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Turn Coaching Chaos Into Clarity & Structure: Bart Smith Launches “Coaching Client Forms, Client Logs, Contracts & Agreement Forms” Training Class For Coaches Who Want Order, Protection & Profit
Streamline onboarding, protect your practice, and boost client retention with Bart’s proven forms and workflows—drawn from his business book for coaches, Rich Coach | Broke Coach.
LAS VEGAS, NV — September 12, 2025 — Most coaching problems aren’t coaching problems—they’re paperwork problems. Author, speaker, and trainer Bart Smith today announced a high-impact workshop, “Coaching Client Forms, Client Logs, Contracts & Agreement Forms,” designed to help coaches install professional systems that prevent scope creep, clarify expectations, and keep clients progressing session after session. Details and booking options are available at:
Program Details Page
BartSmith.com/book-bart-smith-to-train-your-audience-how-and-why-they-should-be-using-barts-coaching-client-forms
Forms Details Page
BartSmith.com/coaching-client-forms-by-bart-smith
Without the use of these forms, your coaching business is like a kite in the wind," says Smith, "with clients and information and progress blowing all around and without structure, organization or efficiency in how you work with a coaching client. This also kills a coach's credibility faster than they can say, 'I thought they (prospective client) wanted to work with me.'"
What This Training Delivers
• Intake & Readiness: discovery questionnaires, goal-setting worksheets, fit/expectation forms.
• Session Management: coaching session logs, progress trackers, accountability sheets, next-step summaries.
• Business Protection: scope-of-work definitions, coaching agreements, confidentiality/IP & media consents, cancellation/no-show/refund policies, credit-card authorization, testimonial releases.
• Operations & Retention: onboarding checklists, CRM notes, renewal scripts, subscription/billing language, off-boarding & win-back templates.
What Coaching Client Forms Are Discussed
Specifically, here are the coaching client forms, logs and agreements Bart discusses and what each form does 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)
... and so much more! This is going to be a jam-packed / info-packed talk for sure!
Who It’s For
Personal, business, health/wellness, and specialty coaches who want to:
• Elevate professionalism and perceived value ...
• Reduce administrative friction and legal/financial risk ...
• Improve client outcomes, renewals, and referrals with structure and order ...
• Build a scalable, repeatable coaching machine with order and format no matter the size of your coaching business ...
Formats To Fit Your Audience
Smith delivers this program live via Zoom, YouTube Live, Instagram Live, TikTok Live, in-person, in-studio, or pre-recorded—with optional Q&A, hot seats, and custom modules for your audience.
• Organizations, conferences, creator communities, and masterminds can invite Bart to speak or run this training here: BartSmith.com/invite-bart-smith-to-speak
• Media / interview requests (can be paired with a live demo): BartSmith.com/interview-bart-smith
• Learn more about Bart and working with him: BartSmith.com/about
Based On Bart’s Business Book For Coaches
This coaching client forms training draws from Bart’s coaching business manual, Rich Coach | Broke Coach, which can be found here BartSmith.com/rich-coach-broke-coach-by-bart-smith), translating its best practices into ready-to-use coaching client forms.
About Bart Smith
Bart Smith is a Las Vegas–based author of 30+ books, speaker, trainer, and coach known for pragmatic, high-energy programs that help creators and business owners execute with clarity. Through books, audiobooks, classes, and live trainings, Smith equips audiences with step-by-step systems for marketing, media, content, productivity, and coaching business growth. Explore Bart’s work at BartSmith.com.
Learn more at his websites and social media channels:
Website (1) → BartSmith.com
Website (2) → BartsCookies.com
YouTube → @BartSmithWorld
LinkedIn → BartSmith.com/linkedin
Interviews & Appearances
Bart is available for interviews in flexible and convenient formats:
• Telephone
• Zoom
• In-person / In-studio
• Instagram Live
• YouTube Live
• TikTok Live
• Panel (Multiple Interviewers)
• Group (Multiple Interviewees)
• Q&A Article Format
Whether your medium is broadcast, digital, print, blog, podcast, or social media, Bart can adapt to your platform’s style and offer giveaway prizes (i.e., a dozen cookies to 1-3 random winners, one of his books, a call with Bart, etc.) to your audience when allowed or appropriate.
Request An Interview
To request an interview with Mr. Smith, please contact his office. Thank you for considering Bart Smith for your media coverage. He'd love to be a part of your story.
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INTERVIEW BART SMITH
I'd love to be interviewed by you and be on your show. I have so much to say and would love to answer questions you might have as they pertain to this book or any of my other books, websites, videos, etc.
I look forward to speaking with you,
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