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Coaching Client Forms, Client Logs, Contracts & Agreement Forms
Presented by Bart Smith
PRESENTATION DETAILS
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, one's 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.
Bart Smith, author of Rich Coach Broke Coach, will go over each form, what they're used for and how you can get your hands on them for use in your own coaching business.
YOU WILL LEARN
Here's what your audience will learn during this presentation on this topic:
Why is it important for coaches to use coaching client forms, agreements, logs and journals in their coaching business? What happens if they don't?
What types of forms, logs and agreements are there and what does each form do for the coach and the client:
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)
How do you get such forms and are they customizable?
... and so much more! This is going to be a jam-packed / info-packed talk for sure!
DURATION / FORMAT
TIME: 45 Minutes. Can be longer if you want or shorter too. Let's discuss.
FORMAT: Can be presented online via Zoom/webinar or live, in-person. Let's discuss.
FEE: No fee for this talk if online via Zoom/webinar. Traveling to your location, and making this presentation in-person may incur fees. Let's discuss.
Contact Bart's office to see if he has a calendar opening to speak to your group on this topic (and possibly others). Your inquiry will surely receive a prompt reply. In a hurry? Call Bart's office directly at (323) 510-5155 PST.
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