"Coaching Client Forms"
& Agreement Bundle
by Bart Smith
Every coach (i.e., life, personal and/or business coach) needs their own set of customized coaching/client agreement forms, assessment forms, intake forms, feedback forms, call record forms/logs, and many others to help run a PROFESSIONAL and successful coaching business.
Without the use of these forms, your coaching business is like a kite in the wind with clients and information and progress blowing all around and without any structure, organization or efficiency in client format. These forms come straight out of my book, Rich Coach Broke Coach, ready for you to customize with your company name, contact information, etc. Just purchase, download, and customize.
13 Coaching Forms (Word)
1 Coaching Log (Excel)
Download & Customize
Instant Access After Purchase
PREVIEW MY FORMS
Take a look at my coaching client forms. I know you’ll find them to be so useful and I’ll save you hours of drafting these documents yourself. Take a look! If you like what you see, purchase them and get instant access to them. Download them, customize them and start using them in your coaching business.
COACHING FORMS BUNDLE
Every coach (i.e., life, personal and/or business coach) needs their own set of customized coaching/client agreement/assessment forms to help run a successful coaching business. Because many coaches, and those who aspire to be coaches, don’t have such forms or know how to create them, I have taken the time to create (and share) the same ones I use with you.
1. Welcome Letter
2. Coaching Client Agreement
3. Client Intake Form
4. Client Self-Assessment Form
5. Free Coaching Gift Certificates
6. Free Coaching Session Agreement
7. Coaching Session Preparation Form
8. Coaching Session Summary Forms
9. Client Call Record (For The Coach)
10. The Wheel Of Life Form
11. Goals & Action Questions
12. Coaching Period Summary Forms
13. Client Feedback/Testimonial Form
14. Coaching / Speaking Hour Log (Excel)
As you can see, the list of coaching forms above is a very complete set of forms to launch any coaching business successfully. While each form is sold separately, you can download every form in a single bundled product after your purchase below.
INSTANT ACCESS JUST $27
COACHING CLIENT FORMS BUNDLE
“I think we can all relate to where we reach that point in developing our coaching business when we need contracts, forms and agreements to work with our clients. Well, knowing how much work and expertise is involved creating contracts from scratch, I knew I’d be better off going online and finding a resource to save me that time/energy. Who popped up in my search results over and over? Bart Smith and his Coaching Client Forms bundle. I looked things over and for the price, wow, I couldn’t say now. In the time I ordered my forms, downloaded them and started to customize them … I had more fund doing all that than I would have if I had to create them from the beginning. I wouldn’t even know where to start. He’s taken all the guess work out of what forms to have, use and because he’s provided so much, you can easily scale back and use only the forms you need. Great work and thank you, Bart.”
“I knew I needed coaching forms and agreements when I started my coaching business. The problem was, WHO was going to write them, would I cover everything, and did I even want to spend the time doing it? Drafting contracts and agreements can be a very daunting task for anyone who isn’t familiar with drafting contracts, logs and agreements. Even when you get certified as a coach, typically, they NEVER hand you the forms you need to run your business when you receive your certificate. So, I went looking online and that’s when I found Bart’s coaching client forms. What a blessing. I couldn’t find anyone who had as many contracts/forms for sale, in a single bundle and with so much detail as Bart did with his coaching client forms. I’m so glad I bought them. Customizing them was a cinch, and actually a lot of fun. Bart makes it so easy. Just download, open up the file(s) and start customizing them.”
“I really want to thank Bart for creating these forms. They gave me so many ideas on how to better structure and organize my coaching and consulting business when it comes to how I work with my clients. Customizing them was easy since they’re in Microsoft Word. Just download the forms, choose which one you want to customize first and print. Easy. I love handing them out to my clients. Makes me feel good and the client sees how organize I am.”
“I knew I needed coaching forms and agreements when I started my coaching business. The problem was, who was going to write them, would I cover everything, and did I even want to spend the time doing it? Drafting contracts and agreements can be a very daunting task for anyone who isn’t familiar with drafting contracts. So, I went looking online and that’s when I found Bart’s coaching forms. I couldn’t find anyone who had as many contracts for sale, in a bundle and with such detail as Bart did. I’m so glad I bought them.”
Simply ask yourself, "what coach / coaching business would be complete, formal and work most efficient with the use of these coaching client forms and agreements?" Ever walk into a doctor’s office and they didn't stick a clipboard in your hand with a form to fill out? Exactly!
As a coach, you should have that same mentality. Instead of saying, “Let’s have a phone call to get started and see how we work together…,” stick a self-assessment or new client form in their hand. Get them to fill in any one of the new client related forms so they start acting (and feeling ) like a paid client.
For example, after the client completes their self-assessment form, they actually could be selling themselves on your coaching services by way of learning more about ways they need your help. “Wow, I didn’t know this about myself and how much I needed to work on. I bet hiring you as my coach could really could help me go from point A to point B. I can’t wait to get started.”
What’s nice is you can place these forms up on your website in a variety of different ways or have them readily available on your computer to eMail any prospective client to get them started right away.
Again, these forms are customizeable to your liking after purchase.