Learn How To Use My Coaching Client Forms, Logs, Contracts & Agreements In Your Coaching Business
5 Stars (4 Reviews)
Every coach (i.e., life, personal and/or business coach) needs their own set of customized coaching/client agreement forms, assessment forms, intake forms, feedback forms, call record forms/logs, and many others to help run a PROFESSIONAL and successful coaching business.
INSTRUCTOR, COACHING CLIENT FORM CREATOR
BART SMITH Last updated 7/2019
If you run a coaching or consulting business and don’t use specific coaching client forms, contracts, agreements, logs and other essential documents, then you are not running your coaching business as efficiently as you could be. Without the use of these forms, your coaching business is like a kite in the wind with clients and information and progress blowing all around and without any structure, organization or efficiency in client format.
All of the following coaching client forms, worksheets and agreements are contained within this COMPLETE COACHING & AGREEMENT FORMS BUNDLE which I’ve put together for you so you don’t have to waste your time creating them. What’s more, where would you even start when it comes to creating such forms? That’s what my coaching client form students love my downloadable coaching forms.
These forms come straight out of my book, Rich Coach ♦ Broke Coach, ready for you to customize with your company name, contact information, etc. Just purchase, download, and customize.
What You Will Get & Learn
By enrolling in this specific course:
What coaching client forms you should be using in your coaching business.
Why and how you can use such forms in your coaching business.
How to download my coaching client forms to your computer.
How to customize my coaching client forms for your use.
How to send your customized coaching client forms to clients.
How to post/upload your coaching client forms to your website.
… and much more!
This purchase contains 14 downloadable coaching client forms/logs (below) that teach you how to download, customize and use my coaching client forms. Each form is in its own Microsoft Word document, along with one Excel spreadsheet file. All our downloadable after purchase. Peruse the following list of coaching forms. It’s very complete and the perfect set of forms to launch any coaching business successfully.
FORM #1 – “Welcome To Coaching With Me!” (Letter)
FORM #2 – Coaching Terms & Agreement
FORM #3 – Client Intake Form
FORM #4 – Client Self-Assessment Form
FORM #5 – Client Coaching Gift Certificates
FORM #6 – Free Coaching Session Agreement
FORM #7 – Coaching Session Prep Form
FORM #8 – Coaching Session Summary Forms (Coach & Client)
FORM #9 – Client Call Record (For The Coach)
FORM #10 – The Wheel Of Life Form
FORM #11 – Goals & Action Questions
FORM #12 – Coaching Period Summary Forms
FORM #13 – Client Feedback/Testimonial Form
FORM #14 – Coaching/Speaking Hour Log (Excel)
“I knew I needed coaching forms and agreements when I started my coaching business. The problem was, who was going to write them, would I cover everything, and did I even want to spend the time doing it? Drafting contracts and agreements can be a very daunting task for anyone who isn’t familiar with drafting contracts. So, I went looking online and that’s when I found Bart’s coaching forms. I couldn’t find anyone who had as many contracts for sale, in a bundle and with such detail as Bart did. I’m so glad I bought them. Customizing them was a cinch, and actually a lot of fun.” — Ann Dillard, KIP Consulting Services, LLC, Decatur, GA
ACCESS MY COACHING CLIENT FORMS
After purchase, you can log in as a member and download my forms. You can track your progress too as you learn how to use, download, and customize my coaching client forms. Just click on a coaching client form title, start learning, download the form and then click “MARK COMPLETE” to note which forms you have learned about and downloaded. It’s that easy!
Download My Forms
“I really want to thank Bart for creating these forms. They gave me so many ideas on how to better structure and organize my coaching and consulting business when it comes to how I work with my clients. Customizing them was easy since they’re in Microsoft Word. Just download, customize and print. Easy. Thanks, Bart!” — Alicia C., Real Estate Trainer & Investor, Dallas, TX
“I think we can all relate to where we reach that point in developing our coaching business when we need contracts, forms and agreements to work with our clients. Well, knowing how much work and expertise is involved creating contracts from scratch, I knew I’d be better off going online and finding a resource to save me that time/energy. Who popped up in my search results over and over? Bart Smith and his Coaching Client Forms bundle. I looked things over and for the price, wow, I couldn’t say now. In the time I ordered my forms, downloaded them and started to customize them … I had more fund doing all that than I would have if I had to create them from the beginning. I wouldn’t even know where to start. Bart makes it so easy. He’s taken all the guess work out of what forms to have, use and because he’s provided so much, you can easily scale back and use only the forms you need. Great work and thank you, Bart.” — Angela Hook, ForeverEvolving.org, Lansing, MI 5 Stars
“Talk about time-saving, Bart’s coaching client forms are exactly what I needed to add that extra touch of organization and professionalism to my current coaching business. I looked online and found Bart’s forms to be the most detailed and extremely affordable. For the amount of time, work and know-how Bart must have put into creating these forms (line-by-line, word-by-word), compared to the time I saved drafting them from scratch myself? Wow, thank you, Bart. Fine work and I appreciate what you’ve done for me and my coaching business greatly.” — Angela H., LeadershipElevateHer.com, Waxhaw, NC
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