[{"data":1,"prerenderedAt":504},["ShallowReactive",2],{"document-initial-coaching-questions-D13125":3},{"document":4,"label":23,"preview":11,"thumb":24,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":25,"breadcrumb":29,"related":37,"customDescModule":172,"customdescription":6,"mdFm":173,"mdProseHtml":503},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"INITIAL COACHING ASSESSMENT _________________________________________________________________________ Answer the following questions: What concerns do you have about working with a professional coach?",null,"Initial Coaching Questions","1",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/initial-coaching-questions-D13125.png","https://templates.business-in-a-box.com/imgs/250px/13125.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13125.xml",{"title":15,"description":6},"initial coaching questions",[17,20],{"label":18,"url":19},"Business Plan Kit","/templates/business-plan-kit/",{"label":21,"url":22},"Administration","/templates/business-administration/","Initial Coaching Questions Template","https://templates.business-in-a-box.com/imgs/400px/13125.png",[26,17,20],{"label":27,"url":28},"Templates","/templates/",[30,31,34],{"label":27,"url":28},{"label":32,"url":33},"Human Resources","/templates/human-resources/",{"label":35,"url":36},"Employee Development","/templates/employee-development/",[38,42,46,50,54,58,62,66,70,74,78,82,100,115,128,142,157],{"label":39,"url":40,"thumb":41,"extension":10},"Coaching Agreement","/template/coaching-agreement-D13221","https://templates.business-in-a-box.com/imgs/250px/13221.png",{"label":43,"url":44,"thumb":45,"extension":10},"Goals For Coaching","/template/goals-for-coaching-D13111","https://templates.business-in-a-box.com/imgs/250px/13111.png",{"label":47,"url":48,"thumb":49,"extension":10},"75 Samples Goals For Coaching","/template/75-samples-goals-for-coaching-D13069","https://templates.business-in-a-box.com/imgs/250px/13069.png",{"label":51,"url":52,"thumb":53,"extension":10},"An Introduction To Coaching For Coaches","/template/an-introduction-to-coaching-for-coaches-D13085","https://templates.business-in-a-box.com/imgs/250px/13085.png",{"label":55,"url":56,"thumb":57,"extension":10},"Applicant Appraisal Form Questions","/template/applicant-appraisal-form-questions-D560","https://templates.business-in-a-box.com/imgs/250px/560.png",{"label":59,"url":60,"thumb":61,"extension":10},"Product Manager Interview Questions","/template/product-manager-interview-questions-D13378","https://templates.business-in-a-box.com/imgs/250px/13378.png",{"label":63,"url":64,"thumb":65,"extension":10},"Questions to Avoid During an Interview","/template/questions-to-avoid-during-an-interview-D586","https://templates.business-in-a-box.com/imgs/250px/586.png",{"label":67,"url":68,"thumb":69,"extension":10},"Interview Questions For A Potential Assistant Checklist","/template/interview-questions-for-a-potential-assistant-checklist-D13126","https://templates.business-in-a-box.com/imgs/250px/13126.png",{"label":71,"url":72,"thumb":73,"extension":10},"Questions To Ask On A Customer Experience Survey","/template/questions-to-ask-on-a-customer-experience-survey-D13382","https://templates.business-in-a-box.com/imgs/250px/13382.png",{"label":75,"url":76,"thumb":77,"extension":10},"Questions To Ask To Improve Your Brand Strategy","/template/questions-to-ask-to-improve-your-brand-strategy-D13383","https://templates.business-in-a-box.com/imgs/250px/13383.png",{"label":79,"url":80,"thumb":81,"extension":10},"Entrepreneurs - 3 Crucial Questions That Can Catapult Your Profits","/template/entrepreneurs-3-crucial-questions-that-can-catapult-your-profits-D13102","https://templates.business-in-a-box.com/imgs/250px/13102.png",{"description":83,"descriptionCustom":6,"label":84,"pages":85,"size":9,"extension":10,"preview":86,"thumb":87,"svgFrame":88,"seoMetadata":89,"parents":91,"keywords":98,"url":99},"CONSULTING AGREEMENT This Consulting Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [CONSULTANT NAME] (the \"Consultant\"), an individual with his main address located at OR 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] In the event of a conflict in the provisions of any attachments hereto and the provisions set forth in this Agreement, the provisions of such attachments shall govern. 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":90,"description":6},"consulting agreement long",[92,95],{"label":93,"url":94},"Legal Agreements","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":9,"extension":10,"preview":104,"thumb":105,"svgFrame":106,"seoMetadata":107,"parents":109,"keywords":108,"url":114},"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. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":108,"description":6},"non disclosure agreement nda",[110,111],{"label":93,"url":94},{"label":112,"url":113},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"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":127},"SERVICE AGREEMENT This SERVICE AGREEMENT (\"Agreement\") is effective [DATE], BETWEEN: [COMPANY NAME] (the \"Contractor\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Customer\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] (The Contractor and the Customer shall be individually referred to as a \"Party\" and collectively referred to as the \"Parties\", as the context may require). 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","6","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":123,"description":6},"service agreement",[125,126],{"label":93,"url":94},{"label":93,"url":94},"/template/service-agreement-D12711",{"description":129,"descriptionCustom":6,"label":130,"pages":118,"size":131,"extension":10,"preview":132,"thumb":133,"svgFrame":134,"seoMetadata":135,"parents":136,"keywords":140,"url":141},"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",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},[137],{"label":138,"url":139},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",{"description":143,"descriptionCustom":6,"label":144,"pages":103,"size":9,"extension":10,"preview":145,"thumb":146,"svgFrame":147,"seoMetadata":148,"parents":150,"keywords":149,"url":156},"INFORMATION SECURITY POLICY PURPOSE The purpose of this Information Security Policy is to establish guidelines and procedures for safeguarding [COMPANY NAME]'s sensitive information, data, and resources. This Policy aims to ensure the confidentiality, integrity, and availability of information assets and protect against unauthorized access, use, disclosure, and breaches. SCOPE This Policy applies to all employees, contractors, vendors, and third-party entities who access, handle, or manage [COMPANY NAME]'s information systems, networks, applications, and data. INFORMATION CLASSIFICATION Data Classification: Information assets will be classified based on their sensitivity and criticality into categories such as \"Confidential,\" \"Internal Use Only,\" and \"Public.\" Handling Procedures: Different handling procedures and security controls will apply to each classification level. ACCESS CONTROL User Authentication: Access to systems and data will require strong authentication methods, including passwords, biometrics, and multi-factor authentication (MFA). Least Privilege: Users will be granted access privileges based on the principle of least privilege, meaning they will have access only to the information and systems necessary to perform their roles. DATA PROTECTION Encryption: Sensitive data in transit and at rest will be encrypted using strong encryption algorithms. Data Loss Prevention (DLP): DLP measures will be implemented to prevent the unauthorized transmission or sharing of sensitive data outside the organization. Data Retention: Data will be retained in compliance with legal and regulatory requirements. 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It's a chance for managers to give praise for exceptional work and guidance for any shortcomings. Managers and supervisors should take this opportunity to have an open discussion about the future of the company and the potential for employee growth. Frequency: Quarterly Procedure: Set up goals for employees. Share with the employee how your organization will assess performance. Prepare the meeting. Establish the purpose of the performance review meeting conversation. Be specific and transparent in the meeting. Review the relevant parts of the performance review form. Discuss ideas for development/action plan. Agree upon specific actions to be taken by each of you. Summarize the performance review meeting conversation. Definition/Explanation: Goal: It is imperative that the employee knows exactly what is expected of his or her performance. Your periodic discussions about performance need to focus on these significant portions of the employee's job.","How to Review Employee Performance","https://templates.business-in-a-box.com/imgs/1000px/how-to-review-employee-performance-D12595.png","https://templates.business-in-a-box.com/imgs/250px/12595.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12595.xml",{"title":164,"description":6},"how to review employee performance",[166,168],{"label":18,"url":167},"business-plan-kit",{"label":169,"url":170},"Business Procedures","business-procedures","/template/how-to-review-employee-performance-D12595",false,{"seo":174,"reviewer":186,"legal_disclaimer":190,"quick_facts":191,"at_a_glance":193,"personas":197,"variants":222,"glossary":248,"clauses":279,"how_to_fill":325,"common_mistakes":366,"faqs":383,"industries":411,"comparisons":428,"diy_vs_lawyer":444,"jurisdictions":457,"related_template_ids_curated":478,"schema":490,"classification":491},{"meta_title":175,"meta_description":176,"primary_keyword":177,"secondary_keywords":178},"Initial Coaching Questions Template | Free Word Download","Free initial coaching questions template for professional coaches. Covers client intake, goals, availability, and consent.","initial coaching questions template",[179,180,181,182,183,184,185],"coaching intake form template","coaching questionnaire template","life coaching intake form","executive coaching intake questions","coaching client intake template free","coaching onboarding questions","coaching assessment template word",{"name":187,"credential":188,"reviewed_date":189},"Bruno Goulet","CEO, Business in a Box","2026-05-02",true,{"difficulty":192,"legal_review_recommended":190,"signature_required":190,"notarization_required":172},"medium",{"what_it_is":194,"when_you_need_it":195,"whats_inside":196},"An Initial Coaching Questions document is a structured intake and consent form that a professional coach uses to gather essential information about a new client before the first coaching session begins. This free Word download covers goals, background, availability, confidentiality consent, and scope of engagement in a single document you can edit online and export as PDF to send to clients during onboarding.\n","Use it when onboarding any new coaching client — whether for life coaching, executive coaching, career coaching, or business coaching — before the first paid session takes place. It establishes the foundation for the coaching relationship and creates a documented record of the client's stated objectives and agreed boundaries.\n","Client background and contact details, presenting challenges and goals, prior coaching or therapy history, preferred coaching style and availability, confidentiality acknowledgment, scope of engagement, and client signature confirming informed consent to the coaching process.\n",[198,202,206,210,214,218],{"title":199,"use_case":200,"icon_asset_id":201},"Life coaches","Capturing personal goals, values, and lifestyle context before session one","persona-coach",{"title":203,"use_case":204,"icon_asset_id":205},"Executive coaches","Gathering leadership context, organizational challenges, and development targets","persona-executive",{"title":207,"use_case":208,"icon_asset_id":209},"Career coaches","Documenting professional history, career objectives, and transition blockers","persona-hr-manager",{"title":211,"use_case":212,"icon_asset_id":213},"Business coaches","Assessing business stage, revenue challenges, and owner priorities before engagement","persona-small-business-owner",{"title":215,"use_case":216,"icon_asset_id":217},"Health and wellness coaches","Recording lifestyle, health history, and wellness goals with appropriate disclaimers","persona-freelancer",{"title":219,"use_case":220,"icon_asset_id":221},"Coaching practice managers","Standardizing intake across a team of coaches with a consistent onboarding workflow","persona-operations-director",[223,227,231,233,236,240,244],{"situation":224,"recommended_template":225,"slug":226},"Onboarding a new life coaching client for personal development","Initial Coaching Questions (Life Coaching)","initial-coaching-questions-D13125",{"situation":228,"recommended_template":229,"slug":230},"Onboarding a senior leader or C-suite executive for leadership development","Executive Coaching Agreement","coaching-agreement-D13221",{"situation":232,"recommended_template":39,"slug":230},"Formalizing the overall coaching engagement terms and fees",{"situation":234,"recommended_template":235,"slug":230},"Gathering ongoing session notes and progress after intake is complete","Coaching Session Notes Template",{"situation":237,"recommended_template":238,"slug":239},"Conducting a mid-engagement review of client progress and goal alignment","Coaching Progress Report","progress-report-D12773",{"situation":241,"recommended_template":242,"slug":243},"Ending a coaching engagement with a formal summary of outcomes","Coaching Termination Summary","employee-termination-policy-D13489",{"situation":245,"recommended_template":246,"slug":247},"Assessing a business owner's operational challenges before engagement","Business Coaching Needs Assessment","free-business-needs-analysis-D1429",[249,252,255,258,261,264,267,270,273,276],{"term":250,"definition":251},"Coaching Intake","The structured process of gathering background information from a new client before coaching begins, covering goals, history, and logistical preferences.",{"term":253,"definition":254},"Informed Consent","A client's documented acknowledgment that they understand the nature, scope, limitations, and confidentiality terms of the coaching relationship before it begins.",{"term":256,"definition":257},"Scope of Engagement","A clear statement of what the coaching relationship covers — and what it does not — distinguishing coaching from therapy, counseling, or medical advice.",{"term":259,"definition":260},"Presenting Challenge","The specific issue, problem, or gap a client identifies as the primary reason for seeking coaching at the time of intake.",{"term":262,"definition":263},"Coaching Goals","The measurable or observable outcomes a client wants to achieve through the coaching engagement, used to guide session design and track progress.",{"term":265,"definition":266},"Confidentiality Clause","A binding commitment by the coach not to disclose client information to third parties, except in defined circumstances such as imminent risk of harm.",{"term":268,"definition":269},"Non-Therapy Disclaimer","A statement clarifying that coaching is not a substitute for licensed mental health treatment, medical care, or legal advice.",{"term":271,"definition":272},"Coaching Style Preference","The client's stated preference for how the coach delivers sessions — directive vs. exploratory, structured vs. open-ended — used to calibrate the approach.",{"term":274,"definition":275},"Prior Coaching History","A record of any previous coaching or therapeutic relationships, used to identify existing frameworks, unresolved patterns, or ingrained expectations.",{"term":277,"definition":278},"Client Acknowledgment","A signed statement confirming the client has read, understood, and agreed to the intake terms, creating a baseline record for the engagement.",[280,285,290,295,300,305,310,315,320],{"name":281,"plain_english":282,"sample_language":283,"common_mistake":284},"Client identification and contact details","Records the client's full name, preferred contact method, time zone, and any organizational affiliation relevant to the coaching context.","Client Name: [FULL LEGAL NAME] | Organization (if applicable): [ORGANIZATION NAME] | Preferred Contact: [EMAIL / PHONE] | Time Zone: [TIME ZONE]","Collecting only a first name and email. Without a full legal name and time zone, scheduling, invoicing, and any formal correspondence become error-prone.",{"name":286,"plain_english":287,"sample_language":288,"common_mistake":289},"Presenting challenge and background","Captures the client's self-described primary challenge, the context surrounding it, and how long the issue has been present.","Describe the primary challenge or situation that has brought you to coaching at this time: [CLIENT RESPONSE]. How long have you been experiencing this challenge? [CLIENT RESPONSE].","Asking only 'what do you want to work on?' without probing context or duration. Shallow intake data makes it harder to design a purposeful first session.",{"name":291,"plain_english":292,"sample_language":293,"common_mistake":294},"Goals and desired outcomes","Documents the specific, observable results the client wants to achieve by the end of the engagement or within a defined timeframe.","What does success look like for you at the end of this coaching engagement? [CLIENT RESPONSE]. What will be different in your life or work in [X] months? [CLIENT RESPONSE].","Accepting vague aspirations like 'feel better' without pushing for specificity. Goals that cannot be measured cannot be tracked or verified as achieved.",{"name":296,"plain_english":297,"sample_language":298,"common_mistake":299},"Prior coaching or therapy history","Asks whether the client has worked with a coach or therapist previously, what was helpful or unhelpful, and whether any relevant therapeutic work is ongoing.","Have you worked with a coach or therapist previously? [YES / NO]. If yes, what approaches did you find most effective? [CLIENT RESPONSE]. Are you currently working with a therapist or counselor? [YES / NO].","Skipping this section to avoid awkwardness. Undisclosed concurrent therapy can create conflicting guidance and expose the coach to complaints if the client's mental health situation escalates.",{"name":301,"plain_english":302,"sample_language":303,"common_mistake":304},"Preferred coaching style and availability","Establishes how the client prefers to receive coaching — structured or exploratory — and captures availability for scheduling recurring sessions.","Do you prefer sessions that are highly structured with a set agenda, or open and exploratory? [CLIENT RESPONSE]. Available days and times: [CLIENT RESPONSE]. Preferred session format: [VIDEO / PHONE / IN-PERSON].","Leaving scheduling logistics out of the intake form and handling them separately by email. This creates a second back-and-forth that delays session booking and reduces the professional impression of the onboarding process.",{"name":306,"plain_english":307,"sample_language":308,"common_mistake":309},"Strengths and resources","Asks the client to identify their own assets — skills, support networks, past wins — that can be drawn on during the coaching work.","What do you consider your greatest strengths or personal resources as you approach this work? [CLIENT RESPONSE]. Who in your life currently supports your growth and development? [CLIENT RESPONSE].","Starting intake exclusively with problems and challenges. Failing to document strengths creates a deficit-only framing that can limit the coaching approach and overlooks assets the coach should be leveraging.",{"name":311,"plain_english":312,"sample_language":313,"common_mistake":314},"Scope of engagement and non-therapy disclaimer","Defines what coaching is and is not, clarifying that the coach does not provide therapy, medical advice, or legal counsel, and that the client accepts responsibility for their own decisions.","Coaching is a forward-focused developmental process and is not a substitute for psychotherapy, medical treatment, or legal advice. [CLIENT NAME] acknowledges that all decisions made during or as a result of coaching sessions are the client's sole responsibility.","Omitting the non-therapy disclaimer entirely or burying it in fine print. Regulatory bodies in multiple jurisdictions have sanctioned coaches for inadvertently providing unlicensed counseling when no scope boundary was established in writing.",{"name":316,"plain_english":317,"sample_language":318,"common_mistake":319},"Confidentiality acknowledgment","Commits the coach to keeping session content confidential, lists the narrow exceptions (risk of harm, legal compulsion), and confirms the client's understanding of those limits.","All information shared in coaching sessions is treated as confidential. Exceptions include: (a) imminent risk of harm to the client or others; (b) a court order requiring disclosure. Client acknowledges these limitations by signing below.","Promising absolute confidentiality without carving out mandatory reporting exceptions. An unqualified confidentiality promise cannot be honored if the client discloses intent to harm themselves or others, exposing the coach to legal liability.",{"name":321,"plain_english":322,"sample_language":323,"common_mistake":324},"Client acknowledgment and signature","A signature block confirming the client has read and understood the intake document, consented to the coaching process, and agreed to the terms stated.","By signing below, [CLIENT NAME] confirms that the information provided is accurate and that they have read, understood, and agreed to the terms of this intake document. Signature: ___________ Date: [DATE].","Collecting the signature by email reply or checkbox without retaining a timestamped copy. Without a signed, stored record, the coach cannot demonstrate informed consent if a dispute arises later.",[326,331,336,341,346,351,356,361],{"step":327,"title":328,"description":329,"tip":330},1,"Customize the header with your coaching practice details","Replace the placeholder practice name, logo, contact information, and coach credentials at the top of the document. Include your professional certification body (e.g., ICF, BCC) if applicable.","Adding your certification body's name and your credential level (ACC, PCC, MCC) immediately signals professional credibility to new clients.",{"step":332,"title":333,"description":334,"tip":335},2,"Tailor the presenting challenge and goals questions to your niche","Adjust the open-ended questions in sections 2 and 3 to reflect your coaching specialty — leadership, career, health, or business. Generic questions produce generic answers.","Limit open-ended questions to no more than eight across the entire form. More than that causes intake fatigue and incomplete submissions.",{"step":337,"title":338,"description":339,"tip":340},3,"Add or remove the prior coaching history section based on your practice type","Keep this section for life, health, and wellness coaches where overlap with therapy is a risk. It may be abbreviated for pure business or skills coaching where mental health crossover is unlikely.","If your practice regularly serves clients who may also be in therapy, add a release-of-information option so you can coordinate with their therapist if needed.",{"step":342,"title":343,"description":344,"tip":345},4,"Review and localize the non-therapy disclaimer","Confirm the disclaimer language is appropriate for your jurisdiction. In the US, state-level counseling boards have specific language requirements; in the UK, the BACP and ICF UK have published guidance on scope statements.","If you are ICF-credentialed, align the disclaimer language with the ICF Code of Ethics definition of coaching to ensure consistency.",{"step":347,"title":348,"description":349,"tip":350},5,"Complete the confidentiality acknowledgment with jurisdiction-specific exceptions","Add any mandatory reporting obligations that apply in your location — for example, child protection reporting requirements differ between the US, Canada, the UK, and EU member states.","Consult your professional liability insurer's recommended confidentiality language. Most coaching insurers provide a template clause that meets their coverage requirements.",{"step":352,"title":353,"description":354,"tip":355},6,"Set up the signature and date fields","Include a signature line, printed name field, and date for both the client and the coach. Both signatures create a bilateral record, not just a client acknowledgment.","Use Business in a Box eSign to timestamp execution and store the completed intake form in a client file automatically.",{"step":357,"title":358,"description":359,"tip":360},7,"Send the form before the discovery call, not after","Distribute the intake document at least 48 hours before the first session so you can review responses and prepare tailored questions. Reading it cold during the call wastes session time.","Include a one-sentence instruction in your onboarding email explaining why the form matters — clients who understand the purpose complete it more thoroughly.",{"step":362,"title":363,"description":364,"tip":365},8,"Archive the completed form in a secure client record","Store the signed intake document in a password-protected client file or secure practice management system. Retain it for the duration of the coaching relationship plus the minimum period required by your jurisdiction's data protection rules.","Under GDPR, client intake data is personal data — storing it in an unencrypted email folder is non-compliant. Use a dedicated coaching platform or encrypted cloud storage.",[367,371,375,379],{"mistake":368,"why_it_matters":369,"fix":370},"Promising absolute confidentiality without exceptions","If a client discloses intent to harm themselves or others, an unqualified confidentiality promise forces the coach to choose between their legal duty and a written commitment they cannot honor.","Always include a confidentiality clause that explicitly carves out exceptions for imminent risk of harm and legal compulsion, and ensure the client signs acknowledgment of those limits.",{"mistake":372,"why_it_matters":373,"fix":374},"Omitting the non-therapy disclaimer","Without a written scope boundary, a coach can inadvertently cross into unlicensed counseling territory — which regulatory bodies in the US, Canada, and the UK have acted on in disciplinary proceedings.","Include a plain-language statement clarifying that coaching is not therapy, is not a substitute for medical or mental health treatment, and that the client is responsible for their own decisions.",{"mistake":376,"why_it_matters":377,"fix":378},"Skipping the client signature","An unsigned intake form is a worksheet, not a consent record. Without a client signature, the coach cannot demonstrate that the client understood and agreed to the terms if a dispute or complaint arises.","Require a handwritten or verified electronic signature on the completed intake document before the first paid session begins, and retain a timestamped copy.",{"mistake":380,"why_it_matters":381,"fix":382},"Using identical intake questions across every coaching niche","Generic questions produce surface-level answers that don't give the coach enough context to design a purposeful first session, signaling a lack of specialization to the client.","Customize at least the goals and presenting-challenge sections to reflect the specific coaching context — leadership, career, health, or business — so responses are actionable before session one.",[384,387,390,393,396,399,402,405,408],{"question":385,"answer":386},"What are initial coaching questions?","Initial coaching questions are the structured set of questions a professional coach sends to a new client before their first session to gather essential background information. They typically cover the client's presenting challenges, goals, prior coaching or therapy history, preferred working style, and consent to the coaching process. The completed form gives the coach a factual baseline to work from and creates a signed record of the client's informed consent.\n",{"question":388,"answer":389},"Why does a coaching intake form need a signature?","A signature transforms the intake form from an informal worksheet into a binding consent record. It documents that the client has read and understood the scope of coaching, the confidentiality terms, the non-therapy disclaimer, and the coach's limitations. Without a signed copy on file, a coach has no documentary evidence to rely on if a client later disputes what was agreed or files a complaint with a professional body.\n",{"question":391,"answer":392},"Is an initial coaching questions form legally binding?","The consent and acknowledgment sections of a properly executed intake form are generally enforceable in most jurisdictions when both parties sign and the terms are clearly stated. However, the form is typically used alongside a separate coaching agreement that governs fees, cancellation, and engagement terms. The intake form establishes informed consent; the coaching agreement establishes the commercial relationship. Together, they constitute the full onboarding documentation.\n",{"question":394,"answer":395},"What is the difference between an initial coaching questions form and a coaching agreement?","An initial coaching questions form is a client intake and consent document focused on gathering information about the client's background, goals, and needs before coaching begins. A coaching agreement is a commercial contract governing fees, session frequency, cancellation policy, payment terms, and intellectual property. Most professional coaches use both: the intake form captures who the client is and what they need; the agreement governs how the engagement is structured and paid for.\n",{"question":397,"answer":398},"How detailed should initial coaching questions be?","Detailed enough to give the coach actionable context before session one, but not so lengthy that clients abandon the form before finishing. A well-designed intake document typically runs 8–12 open-ended questions covering presenting challenge, goals, history, strengths, and logistics, plus the consent and signature sections. Anything beyond 15 questions risks intake fatigue and incomplete submissions.\n",{"question":400,"answer":401},"Should I include mental health screening in my coaching intake form?","Coaches are not licensed to diagnose mental health conditions, so clinical screening instruments (such as PHQ-9 or GAD-7) are outside a coach's scope of practice in most jurisdictions. However, it is appropriate to ask whether the client is currently working with a therapist or mental health provider and to include a clear non-therapy disclaimer. If a client's responses suggest they may need clinical support, the coach's ethical obligation is to refer them to a qualified professional rather than proceed with coaching.\n",{"question":403,"answer":404},"Do coaching intake forms need to comply with data protection laws?","Yes. Coaching intake forms collect personal data — names, contact details, health-adjacent information, and sensitive personal circumstances — which is subject to data protection regulations in most jurisdictions. In the EU and UK, GDPR requires coaches to state a lawful basis for processing, retain data only as long as necessary, and store it securely. In Canada, PIPEDA and provincial privacy laws apply. In the US, there is no single federal standard, but state laws such as California's CCPA may apply depending on the coach's client base.\n",{"question":406,"answer":407},"What confidentiality exceptions should a coaching intake form include?","At minimum, the confidentiality section should carve out two exceptions: imminent risk of harm to the client or a third party, and legal compulsion such as a court order or subpoena. Coaches working with minors, or in jurisdictions with mandatory reporting obligations for child or elder abuse, should add those exceptions explicitly. Stating these limits in writing and obtaining the client's signature protects the coach legally and ensures the client enters the relationship with realistic expectations.\n",{"question":409,"answer":410},"Can I use the same intake form for group coaching and individual coaching?","A standard individual intake form is not directly transferable to group coaching without modification. Group coaching adds complexity around intra-group confidentiality — each participant needs to acknowledge that other group members will hear their contributions, and the coach should address how confidentiality obligations apply between participants, not just between client and coach. A separate group coaching intake section or addendum is recommended when running cohorts or group programs.\n",[412,416,420,424],{"industry":413,"icon_asset_id":414,"specifics":415},"Professional coaching practices","industry-professional-services","ICF-credentialed coaches use intake forms to satisfy competency requirements around establishing the coaching agreement and creating client awareness from the first interaction.",{"industry":417,"icon_asset_id":418,"specifics":419},"HR and talent development","industry-hr","Internal coaches and L&D teams use standardized intake forms to ensure consistent onboarding across leadership development programs and maintain confidentiality within the organization.",{"industry":421,"icon_asset_id":422,"specifics":423},"Healthcare and wellness","industry-healthtech","Health and wellness coaches require intake forms that include explicit non-medical disclaimers and data handling provisions aligned with HIPAA (US) or equivalent privacy rules.",{"industry":425,"icon_asset_id":426,"specifics":427},"Education and academic coaching","industry-education","Academic and student success coaches use intake forms to document learning goals, academic history, and any accessibility accommodations relevant to the coaching approach.",[429,432,436,440],{"vs":39,"vs_template_id":430,"summary":431},"coaching-agreement-D13124","A coaching agreement is the commercial contract that governs fees, session frequency, cancellation policy, and payment terms. An initial coaching questions form is an intake and consent document that captures client background, goals, and acknowledgment of scope before coaching begins. Both are required for a fully documented coaching engagement — the intake form informs the work; the agreement governs the commercial relationship.",{"vs":433,"vs_template_id":434,"summary":435},"Consulting Agreement","consulting-agreement-D133","A consulting agreement governs a deliverable-based professional services relationship where the consultant provides expert advice or output. Coaching is a facilitated developmental process — the coach does not provide answers or deliverables. The intake questions form reflects this distinction by focusing on client goals and self-discovery rather than project scope or deliverables.",{"vs":437,"vs_template_id":438,"summary":439},"Therapy Intake Form","D{THERAPY_INTAKE_ID}","A therapy intake form is a clinical document used by licensed mental health professionals to assess diagnoses, treatment history, and risk factors. A coaching intake form explicitly excludes clinical assessment and includes a non-therapy disclaimer to establish that the relationship is developmental, not therapeutic. Using a therapy-style intake form for coaching can inadvertently imply a clinical scope the coach is not qualified to deliver.",{"vs":441,"vs_template_id":442,"summary":443},"Client Onboarding Checklist","D{CLIENT_ONBOARDING_ID}","A client onboarding checklist is an operational tool listing the administrative tasks to complete when a new client is added — sending contracts, setting up billing, booking sessions. An initial coaching questions form is a substantive document the client completes themselves, capturing their goals and consenting to the coaching process. The checklist manages the coach's workflow; the intake form establishes the client relationship.",{"use_template":445,"template_plus_review":449,"custom_drafted":453},{"best_for":446,"cost":447,"time":448},"Independent coaches onboarding individual clients for standard life, career, or business coaching","Free","15–20 minutes to customize",{"best_for":450,"cost":451,"time":452},"Coaches working in regulated-adjacent fields (health, mental wellness) or onboarding corporate clients with data protection obligations","$200–$500 for a one-hour legal or compliance review","1–3 days",{"best_for":454,"cost":455,"time":456},"Coaching practices scaling to multiple coaches, group programs, or corporate enterprise clients with GDPR or HIPAA data processing agreements","$800–$2,500+","1–2 weeks",[458,463,468,473],{"code":459,"name":460,"flag_asset_id":461,"note":462},"us","United States","flag-us","Coaching is not a licensed profession at the federal level, but coaches working in health-adjacent niches must comply with FTC truth-in-advertising rules and, where applicable, HIPAA if they handle protected health information. State-level counseling board regulations vary — some states have taken action against individuals providing services resembling therapy without a license. The non-therapy disclaimer and scope clause are particularly important in states with active counseling licensure enforcement such as California and New York.",{"code":464,"name":465,"flag_asset_id":466,"note":467},"ca","Canada","flag-ca","Coaching is unregulated federally and provincially in Canada, but provincial privacy laws — including PIPEDA and Quebec's Law 25 — apply to any personal data collected during intake. Quebec's Law 25 imposes consent and data minimization requirements stricter than PIPEDA, and coaches with Quebec-based clients should ensure their intake form includes a compliant consent statement in French. The non-therapy disclaimer should reference that coaching is distinct from services provided under provincial regulated health professions acts.",{"code":469,"name":470,"flag_asset_id":471,"note":472},"uk","United Kingdom","flag-uk","UK GDPR and the Data Protection Act 2018 apply to all personal data collected in coaching intake forms. Coaches must identify a lawful basis for processing (typically legitimate interests or contract performance), provide a privacy notice, and store data securely. The ICF UK and EMCC have published ethical guidelines recommending written scope-of-coaching statements. Coaches affiliated with the BACP should ensure their intake forms align with BACP's Ethical Framework for the Helping Professions where applicable.",{"code":474,"name":475,"flag_asset_id":476,"note":477},"eu","European Union","flag-eu","GDPR applies to all personal data collected from EU-based clients, including intake forms sent by coaches based outside the EU. Coaches must state a lawful basis for processing, provide a data subject rights notice, and not transfer data to non-adequate third countries without safeguards. Sensitive personal data disclosed by clients during intake — health information, mental health history — requires explicit consent under Article 9 GDPR. Data minimization principles mean coaches should collect only information directly necessary for the coaching engagement.",[230,479,480,481,482,483,484,485,486,487,488,489],"consulting-agreement---long-D12543","non-disclosure-agreement-nda-D12692","service-agreement-D12711","independent-contractor-agreement-D160","information-security-policy-D13552","how-to-review-employee-performance-D12595","leadership-development-plan-D13997","meeting-agenda-D13848","disciplinary-action-policy-D13486","business-goals-D13252","engagement-letter-D13681",{"emit_how_to":190,"emit_defined_term":190},{"primary_folder":152,"secondary_folder":492,"document_type":493,"industry":494,"business_stage":495,"tags":496,"confidence":502},"employee-development","form","consultants-and-contractors","all-stages",[497,498,499,500,501],"coaching","onboarding","intake-form","client-engagement","consent",0.72,"\u003Ch2>What is an Initial Coaching Questions Document?\u003C/h2>\n\u003Cp>An \u003Cstrong>Initial Coaching Questions\u003C/strong> document is a structured intake and consent form that a professional coach uses to gather essential information about a new client before the first coaching session takes place. It captures the client's presenting challenges, goals, prior coaching or therapy history, preferred working style, and availability, and concludes with a signed acknowledgment that the client understands the scope, confidentiality terms, and limitations of the coaching relationship. Unlike a casual pre-call email exchange, a properly completed intake form creates a documented record of informed consent that protects both the coach and the client from the outset of the engagement.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Starting a coaching engagement without a completed intake form is the single fastest way to waste your first session and expose yourself to professional risk. Without documented goals, you have no baseline against which to measure progress or demonstrate value. Without a signed non-therapy disclaimer, a client who needed clinical support — not coaching — can hold the coach responsible for outcomes that were never within the scope of coaching to deliver. Regulatory bodies in the United States, Canada, and the United Kingdom have taken disciplinary action against coaches who crossed into unlicensed counseling territory precisely because no written scope boundary existed. A signed intake form also creates the foundation your coaching agreement builds on — together, they constitute the complete onboarding record every professional coaching engagement requires. This template gives you that foundation in 20 minutes, formatted and ready to customize for your niche.\u003C/p>\n",1779480637556]