Six lawyer-drafted coaching agreement templates — 1:1, group, corporate, paid-in-full, retainer, and discovery-only. Fill in the blanks, send for signature, start coaching with confidence in under 30 minutes.
Get the Templates — $35Six templates. Fillable. No lawyer required.
Each template covers a specific engagement type — the language is lawyer-tuned so scope, payment, cancellation, and confidentiality are airtight.
The standard engagement contract for individual clients. Covers session cadence, fees, cancellation policy, confidentiality, scope of coaching, and termination clauses. Used by 90% of solo practitioners.
Fillable Word + e-sign ready →
For cohort programs and small-group engagements. Adds group-norm clauses, peer confidentiality, leader-only 1:1 carve-outs, and a separation clause when one group member leaves.
Cohort-specific addenda →
For when a company sponsors a client or commissions executive coaching. Includes HR-side data ownership, anti-retaliation clauses, sponsor-vs-coachee reporting boundaries, and tax/invoicing terms.
Corporate addendum included →
For 6-session packages or other prepaid engagements. Documents the upfront payment, what's included, the no-refund window after the kickoff session, and the rescheduling policy.
Refund windows preset →
For ongoing rolling engagements — typically 2–4 sessions/month. Includes auto-renewal language, monthly minimum, scope expansion clauses, and 30-day termination notice.
Auto-renew + 30-day notice →
For free or low-cost introductory calls. Limited scope, no commitment to ongoing coaching, confidentiality covers the discovery only, and a "follow-on engagement requires signing the full agreement" clause.
Lightweight, scopable →
A 1-page flowchart that walks you through picking the right agreement based on 4 yes/no questions — engagement type, payment structure, group size, and corporate sponsor. Saves you from misusing the wrong template.
PDF flowchart + decision rule →
Verbal agreements hold no weight when a client disputes fees, scope, or termination. A signed agreement documents expectations and protects both you and your client.
Most client disputes are about scope creep, cancellation, or refund. A written agreement signed upfront defines each — and clients who sign behave differently than clients who shake hands.
Corporate buyers (HR, L&D, executive coaching buyers) require a signed agreement before payment. Without one, you lose deals to coaches who can produce a contract on demand.
A confidentiality clause in your agreement is enforceable in ways that informal promises aren't. If a client discloses your work to others, you have legal recourse — only with a contract.
Most coaches either skip a contract or stitch one together from generic internet templates. Neither holds up when it matters.
Coaches who used to get into messy fee and scope disputes — and clients who signed cleanly from session one.
"A client wanted a refund 4 sessions into a 12-session package. I felt awkward saying no without a contract. Now I send the paid-in-full agreement before kickoff — clients read it, sign it, and I never have that conversation again."
— Devon J., Executive Coach
Zero refund disputes since
"My corporate sponsor HR person asked for our engagement contract before the first session. I sent one over from this pack — they signed back in 4 hours. That's how I closed a 6-figure engagement."
— Mei L., Leadership Coach
Closed $108K corporate deal
"I run 6-week group cohorts every quarter. The group agreement made my life so much easier — peer confidentiality, recording rules, paid-in-full terms. No more scope creep on the Facebook group."
— Asha R., Mindset Coach
12 cohorts, 0 disputes
For most coaching practices, these templates are sufficient without legal review. If you operate in multiple jurisdictions, handle health data, or work with enterprise clients requiring compliance certifications, a one-time legal review is recommended. For solo and small-group practices, the templates are lawyer-drafted to be sound.
Editable Word documents plus fillable PDFs. Each template includes a completion guide explaining how to fill in the blanks, plus an e-sign sending guide for DocuSign, HelloSign, and PandaDoc workflows.
Yes. Each template is editable — replace the firm name placeholder with yours, change the language to match your voice, and add your logo. Structure and clauses stay intact unless you have legal reason to remove them.
Email us within 7 days if the templates don't help you sign and protect your engagements. Full refund, no questions.
Six lawyer-drafted templates for every engagement type. Pick one, fill in the blanks, e-sign in 30 minutes — never argue scope, refund, or confidentiality again.
Get the Templates — $35Instant access. 7-day refund guarantee.