Build a Bridge to Success With Custom Documents

When it comes to the protection and peace of mind you deserve, there's nothing like having custom-crafted documents, drafted by an expert who actually listens to you and helps you figure out how best to minimize the risk in your specific situation.

I'M READY TO BUILD THAT BRIDGE!

Stronger Risk Protection

Well written legal boilerplate designed by experts in the field to protect coaching practices can be helpful for most circumstances. And we stand by the quality of our standard document package.

But everyone's business is different. When push comes to shove, the strongest protection comes from customized documents which take account of your specific business practices, product offerings, and service modalities.

Targeted Threat Minimization

Our standard package of coaching documents is like a bomber that takes out large swath of potential threats. But the customized documents we draft for you are like a cruise missile that hits with pin-point accuracy.

With our Customized Document package, we listen to you and learn about your business in detail. This allows us to identify and minimize the most important threats to your business and assets.

Cost-Effective Security

As you'll see, our Customized Document Package is an incredible value. Not only do you get the five documents in our standard document package, but upgraded and customized to fit your business needs, we will craft a customized set of disclosure documents, such as a privacy policy, confidentiality disclaimer, and other legal disclaimers. Getting these documents taken care of in one package is a money-saver compared to having them drafted piecemeal.

The Benefits and Value of Customized Documents Are Second to None!

Every coaching business is different … which is one of the things that makes the coaching industry so exciting! You have a unique set of talents and gifts that the world needs, and you deserve a unique set of documents to make sure your business has the best protection possible.

Our standard document package contains expertly designed  boilerplate that is sufficient for many situations, and and we are confident in the quality of that work. But if you want a higher level of security knowing that your contracts and other documents are designed to provide maximum protection for your specific coaching niche and your clients, then customized documents are what you need.

We have a combine 40 years' experience in the coaching and legal professions, which gives us an edge when it comes to crafting custom language that puts your business in the best position. We will listen to you, understand your concerns, and learn how your business operates. Then we create documents that work for your business, make you comfortable, and further minimize any legal risk to your business and your clients. In other words ... let us do the work for you so you can RELAX and do what you do best: help your clients lead better lives!

The Customized Document Package includes all of the following:

  • All the documents in our standard Coaching Document Package (click here to see what's included in more detail) -- but we customize them to best fit your specific needs;
  • Your choice of three additional custom-crafted documents. Examples of documents you might choose include:
    • Group Coaching Agreement for clients enroll in your group programs, whether online or in-person; this covers issues specific to the group-coaching context;
    • Custom policy/disclosure language to put on your website, use with your marketing materials, and give to clients. This is a "policies & procedures" document which will cover your privacy, confidentiality, refund, and other general policies;
    • Live-Event Consent & Release Form to have clients sign at the start of any retreat or live event you offer. This is a must-have if you intend to run live group events;
    • Content Provider Agreement to cover your legal relationship with content providers, JV partners, and other businesses with whom you collaborate;
    • And more!
  • Two hours of live, personal consultation time with us. We start by getting you on the phone or video conference (or you can come to one of our three offices in California if you live locally) and you tell us all about your coaching practice, the services you perform, and your packages and pricing levels. We then craft your custom documents and send them to you for review. Finally, we talk to you personally again to go over the documents and make sure they fit your needs and answer any questions you have about how to use them. If any further modifications are necessary, we make them at that time.

When we’re done, all you have to do is print out the documents and have your clients sign them!

Our custom-designed documents will truly be "ready-to-go" and "done-for you" in every sense.

This package is a significant discount:

You will save over $10,000 by purchasing this package offer. The total value of this package includes the following:

  • Value of Coaching Document Package: $3,000
  • Value of three additional documents: $5,000
  • 2 hours of personal consultation: $1,000
  • 10+ hours of custom document work: $5,000

Total Value: $14,000

For a limited time, you can purchase the Customized Document Package for only $1,997 (or three payments of $797).

Our limited-time package price is a savings of 85%.

Don't spend another day with legal risk that can be avoided! Click the button below to lock in the low price of $1,997 for the custom documents that you and your clients deserve!

I'M READY FOR MY BUSINESS TO BENEFIT FROM CUSTOMIZED DOCUMENTS FOR ONLY $1,997

Leaky Documents Can Sink Your Business ... and if you need a payment plan to help you patch things up, that's no problem!

We understand that $1,997 is a significant investment. Certainly we think it's a great value and the benefits of that investment far outweigh the cost. And if you need a payment plan to get started, that's no problem. That's why we offer the option of making three easy payments of $797 per month.

Photographs on this page courtesy of my good friend Bob Fisher, AKA "Captain Bob" of Wombat Charters, Napa, CA.

 

DISCLAIMER

Nothing on this page constitutes legal services or advice, nor does it constitute an offer for legal services or advice, and should not be construed as such. The work product provided to you as part of the Custom Document Package is in the nature of business coaching and also does not constitute legal services or advice. Should you desire legal services or advice, we encourage you to contact an attorney who is licensed to practice law in your jurisdiction. Depending on where you live, we may be able to provide a referral free of charge. Ask us if you have questions about hiring an attorney.

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