🧭 Built for UK life & business coaches

Your coaching practice, professionally documented.

ChatGPT writes agreements for "consultants." These are for UK coaches — confidentiality clauses for commercially sensitive information, refund terms that hold after session one, and session boundaries that protect both parties from dispute.

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10 social captions for coaches — client wins, programme launches
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Launching your coaching practice — business setup checklist
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● Online · Ask about contracts, refunds, confidentiality
Hi! I'm Sage. I know everything about running a self-employed coaching practice in the UK — agreements, confidentiality, refund policies, ICF ethics, client disputes, and professional boundaries. What's on your mind?
Why coaches trust this: ICF Ethics Compatible Non-Solicitation Protected Refund Terms That Hold Life & Business Coaching
8 professional documents
30 sec autofill
UK-specific contract terms
Fully editable in browser
What's Included

Every document a UK coach needs

Written for UK law. Works for life coaches, business coaches, career coaches, and executive coaches.

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Coaching Agreement

Scope of coaching, number of sessions, fees, what coaching is (and is not), and what happens if either party needs to end the arrangement.

Included — Starter
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Session Terms & Scheduling Policy

Session length, rescheduling notice, what happens with missed sessions, and how between-session contact works.

Included — Starter
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Refund & Cancellation Policy

What the client is entitled to if they cancel partway through a programme. Clear, fair, and legally sound.

Included — Starter
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Client Onboarding Questionnaire

Goals, current situation, what they want from coaching, previous coaching experience. Sets the foundation for effective work together.

Included — Starter
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Confidentiality Clause

What both parties agree to keep confidential, for how long, and the exceptions (safeguarding, legal requirement). Essential for business coaching.

Included — Starter
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Group Programme Agreement

Group confidentiality rules, ground rules, cancellation and refund terms for programme participants — covers the expectations that cause disputes in group settings.

Pro
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Testimonial & Case Study Consent

Granular consent for name use, video, written case studies, social media, and withdrawal rights. Essential if you publish client stories or coaching results.

Pro
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Associate Coach Agreement

For sub-contracted coaches — self-employed status, quality standards, non-solicitation clause, and payment terms. Protects your client base and reputation.

Pro
Business templates — also included
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Discovery Call Checklist

Questions to work through before taking on a new client: goals, timeline, budget, expectations, and red flags to listen for. Helps you qualify leads and move from conversation to signed agreement — without undercharging because the call felt awkward.

Included — Starter
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Mid-Programme Progress Review

Structured halfway check-in covering progress against original goals, what's working, what to adjust, and how to reframe setbacks. Keeps clients engaged at the point they're most likely to go quiet — and documents your coaching approach.

Included — Starter
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Programme Completion & Review Request

End-of-programme wrap-up email and testimonial prompt — sent at the moment the client's experience is freshest. Includes a direct ask for a review, a case study option, and a soft offer to continue. One email that does three jobs.

Included — Starter
How It Works

Done before your discovery call ends

1

Enter your details once

Your name, coaching business name, and contact details. About 20 seconds.

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Every document fills automatically

All documents update instantly — ready to send to a new client.

3

Email or download

Send as PDF, share a link, or have clients sign digitally. Professional from day one.

See it in action

From blank form to signed programme agreement in minutes

Enter your details once. Every coaching agreement autofills, sends to the client, and comes back signed — ready before the first session.

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Email sent to

They'll receive a link to review and sign the agreement. You'll both get a signed copy by email the moment they sign.

Client view — Sign your agreement
Draw your signature below
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Agreement signed!

Why CoachingAgreements

Not a consultant contract. Not a ChatGPT agreement. Built for coaches.

Coaching agreements need to do what generic contracts don't — define what coaching actually is, set refund terms clients can't dispute later, and protect commercially sensitive information.

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Defines coaching — not just "service"

Your agreement distinguishes coaching from therapy and consultancy — legally important if a client later claims it caused harm or didn't deliver what was "promised."

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Refund terms that hold after session one

Clear no-refund-after-start terms are standard and legally enforceable when they're in the agreement clients sign before session one. Not something you add later.

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UK-specific confidentiality

Written for commercially sensitive business coaching information. With exceptions for safeguarding and legal disclosure — the points UK courts actually look for.

One mid-programme refund dispute takes more time to resolve than this subscription costs to pay. £29 for agreements that protect your income from the first session.

Get Protected — £29/yr
Pricing

£29 for the whole year.

Less than one mid-programme refund dispute costs you in time alone.

Free

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Starter

£29 /year

£2.42/month — less than a coffee

  • All coaching agreements, ready for new clients
  • Autofill — enter your coaching name and niche once
  • Sage — scope of practice, refund disputes, programme boundaries
  • 10 social captions for coaches (client wins, programme launches, discovery calls)
  • Launching your coaching practice — setup checklist
  • Download as PDF to send before first session
  • Free updates as ICF or EMCC standards evolve
Get All Documents →
Pro

Pro

£49 /year

Everything in Starter, plus:

  • Group Programme Agreement (cohorts, masterminds, memberships)
  • Testimonial & Case Study Consent Form
  • Associate Coach Agreement (bringing in other coaches)
  • 5 blog post templates (leadership, life coaching, business coaching)
  • Pricing your coaching packages — value-based guide
  • Priority updates when ICF or EMCC guidance changes
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Questions

Common questions

Do I need an agreement even if I coach informally?
Yes — if money is changing hands, you have a contract whether it's written or not. A written agreement protects you if a client disputes what was agreed, demands a refund, or claims the coaching caused them harm. The document also sets clear boundaries about what coaching is and is not (not therapy, not advice).
Are these suitable for online coaches?
Yes — all documents work for online, in-person, and hybrid coaching arrangements. The session terms document includes options for video sessions and between-session contact methods.
Do I need to be ICF certified to use these?
No. These documents are for any self-employed coach in the UK, regardless of certification. Coaching is unregulated in the UK — no certification is legally required to trade as a coach.