacy Policy

+

90-Minute Live Workshop
Tuesday, September 10, 2024
4:00 – 5:30 pm PT / 7:00 – 8:30 pm ET

This level is right for you if…

You need legal language for your hybrid program
AND brand new – or updated – website documents
for the footer of your website.

 

value for 90 minutes of legal support + legal starter kit #3

= $2294

your investment:

pay in full $1497

3 monthly payments of $507

Don’t wait – if you want to offer a hybrid program, this is exactly what you need.

“Lisa is the perfect mixture of legal genius and soul sister that JUST GETS IT.”

I walk away with legal wisdom PLUS documents that my customers actually understand AND still cover my tail. She’s removed the worry and made the legal part fun again. She is hands down my go-to legal lady.
Alexis Logan

Katie Den Ouden

Life & Business Strategist

“Knowing I’m legally covered because of Lisa’s guidance has changed everything for me.”

Before I got legally covered by Lisa, I was a professional Psychic Medium, doing Ask a Medium shows and taking private clients. I felt nervous, unsure of how to put myself out in the world, though I was trying to.

After working with Lisa, I opened my private Mentorship Program, launched the Be Guided and Be Great podcast, wrote a book and developed a gorgeous website with all of the legal documents in place.

Lisa’s knowledge, smart wit, and certainty about the law has given me the confidence and the freedom to do my work in the world with an open heart.

Kate Saint Clair

Psychic Medium/Spiritual Consultant

“I love that Lisa uses ‘normal people speak’ within the language of the templates so they’re easy for both parties to understand.”

Lisa’s DIY templates have been incredibly helpful for both myself and my wife. I love how she explains the chakras aligned with each template in an accompanying audio and video.

Kyle Schmitt

WordPress and Tech Consultant for Beginning Entrepreneurs

frequently asked questions

how does the program work?

You’ll get access to your legal documents immediately. Just download them and fill in the blanks based on my comments or follow the audio guides.

Bring your questions to the live workshop… and then you’ll be ready to go for your next launch!

The live 90-Minute Workshop will be held on:

Tuesday, September 10, 2024
4:00-5:30 pm PT / 7 – 8:30 pm ET

During the workshop, I’ll be available to answer questions about the templates and provide support.

Note that you’ll complete your own legal documents on your own time.

The workshop will be recorded, but you’ll want to make it live to get your questions answered in real time, first come, first serve.

will you be offering this program again?

This is a 1-time limited offer, so you’ll want to take advantage of it now.

Typically, 90 minutes of legal support with me costs $997 alone.

Each DIY legal document is $397, and our bundles start at $1297.

We’re bundling the document(s) and workshop to give you access to me to ask questions so you feel clear and confident – AND we’re giving you a big price break!

Don’t wait – if you want to offer a hybrid program, this is exactly what you need.

how long will I have access to the material?

You will have lifetime access to the DIY legal templates and workshop recording!

does this program include any private one-on-one time with Lisa?

Unfortunately, no – but, we know you may have questions.

You’ll be able to ask individual questions during the live 90-Minute Workshop. (That’s exactly why we’re offering the Workshop.)

if I’m just starting out with a hybrid program, do I REALLY need all of this now?

Yes! Just starting out is the BEST time to protect yourself, one step at a time, so you protect yourself from the outset and set yourself up properly from the start.

Trust me, you don’t want to wait until you get into a legal pickle and then need help!

We’ve combined your legal document for your hybrid program (and your website documents if you need them) with a live Workshop to give you maximum support for your investment.

You are wise to protect yourself from client snafus BEFORE you start offering your hybrid program.

do I need this program if I already have a few of these templates?

Yes! If you already have your website documents for the footer of your website, but you need your client contract for your hybrid program, choose level 1.

If you need your website documents + your client contract for your hybrid program, choose level 2.

And know that the 90-minute live Workshop is a one-time offer and will be a gold mine of information.

why shouldn’t I just go to my family’s lawyer down the street?

The lawyer down the street may be an excellent lawyer, but I’ve found that many lawyers aren’t familiar with coaches, holistic practitioners and online entrepreneurs.

I’m trained as a holistic health and life coach so she understands your needs and I’ve created these templates specifically for you… because I get you and what you do!

if I take this program, does it make Lisa my lawyer?

No. This course is not legal advice and does not create an attorney-client relationship between us.

It’s a group program with DIY legal templates designed for everyone to use that are a fraction of the cost than if a lawyer prepared them for you. Law varies by location and is constantly changing. I always recommend having your completed DIY legal templates reviewed by your local attorney to make sure they conform to your local laws.

can I get a refund if I change my mind?

Because this content is carefully curated, downloadable, and available to you online, I apologize that there are no refunds available for this program.

does this program apply to me if I am located outside the US?

The DIY legal templates are written with US-based businesses in mind. Much of the program content could still apply if you’re outside the US, so you’ll want to have your DIY legal templates reviewed/revised by a local attorney to make sure they comply with your country, state/province, and local laws.

If we haven’t met yet, it’s great to meet you!

I’m Lisa Fraley, JD, an Attorney, Legal Coach®, Speaker and #1 Best-Selling Author of Easy Legal Steps…That Are Also Good for Your Soul. I’m the host of the “Legally Enlightened” podcast on iTunes.

As a Holistic Lawyer®, I blend my legal expertise as a former health care attorney in a large corporate law firm and the care of a Health Coach through IIN & Life Coach through Coach U to help thousands of heart-centered holistic health practitioners, licensed practitioners, coaches, and entrepreneurs protect their businesses and brands with contracts, disclaimers, trademarks and more.

I share my “Legal Love” through DIY legal templates, online courses, 1:1 services and on stages from British Columbia to the Bellagio – and I’m uniquely known for aligning legal steps with the chakras. My mission is to help small business owners and practitioners understand that the law can be accessible, empowering, loving, and even spiritual. I graduated from Case Western Reserve School of Law with a concentration in health law and I hold a Certificate in Sustainable Business Strategy from Harvard Business School Online.