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INITIAL CONSULTATION AGREEMENT BETWEEN Mr/Ms. Hereinafter referred to as “Applicants Residing at:Global Citizens Inc., having its head office and principal place of business at 3565 rue Carry E.

How to fill out initial consultation agreement

How to fill out initial consultation agreement

1. Start by introducing the parties involved in the initial consultation agreement, including the consultant and the client.
2. Specify the purpose of the initial consultation agreement, which typically involves discussing the client's needs, goals, and concerns.
3. Include a section for outlining the scope of the consultation, detailing the specific areas or topics to be covered.
4. State the timeframe for the initial consultation, indicating the date, time, and duration of the meeting.
5. Clarify the payment terms, such as whether the initial consultation is free or if there is a fee involved.
6. Outline the confidentiality and non-disclosure obligations, ensuring that any sensitive information shared during the consultation remains confidential.
7. Address any additional terms and conditions that both parties need to agree upon, such as cancellation policies or dispute resolution procedures.
8. Include a signature section for both the consultant and the client to sign, acknowledging their agreement to the terms stated in the initial consultation agreement.

Who needs initial consultation agreement?

1. Any individual or organization seeking professional advice or guidance can benefit from using an initial consultation agreement.
2. Consultants, coaches, lawyers, therapists, financial advisors, and various professionals often require an initial consultation agreement before providing their services.
3. Clients who want to ensure a clear understanding of the consultation process, protect their confidential information, and establish expectations may also need an initial consultation agreement.

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What is initial consultation agreement?

Initial consultation agreement is a form that outlines the terms and conditions of the initial meeting between a consultant and a client.

Who is required to file initial consultation agreement?

Both the consultant and the client are required to file the initial consultation agreement.

How to fill out initial consultation agreement?

The initial consultation agreement can be filled out by providing relevant information such as the names of the parties involved, date of the initial meeting, and the purpose of the consultation.

What is the purpose of initial consultation agreement?

The purpose of the initial consultation agreement is to establish clear expectations and boundaries for the initial meeting between the consultant and the client.

What information must be reported on initial consultation agreement?

The initial consultation agreement must include the names of the parties involved, date of the initial meeting, purpose of the consultation, and any other relevant details.