Do you offer coaching services and ready to take your business to the next level?

Establishing clear and professional terms with your coaching clients not only protects your business and your bottom line, it creates a level of professionalism between you and your clients.

The Coaching Business Kit has been tailor made for a wide range of (non-regulated) coaches such as wellness, mindset, business, fitness and much more.

The Coaching Agreement has been drafted so to be signed by both parties (either digitally or in wet ink), however you can easily convert the terms to online ‘click accept T&Cs’.

Why Do I Need This Agreement?

By utilising this Coaching Client Agreement, you can establish clear expectations regarding your coaching services, including session structure, payment, confidentiality, intellectual property, and limitation of your liability as a coach. This contract assumes that you will deliver the coaching services in sessions, with the details of these sessions to be outlined in the agreement.

However, it’s important to note that this agreement is not tailored to any specific industry laws. If you operate in a regulated industry like finance or accounting, please contact us to create you a customised contract based on your industry needs.

Key Features of the Coaching Client Agreement:

• Define a Clear Scope of Work: Define your precise roles and responsibilities such as action planning, goal setting, guidance and support ensuring your clients know exactly what to expect.
• Transparent Payment Terms: Set clear payment terms, including your fees, payment terms, etc enabling both you and your clients to understand the financial arrangement.
• Client Responsibilities: Not only is defining your role important, but, it is equally important to make it clear the client needs to do their part too. The contract states the client must be committed and willing to put in effort and take action to make the coaching successful. The client must be open and honest in their communication, and take responsibility for their own actions and decisions.
• Liability and Disclaimers: Make it clear that you are not providing any legal, financial or medical advice (as appropriate for your business). Your clients should always seek the advice of registered professionals where appropriate. The contract limits your liability to the maximum extent permitted by law, and states that you are not to be held liable for any decisions made by the client based on your coaching services.
• Safeguarding Confidentiality: Protect your and your clients confidential information with a robust confidentiality clause, while making it clear you are not held to confidentiality standards such as doctors or lawyers.
• Intellectual Property Rights: Clearly establish your ownership of any deliverables, materials and other intellectual property you have created for the client.
• Highly Customizable: Customize the agreement to suit your unique service offerings and client requirements effortlessly.

With our Coaching Client Agreement Template, you can confidently approach your clients with a professionally crafted agreement that protects your interests and ensures transparency in your business relationships. Save valuable time and resources by starting with a solid template that you can adapt to meet your specific client needs.

Don’t leave your professional success to chance. Invest in your business with our Coaching Client Agreement Template, tailored for Australian professionals, and position yourself as a trusted and reliable expert in your industry.

Want it done for you?

We are always happy to take the work out of your hands. If you buy the template and then decide you would rather leave the drafting to the professionals, you can upgrade to a “Done for You” package from $600+GST. Just shoot us an email and we will take care of the rest.

Legal Notice

This is a template document and has not been prepared to meet your specific circumstances. By using this document you understand that Law by Design is not providing you with any legal advice, nor is there a solicitor/client relationship between us.

This template is suitable for very basic situations. If you are seeking a more detailed contract, please contact us and we can prepare a bespoke agreement for you. The best way of ensuring your document suits your circumstances is seeking legal advice on how to tailor the document to meet your requirements.  As always please feel free to reach out for assistance. You can contact us at heidi@lawbydesign.com.au