CUSTOM B2B AGREEMENTS VIP DAY

When you are in the expertise business, intellectual property is everywhere!  The workshops you deliver.  The deliverables you create for your clients. The materials you receive from your independent contractors.  It’s all IP.  The question is:  do you own what you think you own?

By the end of your VIP Day, you will have a complete set of the agreements you need to own and control your expertise and intellectual property, fully customized for your business.

Every set of agreements includes:

  1. Non-disclosure Agreement

  2. Statement of Work with Terms and Conditions (for use with your clients)

  3. Independent Contractor Agreement (for use with your vendors and subcontractors)

From this foundation, each agreement will be customized based on the particular needs of your business.

  • Do you work with facilitators who will deliver your workshops?

  • Are you adding a retainer offer and worried about scope creep?

  • Do you create deliverables that your clients will own but include your pre-existing IP?

  • Are there specific SOPs that apply to every engagement?

  • Do you process personal data or personal health information?

  • Are you frequently a subcontractor required to comply with flow-down provisions from the end client?

Each of these variables—and many more--impact the language you need in your agreements.  And you aren’t going to find them in online business templates.

Benefits

➤ Be confident that you have agreements that are right for your expertise-based B2B business.

➤ Protect your expertise and your intellectual property so you can build a business that scales.

➤ Get to signature quickly so you can get to work.

Investment: $5,000

STEP ONE

  • Complete the application to make sure your business is a fit for this option.

  • If it’s a go, you will get a link to agree to the terms of the engagement (you will be hiring Erin to be your lawyer), book your VIP Day, and pay the flat fee.

  • If Erin is not able to help you, there will be no charge, and you will receive a message stating why it isn’t a good fit. 

STEP TWO

  • On our VIP Day, we kick off with a 30-minute call to sort through any last-minute details.

  • Immediately after our call, I go into my hidey hole to customize your templates. You stay available to answer any questions but are otherwise free to go about your day.

STEP THREE

  • By the end of your VIP Day, you will have a complete set of the agreements you need to own and control your expertise and intellectual property, fully customized for your business.

INVESTMENT: $5,000