The Wheel of Life Template

The Wheel of Life Template


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
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The Wheel of Life Template
The Wheel of Life 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

The Wheel of Life coaching tool is an essential tool for personal and professional development. It is a visual representation of different areas of life that helps individuals to identify areas that need improvement and set goals for achieving balance and fulfillment. This guide will provide an in-depth understanding of the tool and its applications in coaching. It should be a mainstay in your coaching repertoire. Using this in conjunction with your session notes will help you grow trust with your clients and help them meet their goals.

Understanding the Wheel of Life

The Wheel of Life is a circle divided into 8 sections, each slice of the "pie" on the diagram represents a different aspect of life, such as career, health, and social relationships. Clients are given the wheel and asked to rate their satisfaction level in each area on a scale of 1-10. The scores are then plotted on the wheel, creating a visual representation of the individual's life balance.

The sections of the wheel of life are as follows but can certainly be modified based on your individual coaching program or your coaching needs:

  • Career
  • Financial
  • Spiritual
  • Physical
  • Intellectual
  • Family
  • Social

Applying the Tool in Coaching

The Wheel of Life is a powerful coaching tool for personal development and goal setting because you, as a coach, can immediately deploy it to help clients identify areas of their lives that need improvement. Moreover, this can really help with the process of helping your clients set SMART goals (specific, measurable, attainable, relevant and time-bound) goals for achieving balance and personal/professional fulfillment in their lives.

Since this tool is such a high-level exercise, it should really be used early on in the coaching process (during session 1, if possible) to help identify pain points. The added benefit of this tool is that is a forcing mechanism for clients to think about aspects that they are not necessarily vocalizing with you. This brings about new areas of opportunity to work with your clients to help them meet their goals.

The tool can also be used to track progress and celebrate successes. By regularly reassessing the satisfaction levels in each area of life, individuals can see the impact of their efforts and make adjustments as needed.

Tips for Using the Wheel of Life

  1. Be honest with yourself when rating your satisfaction levels. The tool can only be effective if it reflects your true feelings.
  2. Use the tool as a starting point for setting goals, not the end goal itself.
  3. Be specific when setting goals. Instead of something vague like "I want to be happier," encourage your clients to set a goal to "Spend 30 minutes each day doing something that makes me happy."
  4. Use the tool regularly to track progress and celebrate successes. This is extremely important to showing progress and retaining clients or even using as case studies to win new coaching clients.
  5. While the printable wheel of life template can be done in a physical setting, feel free to use use online scheduling software to conduct a session where you can run through the exercise digitally.

The Wheel of Life Exercise: Instructions for the Coach


  • This exercise raises a client's awareness and allows the client to plan a life that is more satisfying and closer to their definition of balance. It also helps clarify priorities for goal-setting.
  • Balance is personal and unique to each individual—what may be satisfying or balanced for some may be stressful or boring for others.
  • Balance should be assessed over time. A regular check-in (eg. with this exercise) can highlight useful patterns and help your clients learn even more about themselves. You can do this with them, or recommend they do it for themselves.
  • Another option is for your client to ask someone who knows them well to complete the scores for them (sometimes it's helpful to see an outside perception of your life 'balance'). Important: This must be someone they trust and whose opinion they value—remember that others may have hidden agendas.

How to Set up the Wheel of Life Exercise

  1. Ask your client to review the 7 categories on their Wheel of Life. You can always add categories based on your expertise. For example, as an executive coach you may want to dial The categories should together create a view of a balanced life for them. If necessary they can split category segments to add in something that is missing, or re-label an area to make it more meaningful for them. Examples of changes are:
  1. Family: Can be defined as "Family and Friends" or "Relationship" or even segmented into a new category
  2. Career: This can be changed to "Leadership", "Work", "Business" etc.
  3. Finances: Change the category name to "Money", "Financial Stability" or "Financial Wellbeing".
  4. Physical: could be split or changed to "Emotional", "Physical", "Fitness", or "Wellbeing".
  5. Home Environment: The category could split or change to "Work Environment" for career or business clients.
  6. Social: The category name could change to "Recreation".
  7. Spiritual: could change to "Devotion", "Universal Alignment", or "Harmony".

How to Conduct the Wheel of Life Assessment

  1. Ensure that your client is in a self-aware frame of mind that allows them to think deeply and critically
  2. Ask your client to think about what success or satisfaction would feel like for each slice of the circle.
  3. Now ask them to gauge and score their level of satisfaction with each area of their life by drawing a line across each segment. Ask them to place a value between 1 (very dissatisfied) and 10 (fully satisfied) against each area to show how satisfied they are currently with each category in their life.
  4. The new perimeter of the circle represents their Wheel of Life.
  5. Now, looking at the wheel here are some great questions to ask your client to take the exercise deeper:

Coaching Follow-up Questions

  1. Are there any surprises for you?
  2. How do you feel about your life as you look at your Wheel?
  3. How do you currently spend time in these areas? How would you like to spend time in these areas?
  4. What would make that a score of 10?
  5. How do you think you could get to a score of 10?
  6. Which of these categories would you most like to improve?
  7. How could you make space for these changes in your life?
  8. What help and support might you need from others to make changes and be more satisfied with your life?
  9. What change should you make first? And what change do you want to make first?
  10. If there was one key action you could take that would begin to bring everything into balance, what would it be?

Taking action - the final step. To wrap-up the exercise ask your client to identify one action for each area, and then pick 1-3 actions to get started. You could also ask them to choose the 3 areas they most want to work on and identify an action for each. TIP: If your client is extremely busy or stressed try asking, "What is the smallest step you could take to get started?" Use these action items as guideposts for future sessions

Incorporate this exercise into your coaching packages to deepen your coach/client relationship and use it as a tool to get new clients. Bonsai is an all-in-one client management platform that can help you with your invoicing, proposals, contracts and coaching crm needs. Sign up today and get a free 7-day trial.

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The Wheel of Life Template

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