18 minutes | Dec 30, 2019

EP98: 3 Types of Client Agreements for 1-on-1 Clients, Masterminds and Combo Programs

“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?” I get asked these questions often because 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, Lisa shares:  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  Use a Client Agreement with programs and services for your one-on-one clients Use a Client Agreement for Small Groups & Masterminds specifically designed for your Masterminds or small group programs Use a Client Agreement for a Combo Program when offering a program which includes group coursework AND 1-on-1 coaching  Why Lisa aligns 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   Mentions: Russ Ruffino  Carolin Soldo
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