You are the master of your trade! Some may even call you a Master Coach! Other coaches look to you and wonder what your secret is. While you shine, there are a lot of aspects of your successful coaching business you need to tackle, and we are going to take a wild guess here that legal may not be something you want to do on your own. We don’t want you to spend time on the legal stuff either,  and that is why we developed the Shine Package. We want to give you the legal framework for successful coaching business so you can get to what you do best right away! 

The Shine Package includes all the foundational pieces of the Grow Package, plus a Mutual Nondisclosure Agreement to protect your client’s privacy and your intellectual property, and a BONUS Testimonial Release so you can confidentantly collect client testimonials for you to shout from the rooftops!

Now get out there and Shine!


This package addresses the following issues:

  • The 1:1 Coaching Agreement sets the mutually beneficial tone, expectations and guidelines of the coaching relationship. 
  • Group Coaching Agreement addresses unique issues when clients are sharing information in a group setting.
  • A Website Privacy Policy is a must-have requirement for any website, complying with the strictest US and International data security laws currently in effect.
  • The Website Terms of Use tells new and existing Clients what they can and cannot do when visiting and using Coach’s  website.
  • An Online Membership Agreement allows Coach to create a membership site to share content with your Clients for your flourishing business.
  • A Mutual Non-Disclosure Agreement preserves Client confidentiality and  protects Coach’s trade secrets and intellectual property. 
  • BONUS: The Facebook Page Rules lets Clients know the rules and regulations of Coach’s Facebook group!
  • BONUS: The Testimonial Release allows you to confidently share your clients’ success stories.

This package is suitable for any established coaching business, regardless of the area of coaching, for a one-on-one coaching relationship whether in-person, online, by phone or any other mode of communication.

Shining bright and looking to expand your Coaching business in even more exciting ways? Check out our Boost package for that extra “something”!

  • Client Services Agreement
  • Website Privacy Policy
  • Website Terms of Use
  • Membership Agreement
  • Group Coaching Agreement
  • Mutual NDA
  • Bonus Facebook Rules
  • Bonus Testimonial Release
  • Welcome Video
  • 6 sets of instructional videos (1 set for each template) explaining the legal terms; guiding you through the customization; and, telling you what steps to finalize and put each  document to use
  • Downloadable full written instructions for each template, guiding you through the customization, and putting your documents to use

01. Choose Confidently

Our website is designed to help you choose the right template or package for your needs.

02. Get In The Know

Learn about and understand your templates:

  • We want to make sure that you not only get to customize your templates your way, but that you also understand what your template means.
  • Our easy-to-understand explanations of each section of your template is available to you in both video format and written format. 
  • No complicated legalese when we explain your templates, so you will be empowered to explain your own template to your client.

03. Prepare Efficiently

Like a great recipe, gather the right ingredients for your template:

  • There is no guess work on what you might need when filling out your template, as we tell you exactly what you will need in both video format and in written instructions.
  • Just as we would not make a cake without a recipe, you do not want to customize your template without the key ingredients.

04. Customize Uniquely

This is legal your way, on your schedule:

  • When you customize your templates, you will get to follow the steps at your own pace.
  • Videos and full written instructions are provided to guide you step by step – you decide what method works best for you.
  • Our signature colors will alert you when you need to fill in certain information or customize the language with the options provided.
  • There is no guesswork on what you need to do, and you can do this all on your own time!

05. Take Action

Finalize your templates and put them into action.

  • You have a completed document and guidance on how best to use it.
  • Through our videos and written instructions, we will let you know what steps you need to take to make the template enforceable – like notarizing – and best practices for maintaining your legal document(s). 

Now, you are In The Know!

06. Shine and Share

Tell us about your experience and share your success story with us! We would love to hear from you about your experience in filling out the templates, as well as any success stories you may have in using them – we might even share your story on our blog!