Coaching Agreement Form Template
Set clear expectations from the first session — and protect the coaching relationship.
A coaching agreement isn't just paperwork — it's the foundation of a productive coaching relationship. When both the coach and the client are clear on goals, boundaries, confidentiality, and expectations from the start, the work goes deeper and the results come faster.
The template covers the coaching focus and goals, session frequency and format, confidentiality and its limits, what the coach will and won't do, the client's responsibilities, cancellation and rescheduling policies, fees and payment terms, and a mutual acknowledgment signature.
A signed digital agreement gives both parties clarity and a reference point when questions come up mid-engagement. It also establishes professionalism before the first session begins.
A written agreement protects both parties by defining what coaching is, what it isn't, what's confidential, and how logistics are handled. It prevents misunderstandings and sets up the relationship for success.
Scope and focus of coaching, session logistics (frequency, duration, format), fees and payment schedule, cancellation policy, confidentiality terms, limitations of coaching vs. therapy, and both parties' responsibilities.
In most jurisdictions, yes — agreements with electronic signatures are legally enforceable. Consult your legal advisor to confirm requirements in your location and for your type of coaching practice.
Yes. Clarifying that coaching is not therapy, not medical advice, and not consulting helps set accurate expectations and protects the coach if a client misunderstands the scope of the engagement.
At the start of each new engagement or when the coaching focus significantly changes. Many coaches do a brief check-in on the agreement at the end of the initial contract period before extending.
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