Coaching & Mentoring Agreement

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Parties & Coaching Program Overview›Coaching Services & Format›Session Policy…

Parties & Coaching Program Overview18 questions

1. What type of business entity is the company entering into this document?

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2. What type of legal person or entity is the coach or coaching business?

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3. In which U.S. state does the coach primarily operate or maintain a principal place of business?

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4. What is the full legal name of the coach or coaching business?

5. Does the coach use a DBA, brand name, or trade name for this coaching program?

6. What is the coach's primary business email address for notices?

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7. What is the client's full legal name? (Leave blank to fill in at signing)

8. What is the client's primary email address? (Leave blank if generating a template)

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9. What is the client's mailing or notice address? (Leave blank if generating a template)

10. Will any clients be minors (under 18) or participate through a parent, guardian, school, or employer sponsor?

11. Is a company, employer, school, or other third party paying for or otherwise sponsoring the coaching?

12. Is client acceptance subject to an application, intake consultation, or coach-approval process?

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13. What best describes your primary coaching specialty? (Select all that apply)

14. Does the coach hold any professional licenses, certifications, or credentials relevant to the coaching services?

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15. Should the agreement clarify that any credentials held do not create a licensed medical, therapy, legal, financial, or fiduciary relationship?

16. What is the name of this coaching program or engagement?

17. Is this a fixed-term program, an ongoing month-to-month engagement, or a single session?

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18. When does the program start?

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Coaching Services & Format8 questions

19. In what format will coaching sessions be delivered?

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20. Which platforms, apps, portals, communities, or messaging tools will be used to deliver the program?

21. How many live sessions are included - per month, per program, or per package?

22. How long is each coaching session?

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23. What specific services and deliverables are included in this program?

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24. What onboarding documents, assessments, questionnaires, or waivers must the client complete before coaching begins?

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25. Do you offer between-session support (messaging, email, voice notes)?

26. Is this agreement for group coaching (multiple clients in the same sessions)?

Session Policy7 questions

27. How are sessions scheduled, confirmed, rescheduled, and delivered?

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28. How much advance notice is required to cancel or reschedule a session without penalty?

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29. How many times may a client reschedule a single session?

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30. What happens to a session canceled with less notice than required?

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31. What is your policy if the client does not show up for a scheduled session?

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32. What happens if the coach must cancel or reschedule a session?

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33. What happens to unused sessions at the end of a program period?

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Payment Terms8 questions

34. How is this coaching program priced?

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35. What is the total program fee (or monthly rate)?

36. What currency and payment method(s) will be accepted?

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37. Who bears applicable taxes, payment processing fees, failed-payment fees, and chargeback costs?

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38. Will late fees or interest apply to overdue payments?

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39. May the coach recover collection costs, attorneys' fees, or court costs for pursuing unpaid fees?

40. What remedies apply if a client misses any scheduled payment or incurs an overdue balance?

41. What specific access is suspended for nonpayment?

Program Cancellation & Refunds5 questions

42. How must a client cancel the engagement, and how much written notice is required?

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43. What is your refund policy?

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44. After cancellation, refund, termination, or payment default, what happens to the client's access to program resources?

45. What consequences apply if a client initiates a chargeback or payment dispute after accessing services or materials?

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46. Under what circumstances may the coach terminate the agreement early?

Scope of Coaching5 questions

47. Do you want the agreement to include the standard coaching-is-not-therapy disclaimer?

48. May the coach require a client to maintain or consult appropriate licensed professional support if coaching issues exceed the scope of coaching?

49. Should the agreement disclaim that coaching does not constitute legal, financial, tax, or investment advice?

50. What services are expressly excluded from this coaching engagement?

51. What responsibilities does the client have during the coaching engagement?

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Results Disclaimer2 questions

52. What level of results disclaimer do you want?

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53. Should the agreement disclaim implied warranties of fitness and merchantability?

Health & Wellness Disclaimer1 question

54. Do you provide health, wellness, nutrition guidance, or fitness advice as part of your coaching?

Confidentiality & Privacy5 questions

55. What client information will the coach keep confidential?

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56. What confidentiality carve-outs and disclosure exceptions should apply?

57. Do you have a privacy policy that governs how client data, communications, portals, recordings, and payments are handled?

58. How long will the coach retain client notes, recordings, messages, intake forms, and personal data after the engagement ends?

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59. Do you want the right to request and use client testimonials or anonymized results for marketing?

Crisis & Emergency Protocol1 question

60. Should the agreement include a crisis and emergency protocol section?

Intellectual Property & Materials3 questions

61. Do you provide clients with proprietary materials (worksheets, frameworks, templates, curriculum, tools)?

62. Who owns work product created jointly during coaching (e.g., business plans, strategy documents, personal development plans)?

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63. May the coach use client-submitted homework, questions, or comments internally or in anonymized teaching materials?

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Recording Policy2 questions

64. Will any sessions be recorded (video or audio)?

65. May clients record sessions for their own personal use?

Dispute Resolution13 questions

66. Which state's law will govern the agreement?

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67. Where must disputes be filed, arbitrated, or mediated (city and state)?

68. How should disputes be resolved?

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69. Should the agreement include a limitation of liability clause?

70. Should the agreement waive consequential, indirect, special, punitive, and lost-profit damages where permitted by law?

71. Should the client indemnify the coach for claims arising from the client's breach, misuse of materials, conduct, or violation of law?

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72. Should the prevailing party in a dispute be entitled to recover attorneys' fees?

73. What methods are permitted for formal notices under the agreement (termination, dispute, cancellation)?

74. May either party assign the agreement, transfer program rights, or sell the coaching business to a successor?

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75. Does the coach maintain professional liability (E&O), cyber liability, general liability, or other insurance?

76. How will the agreement be executed?

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77. Which standard boilerplate provisions should the agreement include?

78. Will this document be signed electronically?optional

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Required - please read and check this box to generate:ArtiEsq provides self-help legal information and document automation. ArtiEsq is not a law firm, does not provide legal advice, and use of this product does not create an attorney-client relationship. You are responsible for reviewing the document and determining whether you should consult a licensed attorney for legal advice about your specific situation.

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