Client Agreement (alt payor)

Benefits of the Coaching Client Agreement (alt Payor)

• Gets everyone on the same page: set loving boundaries with your clients so they know what to expect. 

• Keeps things focused: clearly define the coaching services and stop “scope creep” before it starts so you get paid fairly for your work. 

• Payments and card authorization: describe your payment plans clearly to prevent misunderstandings and document the permission to charge the payor’s payment method. 

• Confidentiality and IP: giving your client confidence that the topics they cover will stay confidential (even when the person paying the bill asks for the info), and how your clients are allowed to use your materials and methods. 

• No surprises:  setting client expectations for a smooth coaching experience.

Who this template is for: coaches, instructors, and consultants

Use this template for: group coaching programs, individual coaching packages, and similar offers. This template assumes that program fees are being paid by someone other than the client such as an employer or family member.  

What’s included: contract template, quick start instructions, video walkthrough.

BONUS: Bonus: one month free membership in the Happy At Law Network to get access to on-demand training, the Happy At Law Video Vault, and live Ask Angie Q&A sessions, and more.