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


Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Executive Coaching Agreement Template

Fully editable with standard terms and clauses. Send and e-sign it online.

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

Trusted by 500,000+
business owners

“My best friend in scaling my business

Like putting my finances on auto-pilot”

Bonsai does the hard work”

Everything is streamlined”

Huge timesaver”

It’s been the most stress-free year of my life!”

I feel more confident”

Backbone of my business”

“So simple”

“Clients love how easy my systems are

A must-have!”

“I do less admin and do more of what I love

“Worry-free contracts and invoices

“It pays for itself”

Great customer service!”

A life-saver!”

Clients take me more seriously”

“I upped my rates and won more clients

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

As an independent coach, you must do everything you can to keep your business protected and ensure all your coaching programs run smoothly. The best way to do this? Incorporate a well-written, legally-reviewed coaching agreement to your onboarding process. This will help you tremendously by establishing a set of ground rules to ensure the client-coach relationship is healthy and keep your liabilities to the minimum.

If you provide executive coaching services, outlining these rules is even more important as the result of your coaching program can affect not only your client, but the company they work for as well. Creating your own executive coaching agreement template is a great way to ensure that all the important details are always included and you will not have to spend so much time trying to figure out a structure for each client.

To help you draft the best agreement template, we have a list of vital elements that you must cover every single time. Let's get into it.

Note: Bonsai's all-in-one product suite is the go-to option for coaching professionals to create bulletproof contracts. Use our free templates and additional follow-up tools such as automatic reminders and notifications when your clients receive and sign your contract. Get yours today!

Essential Elements of an Executive Coaching Contract Template

When creating your coaching agreement template, remember that this is a legal document, so it is crucial to pay close attention to detail. You must present all the information in a way that it's easy to understand for your clients, in order to avoid any disputes or legal ramifications in the future.

Here are the important elements your coaching agreement template must not miss.

Contact Information

The first element of your coaching agreement template should include your business name (or your full name) and contact information such as phone number, email, and address. In the same way, include the name and contact information of the person or company that is hiring you to provide the executive coaching services.

Responsibilities and Expectations

Next, you must set clear expectations as far as how the client-coach relationship will work. It's important to clarify that, as their executive coach, you will not be responsible for any decisions taken or not taken during the coaching program and how these might affect the client or business. Your services should not be used to replace any therapy needed and you are not there to diagnose, treat or cure any mental condition.

Additionally, explain the behavior and commitment expected during the coaching process, ensuring your client agrees to maintain an honest, clear and open communication, dedicating the necessary effort and time to the program, and being receptive to feedback. This helps you maintain healthy and professional coach-client relationships.

Coaching Services to Be Provided

In this section of your coaching agreement, you will list the services included on your plan, which should have been previously agreed upon when you presented the business proposal. You can start by outlining the professional challenges your client needs help with and then explain the steps you will take to help them reach their goals. As you do this, specify how many sessions are included in your coaching package as well as the duration and frequency of them.

Also, mention how the scheduled meetings will be held (online, in-person or via phone call), and your preferred method of contact in case your client needs you in between sessions. If you offer additional services outside of the agreement, you might also want to mention the procedure to request them and the cost of each service.

Note: Try Bonsai to get access to all of our freelance tools and templates. We have executive proposal templates, invoices, contracts and more. You'll get access to our tax and task management software as well. Streamline your business today. Click here for a free trial.

Reschedule and Cancellation policy

You want to try, as much as possible, avoid missed appointments. A great way to do this is by outlining in your contract the procedure to follow in case you or your client cannot make it to a scheduled session. First, specify how long you will wait before the session is considered missed, and will there be a refund in case the session was already paid for. Then explain how long in advance the client should reschedule or cancel a meeting, and how many times this will be allowed during the length of the contract.

Payment Terms

An important part of all coaching contracts is the payment terms. You must outline a projected payment schedule, specifying any amount required upfront, following installments and the dates when payments will be requested. Don't forget to include the accepted methods of payment (online payments such as PayPal or Stripe, credit/debit cards, ACH transfers, etc...). It's also important to mention the grace period your client will have to pay an invoice and if there will be any late payment penalties applied (specify how much the fees will be).

Intellectual Property Rights

During the executive coaching process, you will provide your clients valuable material that was likely created by yourself. It's a great business practice to have some legal protection for all of your original material. You can do this by adding an 'intellectual property rights' clause that clearly explains how your clients will be allowed to use all the information and tools you provide during and after the program. The last thing you want is to find out a client you helped years ago is now using your material for commercial gain, so stay ahead of the game by adding this clause to all of your coaching agreements.

Limit of liability Clause

This is another important piece of legal protection for all coaching businesses, but it can be especially useful in an executive coaching relationship. If you ever run into legal issues with the client or company you are working with, a limit of responsibility clause will help you set a cap on how much you could manage to pay in these particular circumstances.

While it may be a complicated piece to include, take the time to really think about it, and if it's helpful try to look at what other coaches are including in their contract. Not including this clause could eventually cost you a lot of money.

Confidentiality Clause

Last but not least, any professional coach should include a confidentiality clause in the contract to make sure both parties agree to keep all confidential information shared during the program as a private matter. This goes both ways. Your client must not share any trade secrets, or specifics about your program, and you must not divulge any personal and/or business information unless either of you are required to do so by law.

Use Our Free Agreement Templates for Your Coaching Services

Perfecting your client intake process can take a lot of time, and with so much on your plate, the last thing you want is another daunting task to take care of like creating your own templates. Luckily, you don't have to do it yourself. Simply download Bonsai's fully-customizable free contract template, especially designed for coaching businesses. This pre-written form will save you a lot of time when drafting your professional contracts, and you can incorporate your own branding elements to create a personalized document.

Bonsai also helps you streamline the formalities by allowing your clients to sign the contract within the online document, using a legally-binding digital signature. All of our templates have been legally vetted by top lawyers and verified by thousands of professionals in your industry. So you can be sure you'll stay protected and provide a legal document that your clients can trust.

Get your free template today, and sign up for your 14-day free trial to take advantage of many other excellent administrative tools to handle your invoicing, accounting and taxes like a pro.

Frequently Asked Questions

Questions about this template.