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Coaching Agreement Builder
Draft a coaching agreement from your package and policies, with a list of anything missing or inconsistent.
$9
Coaching Agreement Builder
Example session with this skill installed
Draft the coaching agreement for my new client. Details below. I'm based in France; the client lives in Germany and bought online.
- Coach: Priya Nair Coaching
- Client: Tom Becker (fictional)
- Package: 6 sessions of 60 minutes on video, every two weeks, starting 1 October 2026
- Fee: €950 total, no VAT charged (small-business exemption)
- Payment: 2 instalments of €475, due 1 October and 1 November 2026, by bank transfer
- Rescheduling: at least 24 hours' notice; later cancellations count as a used session
- Unused sessions expire 4 weeks after the last planned session
- Notes: kept in an encrypted folder, deleted 12 months after the coaching ends
- Refunds: no refunds. If I have to cancel a session, I'll reschedule it.
- Support between sessions: email
- Read your context and instructions
- Compiled the coaching agreement builder
Coaching agreement
Between Priya Nair Coaching ("the coach") and Tom Becker ("the client") · [Date]
1. The coaching relationship
Coaching is a partnership to help the client reach goals they choose. The client makes their own decisions and is responsible for their results. The coach does not guarantee specific outcomes.
2. Not therapy or professional advice
Coaching is not therapy, counselling, medical care, or legal or financial advice. If issues come up that need another professional, the coach will say so and may suggest the client seeks that help.
3. Package
| Package | 6 coaching sessions |
|---|---|
| Sessions | 6 sessions of 60 minutes, every two weeks |
| Format | Video call |
| Start and end date | 1 October 2026 to 10 December 2026 (last planned session) |
| Support between sessions | Email, with replies within [2] business days |
4. Fees and payment
- Total fee: €950. No VAT is charged under the small-business exemption.
- Payment schedule: 2 instalments of €475, due on 1 October 2026 and 1 November 2026.
- Payment method: bank transfer.
5. Scheduling, cancellations and lateness
- Either party may reschedule with at least 24 hours' notice.
- Sessions cancelled by the client with less notice, or missed, count as used.
- If the coach cancels a session, it is rescheduled at no cost.
- If the client is more than [15] minutes late, the session still ends at the planned time.
- Unused sessions expire 4 weeks after the last planned session (7 January 2027).
6. Confidentiality
The coach keeps everything the client shares confidential, except where disclosure is required by law or there is a serious risk of harm to the client or others. Session notes are stored in an encrypted folder and deleted 12 months after the coaching ends.
7. Ending early and refunds
- Either party may end this agreement with [7] days' written notice.
- Fees are not refundable, except where the law gives the client a right to cancel (see "Missing or worth checking").
8. Client commitments
- Come to sessions prepared and on time.
- Complete agreed actions between sessions, or share what got in the way.
- Give honest feedback about what is and is not working.
9. Sign-off
| Client | Coach | |
|---|---|---|
| Name | Tom Becker | Priya Nair |
| Signature | ||
| Date |
This agreement is a template, not legal advice. Have it reviewed by a qualified professional in your country before use.
Missing or worth checking
| Item | Why it matters | Suggested wording or question |
|---|---|---|
| Consumer cancellation rights | The client is a private individual who bought online from another EU country. EU consumer rules may give a withdrawal period for distance contracts, which a flat "no refunds" cannot override. | Check with a legal professional what applies, and whether you need the client's express request to start sessions within that period. |
| Late arrival | No rule was given. | "If the client is more than 15 minutes late, the session still ends at the planned time." |
| Ending early | No notice period was given. | "Either party may end this agreement with 7 days' written notice; unused, paid sessions are [refunded pro rata / not refunded]." |
| Email support response time | "Email support" has no expected reply time. | "Replies within 2 business days." |
| Last session date | Calculated from 6 sessions every two weeks from 1 October; holidays may move it. | Confirm 10 December 2026, and the expiry date of 7 January 2027. |
To confirm before sending
- Agreement date.
- The bracketed values: late-arrival minutes, notice period, email reply time.
- Governing law and liability terms were not provided and are not included; add them only with legal advice.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
Give it your package, fee, payment schedule and policies. You get a clear agreement and a checklist of what still needs deciding.
What you get
- A nine-section agreement: relationship, not-therapy boundary, package, fees, scheduling and cancellations, confidentiality, ending early, client commitments, sign-off
- A "Missing or worth checking" table with suggested wording
- A "To confirm" list of every placeholder
What makes it reliable
- Checks that instalments add up to the total and that session counts fit the dates
- Flags gaps such as late-arrival rules, notice periods and data retention
- Flags possible consumer cancellation rights for online clients, without stating the law as settled
- Never invents legal terms like governing law or liability caps
Good to know
- Written for Claude Code and the Claude app
- Pure instructions: no scripts, no network calls, no dependencies
- Never invents facts about you or your clients; unknowns stay as [placeholders]
- Includes a worked example with a fictional client in examples/
- Not therapy, medical or legal advice
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
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Click the path to copy it. Create the folder if it does not exist yet.
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