Coaching Agreements

Download a free Coaching Agreement template and example. Safeguard yourself and your clients with our professionally written agreement.

By Ericka Pingol on Jun 20, 2024.

Fact Checked by Nate Lacson.

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Coaching Agreements PDF Example
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What is a Coaching Agreement?

Coaching Agreements are formal documents that establish the terms of a business arrangement between a coach and their client. These agreements outline specific coaching services, payment structures, expectations of confidentiality, liability provisions, and other important particulars.

A well-drafted protects coaches against potential misunderstandings or issues arising during the coaching process. It is also essential to ensure that both parties clearly understand the expectations and boundaries.

Creating a comprehensive Coaching Agreement doesn't have to be complicated—it simply needs to cover all the potential challenges when working together. By thoroughly understanding what constitutes a successful coaching agreement, practitioners can ensure a smooth and beneficial experience for their clients and themselves.

Check out this video to find out more about Life Coaching Techniques:

Printable Coaching Agreement Template

Download this Coaching Agreement Template to ensure compliance.

How does it work?

Our printable Coaching Agreement includes sections or services provided, duration and fees, privacy, and more. Here's how to utilize this free template:

Step One: Download the form

Obtain a copy of the Coaching Agreement form by clicking the link on this page or accessing it through the Carepatron app. Alternatively, you can find it in our handy resources library.

Step Two: Explain the terms

Before signing the agreement, discuss the provisions regarding services, payment, and confidentiality with your client in detail. Make sure to answer any questions they may have before proceeding to the next step.

Step Three: Fill out and sign the agreement

Once the client agrees to all the terms and conditions, they can complete and sign the agreement. Retain a copy of the signed agreement for reference in case of disagreements or disputes.

Step Four: Follow up and review

Ensure that both you and your client adhere to the terms of the agreement. If any changes need to be made, refer to the agreement and make the necessary adjustments.

Coaching Agreement Example (sample)

We have included a sample Coaching Agreement PDF to illustrate using this template in your practice. This sample can be used for educational purposes or as a reference in your practice. You can view the sample here or download it as a PDF.

Download the free Coaching Agreement Example (sample):

Coaching Agreement Example (sample)

When would you use this Template?

You can use a Coaching Agreement when initiating work with a new client or renewing services for an existing client. This document ensures the protection of both parties, clarifying expectations and terms of service. You can also utilize this agreement to:

Define the scope of services you will provide

A Coaching Agreement helps outline the services you will provide to your clients, ensuring everyone is aligned and communication is effective. This includes the estimated number of sessions, duration, and type of services that you will provide.

Establish payment terms

Specifying the payment terms for your services is crucial. This agreement allows you to outline the payment schedule and accepted payment methods.

Address confidentiality requirements

To protect your client's privacy, a Coaching Agreement can stipulate any confidentiality requirements. This ensures that all parties understand the need for privacy and discretion in your services.

Benefits of the free Coaching Agreement template

Here are some advantages of using Carepatron's free Coaching Agreement form:

It's entirely digital

You can access our free Coaching Agreement online and download it as a PDF. You can also share it using email, messaging, or other sharing platforms.

It's legally binding

Our template is designed to be legally binding, ensuring your service agreement is protected. You can be confident that both parties know their obligations and rights.

It's easy to modify

You can modify the Coaching Agreement template to suit your needs. You can add or remove sections, modify the language, and make other necessary adjustments.

It's time-saving

This Coaching Agreement saves you time and effort in creating your service agreement. All the necessary language is included, eliminating the need to start from scratch.

Why use Carepatron as your Coaching Agreement app?

Are you a life coach seeking an easy and efficient way to manage your practice? Carepatron is the perfect solution! Our cloud-based practice management software is specifically designed for coaches, helping them keep track of clients and agreements.

Our innovative Coaching Agreement app lets you create detailed contracts that meet your specific requirements quickly and easily. Our software also offers built-in messaging, client billing and invoicing, document storage, and progress tracking. Plus, you can access it from any device with a web browser!

Bid farewell to the hassle of managing contracts manually. With Carepatron's Coaching Agreement Software, you can streamline your practice while maintaining professional standards. It's the best way to effortlessly manage your coaching business with confidence.

Sign up today and discover why Carepatron is the preferred choice for life coaches worldwide!

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Who uses the Coaching Agreement?
Who uses the Coaching Agreement?

Commonly asked questions

Who uses the Coaching Agreement?

Life coaches and other professionals utilize Coaching Agreements to outline the terms and conditions of their agreements with clients. This ensures that both parties clearly understand their rights and obligations.

When should you use the Coaching Agreement?

You should use a Coaching Agreement when engaging with a client.

How is a Coaching Agreement used?

A Coaching Agreement establishes expectations for both parties and discusses payment terms and other details related to your services.

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