Life Coaching Session Template

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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.

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.

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.

Template preview

Life Coaching Session Template

Life Coaching Contract

Life Coach
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.

Life Coaching Contract


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

The Contract is dated [the date both parties sign].

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Life Coach to do the following: provide personalized guidance, motivation, and support to client

1.2 Schedule. The Life Coach will begin work on June 26, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Life Coach at any time, pursuant to the terms of Section 6, Term and Termination.

1.3 Payment. The Client will pay the Life Coach a rate of $100.00 (USD) per hour. Of this, the Client will pay the Life Coach $1,000.00 (USD) before work begins.

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

1.5 Invoices. The Life Coach will invoice the Client at the end of the project. 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 1.5% per month on the outstanding amount.

1.6 Support. The Life Coach will not provide support for any deliverable once the Client accepts it, unless otherwise agreed in writing.

2. OWNERSHIP AND LICENSES.

2.1 Client Owns All Work Product. As part of this job, the Life Coach is creating “work product” for the Client. To avoid confusion, work product is the finished product, as well as drafts, notes, materials, mockups, hardware, designs, inventions, patents, code, and anything else that the Life Coach works on—that is, conceives, creates, designs, develops, invents, works on, or reduces to practice—as part of this project, whether before the date of this Contract or after. The Life Coach hereby gives the Client this work product once the Client pays for it in full. This means the Life Coach is giving the Client all of its rights, titles, and interests in and to the work product (including intellectual property rights), and the Client will be the sole owner of it. The Client can use the work product however it wants or it can decide not to use the work product at all. The Client, for example, can modify, destroy, or sell it, as it sees fit.

2.2 Life Coach's Use Of Work Product. Once the Life Coach gives the work product to the Client, the Life Coach does not have any rights to it, except those that the Client explicitly gives the Life Coach here. The Client gives permission to use the work product as part of portfolios and websites, in galleries, and in other media, so long as it is to showcase the work and not for any other purpose. The Client does not give permission to sell or otherwise use the work product to make money or for any other commercial use. The Client is not allowed to take back this license, even after the Contract ends.

2.3 Life Coach's Help Securing Ownership. In the future, the Client may need the Life Coach's help to show that the Client owns the work product or to complete the transfer. The Life Coach agrees to help with that. For example, the Life Coach may have to sign a patent application. The Client will pay any required expenses for this. If the Client can’t find the Life Coach, the Life Coach agrees that the Client can act on the Life Coach's behalf to accomplish the same thing. The following language gives the Client that right: if the Client can’t find the Life Coach after spending reasonable effort trying to do so, the Life Coach hereby irrevocably designates and appoints the Client as the Life Coach's agent and attorney-in-fact, which appointment is coupled with an interest, to act for the Life Coach and on the Life Coach's behalf to execute, verify, and file the required documents and to take any other legal action to accomplish the purposes of paragraph 2.1 (Client Owns All Work Product).

2.4 Life Coach's IP That Is Not Work Product. During the course of this project, the Life Coach might use intellectual property that the Life Coach owns or has licensed from a third party, but that does not qualify as “work product.” This is called “background IP.” Possible examples of background IP are pre-existing code, type fonts, properly-licensed stock photos, and web application tools. The Life Coach is not giving the Client this background IP. But, as part of the Contract, the Life Coach is giving the Client a right to use and license (with the right to sublicense) the background IP to develop, market, sell, and support the Client’s products and services. The Client may use this background IP worldwide and free of charge, but it cannot transfer its rights to the background IP (except as allowed in Section 11.1 (Assignment)). The Client cannot sell or license the background IP separately from its products or services. The Life Coach cannot take back this grant, and this grant does not end when the Contract is over.

2.5 Life Coach's Right To Use Client IP. The Life Coach may need to use the Client’s intellectual property to do its job. For example, if the Client is hiring the Life Coach to build a website, the Life Coach may have to use the Client’s logo. The Client agrees to let the Life Coach use the Client’s intellectual property and other intellectual property that the Client controls to the extent reasonably necessary to do the Life Coach's job. Beyond that, the Client is not giving the Life Coach any intellectual property rights, unless specifically stated otherwise in this Contract.

3. COMPETITIVE ENGAGEMENTS.

The Life Coach won’t work for a competitor of the Client until this Contract ends. To avoid confusion, a competitor is any third party that develops, manufactures, promotes, sells, licenses, distributes, or provides products or services that are substantially similar to the Client’s products or services. A competitor is also a third party that plans to do any of those things. The one exception to this restriction is if the Life Coach asks for permission beforehand and the Client agrees to it in writing. If the Life Coach uses employees or subcontractors, the Life Coach must make sure they follow the obligations in this paragraph, as well.

4. NON-SOLICITATION.

Until this Contract ends, the Life Coach won’t: (a) encourage Client employees or service providers to stop working for the Client; (b) encourage Client customers or clients to stop doing business with the Client; or (c) hire anyone who worked for the Client over the 12-month period before the Contract ended. The one exception is if the Life Coach puts out a general ad and someone who happened to work for the Client responds. In that case, the Life Coach may hire that candidate. The Life Coach promises that it won’t do anything in this paragraph on behalf of itself or a third party.

5. REPRESENTATIONS.

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

5.2 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.

5.3 Life Coach Has Right To Give Client Work Product. The Life Coach promises that it owns the work product, that the Life 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 Life Coach uses employees or subcontractors, the Life Coach also promises that these employees and subcontractors have signed contracts with the Life Coach giving the Life Coach any rights that the employees or subcontractors have related to the Life Coach's background IP and work product.

5.4 Life Coach Will Comply With Laws. The Life 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.

5.5 Work Product Does Not Infringe. The Life Coach promises that its work product does not and will not infringe on someone else’s intellectual property rights, that the Life 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 Life Coach has entered into or will enter into with someone else.

5.6 Client Will Review Work. The Client promises to review the work product, to be reasonably available to the Life Coach if the Life Coach has questions regarding this project, and to provide timely feedback and decisions.

5.7 Client-Supplied Material Does Not Infringe. If the Client provides the Life 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.

6. TERM AND TERMINATION.

This Contract is ongoing until 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 11.4. The Life Coach must immediately stop working as soon as it receives this notice, unless the notice says otherwise. The Client will pay the Life Coach for the work done up until when the Contract ends and will reimburse the Life Coach for any agreed-upon, non-cancellable expenses. The following sections don’t end even after the Contract ends: 2 (Ownership and Licenses); 3 (Competitive Engagements); 4 (Non-Solicitation); 5 (Representations); 8 (Confidential Information); 9 (Limitation of Liability); 10 (Indemnity); and 11 (General).

7. INDEPENDENT CONTRACTOR.

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

  • The Life 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 Life Coach is responsible for determining when, where, and how it will carry out the work.
  • The Client will not provide the Life Coach with any training.
  • The Client and the Life Coach do not have a partnership or employer-employee relationship.
  • The Life Coach cannot enter into contracts, make promises, or act on behalf of the Client.
  • The Life Coach is not entitled to the Client’s benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).
  • The Life 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 Life Coach or any of the Life Coach's employees or subcontractors.

8. CONFIDENTIAL INFORMATION.

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

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

8.3 Third-Party Confidential Information. It’s possible the Client and the Life Coach each have access to confidential information that belongs to third parties. The Client and the Life 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 Life 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.

9. LIMITATION OF LIABILITY.

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

10. INDEMNITY.

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

10.2 Client Indemnity. In this Contract, the Life 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 Life Coach has done under this Contract; (ii) a breach by the Life Coach of its obligations under this Contract; or (iii) a breach by the Life Coach of the promises it is making in Section 5 (Representations).

10.3 Life Coach Indemnity. In this Contract, the Client agrees to indemnify the Life 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.

11. GENERAL.

11.1 Assignment. This Contract applies only to the Client and the Life Coach. The Life Coach cannot assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the Client’s written permission. In contrast, the Client may assign its rights and delegate its obligations under this Contract without the Life Coach's permission. This is necessary in case, for example, another Client buys out the Client or if the Client decides to sell the work product that results from this Contract.

11.2 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.

11.3 Modification; Waiver. To change anything in this Contract, the Client and the Life 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.

11.4 Notices.

(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.

11.5 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.

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

11.7 Governing Law. The laws of the state of California govern the rights and obligations of the Client and the Life Coach under this Contract, without regard to conflict of law principles of that state.

11.8 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.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Life Coach
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.