If you work with individual clients on a 1:1 capacity, a professional services agreement (aka a client consulting contract) is a must have. This is especially important if you are a designer, developer, writer, or coder who creates intellectual property for your clients.

This client contract and client service agreement will spell out the exact work you will do (and what you won’t do), and outline when and how you will get paid. If there is ever a question about your business relationship with the client, you can refer back to this contract for the answers. A solid client contract is one of the most important documents you can have when you start your online business and are taking on individual clients (such as in a freelancing capacity).

Here are a few of the details that are referred to in this client service agreement:

• At what point will you transfer ownership of the work product you are creating? (or will you?)
• When are fees due and payable?
• Are there any refunds permitted under the contract?
• May you hold back the final work product until all payments have been made?

A Client Contract is an absolute must have legal document if you are doing any type of for clients on an individual basis, whether you are a consultant or a content creator. And not only that, they make you look much more professional in the eyes of your prospective clients.

This client service agreement was drafted by a lawyer. The interview associated with this document should take between 10-15 minutes to complete.

If you are just getting started with your online business, you don’t have much in terms of start-up capital, or you are in a rush to get a contract in place quickly, then this is a great client contract to start with.

In addition, this client service agreement is about 90% less expensive than hiring our office to work with you on a custom contract. (our fees start in the $2,000-$3,000 range for custom contracts).

What’s Included

Here are some of the important clauses that are included in this agreement:

• Consultant responsibilities – What you will and won’t do for the client, including how often you will meet, what is expected of you as a coach, etc.
• Client responsibilities – What you expect the client to do if they want to continue working with you, including payment terms, homework, what happens if they are late or don’t show, etc.
• Payment terms (monthly retainer or payment plans)
• Refund Policy
• Length of sessions and whether they roll-over if not used
• How you will communicate with the client
• How much communication is permitted between you as the consultant and the client
• Confidentiality
• No Guarantees clause
• Legal Disclaimers
• And much more!