---
title: Coaching Engagement Agreement Template for Executive Coaches | Paperform
description: Professional coaching engagement agreement template with session scheduling, confidentiality terms, methodology details, and integrated package pricing for executive and business coaches.
url: "https://paperform.co/templates/coaching-engagement-agreement"
type: static
generatedAt: "2026-03-28T00:43:21.647Z"
---

[← Back to free form templates](/templates/)    ![Coaching Engagement Agreement](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/coaching-engagement-agreement.png)
    [Preview](https://_preview.paperform.co/ai-template/coaching-engagement-agreement) [Use this template for free](/create?ai-template=coaching-engagement-agreement)    [Small Business Forms](/templates/category/small-business/)[Legal & Compliance Forms](/templates/category/legal/)[SaaS & Startup Forms](/templates/category/saas-startups/) [Consulting](/templates/industry/consulting/)[Coaching](/templates/industry/coaching/)[Business](/templates/industry/business/) [Entrepreneur](/templates/role/entrepreneur/)[Consultant](/templates/role/consultant/)[Life Coach](/templates/role/life-coach/)[Business Coach](/templates/role/business-coach/)     About this free form template
### 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](https://papersign.com) 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](https://stepper.io) 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.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Consulting Engagement Letter & Agreement](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/consulting-engagement-letter-agreement.png)

### Consulting Engagement Letter & Agreement

A professional consulting engagement letter that clearly defines scope of work, deliverables, confidentiality requirements, and liability limitations. Perfect for consultants, agencies, and professional services firms starting new client projects.](/templates/consulting-engagement-letter-agreement/)
[![Business Coach Consultation Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-coach-consultation-request-form.png)

### Business Coach Consultation Request Form

A comprehensive consultation request form for business coaches to assess potential clients' revenue goals, current challenges, leadership style, and 90-day objectives before scheduling a discovery call.](/templates/business-coach-consultation-request-form/)
[![Business Coaching Discovery Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-coaching-discovery-form.png)

### Business Coaching Discovery Form

A comprehensive discovery form for business coaches to assess potential clients' current challenges, revenue goals, team dynamics, and personal growth objectives before the first coaching session.](/templates/business-coaching-discovery-form/)
[![Customer Onboarding Consultation Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/customer-onboarding-consultation-request-form.png)

### Customer Onboarding Consultation Request Form

A comprehensive consultation form for customer onboarding consultants to assess client needs, map the onboarding journey, and identify success metrics and potential challenges.](/templates/customer-onboarding-consultation-request-form/)
[![Intellectual Property Strategy Consultation Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/intellectual-property-strategy-consultation-request-form.png)

### Intellectual Property Strategy Consultation Request Form

A comprehensive form for businesses seeking IP strategy consultation, covering patent portfolios, trademark holdings, licensing opportunities, infringement concerns, and budget planning.](/templates/intellectual-property-strategy-consultation-request-form/)
[![Mergers & Acquisitions Advisory Consultation Request](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/mergers-acquisitions-advisory-consultation-request.png)

### Mergers & Acquisitions Advisory Consultation Request

Request a confidential M&A advisory consultation. Upload your company financials, define acquisition targets, outline deal structure preferences, and set your timeline for expert guidance on your transaction.](/templates/mergers-acquisitions-advisory-consultation-request/)
[![New Year Strategic Planning Session Registration](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/new-year-strategic-planning-session-registration.png)

### New Year Strategic Planning Session Registration

A professional registration form for business consultants to book New Year strategic planning sessions. Capture company details, current challenges, planning objectives, stakeholder information, and collect facilitation fees.](/templates/new-year-strategic-planning-session-registration/)
[![Partnership & Business Development Discovery Call](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/partnership-business-development-discovery-call.png)

### Partnership & Business Development Discovery Call

A comprehensive intake form for partnerships and business development consultants to understand client objectives, ideal partner profiles, pipeline status, and collaboration goals before discovery calls.](/templates/partnership-business-development-discovery-call/)
[![Referral Partnership Agreement Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/referral-partnership-agreement-form.png)

### Referral Partnership Agreement Form

A comprehensive referral partnership form for professional services firms to formalize partnerships, define lead criteria, establish fee structures, and track performance metrics.](/templates/referral-partnership-agreement-form/)
[![Bookkeeping Service Agreement](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bookkeeping-service-agreement.png)

### Bookkeeping Service Agreement

A professional bookkeeping service contract for small businesses covering transaction volume, reconciliation frequency, financial statements, tax coordination, and monthly retainer fees.](/templates/bookkeeping-service-agreement/)
[![Business Coaching Code of Conduct & Client Agreement](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-coaching-code-of-conduct-client-agreement.png)

### Business Coaching Code of Conduct & Client Agreement

A comprehensive code of conduct agreement for business coaching practices, covering confidentiality, outcome expectations, and professional boundaries to establish clear guidelines between coach and client.](/templates/business-coaching-code-of-conduct-client-agreement/)
[![Business Consulting Discovery Call Scheduler](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-consulting-discovery-call-scheduler.png)

### Business Consulting Discovery Call Scheduler

Professional consulting discovery call scheduler with company overview, needs assessment, budget range, and NDA requirements. Perfect for management consultants, business coaches, and advisory firms.](/templates/business-consulting-discovery-call-scheduler/)