18 minutes | Dec 30th 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



Russ Ruffino 

Carolin Soldo