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 #3:  Small Groups & Masterminds.

what is the legal starter kit #3: small groups & masterminds?

The Legal Starter Kit #3: 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. 

NOTE: If you offer purely self study programs or self-paced online courses, you’ll need Legal Starter Kit #2: Group Programs or Online Courses instead.

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

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.  It is also for use with a combo program that includes group and 1-on-1 support. 

DIY Mini-Disclaimer – a short disclaimer to protect your PDFs and social media pages.

DIY Website Disclaimer –  a longer disclaimer for your website which limits your liability so people don’t get confused about your role and expertise and come after you.
DIY Website Terms & Conditions – a detailed legal document to protect all of your intellectual property on your website, including your content, text & images.
DIY Privacy Policy – – a GDPR- compliant privacy policy detailing how you’ll keep website visitors’ personal information safe & confidential. This policy is required for many countries, and even some US states, and necessary for social media ads.

why do you need it?

Heart BulletSo 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.

Heart BulletSo you can have all your policies for for your website, program materials and small group or mastermind in writing.

Heart BulletSo you protect your unique website content – and your income from your private clients.

Heart BulletSo you comply with certain laws and social media policies.

Heart BulletSo you have tight legal language to fall back in writing if someone swipes your website copy or doesn’t pay you for your services.

And, most importantly, so you can feel safe, secure, confident
and empowered to expand your services
and increase your reach!

  • 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.

And, most importantly, so you can feel safe, secure, confident and empowered to expand your services
and increase your reach!!

what’s included?

Each DIY template includes:

  • Legal 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

Heart Bullet How to use it

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

This DIY package is designed to give you legal templates 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, Mini-Disclaimer, Website Disclaimer, Website Terms & Conditions and Privacy Policy 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 explain each section, and you’ll easily see where to fill in the blanks for your business.

the investment?

 one payment of $1297

four payments of $327

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.

“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

“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

have questions?

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?
Apply here
to see if Lisa can help you
or can refer you to another attorney.