Free Coaching Agreement Template for Consultants
A Coaching Agreement is the standard contract between a coach and client. The most important clauses are the 'no professional advice' disclaimer (you're a coach, not a therapist/lawyer/financial advisor) and the refund/cancellation policy. This version is tailored for consultants — covering the specific clauses and considerations that matter most in the industry.
Coaching Agreement — Template Preview
For ConsultantsCoaching Agreement
For use in Consultants
1. Engagement
[CLIENT] engages [CONSULTANT] to provide consulting services in the field of consultants. Consultant will deliver the services described in Exhibit A using its professional judgment, skill and experience.
2. Compensation
Consultant's fee is $[RATE] per hour, billed monthly. Approved travel and out-of-pocket expenses will be reimbursed at cost upon submission of receipts.
3. Term & Termination
This Agreement runs for [MONTHS] months from the effective date and may be terminated by either party with thirty (30) days written notice. Client will pay for all services performed through the termination date.
4. Confidentiality
Consultant will treat all non-public Client information as strictly confidential and will not use it for any purpose other than providing services under this Agreement. Obligations survive for three (3) years after termination.
5. Conflicts of Interest
Consultant will disclose in writing any actual or potential conflicts of interest, including current or contemplated engagements with Client's direct competitors. Client may require Consultant to decline or modify conflicting engagements.
6. IP Ownership
All work product specifically created for Client under this Agreement is owned by Client upon payment. Consultant retains rights to its pre-existing IP, methodologies, and general know-how.
7. Non-Solicitation
For twelve (12) months after termination, Consultant will not solicit Client's employees or contractors for hire without Client's prior written consent.
Industry-specific considerations for consultants
Beyond the standard coaching agreement clauses, here are the specific items consultants typically need to address before signing:
- Conflict of interest disclosure
- Out-of-pocket expense policy
- Non-solicit of client employees
- Deliverable IP ownership
Typical pricing in consultants
$200–$600/hr or $5K–$50K/month retainer.
How to use this template — 3 steps
Customize
Use our eSign tool to drop in your real names, dates, scope and fees. The template handles the legal scaffolding; you fill in the specifics for your consultants engagement.
Add signature fields
Drag-drop signature, date, initials, and text fields onto the document. Assign each field to the correct signer (yourself, the client, or both).
Send for signature
Enter the other party's name and email, hit Send. They receive a signing link via email — no account required. You get notified the second they sign.
Customization tips before you send
- • Replace every [BRACKETED] placeholder with real values — names, dates, dollar amounts, percentages.
- • Set the governing law to your state — usually where you live or do business.
- • Confirm the 3–12 months term length matches your project.
- • If this is a high-stakes contract (over ~$50K, or anything involving significant ongoing liability), have a licensed attorney in your state spend 30 minutes on a review.
FAQ — Coaching Agreement for Consultants
Do consultants really need a Coaching Agreement?+
Yes — and especially in consultants, where client relationships are the core asset. A signed coaching agreement protects both sides if something goes wrong — and most disputes can be solved by simply pointing at the signed contract.
What's different about a Coaching Agreement for consultants?+
Compared to a generic coaching agreement, the consultants version typically adds clauses around: Conflict of interest disclosure; Out-of-pocket expense policy; Non-solicit of client employees.
Is this Coaching Agreement legally binding once signed?+
Yes. Under the federal ESIGN Act and state UETA laws, an electronic signature is just as legally binding as a wet-ink signature for almost all commercial contracts. Our eSign tool produces a SHA-256 audit trail proving who signed, when, and from where — so the contract is defensible in court.
Can I edit this template?+
Yes — and you should. The template covers the typical scope, but every consultants engagement has unique details (rates, scope, deadlines). Use our eSign tool to drop in your actual project details before sending the contract for signature.
How do I sign this online?+
Click "Edit & sign online — free" below. Our eSign tool opens with a blank document; upload your customized contract PDF, drag-drop signature/date fields, and email it to the other party. They sign from any device — no account needed for signers.
Other contracts consultants commonly need
Ready to sign?
Open the Coaching Agreement in our free eSign tool, customize it for your consultants engagement, and send it for signature in under 2 minutes.
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