Top 5 Essential Coach Forms

Fully editable with custom branding. Send, print or embed online.

Top 5 Essential Coach Forms

Fully editable with custom branding. Send, print or embed online.


/5 - votes
Downloaded times
Use template
Legally vetted
Track opens & views

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Top 5 Essential Coach Forms

Fully editable with custom branding. Send, print or embed online.

Top 5 Essential Coach Forms

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by 500,000+
business owners

Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Whether you've just signed up your first life coaching client or the clients are starting to steadily build up, you need a reliable method for learning about and comprehending their expectations as well as their life goals. While you will gather lots of important information during your discovery session, implementing an intake form will make it easier for you to keep track of progress and maintain clean records of each client you work with.

By using this form, you can gather data in advance and get to develop a customized plan for a successful coaching program. Both you and your client will benefit from this as it provides a clear path and allows you to maintain focus on the objective. Read on to learn about some of the questions you can incorporate into your client intake coach form and other essential forms that might be useful for your business.

But first, let's understand the importance of a client intake form for coaches.

Note: Start your coaching program on the right foot, using Bonsai's forms to create tailored questionnaires and get all the information you need. Quit spending time endlessly writing and proofreading forms, Bonsai is here to save the day! Claim your 14-day free trial here.

Why Is an Intake Form Important for Your Coaching Business?

A strong coaching relationship is essential to helping clients and coaches achieve their goals. In fact, a lack of chemistry between the two parties is a common reason for early termination of coaching programs. For this reason, employing a structured intake approach to engage in a matching process is a smart first step to determine whether a client is a suitable fit for your particular coaching practice and style.

Once you know you're a good fit, it will be easier to build a strong and mutually beneficial connection with your clients. A coaching intake form will help you obtain important background information and you can learn a lot about your client's goals, challenges and expectations. It's also a great way to measure the level of motivation they have coming into your program and how likely it is that they will be able to improve the aspects they wish to work on.

Questions to Include In Your Client Intake Coaching Forms

The specific questions that you should include in your client intake form will vary widely depending on your program's specific requirements and your client. However, some questions are applicable to all kinds of coaching as they will help you determine the direction and structure of your coaching sessions.

Of course, you must always ask for the fundamental client contact information. This includes their full name, billing details, email address and preferred phone number for contact. But let's take a look at some other vital questions to include, and what they will help you with.

For starters, using the following coaching questions (or something similar), will help you with goal setting. Prompt your client to describe what it is that they hope to gain from your program whether this relates to personal or professional development.

  • Mention three short-term objectives you want to accomplish in the next three months.
  • Mention three long-term objectives you hope to accomplish in the next five years.
  • Why do you wish to accomplish these objectives?
  • Mention three things you believe are keeping you from reaching your goals?
  • What does success mean to you?

Next, you want to get a better understanding of all the things they have tried so far, and assess your client's current situation. Include the following questions.

  • What has been your biggest challenge so far, and how did you get through it?
  • Has there been someone who has been very helpful to you so far?
  • What obstacles have you encountered that are making it difficult for you to reach your goals?
  • What are your life's biggest regrets? (personal, work-related, or both)
  • On a scale of 1 to 10, how stressed out are you? What situations are causing you the most stress?

Finally, you want to find out what are your client's coaching preferences and what methods you could use to help them learn faster. With these questions, creating a tailored program for different types of learning styles and clients will be a lot easier for you.

  • What motivates you to pursue new endeavors? What discourages you from doing so?
  • How often do you need to be reminded of the task you must complete?
  • What techniques make learning more efficient for you? Do you learn best by doing, seeing, reading, or listening?
  • Do you feel comfortable using digital channels for communication (such as SMS and video calls) or do you favor in-person and phone conversations?

What Are Other Important Forms to Incorporate in Your Coaching Process?

If you've ever had a miscommunication problem with your clients, it's possible that you weren't clear about their objectives and motivations. Or maybe you simply made assumptions based on incomplete information which lead you to create a coaching strategy that didn't satisfy your client. Using the appropriate forms will make it simple to avoid all of these problems so you never have to question your strategy again.

Feedback Forms

Ending your coaching program with the correct questions will help the client consolidate the advantages of working with you as a coach. By using a feedback form, you will get super useful insights on the success of your coaching and areas where you could improve. In these type of questionnaires, you should always try to ask open-ended questions instead of inquiries that the client can answer with a simple 'yes' or 'no'.

For example, asking them to describe the new strengths they developed during the coaching process will help your client acknowledge their achievements and changes they acquired from the experience. This also gives you a great opportunity to gather valuable testimonials which you can later use in your coaching proposal template to get more clients.

Evaluation Forms

Incorporating a coaching evaluation form is a great way to monitor the current process and manage potential deviations. The plans and objectives for your clients are never stagnant because growth and change are never cyclical. By evaluating the progress it will be simpler the determine whether additional guidance or adaptive action is needed.

Include questions to understand what's working and identify if your coaching methods are meeting the expected impacts. For example, you could ask how significant the changes made so far have been towards the accomplishment of the ultimate goal, or which methods, questions or tools have worked exceptionally well for your client.

Health and Wellness Forms

Despite the fact that life coaching and health coaching are sometimes combined, they are two distinct professions, although both could benefit from incorporating some kind of health and wellness form to their coaching strategies. These could include food diaries, mindset techniques, macro calculators, and a complete questionnaire to better understand how your clients feel and gain a better insight on their health status. Check out or life coaching questionnaire to see the difference.

Business Admin Forms

Being a top-notch coach inevitably involves administrative paperwork, which is frequently dull but always necessary. From legal forms to accounting and invoicing, these are essential tools to guarantee the success and well-being of your business. Bonsai offers you tons of free resources out there to help you create legally-binding client contracts, proposals, detailed invoices, as well as expense and income reports.

Create Professional Coaching Forms With Bonsai

Bonsai is the ultimate all-in-one product suite offering a variety of administrative tools especially designed for small business owners and start-ups. Use our free custom client forms to easily create your client intake, feedback, evaluation and any other type of questionnaire you need. Once you have created your bulletproof forms, you can reuse them for new projects, which will help you seamlessly collect and keep track of valuable client input.

Want more? Start your 14-day free trial today and see why more coaching businesses are choosing Bonsai as the go-to expert helping you streamline your paperwork so you can focus on your passion.

Frequently Asked Questions
Questions about this template.

What is a coach form?

Coaching forms are crucial tools that can direct managers and supervisors in holding successful employee coaching sessions.

How do you draft a coaching plan?

Try Bonsai's software to customize one of our pre-made template forms. You could ask questions in regards to: 1. Determine the employees' areas of strength. 2. Find any room for improvement. 3. Find any challenges standing in the employee's way of achievement. 4. Request a performance evaluation from the worker. 5. Provide potential solutions to assist the worker in overcoming the challenge. 6. Create both immediate and long-term objectives.

What are the five rules of coaching?

1. Respect the person who is in front of you. 2. Having compassion is a powerful tool. 3. Listen carefully 4. Ensure your own wellbeing. 5. Break things down into digestible chunks for students.