Free 20-Minute Legal Chat Prep Sheet

Hi! We want to know more about you! Please fill out this Prep Sheet to the best of your ability. Thank you in advance for answering these questions.

Providing as much detail as possible now will help you move more quickly towards your next Legal Step, saving you time and money.
Full Name*

First NameLast Name
City & State*
City*

City

Zip Code
State

CityState

Zip Code
Country*
Phone Number*
E-mail*
example@example.com
Website or Landing Page*
Business Name*
Is your Business an LLC or S-Corp? If so, which one?*
If yes, in what state is it registered?

Street Address

Street Address Line 2

CityState

Zip Code
What state/province is it registered in?
If no, are you thinking about forming an LLC or S-Corp soon?
Who recommended you to us? How did you hear about us?
Are you a: (please check all that apply)*

Licensed practitionerHealth coach or holistic nutrition practitionerCoach - life, money, relationships, and moreSpiritual Guide - spiritual mentor, guide, medium, psychic, astrologist, numerologist, Reiki masterFitness professional - personal trainer, yoga teacherDigital creative or artist - website developer, graphic designer, social media manager, social media ad expert, jewelry designer, stylist, artist, photographer, videographerWriter - author, copywriter, course designerAssistant - virtual, executive, personal assistantAnother type
Are you a licensed or registered practitioner?

AcupuncturistCertified NutritionistCertified Nutrition Specialist (CNS)Chiropractic Physician / ChiropractorDentistMassage TherapistNaturopathic PhysicianNurseNurse PractitionerOccupational TherapistPharmacistPhysical TherapistPhysicianPhysician AssistantRegistered DietitianSpeech Pathologist or AudiologistTherapist / CounselorAnother typeAnother type
Do you have an active license? If so, in which state(s)?

YesNoState(s):
Are you a non-licensed holistic nutrition practitioner?

Functional Medicine PractitionerHealth Coach / Wellness CoachNutritional Therapy Practitioner (NTP)Personal Trainer / Fitness CoachAnother type
Where did you receive your education, training and/or certifications?*
What does your business do and who do you serve?*
Do you operate locally, virtually or both? *
Which VIRTUAL or ONLINE OFFERS do you have for clients (now or will have in the next 2 months)?

1-on-1 services (enroll through a discovery call)1-on-1 services (enroll through a BUY NOW button)Group program or course with group calls (no 1-on-1)(enroll through a discovery call)Group program or course with group calls (no 1-on-1)(enroll through a BUY NOW button)Group online program or course with group calls AND 1-on-1 calls (enroll through a discovery call)Group online program or course with group calls AND 1-on-1 calls (enroll through a BUY NOW button)Digital products for sale on your website (DIY or self-paced course, e-books, etc.)Tangible products for sale on your website (printed books, journals, candles, malas, etc.)Other
Which IN-PERSON OFFERS do you have for clients (now or will have in the next 2 months)?

1-on-1 services (enroll through a discovery call)1-on-1 services (enroll through a BUY NOW button)Overnight group retreat (enroll through a discovery call)Overnight group retreat (enroll through a BUY NOW button)Live event or conference (event host)Seminar, workshop or paid talk (1 day or less) (enroll through a BUY NOW button)Seminar, workshop or paid talk (1 day or less) (pay at event)Other
Are you currently using any legal documents for your clients, website or team? If so, which ones?*
If so, where did you get them?

From an attorneyFrom a legal serviceFrom a friendI wrote them myselfOther
Do you use any of these marketing tools in your business?

Free opt in giftFree webinars / seminarsGuest expert interviewsPodcast hostSocial mediaOther
How long have you been in business?*

Less than 1 year1-3 years3-5 years5-10 years10+ years
Are you a licensed professional such as a physician, nurse, therapist, chiropractor, registered dietician etc.? What kind of license do you hold? Is it active?
Please check all that apply to your situation so we know a bit more about you:*

I have a landing page or a basic website home page.I work with 1-on-1 clients.I have registered my business locally.I have a full website with sales pages and/or blog posts.I have an opt-in gift or e-newsletter sign-up on my website.I offer group programs, online courses and/or info products.I have written a book or e-book.I have team members such as a virtual assistant.I host live events, seminars or overnight retreats.I host a podcast or have guest experts on my webinars or bonus calls.I have created a business or program with a friend or colleague.I have affiliates.Other
What is your main legal question? Why are you coming to us right now?*
How is not being legally covered holding you back?*
What will having the right legal documents or answers do for you?*
Legal services are an important investment in your business, but with DIY legal templates or payment plans, legal protection can be more affordable than you may think. When presented with your options, are you prepared to make a financial decision to move forward?*
Would you like to receive free legal tips, offers and business insights via email from Lisa?*

Yes, I love free legal information!No thanks I don't want free legal tips.
Your Next Step: Once you hit “submit” below, you will be taken to our calendar to book your free 20-Minute Legal Chat. We look forward to connecting with you!

Please note: Once we receive your information and your Legal Chat booking, if we determine that your questions are straightforward and can be addressed quickly, to save you time, we’ll email you with your next legal step and bypass your Legal Chat.
Here’s to getting legally covered!

With Legal Love™,

Lisa Fraley, JD, CHHC, AADP

Legal Coach®, Attorney, Speaker & #1 Best Selling Author
Lisa Fraley Legal Coach LLC

Easy legal steps for entrepreneurs and small business owners - with lots of Legal Love™.
Get free legal tips, DIY legal templates and online legal courses at lisafraley.com.
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