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The Coach will specify the goals to be carried out and create a plan in Annexure A to maximize the Client's skills. TERM This Agreement shall enter into force on the date of the last signature by the Parties. It shall remain in force until [DATE]. This Agreement may be renewed only by the written consent of both Parties. RESPONSIBILITIES AND DUTIES OF THE COACH TOWARDS THE CLIENT The Coach shall plan the activities to train the Client. The Coach shall provide proper instructions to the Client and supervise the activities. The Coach shall provide a safe environment, remove all hazards, and prevent improper or unsupervised use of facilities. PAYMENT FOR SERVICES The Client will pay the Coach an amount of [AMOUNT] for the performance of the Services. The Coach will invoice the Client on the final business day of the first full month. CONFIDENTIALITY All terms and conditions of this Agreement and any materials provided during the term of the Agreement must be kept confidential by the Client, unless disclosure is required pursuant to process of law. Disclosing or using this information for any purpose beyond the scope of this Agreement, or beyond the exceptions set forth above, is expressly forbidden without the prior consent of the Coach. INTELLECTUAL PROPERTY The Client agrees that any intellectual property provided to him/her by the Coach will remain the sole property of the Coach, including, but not limited to, copyrights, patents, trade secret rights, and other intellectual property rights associated with any ideas, concepts, techniques, inventions, processes, works of authorship, confidential information or trade secrets. LANGUAGE OF THE CONTRACT The language of the Agreement shall be the English Language, which shall be the binding and controlling language for all matters relating to the meaning or interpretation of the Agreement. SEVERABILITY If any term, covenant, condition or provision of this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, it is the Parties' intent that such provision be reduced in scope by the court only to the extent deemed necessary by that court to render the provision reasonable and enforceable, and the remainder of the provisions of this Agreement shall in no way be affected, impaired or invalidated as a result. MODIFICATIONS Except where provision for modification is made elsewhere in this Agreement, all articles of this Agreement may be modified through amendments to the Agreement. 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In consideration of the foregoing and of the mutual promises set forth herein, and intending to be legally bound, the parties hereto agree as follows: RECITALS Consultant has expertise in the area of the Company's business and is willing to provide consulting services to the Company. The Company is willing to engage Consultant as an independent contractor, and not as an employee, on the terms and conditions set forth herein. The Company desires to obtain the services of Consultant by means of services provided by Consultant's employees dispatched by Consultant to provide services to Company hereunder (\"Agents\"), on its own behalf and on behalf of all existing and future Affiliated Companies (defined as any corporation or other business entity or entities that directly or indirectly controls, is controlled by, or is under common control with the Company), and Consultant desires to provide consulting services to the Company upon the following terms and conditions. The Company has spent significant time, effort, and money to develop certain Proprietary Information (as defined below), which the Company considers vital to its business and goodwill. The Proprietary Information will necessarily be communicated to or acquired by Consultant and its Agents in the course of providing consulting services to the Company, and the Company desires to obtain the services of Consultant, only if, in doing so, it can protect its Proprietary Information and goodwill. SERVICES Consultant agrees to perform for Company the services listed in the Scope of Services section in Exhibit A, attached hereto and executed by both Company and Consultant. Such services are hereinafter referred to as \"Services.\" Company agrees that consultant shall have ready access to Company's staff and resources as necessary to perform the Consultant's services provided for by this contract. CONSULTING PERIOD Basic Term The Company hereby retains the Consultant and Consultant agrees to render to the Company those services described in Exhibit A for the period (the \"Consulting Period\") commencing on the date of this Agreement and ending upon the earlier of (i) [APPLICABLE DATE], (the \"Term Date\"), and (ii) the date the Consulting Period is terminated in accordance with Section 7. The Company shall pay the Consultant the compensation to which it is entitled under Section 5 through the end of the Consulting Period, and, thereafter, the Company's obligations hereunder shall end. Renewal Subject to Section 7, the Consulting Period will be automatically renewed for an additional [AGREED UPON NUMBER OF MONTHS] month period (without any action by either party) on the Term Date and on each anniversary thereof, unless one party gives to the other written notice [NUMBER] days in advance of the beginning of any [AGREED UPON NUMBER OF MONTHS] month renewal period that the Consulting Period is to be terminated, provided, that in no event shall the Consulting Period extend beyond [DEADLINE DATE]. Either party's right to terminate the Consulting Period, instead of renewing the Agreement, shall be with or without cause. DUTIES AND RESPONSIBILITIES Consultant hereby agrees to provide and perform for the Company those services set forth on Exhibit A attached hereto. Consultant shall devote its best efforts to the performance of the services and to such other services as may be reasonably requested by the Company and hereby agrees to devote, unless otherwise requested in writing by the Company, (a minimum of at least [AGREED UPON NUMBER OF HOURS] hours of service per week/or assign [AGREED UPON NUMBER OF INDIVIDUALS] individuals to provide services to the Company). Consultant shall use its best efforts to furnish competent Agents possessing a sufficient working knowledge of the Company's research, development and products to fulfill Consultant's obligations hereunder. Any Agent of Consultant who, in the sole opinion of the Company, is unable to adequately perform any services hereunder shall be replaced by Consultant within [AGREED UPON NUMBER OF DAYS] days after receipt of notice from the Company of its desire to have such Agent replaced. Consultant shall use its best efforts to comply with, and to ensure that each of its Agents comply with, all policies and practices regarding the use of facilities at which services are to be perform hereunder. Consultant agrees and shall cause each of its Agents to agree to the Acknowledgement and Inventions Assignment attached hereto as Exhibit B, and Consultant shall deliver a signed original of such Acknowledgement and Inventions Assignment to Company prior to such Agent's commencement of the provision of services for the Company. Consultant shall obtain for the benefit of the Company, as an intended third-party beneficiary thereof, prior to the performance of any services hereunder by any of the Agents, the written agreement of Agent to be bound by terms no less restrictive than the terms of Sections 2, 5, 6, and 7 of this Agreement. Personnel supplied by Consultant to provide services to Company under this Agreement will be deemed Consultant's employees or agents and will not for any purpose be considered employees or agents of Company. Consultant assumes full responsibility for the actions of such personnel while performing services pursuant to this Agreement, and shall be solely responsible for their supervision, daily direction and control, provision of employment benefits (if any) and payment of salary (including all required withholding of taxes). COMPENSATION, BENEFITS AND EXPENSES Compensation In consideration of the services to be rendered hereunder, including, without limitation, services to any Affiliated Company, Consultant shall be paid [AMOUNT], payable at the time and pursuant to the procedures regularly established, and as they may be amended, by the Company during the course of this Agreement. Benefits Other than the compensation specified in this 5.1, neither Consultant nor its Agents shall be entitled to any direct or indirect compensation for services performed hereunder. Expenses The Company shall reimburse Consultant for reasonable travel and other business expenses incurred by its Agents in the performance of the duties hereunder in accordance with the Company's general policies, as they may be amended from time to time during the course of this Agreement. INVOICING Company shall pay the amounts agreed to herein upon receipt of invoices which shall be sent by Consultant, and Company shall pay the amount of such invoices to Consultant. TERMINATION OF CONSULTING RELATIONSHIP By the Company or the Consultant At any time, either the Company or the Consultant may terminate, without liability, the Consulting Period for any reason, with or without cause, by giving [AGREED UPON NUMBER OF DAYS] days advance written notice to the other party. If the Consultant terminates its consulting relationship with the Company pursuant to Sections 2, 3 and 4, the Company shall have the option, in its complete discretion, to terminate Consultant immediately without the running of any notice period","Consulting Agreement Long","12","https://templates.business-in-a-box.com/imgs/1000px/consulting-agreement---long-D12543.png","https://templates.business-in-a-box.com/imgs/250px/12543.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12543.xml",{"title":91,"description":6},"consulting agreement long",[93,95],{"label":18,"url":94},"business-legal-agreements",{"label":96,"url":97},"Consulting Agreements","consulting-agreement","consulting agreement   long","/template/consulting-agreement---long-D12543",{"description":101,"descriptionCustom":6,"label":102,"pages":103,"size":104,"extension":10,"preview":105,"thumb":106,"svgFrame":107,"seoMetadata":108,"parents":109,"keywords":113,"url":114},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. ","Independent Contractor Agreement","6",62,"https://templates.business-in-a-box.com/imgs/1000px/independent-contractor-agreement-D160.png","https://templates.business-in-a-box.com/imgs/250px/160.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#160.xml",{"title":6,"description":6},[110],{"label":111,"url":112},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",{"description":116,"descriptionCustom":6,"label":117,"pages":118,"size":9,"extension":10,"preview":119,"thumb":120,"svgFrame":121,"seoMetadata":122,"parents":124,"keywords":123,"url":129},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. 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WHEREAS A. Contractor has experience and expertise in [DESCRIBE EXPERIENCE AND SERVICE]. B. Customer desires to have Contractor provide services for them. C. Contractor desires to provide services to Customer on the terms and conditions set forth herein (the \"Services\"). NOW THEREFORE, in consideration of the above recitals, the representations, warranties, and agreements contained in this Agreement and for other good and valuable consideration, the receipt and adequacy of which are now acknowledged, the Parties agree as follows: SERVICES PROVIDED Beginning on upon agreement to this contract, [CONTRACTOR] will provide to [CUSTOMER] the following service (collectively, the /Services\"): Description of the project: [DESCRIBE THE SERVICE REQUIRED]. SCOPE OF WORK Contractor agrees to provide Services pursuant to the Scope of Work set forth in Exhibit A attached hereto (the \"Scope of Work\"). TERM Unless both parties mutually agree on an extension, this contract will automatically terminate on [SPECIFY]. PERFORMANCE The parties agree to do everything possible to ensure that the terms of this Agreement take effect. PAYMENT FOR SERVICES In exchange for the Services rendered, a payment of [SPECIFY] will be made to the Contractor upon completion of the scheduled Services described in this Contract. If an invoice is not paid on the due date, interest will be added to the current balance. These amounts shall be payable, and the Customer shall pay all overdue amounts at the lesser of [SPECIFY] per cent per annum or the maximum percentage permitted by applicable law. Or Customer will pay Contractor as follows: [SPECIFY]. DELIVERY OF SERVICES The Contractor will exercise due diligence in the provision of services. However, the Customer acknowledges that the indicated delivery times and other payment milestones listed in Scope of Work are estimates and do not constitute final delivery dates. SECURITY The Contractor must make reasonable security arrangement to protect Material from unauthorized access, collection, use, alteration or disposal. OWNERSHIP RIGHT The Customer shall hold the copyright for the agreed version of the Services as delivered, and the Customer's copyright notice may be displayed in the final version. All works, ideas, discoveries, inventions, patents, products or other information that may be protected by copyright (collectively, the \"Work Product\" developed in whole or in part by the Contractor in connection with the Services, shall be the exclusive property of the Customer. Upon request, the Contractor shall execute all documents necessary to confirm or perfect the exclusive ownership of the Customer's \"Work Product\". The Contractor retains exclusive rights to pre-existing materials used in the Customer's projects. The Customer shall not have the right to reuse, resell or otherwise transfer material belonging to the contractor or third parties. The Contractor reserves the right to use the finished public product as an example of a product. RETURN OF PROPERTY Upon the expiry or termination of this Agreement, the Contractor will return to the Customer any property, documentation, records or Confidential Information which is the property of the Customer. COMPENSATION For all services rendered by the Contractor under this Agreement, the Customer shall indemnify the Contractor. In the event that the Customer fails to make any of the payments mentioned, the Contractor shall have the right, but shall not be obliged, to exercise any of the following remedies: ","Service Agreement","https://templates.business-in-a-box.com/imgs/1000px/service-agreement-D12711.png","https://templates.business-in-a-box.com/imgs/250px/12711.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12711.xml",{"title":137,"description":6},"service agreement",[139,140],{"label":18,"url":94},{"label":18,"url":94},"/template/service-agreement-D12711",{"description":143,"descriptionCustom":6,"label":144,"pages":145,"size":146,"extension":10,"preview":147,"thumb":148,"svgFrame":149,"seoMetadata":150,"parents":151,"keywords":158,"url":159},"Invoice Company: Complete Address: ______________________________________________________ Phone:_________________ Fax: ________________ Email: _____________________ INVOICE #: _____________ DATE: ________________ Bill to: Address: _______________________________________ City: __________________________________________ State/Province: ___________ Zip/postal code__________ Country: ________________ Phone: _________________ Fax: __________________ Email: _________________________________________ Ship To:","Commercial Sales Invoice","1",42,"https://templates.business-in-a-box.com/imgs/1000px/sales-invoice-D383.png","https://templates.business-in-a-box.com/imgs/250px/383.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#383.xml",{"title":6,"description":6},[152,155],{"label":153,"url":154},"Finance & Accounting","finance-accounting",{"label":156,"url":157},"Invoices & Receipts","invoice-receipt","sales invoice","/template/sales-invoice-D383",{"description":161,"descriptionCustom":6,"label":162,"pages":8,"size":9,"extension":10,"preview":163,"thumb":164,"svgFrame":165,"seoMetadata":166,"parents":168,"keywords":173,"url":174},"COLLABORATION AGREEMENT This Collaboration Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [YOUR COMPANY NAME], (\"Party A\") a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], [COUNTRY], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [COMPANY NAME], (\"Party B\") a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], [COUNTRY], with its head office located at: [COMPLETE ADDRESS] Collectively, Party A and Party B shall be referred to as the \"Parties.\" WHEREAS, Party A and Party B wish to collaborate with each other for the fulfillment of certain business purposes, as discussed further in the Agreement; WHEREAS, Party A is in the business of [SPECIFY BUSINESS] and Party B is in the business of [SPECIFY BUSINESS]; WHEREAS, the Parties desire to collaborate for the pursuit of common business goals; WHEREAS, the Parties hereto have, after several consultations with each other, shown the intention to co-operate with each other and enter into collaboration with each other. NOW, THEREFORE, the Parties agree as follows: TERM The present Agreement shall come into force on [SPECIFY DATE] and shall be in force unless terminated by either Party, as per the provisions of the present Agreement. SCOPE The scope of the present Agreement is [SPECIFY THE SCOPE IN DETAIL]. RESPONSIBILITIES AND ACKNOWLEDGEMENTS OF THE PARTIES The Parties declare that they shall follow the terms of the contract in good faith and with the best interests to promote the Business contemplated under the present Agreement. The Parties shall fulfill all their obligations by being compliant with the applicable laws. REVENUE SHARING The revenues collected by the Parties out of the Business shall be divided between Party A and Party B in the following ratio: To Party A: [SPECIFY THE PERCENTAGE] % of the revenue generated out of the Business; To Party B: [SPECIFY THE PERCENTAGE] % of the revenue generated out of the Business; The said revenue shall be split within [SPECIFY NUMBER OF DAYS] days of receiving of the Parties. AUDIT The Parties shall have the right to audit the book of accounts of the revenue received out of the Business, and if either Party has been paid less than the due amount to be paid, then that Party shall be paid the debts of the amount due to it plus an interest of [SPECIFY THE PERCENTAGE] %. CONFIDENTIALITY The terms of this Agreement are strictly confidential, and the Parties shall not disclose the details to any third party, other than for the purpose of providing services hereunder the present Agreement. Along with the details of the Agreement, either Party may disclose to the other Confidential Information about itself. Confidential Information, as used in this Agreement, shall mean any information or data which, (a) if in tangible form or other media that can be converted to readable form, is clearly marked as proprietary, confidential or private when disclosed; (b) if oral or visual, is identified as proprietary, confidential, or private at the time of disclosure; or (c) is of a nature or is disclosed under circumstances such that a reasonable person would consider it confidential. A Disclosing Party's Confidential Information shall not include information that (i) is or becomes part of the public domain through no act or omission of a Receiving Party; (ii) was in the Receiving Party's lawful possession prior to the disclosure and had not been obtained by the Receiving Party from the Disclosing Party; (iii) is disclosed to the Receiving Party by a third party not known to the Receiving Party, following reasonable inquiry, to be subject to an obligation of nondisclosure with respect to such information; or (iv) is independently developed by the Receiving Party without use of or reference to the Disclosing Party's Confidential Information. The Receiving Party agrees to hold in confidence and not to disclose or reveal to any person or entity the Disclosing Party's Confidential Information, and not to use the Disclosing Party's Confidential Information for any purpose other than in connection with the Parties' discussions regarding, and performance of, a Transaction. Without limiting the generality of the foregoing, the Receiving Party shall not disclose any Confidential Information of the Disclosing Party to any of the Receiving Party's employees or agents except those employees or agents who are required to have such Confidential Information to participate in the Parties' discussions regarding, or performance of, a Transaction, and who are under a written obligation of confidentiality or nondisclosure to Receiving Party. The Receiving Party agrees to take commercially reasonable steps to ensure that Confidential Information is not disclosed or distributed by its employees in breach of this Agreement, including but not limited to advising each permitted employee to whom Confidential Information is disclosed of his/her obligations regarding confidentiality and non-use of such information. The Receiving Party shall be fully responsible for any breach of this Agreement by its employees. The Receiving Party may disclose Confidential Information of the Disclosing Party if required by law or judicial, arbitral or governmental order or process, provided the Receiving Party gives the Disclosing Party prompt written notice of such requirement, reasonably co-operates (at the Disclosing Party's expense) with the Disclosing Party's efforts to obtain a protective order or other appropriate relief, and discloses only the Confidential Information required to be disclosed under such law, order or process.","Collaboration Agreement","https://templates.business-in-a-box.com/imgs/1000px/collaboration-agreement-D13222.png","https://templates.business-in-a-box.com/imgs/250px/13222.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13222.xml",{"title":167,"description":6},"collaboration agreement",[169,170],{"label":18,"url":94},{"label":171,"url":172},"Partnership Agreements","partnership-agreement","mentorship agreement","/template/mentorship-agreement-D13222",false,{"seo":177,"reviewer":189,"legal_disclaimer":193,"quick_facts":194,"at_a_glance":196,"personas":200,"variants":225,"glossary":251,"clauses":282,"how_to_fill":333,"common_mistakes":374,"faqs":399,"industries":427,"comparisons":451,"diy_vs_lawyer":464,"jurisdictions":477,"related_template_ids_curated":498,"schema":506,"classification":507},{"meta_title":178,"meta_description":179,"primary_keyword":180,"secondary_keywords":181,"family":180,"is_canonical":175},"Coaching Agreement Template (Free Word)","Free coaching agreement template for life, business, and executive coaches. Covers scope, fees, confidentiality, IP, and termination. Used in 190+ countries. Free Word and PDF download.","coaching agreement template",[182,183,184,185,186,187,188],"coaching contract template","life coaching agreement template","business coaching agreement template","executive coaching contract","coaching agreement template word","coaching agreement template free","coaching services agreement",{"name":190,"credential":191,"reviewed_date":192},"Bruno Goulet","CEO, Business in a Box","2026-05-02",true,{"difficulty":195,"legal_review_recommended":193,"signature_required":193,"notarization_required":175},"medium",{"what_it_is":197,"when_you_need_it":198,"whats_inside":199},"A Coaching Agreement is a legally binding contract between a coach and a client that defines the scope, schedule, fees, confidentiality obligations, and termination conditions of a professional coaching engagement. This template is a free Word download you can edit online — add your service details, payment terms, and liability limits — then export as PDF and send for signature before the first session.\n","Use it before beginning any paid coaching engagement — life, executive, business, or career coaching — where you need enforceable obligations around session delivery, payment, and confidentiality in writing.\n","Scope of coaching services, session schedule and format, fees and payment terms, confidentiality obligations, intellectual property ownership, limitation of liability, cancellation and rescheduling policy, and termination conditions for both parties.\n",[201,205,209,213,217,221],{"title":202,"use_case":203,"icon_asset_id":204},"Life coaches","Formalizing personal development engagements before the first paid session","persona-coach",{"title":206,"use_case":207,"icon_asset_id":208},"Executive coaches","Documenting corporate coaching mandates with clearly defined deliverables and fees","persona-consultant",{"title":210,"use_case":211,"icon_asset_id":212},"Business coaches","Protecting IP rights over proprietary frameworks delivered to entrepreneur clients","persona-small-business-owner",{"title":214,"use_case":215,"icon_asset_id":216},"HR managers and L&D directors","Engaging external coaches for leadership development programs with defined KPIs","persona-hr-manager",{"title":218,"use_case":219,"icon_asset_id":220},"Career coaches","Setting clear expectations on session scope, outcomes, and refund policies for job-seeking clients","persona-freelancer",{"title":222,"use_case":223,"icon_asset_id":224},"Wellness and health coaches","Distinguishing coaching services from regulated therapy or medical advice in writing","persona-startup-founder",[226,230,233,236,239,243,247],{"situation":227,"recommended_template":228,"slug":229},"Providing one-on-one personal development or life coaching","Life Coaching Agreement","coaching-agreement-D13221",{"situation":231,"recommended_template":232,"slug":229},"Coaching a senior executive or leadership team on behalf of a corporate sponsor","Executive Coaching Agreement",{"situation":234,"recommended_template":235,"slug":229},"Delivering a structured group coaching program with multiple participants","Group Coaching Agreement",{"situation":237,"recommended_template":102,"slug":238},"Engaging an external coach as a business contractor rather than an employee","independent-contractor-agreement-D160",{"situation":240,"recommended_template":241,"slug":242},"Offering an online self-paced coaching course rather than live sessions","Online Course Terms and Conditions","website-terms-and-conditions-D13193",{"situation":244,"recommended_template":245,"slug":246},"Providing mentorship within a formal organizational mentoring program","Mentorship Agreement","non-profit-partnership-agreement-D14023",{"situation":248,"recommended_template":249,"slug":250},"Delivering consulting services alongside coaching with defined project deliverables","Consulting Agreement","consulting-agreement---long-D12543",[252,255,258,261,264,267,270,273,276,279],{"term":253,"definition":254},"Coaching Engagement","The entire period and set of services covered by a single coaching contract, from the start date through to termination or natural conclusion.",{"term":256,"definition":257},"Scope of Services","A defined description of what the coach will and will not provide — sessions, tools, materials, and any excluded activities such as therapy or financial advice.",{"term":259,"definition":260},"Confidentiality Clause","A provision obligating both parties to keep session content, personal disclosures, and any shared business information private from third parties.",{"term":262,"definition":263},"Limitation of Liability","A clause capping the maximum financial exposure of the coach to the client — typically limited to fees paid in the preceding 30 or 90 days.",{"term":265,"definition":266},"Intellectual Property (IP) Ownership","The clause establishing who owns proprietary frameworks, worksheets, assessments, and materials created or shared during the engagement.",{"term":268,"definition":269},"Disclaimer of Therapeutic Services","A statement clarifying that coaching is not therapy, counseling, or medical advice — important for limiting liability and regulatory exposure.",{"term":271,"definition":272},"Cancellation Policy","The rules governing how and when either party may cancel or reschedule a session, and the financial consequences of late notice or no-show.",{"term":274,"definition":275},"Retainer Fee","A flat fee paid in advance — monthly or per engagement block — that secures the coach's availability and covers a defined number of sessions.",{"term":277,"definition":278},"Good Faith Effort Clause","A provision stating that coaching outcomes depend on the client's own effort and engagement, and the coach does not guarantee specific results.",{"term":280,"definition":281},"Governing Law","The jurisdiction whose laws will interpret and govern the agreement in the event of a dispute between coach and client.",[283,288,293,298,303,308,313,318,323,328],{"name":284,"plain_english":285,"sample_language":286,"common_mistake":287},"Parties and engagement details","Identifies the coach and client by legal name, states the nature of the coaching relationship, and records the start date of the engagement.","This Coaching Agreement is entered into on [DATE] between [COACH FULL NAME / BUSINESS NAME] ('Coach') and [CLIENT FULL NAME / ENTITY NAME] ('Client'). The parties agree to enter into a coaching engagement commencing [START DATE].","Using a business brand name instead of the registered legal entity. If a dispute arises, enforcing the agreement against the correct contracting party becomes complicated and can require additional evidence.",{"name":289,"plain_english":290,"sample_language":291,"common_mistake":292},"Scope of coaching services","Defines exactly what services the coach will deliver — session format, frequency, duration, and any supplementary materials — and explicitly excludes services outside the coach's scope, such as therapy or legal advice.","Coach shall provide [X] coaching sessions per [week/month], each lasting approximately [DURATION], conducted via [FORMAT — video call / in-person / telephone]. Coaching does not constitute therapy, counseling, financial advice, or legal advice.","Describing services so broadly that the client expects outcomes the coach never intended to deliver — such as guaranteed results or business strategy consulting — leading to disputes over refunds.",{"name":294,"plain_english":295,"sample_language":296,"common_mistake":297},"Fees, payment schedule, and retainer","States the total fee or per-session rate, when invoices are due, accepted payment methods, and any deposit or retainer required to secure the engagement.","Client shall pay Coach a fee of $[AMOUNT] per session / $[AMOUNT] per [MONTH/PACKAGE], due on [DATE]. A retainer of $[AMOUNT] is due upon signing and will be applied to the final [X] sessions. Payment via [METHOD].","Omitting what happens to prepaid fees if the client terminates early. Without a clear refund policy, disputes over unused session credits are the most common source of coaching contract litigation.",{"name":299,"plain_english":300,"sample_language":301,"common_mistake":302},"Cancellation and rescheduling policy","Sets the minimum notice required to cancel or reschedule a session without charge, and the fee or forfeiture that applies when notice is not given in time.","Client must provide at least [48 hours'] notice to cancel or reschedule a session. Sessions cancelled with less than [48 hours'] notice will be forfeited and charged at the full session rate. Coach will make reasonable efforts to offer an alternative time.","Setting a 24-hour cancellation window without specifying the timezone — international clients may forfeit sessions due to timezone ambiguity, creating friction and refund requests.",{"name":304,"plain_english":305,"sample_language":306,"common_mistake":307},"Confidentiality","Obligates both parties to keep all session content, personal disclosures, and shared business information confidential, with any agreed exceptions stated explicitly.","Both parties agree to maintain strict confidentiality regarding all information shared during the coaching engagement. Coach shall not disclose Client's personal or business information to any third party without Client's prior written consent, except as required by law.","Omitting reciprocal confidentiality — failing to bind the client to confidentiality regarding the coach's proprietary methods, frameworks, and session structure, leaving those assets unprotected.",{"name":309,"plain_english":310,"sample_language":311,"common_mistake":312},"Intellectual property and materials","Establishes that worksheets, assessments, frameworks, and other materials provided by the coach remain the coach's property, and restricts the client from reproducing or distributing them.","All materials, frameworks, worksheets, and tools provided by Coach remain the sole property of Coach and are licensed to Client for personal use only. Client may not reproduce, distribute, or use them commercially without Coach's prior written consent.","No IP clause at all — clients who receive proprietary frameworks and later become coaches themselves may use or resell those materials, and there is no written basis to prevent it.",{"name":314,"plain_english":315,"sample_language":316,"common_mistake":317},"Disclaimer of results and limitation of liability","States that coaching outcomes are not guaranteed, that the client is responsible for their own decisions, and caps the coach's maximum financial liability to the fees paid under the agreement.","Coach does not guarantee any specific outcome, result, or transformation. Client acknowledges that coaching success depends on their own effort and choices. Coach's total liability shall not exceed the total fees paid by Client in the [30/90] days preceding the claim.","Omitting the limitation of liability entirely, leaving the coach exposed to claims that far exceed the value of the engagement — for example, a business coaching client claiming lost profits attributable to the coach's advice.",{"name":319,"plain_english":320,"sample_language":321,"common_mistake":322},"Coaching is not therapy — disclaimer","Explicitly distinguishes coaching services from therapy, counseling, mental health treatment, or medical advice, and recommends clients seek licensed professionals for those needs.","Client acknowledges that coaching is not therapy, psychotherapy, counseling, or mental health treatment. Coach is not a licensed mental health professional. Clients experiencing mental health concerns should consult a qualified and licensed mental health practitioner.","Using language like 'emotional healing' or 'trauma work' in the scope of services while the disclaimer says coaching is not therapy — the contradiction can expose the coach to liability for unlicensed practice.",{"name":324,"plain_english":325,"sample_language":326,"common_mistake":327},"Termination and notice","States how either party may end the engagement, the notice period required, and what happens to any prepaid fees or scheduled sessions after termination.","Either party may terminate this Agreement with [14 days'] written notice. Upon termination, Client shall pay for all sessions completed to the date of termination. Prepaid fees for unused sessions will be refunded on a pro-rata basis within [30] days, except where termination is due to Client's material breach.","No termination clause at all — when a client stops responding or a relationship breaks down, the coach has no contractual basis to retain already-delivered-session fees or end the engagement cleanly.",{"name":329,"plain_english":330,"sample_language":331,"common_mistake":332},"Governing law and dispute resolution","Specifies which jurisdiction's law governs the agreement and how disputes will be resolved — mediation, arbitration, or court — and in which venue.","This Agreement is governed by the laws of [STATE / PROVINCE / COUNTRY]. Any dispute arising under this Agreement shall first be submitted to non-binding mediation. If unresolved, disputes shall be settled by binding arbitration in [CITY], [JURISDICTION].","Selecting a governing law jurisdiction where the coach has no presence and the client does not reside, making enforcement impractical and expensive for both parties.",[334,339,344,349,354,359,364,369],{"step":335,"title":336,"description":337,"tip":338},1,"Enter legal names for both parties","Use the coach's full registered business or personal name and the client's legal name as it appears on government ID or corporate registration. Avoid using brand names or social media handles.","If a corporate sponsor (such as an employer) is paying on behalf of the client, add the sponsor as a third party with their payment obligations stated separately.",{"step":340,"title":341,"description":342,"tip":343},2,"Define the scope and format of coaching services","Specify the session frequency, duration, and format (video, phone, or in-person). List any supplementary deliverables — worksheets, assessments, or email support — and explicitly state what is excluded.","A one-sentence exclusion of therapy, financial advice, and legal advice in the scope section reduces the risk of a client claiming they expected services the coach is not qualified to provide.",{"step":345,"title":346,"description":347,"tip":348},3,"Set the fee structure and payment schedule","Enter the per-session rate or package fee, state the due date for each payment, and specify the accepted payment method. Include any deposit or retainer and clarify how it is applied to future sessions.","Add a late-payment fee — typically 1.5% per month — to encourage timely payment without requiring a collections conversation.",{"step":350,"title":351,"description":352,"tip":353},4,"Write the cancellation and rescheduling policy","State the minimum notice period (commonly 24–48 hours), what happens to a forfeited session fee, and any limit on how many sessions per package may be rescheduled.","Include the timezone for all notice calculations — a client in Tokyo and a coach in New York can easily misread a 24-hour window.",{"step":355,"title":356,"description":357,"tip":358},5,"Tailor the confidentiality clause","Confirm that confidentiality runs both ways — the coach protects client disclosures, and the client protects the coach's proprietary materials and methods. Add any mandatory disclosure exceptions (e.g., risk of harm to self or others).","If you plan to use anonymized client success stories in marketing, include explicit written permission language in the confidentiality section rather than seeking it retroactively.",{"step":360,"title":361,"description":362,"tip":363},6,"Set the limitation of liability and results disclaimer","Cap the coach's financial liability at fees paid in the preceding 30 or 90 days. Include a plain-language statement that coaching outcomes are not guaranteed and depend on the client's own effort and choices.","Courts are more likely to uphold a liability cap that is clearly explained and acknowledged in writing than one buried in fine print without the client's attention drawn to it.",{"step":365,"title":366,"description":367,"tip":368},7,"State the termination notice period and refund policy","Set the notice period for either party to end the engagement (14 days is standard for most individual coaching relationships). Define the pro-rata refund formula for prepaid but unused sessions.","Phrase the termination clause symmetrically — both parties should be able to exit on the same terms — to avoid appearing one-sided, which can make the clause harder to enforce.",{"step":370,"title":371,"description":372,"tip":373},8,"Sign before the first session and store copies","Both parties must sign the agreement before the coaching engagement begins. Send the client a countersigned PDF copy immediately after execution and retain one for your records.","Use an e-signature tool to timestamp execution — a time-stamped digital signature is generally enforceable and eliminates disputes about whether the agreement was signed before or after services commenced.",[375,379,383,387,391,395],{"mistake":376,"why_it_matters":377,"fix":378},"No refund or unused-session policy","When a client pre-purchases a package and terminates early, the absence of a written refund policy turns a business decision into a legal dispute. Chargebacks and small claims actions are the most common outcome.","State explicitly whether pre-paid sessions are refundable, on what pro-rata basis, and within how many days of termination the refund will be issued.",{"mistake":380,"why_it_matters":381,"fix":382},"Omitting the therapy and medical advice disclaimer","Coaches who use emotionally supportive language without a clear written boundary between coaching and therapy risk regulatory complaints and civil liability for practicing without a license in jurisdictions that regulate counseling.","Include a standalone clause — not just a footnote — stating that coaching is not therapy or medical advice, and that the client should seek a licensed practitioner for those needs.",{"mistake":384,"why_it_matters":385,"fix":386},"No IP clause protecting proprietary frameworks","Clients who receive signature frameworks, worksheets, or methodologies during coaching may reproduce and resell them after the engagement ends, with no written basis for the coach to object.","Include a clause granting the client a personal-use-only license to all materials and explicitly prohibiting commercial reproduction or distribution without written consent.",{"mistake":388,"why_it_matters":389,"fix":390},"Signing the agreement after the first session has already taken place","In common-law jurisdictions, a contract signed after services have already commenced may lack fresh consideration for restrictive provisions — including confidentiality and limitation of liability — making those clauses potentially unenforceable.","Execute the agreement before or on the same day as the first session. If circumstances require a later signature, provide a documented benefit — a complimentary session or fee reduction — as fresh consideration.",{"mistake":392,"why_it_matters":393,"fix":394},"Using vague outcome language in the scope of services","Phrases like 'transform your business' or 'achieve financial freedom' create implied warranties that the coach cannot deliver, giving clients grounds to demand refunds when subjective outcomes fall short.","Describe what the coach will do — sessions delivered, tools provided, accountability structures — not what the client will achieve. Reserve aspirational language for marketing materials, not the contract.",{"mistake":396,"why_it_matters":397,"fix":398},"No limitation of liability clause","Without a liability cap, a business coaching client who claims the coach's advice contributed to a failed venture could seek damages far exceeding the total coaching fees — with no contractual ceiling to limit exposure.","Include a limitation of liability clause capping the coach's total exposure at the fees paid in the 30 or 90 days preceding the claim, and exclude consequential and indirect damages explicitly.",[400,403,406,409,412,415,418,421,424],{"question":401,"answer":402},"What is a coaching agreement?","A coaching agreement is a legally binding contract between a coach and a client that defines the terms of a professional coaching engagement — scope of services, session schedule, fees, confidentiality obligations, IP ownership, and termination conditions. It protects both parties by setting clear expectations before the first session and providing a written basis for resolving disputes if the relationship breaks down.\n",{"question":404,"answer":405},"Is a coaching agreement legally binding?","Yes, a properly executed coaching agreement is generally enforceable as a contract in most jurisdictions when it includes offer, acceptance, and consideration — typically the exchange of coaching services for fees. Both parties must sign before services begin. Clauses that are unreasonably one-sided or that conflict with consumer protection laws in the client's jurisdiction may be unenforceable on their own terms without voiding the entire agreement.\n",{"question":407,"answer":408},"What should a coaching agreement include?","At minimum: full legal names of both parties, start date, scope of services with explicit exclusions, session format and frequency, fee structure and payment schedule, cancellation and rescheduling policy, confidentiality obligations, IP ownership of materials, a disclaimer distinguishing coaching from therapy, limitation of liability, termination notice period and refund policy, and governing law. Missing any of these creates gaps that courts fill using jurisdiction-specific defaults.\n",{"question":410,"answer":411},"Do I need a lawyer to draft a coaching agreement?","For straightforward individual coaching engagements, a high-quality template reviewed against your jurisdiction's consumer protection and service contract requirements is typically sufficient. Consider engaging a lawyer when coaching a corporate client with significant revenue at stake, when your services touch regulated areas such as health or financial wellness, or when you operate across multiple jurisdictions with conflicting consumer protection laws.\n",{"question":413,"answer":414},"Can a coach use a coaching agreement for both individual and group programs?","A standard coaching agreement is designed for one-on-one engagements. For group programs, you need a separate agreement that addresses shared confidentiality obligations among participants, a group-specific cancellation policy, and the coach's rights if a participant disrupts the program. Using a one-on-one template for a group program leaves significant gaps around participant interaction and group-specific risks.\n",{"question":416,"answer":417},"What is the difference between a coaching agreement and a consulting agreement?","A coaching agreement governs a relationship focused on the client's development, goal-setting, and accountability — the coach asks questions and facilitates insight rather than delivering expert recommendations. A consulting agreement covers the delivery of specific expert advice, analysis, or project deliverables. Many practitioners do both, but mixing the two in a single undefined agreement creates liability if the client later claims the coach crossed into unqualified consulting or advice-giving.\n",{"question":419,"answer":420},"How should a coaching agreement handle confidentiality?","Confidentiality should run in both directions. The coach agrees not to disclose the client's personal disclosures or business information. The client agrees not to reproduce or share the coach's proprietary methods and materials. The clause should also state any mandatory exceptions — such as risk of harm to self or others — to avoid the coach being legally obligated to maintain silence when disclosure is required by law or ethics.\n",{"question":422,"answer":423},"What happens if a coaching client wants to cancel mid-package?","The outcome depends entirely on what the agreement says. Without a written refund policy, the coach has no contractual basis to retain prepaid fees — and the client has no clear expectation of what they are owed back. A well-drafted coaching agreement should specify the pro-rata refund formula for unused sessions, the notice period required, and whether any administrative or cancellation fee applies. This avoids chargebacks and small claims disputes in almost all cases.\n",{"question":425,"answer":426},"Does a coaching agreement need to be notarized?","No — notarization is not required for a coaching agreement to be enforceable in any major jurisdiction. A signed paper or electronic copy executed by both parties before services begin is sufficient. Using a timestamped e-signature tool adds an additional layer of evidence confirming when the agreement was signed, which can be valuable if the timing of execution is later disputed.\n",[428,432,436,440,443,447],{"industry":429,"icon_asset_id":430,"specifics":431},"Professional services","industry-professional-services","Executive and leadership coaching engagements often involve a corporate sponsor paying on behalf of an individual client, requiring a three-party agreement structure covering confidentiality between the client and the sponsoring organization.",{"industry":433,"icon_asset_id":434,"specifics":435},"Health and wellness","industry-healthtech","Health and wellness coaches face elevated liability exposure from clients with underlying medical conditions — the therapy disclaimer and limitation of liability clauses are critical risk-management tools, not optional additions.",{"industry":437,"icon_asset_id":438,"specifics":439},"SaaS and technology","industry-saas","Startup founders and tech executives increasingly engage business coaches under NDAs, requiring confidentiality clauses strong enough to protect pre-launch product details and unreleased financials disclosed during sessions.",{"industry":441,"icon_asset_id":430,"specifics":442},"Education and training","Career coaches and academic coaches working with students or recent graduates must address age-of-majority considerations for younger clients and align cancellation policies with academic calendars and term-based payment structures.",{"industry":444,"icon_asset_id":445,"specifics":446},"Financial services","industry-fintech","Financial wellness coaches must explicitly disclaim that coaching does not constitute investment advice or regulated financial planning, referencing applicable securities and financial advice regulations in the governing jurisdiction.",{"industry":448,"icon_asset_id":449,"specifics":450},"Retail and e-commerce","industry-ecommerce","Business coaches working with e-commerce entrepreneurs often deliver proprietary growth frameworks and supplier sourcing methods that require strong IP clauses to prevent clients from reselling or repackaging the methodology.",[452,455,457,461],{"vs":249,"vs_template_id":453,"summary":454},"consulting-agreement-D162","A consulting agreement covers the delivery of specific expert advice, reports, or project deliverables — the consultant is hired for their knowledge and recommendations. A coaching agreement governs a facilitative relationship focused on the client's development and goal achievement. Mixing the two in a single document without clear role boundaries creates liability if the client claims the coach gave unqualified expert advice that led to a loss.",{"vs":102,"vs_template_id":238,"summary":456},"An independent contractor agreement governs the relationship between a business and a self-employed service provider — it covers tax status, work-for-hire IP, and deliverable obligations. A coaching agreement governs the relationship between a coach and the person being coached. If an organization hires an external coach to serve its employees, both documents may be needed: one between the organization and the coach as a contractor, and one between the coach and each client.",{"vs":458,"vs_template_id":459,"summary":460},"Non-Disclosure Agreement","non-disclosure-agreement-nda-D12692","A standalone NDA creates broad confidentiality obligations before any services begin — useful when a potential client needs to disclose sensitive information during a discovery call before signing a coaching contract. A coaching agreement contains its own confidentiality clause that applies for the duration of the engagement. For most coaching relationships, the coaching agreement's confidentiality clause is sufficient; a separate NDA is warranted when pre-engagement disclosures involve genuinely sensitive IP or competitive information.",{"vs":132,"vs_template_id":462,"summary":463},"service-agreement-D12711","A general service agreement is a broad contract covering any professional service — deliverables, payment, and liability — without coaching-specific provisions. It lacks the therapy disclaimer, results disclaimer, and session-forfeiture policies that are critical for coaching engagements. A coaching agreement is a purpose-built service contract that addresses the specific risks and expectations of the coaching relationship.",{"use_template":465,"template_plus_review":469,"custom_drafted":473},{"best_for":466,"cost":467,"time":468},"Individual coaches offering life, career, or personal development coaching to private clients","Free","20–30 minutes",{"best_for":470,"cost":471,"time":472},"Coaches working with corporate clients, health-adjacent niches, or clients in multiple jurisdictions","$300–$600","1–3 days",{"best_for":474,"cost":475,"time":476},"High-value executive coaching programs, regulated wellness or financial coaching, or franchise coaching models","$1,000–$3,500+","1–2 weeks",[478,483,488,493],{"code":479,"name":480,"flag_asset_id":481,"note":482},"us","United States","flag-us","Coaching is largely unregulated at the federal level, but several states have consumer protection statutes that govern prepaid service contracts — California, for example, requires specific refund provisions for prepaid personal services under the Health Studio Services Act if the coaching is health-related. Non-compete clauses within coaching agreements are generally unenforceable against clients in most states. Limitation of liability clauses are enforceable in most states but may be scrutinized in consumer transactions.",{"code":484,"name":485,"flag_asset_id":486,"note":487},"ca","Canada","flag-ca","Coaching agreements are subject to provincial consumer protection legislation. Ontario's Consumer Protection Act and British Columbia's Business Practices and Consumer Protection Act impose specific disclosure and cancellation rights for service contracts — clients may have a statutory right to cancel within a cooling-off period regardless of contract terms. Quebec requires consumer contracts to be in French for provincially regulated consumer transactions. Limitation of liability clauses must not contravene consumer protection statutes to be enforceable.",{"code":489,"name":490,"flag_asset_id":491,"note":492},"uk","United Kingdom","flag-uk","Coaching agreements with individual consumers are subject to the Consumer Rights Act 2015, which requires services to be performed with reasonable care and skill and makes unfair terms unenforceable. Limitation of liability clauses that exclude liability for negligence causing personal injury or death are void under the Unfair Contract Terms Act 1977. GDPR-aligned data protection obligations apply to any personal data processed during coaching sessions, including session notes.",{"code":494,"name":495,"flag_asset_id":496,"note":497},"eu","European Union","flag-eu","EU consumer protection directives give individual clients a 14-day right of withdrawal from distance or off-premises service contracts, which applies to coaching agreements signed online or outside a physical business location. Unfair terms in consumer contracts are unenforceable under the EU Unfair Contract Terms Directive. GDPR requires explicit consent for processing personal data disclosed during sessions — session notes, assessments, and recorded calls all constitute personal data and must be handled with a lawful basis.",[250,238,459,462,499,500,501,502,503,504,505,242],"sales-invoice-D383","mentorship-agreement-D13222","training-reimbursement-agreement-D13892","employment-agreement_at-will-employee-D541","llc-operating-agreement-D5209","engagement-letter-D13681","scope-of-work-D12679",{"emit_how_to":193,"emit_defined_term":193},{"primary_folder":94,"secondary_folder":508,"document_type":509,"industry":510,"business_stage":511,"tags":512,"confidence":517},"services-and-consulting","agreement","consultants-and-contractors","all-stages",[513,514,515,516],"professional-services","contract","coaching-agreement","services-agreement",0.92,"\u003Ch2>What is a Coaching Agreement?\u003C/h2>\n\u003Cp>A \u003Cstrong>Coaching Agreement\u003C/strong> is a legally binding contract between a coach and a client that governs the terms of a professional coaching engagement — defining the scope of services, session schedule and format, fees, confidentiality obligations, intellectual property ownership, limitation of liability, and the conditions under which either party may end the relationship. It functions as the foundational document for any paid coaching relationship, replacing informal email exchanges and verbal understandings with enforceable written obligations. Because coaching sits in a legally unregulated space in most jurisdictions, the written agreement is the primary mechanism that distinguishes a professional engagement from a casual conversation and protects both parties from claims about what was or was not promised.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a signed coaching agreement in place before the first session, you have no contractual basis to retain prepaid fees when a client terminates early, no enforceable boundary between your coaching services and regulated activities like therapy or financial advice, and no cap on your liability if a client claims your sessions contributed to a poor business decision or a personal setback. The risks are concrete: coaches without written agreements regularly face chargebacks on pre-purchased packages, requests for full refunds months into a program, and disputes over the ownership of proprietary frameworks shared during sessions. On the client side, an unsigned engagement leaves them without any clarity on what they are entitled to receive, what their cancellation rights are, or how their personal disclosures will be protected. This template gives both parties a clear, enforceable starting point — covering every clause that typically triggers disputes — so the coaching relationship can focus on outcomes rather than contract ambiguity.\u003C/p>\n",1781185966865]