Free Professional Consultation Agreement Template

I regularly give business consulting services to a wide variety of people – from veteran business owners to startupists or companies looking to ride the Ecommerce wave. When I meet with a client for a professional consultation, I make sure to sign a consultation agreement before I even schedule the meeting.

I know it sucks to sign a legal type of documents, especially when you’re just getting to know someone. But I’d recommend it in this particular case. It will protect you from late payments or arguments on the price of the consultation, or even not getting paid at all… It seems crazy but a lot of people are just plain dishonest.

The agreement also clearly states the terms and frame of the service you are going to provide. You’re not taking on any project just yet and you haven’t agreed on any specific price. Right now it’s just a consultation – and it’s important to have that in writing.

The agreement also includes a Credit Card Authorization Form.

I’ve attached 2 versions of the agreement in a Microsoft Word format for your convenience:

1. Use the first version if the consultation fee is deductible from the project’s fee, if the client chooses your firm for their project. Download
2. Use the second version if the consultation fee is not refundable. Download

I hope this helps!

P.S.: Make sure to change the header logo with your own!