Extra care should always be taken when providing any coaching services.

Especially in fields that are highly regulated.

One of the main ones I could tell you about is the healthcare sector.

Anyone who's a health coach should be careful of what they promise.

You can't be too bold here.

Otherwise, people can easily drag you to court for misrepresentation.

This is something that our client recently wanted to avoid the most.

He was a health coach, offering different programs and packages which I won't go into detail for confidential purposes.

But he used a downloaded template in terms of service that needed fixing.

Mainly he was concerned about 3 issues:

1) His main concern was that everything was to be properly written. To mean what he intended to mean.

2) He wanted to make sure he was protected in terms of liability.

3) His services are not misconstrued as medical diagnosis or advice in any way - since that could land him in trouble.

We had to do a discovery call to understand those points.

And the next step was to review his existing template.

And then fix it with 3 easy steps.

1) Fixing Up The Wording

Our first step was to review the document thoroughly.

Just to make sure everything was properly written.

And then clearly defining his scope of services, his processes, and any limitations.

We also focused on his payment schedule, cancellations, and refund policy.

Everything was touched upon to be more precise and more customized to his business.

2) Focusing on Personal Protection

The next step was to make sure he was protected by having adequate and enforceable warranties.

The key word here is enforceable. Because most warranty clauses are not.

And then also taking care of any confidentiality protection, and liability exclusion.

Bringing the client outside the purview of HIPAA and associated obligations.

3) Taking Care Of Disclaimers

We also clearly mentioned the nature of services and the purpose for which it was going to be availed.

Most service contracts skip on this.

And that ends up causing issues.

Then the last step was to put an adequate disclaimer.

That his guidance is to be not construed as medical advice or diagnosis.

When you are working in a sensitive industry such as health or finance, there’s 1 thing you need to be clear of.

You need to be very careful with the wording that you use and the laws applicable.

And we made sure we did this during our engagement with our client.

If you are also providing coaching services.

And if you are working in a regulated sector like healthcare.

Then you shouldn't take your chances when it comes to protecting your business.

You might save thousands now, but the penalty is usually in millions.

And don't think for a second a bad customer won't come for your throat.

There are people out there whose main job is to find loopholes in businesses and exploit them.

Now, if you are ready to update your contract to make sure it FITS YOUR BUSINESS, then pick a time here for this week:

https://calendly.com/mtlegalteam/discovery-call-with-mtlegal-team

I will talk to you soon.

-- Akhil Mishra