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Top 10 Essentials for Your Client Contract/Agreement

Picture this: you're embarking on a coaching/therapy journey with a new client, full of excitement and possibilities - except. you don't have a Client Contract/Agreement.


What can go wrong without setting the boundaries and limits up from the start, hey?


Well.... a lot.




So, setting up clear expectations and legal safeguards through a well-thought-out coaching/therapy agreement is like laying a sturdy foundation for a successful partnership.


At the core of every fruitful professional engagement lies a well-crafted coaching contract that outlines the boundaries, responsibilities, and goals of both parties involved. As a sex and relationship expert, ensuring that your contract covers all essential elements is not just good practice but a vital step towards protecting your business and creating a harmonious client-expert dynamic.


Here are the ten essential elements you should include in your agreement:

1. Introduction and Background

Begin your agreement with a brief introduction that outlines the purpose and goals of the professional relationship. Provide background information about yourself as the expert and the client to establish a context for the agreement.


2. Scope of Services

Define the scope of your services, and if appropriate considering your offering - include the specific areas or topics that will be addressed during the sessions or program.


3. Roles and Responsibilities

Clearly outline the roles and responsibilities of both the expert and the client. This section should describe what is expected from each party in terms of commitment, communication, and active engagement in the process.


4. Confidentiality and Privacy

Ensure that confidentiality and privacy are addressed in your agreement. Include a clause that specifies the confidentiality of all client information shared during the sessions, unless required by law or with the client's written consent.


5. Duration and Frequency of Sessions

Specify the duration and frequency of your sessions. Define whether sessions will be conducted in person, over the phone, or via video conferencing. Outline the expected length of each session and the total number of sessions included in the package.


6. Fees and Payment Terms

Clearly state the fees for your coaching services and provide a breakdown of payment terms. Include information about any upfront payments, installment options, or additional charges for extra services. Outline your refund policy, including any conditions or timelines for refunds.


7. Termination and Refunds

Address the process for terminating the agreement. Include provisions for ending the professional relationship by either party and specify any necessary notice period. Outline the refund policy in case of termination and any conditions or limitations that apply.


8. Intellectual Property Rights

Define the ownership and use of any intellectual property developed during the sessions. Clarify the rights and responsibilities regarding materials, content, or ideas generated in the work process.


9. Conflict Resolution

Include a section that outlines the process for resolving conflicts or disputes that may arise during the professional relationship. Provide guidance on how disagreements will be addressed and specify any steps or actions to be taken to reach a resolution.


10. Governing Law and Jurisdiction

Indicate the governing law and jurisdiction that will apply to the agreement. Specify the legal framework under which the agreement operates, ensuring compliance with applicable local, state, or national laws.


By including these essential elements in your professional agreement, you can create a comprehensive and professional contract that protects your interests and supports a successful coaching journey for both you and your client.


Remember, it's essential to consult with a legal professional to ensure your coaching contract aligns with the specific regulations and requirements of your jurisdiction.


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