What’s inside the Coaching Agreement.
5 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1The parties (coach, client and sponsor) with their details, the key terms at a glance, how a three-party agreement works, and the contents
- 2Page 2Clauses 1 to 4, each with a plain-words summary beside it: the engagement, what coaching is and isn’t, what each party does, and confidentiality with its limits
- 3Page 3Clauses 5 to 7: sessions and contact between them, cancelling and rescheduling (48 hours’ notice, one free late change for illness) with a table of what happens for each kind of notice, and records and personal data under GDPR
- 4Page 4Clauses 8 to 12: fees and payment with Irish late-payment rules, ethics and complaints, liability capped at the fee, ending the agreement, and governing law
- 5Page 5Signing blocks for the client, the sponsor and the coach with signature, name, title and date lines, then Schedule 1: the client’s goals in his words, sessions, three-way meetings, contact between sessions, end date, the fee with VAT and invoicing details
When to use it.
Coaching Agreement is a 5-page contract for executive and leadership coaches whose client's employer pays for the coaching, so the coach, the client and the sponsor all sign. It opens with the three parties, the key terms at a glance and the contents, then sets out twelve numbered clauses, each with a plain-words summary beside it: what coaching is and isn't, confidentiality and its exact limits, sessions, cancelling and rescheduling, records under GDPR, fees with VAT, ethics and complaints, liability and ending early. Schedule 1 records the client's goals in his own words, the programme and the fee.
Made for
- Agencies signing new clients
- Freelancers and contractors
- Consultants and advisers
- Founders and small businesses
Make it yours in four steps.
Open it in Proposals and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Replace the coach, client and sponsor on page 1 with your own names, addresses and contacts.
- Step 2
Agree what the sponsor hears in clause 4.2 with your client, and set your cancellation notice in clause 6.
- Step 3
Fill in Schedule 1 with your client's goals, session dates and fee; the VAT and totals follow the session prices.
- Step 4
Check the governing law and late-payment rules for your country, then send it for e-signature to all three parties.
Start from the Coaching Agreement now.
Questions about this template.
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Is the Coaching Agreement template free?
Yes. Create a free account and it opens in Docsiv's Proposals app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Lora and Lato with #ffffff, #1d1f25, #5a4878, #f4f5f7, #3c4048, #dfe1e6, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Proposals in Docsiv offers: Proposal pages, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the coaching agreement for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Can my client sign it?
Yes, on Pro and Team: send the proposal for e-signature from Docsiv and follow it under Signatures. Pro sends 40 a month and Team has no limit.
Start your contract with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your coaching agreement for you to edit, share and send.