Do you see 1-on-1 private clients?

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 #1: 1-on-1 clients.

what is the legal starter kit #1: 1-on-1 clients?

The Legal Starter Kit #1: 1-on-1 Clients gives you the first legal steps you need to get legally covered when you have a website, are on social media and are seeing private 1-on-1 clients. It includes:

DIY Client Agreement a contract that spells out your client policies for your 1-on-1 clients so they show up on time and pay you! (NOTE – this is not for group programs, online courses or combo programs).

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 that disclaims your liability, spells out your client policies and protects your website content and visitors’ privacy.

Heart BulletSo you and your clients have ALL of your key legal policies for your website, program materials and 1-on-1 clients 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 on 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 that disclaims your liability, spells out your client policies and protects your website content and visitors’ privacy.
  • So you and your clients have ALL of your key legal policies for your website, program materials and 1-on-1 clients 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 Mini-Disclaimer, Website Disclaimer, Client Agreement, 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.

“Having a solid legal foundation with the right documents lets me build my business with confidence, eliminates anxiety and allows me to focus on supporting my clients.”

It is difficult to bring your best self to your clients if you’re concerned that you’re not legally covered. Just like building the foundation of trust and rapport with clients, building your legal foundation is essential to optimal functioning, personally and professionally.

I’m just so grateful for you, Lisa. You really understand our industry. I don’t know what I would do without you!

Gina Lockwood-Sheehan

Functional Medicine and National Board-Certified Health & Wellness Coach & Founder of Forte Wellness Coaching, LLC

“Lisa’s energy and positivity are infectious and her intelligence and commitment to legally protecting people and their businesses is like nothing I have ever seen.”

I purchased one of Lisa’s DIY legal templates. At first, I was hesitant because even though I knew the purchase included a guided audio, I was concerned that it would be complicated, boring or time consuming to create. I was completely and totally wrong! Listening to the audio and adding my own details to the legal document was a JOY. I was sincerely surprised. Not only was it easy, but I felt my business being completely taken care of in the most positive, direct, simple and respectful way.

Lisa infused into the document, the audio and all the materials she provided with great care, love and integrity. I am deeply grateful and cannot recommend working with Lisa more highly. I have worked with her as a direct client and now as an online consumer of her DIY products.

She is a true gem. If you are a spiritually minded, socially conscious person, there is no other lawyer or legal coach on the planet more skilled to help than Lisa.

Rachel Madorsky

Self Love Strategist & Executive Coach

“I don’t have to worry about clients missing payments anymore!”

I used to struggle with clients who didn’t pay me on time and it caused me a lot of stress. Having a Client Agreement makes me more comfortable drawing boundaries with my clients and stepping into a strong leadership role as their health coach.

Shayna Mahoney

Certified Transformational Holistic Health Coach

“Lisa broke down the legal language in steps I could easily understand.”

I felt secure that because Lisa was a Health Coach herself, so she understands what I need for my online business. I feel confident that I am protected in my business.

Tania Pinto

Holistic Nutrition and Wellness Coach

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.