Do you have a small group or mastermind with a combination of
1-on-1 coaching and group calls?
Do you have a website (or are planning to do so soon?)
Are you on social media?
Cover your buns with these first legal steps you need:
Legal Starter Kit for Small Groups & Masterminds.
what is the legal starter kit for small groups & masterminds?
The Legal Starter Kit for Small Groups & Masterminds gives you the first legal steps you need to get legally covered when you have a website, are on social media and have a small group or mastermind with a combination of 1-on-1 coaching and group calls. It includes:
DIY Client Agreement for Small Groups & Masterminds – a contract to use with a high-touch small group (usually less than 20) that spells out your client policies for a group setting. (Note – this is not for 1-on-1 services or online courses).
DIY Mini-Disclaimer – a short disclaimer to protect your PDFs and social media pages.
DIY Website Disclaimer – a longer disclaimer for your website so people don’t get confused and come after you.
DIY Website Terms & Conditions – a detailed legal document to protect your website content, text and images.
why do you need it?
So you can have detailed, thorough language be clear about how group & 1-on-1 coaching calls work, confidentiality expectations for 1-on-1 and group conversations, and more.
So you can have all your policies for for your website, program materials and small group or mastermind in writing.
So you protect your unique website content – and your income from your private clients.
So you comply with certain laws and social media policies.
So you have tight legal language to fall back in writing if someone swipes your website copy or doesn’t pay you for your services.
to create anything that you want!
- So you can have detailed, thorough language be clear about how group & 1-on-1 coaching calls work, confidentiality expectations for 1-on-1 and group conversations, and more.
- So you and your clients have ALL of your key legal policies for your website, program materials and small group or mastermind in writing.
- So you protect your unique website content – and your income from your private clients.
- So you comply with certain laws and social media policies.
- So you have tight legal language to fall back in writing if someone swipes your website copy or doesn’t pay you for your services.
Each DIY template includes:
- Legal 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
How to use it
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.
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 always knew that I needed to get some of my 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. And she just gets it. Everything she does is super easy to understand and so loving that it’s simple to say yes to legal protection. Now I know that my clients are getting the best and that my income is protected. It’s a win, win, win!!
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.
Purchase a 30-Minute Power Hour with Lisa
to ask questions about the templates
after you’ve completed them.
(Note that this does not include a legal review
of your documents.)
want it done for you?
Don’t have time?
to see if Lisa can help you
or can refer you to another attorney.