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Have you been eyeing our contract templates but you’re not sure if they’re any better than free templates?

Maybe you think you’re covered because your CRM has contract templates that come with the software.

You might think, “My contracts from Dubsado or Honeybook are good enough!”. 

This is a trap that so many new business owners fall into. 

But here’s the reality of free contracts from your CRM.

These contracts are leaving holes in your legal process and not giving you the protection you truly need.

Let’s get into three big reasons why!

Your CRM’s Free Templates Are Hurting Your Client Relationships

Free Templates Do the Bare Minimum

As an entrepreneur, I’m sure you’ve heard time and time again the importance of having a niche/specialty in business.

As a coach or service provider, having something you’re known for couldn’t be more crucial for your success.

Well, the same thing goes for software companies.

CRM systems like Honeybook, Dubsado and Hello Bonsai are incredible options for managing your clients. From keeping track of important contact info, to sending over proposals and invoicing, to setting up automated workflows for onboarding, there are so many features that make these must-have tools in your business toolbox.

They’re known for being amazing tools for client management.

But friends, trust us when we say this…legal is a different beast. 

CRM’s may give you a free template to get started, but it’s going to be bare-minimum at best. This is because these software companies are not legal experts. 

The contracts they provide won’t be specifically tailored to your needs as an online coach or service provider, meaning they might not have the clauses you truly need.

The bottom line?

Go with a pro. If you’re not ready to invest in a lawyer, the next-best option is to choose a lawyer-drafted contract from a company that specializes in legal templates for entrepreneurs. 

And not to toot our own horn or anything, but we think our plug-and-play lawyer-created contract templates do a pretty good job of keeping you protected!

They’re Not Built for the Modern-Day Entrepreneur

When you think about the way these CRMs are built, they really just come with a few standard contract templates to get you started.

But they’re not constantly innovating and updating their contracts to be fit for the modern-day entrepreneur. Again, this is because they’re not specialized in legal. They’re focusing their efforts on improving their software and other CRM features!

Do you really want to go with a dated, boilerplate contract?

Or would you rather opt for a contract that was created specifically with the needs of digital business owners in mind?

Online business owners have unique needs when it comes to protecting their content and intellectual property, needs that many of these free contract templates fail to consider. 

You KNOW your business deserves better than a #Basic contract. Instead, go for a contract that’s highly customized to your needs – whether you need a contract for selling services, a contract for your membership site, or a terms and conditions template for your digital product.

Here at Coaches & Co., we talk a lot about the importance of entering into business relationships with good communication and transparency. 

It’s so important that both parties understand what they’re agreeing to. 

Most free templates, like the ones included in CRM systems, make that very hard to do as they’re filled to the brim with jargon and legal-ese.

This is not starting you off on the right foot with your clients, as neither of you fully understand the contract!

These contracts can often feel unwelcoming and intimidating.

Instead of using fancy legal jargon in our templates, we opt for a more conversational tone.

Yep…our contract templates for entrepreneurs are 100% legalese free, and we’re proud of it!


Check out our ready-to-use, lawyer-approved, plug-and-play legal contract templates, so you can upgrade your client contract while staying Protected & Profitable™✨

Not sure where to begin? We’ve got you. Grab our FREE Legally Launch Guide to get the legal lowdown on everything in entrepreneurship, without the confusing mumbo jumbo. We’re serving it up straight and to the point. (Heads up: It’ll forever transform the way you view your client relationships!) Grab your copy now!

*The information presented in this blog post is for educational & informational purposes only. This should not be a substitute for customized legal advice from a licensed professional in a private setting. If you need legal advice, please consult with an attorney. This is not a law firm.

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