DIY Client Contract Template

$347

Get paid & protect your business with this fill-in-the-blank Client Contract template. You can have your own client agreement in less than 15 minutes by easily following along with my video How-To Tutorial & filling-in-the-blanks. You can send it to your 1-on-1 clients in no time! This template is for you if you offer 1:1 coaching, consulting, or creatives services (coaching, copywriting, website design, social media, etc.).

(Pssst! If you’re looking for a contract template for an online course and not 1:1 services, check out my Terms of Use template for wellness/health coaches and business coaches.)

Read on for more details below…

What’s Included

What’s Included

DIY CLIENT CONTRACT TEMPLATE:

One (1) downloadable, editable .docx file containing a detailed client agreement template with fill-in-the-blanks to make your own.

HOW-TO VIDEO TUTORIAL:

A video tutorial (that actually shows you the document while I talk!) where I walk you through what each paragraph means (in English, not legal language) & where you’ll need to put in your personal info. You’ll be comfortable and confident to make the Client Contract your own.

GUIDELINES & TIPS PDF:

This guide is designed to let you know what to do with this document & how to make it your own.

BONUS:

You'll also receive my Super Simple Guide to Legally Protect Your Online Business to make sure you're on the right track.

How it Works

YEP, IT ONLY TAKES 15 MINUTES or less.

1.

Download your template and open with any word processing software you like
(ie, Google Docs, Word, Pages, etc)

2.

Press play on the How-To Video Tutorial and follow along
as I help you complete your template in 15 mins or less.

3.

Review your template to make sure
you’ve filled it all out!

4.

Upload and use your new legal document where ever
you need it.

5.

Celebrate how incredible it feels to have the confidence
the legal piece is taken care of.

Sam knows the specific needs of creatives and coaches, keeps the content up to date, and breaks down complicated concepts into easy-to-digest information and steps.

Rachel Clair, Book Coach + Editor

Not only are the resources incredible, but they are well organized and easy to locate. Sam shares additional insight in her emails and live calls. The resources and insight are unmatched!

Olivia Snyder Fox, The Resume Fox

What they’re
saying about
Sam’s
Template Shop

Sam and her team create such an authentic and supportive community. I genuinely trust Sam's expertise more than most people online and know that she is always about providing value and the real hard facts up front.

Kay Sibson, Online Business Manager

Sam, you’re a genius and a lifesaver! Thank you for putting top notch material out there for us to benefit from! So grateful!

Kat McEachern, Open gym

I would say the Ultimate Bundle has been the single most worthwhile expenditure I have made for my business.

Cordes Lindow, Lindown Learning

What they’re
saying about
Sam’s
Template Shop

I love Sam's laid back and easy to understand teaching style.

Bethany, From Desperation to Dream Partner

Sam has provided absolutely everything you might need to legally protect your business.

Ashley Kaplan, Ashley Kaplan LLC

Sam has done a beautiful job curating everything an online business owner needs so we all can have peace of mind knowing that we are covered in the event we have a legal issue. And peace of mind is a valuable asset!

Connie Kann, Connie Kann, LLC

What they’re
saying about
Sam’s
Template Shop

It takes the guesswork out of setting up one’s business, which is like gold in the age of the internet (who to trust?)

Laura Krause, True Wellness with Laura LLC

Frequently Asked Questions

Basically, a client contract is a contract you send to your 1:1 clients before you start working together. It sets out the terms of your agreement in writing so you’re able to try to enforce it, if/when needed. Clients are more likely to take the terms of your agreement seriously if they know they’ve signed a legit contract with you. That means you get paid, protect your content and set healthy boundaries.

Do you want to get paid? Yes! If you work with clients 1:1 & want to have clear expectations + rules, you should definitely put the terms of your agreement in writing. A client contract makes sure that you can…

  • Get paid by setting out payment terms
  • Enforce your refund policy, since it’s clearly spelled out in the agreement
  • Protect yourself & your company with disclaimers & limitations on liability
  • & so much more!
  • Late or missed payments, including chargeback threats from clients
  • How long your program lasts and when you can cancel it
  • Refunds and cancellations
  • Protecting yourself and your company from legal liability in case you ever get sued
  • Protecting your content and material so clients know they can’t make it their own
  • Rescheduling client appointments and no-shows
  • Your ability to use the client’s testimonial, picture, or wins
  • Permission to record sessions
  • Client confidentiality, and more!
  • Anyone who offers 1:1 services such as…
  • Coaches (i.e., health, life, fitness, wellness, career, business, nutrition, dating, etc.)
  • Service-providers (RDs, nutritionists)
  • Consultants

The whole thing really hinges on a properly written and signed digital contract. And it’s important to note that the signing process differs from an in-person signing vs. obtaining a digital signature.

Other helpful client contract resources:

No, it’s designed for easy customization without legal expertise.

The template is fully editable to evolve with your business needs.

Absolutely, it’s versatile for different coaching and consulting niches.

Yes, it’s crafted to cater to both modalities effectively.

IMPORTANT

This client contract template is a downloadable, customizable general template for you to make your own & to fit your business. Purchase of this or any other document from this Site does not create an attorney-client relationship between you and Sam Vander Wielen. The documents, or anything on this Site, should not be construed as legal advice. You should have all documents you use or prepare reviewed by a local attorney to ensure they comply with State and local laws where you live and work. Sam Vander Wielen is licensed to practice law in New Jersey. Use of this Site, and purchase of any documents, are subject to these Terms & Conditions.  QUESTIONS? Email [email protected].

People also purchased…