Coaching Agreement Template for Mind-Body & Wellness

Use in FirstRep document

Client Information

Gather essential details about the client to tailor the coaching experience.

Aa Full Name *

Enter your full name

Aa Email Address *

Enter your email address

Aa Phone Number

Enter your phone number

# Age *

Enter your age

Wellness Goals

Identify the specific wellness goals the client aims to achieve.

v Primary Goal *

vv Secondary Goals

... Current Challenges *

Describe any challenges you're currently facing

Mindfulness Practices

Assess the client's current mindfulness practices.

vv Current Mindfulness Practices

v Experience Level *

Aa Preferred Style of Meditation

Specify your preferred meditation style

Commitment and Expectations

Clarify the client's commitment level and expectations for coaching.

1-10 Commitment Level *

Rate your commitment from 1 to 10

... Expectations from Coaching *

What do you hope to gain from this coaching?

Session Logistics

Detail the logistics of the coaching sessions.

v Preferred Session Frequency *

v Preferred Session Format *

... Best Days/Times for Sessions *

Indicate your availability for sessions

Confidentiality and Privacy

Ensure the client understands confidentiality and privacy in the coaching relationship.

Y/N Agree to Confidentiality *

... Additional Privacy Concerns

Any specific privacy concerns?

Payment and Fees

Outline the payment structure and fees associated with the coaching.

... Coaching Fee Structure *

Explain your pricing structure

v Payment Method *

... Refund Policy *

Describe your refund policy

Why Use This Template

Establish Clear Expectations

Helps both parties understand roles and responsibilities.

Ensure Confidentiality

Guarantees that sensitive information is protected.

How to Use

Download the template and fill it out with relevant client information.

Review the agreement with the client to ensure clarity.

Customization Tips

Add specific mindfulness techniques that resonate with your style.
Include your personal coaching philosophy to build rapport.
Adjust the session logistics to fit your availability.
Incorporate client testimonials to enhance credibility.
Tailor the payment structure to meet client needs.

Build and send mind-body & wellness templates digitally with FirstRep. Free for up to 3 clients.

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Frequently Asked Questions

What is the purpose of this coaching agreement?

The agreement establishes the terms and expectations for the coaching relationship, ensuring clarity and mutual understanding.

Can I customize this template?

Yes, feel free to adjust any section to better fit your coaching style and client needs.