About this template
A professional coaching agreement is the foundation of a successful client-coach relationship. It sets clear expectations, defines the scope of service, and protects both parties by outlining terms, payment policies, and cancellation procedures. This Doc2Form template simplifies the onboarding process, allowing you to move from prospective client to active engagement without the friction of paper contracts.
Designed for life coaches, career mentors, and wellness professionals, this form collects essential contact details, service selection, and formal acknowledgment of your terms. By using a digital format, you ensure that every client has a clear, readable copy of your agreement, and you maintain a centralized, organized record of all signed contracts in your Google Drive. It is an essential tool for scaling your practice while maintaining professional standards.
Key features
- Standardize your client onboarding process.
- Clearly outline coaching terms and expectations.
- Capture electronic acknowledgment of your policies.
- Seamlessly store responses in Google Sheets.
- Fully customizable to reflect your specific coaching niche.
Use cases
- New client onboarding for life and career coaching.
- Formalizing terms for fitness and wellness programs.
- Setting expectations for group coaching cohorts.
- Documenting service agreements for educational workshops.
What this form collects
- Client Full Name (Short answer)Please enter your full legal name.
- Client Email Address (Short answer)We will use this email for all official correspondence and session links.
- Coaching Package Selection (Dropdown)Please select the coaching program you are enrolling in.
- Agreement Terms & Conditions (Multiple choice)By checking this box, you acknowledge that you have read, understood, and agree to the coaching terms, payment policies, and cancellation procedures provided.
- Electronic Signature (Short answer)Please type your full name here to serve as your electronic signature for this agreement.
- Date of Signing (Date)Select the current date.
FAQ
Is this agreement legally binding?
While this template provides a professional structure for your agreement, we recommend having your specific terms reviewed by a legal professional to ensure they meet local requirements.
Can I add my own terms and conditions?
Yes, you can easily edit the text within the Google Form to include your specific cancellation policy, payment terms, and coaching methodology.
How do I store the signed agreements?
Doc2Form templates connect directly to Google Sheets, where every submission is timestamped and saved automatically for your records.
Can I use this for multiple coaching packages?
Absolutely. You can use the dropdown menu in the form to list your various coaching packages, allowing clients to select the one they are agreeing to.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.