The Health Coaching Agreement
The Health Coaching Agreement
How can you show your potential health coaching clients that you’re the real deal? Start off on the right foot with a professional agreement in place that clearly spells out each sides’ expectations.
For example:
How many tangible results can the client expect to get?
How much of the coaching will be intangible, yet still entirely valuable?
What happens to confidential information?
This template is designed for use by the health coach to present to their client. It’s equal to both parties, and will clarify so many miscommunications before they even have a chance to occur.
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Parties entering into the agreement and purpose of the agreement
Thorough details on the service to be provided
Payment terms including: hourly rate/package price, methods of payment accepted, initial payment, deposit/retainer and expenses
What happens if the client is late on a payment
Disclaimer on that the coaching is not psychological counseling or psychotherapy
Disclaimer on that results are not guaranteed and that the client is responsible for their results
Definition of what the coach does and does not provide and disclaimer that the coach’s advice is not a replacement for that of a doctor/other health professionals
Policies around confidentiality and confidential information
Policies around rescheduling and cancellation
Standard legal clauses, including: Limitation of liability, representations and warranties, dispute resolution, compliance with law, amendments, assumption of risk, waiver, indemnification, merger, and force majeure
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This is an essential template for any health coach who is offering services to clients.
With this agreement, you’ll start your relationship with your coaching clients off on the right foot and have clear set expectations and responsibilities of both parties.
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Instant access to:
An instruction guide on how to edit & use your template
Your legal template in .docx format which may be edited in any word processor or Google Docs
Highlighted sections and instructions in the template on how to properly customize it to your business
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edit and customize
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Pop the completed contract into your CRM or on your site. Then sleep soundly knowing you and your business are legally well taken care of.
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