UNLOCK YOU COACHING POTENTIAL WITH OUR TEMPLATES FOR COACHES

As a coach, you are focused on supporting the growth of others, so it can be easy to put yourself and your business growth last on the to-do list. 

Planning for success from the early stages of your coaching business means having legal documents for all aspects of your business empire (even if to start with, it is just you, in your spare room wearing many business hats!) 

Essential Legal Kit for Coaches

Ready to kickstart your coaching business? Our Essential Legal Kit for Coaches has everything you need to get started on the right foot. This kit includes three must-have templates:

• Coaching Services Agreement: Set clear expectations and protect your coaching practice with a solid agreement.
• Website Terms and Conditions: Define how visitors can interact with your site and protect your content.
• Privacy Policy: Ensure transparency about how you handle personal information and comply with legal standards.
  

These templates are designed to cover the legal bases, so you can focus on what you do best—coaching your clients to success. Customise each document to fit your unique business needs, and enjoy the peace of mind that comes with knowing you're legally protected.

IMPT: Whilst we have created the Services Agreement Template with coaches in mind, it may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

SIMPLIFY CLIENT INTERACTIONS WITH OUR COACHING SERVICES AGREEMENT TEMPLATE

Navigating client expectations and boundaries can be tricky, but it doesn’t have to be. Our Coaching Services Agreement Template is designed to make the process seamless by setting clear, understandable terms right from the start.

Here’s what’s inside:

• Session Schedules: Clearly outline the timing and frequency of your coaching sessions.
• Payment Details: Specify payment terms, methods, and schedules to avoid any confusion.
• Responsibilities and Expectations: Define what’s expected from both you and your clients to ensure smooth collaboration.
• Cancellation Policies: Set clear guidelines on how cancellations and rescheduling are handled to protect your time and income.
• Confidentiality: Ensure client information is protected, building trust and professionalism.
  

This template covers everything from session schedules to payment details, ensuring both you and your clients are on the same page from day one. This kind of clarity not only builds trust with your clients but also boosts your professional credibility.

By using our Coaching Services Agreement Template, you’ll manage your coaching engagements more efficiently and effectively, freeing up more time to focus on what you do best—coaching. Say goodbye to misunderstandings and hello to smoother, more productive client relationships.

IMPT: Whilst this template was created with coaches in mind, it may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

STRENGTHEN YOUR ONLINE PRESENCE WITH OUR WEBSITE TERMS AND CONDITIONS

Ensuring your website operates within the legal boundaries is important, but it doesn’t have to be complicated. Our Website Terms & Conditions template is specifically designed for service providers who need to secure their online operations efficiently.

This template clarifies the rules and expectations for your website’s users, protecting both you and your visitors.

Implementing these terms is straightforward: just customise with your specific details, integrate them into your website, and you're ready to engage with your audience confidently and safely. Who benefits the most? If you're managing a service-oriented website, these Terms & Conditions are essential.

Ideal for creatives, consultants, coaches, or any professional who interacts with clients online, this document ensures that every interaction on your website is governed by clear, fair rules.

It's not just about compliance; it's about creating a trustworthy environment where your business can thrive.

Ready to protect your online interactions? Our Website Terms & Conditions make it simple to establish a secure, professional online presence.

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

GUARD CLIENT DATA WITHOUT PRIVACY POLICY TEMPLATE

Understanding and respecting privacy rights is critical in today's digital landscape. Our Privacy Policy template is designed to clearly outline how you collect, use, and store personal information. This template helps you articulate these processes to your clients and website visitors, eliminating any ambiguity and building trust by ensuring transparency.

This policy not only helps put your customers at ease by detailing their data rights but also safeguards your business by aligning it with privacy standards. Tailor it to match your specific practices, and you can confidently manage personal data with integrity.

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Flexible Solutions with Our Independent Contractor Agreement Template

Streamline your business expansion with our Independent Contractor Agreement template, designed specifically for burgeoning businesses that need expert assistance without the overhead of full-time employees. This template provides a robust legal framework for engaging independent contractors who can offer a diverse range of specialised skills to propel your business forward.

The template includes a clear Statement of Work to ensure that both you and the contractor have a mutual understanding of the tasks and expectations involved. It’s perfect for delineating responsibilities and maintaining professional boundaries in your working relationships, particularly for those contractors working on internal tasks and projects that are crucial for your business but don’t involve direct interaction with your clients.

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Casual Employment Agreement Template

Whilst you will often feel like YOU are YOUR business, bringing on board some support can offer you some much needed R&R but you want to make sure they are acting in the best interests of your business and that you are compliant with the correct laws.  

Our Casual Employment Agreement Template offers specific terms for hiring temporary, project-based or ‘as needed’ team members.    

This template sets out    

• Employment status and type;  
• Job title and description;  
• Remuneration and pay frequency;  
• Hours of work;  
• Leave entitlements (suitable for the type of agreement including annual leave, carer's leave, compassionate leave, family and domestic violence leave, community service leave);  
• Intellectual property ownership and confidentiality;  
• Termination of employment (notice periods and grounds for termination)  
• Non compete provisions   
• Dispute resolution and grievance procedure;  
• Confidentiality and non-compete provisions; and   
• Obligations of the employee (including workplace health and safety, non discrimination, and code of conduct).  

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Subcontractor Agreement Template

If you are not ready to take on an employee, but when your coaching demands exceed your current capacity, you may want to bring on a Subcontractor.   Our Subcontractor Agreements are designed for you to engage with individuals or entities to perform work for your clients directly or indirectly – but you will be the one who has a contract with your client.    

This document ensures that your subcontracted talent adheres to your coaching standards and timelines, seamlessly integrating their contributions into your programs. Secure and professional, it allows you to confidently outsource aspects of your coaching work without sacrificing quality or legal security. 

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Intern Agreement Template

Our Intern Agreement Template is designed to establish a clear and beneficial learning environment for interns. By blending practical hands-on training with structured professional development, this template ensures that both your business and the interns derive maximum value from the experience.

This agreement outlines the responsibilities, expectations, and educational goals that frame a productive internship. It's ideal for fostering the next generation of professionals in your field, providing them with the skills and knowledge they need while contributing to your business's dynamic needs.

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

CONFIDENTIALITY AGREEMENT (NDA)

In a world where collaboration fuels innovation, protecting your ideas is crucial. Our Confidentiality Agreement, commonly known as an NDA (Non-Disclosure Agreement), ensures that your proprietary information remains secure while you engage with others. This template is designed to create a mutual understanding that sensitive information shared during discussions will not be disclosed, ensuring that your ideas stay protected unless explicitly agreed otherwise.

Who is this for?

Ideal for professionals across all industries who need to share confidential information with partners, contractors, or during negotiations. Whether you're in tech, creative fields, consulting, or any sector where protecting intellectual property is vital, this template helps you maintain control over your most valuable assets.

Secure your collaborative efforts with confidence by implementing our NDA today. Just customise to your specific needs and requirements.

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

EMPLOYEE HANDBOOK

Clear, well-documented policies are essential for maintaining a harmonious and efficient workplace. Our Employee Handbook is crafted to help you establish and communicate your expectations to employees, covering everything from daily operations to handling complex scenarios. This comprehensive guide includes guidelines on preserving confidentiality, managing customer interactions, addressing workplace conflicts, and more, ensuring that everyone is on the same page.

This handbook serves not only as a reference for your team but also as a tool to provide peace of mind by clarifying roles, responsibilities, and procedures. It's designed to keep your projects running smoothly and to foster a positive work environment where issues are handled proactively.

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Employment Agreement (Full time and part time)

This template sets out clear provisions for both employee and employer when it comes to expectations for their role including:  

Employment status and type; 

• Job title and description; 
• Remuneration and pay frequency; 
• Hours of work; 
• Probation periods  
• Leave entitlements (suitable for the type of agreement including annual leave, carer's leave, compassionate leave, family and domestic violence leave, community service leave); 
• Intellectual property ownership and confidentiality; 
• Termination of employment (notice periods and grounds for termination) 
• Non compete provisions  
• Dispute resolution and grievance procedure; 
• Confidentiality and non-compete provisions; and  
• Obligations of the employee (including workplace health and safety, non discrimination, and code of conduct). 

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

MASTERMIND TERMS AND CONDITIONS

Maximise the success and security of your mastermind or retreat events with our versatile Mastermind (Retreat) Terms and Conditions Template. Perfect for both virtual and in-person gatherings, this template serves as your legal cornerstone, ensuring clarity, compliance, and protection for your business and participants.

Our Mastermind (Retreat) Terms and Conditions Template is a must-have for coaches, course creators or event organisers running masterminds or retreats. It covers all the key aspects, including:

• Participant Access and Obligations: Clearly outline what’s expected from participants, ensuring smooth and organised events.
• Intellectual Property Rights: Protect your content and ideas, making sure your intellectual property is secure.
• Liability: Define the limits of responsibility to safeguard your business from potential legal issues.
  

This template provides a clear legal structure, ensuring that both organisers and participants understand their rights and duties.

With these terms and conditions in place, you can focus on delivering transformative experiences, confident that your event is backed by a solid legal foundation.

Simplify the legal complexities and ensure the success of your masterminds or retreats with our Mastermind (Retreat) Terms and Conditions Template.

IMPT: Whilst this template has been created for masterminds and retreats, it may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Speaker Agreement

Are you an event organiser or a speaker looking to streamline your speaking engagements? Simplify the process and safeguard your interests with our Speaker Agreement Template. This template enhances collaboration between event hosts and speakers, ensuring that everyone is on the same page and ready to deliver impactful presentations.

Our Speaker Agreement Template is a crafted legal document designed for both speakers and event organisers. Whether your engagement is online, in-person, a masterclass, or a workshop, this template provides a strong foundation for your agreements, bringing clarity and professionalism to every interaction.

Here’s what’s inside:

• Clear Terms and Conditions: Define the scope of the engagement, including dates, times, and content expectations.
• Compensation Details: Outline payment terms to ensure transparency and fairness.
• Logistics and Requirements: Set out the logistical needs, from travel arrangements to technical requirements.
• Intellectual Property Rights: Protect your content and ensure proper usage by event hosts.

By using this template, you simplify the negotiation process, minimise disputes, and establish trust with event hosts and speakers through industry-specific contracts. Just customise to suit your specific needs and requirements.

Focus on delivering your message and creating memorable experiences while knowing that your engagements are backed by a legal framework.

Ready to streamline your contracts and focus on delivering impactful presentations? Our Speaker Agreement Template is your go-to solution.

IMPT: Whilst this template has been created with speakers in mind, it may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Sponsorship Agreement

Ready to elevate your events, projects, or brand visibility? Our Sponsorship Agreement Template is designed to help you secure lucrative sponsorships while ensuring you stay legally legit.

Here’s what’s inside:

• Clear Obligations: Define each party’s responsibilities to ensure smooth collaboration and mutual understanding.
• Deliverables: Specify what you’ll provide to your sponsors, from event exposure to digital promotions.
• Financial Arrangements: Outline payment terms and schedules, removing any ambiguity and fostering trust.

This template is all about creating transparent, professional agreements that build trust and support mutual growth.

By using our Sponsorship Agreement, you can confidently unlock new opportunities and take your brand to the next level. Just customise to your specific needs and requirements.

Whether you’re hosting an event, launching a project, or looking to increase brand visibility, this template provides the structure you need to secure sponsorships and build lasting relationships. Elevate your efforts with clarity and confidence.

IMPT: Whilst this template has been crafted with sponsorships in mind, it is a template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Licence Agreement

If you’re ready to license your courses or content, our Licence Agreement Template lays out clear, straightforward terms for use and distribution. Protect yourself from misuse or unauthorised distribution with a contract that covers all bases—from payment terms to explicit rights and obligations.  

Key Features:  

Clear Usage Rights: Define exactly how your content can be used to prevent any potential misuse.  

Detailed Payment and Termination Terms: Establish financial terms and conditions up front to avoid surprises.  

Use this template to ensure both parties uphold their end of the agreement with full transparency and mutual respect. 

IMPT: This is a general template and may not encompass all unique aspects or specific needs of your particular situation, so ensure to review and customise to suit your specific needs and requirements.

Legal Coaching Template Contracts, Business Checklists & More 

 In need of legal contracts for your coaching work? Explore your options in three simple ways: 

Take our Quiz: Find the contracts and templates that best match your coaching practice. 

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