Coaching Engagement Agreement

Transform Your Coaching Business with a Professional Engagement Agreement

Whether you're an established executive coach or building your practice, clear agreements set the foundation for successful client relationships. This Coaching Engagement Agreement template handles everything from session frequency and confidentiality terms to your coaching methodology and package pricing—all in one professional, legally sound form.

Designed for Executive Coaches Who Value Clarity

This template is built specifically for business coaches, life coaches, career coaches, and executive coaching professionals who need a streamlined way to formalize client engagements. Instead of juggling separate documents for terms, scheduling preferences, and payment collection, you can present clients with one cohesive agreement that covers:

• Client information and coaching goals to understand their objectives from day one
• Session frequency and format (in-person, virtual, or hybrid) with clear scheduling commitments
• Confidentiality and privacy terms that protect both parties
• Your coaching methodology and approach so clients know what to expect
• Package selection and pricing with secure payment processing built right in

Accept Payments and eSignatures in One Flow

With Paperform's native payment integrations, you can offer multiple coaching packages—whether that's a 3-month intensive, 6-month transformation program, or pay-as-you-go sessions—and collect deposits or full payment as clients complete the agreement. Connect Stripe, PayPal, or Square to start accepting payments immediately.

Want to make it legally binding? Send the completed agreement through Papersign for secure eSignatures. Clients can review terms, sign electronically, and you'll maintain a complete audit trail—no printing, scanning, or chasing signatures.

Automate Your Client Onboarding with Stepper

Once a client submits their agreement, use Stepper to trigger your entire onboarding workflow automatically. Send welcome emails, create calendar invitations for your first session, add clients to your CRM, generate an onboarding packet, or set up recurring check-in reminders—all without lifting a finger. This means you can focus on coaching, not administration.

Perfect for Growing Coaching Practices

This template is ideal for executive coaches, business coaches, life coaches, career coaches, and coaching consultants who want to:

• Present a professional, branded client experience from the first interaction
• Streamline contract negotiation and reduce back-and-forth emails
• Protect their practice with clear confidentiality and cancellation policies
• Offer flexible package options that suit different client needs
• Get paid faster with secure, integrated payment processing

Paperform's SOC 2 Type II compliance and secure data handling mean you can trust that sensitive client information is protected throughout the engagement process. You'll also benefit from conditional logic that shows relevant terms based on package selection, and calculation fields that automatically compute pricing with any applicable discounts.

Whether you're coaching C-suite executives, entrepreneurs, or emerging leaders, this Coaching Engagement Agreement template gives you the professional foundation to grow your practice with confidence.