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.
Get a sneak peek at Bart Smith's Coaching Client Forms, Client Logs, Contracts & Agreement Forms by previewing a few of the hand-picked form excerpts below. If you like what you see here, then you'll definitely want to get the forms for your coaching (or consulting) business, customize them after downloading them and begin to use them. That said, enjoy these excerpts!
EXCERPT #1
Here’s your way of saying “welcome to coaching with me”, and how you look forward to working with them to achieve their goals. This letter also states ...
EXCERPT #2
The COACHING TERMS OF AGREEMENT is one of the most important forms you could ever use with a coaching client. This form outlines your role ...
EXCERPT #3
This is the form you give your clients upon their first coaching session with you. They are to take a moment to fill in this form, which helps you better get to know them, where they’re at and some background information ...
EXCERPT #4
The CLIENT SELF-ASSESSMENT FORM is a rich 49-QUESTION, 5-PAGE form document that goes deep into helping you learn more about your client before you ever start your first session. This form alone is the key to ...
EXCERPT #5
This 2-page coaching terms and agreement form is used exclusively for those FREE starter session coaching clients.
EXCERPT #6
This is a 2-form bundle, one for the coach and one for the client. These forms are used to help both of you ...
EXCERPT #7
This Excel spreadsheet contains 3 very informative worksheets that can be used to track your hours coaching (both free and paid), hours training and hours learning.
“Welcome To Coaching With Me!”
(1-Page Letter)
Coaching Client Forms Excerpt
Copyright © 2024 by Bart Smith
Reprinted by Permission
Here’s your way of saying “welcome to coaching with me”, and how you look forward to working with them to achieve their goals. This letter also states what’s inside their welcome packet, which you might customize for your own clients, along with instructions on how to prepare new clients for your first session together.
Just imagine what your client will think (about you and working with you) when they get a professional letter like this. You can either mail it or send it as an attachment (in PDF) or both (eMail + mail).
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Coaching Terms & Agreement
(2 PAGES)
Coaching Client Forms Excerpt
Copyright © 2024 by Bart Smith
Reprinted by Permission
The COACHING TERMS OF AGREEMENT is one of the most important forms you could ever use with a coaching client. This form outlines your role and responsibility as their coach, as well as the obligation your client has to you.
This is the perfect form for you to gather all your clients information, payment terms and information, outline terms of your coaching agreement, refund policies, call-in procedures, cancellation policy, termination policy, confidentiality clause, client responsibility, and a limited liability statement on your behalf.
All that in this powerful, well-written coaching agreement form. Your client simply fills it in, signs it and sends it to your prior to coaching with you. Simple. Done. Collect their payment and start coaching them.
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Client Personal "Intake Form"
(1 PAGE)
Coaching Client Forms Excerpt
Copyright © 2024 by Bart Smith
Reprinted by Permission
This is the form you give your clients upon their first coaching session with you. They are to take a moment to fill in this form, which helps you better get to know them, where they’re at and some background information that might help with developing a quick foundation for going forward.
When finished, the client can either fax, scan/email, mail or personally deliver this completed form to you. Once you receive and review it, you can commence with coaching them.
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Client "Self-Assessment" Form
(5 PAGES)
Coaching Client Forms Excerpt
Copyright © 2024 by Bart Smith
Reprinted by Permission
The CLIENT SELF-ASSESSMENT FORM is a rich 49-question, 5-page form document that goes deep into helping you learn more about your client before you ever start your first session. This form alone is the key to unlocking what’s going on inside your client so you can kick-off your first coaching session with a bang!
In so many ways, using a form like this is so much more effective when it comes to asking certain kinds of questions. For example, when you ask certain questions on paper, rather than verbally, the client has more time to think about their answer. Hence, the information you get in return is much more thought out, personal and detailed.
This form also draws the client closer into a coaching relationship with you. “Wow, I’m really telling my coach a lot about me. I look forward to working with them after I spill my mind, heart and soul out to him/her.”
Once you receive this form, take a few days to study it. Formulate your own questions to ask. Such as, “You said xyz to question #14, can you tell me more about that?” INSTANT DIALOGUE is what you’ll have when you get this form back. Get this form. Your client and coaching business will thank you for it.
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Free Coaching Session Agreement
(2 Pages)
Coaching Client Forms Excerpt
Copyright © 2024 by Bart Smith
Reprinted by Permission
This 2-page coaching terms and agreement form is used exclusively for those FREE starter session coaching clients. It is used to collect client contact information, session information, projected package and pricing, start/finish times, number of free sessions, duration of free sessions, payment fee (optional), call-in procedures, free coaching confidentiality clause, the difference between free and paid coaching (so the client knows), and more.
This Free Coaching Session Agreement is used to help your client get a feel for how you operate, coach and if working with you can be of assistance to helping them meet their goals. It also helps those free session clients take your time seriously. “Here, please fill in this form before we get started.”
Using a form like this transitions clients nicely into paid coaching sessions where there are other forms for them to fill out also. Once your client fills in this form, you can begin coaching them.
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Coaching Session Summary Forms (Coach+Client)
(2 Pages)
Coaching Client Forms Excerpt
Copyright © 2024 by Bart Smith
Reprinted by Permission
This is a 2-form (2-page) bundle, one form for the coach and one form for the client. These forms are used to help both of you summarize what you gained from each call.
CLIENTS can use this form to make notes of what they got out of a specific coaching session. They can print new blank forms for each coaching session, and keep them in a folder after they fill them out. Even though clients might type out (more in depth) notes into their computer, it’s a good idea (during the coaching session) to jot down talking points, ideas, tidbits or memory joggers on paper IN THE MOMENT when they come to you. THEN, transfer them to the computer afterwards. The client can also send you their filled in form after each session if you request it.
COACHES can use this form to make notes of what you took away from a specific coaching session with a client, as the coach. Print a new blank form for each coaching session, and keep them in the client’s folder. Even though you might transfer (more in depth) notes to a computer, it’s a good idea to jot down talking points, ideas, tidbits or memory joggers on paper IN THE MOMENT when they come to you. THEN, transfer them to the computer.
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Coaching / Speaking Hour Log
(1 Excel Spreadsheet / File)
Coaching Client Forms Excerpt
Copyright © 2024 by Bart Smith
Reprinted by Permission
This Excel spreadsheet contains 3 very informative worksheets that can be used to track your hours coaching (both free and paid), hours training and hours learning. If you ever want to get certified by a particular organization that certifies coaches, they will ask you how many hours you have coached others. Well, don’t guess, be precise.
As you coach others, document that time in this Excel spreadsheet which can calculate the number of hours (coaches free and paid sessions) to the decimal. Over the years, you can literally see exactly how many hours you have coached. You’ll be amazed at how the number can grow!
If you don’t track your hours, years later, what number will you guess that you’ve coached? Don’t guess, know exactly. Get this Excel spreadsheet I created for you.
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