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Business Coaching or Strategist Client Contract Template
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When you’re coaching someone and giving advice about their business, the stakes are high. That’s why it’s particularly important to spell out all the details in a Business Coaching or Strategist Client Contract, so you can answer questions like:
What exactly is your area of expertise? And can you guarantee that you’ll help me achieve a specific result or make a certain amount of money?
What are you agreeing to do as my coach or strategist? And what am I agreeing to do as your client?
Will you discuss anything we talk about during our sessions with your other clients?
This template is tailor made for social media strategists, marketing and sales consultants, leadership coaches, outsourced CFOs, and other business advisors. The Business Coaching or Strategist Client Contract also helps outline session procedures, scheduling and cancellation policies, as well as payment terms.
This contract template is drafted by a lawyer and can be completed in about 20 minutes (aka the same time it takes you to watch an episode of your latest Netflix obsession).
If you’re just getting started in business, funds are tight, or you need to get legal protection in place ASAP, this contract template is perfect for you. Plus, it’s a fraction of the cost of working with a lawyer on a custom contract (pssst…working one-on-one with our firm starts at $5,000).
Our templates were designed to be completed by the purchaser and should not be considered a substitute for hiring an attorney. The AWB Firm is not your attorney unless you have separately hired us by signing an engagement agreement.
How can I reach someone to help me?
Email our support team at email@example.com for any questions about contract templates.
I don’t live in Tennessee / the United States, can I use these documents?
Autumn Witt Boyd, the lawyer who primarily created these documents, is licensed to practice law in Tennessee, and other attorneys with our firm who have given input into these documents may be licensed in other states.
The documents were drafted to be generally applicable throughout the United States, but if you have a question or want to be sure about your state's laws, we encourage you to consult with a local lawyer. Since you'll already have a solid contract to discuss with a local lawyer, this consult should be simple and quick, without requiring very much research or one-on-one legal time.
These documents are not, however, intended to be used by anyone outside the United States.
How do I know these documents will work for my creative business?
We wrote these documents specifically for creative entrepreneurs – online educators, coaches, podcasters, bloggers, YouTubers, designers, photographers, and other creatives. They might not work as well for a brick and mortar pizza shop or boutique, but they are already pre-customized to fit your online, creative business.
How do I actually customize my documents?
You will receive your documents by email in editable format (Word) for easy customization. You can even save your own custom versions of your legal documents to use in different scenarios or with different clients or products.
There are highlighted prompts to direct you to any text you need to fill in or change to customize the document to your specific business.
What if the law changes, will you send me new documents?
We regularly monitor federal intellectual property and advertising laws for changes, and frequently update our contract templates. We will let you know of any major changes in the law that affect your documents (such as the recent EU privacy law, GDPR, that went into effect in May 2018). If we make a major update due to a change in law, we will email you an updated version.
Can I share my document with a friend?
How are these documents different from what I can buy from LegalZoom or another contract template shop?
Unlike other contracts you can buy from LegalZoom or RocketLawyer (or any other online template shop), we wrote these documents for you based on our combined 30+ years of experience working one-on-one with businesses large and small, and our expertise supporting the best online course creators in the business through their legal challenges.
I’ve combined my top-tier legal training and experience with their hard lessons learned (and many thousands of dollars spent on my legal fees!) to create templates that are already customized for your creative business. All you have to do is fill in a few blanks, at a fraction of the price and time commitment of hiring your own lawyer.
We include as much plain English language as we can in our documents, so you actually understand what they say. While some legalese is unavoidable (and important to include for your benefit!), we use the bare minimum.
How do I use Sezzle to pay for my purchase in four equal installment payments (for products over $250)?
We offer Sezzle financing for all template purchases totaling $250 or more. This payment option allows you to pay four monthly installment payments instead of one lump sum when you purchase from our shop.
To use this option, you will start the regular check out process.
On the "payment" screen, choose Sezzle as your payment option and then click "Complete Order."
You will be redirected to Sezzle's website where you can create a new account or log into an existing account and provide Sezzle with your payment information.
Autumn is an experienced intellectual property and business lawyer who helps coaches, course creators, and online business owners reach their big goals.
Since 2015, the AWB Firm has helped side hustlers, solopreneurs, and empire builders alike protect, grow, or scale their business with confidence. You’ll never have to explain what a funnel is, how an online course is built, or what it means to your business if your FB ads account gets shut down because Autumn runs her business the same way you do.
Autumn is a firm believer that good contracts are the best legal protection that all businesses should implement, which is why she designed our contract templates to be easy-to-use and cost-effective.
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