Coaching agreements signed while the discovery call is still warm

What goes in a coaching agreement

• The program: length, number of sessions, session length and how to reach you between them.
• Fees and the payment plan: the total, the schedule and what happens if a payment is missed. SignMaster records the terms; your payment tool takes the money.
• Rescheduling: how much notice the client gives and whether a missed session is lost.
• Confidentiality: what you keep private, and the exceptions, such as a risk of harm.
• Not therapy: coaching isn't counseling or medical care, and when you'll suggest a licensed professional instead.
• Recordings and notes: whether sessions are recorded, who keeps the notes and for how long.
• Ending early: how either side can end the program, and what's refunded.

If you don't have one yet, the consulting agreement is a sensible starting point, and a service agreement suits shorter packages. Use Use this template to add one to SignMaster, fill its gray blanks and have your lawyer read it before the first client signs.

From discovery call to signed client

1. 1

   Fill it in one sentence

   Open your agreement template and tell Alana: “Fill this for Daniel Okafor, six-month leadership program, starting January 8, and add him as the signer.” She fills the fields; you check and send.

2. 2

   The client signs from the email

   Daniel opens the link on his phone, initials the rescheduling and not-therapy clauses, and signs. No account, no app.

3. 3

   You countersign

   Add yourself as the last signer. Both of you get the sealed PDF with a certificate of completion showing when each of you signed.

Prefer to work from Claude or ChatGPT? With Connect an AI, you can ask the assistant to start a draft from your coaching template. Anything that would email the client waits for your approval inside SignMaster.

Executive coaching: three signers, in order

When a company pays for a leader's coaching, three people sign: the sponsor at the company, the coachee and you. The agreement says what the sponsor will hear, usually goals and attendance but not session content, and how progress is reported. Set signing in order so the sponsor approves the scope first, the coachee signs once they've read what stays confidential, and you sign last. Each signer gets their link only when it's their turn, and reminders keep the company's side moving.

Group programs and cohorts

For a group program or a mastermind, turn the program terms into a public signing link and send it with your welcome email. Each participant signs their own copy, and you can cap the link at the number of seats or end it on the start date. If you ask an intake question, like each person's goal for the program, the template's Responses tab lists every answer in one table on any paid plan.

Clients can read the signing page, emails and e-signature consent in 6 languages, including Spanish, French and Brazilian Portuguese. The agreement itself is in whatever language you write it.

Pricing for coaches

Free covers 3 envelopes a month, enough for a coach taking on a few clients. Solo is $15 a month with unlimited envelopes and bulk send. A coaching company with several coaches can use Crew at $49 a month for 5 people. New workspaces get 14 days of Crew free. Compare plans.

What SignMaster doesn't do

• It doesn't take payments or run payment plans.
• It doesn't schedule sessions or host calls.
• It doesn't write your agreement. Alana fills it in; the wording is yours.