Coaching Agreement Template for Health & Wellness Coaching

Use in FirstRep document

Client Information

Collecting client details helps tailor the coaching experience to individual needs.

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

v Preferred Contact Method *

Health Background

Understanding the client's health history helps in creating a relevant coaching plan.

Y/N Do you have any chronic conditions? *

... List any medications you're currently taking

List medications

... What are your main health goals? *

Describe your health goals

Lifestyle Assessment

Assessing lifestyle habits is crucial for effective coaching.

# How many hours do you sleep per night? *

Enter hours of sleep

1-10 How would you rate your current stress levels? *

Rate your stress level

vv What types of physical activity do you engage in?

v How often do you consume processed foods? *

Coaching Goals

Defining clear goals ensures accountability and measurable outcomes.

... What specific outcomes do you want to achieve? *

Describe your desired outcomes

Aa What timeframe do you have in mind for these goals? *

Enter a timeframe

Session Details

Clarifying session logistics helps establish expectations.

v Preferred session frequency *

v Preferred session length *

Accountability Measures

Setting accountability measures supports adherence to lifestyle changes.

v How would you like to track your progress? *

... What motivates you to stay accountable? *

Describe your motivation

Why Use This Template

Clarity in Coaching

This agreement sets clear expectations and boundaries for both parties.

Personalized Approach

Tailoring the agreement to individual needs increases engagement and effectiveness.

How to Use

Download the template and fill in your details and goals.

Review the agreement with your coach for mutual understanding.

Customization Tips

Incorporate personal anecdotes to make the agreement more relatable.
Adjust the language to match your coaching style for better connection.
Add specific metrics that you plan to track for accountability.

Build and send health & wellness coaching templates digitally with FirstRep. Free for up to 3 clients.

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Frequently Asked Questions

What if I have specific health concerns?

Discuss these with your coach to ensure the plan is tailored to your needs.

Can I modify the agreement later?

Yes, the agreement can be adjusted as your goals and needs evolve.