A Must-Have Legal Agreement for Social Media Managers, Copywriters, Marketers, Designers, VAs, and Other Creative Service Providers
If you're offering 1:1 strategy calls, you need clear terms.
This customizable Strategy Call Terms & Conditions template makes sure that your client expectations, payment terms, rescheduling policies, and client responsibilities are clearly outlined—protecting both you and your business.
Why You Need This:
✔️ Prevent scope creep—clearly define what’s included (and what’s not).
✔️ Set client expectations—so they know exactly what to expect from the session.
✔️ Protect your time & revenue—eliminate no-shows and last-minute cancellations.
✔️ Ensure clarity—so clients don’t assume a call includes ongoing support.
What’s Covered in This Agreement?
✅ Service Scope: Clearly defines the purpose of the strategy call, including whether deliverables (like a content calendar or action plan) will be provided.
✅ Payment Terms: Requires full payment upfront and explains any overage fees if extra time is needed.
✅ Rescheduling & Cancellations: Outlines when and how clients can reschedule and what happens if they cancel or don’t show up.
✅ Intellectual Property: Prevents clients from reselling or sharing your strategies and frameworks.
✅ No Future Obligation: Clarifies that this is a standalone service, not an ongoing consulting agreement.
✅ Limitation of Liability: Protects you from unrealistic client expectations or legal disputes over results.
Who Is This For?
📌 Social Media Managers
📌 Copywriters & Content Creators
📌 Brand & Marketing Strategists
📌 Virtual Assistants & Business Coaches
📌 Designers & Digital Service Providers
Make your strategy calls legally protected today.
How to Use:
1️⃣ Download the template instantly.
2️⃣ Customize it with your business details.
3️⃣ Have clients agree to terms at time of booking call by enabling the policy as clickwrap at checkout.
Pro Tip: Pair this with a Client Services Agreement for an extra layer of legal protection if you offer ongoing services!
Grab your copy today and protect your strategy sessions with ease.
Each purchase from The Boutique Lawyer comes with a single, non-transferable, non-exclusive business-use license. This allows you to use the templates and policies within your own business only. Website policies may be applied across multiple sites you own but are not permitted for client sites or redistribution.
Our templates are designed for use by U.S. based businesses. We recommend having an attorney review the template to ensure it meets your specific business needs, regardless of your location.
For full terms of purchase, click here.
If you’d like to explore a commercial license for website policies, please contact us at hello@theboutiquelawyer.com.
The contract templates provided by The Boutique Lawyer are for educational and informational purposes only.
They are not a substitute for personalized legal advice, and purchasing a template does not establish an attorney-client relationship. While we strive to ensure our templates are accurate and up to date, you should consult with a local attorney to ensure compliance with your jurisdiction's specific laws.
For more information, please visit our FAQs page.
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