Wondering whether you need a client agreement for your 1-on-1 clients? You might even be wondering what the most important parts are of a contract. After I left the law in 2016 to become a health coach, I realized coaches needed affordable, approachable and easy-to-use resources that actually fit what they do. I designed your DIY Coaching Contract template specifically for coaches after hearing from so many friends and colleagues asking “What’s an agreement for? And what’s supposed to be in it?” I answered the “whether you need it” question for you in this post (hint: yes!).
The thing I love most about having a clear and concise coaching agreement is that it sets out the expectations between me (the coach) and my client. We don’t have to rely on a bunch of random emails back and forth, something that got misinterpreted through text or over the phone, or what we thought the client understood about our services. It’s all clearly laid out in this agreement. Plus, goodness forbid you face any legal issues down the line, it serves as a clear outline of what was (& wasn’t!) offered to your client.
I know what you might be thinking. “Can’t I just copy and paste from someone else’s contracts or website policies online?”
No, you can’t just copy and paste or borrow a friend’s contract. Or at least that’s not the best thing for you and your business. If you want to be #LegallyLegit and you take your business seriously, it’s best to craft your own legal contract or website policy that actually addresses your business’s unique policies and needs. As I always tell my clients, borrowing someone else’s contract that isn’t tailored towards you is basically like having nothing at all.
Here are just a few of the *most* important aspects of a coaching agreement…
This one is super important, right? Not only do you want to make sure you have terms that clearly outline what you’re owed, but also what the payment terms are. It’s all about expectations, people! This is why I drafted this DIY Client Agreement just for you coaches. I wanted to give you the language (aka. the power) to have clear, concise language to use with your clients. That way, you both are on the same page about what’s due & when.
Description of Services
Be super clear about what your program/health coaching services include so there’s no miscommunication. Do you have weekly calls or twice monthly calls? How long are they? Where do they take place? What else do you include in your program? Here’s your chance to lay it all out.
Client & Coach Expectations
I like to include a section for client and coach expectations. Set out what you expect from your client (i.e., being on time and communication) and what you’ll offer your client in return (i.e., being present & non-judgmental). It’s a great way to set the tone for your coaching program.
This is SO, so important and worth the price of the DIY Coaching Agreement template alone. I started this company after hearing from so many of you health coaches about feeling scared & vulnerable! But there’s an easy way to protect yourself by using a disclaimer. Here, you set out who you are, what you do, what certifications you have, and which you DON’T (i.e. a medical degree, license, etc.). This disclaimer is totally different from the disclaimer you need on your website.
Cancellation & Refund Policies
This was one I learned the hard way when I first became a health coach. I figured if people signed up for health coaching, they obviously would use their sessions & show up each time! Wrong. Protect yourself and make sure your time is respected with clearly outlining your cancellation and refund policies in your client agreement.
There are so many other important parts of a client agreement, but these are some of the big ones! My DIY Coaching Contract template was designed and written specifically for coaches who work 1-on-1 with clients! And it’s not just for health coaches – it works for any coach or consultant who offers services online or in-person. You can grab your coaching contract template on its own here or as part of my Ultimate Bundle program (it’s 1 of the 10 contracts and policies included!).
Ready to legally protect your business but feel like you don’t know where to start? Watch my free on-demand workshop ‘The First 5 Steps to Legally Protect & Grow Your Online Business’ by tapping here. You can pick a day and time to watch the workshop that’s best for you. In the free 1-hour training, I’ll walk you through my 5-step strategy to legally protect your brand — soup to nuts. Enjoy!
My DIY Coaching Agreement includes every single one of the components above, plus SO many more! It’s easily customizable to fit your specific coaching program, needs, coaching rules/terms, and more. If you have any questions, just ask! Get in touch here.