Coaching Legal Bundle

$356.00 $199.00 inc. GST

  • All of the must-have legal documents for your coaching business
  • Provide clarity to your clients
  • Avoid misunderstandings and disputes
  • Peace of mind that your coaching business is legally protected
  • Drafted in plain English by Australian lawyers

Our Coaching Legal Bundle includes everything you need to run your coaching business and make sure you’re legally protected:

  1. Coaching Agreement
  2. Non-Disclosure Agreement
  3. Privacy Policy
  4. Website Terms of Use
  5. Letter of Demand


Who can use this Legal Bundle?

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


What’s Included in the Coaching Legal Bundle?

1. Coaching Agreement

A Coaching Agreement is a legal contract for coaches to use when engaging clients.

It covers all of the important aspects of your coaching relationship with a client. This includes your 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 our Coaching Agreement will help to set the ground rules so that both parties can understand their obligations from the start. You can tweak this template to suit your requirements with each client.


2. Non-Disclosure Agreement

Give your clients extra peace of mind by signing a Non-Disclosure Agreement before you start working with them. A Non-Disclosure Agreement (also known as an NDA or Confidentiality Agreement) means they can be 100% sure that their precious business information is safe with you.


3. Privacy Policy

A Privacy Policy is a document that explains how you will manage the personal information you collect from website visitors and customers. Most Australian websites need a privacy policy to comply with Australian privacy laws.

Even if you just have a simple website, you should have a Privacy Policy. There are sizable fines for breaching the Privacy Act, so it is important to comply.


4. Website Terms of Use

Website Terms of Use set out the rules for your website visitors. They are designed to protect you from the risks associated with running a website, and to protect your intellectual property as well.

Our Website Terms of Use template includes rules about what visitors can and can’t do on your website (such as post comments or share your content). It also includes a Website Disclaimer to limit your liability for any loss incurred by someone relying on the information on your website


5. Letter of Demand

When your gentle payment reminders fall on deaf ears, it’s powerful to have a firm and professional Letter of Demand up your sleeve. Our Letter of Demand template will help to keep the cash in your business flowing.

Use our Letter of Demand template to formally request payment of an outstanding debt and provide a warning before commencing legal action. You might be able to recover your debts yourself without spending money on a lawyer or debt collector.


Are these templates legally binding?


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.


Download our Coaching Legal Bundle today and get the professional legal docs you need at an affordable price!

Why You Need This

Set your business up for success

Our Coaching Agreement template will help to ensure clear communication and defined responsibilities for you and your clients

Clearly set out the terms of your agreement

Lay the foundations for your coaching relationship so everyone is clear on their obligations and how the relationship will work.

Deal with Disputes

Your agreement covers different situations and how to handle them –  it will help to avoid disputes in the future.

Protect your business and assets

As the old saying goes, hope for the best and prepare for the worst.

You never know what will happen in the future, but it is vital that you have a contract in place to protect everything you have worked hard for.

How does it work?

You could be up and running in as little as 5-10 minutes.

1.  Select the Coaching Legal Bundle in the Shop and click Add To Cart.

2.  Proceed to Checkout and complete your purchase.

3.  You will receive an email with a download link immediately after you have completed your purchase.

4.  Open the document in Microsoft Word and complete the highlighted fields with your personal information (name, ABN etc). Your document will be ready to go in minutes!


Do I need a contract for my coaching clients?

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

You should always have a contract signed before you start a new coaching job with a client.

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 you can focus on the fun part – the actual coaching.


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 incluse a clause to describe your services.

However, the best approach is to have TWO documents which 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.


Can’t I just copy these documents from another website?

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.


Are these templates editable?

Yes, the templates come in Word format so you are free to make changes to the documents.

However, we do not recommend you make changes outside of the fields we have highlighted in the documents. The clauses and wording have been written by a lawyer for a good reason. Deleting clauses or modifying them can affect the legal protections contained in the documents.


What if the law changes?

If the law changes, we’ll email you with the changes and updates to add to your existing templates. So please ensure you keep us updated if your email address changes.

Customer Reviews
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Filter Reviews:
13 February 2021
Amy B.
I recommend this product
Highly recommend Easy Legal Templates!

I am sooo pleased with the Coaching bundle that I purchased for my new business. I was stressing that getting my legal contracts sorted was going to be a tedious scary process but it was quite the opposite! I purchased the templates, downloaded them and had them customised and complete within a couple of hours. A really great investment that saved me money and time!

21 December 2020
Bonita C.
I recommend this product
Life saver!!

Thanks for taking the time to talk through it all with me and help me through the process, I was very overwhelmed before finding you. You had everything I needed! One stop shop

13 November 2020
kelly r.
I recommend this product
very helpful & easy to use thankyou

I was working on my business after hours and looking for the best product for my situation. I received a prompt reply which was not expected at that time and also very helpful (whereas others had not been answering for days!) I really appreciated the advice and the service. Products have been great, easy to use and adapt and I was able to put in place within hours. Now have peace of mind and looking to purchase templates for another business.

14 October 2020
Michelle D.
I recommend this product
Worth it!

As a new coach, this pack contained the essential documents I needed to protect myself, my clients and business. I found the documents easy to understand. I also loved the clear instructions of how to edit the documents with the notes on the side and the highlighted fields. Very happy with my money spent.

26 September 2020
Katie W.
I recommend this product
Quick and Easy

I highly recommend these templates, I was able to fill in the contracts within minutes.

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