Description
Why do I need this document?
This is for personal coaches. It sets out the rules between your coaching business/you personally and your clients. The rules set out what coaching you provide and what your payment terms are and ensure there are no misunderstandings! It is the difference between getting paid or not; people turning up to sessions when you want them to or not; clients enjoying their relationship with you or the phone ringing with disgruntled customers or worse : customers tweeting how lousy your service is because they have assumed something that you never said you would provide!
When do I use it?
Use it every time you take on a new client. The rules have been designed for coaches who:
- have a website and clients sign up on-line or by telephone or by post; or
- coaches without a website who deal purely face to face with clients; and
- coaches who provide course materials, DVD’s, videos or e-books.
Don’t forget: if you have an on-line service, you will need Terms of Website Use and most likely a Privacy Policy
What are the key terms?
- Coaching is provided on a one-to-one basis or by workshops and/or using course materials. The details of the type of coaching, including timings and cancellation policy can be set out in the Appendix at the back of the template
- Payment terms- coaching to be paid for in advance although there is an option to vary this
- Confidentiality and data protection provisions
- Protection of the intellectual property in your services and materials
- Limitation of your liability
- Cooling off rights for online sales in line with the Distance Selling Regulations
- Termination and cancellations rights
