As a coach or other service provider who has built an online platform to scale your business, this comprehensive Platform Agreement is your key to empowering other service providers to provide their services through your platform. This template ensures a smooth and secure collaboration, allowing participating providers to focus on delivering exceptional services while you manage the platform's operations and logistics. It's designed for service providers like you who want to expand their reach, foster a community, and share the revenue in a way that benefits everyone involved.
 
Key Features of the Platform Agreement:
 
Platform Access and Usage:
Grants non-exclusive, limited, and revocable access to your platform.
Clearly outlines usage terms to protect your platform’s integrity.
Offers flexible payment structures, including revenue sharing or fixed subscription fees.
Revenue Sharing and Payments:
Option A: Platform Owner handles all payments, with clear disbursement timelines.
Option B: Service Providers handle payments directly, with detailed reporting requirements and revenue sharing.
Option C: Hybrid payment processing, combining initial payments through the platform and subsequent payments handled by service providers.
Independent Contractor Status:
Clearly defines the service providers’s role as an independent contractor, not an employee or partner.
Includes provisions for tax responsibilities, ensuring compliance and clarity.
Client Relationship Management:
Establishes ownership of client relationships procured through the platform.
Requires all client interactions to be conducted on the platform, ensuring consistency.
Optional provisions allow for existing client relationships to be managed off-platform.
Marketing and Branding:
Provides guidelines for promoting services in connection with your platform.
Offers flexible options for branding alignment and co-marketing strategies.
Confidentiality and Proprietary Information:
Protects the confidentiality of your proprietary information, client lists, and marketing strategies.
Includes obligations for the return or destruction of confidential information upon termination.
Liability and Disclaimers:
Limits your liability as the platform owner, placing responsibility for services on the participating service providers.
Provides disclaimers regarding the platform’s functionality and information accuracy.
Post-Termination Client Relationships (Optional):
Option A: Clients remain with the platform after termination.
Option B: Service Providers can continue serving clients with a separation fee.
Option C: Mutual agreement on client transfer after termination.
Option D: No restrictions on client relationships after termination.
Insurance Requirements:
Mandates that service providers maintain professional liability insurance.
Includes provisions for proof of insurance and indemnification.
Client Data Privacy and Compliance (Optional):
Ensures compliance with data privacy laws such as HIPAA, GDPR, and CCPA.
Outlines obligations for handling sensitive client data and reporting breaches.
Includes indemnification for data breaches to protect your platform.
Exclusivity (Optional):
Establishes exclusivity for service providers, preventing them from offering similar services on competing platforms.
Provides exceptions for independent services that do not compete with your platform.
Non-Disparagement (Optional):
Protects your platform’s reputation by preventing negative statements from both parties.
Includes remedies for breaches, such as injunctive relief and damages.
Intellectual Property Rights (Optional):
Clarifies ownership of intellectual property created on the platform.
Grants limited licenses for using platform materials and service provider-owned IP for marketing.
 
Who Should Use This Agreement?
 
Coaches or other service providers who have created an online platform to scale their business by enabling other service providers to provide services without having to build their own platform from scratch.
Platform owners looking for a legal framework to manage relationships, payments, branding, and data protection.
Entrepreneurs who want to build a community of like-minded service providers, share revenue, and maintain control over their platform’s operations and identity.
 
This legal template covers the legal essentials, giving you the peace of mind to focus on growing your platform and expanding your impact.