The Coaching Agreement
£247 (or £123.50 x 2)
Get a "gold standard" legal contract template designed specifically for coaches.
The Coaching Agreement and Drafting Notes
This Agreement has been created for coaches to use for delivery of 1:1 coaching services. The contract can easily be personalised and is suitable for use for coaching in most industries, in particular those who provide business coaching, health and wellness coaching and other professionals offering either in person or online/virtual coaching sessions.
When you purchase you'll get a template 1:1 coaching contract for you to send to clients outlining the terms of your services and a separate document with guidance notes to help you personalise the agreement.
This template is suitable for coaches who provide the majority of their services online.
You are purchasing a template document this does not create a solicitor client relationship and the template is not to be construed as legal advice.
This contract includes clauses on:
- The way your coaching will be delivered,
- Payment terms, including payment plans and non-payment,
- Cancellation and refund requests,
- Disclaimers, no guarantees and much more.
What's Included?
There is so much value in this contract. Firstly, let us say that you’ll get Lucy Legal lifetime support, which means as long as we're in business we will be here to support you with your purchase.
When we upgrade or alter this agreement, you’ll be the first to know, and get the latest version FOR FREE.
Here’s how the contract breaks down:
1. Specifics about what you do - you'll need to include what you do and what you don't deliver, we've included some examples.
2. Payment Terms - including wording to allow people to spread the payment over a number of months with a payment plan and what happens if people don't pay.
3. Refund and cancellation/termination wording
4. Disclaimers - attempting to protect you and your business from legal claims
5. Copyright and IP wording – options to choose depending on the protection you need for the material and content that you deliver in your sessions.
6. Privacy and data protection wording and more
You also get drafting guidance notes so that you can make bespoke alterations to suit your business.
TERMS & CONDITIONS OF PURCHASE:
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You are purchasing a template document this does not create a solicitor client relationship and the template is not to be construed as legal advice.
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On purchase you will be sent a link to access your documents immediately. At the point of purchase, you are confirming your express consent to receiving the download immediately. In agreeing to receive the download at the point of purchase you will lose your right to cancel and your right to a refund should you change your mind so please consider your purchase carefully before placing it.
Should you have any questions about your purchase we will be happy to assist.
Still feeling a little unsure?
Almost every single entrepreneur feels a little out of their depth with legal documents. That's we created "Drafting Notes" which are included in every document bundle.
You'll find a short PDF of guidance notes within the bundle to support you to edit and personalise your template documents to suit the way you run your business. The guidance notes explain which parts of the template you should amend and which parts you definitely shouldn't alter as those clauses are legally required.
FAQs
What happens after I purchase?
Following successful purchase of this template you will be emailed with access to Kajabi, which is the online portal where your template will be stored. This means that you'll easily be able to find the documents and access them wherever and whenever you need them, even if you're not on your device.
Is there any guidance with the documents and what format are they in?
The template legal documents are Word documents and there are short PDF 'Drafting Notes' guidance booklets (less than 10 pages) for some of the templates within the bundle.
Before publishing the templates onto your site or using them to send to clients you will need to edit them for your business. The templates have square brackets where you need to enter your company information or chose an option e.g. to include or delete if these do not apply to your site, these sections have been highlighted for ease of use. By the time your template is ready to upload to your site there should be no square brackets remaining.
You should also read the ‘Drafting Notes’, not only will these help you to consider how to best protect your business but they also highlight some of the key elements and specific wording which reflect statutory requirements. These sections are mandatory and should not be changed.
It is anticipated that you will have reviewed and finalised your document within 30 minutes.
What happens if the law changes?
Every time we update the template, you get access to the update, for free. Rest assured that if things change, the law or just best practice, we will update our templates so that the latest most up-to-date and compliant version is always available for you in your document portal,
What if I need more than just a contract?
We have two options.
1. The Coaching Bundle - You'll get a copy of this Coaching Agreement plus
Is there anything else I should know?
If you have any doubts about editing or using this template you should seek professional legal advice.
