Yes a disclaimer would be ideal. Something along the aligns of
"Document is Template only. Documentation and implementation is controlled by the user. (Your Company Name) recommends professional advice is sought for individual companies to ensure fit for purpose and successful implementation.

(your company Name) holds no responsibility to liabilities or damages such as (list examples like injury, reputation etc)

What are you disclaiming?

I assume you are trying to avoid any professional negligence damages.

You might be better off setting up a Limited Liability Company. That would limit your personal exposure.,

Thanks Amanda. I have added an appropriate disclaimer based on your post.
I have set up LearnOn Limited, a LLC. I also aim to get Liability Insurance (soon).
The disclaimer is more for the client to realise that they need to complete the plan themselves particularly as the meeting will be via Zoom/virtual. I will then follow up later to check how they were doing.
This Action Plan is intended for new, small businesses that need H&S help.