Awesome free coaching exercises to use with your clients. These free coaching exercises are brandable, customisable & ready-to-use.
How To Avoid The Biggest Mistake New Coaches Make I work with many new coaches as they create and grow their business from scratch. One of the biggest mistakes I see them make is to call themselves as "just a life coach". Here’s why and what do to instead. You’re a coach intent on growing your coaching practice. You would love to quit your day job and be an entrepreneur. You know there’s freedom and autonomy over on that side and that’s you want. You really want to make a difference in this world. So, you’re doing everything you can to grow you’re coaching practice. If you've always been curious about what it takes to become a successful life coach I've got something for you!!! I created this free report: The Ultimate Guide to Becoming A Professional Coach. >>> Download Your Copy Here <<< Now imagine, you’re at a networking event and you’re circulating. You’ve got your drink, your business cards (or e-cards) and you know the people at this event could be a great match for coaching. Let’s eavesdrop on a potential conversation. (They) Hi, nice to meet you ……as they peer at your name tag ….Sarah. So, what do you do? (You) I’m a life coach with a hesitant smile. (They) Ooohhhh, that’s nice. Then you see them shift away, uncomfortably and start to scan the room over your shoulder. Because really, what the heck when you introduce yourself hesitantly why would anyone take you seriously? You’re a well-trained coach and you’ve heard the stats, coaching is one of the biggest growing industries right now. You’re excited and everyone you know wants to be a coach. Right? Newsflash, most people have NO idea what a coach is. Even if you ask a bunch of coaches, often you’ll get “coach speak” responses. Responses that sound like these “I support people as they navigate life transitions” or “I help people live a fulfilling life” Honestly what does that even mean? I’m a coach, and I know many coaches who stumble and mumble because they don’t know what to say at those networking events. And here’s why. If people haven’t experienced coaching, they don’t really what it is. Now since you’re the professional coach it’s up to you to help the listener understand. The easiest way is to describe exactly what you do in laymen’s terms. Describe it in a way the listener can understand what you’re talking about. And the most direct way is to describe a problem that you help people solve. For example, let’s rewind and start that networking conversation again….. (They) Hi, nice to meet you ….as they peer at your name tag ….Sarah. So what do you do? (You) I’m a transition coach, I help people who have recently moved jobs acclimatize to their new role, so instead of feeling like they’re drowning, they can make impactful contributions and fully engage their new team. I really help them move more quickly through the painful transition and minimize their stress along the way. (They) Wow, I’ve just been promoted and that’s one of the reasons I started attending these networking groups. Can you tell me more? How does it work? Do you see the difference in this style of conversation? In the first, YOU knew what a life coach was, but the listener had either no idea or was confused. In the second conversation, you described the real-world problem and how you help people overcome it. I understand you may coach people on job transition. But once you’re their coach, you will also coach them on relationship issues, stress levels and improving their communication. But, if you don’t help them understand exactly how you as a coach can help them with their immediate need you will never get a chance to coach them at all. There’s an easy formula to create one of these descriptions and I’m going to share it with you. Because I want to help you in any way I can grow your coaching practice! When you’re crafting one of these descriptions, create one that is attuned for your listener’s need. Here’s the step by step formula Know exactly who you help, your niche. What is one of their common problems that you help with? Describe the problem, showing you understand the emotional discomfort that accompanies it. Describe the result once the pain is eliminated. Explain the benefit. The fill in the blank structure looks like this: I’m a (fill in the niche) coach. I help people who ____________(describe the situation)____________ so instead of ________(feeling this pain)___________ they can __________(feel better instead) ______ and (do something great)___________. I really help them ______ (solve their problem) ____and ____ (feel the benefit)_____. Example #1: I’m a transition coach, I help people who have (recently moved jobs acclimatize to their new role), so instead of (feeling like they’re drowning) they can (make impactful contributions) and (fully engage their new team). I really help them (move more quickly through the painful transition) and (minimize their stress along the way). Example #2: I’m a parenting coach. I help (parents of rebellious teenagers) so instead of (feeling frustrated and continually fighting with their child) they can (approach the relationship in a new way) and (learn how to listen and communicate effectively). I really help them (defuse the conflict) and (bring the family together again). So now it’s your turn. Take some time to fill in the blanks for your coaching practice and create your own version. I’d love to hear how it goes. What worked well? Tell me about your success. Make a comment below! If you've always been curious about what it takes to become a successful life coach I've got something for you!!! I created this free report: The Ultimate Guide to Becoming A Professional Coach. >>> Download Your Copy Here <<<
Inspirational free coaching questions for your clients, coaching sessions, social media & more! Includes goal-setting questions & wrap-up session questions.
“How can I feel more confident and relaxed going into calls with clients? It feels like a lot of pressure to perform!” If you’re a new coach, you may be feeling some imposter syndrome whenever you join or think about joining client calls! Here are some simple ways to boost your confidence and fee
This comprehensive resource library for coaches has everything you need to start and build your coaching business - and it's yours free.
525+ Coaching Questions Compilation for Coach Trello Board, Coaching Tools, Coaching Resources, Client Task Tracker, Editable Lead Tracker Empower your coaching journey with our meticulously crafted Trello template featuring 525 powerful coaching prompts. Ideal for first-time coaches, this comprehensive toolkit enhances organization and sparks creativity in every session. Dive into a world of mindfulness and self-reflection with purposeful prompts categorized into 35 lists, each offering 15 cards filled with diverse questions. Our Trello board, provides a user-friendly structure that adapts to various coaching scenarios. Whether you're a seasoned coach or just starting, unlock the potential of our coaching questions, powerful prompts, and trello template. Start your coaching journey with confidence, supported by this innovative Trello board designed for impactful coaching experiences. Coaches, your toolkit for success awaits!" •• ━━━━━ ••●•• ━━━━━ •••• ━━━━━ ••●•• ━━━━━ •• 525+ Coaching Questions Compilation: 🌟What is included in this 525+ Coaching Questions Compilation? ✏️ Coaching questions for a new coach ✏️ Coaching questions for a new client ✏️ Coaching questions for career. ✏️ Coaching questions to establish strong relationship with clients ✏️Coaching questions for client empowerment ✏️ Coaching questions for clarity ✏️ Coaching questions for decision making under pressure ✏️ And many more.... •• ━━━━━ ••●•• ━━━━━ •••• ━━━━━ ••●•• ━━━━━ •• 🌟 These 525+ Coaching Questions Compilation are 🔗Fully editable in Trello Template 🔗 Can change the color and cover of choice 🔗 Can add on the labelling color 🔗 Can rearrange the lists and cards •• ━━━━━ ••●•• ━━━━━ •••• ━━━━━ ••●•• ━━━━━ •• Benefits of the 525+ Coaching Questions Compilation: • Efficiency in Session Planning: The Trello board offers a well-organized structure with 525 coaching prompts, allowing smart coaches to efficiently plan and structure their coaching sessions. • Diverse Range of Prompts: Smart coaches recognize the value of having a diverse range of prompts at their disposal. This Trello board provides prompts for various coaching scenarios, ensuring versatility in approach. • Time-Saving: With a comprehensive collection of coaching prompts readily available, coaches save valuable time on session preparation, allowing them to focus more on client engagement and strategic coaching. • Structured Guidance: The detailed cards with purpose, instructions, follow-up questions, and checklists provide smart coaches with structured guidance, ensuring a systematic and effective coaching process. • Adaptability to Different Clients: The Trello board's versatility allows smart coaches to tailor their approach based on the unique needs and preferences of each client, fostering personalized and impactful coaching relationships. • Continuous Professional Development: Smart coaches understand the importance of continuous learning. This Trello board serves as a valuable resource for ongoing professional development, helping coaches refine their skills and stay updated on industry best practices. • Enhanced Client Experience: By leveraging purposeful prompts, clear instructions, and follow-up questions, smart coaches enhance the overall client experience, contributing to positive outcomes and client satisfaction. • Effective Group Coaching: For coaches involved in group coaching sessions, the Trello board's prompts designed for collaboration and engagement support smart coaches in facilitating effective group interactions. • Goal Tracking and Progress Monitoring: The inclusion of checklists in each card allows smart coaches to track client progress systematically, ensuring that coaching goals are consistently addressed and monitored over time. • Positive Client Feedback: Smart coaches using this Trello board often receive positive feedback from clients who appreciate the richness and depth of coaching sessions, contributing to the coach's reputation and client retention. •• ━━━━━ ••●•• ━━━━━ •••• ━━━━━ ••●•• ━━━━━ •• 🌟What you will receive? A pdf link contains a link to Trello Board. 🌟How it works? - After purchase, you will receive a PDF file that contains the Trello Template link ✔️ - You will only need Trello free account to access it.✔️ •• ━━━━━ ••●•• ━━━━━ •••• ━━━━━ ••●•• ━━━━━ •• 🌟License Templates are for personal use and your own business only. You CAN'T resell/redistribute any of these templates. All templates are copyrighted from ⒸMamaDolceMuseum
Using life coaching exercises is a great way to help your clients assess their current life situation and get to know themselves at a deeper level. These
Free Coaching Tools, Resources & Templates to save you time, money and effort! Includes Wheel of Life Template, Coaching Intake Form & more.
Wondering what your health coach client agreement should include? I'm laying out the most important aspects you need to cover your assets.
Strong relationships built on trust and credibility lay the foundation for lasting partnerships and positive outcomes.
Inspirational free coaching questions for your clients, coaching sessions, social media & more! Includes goal-setting questions & wrap-up session questions.
I’ve created a free editable worksheet which helps your followers + coaching clients overcome anxious thoughts. This worksheet helps overcome all or nothing thinking and lower their anxiety by questioning their anxious thoughts.
In this in-depth blog post, I’m going to walk you through how to create coaching packages (aka your very own unique ‘Purposeful Package’) that sells like gluten-free hotcakes and gets massive results for your clients. If you want to make good income in your health coaching business, purposeful packa
Isn’t it amazing how hard we have to work at communicating well? I often throw up my hands and think, “God, does it really have to be this difficult?”Whether it is working through a misunderstanding with my husband, negotiating through a conflict among my children, or responding thoughtfully to a coaching client who’s trying to figure out her next best step, communicating well is an essential skill that requires intentionality, humility, and perseverance. Although words have always come easily to me, I’ve not always been good at communicating well. My thoughts would often race ahead, striving to find the…
Try these membership platforms to launch your first coaching client community and start earning recurring revenue.
The window of tolerance lies between states of hyperarousal and hypoarousal. This graphic helps patients understand and stay in their window of tolerance.
A Coaching Model Created by Mutriba Karimova (Executive Coach, CHINA) My model is a combination of the sequential steps I intend to take my clients.
Inspirational free coaching questions for your clients, coaching sessions, social media & more! Includes goal-setting questions & wrap-up session questions.
Using life coaching exercises is a great way to help your clients assess their current life situation and get to know themselves at a deeper level. These
Awesome free coaching exercises to use with your clients. These free coaching exercises are brandable, customisable & ready-to-use.
Our favorite health coaching platform for client management, including onboarding, payments/invoicing, scheduling, client accountability, telehealth video chat, secure messaging, online programs & more!
Want to get coaching clients fast? These 14 foolproof strategies will help you finally get paying coaching clients online.
A life coaching contract is a must for all practicing coaches. Here's a simple way to create a contract for your clients and where to find templates.
Free Coaching Tools, Resources & Templates to save you time, money and effort! Includes Wheel of Life Template, Coaching Intake Form & more.
One of the biggest struggles for new coaches is getting your first coaching client. In a world where there are so many distractions all around us, trying to figure out what strategy to use and how to use it can be overwhelming. In this blog post, we’ll talk to real…
Using life coaching exercises is a great way to help your clients assess their current life situation and get to know themselves at a deeper level. These
Coaching Business Start Up Toolkit for your Coaching Business! This Canva Coaching Business Template Bundle is packed with coaching templates. It to the ideal coaching toolkit for growing your coaching business. Use these Canva templates as life coaching templates, business coach templates, career coach templates and more! Perfect for life coaches, small business coaches, career coaches and other coaches! Included within this 1000+ Coaching Business Start Up Toolkit are the following templates from my shop:- √ 68 Coaching Planner Templates √ 75+ Coaching Business Plan Templates √ 50+ Services & Pricing Templates √ 20 Client Intake Templates √ 4 Coaching Offer & Contract Template √ 64 Coaching Webinar Templates √ 84 Coaching Worksheet Templates (including Wheel of Life templates) √ 80 Coaching Workbook Templates √ 54 Onboarding Templates √ 26 Offboarding Templates √ 200 Instagram Post Templates (square posts - 1080px x 1080px) √ 200 Instagram Stories Templates √ 76 Instagram Carousel Templates √ 20 Facebook Post Templates (940 x 788 px), 21 Facebook Cover Templates (820 x 360 px) √ 20 Pinterest Pin templates (1000 x 1500 px), 5 Pinterest Board Covers (600 x 600 px) √ 5 Linkedin Banners (1584 x 396 px), 5 Linkedin Post Templates (1200 x 1200 px) √ 5 Twitter Header Templates (1500 x 1500 px), 4 Twitter Post Templates (1024 x 512 px) The Canva templates are easy to edit and customize in the free version of Canva, you can add your Company logo, name, branding and policies. You can add, delete and move pages around to suit your requirements. Once complete, you can save it as a PDF file to share with your coaching clients. How it works:- 1. Purchase this listing on Etsy 2. Download your Coaching Business Start Up Toolkit PDF guide 3. Download your Canva coaching templates (available in US Letter and A4 sizes; instagram posts are square posts - 1080px x 1080px). 4. Customize your Coaching templates 5. Download as a PDF to share with your coaching clients About me:- • Qualified HR professional with years of coaching experience • Business Coach and Life Coach • Full time digital designers providing coaching resources for coaches and course creators What will I receive:- • Coaching Business Start Up Toolkit in Canva • Friendly customer support - if you have any queries when working through the template, just let me know :) The templates are digital downloads (no physical product). Images used are for display only and not included. Free images can be sourced within Canva. Please note: While every effort has been taken in the preparation of this Coaching Business Start Up Toolkit, it has been prepared as a guide and does not constitute legal advice. It is recommended that you review your final documents for legality and suitability to your business and also modify the content to fit your business. DCCoachingTemplates accepts no responsibility for any losses, omissions, errors, injuries or misunderstandings, or damages resulting from the use of this template or any variation thereof. Note: The Coaching Business Start Up Toolkit is for one business only and may not be re-sold or redistributed in any form (edited or unedited), nor may they be uploaded to file sharing or social media sites for any reason. Amazon KDP is not included within the license. Copyright. DCCoachingTemplates 2023. All rights reserved. Coaching Business Start Up Toolkit, Canva Coaching Business Template Bundle, Business Coach Templates, Life Coach Templates, Canva Templates
Wondering what your health coach client agreement should include? I'm laying out the most important aspects you need to cover your assets.
Today, I'm sharing a mini-training on how to prepare for your first coaching session with a new client and 3 key things I do before every coaching session, even after the initial session. If your nerves are high before your first coaching session with a new client (or any session at all!) this one’s
Coaching Session Planners Worksheets |Coaching Toolkit |Coaching Worksheet Templates | Client Session Editable Canva Templates for Coaches | Life Coaching Worksheets | Life Coaching Templates | Life Coach | Canva Template | Coaching Resources Do you want to be an organized & transformational coach? If your answer is yes, then these Canva Coaching Worksheet Templates are perfect for you! ++++++++++++++++++++++++++++++++++ What is included in these 18 Coaching Session Worksheets These Coaching Session Worksheets have everything you will ever need during your coaching session. 🌼For client FIRST SESSION NOTE CLIENT IN SESSION NOTES ACTION PLANS & SESSION NOTES GOALS & ACTIONS COACHING SESSION LOGS UNDERSTANDING GOALS SMART GOALS COACHING PROGRAM GOALS VISSION SWOT ANALYSIS 2 PAGES HABIT TRACKER PRIORITY MATRIX MINUTES JOURNAL WEEKS JOURNAL CLIENT'S FEEDBACK FORM WHAT'S IMPORTANT WEEKLY MOOD ANALYSIS INTUITIVE JOURNALING 🌼For coach CLIENT IN SESSION NOTES CLIENT IN PREP NOTES COACHING PLAN CLIENT FOLLOW UP 3 PAGES COACHING QUESTIONS 13 PAGES COACHING QUESTION GUIDE ++++++++++++++++++++++++++++++++++++++++++++ 🌟 These Client Coaching Session Canva templates are 🔗Fully editable in Canva free 🔗 Change color and font of choice in one click 🔗Amazing and neat design ++++++++++++++++++++++++++++++++++ What you will receive? A pdf link consists of links client coaching session Canva templates. 🌟How it works? - After purchase, you will receive a PDF file that contains the Canva Templates link ✔️ - You will only need Canva free account. I designed these templates without PRO elements.✔️ ++++++++++++++++++++++++++++++++++++++++++++ 🌟License Templates are for personal use and your own business only. You CAN'T resell/redistribute any of these templates.
Just like a real estate agent, coaches are the faces of their businesses. People want to know who they’ll be working with to change their lives. This is why writing a coaching bio can be a mental block for new and established coaches. In this blog post, we’ll be showing…
Have you ever thought about making the jump and becoming a professional life coach? Despite the global mess that is 2020, life coaching has proven to be an increasingly popular, practical, and sustainable profession. Globally, there are more than 71000 coach practitioners, with a large majority being based in North America and Western Europe.
Editable Coaching Worksheet Canva Templates for your business! This Coaching Worksheet Template bundle has been carefully designed for coaches to use with their clients. It includes a wide variety of coaching resources including introductory worksheets, coaching exercises, coaching tools, coaching worksheets, coaching model worksheets, coaching Wheel of Life templates, goal planning and more! It can be used for a variety of purposes including as coaching lead magnets, coaching workbooks and coaching session worksheets. Perfect for coaching businesses and life coaches! SAVE! This Coaching Worksheet Templates are also included within the Coaching Business Startup Bundle - https://etsy.me/46SXEsA The Canva templates are easy to edit and customize in the free version of Canva, you can add your Company logo, name, branding and policies. You can add, delete and move pages around to suit your requirements. Once complete, you can save it as a PDF file to share with your coaching clients. How it works:- 1. Purchase this listing on Etsy 2. Download your Coaching Template PDF guide 3. Download your Canva coaching templates (available in US Letter and A4 sizes). 4. Customize your Coaching templates 5. Download as a PDF to share with your coaching clients About me:- • Qualified HR professional with years of coaching experience • Business Coach and Life Coach • Full time digital designers providing coaching resources for coaches and course creators What will I receive:- • 84 page Coaching Canva Worksheet Templates bundle in Canva (US Letter and A4). *Note: this bundle is similar to the Business Coaching Worksheets bundle* • Friendly customer support - if you have any queries when working through the template, just let me know :) The templates are digital downloads (no physical product). Images used are for display only and not included. Free images can be sourced within Canva. Please note: While every effort has been taken in the preparation of this Coaching Worksheet Template packet, it has been prepared as a guide and does not constitute legal advice. It is recommended that you review your final documents for legality and suitability to your business and also modify the content to fit your business. DCCoachingTemplates accepts no responsibility for any losses, omissions, errors, injuries or misunderstandings, or damages resulting from the use of this template or any variation thereof. Note: The Coaching Worksheet templates are for one business only and may not be re-sold or redistributed in any form (edited or unedited), nor may they be uploaded to file sharing or social media sites for any reason. Amazon KDP is not included within the license. Copyright. DCCoachingTemplates 2022. All rights reserved.
Knowing what your coaching clients’ pain points are, and how you can solve them, are the two most important things to understand when you’re marketing your coaching services. Pain points are the reason people will hire you to be their coach, and letting them know that you understand those pain…
Whether you’re a business coach or a life coach, you’ll likely be aware of coaching tools and their ability to transform even the most disorientated client into an enlightened person that’s both confident and excited to take on the world!
“My clients and I keep getting stuck in the weeds… how can I elevate my coaching to be truly life-changing for them?” As a heart-centered coach, asking great questions is the most powerful way you can facilitate reflection and transformation in your clients! Having a few breakthrough questions up
You might have everything you need to get started as a coach. Now, where are the clients? Here are 7 ways to get coaching clients.
Want to get coaching clients fast? These 14 foolproof strategies will help you finally get paying coaching clients online.
That’s why we’ve created this guide to choose the best coaching business model for you! Keep reading to discover:
If you’re wondering how to create a high ticket coaching package and how to get coaching clients then this blog & video are for you! Coaching coaches is my thannng and I’m giving you my BEST secrets on how to create coaching packages that sell.
![How to Create a Coaching Contract [2024 Guide by a Lawyer]](https://i.pinimg.com/originals/4a/be/61/4abe6147352f32e90080db945fe2c664.jpg)
Are you a new coach wanting to start your business in the right way? Then, a coaching contract is what you need. As a business owner, you want to protect your business and make sure you get the money you’re owed, you don’t suddenly get sued by a disgruntled client, and your business is safe. (Spoiler alert: A coaching contract does that and much more.) Today, I, together with legal coach Lisa Fraley, share how you can create a solid coaching agreement for your business. Steps: Why do you need a coaching contract?What should your coaching contract include? How do you use your coaching contract? How do you enforce your coaching contract? What about all those other legal considerations? Further reading: Create a coaching business Who am I? My name is Luisa Zhou. I’ve taught thousands of students and counting how to leave their day jobs and start their own business making anywhere from 10K to 100K plus in less than a year. I started my first online business teaching people the digital advertising skills I’d learned from previous jobs, made 6-figures in 4 months, and quit my job. Today, I teach smart, successful people like YOU how to start your own six-figure plus business. Who is Lisa Fraley? Lisa Fraley, JD is an Attorney, Legal Coach®, Speaker,#1 Best-Selling Author of Easy Legal Steps and the host of the “Legally Enlightened” podcast on iTunes. As a Holistic Lawyer®, Lisa blends her legal expertise as a former health care attorney in a large corporate law firm and the care of a Health & Life Coach through IIN & Coach U to help thousands of heart-centered holistic health coaches, licensed practitioners, and online business owners protect their businesses and brands with contracts, disclaimers, trademarks and more. Want to Build a 6-Figure Coaching Business So You Can Achieve More Freedom? Get Instant Access To My FREE Ultimate Guide Below! GET INSTANT ACCESS When you sign up, you’ll also receive regular updates on building a successful online business. Why do you need a coaching contract? Wonder what a coaching contract does? First, research shows that contracts build trust. Your legal agreements will make clients trust you more and that way, improve your coaching services. Second, if you already have a couple of coaching clients, you know that it happens from time to time: Clients who don’t appreciate you, ghost you for no apparent reason, and then blame you for not getting results. Students who keep rescheduling with just a few hours’ notice. People who send refund requests long after your refund period has expired. Even if these situations are relatively rare, you still want to protect yourself from them. That’s what a coaching contract does. A client agreement helps you set boundaries A one-on-one coaching contract is the first agreement or legal document you should have in place as a coach. You see: If you're serious about your business, you should be legally protected from the very beginning. You save time, energy, and a lot of gray hairs by having clear boundaries for your business. You set the terms of your coaching Establishing a coaching agreement helps you set the terms for your coaching. It helps you say, "This is how I conduct my coaching calls, how I respond to messages, and how you can get in touch with me." And look, it’s not all about telling clients what they can’t do. An agreement makes it clear what your coaching program is all about. It protects both you AND your client. As Lisa puts it: “A Client Agreement is the written contract you use with one-on-one clients. It’s your key document for protecting your one-on-one service or program that you have poured HOURS over to develop (not to mention the blood, sweat, tears and dollars!) and it protects the income that you plan to earn. Your written Client Agreement gives you strong legal backing, which helps you feel safe, secure, and confident—and it clearly spells out your client policies in one place so your clients don’t have to dig through their e-mails to remember your policies about refunds, missed appointments, or cancellations so you can prevent headaches and awkward conversations later.” When I started my coaching business, this was the only agreement I had in place. It was only when I added on group programs and courses that I created more contracts. A coaching contract shows your clients what they can and can’t do with our content and program. It: Protects your income. Outlines your responsibilities. Outlines your client’s responsibilities. Sets the payment terms. Sets the terms for your coaching calls. ...And much more. For example, here's how I've been able to protect my business with my contracts: Example: How coaching contracts protect against refunds and chargebacks It’s relatively rare that I get a refund or chargeback request because I offer quality services and products and I’m careful to make it clear who my products are for. Still, it does happen. Most coaching businesses will get at least a few refund requests for every hundred clients or so. (It’s just the name of the business game -- ANY business will get refund requests.) My refund request process depends a bit on the specific request. If it seems that someone just doesn’t feel like paying (and is in clear violation with my terms), I will hold them to the contract. That’s where contracts help. If you’re delivering what you promise, you can feel assured that you are protected legally from wrongful refund requests. I talk more about it in this video: https://www.youtube.com/watch?v=nh4d0gB3bdg&t= Plus, coaching contracts help with chargebacks. You can use your contract to show the credit card company what your terms are and that the client isn’t honoring that agreement. That's how a contract helps you win the majority of chargeback requests. After all, if you have delivered your part of the agreement and you offer a great service, you SHOULD get paid for it. A client who has read and agreed to your terms is responsible for acting in accordance with those terms. In this video, I talk about another contractual issue... Clients who ghost you! https://www.youtube.com/watch?v=6AbzpTzGxSk&t= The most common misconceptions about coaching contracts There are a few things people tend to get wrong about coaching contracts and their terms. These are... #1: Content that you and your clients own Your contract will probably state that you own your own content and your students own the content that they share during the coaching program. But there’s an exception to the rule. Your contract might mention that if a client shares a testimonial in a facebook group or via email you can use it without having to ask. My personal policy is to ask if the testimonial was shared via email (as it’s more private). And if the testimonial is shared in a Facebook group, a semi-public forum, I’ll mark out the name and picture and share it without having to ask. #2: Non-defamation clauses Most coaching contracts have a non-defamation clause that states that a client can’t post false information about the coach. Now, this doesn’t mean that the client can’t post an honest, bad review. Instead, defamation is a false statement that discredits someone’s reputation. For example, if a client badmouths a coach because they don’t feel like paying or the coach holds them to the contract they signed, that would likely be defamation. A review, on the other hand, is a review of the coaching services and their results. This is also not a clause that is unique to coaching agreements. In the same way, most employment agreements have a similar clause. (Which means that you probably can’t badmouth your employer -- but nothing keeps you from reviewing them on Glassdoor.) #3: Responsibility for other clients Let’s say that you run a group coaching program or a course where your students interact in a private Facebook group or a Slack thread. Are you responsible for how your clients behave? A possible scenario is that one student might steal an idea or content from another student. Most coaching contracts will say that the coach can’t be responsible for this. That’s because there’s only so much a coach can do to monitor these situations. That being said, usually, this is a non-issue to begin with. Over five years and with thousands of students who have gone through my programs, we’ve only had one instance where this was even close to being an issue. That time, a student reached out and we had a conversation with the person who was stealing the other student’s content. It ended up being resolved (to the first student’s satisfaction) with that person taking down all their content and issuing a sincere apology. What should your coaching contract include? Let me share a quick story about why you need terms that are specifically created for a coaching business... Before I had made any money in my business, I hired a lawyer to write my contract and website terms. I yelped lawyers in my area and specifically looked for lawyers who worked with startup businesses. Why? I figured they would understand my needs as an online business owner. In the end, I ended up paying them around $3,000 without much to show for it. Well after I paid for the contract, I learned more about the legal requirements for my industry. And I realized that my contract wouldn’t cut it. It was about two paragraphs long and a lot of basic things were missing. For example, my website terms didn’t include a cookie policy, something that is standard for website terms and conditions. The result? I had to hire a completely new lawyer and spent thousands more. Lesson learned: Your contract needs to work for your business. If you’re an online coach, then it needs to take those online requirements into consideration. (On the other hand, if you’re an offline coach, there are other things that need to be addressed, like liability for accidents at your office.) The length of your coaching contract As Lisa explains, one of the biggest mistakes coaches make is to create a short contract. “Each coach is free to be as strict or as lenient as the coach wishes. However, some of the biggest mistakes come from using a very short contract - like 1-2 pages. Many coaches are afraid to send a 4-5 page contract because they think it's "long" and might scare away their prospective client. However, short contracts are generally vaguely worded or incomplete in that they are missing key sections which can work against you. The way that law works is that if something is not spelled out in writing, it's harder to prove or defend. It can more easily be construed against you. You actually need to spell your policies out in detail to be super-clear. For example, if you have a 30-day money back guarantee, instead of writing ‘I offer a 30-day refund’, it's far more clear and protective to write ‘You have 30 days from the date of purchase to request a refund by sending an email to me at this email address.’” The thing is... You need to make sure that your coaching contract is as long as it needs to be. (A great way is to use Lisa’s own legal term templates, which we’ll get to shortly.) Next, we’ll look at exactly what you need to include in your contract. The elements of a coaching contract The good thing about coaching contracts is that you only need to create them once. You then send out this standard contract that you and your client sign. A coaching contract consists of the following parts: Introduction The introduction establishes the purpose of your contract. You identify the parties of the contract (that’s you and your client). Program description The program description gives a clear overview of your coaching program. What’s included? How many hours/calls? Expectations and responsibilities In this section, you list your own responsibilities as a coach. You also list your client’s responsibilities as a coachee. Scheduling and communications What is your policy on contacting you and rescheduling calls? This is the section that establishes your policy. Investment and payment Here you state your program rates, your refund policy, and other payment-related issues. Confidentiality Your confidentiality clause outlines the information that is and isn’t confidential and under what circumstances. Intellectual property rights This is the section where you establish how your clients can use your content. Personal responsibility, disclaimer, and release of claims Here, you tell clients what they can expect of your services and what they shouldn’t expect. You’re basically saying that you can’t promise specific results and that your advice isn’t medical/financial or legal. Other terms This section helps you include different terms that don’t fit in the other sections. For example: How contracts can be terminated and how you resolve disputes. A coaching contract template Now, if you want a secure contract that you KNOW will cover most situations you might face as an online coach, I recommend that you buy contract templates for coaching. Lisa offers DIY templates, which are created for online coaches and cover everything you need in your business. Her legal starter kit for 1-on-1 clients include all the legal contracts you need right now: A one-on-one coaching agreement. A disclaimer. And a website disclaimer, privacy policy, and terms and conditions. And, if you’re just setting up your business, take a look at Lisa’s Sole Proprietor Biz Registration and Taxes package. You can also use a tool like LegalZoom or RocketLawyer. My own preference is Lisa’s templates because as a lawyer for coaches, Lisa has so much experience in the coaching industry. Want to Build a 6-Figure Coaching Business So You Can Achieve More Freedom? Get Instant Access To My FREE Ultimate Guide Below! GET INSTANT ACCESS When you sign up, you’ll also receive regular updates on building a successful online business. How do you use your coaching contract? Now, you know how to set up your contract. But how do you actually use it? I have a standard process in place. It’s simple and pretty much automated: When a client says yes to working with you, they will first pay you. After you’ve received the payment, you send a contract. I use HelloSign, which sends the contract straight to your client. It’ll also send reminders, if needed, to your client to review and sign the contract. There’s one important thing to note here: You need to ask them to sign the contract as close as possible to paying you. Why? If they don’t agree to your terms, you’ll need to refund them. And so you should never have your first call before your client has signed the contract. (Or you risk doing work for free.) How do you enforce your coaching contract? In most client relationships, both you and the client will walk away happy with your time together. But sometimes, you will need to enforce your contract. The specific rate of enforcement cases depends (and can vary a bit from industry to industry), but as Lisa puts it: “Sometimes newer coaches can feel more leery of stating and enforcing clear boundaries around payments, refunds, cancellations because they're worried that they'll lose clients, so they may end up with clients missing payments or rescheduling calls up to 30-35% of the time. However, as coaches progress in their practices, usually they feel more comfortable holding their boundaries more (with love, of course!) and may only have to chase down payments or reschedule calls only 10-15% of the time, or even less often.” Enforcing your contract So, what if you HAVE to enforce your contract? When should you enforce it? And how? Lisa explains: “Coaches have the right to enforce their Agreement anytime a client oversteps a boundary or who doesn't hold up their end of the Client Agreement - in other words, as we say in legal-speak, when the client "violates a term of the Agreement." Enforcement can take many forms. It could be calling the client and discussing the situation or sending an email all the way through actually bringing a lawsuit if a significant amount of money is in question and hasn't been paid. The best option is to send your initial correspondence by email (rather than merely talking by phone) so that you have proof that you have reached out to the client in writing to try to resolve the situation and proof of the date on which the email was sent.” Step-by-step enforcement process The step-by-step of enforcing your contract is this: Step 1: Try to enforce your contract amicably. Send a few emails and try to get your client on the phone. Step 2: If this doesn’t work, send your client a cease and desist letter. For this, you need a lawyer’s help. Step 3: The biggest step is to enforce your conflict resolution clause, either in court or in a private proceeding. This is a whole process and comes with a lot of costs so you should only sue in a very small number of cases, if at all. Besides these steps, you’ll also have standard processes in place for chargebacks and non-payments. I have a system set up with a company that handles this for me. But when you’re just starting your business, you’re better off handling this yourself. What about all those other legal considerations? Now you know A LOT about coaching contracts (and you can even get Lisa’s bulletproof contract template to set up one for yourself!) But there are a few other things you might be wondering about for making your business comply with the law. I’ve listed some of the most common questions I get here: #1: Do you need insurance? A contract is actually the first step BEFORE you get insurance. That’s because a contract sets the boundaries for your services. The next step is to get insurance. In most cases, you’re not required to get insurance. But in some industries (mainly health-related industries), you might be obliged to get insurance. You can read more about business insurance on the SBA’s site. #2: GDPR, Canada’s Anti-Spam Legislation, and CAN-SPAM You might have heard of GDPR, CASL, and CAN-SPAM, the EU’s, Canada’s, and the US’s privacy and/or anti-spam legislations. How do you go about meeting these requirements? It actually all comes down to treating your community members with respect. Have a clear sign on your email opt-in form that says that people are going to be added to your email list, a double email opt-in button that people receive when they sign up, and don’t send newsletters to people who haven’t signed up for your email list. (Want to learn more? Lisa has A LOT of great content on this. For example, this article on GDPR.) #3: International clients and legal considerations How do you work with international clients from a legal standpoint? “If you have international clients, you want to make sure you have registered your business locally to prove your business is based in your state. Then you want to be sure that your Governing Law section in your Client Agreement states that the law which will govern your one-on-one relationship is the law of your state. Of course, there may be other international or national, state or local laws you need to follow as well,” says Lisa. Want more? Check out Lisa’s podcast episode on this. Want to Build a 6-Figure Coaching Business So You Can Achieve More Freedom? Get Instant Access To My FREE Ultimate Guide Below! GET INSTANT ACCESS When you sign up, you’ll also receive regular updates on building a successful online business. Further reading: Create a coaching business If you want more advice on how to start your coaching business, don’t miss these articles: “How to Start a 6-Figure Coaching Business” Want to know the step-by-step process of starting a 6-figure coaching business? Here you go. “3 Steps to Finding High-Ticket Coaching Niches” Want to find YOUR perfect coaching niche? This post shows you how. “How to Sell High-End Coaching Packages” Wondering what it takes to create a coaching package that sells like hotcakes? I spill the beans here. “How to Price Your Online Coaching Services” How do you successfully price your coaching services? In this article, I share my best tips. “How to Get Coaching Clients Fast: The Foolproof 3-Step System” I have a system for getting coaching clients fast. Want to learn what it is? Read on! "How to Hold a Great One-on-One Coaching Session" Wonder how YOU can be a great coach and hold powerful coaching sessions? Read this post. Ready to create your own coaching contract? There you have it! Now you know why you need a coaching contract -- and how to create one. Next: Set up your own legal agreement. The easiest is to create one yourself with a tool like LegalZoom or buy one of Lisa’s ready-made agreements. Let me know in the comments below: What’s holding you back from creating a coaching contract? (Disclaimer: This article is not meant as legal advice. Consult a legal expert for tailored legal information that applies to your specific situation.)
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