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Legal Documents

LEGAL DOCUMENTS FOR A COACH

£690.00

Legal documents for a coach contains terms and conditions and essential legal documents for you to use in your coaching businses. 

As a coach you help other people see things more clearly and make lives easier. This toolkit of legal documents will make things clearer and easier for you.

It’s a way of getting the legal documents you need without spending thousands of pounds. Plus, our documents come with videos to explain what each one says and does – your own lawyer 24/7 free of charge! We also include ‘Quick Fix’ videos about common legal problems (like how to deal with late payments!). There is a full breakdown of what’s included below.

Why do I need this toolkit?
Legal documents are never going to be the most exciting thing in your business, but they do make it easier to run it successfully and profitably. Let’s explain how. Firstly, these documents help you build relationships because you make it easy for people to buy from you (business terms). Secondly, they help you protect your business. Thirdly, suppliers (like Google Analytics and Facebook) expect your business to have certain documents in place. Finally, they help you comply with the law.
Is this toolkit right for me?

Yes. We don’t just give you a folder of random documents and leave you to pick what your business needs. Instead, you tell us about your business so you get the right pack which will suit your business. You can get the essential legal documents that your business needs in one easy to use toolkit. We include your business terms and conditions and documents for your website and data compliance. You also get documents to make it easier to do business, like an NDA and checklists. Find out exactly what’s included below.

Our documents are written by qualified lawyers, but in plain English. We include video support so it’s easy for you to finalise your legal documents quickly and easily.

How does it work?

After ordering you download a short form which you complete and then email to us. It will only take you a couple of minutes and it means that you get a toolkit which is right for your business.

Within 3 working days of you emailing us your questionnaire we give you the details to log-in and access your personal toolkit.

Job done!

 

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Categories: Business Savvy Legal Documents, Coaches
  • Description

Description

Legal documents for a coach – see what’s included: 

Section 1 – Working with your clients – legal documents for a coach

1. Non-Disclosure Agreement (NDA) between two businesses

Use this agreement to protect confidential business information when sharing with clients, potential clients and suppliers. As a result, you will all be clear about how and when confidential business information can be used and what will happen if there’s a problem.

2. Terms and Conditions of your business

Your Terms and Conditions lay out how you do business and is the backbone of your relationship with your client. Our terms are written for a coaching business like yours and covers

  • Fees and payment, including late payment
  • Cancellation and ending services
  • Responsibilities and obligations of both you and your client
  • Limiting your liability/responsibility (if something goes wrong, including if the client doesn’t do what they’re supposed to)
  • Data Protection

3. Optional Policies including

  • Retainer – what work can/ and cannot be carried over
  • Minimum contract times
  • Venue clause – if, for example, you hire somewhere to deliver services
  • Late Attendance clause (if you hold meetings/conference calls and a client is late/doesn’t show up) and
  • Facebook Group clause (if you have or host private business groups in your business or on behalf of a client.

Together, your Terms and Conditions and our Retainer Proposal/ Schedule of Work below makes up your contract with your clients.

Section 1 – Other legal documents for a coach 

4. Proposal/ Schedule of Work

Use this Proposal for a new client, new project, or a retainer to explain exactly what you have agreed with them, including

  • What coaching services you are providing – including retainer and minimum contracts and cancellations and programs
  • When/how often you will do work
  • Your charges and when the client needs to pay

5. Complaints Policy

A complaints policy gives you have a clear process to deal with complaints meaning that both you and the client know what to expect. It helps you avoid problems like a client stopping a payment to you or ending a contract/retainer early.

6. Data Protection Agreement

As a coach you will be processing personal data. This might include you processing personal data which belongs to a client – for example, your client is an employer, and you are coaching employees. Data Protection law says that you would be a data processor so must have a data Protection Agreement (known as a DPA) in place. This easy-to-use DPA contains everything that the law says must be included.

Section 3 – Your Website – Essential legal documents for a coach 

If you operate a website, there are some essential documents that you must clearly display to comply with your own business obligations. Having these policies reassures potential clients that you understand this and respect the rights of website users/clients and are running your business properly.

7. Privacy Policy or Notice for your website

You need a privacy policy to explain what personal data your website collects and how you use it. It builds trust and makes sure you comply with the law.

8. Cookie Policy

Websites need cookies to operate properly, and you need to tell users about them so that they trust your business. The law says that your policy must explain essential information on the cookies you use to anyone using your website.

9. Website Use Policy

This is essential for any website because it tells users who owns the website and other important information that you must provide.

10. Acceptable Use Policy

This policy tells your users what is and is not acceptable when using your website. For example, it protects your content by telling users they can’t copy your content. It limits your liability if, for example, a user post unacceptable comments or uses someone else’s content (copyright).

 

Section 4 – Essential Legal documents for your Business

11. Data Protection Policy

This is a great start to help your business be data protection compliant.

12. Individual Rights Request Form

You must have this available if anyone asks you about what personal data you hold about them.

13. Company Law Checklist

A handy list which tells you the important things you must do if you are running a limited company in England and Wales

14. Director’s Guarantee Mini Agreement

An essential agreement if you are giving a limited company time to pay your invoice (credit). It means that the company directors will guarantee to pay you if the company doesn’t.

 

Section 5 – Legal documents for a coach working with others

15. Working with another business – Joint Venture Heads of Terms checklist

This checklist is essential if you want to work with another business in a joint project because it takes you through the issues which you need to agree before you work together.

16. Hire A Freelancer/subcontractor Pack

This pack has exactly what you need when you need to hire a freelancer or other business to help you in your business. Start with the main agreement, then use project sheets each time you need work completing.

Section 6 – QUICK FIX BUSINESS VIDEOS

The toolkit also comes with guidance videos which cover the following common legal problems including:

  • How to introduce your terms and conditions of business to a client
  • How you deal with Late payments
  • Consumer Cancellations
  • How to check what cookies to complete your cookie policy
  • Dealing with a client who wants to end a retainer early
  • What to do when an existing client who wants more work /hours
  • Working together – Joint ventures – What you must do before asking another business to do work with your clients

 

One essential toolkit 

It’s a great way to get your essential legal documents and take control of your business 

 

Want to pay in monthly instalments? 

If you’d like to pay in monthly instalments, please see here 

Just looking for a Privacy Policy? 

You can buy some of these documents separately – see our privacy policy.

 

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