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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Life Coaching Session Template

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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 a life coach, we know you are constantly on the hunt for tips and tricks to up your game and deliver the highest quality sessions to your clients. One of the most powerful tools at your disposal is a well-designed session template. 

A session template is a structured plan that outlines the flow and content of your coaching sessions. It will help you stay focused, ensure you cover all the key points, and make the most of the time you have with your clients.

It is important to have a template for your sessions that you can use as a guide and as a reference to ensure that each session is successful and productive. Having a template in place can help to streamline the process, saving you time and energy while ensuring that each session is tailored to the individual needs of your client.

Elements of a Life Coaching Session Template 

The foundation of a life coach session template is having the right structure. You should build out your template so that each session follows a similar, conversational flow and that each session can build on previous ones.

When creating a template for your life coaching session, there are several key components to consider. 

1. Framing The Session and Agreeing Upon The Coaching Outcomes

It’s important to begin the session on the right foot. The first thing to do with your client is to define the purpose of the session and set expectations. This should include what topics will be discussed, how much time will be devoted to each topic, and how the session will be structured. 

It is also important that your life coach session template includes a solid plan for the session with outlined steps or activities that will be taken during the session, and that you share this with the client.

There are some key questions you should ensure that you go over with your client during this phase of the session:

  • What is your biggest goal for this session?
  • What would make this coaching session a win?
  • What would you like to work on during the next several sessions?

This part of the session should be friendly, conversational, and should focus on building rapport and understanding the client's needs. 

2. Immediate, Medium, and Long-Term Goals For Your Client

After setting the frame of the session, it’s important to determine the goals of the session. This should include an immediate goal, a medium goal, and a long-term goal. This will help to keep the session focused and ensure that each topic is relevant to the needs of the client.

These goals will act as a roadmap, guiding the direction of your session and ensuring that you stay on track.

To define your goals, start by considering what your client wants to achieve during the session. Do they have specific challenges or issues they want to address? Are there areas of their life they want to improve or goals they want to achieve? Your goals should be directly aligned with your client's needs and objectives.

It's vitally important to set short-term, medium-term, and long-term goals for your sessions. 

  • Short-term goals: These include specific action steps or insights that you want your client to take away from the session and implement immediately.
  • Medium-term goals: These are how your client can break down their longer-term goals into more manageable steps, usually achievable within 6 months- 1 year.
  • Long-term goals: These are more overarching and focus on larger life changes or improvements, usually achievable within 3 years or more. 

By clearly defining your client's goals for the session, you'll be able to stay focused and ensure that your template is designed to meet the specific needs of your clients.

3. Situational Presence

Situational presence and awareness is the next key element of any life coach session template.

It is important to ask questions to help the client identify their current state of affairs. This will help the client to understand their current situation, and to be able to make decisions that are in alignment with their goals. 

Once the client is aware of their current state, they can begin to identify the steps they need to take to reach their desired outcomes. This should include exploring their values, beliefs, goals, and any obstacles that might be holding them back. 

This will also help to provide the coach with a better understanding of the client’s needs and help to create a more effective coaching plan. 

As always, being a great life coach is about asking great questions. Here are some key questions that you should be sure to ask during this section of the session:

  • What happened and what went well (or what went wrong)?
  • Would you have done something differently, if so what?
  • How did this situation reinforce learning or move you closer toward your goals?

4. Provide Coaching Tools and Alternatives 

Once the client has a better understanding of their current state and the goals they want to achieve, it’s time to provide coaching tools and alternatives. 

This should include providing resources, such as books, articles, and other materials, that can help the client to reach their desired outcomes. It is also important to provide different perspectives and alternative solutions to help the client find the best way to move forward.

As a coach, it is your duty to relate to your client, so you should provide anecdotal situations wherever you can.

You also must get inside your client's mind and understand where they are coming from so that you can best serve them. Use your deep understanding of your client to create mental pathways for them to envision a different action they could take. 

There are also a few key questions you should ask during this section of the session:

  • What will you do differently going forward?
  • What would you have liked to have done in this situation and how do you think the outcome would have differed?

5. Create Accountability

Creating accountability is an important aspect of life coaching, as it helps clients follow through on their action steps and commitments, leading to lasting change and progress.

It is important to provide regular check-ins to ensure that the client is on track and to provide additional support and guidance when needed.

There are a few key ways you can create accountability in this phase of your coaching sessions:

  • Set specific and measurable goals
  • Regular check-ins
  • Offer support and encouragement
  • Ensure your client follows through on goals
  • Have your client document their progress

6. Map Progress

At the end of each session, it is important to assess the progress that the client has made toward their goals. By assessing the progress made, the client can be held accountable for the actions that they have taken, and the goals that they have achieved. 

While designing your template, make sure you build a system to document your client's journey and assess their progress, to ensure they are actually making progress towards their goals. 

Use a repeatable Bonsai coaching template to create milestones to help show your clients how they are continuing to meet their personal goals.

Wrap Up 

Having a life coach session template can be extremely beneficial for both you and your client. 

It can help to ensure that each session is productive and tailored to the individual needs of your client. It can also help to keep the session organized and efficient, saving you time and energy. 

Make sure you utilize the tools available to you like Bonsai, which is a full-stack suite of business tools for coaches, and consultants. 

They are even offering a free trial for a limited time! Try it out and take your life coaching business to the next level.

Frequently Asked Questions

Questions about this template.

What is a life coaching session template?

A life coaching session template is a detailed plan highlighting what you hope to achieve over the course of a coaching session. It includes goals for the session, key learning points, and areas of life coaching opportunity.

Does Bonsai provide life coaching tools?

In addition to our life coaching templates we provide a variety of tools, templates, and workflows designed to help you grow your book of clients and your coaching business. Sign up for a free trial to get access to our entire suite of coaching business tools.

How do life coaching session notes differ from a coaching session plan

Session notes are derived from the content of the coaching session you have with your client, they are meant to be uses in tandem with coaching session plans. However, your Bonsai coaching session plan template will allow you to craft, guide, and navigate your coaching session with ease before it even starts.