Include a list of your accepted payment methods such as credit/debit card, ACH transfers, cash, checks, etc. Next, you must outline the projected payment schedule, specifying any amount required upfront as well as how many installments will be remaining, and the specific dates when you expect to get paid. Make sure to also explain the procedure that both you and your client must follow in case a session needs to be rescheduled or canceled and any refund policy for such cases. For this reason, you must include a section where you outline the grace period you will provide to your clients before the session is considered 'missed'. Your time is valuable, so you want to make sure you don't waste it with missed appointments. Also, mention how the client will be able to contact you in between meetings and the procedure to follow in case they want to request any additional services you might offer such as writing reports or reviewing documents. Specify how many coaching sessions are agreed upon, as well as the frequency of them and how the meetings will be conducted (video calls, in-person, phone call, etc.). Start by outlining the professional and personal aspects your client is looking to improve and briefly describe the strategy you will follow to get them there. The following section of your coaching template should list the services included in your plan and exactly how they will be provided. You'll also get access to our tax, task management and time tracking software to help you manage/run your coaching business. We have invoice, contract, and proposal templates for coaches. Note: Try our full-suite of small business tools. You may also use this section to establish the commitment you expect your client to have during the coaching program, making sure that they are willing to communicate honestly, be receptive to feedback, and dedicate the necessary time and effort to properly engage with the program. Additionally, you must specify that the services you provide are in no way to be used instead of therapy and you will not diagnose, treat or cure any mental illness. First, you want to make it clear that you as their coach will not have any personal responsibility for any actions they take (or don't take) and the direct as well as indirect consequences of such. This section is an essential part of any coaching agreement, as it helps to keep healthy coach-client relationships. Include the full name, phone number, email address, billing address (for your client), and any other information available.
To begin your coaching agreement template, add a section to provide your client's contact information as well as yours. Make sure both parties accept the coaching services agreed upon and establish clear expectations for the coach-client interactions. Any mistakes or omissions could lead to disagreements or even legal repercussions. Remember, a coaching contract is a legal document, so when you begin to draft your template, you want to make sure all the important information is covered and pay close attention to detail. Essential Elements of a Coaching Contract Template We have everything you need to streamline your paperwork and get the ball rolling! Claim your 7-day free trial here. Note: Need a more efficient client intake process? Try Bonsai's all-in-one product suite to easily create professional contracts, business proposals and quotes. Read on to find out some of the essential elements you must include. If you are ready to save time and begin coaching clients without fear of legal repercussions, we'll help you create a bulletproof contract template.
A pre-written template allows you to save a ton of time and quickly have a professional coaching agreement by limiting your attention to filling out the client-specific information. Many coaches nowadays use a coach contract template as a great way to make sure no important information is missing when signing up a new client. By defining the coach-client relationship's legal parameters including appropriate behavior, the scope of the services, and outlining the payment process, this contract serves to safeguard both your clients and yourself. A strong and well-written agreement is an excellent coaching tool that provides professional businesses with legal protection making sure both parties agree to a certain set of guidelines.