System Strategist Contract Kit


It’s time to up-level your System Setup client agreements to ensure that both you and your clients are fully protected with this System Strategist Contract Kit™.



Take a moment to be honest with yourself: do you trust your current contract to protect you on your System Setup projects? How often have you found yourself wishing you had more protections or recourse when working with a difficult client or encountering sticky situations? It’s time to up-level your System Setup client agreements to ensure that both you and your clients are fully protected with this System Strategist Contract Kit™.

Made in collaboration with Spear IP, this Contract Kit™ is designed to protect you in all the unique ways needed for the work that we do. It was specifically formulated for System Strategists who get access to their clients’ accounts for them, create assets for them, and ultimately create automations for them. PLUS, this thing is NOT just a template. Templates provide you with some language and send you on your way. This Contract Kit™ from Spear IP and Cait Potter provides you with different options on certain clauses to fit your business and ensures that you understand the contents of your contract (because if you don’t understand this last bit, then there’s no point in having one!).

Don’t spend another day unprotected.


  • An example Scope of Services for system setups (applicable for Dubsado, HoneyBook, and more)
  • Clear guidelines and expectations for clients: you are not responsible when your client is slow to respond and you may assess fees when they don’t respond within the timeline given!
  • Artistic Style protections: don’t spend eons revising forms and emails
  • Harassment protection: terminate agreements when clients are rude or threatening
  • Confidentiality: make your clients feel secure and protected in their work with you
  • Work ownership: do you own the forms and emails you create for your clients or do they? Get clear on that here.
  • And so much more!


Confidence and clarity that both you and your client are well protected as you embark on a System Setup project together.


Maria is an attorney with a degree from Pace University bringing peace of mind to bloggers, podcasters, and online brands when it comes to IP protection, contracts, and internet law. Her goal is to support female entrepreneurship by making the path to protecting and growing an online business affordable, understandable, and low-stress. When she’s not hammering away at a copyright issue or recording a YouTube video, you can catch her dancing to Hamilton with her toddler son, cooking with her husband, working on a house project, or hollering at her dog to get down from the couch.


  • A 10 page customizable word document containing your System Strategist Services Agreement language, already packed with Dubsado smart fields!
  • A follow-along PDF manual that tells you what information you need to specify and which clauses you need to consider
  • A companion video from attorney Maria Spear Ollis explaining your contract and how it protects you in detail!


I’ve collaborated with a great attorney, Maria Spear Ollis, to bring you this exclusive product, but please know that I am not a licensed attorney. This product is purely an educational resource intended for U.S.-based businesses, and nothing within it should be taken as legal advice. Any and all questions or concerns you have regarding this product, your legal rights, or any ramifications that might stem from using this product should be directed to a licensed attorney of your choosing.


Additional information


Non-Commercial Use License

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All products are meant to be used inside your own business and it is illegal to use them with other accounts, share, or redistribute them.

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