Client Services
Agreement Bundle
Hello entrepreneur! We see you building out your client services and offerings and putting a price to your knowledge. Let’s protect your assets and future profit by securing a Client Services Agreement Bundle.
Why You Need This?
We want you to succeed and keep that steadily increasing revenue, protected. Yes, that’s right, you absolutely need protection. Having a Client Services Agreement is the professional way to run your business.
This Client Services Agreement holds both you and your client accountable to deadlines and payment terms. A legally binding agreement for your services shows that you are dedicated to the success of your clients. When someone is invested in their success and our own, we’re more likely to do business with them.
Get your Client Services Agreement Bundle today. Don’t wait until something goes wrong to protect your revenue and reputation.
Your bundle includes:
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Client Services Agreement (valued at $349) – This Contract is the “sweet spot” for your protection. Attorney-drafted, it comes with FAQs and Action Sheets on how to use and protect yourself!
Disclaimer: Product is for educational use only and does not constitute legal advice. Please consult your own legal professional for any further edits. - FAQs for your Agreement (Value: $150)
- 6 Profit Tools Workbook (Design your best profit moves with these profit tools) (Value:$97)
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Client System:
- Welcome letter – Bring your Client on with clear intentions.
- Client Goals Worksheet. Work through this Worksheet with your Client to effectively outline your shared Goals for your service
- Client Invoice - Get that payment noted! Build that digital document trail here
- Payment Arrangement - Have options and outline the payment arrangement clearly with your Client
- Client Call Notes - Be prepared for each Client Call with this Notesheet that you can digitally store in your Client folder
- Testimonial Request letter Have satisfied clients? Have a script ready to send out after service is done to cultivate the Lifetime Value of the client, and build (Value: $97)
- BONUS #1: Profit Planner Worksheet (use this to keep your contracts & contacts in line) (Value: $147)
- BONUS #2: Missed Payments Letters (9 letters to engage and get paid!) (Value: $97)
Total Value: ($937) for $499!
What else is included?
- Instant access to your Agreement as a digital download.
- Easy-to-use with features that make updates easy and painless.
- FAQs that answer your questions and make it easy for you to make the most of your Agreement.
- Each contract template includes checklists, primers to follow, and Action Sheets for you to complete.
- Exclusive invite to our private newsletter for contract support, business tips, and networking.
Quality Control
All documents go through SEVEN steps of quality control by our Entrepreneur Attorneys and other business owners like you.
- Attorney-drafted
- Peer-Reviewed by another attorney
- Group-reviewed by attorneys
- Bot-reviewed by our tech team
- Peer-reviewed (again!) by attorneys
- Business Owner-reviewed by business owner
- Peer-reviewed (yet again!) by attorneys
Who can use this?
If you (or your company) are engaged to provide services to another person or company FOR THEM (let’s call them Company X) as a 1099 or non-employee, then you will need a Client Services agreement. You will still be an Independent Contractor under the law, but you can define your services to your Client who is Company X. This will protect YOUR company and your status when you do work FOR THEM.
If you are engaging someone to do work FOR YOU as a contractor such as a web designer or accountant – someone who is separate and independent from your company, then use the Independent Contractor agreement. This will protect YOUR company and your status when they do work FOR YOU.
- Related Agreements: Consulting Agreement, Coaching Agreement
- Suitable for any: You, if you are a Sole Proprietorship; or General Partnership; LLC or Corporation (S-Corp/C-Corp, Benefit Corp, Non-Profit) using the Agreement to complete services FOR another individual or Company as YOUR clients.