Client Services Agreement

Protect your client relationships—and your revenue—from day one.

If you're an online entrepreneur offering 1:1 services—whether you're a coach, consultant, strategist, or creative—you need more than a handshake. You need a clear, professional agreement that protects your time, your income, and your intellectual property.

This attorney-drafted Client Services Agreement Template was designed specifically for online business owners who work directly with clients. It covers everything from payment terms and cancellations to IP protection and the use of AI tools—so you're not only covered now, but future-proofed as your business grows.

Perfect for:
✅ Business, life, or mindset coaches
✅ Marketing strategists and social media managers
✅ Freelancers and creatives (copywriters, designers, brand experts)
✅ AI consultants, digital agency owners, and DFY service providers

What's Included:

• Customizable Word Document (.docx): Structured with flexible fill-in-the-blank options, checkbox service menus, and editable clauses for scope, payments, and deliverables
• Explainer Video: Walkthrough from an experienced attorney guiding you through each section—what it means, why it matters, and how to tailor it to your business

This contract includes:
✔️ Clear scope of services with editable templates for coaching, agency, and AI consulting
✔️ Payment structures with options for pay-in-full or installments
✔️ Clauses for refunds, chargebacks, client responsibilities, and communication
✔️ Confidentiality, non-disparagement, and IP protections
✔️ Optional clauses for AI tool usage, marketing testimonials, and dispute resolution
✔️ Designed for single-member businesses, LLCs, or sole proprietors working online

Whether you're onboarding your first client or tightening your legal foundations before scaling, this is the contract that helps you look like a pro—and operate like one too.