Consulting Agreement Bundle
Offer your services as an expert in your field with a Consulting Agreement that’s as reputable and legit as you are. Lay out expectations from the beginning of your engagement so you can bring your best to your client without stressing over 3 a.m. emails.
Why You Need This?
Our Consulting Agreement is an agreement for an individual or company (LLC, Corp.) to act as a Consultant for a Client individually or to the Client’s company.
This role is more formalized than a mentorship, and will come with compensation.
Set your professional relationship up for success with the right foundations.
This Agreement protects you, as the Consultant.
Your bundle includes:
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Consulting 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?
This Agreement is suitable for any individual or company (LLC, Corp.) that engages services with an individual to act as a formal consultant. Consultants work with companies and the individuals at the companies.
- Mainly used with: VIP DAY Agreement, Coaching Agreement, Client Services Agreement
A Consulting agreement is a client agreement, where the client will be receiving services from the consultant, as part of the value. The client may be a company or an individual in charge of a company.
A consultant makes targeted, timed recommendations to improve a business. This may be a “hands-on” approach where the consultant works WITH the client to create the change and improvement, OR it may be in the form of a pseudo-advisory role where the consultant provides broad suggestions that the client implements within their business, themselves.
This Agreement allows you to engage a client for which you will provide consulting services to the client Company.
If you are a COACH who provides services to another person who will be YOUR client –please use the COACHING Agreement. A Coach is different from a Consultant in that a Coach works with individuals only, whereas a Consultant works with a Company and the individuals at the Company. Consultants are also linked to project launches.
This Consulting Agreement is slightly different from a VIP day Agreement because Coaches mainly utilize VIP days for short, one- or two-day engagements with INDIVIDUALS. If you are a Consultant offering shorter engagements to COMPANIES, please use the Consulting Agreement, and note the time commitment carefully.
This is a FULL agreement that protects the Consultant.
- 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 protect your rights as a Consultant; You, as a Consultant to a Company for 1 day to 12 months.