Intake questionnaire
Ten questions in three types: text for the substance, choice for the facts, a scale for the baseline.
Open template →A coaching agreement that does two jobs: protects both of you, and sets expectations so fewer things go wrong. Eight sections, four minutes to read aloud. The {{fields}} are merge fields; in the app they fill in for each client.
This template is not legal advice.
This agreement is between {{coach_business_name}} and {{client_name}} for the {{package_name}} package at {{price}}, from {{start_date}} until {{end_date}}.
Coaching is a partnership. You set the goals and do the work between sessions; I provide structure, questions and accountability. Coaching is not therapy, counselling, medical advice, financial advice or legal advice. If at any point I think a different kind of help would serve you better, I will say so and help you find it.
The {{package_name}} package includes the sessions and the between-session support described on the booking page at the time you purchased it. Sessions are held by video call using the link in your confirmation email. Between sessions you have a client space for goals, habits, actions and messages, and I will look at it before each session.
Sessions are booked from your client space, which shows my current availability.
The fee for the {{package_name}} package is {{price}}, paid by card at the time of booking. Subscriptions renew each month on the date you started and can be ended from your client space before the next renewal. Sessions already paid for remain available until the package ends. Fees are not refunded for sessions missed without notice.
What you share in sessions and in your client space stays between us. I will not share it with anyone else except where the law requires me to, where there is a serious risk of harm to you or someone else, or where you ask me to. If I discuss my work with a supervisor or peer group, I do so without identifying you. Your data is stored in the client space you use, under the privacy policy published there.
You agree to:
Either of us can end the engagement early with two weeks' notice by message. Unused sessions in a multi-session package are available for 30 days after the notice; after that they lapse. A subscription ends at the end of the current month. Your client space stays readable to you after the engagement ends.
Typing your name below means you have read this agreement and agree to it. The date, time and the version of this agreement you signed are recorded with your signature, and you will receive a copy as a PDF.
This template is not legal advice.
Words in double braces are merge fields. In the app they fill in for each client.
Ten questions in three types: text for the substance, choice for the facts, a scale for the baseline.
Open template →One page per session: what to read before, shared notes the client sees, private notes they never do, and a four-line checklist after.
Open template →The goal, the why, one or two metrics, two or three habits, three first actions and the most likely obstacle, on one page.
Open template →Four numbers to find your floor, a table for two or three packages, and a check that the model adds up to the year you want.
Open template →