Free 20-Minute Legal Chat Prep Sheet
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  • 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.

  • About You

  • Format: (000) 000-0000.

  • About Your Business

  • What state/province is it registered in?*
  • How long have you been in business?*
  • Where did you get them?*

  • About Your Background

  • What do you do?

  • Are you a: (please check all that apply)*

  • Note: If you are both a licensed/registered practitioner AND non-licensed professional, please be sure to fill out BOTH sections below:

    Are you a licensed and/or registered practitioner?

    (Example: physician, nurse, registered dietitian, therapist, etc.)

  • What type of licensed or registered practitioner?*
  • Do you have an active license?*
  • Which states/provinces?*

  •  Are you a non-licensed practitioner, coach, and/or professional?

    (Example: health coach, functional medicine practitioner, NTP, life coach, fitness professional, etc.)

  • What type of non-licensed practitioner?*

  • What is your education and training?

    Any education, training, certifications, or licenses you may have.

  • Which VIRTUAL or ONLINE OFFERS do you have for clients (now or will have in the next 2 months)?*
  • Which IN-PERSON OFFERS do you have for clients (now or will have in the next 2 months)?*
  • Do you use any of these marketing tools in your business?*

  • Where You Are Legally?

  • Please check all that apply to your situation so we know a bit more about you:*

  • Your Legal Questions

  • Would you like to receive free legal tips, offers and business insights via email from Lisa?*

  • 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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