Are you ready to be hated on by other consultants because they get bullied by their clients and you don't?

Hey You,

It’s Lewis aka Nerd #2.

In Part 1 of this series I shared with you what Dan Kennedy believes to be an incredibly important “Agreements” strategy for making sure your relationships with your clients go smooth.

If you missed it, Part 1 can seen by clicking here…

This was covered during Dan’s super expensive “Business Of Copywriting Academy” that he hosted for the folks over at AWAI.

This seminar is a lot of what’s covered in Dan’s “Advanced Coaching & Consulting” Seminar with copywriting client specific stories and contracts that he goes over.

Today I wanted to share with you some examples of what he specifically asks his clients to “Agree” to in order to have a project be as profitable as possible for both parties.

The Basic Language For Having a Consulting Relationship


1. No warranty of non-disclosure or confidentiality

This is important because Dan has found that signing non-disclosure and confidentiality agreements is an invitation to be litigated against.

He hasn’t seen anyone with an original idea yet.  All the people who consult with think they’ve got one but they don’t. Because this come up a lot he readily tells people he’s got duplicates of this idea in one way, shape or form in his file cabinets.

His answer always is, I don’t sign them, I don’t agree to them, here’s why.

But the important thing here is to have this paper trailed. You need to have your written agreement that they signed acknowledging this.

2. Indemnity

This says that whatever they do with what you give them, it’s on them. Not on you.

So if any attorney general approaches him and he has to talk with them, they’re paying all the costs for it.

3. Access

This is the most important one here.

The real term for this is limitation. This lays out the rules of the road for how you’re gonna work together and how you’re gonna communicate. And the highlight of importance in this section is the line that says…

“Rarely available on short notice.”

This helps makes sure that client can’t be frustrated that he can’t pick the phone and get you on the line right away. Not only did you tell the client about this but you give it to them in writing so that if they do try getting huffy about it, you can refer them to how they signed the agreement.

No right to complain.

4. Conflicts of interest

This states that if he brings you a guy who becomes your printer, he’s getting a check from that printer and he’s not hiding it from you.

So there’s no secrets.


Below are agreements you have clients get on board with for consulting days…


5. You buy it, you own it

This applies to when you buy a consulting day with Dan. He won’t let people change the date on him. He doesn’t want to hear about you having to suddenly having to go to a bat mitzvah.

You bought the day, you own it.

6. Tells them to record the consult

This has come as result of having clients just show up with the clothes they own. No pen, pencil, no paper.

He wants it recorded because if he’s gonna do work for them he knows he’ll have said a lot of smart stuff and not remembered it that he’ll want to use in the work he does for them.

So he tells them to bring recording equipment.

7. How To Get You Stuff In Advance To Review

You want to spell out what you want to see so that before they show up, you’ve had time to prepare and you’ve gotten to see what you need to see so that you can appear brilliant.

There’s a ton of good reasons to ask clients to fill out questionnaires. Especially if you’re a little light on authority. Making them do the questionnaire imposes some authority.

What these also do a great job of doing is expose inadequacies in the client. Helps them see they’re not as smart as they think they are if it’s structured right. This is good.

It’s also works for you because it makes them invest time in advance and the more time they already have invested in you, the more likely they are to hire you. It makes it harder for them to walk away empty.

There’s also reassurance that comes from the fact that you’ve got a process and you run a tight ship. Once again, this helps you when you’re light in authority. 


And there you have it.

Dan Kennedy’s 7 essential agreements he makes with clients to ensure he’s protected and free to do business the way he wishes to which allows him to produce outstanding results because he doesn’t have all kinds of internal stress because he resents being pushed around by the client.

He lays it all out. If someone doesn’t like it, they don’t have to work with him.

How can you use these hard won guidelines to your advantage? It took Dan getting his head kicked in for years, coming up in the game, to compile this tight list. Use it so you can save yourself a ton of drama and short cut your success.

Talk soon,

Lewis LaLanne aka Note Taking Nerd #2