Coaching Agreement

$129.00 inc. GST

  • Provide clarity to your clients
  • Avoid misunderstandings and disputes
  • Suitable for all Australian states and territories
  • Peace of mind that your coaching business is legally protected
  • Drafted in plain English by Australian lawyers
  • Complete our Coaching Agreement template in under 10 minutes
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What is a Coaching Agreement?

A Coaching Agreement is your MOST important legal document. If you only have one contract in your coaching business, this is it!

A Coaching Agreement sets out the legal agreement between a coach and their clients.

This includes services, client responsibilities, payment terms, cancellations, termination, limitation of liability and a success disclaimer. It also covers confidentiality and intellectual property rights.

Every coach-client relationship is different, but it helps to set the ground rules from the start. A well-written agreement will not only provide you with legal protection but will also help manage your client’s expectations.

 

Who can use this template?

  • Business coaches
  • Life coaches
  • Financial coaches
  • Executive coaches
  • Leadership coaches
  • Other types of coaches and mentors

 

Do I need a contract for my coaching clients?

Yes, definitely! A contract protects both you and your clients.

Putting things in writing protects both parties and gives certainty.

Contracts are about more than wrapping your clients up in red tape and telling them what they can’t do. Think of your contract as relationship insurance: it does all the hard, boring work of keeping the relationship on rails so that you can focus on the fun part – the actual coaching.

 

What does this Coaching Agreement template include?

Our Coaching Agreement template covers everything you need:

  • Term – how long you will work together for
  • Services – why are we here? describe your coaching program, content and structure
  • Client Responsibilities – help your clients to help themselves and remind students that they need to be accountable and take action
  • Investment – the fees you will charge
  • Travel Expenses – optional clause to cover travel costs if you need to travel for a session or workshop
  • Payment Terms – set clear expectations about when payment is due
  • Postponements – how and when clients can reschedule with you
  • Cancellation and Refund Policy – remove any uncertainty about your policy on cancellations and refunds
  • Termination – gives you (and the client) a legal way to end the agreement
  • Indemnity – an important legal clause
  • Intellectual Property – protect your proprietary knowledge and training materials
  • Confidentiality – trust is a two-way street; this protects you and your client from information getting shared that you don’t want to be shared
  • Advice and Information – make it clear that coaching is not a substitute for professional legal, medical or financial advice
  • Guarantees – you can’t guarantee success and the client is ultimately responsible for their actions and results
  • Limitation of Liability – an important legal clause
  • Dispute Resolution – how you can settle disputes (let’s hope it never comes to that!)
  • General – standard contract clauses such as Assignment, Severance, Entire Agreement, Waiver and Governing Law

 

Other names for Coaching Agreement

  • Coaching Contract
  • Coaching Terms and Conditions
  • Coaching Terms of Business
  • Mentoring Agreement
  • Services Agreement
  • Client Agreement

 

How do I fit all of the details of my different services into the contract?

Our Coaching Agreement template includes a clause to describe your services.

However, the best approach is to have TWO documents that you provide to potential clients:

1. Proposal – a detailed overview of the coaching services you will provide and the scope of your engagement.

2. Coaching Agreement – all of the legal considerations and your official agreement

This gives you more flexibility, and it means that you can customise each proposal without having to condense the detailed information into a standard contract.

 

Why should I invest in a quality Coaching Agreement template?

You’ve spent countless hours dedicated to learning how to attract the right clients.

Your heavy financial investments in your own personal growth are slowly but surely paying off.

You’re not going to let all that go to waste with a crappy contract, are you?

The booking process is the most fragile part of the selling process. Don’t let your future clients slip away with a shady contract pieced together like Frankenstein.

With this contract template, your clients will know you take your business seriously. You’ll stand out from your competition, but best of all, your clients will trust you right from the start.

 

What kind of coaching does this template cover?

Our Coaching Agreement template is suitable for Business Coaches, Life Coaches, Health & Wellness Coaches, Career Coaches, Executive Coaches, Leadership Coaches, Marketing Coaches, Speaking Coaches, plus any other coaches we might have missed in this list. If you offer 1:1 coaching, group coaching, workshops or virtual coaching, we’ve got you covered!

 

Is this Coaching Agreement template legally binding?

Absolutely!

All of our templates have been drafted by qualified Australian lawyers who hold an Australian legal practicing certificate.

We are affiliated with a commercial law firm based in Sydney.

More Details

Can’t I copy terms from someone else or download a free template off the internet?

We don’t recommend this approach for a few reasons:

1. You may be committing copyright infringement, which is against the law.

2. You might accidentally copy terms and conditions from another country – if you end up in court for some reason it might be on the other side of the world.

3. Our template has been drafted by an Australian lawyer to make sure it’s legally binding here in Australia.

FAQ

All of our templates come in Word format (docx). We recommend that you use Microsoft Word on a desktop to fill in the template.

Yes, all of our templates have been drafted by qualified Australian lawyers who hold an Australian legal practicing certificate.

Yes, the template is suitable for all Australian states and territories.

What do I have to do after I download the template?

The template includes instructions on how to use it, as well as helpful comments along the way to guide you. Don’t just take our word for it, read what other customers have said about our products here.

Estimated time to complete the template in Microsoft Word is around 5-10 minutes. We have designed our templates to be very user-friendly.

How often are the templates updated?

We frequently update our template library and provide minor updates to wording and formatting in our documents.

If the law changes, we’ll email you with the changes and updates to add to your existing templates. You have lifetime access, so any updates are provided free of charge.

Refunds

We offer a 14 day moneyback guarantee on all purchases.

We want to make sure you are 100% happy!

We have worked hard to provide quality legal documents for Australian small businesses.

We’re confident you will LOVE our products – but we offer this extra guarantee so you don’t have to worry.

Our no-hassle, 14-day refund policy means that if you are not satisfied, for any reason, we’ll work with you to make sure you’re happy, even if that means a full refund.

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Filter Reviews:
VW
29 July 2021
Victoria W.
AU AU
I recommend this product
Exactly what I needed

The template is comprehensive & easy to edit/use. Feel a lot more confident in my documentation.

MH
23 March 2021
Megan H.
AU AU
I recommend this product
One stop legal shop

I have purchased before for other agreements/terms of business which have been so helpful so it was an easy decision to return for my next requirements. Great product, service and highly recommended.

KD
20 March 2021
Kerry D.
AU AU
I recommend this product
Super Easy!

Great value for money, so easy to use and tailor to my business. Thank you guys

RN
13 March 2021
Rebecca N.
AU AU
I recommend this product
Coaching Agreement template

Super helpful - it lays out the sections that need to be addressed, and provided sample text which can of course be modified to suit your particular set-up and operational requirements.

PF
10 March 2021
Phil F.
AU AU
I recommend this product
Very easy

Searched for Coaching agreement read through the document was definitely comprehensive enough for what I required without being to much legal speak. Cannot recommend highly enough.