Every coach (i.e., life, personal and/or business coach) needs their own set of customized coaching/client agreement forms, assessment forms, intake forms, feedback forms, call record forms/logs, and many others to help run a PROFESSIONAL and successful coaching business. Without the use of these forms, your coaching business is like a kite in the wind with clients and information and progress blowing all around and without any structure, organization or efficiency in client format. These forms come straight out of my book, Rich Coach Broke Coach, ready for you to customize with your company name, contact information, etc. Just purchase, download, and customize.
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COACHING FORMS BUNDLE
All of the following coaching client forms, worksheets and agreements are contained within this COMPLETE COACHING & AGREEMENT FORMS BUNDLE. Each form is in its own Microsoft Word document, along with one Excel spreadsheet file. All our downloadable after purchase. Peruse the following list of coaching forms. It’s very complete and the perfect set of forms to launch any coaching business successfully.
HERE’S WHAT YOU GET
“Welcome To Coaching With Me!” (Letter)
Here’s your way of saying “welcome to coaching with me”, and how you look forward to working with them to achieve their goals. This letter also states what’s inside their welcome packet, which you might customize for your own clients, along with instructions on how to prepare new clients for your first session together.
Just imagine what your client will think (about you and working with you) when they get a professional letter like this. You can either mail it or send it as an attachment (in PDF) or both (eMail+mail).
FORM #2 / ESSENTIAL DOCUMENT
Coaching Terms & Agreement
The COACHING TERMS & AGREEMENT form is one of the most important forms you could ever use with a coaching client. This form outlines your role and responsibility as their coach, as well as the obligation your client has to you.
This is the perfect form for you to gather all your clients information, payment terms and information, outline terms of your coaching agreement, refund policies, call-in procedures, cancellation policy, termination policy, confidentiality clause, client responsibility, and a limited liability statement on your behalf.
All that in this powerful, well-written coaching agreement form. Your client simply fills it in, signs it and sends it to your prior to coaching with you. Simple. Done. Collect their payment and start coaching them.
Client Intake Form
This is the form you give your clients upon their first coaching session with you. They are to take a moment to fill in this form, which helps you better get to know them, where they’re at and some background information that might help with developing a quick foundation for going forward.
When finished, the client can either fax, scan/email, mail or personally deliver this completed form to you. Once you receive and review it, you can commence with coaching them.
Client Self-Assessment Form
The CLIENT SELF-ASSESSMENT FORM is a rich 49-QUESTION, 5-PAGE form document that goes deep into helping you learn more about your client before you ever start your first session. This form alone is the key to unlocking what’s going on inside your client so you can kick-off your first coaching session with a bang!
In so many ways, using a form like this is so much more effective when it comes to asking certain kinds of questions. For example, when you ask certain questions on paper, rather than verbally, the client has more time to think about their answer. Hence, the information you get in return is much more thought out, personal and detailed. This form also draws the client closer into a coaching relationship with you. “Wow, I’m really telling my coach a lot about me. I look forward to working with them after I spill my mind, heart and soul out to him/her.”
Once you receive this form, take a few days to study it. Formulate your own questions to ask. Such as, “You said xyz to question #14, can you tell me more about that?” INSTANT DIALOGUE is what you’ll have when you get this form back. Get this form. Your client and coaching business will thank you for it.
Client Coaching Gift Certificates
These certificates entitle a friend, family member or associate to one FREE (ENTER NICHE) 45-MINUTE coaching session with YOUR COMPANY NAME! Just open this document up in word, customize it with your company name, phone number, website, etc.
Then, have them printed on elegant looking stationery and hand them out at your next networking or other event. When you do, watch your phone start ringing! “I got one of your free certificates for a coaching session. I’m excited to see how you can help me!”
Free Coaching Session Agreement
This 2-page coaching terms and agreement form is used exclusively for those FREE starter session coaching clients. It is used to collect client contact information, session information, projected package and pricing, start/finish times, number of free sessions, duration of free sessions, payment fee (optional), call-in procedures, free coaching confidentiality clause, the difference between free and paid coaching (so the client knows), and more. This Free Coaching Session Agreement is used to help your client get a feel for how you operate, coach and if working with you can be of assistance to helping them meet their goals. It also helps those free session clients take your time seriously. “Here, please fill in this form before we get started.” Using a form like this transitions clients nicely into paid coaching sessions where there are other forms for them to fill out also. Once your client fills in this form, you can begin coaching them.
Coaching Session Prep Form
This 9-question coaching session preparation form is designed for the client to help prepare themselves for your (next) coaching session and to get the most out of your time coaching with them. This form asks clients to set aside time a few days before their next session to complete this form. What would they like to focus on? What have they done/accomplished since your last session with them? What would they like to talk you (the coach) during your next coaching session. These are to be used before each coaching session.
Coaching Session Summary Forms (Coach & Client)
This is a 2-form bundle, one for the coach and one for the client. These forms are used to help both of you summarize what you gained from each call. CLIENTS can use this form to make notes of what they got out of a specific coaching session. They can print new blank forms for each coaching session, and keep them in a folder after they fill them out. Even though clients might type out (more in depth) notes into their computer, it’s a good idea (during the coaching session) to jot down talking points, ideas, tidbits or memory joggers on paper IN THE MOMENT when they come to you. THEN, transfer them to the computer afterwards. The client can also send you their filled in form after each session if you request it.
COACHES can use this form to make notes of what you took away from a specific coaching session with a client, as the coach. Print a new blank form for each coaching session, and keep them in the client’s folder. Even though you might transfer (more in depth) notes to a computer, it’s a good idea to jot down talking points, ideas, tidbits or memory joggers on paper IN THE MOMENT when they come to you. THEN, transfer them to the computer.
Client Call Record (For The Coach)
The CLIENT CALL RECORD FORM is a 6-part/question form for a coach to make notes about what your coaching calls were like per client. It asks about follow-up topics from previous coaching calls, client’s desired outcomes, session notes, and more. Print a new form per client coaching session, and fill it in. Of course you can transfer these same notes to the computer too. When done, file this form inside the client’s personal folder, which you should be keeping for each client you work with.
The Wheel Of Life Form
This is a TEN SECTION WHEEL OF LIFE that represents balance and harmony in all areas of one’s life, which you would send this to a client. The CENTER of the wheel is assigned 0 points, with the outer far edge 10 points. Rank your level of satisfaction, happiness and/or fulfillment in each area by drawing a straight or curved line to create a new outer edge.
The new perimeter of the circle will give you a visual idea of what areas you might want to focus on with your coach. Narrow down 1-3 areas you can work on to achieve greater satisfaction, happiness and/or fulfillment in your life in those areas. Print one for each new client who coaches with you. Print new ones for them to fill in during different stages of coaching with you so you (and they) can guage how their life is improving as they coach with you.
Goals & Action Questions
WHAT ARE your clients goals? Sure, you could ask them, and they might tell you. It’s better if you have a form that forces them to write them down. This form is designed to move your clients from dreaming about their goals, to writing them down, and then equipping them with the ways and means to achieve them. Period! The GOALS & ACTION “TO-DO” LIST is a 2-page, 7-question form designed to help your clients reach their goals.
Coaching Period Summary Forms
The Coaching Period Summary Forms bundle includes a 2-page form for the client and one for the coach. Each form set asks 17 questions, which the coach and client must answer on their own session summary form respectively. What did the client gain from coaching with you all this time? Have them write it all down on this form and send it to you so you can learn how you did. This also reinforces the value the client got coaching with you. If they weren’t asked to write it out, their experience (and lessons learned) might be forgotten. Because you ask them to write it all down, they can say, “Wow, I did get a lot out of coaching with (YOU).” You too, as a coach, should fill in your own coaching form to gain insight as to how you did with each client. Both sets of forms, once filled in and in your possession will be helpful to you in learning from your mistakes and your successes for future client sessions and grow as a coach.
Client Feedback/Testimonial Form
How did you do, as a coach, with your client(s)? Any successes? Let’s get those testimonials and feedback from your clients for your use, either internally or publicly on your website. A form like this is a great legal step in asking your clients to say a few wonderful things about you for others to see (in the form of a testimonial), but also gives you feedback (for internal reflection) as to how you did (or didn’t do) as their coach. All of which, can be very helpful to you growing as a coach, yourself.
Coaching/Speaking Hour Log (Excel)
This Excel spreadsheet contains 3 very informative worksheets that can be used to track your hours coaching (both free and paid), hours training and hours learning. If you ever want to get certified by a particular organization that certifies coaches, they will ask you how many hours you have coached others. Well, don’t guess, be precise. As you coach others, document that time in this Excel spreadsheet which can calculate the number of hours (coaches free and paid sessions) to the decimal. Over the years, you can literally see exactly how many hours you have coached. You’ll be amazed at how the number can grow! If you don’t track your hours, years later, what number will you guess that you’ve coached? Don’t guess, know exactly. Get this Excel spreadsheet I created for you.
PREVIEW THE FORMS
Take a quick glance at my coaching forms to see what they look like before you buy them …
“I think we can all relate to where we reach that point in developing our coaching business when we need contracts, forms and agreements to work with our clients. Well, knowing how much work and expertise is involved creating contracts from scratch, I knew I’d be better off going online and finding a resource to save me that time/energy. Who popped up in my search results over and over? Bart Smith and his Coaching Client Forms bundle. I looked things over and for the price, wow, I couldn’t say now. In the time I ordered my forms, downloaded them and started to customize them … I had more fund doing all that than I would have if I had to create them from the beginning. I wouldn’t even know where to start. Bart makes it so easy. He’s taken all the guess work out of what forms to have, use and because he’s provided so much, you can easily scale back and use only the forms you need. Great work and thank you, Bart.” — Angela Hook, ForeverEvolving.org, Lansing, MI
“I really want to thank Bart for creating these forms. They gave me so many ideas on how to better structure and organize my business when it comes to how I work with my clients. Customizing them was easy since they’re in Microsoft Word. Just download, customize and print. Easy. Thanks, Bart!” — Alicia C., Real Estate Trainer & Investor, Dallas, TX
“Talk about time-saving, Bart’s coaching client forms are exactly what I needed to add that extra touch of organization and professionalism to my current coaching business. I looked online and found Bart’s forms to be the most detailed and extremely affordable. For the amount of time, work and know-how Bart must have put into creating these forms (line-by-line, word-by-word), compared to the time I saved drafting them from scratch myself? Wow, thank you, Bart. Fine work and I appreciate what you’ve done for me and my coaching business greatly.” — Angela H., LeadershipElevateHer.com, Waxhaw, NC
“My business partner and I knew we needed coaching forms and agreements when we started our coaching business. The problem was, who was going to write them, would we cover everything, and did we even want to spend the time doing it? Drafting contracts and agreements can be a very daunting task for anyone who isn’t familiar with drafting contracts. So, we went looking online and that’s when we found Bart’s coaching forms. We couldn’t find anyone who had as many contracts for sale and with such detail as Bart did. We’re so glad we bought them. Customizing them was a cinch, and actually a lot of fun.” — Ann B., Decatur, GA