Questionnaire - FASTER DRAFT

Who is Coach?

Indicate the Coach's full name:
Indicate the full residential address of a Coach:
Indicate a Coach's contact email address:

!
This email address will be used for communication between a Coach and a Client regarding the present Agreement.
Indicate a Coach's contact phone number:
Does a Coach have specific professional certification?
- No
- Yes
Indicate a professional certificate, diploma, or membership the Coach has:

Who is Client?

Indicate the Client's full name:
Indicate the full residential address of a Client:
Indicate a Client's email address:

!
This email address will be used for communication between a Client and a Coach regarding the present Agreement.
Indicate a Client's contact phone number:

About the Contract

Select the type of coaching services that should be provided:
Select the date on which parties sign this Agreement:

!
This is the date when the Coach Agreement becomes effective.
Select the state, where a Client is based or currently resides:

!
The laws of a state selected as an answer to this question will apply towards this Agreement.
Describe in detail which exact services a Coach is required to provide:

Coaching Sessions

Where exactly services should be provided?
- Online
- At specific location only
Indicate the address, where services should be provided:
How many coaching sessions will the Client have?
Specify the schedule according to which coaching sessions should be provided:
Indicate the duration of one coaching session (in minutes):

Payment Terms

Which type of fees applies towards provision of services?
- A fixed fee
- Per session fee
- Monthly subscription
Indicate the amount of a fixed fee (in USD), a Client should pay:
Indicate a fee (in USD) per one coaching session:
Indicate a monthly subscription fee (in USD):
Describe how should the Client pay for the provided services:

!
There are various ways how the client can pay for the provision of coaching services:

– All sums could be paid at once at the beginning of the contract;
– A payment should be made before or after each coaching session;
– A monthly automatic withdrawal from a client’s bank account, etc.
List all acceptable payment methods (e.g., PayPal, cash, bank transfer):

Refund and Resources

Does the Client have the right to get a full refund for monies paid once certain events occur?
- No
- Yes
!
It is common for a coaching contract to have a refund policy clause. Under this clause the client may have a full refund of all the fees paid earlier to the coach if certain events occur. For instance:

– the coach cancels coaching sessions and does not reschedule them;
– breach of confidentiality by the coach;
– constant errors in provision of services that could be documented by the client, etc.
List all possible circumstances in which the Client can request a full refund:
Does the Client have access to additional resources provided by the Coach (e.g., closed group chats, online courses)?
- No
- Yes
List all additional resources to which the Client should have access:
For how long shall the Client have access to those additional resources?
- Until the end of this Agreement
- For unlimited period of time

Miscellaneous

For how many years after the termination of this Agreement shall the parties keep confidential all information exchanged between them?
Either party can terminate this Agreement at any time by sending the other party prior written notice:
Is automatic renewal of the present Agreement allowed?
- Yes
- No

Do you want to add a Coach's signature?
- Yes
- No
Enter a Coach's signature:

Select a document's format:

PDF

DOCX

Back

You can skip answers for the questions.
Skipped answers will appear as blank part in the text of the final document. You can fill them in at later stage.

Who is Coach?

Indicate the Coach's full name:

Indicate the full residential address of a Coach:

Indicate a Coach's contact email address:

Indicate a Coach's contact phone number:

Does a Coach have specific professional certification?

Indicate a professional certificate, diploma, or membership the Coach has:

Who is Client?

Indicate the Client's full name:

Indicate the full residential address of a Client:

Indicate a Client's email address:

Indicate a Client's contact phone number:

About the Contract

Select the type of coaching services that should be provided:

Select the date on which parties sign this Agreement:

Select the state, where a Client is based or currently resides:

Describe in detail which exact services a Coach is required to provide:

Coaching Sessions

Where exactly services should be provided?

Indicate the address, where services should be provided:

How many coaching sessions will the Client have?

Specify the schedule according to which coaching sessions should be provided:

Indicate the duration of one coaching session (in minutes):

Payment Terms

Which type of fees applies towards provision of services?

Indicate the amount of a fixed fee (in USD), a Client should pay:

Indicate a fee (in USD) per one coaching session:

Indicate a monthly subscription fee (in USD):

Describe how should the Client pay for the provided services:

List all acceptable payment methods (e.g., PayPal, cash, bank transfer):

Refund and Resources

Does the Client have the right to get a full refund for monies paid once certain events occur?

List all possible circumstances in which the Client can request a full refund:

Does the Client have access to additional resources provided by the Coach (e.g., closed group chats, online courses)?

List all additional resources to which the Client should have access:

For how long shall the Client have access to those additional resources?

Miscellaneous

For how many years after the termination of this Agreement shall the parties keep confidential all information exchanged between them?

Either party can terminate this Agreement at any time by sending the other party prior written notice:

Is automatic renewal of the present Agreement allowed?

Do you want to add a Coach's signature?

Enter a Coach's signature:

Select a document's format: