11 “fill in the blank” Group Coaching Contract Templates

First, I’ll give you a universal group coaching agreement template.

Second, I’ll give you a customized version of the template for these top 10 coaching niches:

1. Executive & leadership

2. Health & wellness

3. Business & entrepreneurship

4. Career transition

5. Finance

6. AI integration

7. Mindset & performance

8. Relationship

9. Remote work

10. Mental health

Third, I’ll explain the key parts of a group coaching contract template and how to make your contract work for you.

0/ Universal Group Coaching Contract Template

What This Document Is

This is an agreement between you (the client) and me (the coach) about our group coaching program. It explains what you’re paying for, what you’ll get, and the rules we both need to follow. Please read it carefully before signing.

1. Our Contact Information

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

• Website: [YOUR WEBSITE]

Your Details:

• Name: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

2. What Coaching Actually Is

Coaching is when I help you reach your goals by asking good questions, offering support, and giving you useful tools. I’ll focus on where you are now and where you want to go.

Coaching is NOT therapy or medical help. I’m not trained to treat mental health issues or give medical advice. If you need help with those things, please talk to a doctor or therapist.

3. About Our Program

Program Name:

[YOUR PROGRAM NAME]

What It’s About:

[DESCRIBE YOUR PROGRAM IN SIMPLE TERMS]

When It Starts:

[START DATE]

When It Ends:

[END DATE]

How Long It Lasts:

[NUMBER] weeks/months

4. What You’ll Get

As part of this program, you’ll receive:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• [NUMBER] workbooks and handouts you can keep

• Access to our private online group where you can talk with other members

• Email support between sessions (I’ll answer within 2 business days)

• Recordings of each session (available for [NUMBER] days afterward)

• [ANY OTHER THINGS YOU PROVIDE]

Where We’ll Meet:

We’ll meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

We’ll meet [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] [TIME ZONE].

5. What We Hope to Achieve

Program Goals:

This program will help you:

1. Figure out what’s holding you back and how to overcome it

2. Learn tools and tips you can use right away

3. Connect with others who can support you

4. Create step-by-step plans to reach your goals

5. [ANY OTHER GOALS FOR YOUR PROGRAM]

What I Promise to Do:

I will:

1. Give you my full attention and best coaching skills

2. Create a safe space where no one judges you

3. Listen to you and ask helpful questions

4. Share useful tools and resources

5. Start and end on time

6. Keep what you share private

7. Treat you with respect

What You Need to Do:

You need to:

1. Show up on time for all sessions

2. Do the tasks we agree on between sessions

3. Be honest about your challenges and progress

4. Take responsibility for your own choices

5. Keep what other group members share private

6. Join in discussions and activities

7. Let me know ahead of time if you can’t make a session

6. Money Stuff

Total Cost:

$[AMOUNT]

Payment Options:

• Pay all at once: $[AMOUNT] by [DATE]

• Payment plan: [NUMBER] monthly payments of $[AMOUNT] due on the [DAY] of each month

• Early bird discount: $[AMOUNT] if you pay in full by [DATE]

How to Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, Venmo, bank transfer, etc.]

Late Payments:

If your payment is more than [NUMBER] days late, you’ll need to pay an extra $[AMOUNT] or [PERCENTAGE]%.

Taxes:

The prices above don’t include taxes. You’ll need to pay any taxes required by law.

7. Keeping Information Private

What I Promise:

I won’t share anything you tell me during our sessions unless:

• You give me written permission to share it

• A court orders me to share it

• I believe someone might get hurt if I don’t share it

What You Promise:

You agree not to tell others about personal things that group members share during our sessions. What happens in the group stays in the group.

One Thing to Know:

While I will keep everything private, I can’t guarantee that every group member will do the same, though everyone is agreeing to this privacy rule.

8. Missing Sessions and Cancellations

If I Cancel a Group Session:

If I need to cancel, I’ll schedule a makeup session when most people can attend. If you can’t make it, I’ll send you a recording.

If You Miss a Session:

If you miss a session, you won’t get a refund or personal makeup session. I’ll send you the recording when possible.

If You Want to Cancel the Whole Program:

• Cancel 14+ days before we start: Full refund minus $[AMOUNT] fee

• Cancel 7-13 days before we start: You get 50% back

• Cancel 0-6 days before we start: No refund

• Cancel after we’ve started: No refund

If I Cancel the Whole Program:

If I cancel before we start, you get all your money back. If I cancel after we’ve started, you get back money for the sessions we haven’t had yet.

9. Getting Your Money Back

You can ask for your money back within [NUMBER] days of our first session if you’re not happy with the program. After that time, no refunds.

To get a refund, you need to email me and explain why you want your money back.

I can say no to refund requests that don’t follow these rules.

10. Online Group Rules

If our program includes an online group, these rules apply:

1. Only use the group for things related to our program

2. Don’t share access with people not in the program

3. Be nice and supportive to other members

4. Don’t try to sell things to other members

5. Keep what people share in the group private

6. I can remove you from the group if you break these rules

11. Recording Sessions

Our sessions [WILL/WILL NOT] be recorded. By signing this agreement, you’re saying it’s okay for me to record.

I’ll only share recordings with people in the program. I won’t use them for marketing without getting permission from everyone first.

You are NOT allowed to record sessions or take screenshots unless everyone agrees to it in writing beforehand.

12. Ownership of Materials

All workbooks, handouts, recordings, and other materials I give you belong to me and are protected by copyright law.

You can use these materials for yourself, but you can’t:

• Share them with people not in the program

• Copy or sell them

• Use them to create your own coaching program

• Post them online without my permission

13. Working Relationship

I’m an independent contractor, not your employee. I’m also not your therapist, doctor, lawyer, or financial advisor.

14. Not Responsible for Results

Coaching isn’t therapy or medical treatment. I’m not responsible for decisions you make based on our coaching sessions.

You’re fully responsible for your own well-being during this program, including all your choices and actions.

I can’t guarantee any specific results. How much you benefit depends on many things, including how much effort you put in.

You agree that you’re using my services at your own risk. I won’t be responsible for any damages or problems that might happen as a result of this program.

15. Your Responsibilities

You agree to:

1. Take full responsibility for your decisions and results

2. Complete the homework we agree on

3. Tell me what’s working and what isn’t

4. Let me know if you’re working with other coaches

5. Tell me about any issues that might affect our coaching

6. Come to sessions ready to learn and participate

7. Use the coaching for good and legal purposes only

8. Pay on time

16. Ending This Agreement

If I Want to End It:

I can end this agreement if:

• You don’t pay on time

• You repeatedly break the rules in this agreement

• I believe coaching isn’t helping you

• I think you need a different kind of help

If You Want to End It:

You can end this agreement anytime by telling me in writing. You won’t get a refund if the program has already started.

How to End It:

Whoever wants to end the agreement needs to tell the other person in writing at least [NUMBER] days beforehand. You still need to pay for any sessions you’ve had up to that point.

17. Solving Disagreements

If we have a disagreement about this agreement, we’ll try to solve it by talking to each other first. If that doesn’t work, we’ll try mediation before going to court.

Any legal action must be filed in [COUNTY, STATE/PROVINCE], where my business is located.

Whoever wins a legal dispute can get their lawyer fees paid back.

18. Other Legal Stuff

Complete Agreement:

This document contains our entire agreement. It replaces any other agreements we might have made before, whether we talked about them or wrote them down.

Changes:

We can only change this agreement if we both agree in writing.

Partial Enforcement:

If part of this agreement is found to be invalid, the rest of it still applies.

Governing Law:

This agreement follows the laws of [STATE/PROVINCE, COUNTRY].

Unexpected Events:

Neither of us is responsible for failing to fulfill our obligations due to events beyond our control, like natural disasters, pandemics, or government actions.

Transferring Rights:

You can’t transfer your spot in this program to someone else unless I agree in writing.

Waiving Rights:

If either of us doesn’t enforce a part of this agreement, that doesn’t mean we give up the right to enforce it later.

19. Signatures

By signing below, you confirm that you’ve read this entire document, understand it, and agree to all of it.

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

1/ Executive & Leadership Group Coaching Agreement Template

What This Is

This is an agreement between you (someone joining our leadership group) and me (the coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Job Title: _________________________

• Company: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] leaders to learn and grow together. We’ll work on making you all better leaders by improving:

• How you make decisions

• How you talk to your teams

• How you plan for the future

• How you handle tough work situations

You’ll learn both from me and from other leaders in the group. This isn’t therapy or medical help – it’s specifically about making you a better leader at work.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• A personal leadership growth plan

• Group activities and exercises to practice new skills

• Support from other leaders in the group

• Recordings of each session (available for [NUMBER] days after)

• Workbooks and leadership tools you can keep

• Online group forum access between sessions

• Email support (I’ll answer within 2 work days)

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Get better at leading, talking to people, and making smart choices

2. Learn from other leaders’ experiences and challenges

3. Practice new leadership skills in a safe group setting

4. Create action plans to get better results at work

5. Build a network of other leaders who can support you

Each person will set their own leadership goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a safe space where everyone can share and learn

2. Keep the group focused and on track

3. Make sure everyone gets a chance to participate

4. Provide tools and activities that help you grow as leaders

5. Keep what’s shared in the group private

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Do the homework we agree on

4. Support other leaders in the group

5. Keep what others share private (more on this below)

6. Let me know ahead of time if you’ll miss a session

6. Keeping Things Private

What happens in our group stays in our group. This means:

1. I won’t share what anyone says with people outside the group

2. You agree not to share what other group members talk about

3. You can share your own experiences, but not others’ stories

4. If your company is paying, I’ll only tell them you attended, not what you said

I might have to break privacy if:

1. Someone might get hurt

2. A court orders me to share information

3. You give written permission to share something specific

7. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

8. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

9. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

10. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

11. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be respectful to everyone

3. Don’t try to sell things to other members

4. Keep everything shared there private

5. I can remove posts that are inappropriate

6. I can remove you from the online group if you break these rules

12. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

13. How We’ll Know It’s Working

We’ll check how the group is doing by:

1. Having you rate your own leadership at the start and end

2. Discussing what’s working in group sessions

3. Checking if you’re reaching your personal leadership goals

We’ll also have a mid-program check-in to make sure the group is meeting everyone’s needs.

14. Group Behavior Rules

Everyone in the group agrees to:

1. Listen without interrupting

2. Give everyone a chance to speak

3. Keep criticism constructive and kind

4. Respect different opinions and approaches

5. Focus on leadership topics during sessions

6. Not dominate group discussions

15. Not Promising Miracles

I’ll do my best to help everyone in the group, but I can’t guarantee specific results. Each person is responsible for their own choices and what happens because of them.

16. Stuff I Give You

Any worksheets, slides, or tools I give the group belong to me. You can use them for yourself, but you can’t:

1. Share them with people outside the group

2. Sell them or use them in your own training

3. Post them online without my permission

17. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Leadership Coaching Disclaimer

I understand this program provides leadership and executive coaching and is not a substitute for legal, financial, or business advice. The coach is not responsible for business decisions or outcomes resulting from the application of coaching principles. Results vary based on multiple factors including organizational context, individual implementation, and external business conditions. I will consult appropriate professionals for specific business, legal, or financial matters.

___ (initial here)

Current Leadership Role: I confirm that I am currently in a leadership position or actively pursuing leadership responsibilities, and I understand this program is designed specifically for leadership development.

___ (initial here)

2/ Health & Wellness Coaching Group Contract Template

What This Is

This is an agreement between you (someone joining our wellness group) and me (the health coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

• Emergency Contact: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] people who want to improve their health and wellness. We’ll work together on:

• Eating better foods

• Moving your body more

• Managing stress

• Getting better sleep

• Creating healthier daily habits

You’ll learn both from me and from others in the group. This is NOT medical treatment or therapy. I don’t diagnose health problems or replace your doctor’s advice. If you have health concerns, please talk to your doctor.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• A personal wellness plan you can follow

• Group activities to practice healthy habits

• Support from others on the same journey

• Recipes and meal planning tips

• Workout guides suitable for different fitness levels

• Stress management tools

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for daily support

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Create healthy habits that last

2. Learn how to make better food choices

3. Find ways to move your body that you actually enjoy

4. Reduce stress in your daily life

5. Improve your sleep quality

6. Set realistic health goals and actually reach them

7. Build a support network of people with similar goals

Each person will set their own health goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a safe, judgment-free space for everyone

2. Share practical health tips and information

3. Make sure everyone gets a chance to participate

4. Provide tools and activities that help you build healthy habits

5. Keep what’s shared in the group private

6. NEVER shame anyone about their body or health choices

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Try the healthy habits we talk about

4. Support others in the group

5. Keep what others share private

6. Tell me about any health issues that might affect your participation

7. Check with your doctor before making big changes to diet or exercise

6. Health and Safety

Your safety comes first. This means:

1. You should talk to your doctor before starting this program

2. You need to tell me about any health conditions you have

3. You should never do exercises that cause pain

4. You should stop any activity that doesn’t feel right for your body

5. This program is about progress, not perfection

7. Keeping Things Private

What happens in our group stays in our group. This means:

1. I won’t share what anyone says with people outside the group

2. You agree not to share what other group members talk about

3. You can share your own experiences, but not others’ stories

4. Health information is very personal, so privacy is extra important

I might have to break privacy if:

1. I think someone might hurt themselves or others

2. A court orders me to share information

3. You give written permission to share something specific

8. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

9. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

10. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

11. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

12. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be kind and supportive to everyone

3. No “before and after” photos unless someone asks for feedback

4. No selling weight loss products or supplements

5. No giving medical advice to other members

6. Keep everything shared there private

7. I can remove posts or people that break these rules

13. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

14. No Miracle Promises

I cannot and do not promise specific health results. Everyone’s body is different. Results depend on:

1. Your current health

2. How consistently you follow the program

3. Your genetics and medical history

4. Other factors outside my control

This program is about progress, not perfection or quick fixes.

15. Not Medical Advice

This group program is NOT a replacement for medical care. I am not a doctor, nurse, or dietitian. I don’t:

1. Diagnose medical conditions

2. Prescribe treatments or medications

3. Give specific nutrition plans for medical conditions

4. Treat injuries or illnesses

Always talk to your doctor about health concerns and before making big changes to your diet or exercise routine.

16. Group Behavior Rules

Everyone in the group agrees to:

1. Be kind and supportive to others

2. Never comment negatively on someone’s body

3. Respect that everyone’s health journey is different

4. Keep a positive, no-shame approach

5. Listen without interrupting

6. Give everyone a chance to speak

7. Keep what’s shared confidential

17. Materials You Receive

Any recipes, worksheets, or tools I give the group belong to me. You can use them for yourself, but you can’t:

1. Share them with people outside the group

2. Sell them or use them for your own business

3. Post them online without my permission

18. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Medical Disclaimer

I understand this program is for general wellness purposes only and is not intended to diagnose, treat, cure, or prevent any disease. I have checked with my healthcare provider before joining this program.

___ (initial here)

3/ Business & Entrepreneurship Coaching Agreement Template

What This Is

This is an agreement between you (someone joining our business group) and me (the business coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Business Name: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] business owners and entrepreneurs to learn and grow together. We’ll work on:

• Growing your business

• Finding more customers

• Managing your money better

• Making smarter business decisions

• Setting up systems that work

• Using digital tools to save time

You’ll learn both from me and from other business owners in the group. This is NOT legal, tax, or financial advice. I’m here to coach you on general business strategies, not to replace your accountant or lawyer.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• A business growth plan you can actually use

• Group activities to practice new business skills

• Support from other business owners

• Templates for business plans, marketing, and more

• Tools to track your business progress

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for daily business support

• Monthly challenges to grow your business

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Get more customers without burning out

2. Make more money in your business

3. Set up systems so your business runs more smoothly

4. Make better business decisions using real data

5. Find new ways to stand out from competitors

6. Connect with other business owners for support and ideas

7. Create a clear roadmap for your business growth

Each person will set their own business goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a space where everyone can share business challenges

2. Share practical business tools and strategies

3. Make sure everyone gets a chance to participate

4. Provide templates and resources you can use right away

5. Keep what’s shared in the group private

6. Give honest feedback about business ideas

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Try the business strategies we talk about

4. Support other business owners in the group

5. Keep what others share private

6. Be honest about your business challenges

7. Actually do the work between sessions

6. Business Information Privacy

What happens in our group stays in our group. This means:

1. I won’t share your business information with people outside the group

2. You agree not to share what other business owners talk about

3. You can share your own experiences, but not others’ business details

4. No stealing business ideas from other group members

I might have to break privacy if:

1. A court orders me to share information

2. You give written permission to share something specific

3. I’m legally required to report something

7. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

8. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

9. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

10. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

11. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be helpful and supportive to other business owners

3. No direct selling to other group members

4. No poaching clients or staff from other members

5. Keep everything shared there private

6. I can remove posts or people that break these rules

12. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

13. No Guaranteed Results

I cannot and do not promise specific business results. Business success depends on:

1. Your specific market conditions

2. How consistently you follow the strategies

3. Your business resources and starting point

4. Economic factors outside anyone’s control

This program gives you tools and guidance, but you’re responsible for how you use them.

14. Not Professional Advice

This group program is NOT a replacement for professional business services. I am not a lawyer, accountant, or financial advisor. I don’t:

1. Give legal advice

2. Provide tax guidance

3. Offer investment advice

4. Review contracts

Always talk to the right professionals about legal, tax, and financial matters.

15. Competition and Conflicts

If two similar businesses are in the group:

1. Both can still participate fully

2. Both must respect each other’s business information

3. Both agree not to copy each other’s specific ideas or materials

4. I won’t favor one business over another

16. Group Behavior Rules

Everyone in the group agrees to:

1. Be supportive of other business owners

2. Share successes and challenges honestly

3. Not put down competitors or other business models

4. Listen without interrupting

5. Give everyone a chance to speak

6. Keep what’s shared confidential

7. Not steal ideas from other group members

17. Materials You Receive

Any templates, worksheets, or tools I give the group belong to me. You can use them for your own business, but you can’t:

1. Share them with people outside the group

2. Sell them or pass them off as your own work

3. Use them to create your own coaching program

18. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Business Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Business Disclaimer

I understand this program provides general business coaching and is not a substitute for professional legal, financial, or tax advice. I will consult appropriate professionals for these matters.

___ (initial here)

4/ Career Transition Coaching Contract Template

What This Is

This is an agreement between you (someone joining our career transition group) and me (the career coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

• Current Job Title (optional): _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] people who want to change jobs, switch careers, or move up in their current field. We’ll work together on:

• Figuring out what work you really want to do

• Updating your resume and LinkedIn profile

• Finding job openings that match your skills

• Practicing for interviews

• Negotiating job offers

• Handling the emotional side of career changes

• Networking in a way that doesn’t feel fake

You’ll learn both from me and from others in the group who are also changing careers. This is NOT a job placement service. I don’t guarantee you’ll get a job, but I’ll give you tools to help you find one.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• A personal career transition plan

• Resume and LinkedIn profile reviews

• Mock interview practice in the group

• Job search strategies that actually work

• Salary negotiation techniques

• Support from others going through similar changes

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for daily support and job leads

• Templates for cover letters, follow-up emails, and more

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Get clear about what you really want in your next job

2. Create a resume that actually gets noticed

3. Find job openings, even ones that aren’t posted publicly

4. Feel more confident in job interviews

5. Get better at talking about your skills and experience

6. Learn how to network without feeling uncomfortable

7. Deal with rejection and stay motivated during your search

8. Potentially land a new job you actually like

Each person will have different career goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a safe space where you can talk honestly about work challenges

2. Share practical job search tips that work in today’s market

3. Give honest feedback on your resume and interview skills

4. Make sure everyone gets a chance to participate

5. Keep what’s shared in the group private

6. Share job leads when I find them

7. NOT guarantee you’ll get a job

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Actually apply for jobs and try the strategies we talk about

4. Support others in the group with feedback and encouragement

5. Keep what others share private

6. Be honest about your job search challenges

7. Do the work between sessions (updating resumes, applying for jobs, etc.)

6. Current Employment Privacy

Many people in this group are currently employed while looking for new jobs. This means:

1. I won’t tell anyone (including your current employer) that you’re in this program

2. You agree not to share information about other group members’ job searches

3. You can share your own experiences, but not others’ details

4. You should think carefully about what you share about your current workplace

I might have to break privacy if:

1. A court orders me to share information

2. You give written permission to share something specific

7. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

8. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

9. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

10. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

11. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be supportive to everyone, even if they’re in your field

3. Share job openings you find that might help others

4. No recruiting group members for multi-level marketing

5. No charging other members for help with their job search

6. Keep everything shared there private

7. I can remove posts or people that break these rules

12. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

13. Sharing Job Leads

I encourage everyone to share job opportunities they find:

1. You can share leads even if you’re applying for the same job

2. There’s no obligation to share leads if you don’t want to

3. I might share leads I find that match group members’ skills

4. Nobody “owns” a job lead – multiple people can apply

14. No Guaranteed Job Placement

I cannot and do not promise you’ll get a job through this program. Job success depends on:

1. The job market in your field

2. Your skills and experience

3. How many jobs you apply for

4. How well you interview

5. Many factors outside anyone’s control

This program gives you tools and support, but getting hired ultimately depends on employers’ decisions and your efforts.

15. Not a Recruiting Service

This group program is NOT a job placement or recruiting service. I am not:

1. Getting paid by employers to find candidates

2. Guaranteeing interviews or job offers

3. Placing you in specific positions

4. Able to create job openings that don’t exist

My role is to coach you through your own job search process, not to find jobs for you.

16. Group Behavior Rules

Everyone in the group agrees to:

1. Be supportive of others, even if competing for similar jobs

2. Share successes and challenges honestly

3. Give constructive feedback, not harsh criticism

4. Listen without interrupting

5. Give everyone a chance to speak

6. Keep what’s shared confidential

7. Not “steal” someone’s job application strategy and then apply before them

17. Materials You Receive

Any templates, worksheets, or tools I give the group belong to me. You can use them for your own job search, but you can’t:

1. Share them with people outside the group

2. Sell them or pass them off as your own work

3. Use them to create your own career coaching program

18. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Job Search Disclaimer

I understand this program provides career coaching and support but does not guarantee job placement or employment. Results vary based on job market conditions, individual qualifications, and personal effort.

___ (initial here)

5/ Financial Coaching Contract Template

What This Is

This is an agreement between you (someone joining our money skills group) and me (the financial coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] people who want to get better with money. We’ll work together on:

• Understanding where your money goes

• Creating a budget you can actually stick to

• Building an emergency fund

• Paying down debt

• Setting financial goals

• Making smarter everyday money choices

• Planning for your future

You’ll learn both from me and from others in the group. This is NOT investment advice or financial planning. I won’t tell you which stocks to buy or manage your money for you. I’m here to teach you money skills, not to replace your financial advisor or accountant.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• A personal money management plan

• Budgeting worksheets and calculators

• Debt payoff trackers

• Spending logs and expense trackers

• Goal-setting tools

• Support from others working on their finances

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for daily money questions and support

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Get clear about where your money is actually going

2. Create a budget that works for your real life

3. Start an emergency fund (or grow the one you have)

4. Make a plan to pay down debt

5. Set money goals that matter to you

6. Learn how to make better everyday money decisions

7. Feel less stressed and more confident about money

Each person will have different money goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a shame-free space to talk about money

2. Teach you practical money skills you can use right away

3. Give you tools to track and manage your money

4. Make sure everyone gets a chance to participate

5. Keep what’s shared in the group private

6. NEVER judge your financial situation

7. NEVER sell you financial products or earn commissions

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Actually try the money tools and strategies we talk about

4. Support others in the group

5. Keep what others share private

6. Be honest about your money challenges

7. Do the work between sessions (tracking expenses, making budgets, etc.)

6. Important Money Stuff You Need to Know

I am a financial COACH, not a financial ADVISOR. This means:

1. I teach you money skills and habits

2. I DO NOT recommend specific investments or insurance

3. I DO NOT manage money for you

4. I DO NOT give tax advice

5. I DO NOT tell you which financial products to buy

For specific investment advice, tax help, or financial products, please talk to a licensed financial advisor, CPA, or other qualified professional.

7. Keeping Money Talk Private

Money is personal. What happens in our group stays in our group. This means:

1. I won’t share your financial information with anyone

2. You agree not to share what other group members talk about

3. You can share your own experiences, but not others’ financial details

4. Everyone deserves privacy about their money situation

I might have to break privacy if:

1. A court orders me to share information

2. You give written permission to share something specific

3. I believe someone might harm themselves or others

8. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

9. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

10. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

11. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

12. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be kind when talking about money – no judging others

3. No selling financial products to other members

4. No recruiting for multi-level marketing or investment schemes

5. No bragging about wealth or shaming others about debt

6. Keep everything shared there private

7. I can remove posts or people that break these rules

13. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

14. No Guaranteed Money Results

I cannot and do not promise specific financial results. Your money results depend on:

1. Your starting financial situation

2. How consistently you follow the strategies

3. Your income and expenses

4. Economic factors outside anyone’s control

5. The financial choices you make

This program gives you knowledge and tools, but you decide how to use them.

15. Not Financial Advice

This group program is educational only. I am not a licensed financial advisor, planner, broker, accountant, or attorney. I don’t:

1. Recommend specific investments

2. Give tax advice

3. Tell you which insurance to buy

4. Manage your money for you

Always talk to licensed professionals before making important financial decisions.

16. No Loans or Money Sharing

Group members should not:

1. Loan money to each other

2. Enter into business deals together

3. Share investment opportunities

4. Ask other members for financial help

This protects everyone in the group.

17. Group Behavior Rules

Everyone in the group agrees to:

1. Be supportive about money challenges

2. Share what’s helpful without forcing your views

3. Never shame others about their money situation

4. Listen without interrupting

5. Give everyone a chance to speak

6. Keep what’s shared confidential

7. Respect different money values and goals

18. Materials You Receive

Any worksheets, calculators, or tools I give the group belong to me. You can use them for your own money management, but you can’t:

1. Share them with people outside the group

2. Sell them or pass them off as your own work

3. Use them to create your own financial coaching program

19. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Financial Disclaimer

I understand this program provides financial education only and is not a substitute for professional financial advice. The coach is not a licensed financial advisor, planner, broker, accountant, or attorney. No specific investment, tax, legal, or financial advice will be provided.

___ (initial here)

6/ AI Integration Coaching Agreement Template

What This Is

This is an agreement between you (someone joining our AI skills group) and me (the coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Company (if applicable): _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] people who want to learn how to use AI tools in their work or business. We’ll focus on:

• Understanding how AI actually works (in simple terms)

• Finding the right AI tools for your specific needs

• Learning how to use popular AI tools properly

• Writing better prompts to get what you want from AI

• Setting up AI systems that save you time

• Keeping your data safe when using AI

• Using AI ethically and responsibly

You’ll learn both from me and from others in the group. This is NOT technical training to become an AI developer or programmer. I’m here to help you USE AI tools better, not build them from scratch.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• Step-by-step guides for using top AI tools

• Prompt templates you can copy and adapt

• AI tool comparison charts

• Hands-on practice with real AI tools during sessions

• Support from others also learning AI skills

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for daily AI questions and support

• Regular updates on new AI tools and features

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Feel comfortable using AI instead of confused or overwhelmed

2. Choose the right AI tools for your specific needs

3. Save time by automating repetitive tasks

4. Get better results from the AI tools you’re already using

5. Avoid common AI mistakes and pitfalls

6. Keep your information safe while using AI

7. Use AI ethically and responsibly

8. Stay up-to-date as AI tools change

Each person will have different AI goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Explain AI concepts in plain English without technical jargon

2. Show you how to use AI tools with real demonstrations

3. Give you templates and guides you can use right away

4. Stay updated on the latest AI tools and share what matters

5. Make sure everyone gets a chance to participate

6. Keep what’s shared in the group private

7. NEVER judge your current tech skills or knowledge level

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Actually try using the AI tools we discuss

3. Share what works and doesn’t work for you

4. Support others in the group who might be struggling

5. Keep what others share private

6. Be honest about your AI challenges

7. Have a computer and internet access for the sessions

6. Tech Requirements

To fully participate, you’ll need:

1. A computer (not just a phone or tablet)

2. Reliable internet connection

3. Access to common AI tools (I’ll provide a list before we start)

4. Basic computer skills (typing, clicking, navigating websites)

5. [ANY OTHER SPECIFIC REQUIREMENTS]

You don’t need to be a tech expert to join. This group is designed for people at all tech skill levels.

7. Keeping Information Private

Privacy is extra important when using AI. What happens in our group stays in our group. This means:

1. I won’t share your information with anyone

2. You agree not to share what other group members talk about

3. You can share your own experiences, but not others’ details

4. Be careful about sharing company data during demonstrations

I might have to break privacy if:

1. A court orders me to share information

2. You give written permission to share something specific

3. I believe someone might harm themselves or others

8. Data and AI Ethics

When using AI tools in this program:

1. Be careful about what data you upload to AI tools

2. Don’t share sensitive personal or company information

3. Understand that most AI tools store what you share with them

4. Follow ethical guidelines for AI use that we’ll discuss

5. Respect copyright and intellectual property when using AI

9. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

10. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

11. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

12. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

13. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be kind and patient with people at different tech levels

3. No selling products or services to other members

4. Share helpful AI resources you find

5. Ask questions clearly – include screenshots when possible

6. Keep everything shared there private

7. I can remove posts or people that break these rules

14. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

15. Demonstrations and Screen Sharing

During sessions:

1. You might be asked to share your screen to show your AI work

2. You don’t have to share if you’re not comfortable

3. Be careful not to show personal information when sharing your screen

4. Tell me if you don’t want your screen sharing included in the recording

16. No Guaranteed AI Results

I cannot and do not promise specific results with AI tools. Your results depend on:

1. Which AI tools you use

2. How you implement what you learn

3. The specific tasks you’re using AI for

4. How much time you spend practicing

5. How quickly AI tools change (they update frequently)

This program teaches you how to use AI better, but AI tools have limitations and change often.

17. Not Technical Support

This group program is educational only. I am not:

1. Technical support for specific AI platforms

2. An employee of any AI company

3. Responsible for changes made to AI tools

4. Available to fix your computer or software problems

For technical support, contact the help desk of the specific AI tool you’re using.

18. AI Tools Change Quickly

You understand that:

1. AI tools change and update frequently

2. What works today might not work the same way tomorrow

3. I’ll do my best to keep materials updated

4. You might need to adapt techniques as tools evolve

19. Group Behavior Rules

Everyone in the group agrees to:

1. Be supportive of others at different tech skill levels

2. Share helpful tips without talking down to others

3. Ask questions when you don’t understand something

4. Listen without interrupting

5. Give everyone a chance to speak

6. Keep what’s shared confidential

7. Use AI ethically and responsibly

20. Materials You Receive

Any guides, templates, or tools I give the group belong to me. You can use them for your own work, but you can’t:

1. Share them with people outside the group

2. Sell them or pass them off as your own work

3. Use them to create your own AI coaching program

21. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

AI Disclaimer

I understand this program teaches how to use AI tools but doesn’t guarantee specific results. The coach is not affiliated with or providing official support for any specific AI platform. I accept that AI tools change frequently and techniques may need to be adapted over time.

___ (initial here)

7/ Mindset & Performance Coaching Contract Template

What This Is

This is an agreement between you (someone joining our mindset growth group) and me (the coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] people who want to develop a stronger mindset and improve their performance in work, sports, or life. We’ll work together on:

• Overcoming self-doubt and limiting beliefs

• Building mental toughness

• Setting and achieving bigger goals

• Staying focused under pressure

• Bouncing back from setbacks

• Creating helpful daily habits

• Managing stress and negative thoughts

You’ll learn both from me and from others in the group. This is NOT therapy or mental health treatment. I’m here to help you build a stronger mindset for better performance, not to treat mental health conditions.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• A personal mindset development plan

• Daily mindset exercises and practices

• Goal-setting and tracking tools

• Visualization and mental training techniques

• Support from others working on similar challenges

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for daily motivation and support

• Weekly mindset challenges to practice new skills

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Identify and change limiting beliefs that hold you back

2. Build confidence in your abilities

3. Develop mental toughness to handle challenges

4. Learn how to stay focused when it matters most

5. Set meaningful goals and actually achieve them

6. Create daily habits that support your success

7. Manage stress in healthy ways

8. Perform better under pressure

Each person will have different performance goals, but we’ll all help each other get there by working on our mindset.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a supportive space where you can work on your mindset

2. Teach you practical mental skills you can use right away

3. Give you tools to build confidence and resilience

4. Make sure everyone gets a chance to participate

5. Keep what’s shared in the group private

6. Challenge you to grow beyond your comfort zone

7. Recognize when something might need professional mental health support

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Actually try the mindset practices between sessions

4. Support others in the group

5. Keep what others share private

6. Be honest about your challenges

7. Take responsibility for your own mindset and choices

8. Let me know if you’re struggling with serious mental health issues

6. Mindset Work vs. Mental Health Treatment

It’s important to understand the difference:

1. This program focuses on performance mindset, not mental health treatment

2. I am not a licensed therapist, psychologist, or psychiatrist

3. This coaching doesn’t replace therapy or counseling

4. If you’re dealing with depression, anxiety disorders, or other mental health conditions, please work with a qualified healthcare provider

5. I may suggest you seek professional help if I notice concerning signs

7. Keeping Things Private

What happens in our group stays in our group. This means:

1. I won’t share what anyone says with people outside the group

2. You agree not to share what other group members talk about

3. You can share your own experiences, but not others’ stories

4. Personal struggles and challenges should stay confidential

I might have to break privacy if:

1. I believe someone might hurt themselves or others

2. A court orders me to share information

3. You give written permission to share something specific

8. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

9. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

10. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

11. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

12. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be supportive and positive with other members

3. No putting others down or negative comments

4. No selling products or services to other members

5. Share your wins and challenges honestly

6. Keep everything shared there private

7. I can remove posts or people that break these rules

13. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

14. Talking About Personal Stuff

During this program:

1. You’ll be invited to share personal challenges and goals

2. You only need to share what you’re comfortable with

3. The group works best when people are honest

4. Everyone agrees to be respectful about what others share

5. You can pass on any activity that doesn’t feel right for you

15. No Guaranteed Results

I cannot and do not promise specific performance results. Your results depend on:

1. Your starting point

2. How consistently you practice the mindset skills

3. Your personal situation

4. How much effort you put in

5. Many factors outside anyone’s control

This program gives you mental tools and support, but only you can apply them to your life.

16. Not Mental Health Treatment

This group program is NOT:

1. Therapy or counseling

2. A treatment for mental illness

3. A substitute for medical or psychiatric care

4. A cure for clinical conditions

If you’re experiencing serious mental health issues, please seek help from a qualified healthcare provider.

17. Group Behavior Rules

Everyone in the group agrees to:

1. Treat others with respect and kindness

2. Listen without judging

3. Honor different perspectives and experiences

4. Keep what’s shared confidential

5. Focus on growth, not perfection

6. Give everyone a chance to speak

7. Provide support, not unsolicited advice

18. Uncomfortable Emotions

Working on your mindset might bring up:

1. Uncomfortable feelings or memories

2. Resistance to change

3. Awareness of limiting patterns

This is normal, but if you feel overwhelmed:

1. Let me know privately

2. Consider talking to a mental health professional

3. Remember you can always take a break

19. Materials You Receive

Any worksheets, exercises, or tools I give the group belong to me. You can use them for your own growth, but you can’t:

1. Share them with people outside the group

2. Sell them or pass them off as your own work

3. Use them to create your own coaching program

20. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Mindset Coaching Disclaimer

I understand this program provides mindset and performance coaching and is not a substitute for mental health treatment. The coach is not a licensed therapist, psychologist, psychiatrist, or healthcare provider. I will seek appropriate professional help for any mental health concerns.

___ (initial here)

8/ Relationship Coaching Agreement Template

What This Is

This is an agreement between you (someone joining our relationship skills group) and me (the coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] people who want to build better relationships in their personal or work life. We’ll work together on:

• Communicating more clearly

• Listening to understand, not just to respond

• Setting healthy boundaries

• Managing conflicts better

• Building trust and connection

• Understanding your own relationship patterns

• Expressing your needs effectively

You’ll learn both from me and from others in the group. This is NOT couples therapy or counseling. I’m here to help you improve your relationship skills, not to fix specific relationships or treat mental health issues.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• Relationship skills worksheets and exercises

• Communication tools you can use right away

• Role-playing practice in a safe setting

• Support from others working on similar relationship challenges

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for ongoing support

• Weekly relationship practice challenges

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Understand your own relationship patterns and habits

2. Communicate more clearly and effectively

3. Listen better to others’ needs and feelings

4. Set healthy boundaries in all relationships

5. Handle disagreements without damaging the relationship

6. Build deeper connections based on trust and understanding

7. Feel more confident in social situations

8. Create healthier relationships in all areas of your life

Each person will have different relationship goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a safe space where you can talk about relationship challenges

2. Teach you practical communication skills

3. Give you tools to improve all your relationships

4. Make sure everyone gets a chance to participate

5. Keep what’s shared in the group private

6. Never take sides in your personal relationships

7. Let you know if I think you need more help than coaching provides

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Practice relationship skills between sessions

4. Support others in the group without judging

5. Keep what others share private

6. Focus on changing YOUR behavior, not others’

7. Be honest about your relationship challenges

8. Respect the experiences of other group members

6. Special Relationship Privacy Rules

When discussing relationships, special privacy rules apply:

1. You can talk about YOUR side of a relationship

2. You should not share identifying details about people not in the group

3. Focus on patterns and behaviors, not gossiping about others

4. Remember that we only hear your perspective, not the other person’s

5. The goal is to work on YOUR relationship skills, not to “fix” other people

7. Coaching vs. Therapy or Counseling

This program is relationship COACHING, not therapy:

1. We focus on skills and future actions, not deep psychological issues

2. We don’t diagnose or treat relationship disorders

3. This is not a substitute for couples therapy or marriage counseling

4. If you’re dealing with abuse, addiction, or serious mental health issues, please seek professional help

5. I may suggest you see a therapist or counselor if I think that would help you more

8. Keeping Things Private

What happens in our group stays in our group. This means:

1. I won’t share what anyone says with people outside the group

2. You agree not to share what other group members talk about

3. You can share your own experiences, but not others’ stories

4. Relationship details are very personal and should stay confidential

I might have to break privacy if:

1. I believe someone might hurt themselves or others

2. I learn about child or elder abuse that needs reporting

3. A court orders me to share information

4. You give written permission to share something specific

9. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

10. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

11. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

12. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

13. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be kind and supportive to all members

3. No flirting or romantic advances toward group members

4. No judging others’ relationship choices

5. No sharing screenshots of conversations

6. Keep everything shared there private

7. I can remove posts or people that break these rules

14. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

4. Show them to people in your relationships who are being discussed

15. Relationships Between Group Members

To keep our group a safe learning environment:

1. Group members should not start romantic relationships with each other during the program

2. If you knew someone in the group before joining, let me know

3. Keep interactions focused on learning and support

4. Maintain appropriate boundaries with other group members

5. Any concerns about group dynamics should be brought to me privately

16. No Guaranteed Relationship Results

I cannot and do not promise specific relationship outcomes. Your results depend on:

1. Your specific relationship situations

2. How consistently you practice the skills

3. How others respond (which we can’t control)

4. Your own commitment to growth

5. Many factors beyond anyone’s control

This program gives you relationship tools and support, but every relationship involves at least two people with free will.

17. Not Relationship Therapy

This group program is educational and supportive but is NOT:

1. Marriage counseling or couples therapy

2. Family therapy

3. Sex therapy

4. Treatment for relationship trauma

5. Mediation for serious conflicts

For these services, please see a licensed therapist, counselor, or mediator.

18. Personal Sharing Guidelines

During this program:

1. You’ll be invited to share personal relationship experiences

2. Only share what you’re comfortable discussing

3. Focus on YOUR feelings and experiences, not blaming others

4. Use examples that help you learn, not just to vent

5. Remember that feedback from the group is supportive, not judgmental

19. Group Behavior Rules

Everyone in the group agrees to:

1. Be kind when discussing sensitive relationship topics

2. Focus on the behavior, not attacking the person

3. Give feedback that helps, not hurts

4. Listen without interrupting

5. Respect different relationship styles and choices

6. Keep a “no shame” approach to relationship challenges

7. Use “I” statements instead of “you should” statements

20. Talking About Difficult Stuff

Relationship discussions might bring up:

1. Painful memories or experiences

2. Strong emotions like anger, hurt, or sadness

3. Awareness of unhealthy patterns

This is normal, but if you feel overwhelmed:

1. Let me know privately

2. Consider talking to a mental health professional

3. Take care of yourself during tough discussions

21. Materials You Receive

Any worksheets, activities, or tools I give the group belong to me. You can use them for your own relationships, but you can’t:

1. Share them with people outside the group

2. Sell them or pass them off as your own work

3. Use them to create your own relationship coaching program

22. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Relationship Coaching Disclaimer

I understand this program provides relationship skills coaching and is not a substitute for couples therapy, marriage counseling, or mental health treatment. The coach is not a licensed therapist, psychologist, or counselor. I will seek appropriate professional help for serious relationship or mental health concerns.

___ (initial here)

9/ Remote Work Coaching Contract Template

What This Is

This is an agreement between you (someone joining our remote work skills group) and me (the coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Company (if applicable): _________________________

• Job Title: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] people who want to get better at working remotely or managing remote teams. We’ll work together on:

• Setting up a productive home office

• Managing your time when working from home

• Communicating clearly when you’re not face-to-face

• Staying focused and avoiding home distractions

• Building work relationships from a distance

• Using remote work tools effectively

• Setting boundaries between work and home life

• Dealing with isolation or burnout

You’ll learn both from me and from others in the group. This is NOT technical IT training. I’m here to help you work better remotely, not to fix your computer or teach you programming.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• A personal remote work success plan

• Home office setup checklist

• Time management tools for remote work

• Templates for virtual meetings and check-ins

• Remote communication guides

• Support from others also working remotely

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for ongoing support

• Weekly remote work challenges to practice new skills

How We’ll Meet:

Our group will meet ONLINE USING [ZOOM/TEAMS/OTHER PLATFORM].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Create a home workspace that helps you focus

2. Manage your time better when working remotely

3. Communicate more clearly with your team

4. Use remote work tools more effectively

5. Stay connected with coworkers even from a distance

6. Keep a healthy balance between work and home life

7. Stay motivated and productive without direct supervision

8. Avoid common remote work burnout and isolation

Each person will have different remote work goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a space where you can talk honestly about remote work challenges

2. Share practical remote work tips you can use right away

3. Give you tools to be more productive at home

4. Make sure everyone gets a chance to participate

5. Keep what’s shared in the group private

6. Understand the different challenges of various remote work situations

7. Provide support for both individual workers and team managers

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Actually try the remote work strategies we talk about

4. Support others in the group

5. Keep what others share private

6. Be honest about your remote work challenges

7. Have a computer with working camera and microphone for the sessions

8. Find a quiet place for our sessions where you won’t be interrupted

6. Tech Requirements

To fully participate, you’ll need:

1. A computer with a working camera and microphone

2. Reliable internet connection

3. Quiet space for video sessions

4. Basic familiarity with [ZOOM/TEAMS/PLATFORM OF CHOICE]

5. [ANY OTHER SPECIFIC REQUIREMENTS]

You’ll get instructions on how to join our online meetings before we start.

7. Workplace Privacy

Since we’ll be talking about work matters, special privacy rules apply:

1. I won’t share anything about your work situation with anyone outside the group

2. You agree not to share what other members say about their companies

3. Be careful not to share confidential company information or trade secrets

4. Use good judgment about what work details you discuss

5. Consider whether your employer has policies about discussing work challenges

Remember that what happens in our group stays in our group.

8. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay.

9. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

10. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

11. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

12. Billing Your Company

If your company is paying for this program:

1. I can send the invoice directly to your company if needed

2. You’ll need to provide the correct billing information

3. You’re still responsible if your company decides not to pay

4. I can provide a simple explanation of the program for your manager

5. You’ll get a certificate of completion for your records

13. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be supportive of others’ remote work challenges

3. No selling products or services to other members

4. Share useful remote work resources you find

5. Keep everything shared there private

6. No complaining about specific coworkers or bosses by name

7. I can remove posts or people that break these rules

14. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else (including coworkers)

2. Post them online

3. Use them after the program ends

15. No Guaranteed Results

I cannot and do not promise specific remote work outcomes. Your results depend on:

1. Your specific work situation

2. How consistently you practice the strategies

3. Your home environment

4. Your company’s remote work policies

5. Many factors outside anyone’s control

This program gives you tools and support, but every remote work situation is different.

16. Not IT Support or HR Advice

This group program is educational only. I am not:

1. IT support for your computer or software problems

2. An HR advisor for workplace policy questions

3. A legal expert on employment laws

4. Able to intervene with your manager or company

5. Responsible for your company’s remote work policies

For technical support, talk to your IT department. For HR questions, consult your employee handbook or HR department.

17. Employee vs. Self-Employed Differences

Our group will include both employees working remotely and self-employed people. We’ll discuss:

1. How strategies might differ between these situations

2. Special challenges for each type of remote worker

3. Ways to adapt advice to fit your specific work arrangement

18. Group Behavior Rules

Everyone in the group agrees to:

1. Be supportive of different remote work situations

2. Not judge how others manage their remote work

3. Share both successes and challenges honestly

4. Listen without interrupting

5. Keep conversations professional, even when discussing home life

6. Avoid complaining about coworkers or employers by name

7. Respect different work styles and home situations

19. Materials You Receive

Any worksheets, checklists, or tools I give the group belong to me. You can use them for your own remote work, but you can’t:

1. Share them with people outside the group (including coworkers)

2. Sell them or pass them off as your own work

3. Use them to create your own coaching program

20. Using Company Equipment

If you’re using company equipment (computer, phone, etc.) for this program:

1. Make sure you’re allowed to install any required software

2. Be aware of any monitoring your company might do

3. Check your company policies about using work equipment for professional development

4. Consider using personal equipment if company policies are strict

21. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Remote Work Coaching Disclaimer

I understand this program provides remote work strategies and support but is not technical IT training or HR/legal advice. The coach cannot guarantee specific outcomes or intervene in my workplace. I’ll seek appropriate IT support or HR guidance for those needs.

___ (initial here)

10/ Mental Health Coaching Agreement Template

What This Is

This is an agreement between you (someone joining our mental wellness group) and me (the coach who runs the group). It explains what our group program includes, what you’re paying for, and the rules everyone needs to follow. Please read it carefully before you sign up.

1. Our Contact Info

Coach Details:

• Name: [YOUR NAME]

• Business Name: [YOUR COMPANY NAME]

• Address: [YOUR BUSINESS ADDRESS]

• Phone: [YOUR PHONE NUMBER]

• Email: [YOUR EMAIL ADDRESS]

Your Details:

• Name: _________________________

• Address: _________________________

• Phone: _________________________

• Email: _________________________

• Emergency Contact: _________________________

2. What Our Group Program Is About

This group coaching program brings together [NUMBER] people who want to improve their mental wellness and emotional skills. We’ll work together on:

• Building healthy coping skills

• Managing everyday stress better

• Understanding your emotions

• Creating supportive daily habits

• Setting boundaries with others

• Improving your self-care

• Finding more joy and meaning in life

This is NOT therapy or mental health treatment. I’m here to teach skills for mental wellness, not to diagnose or treat mental health conditions. I am not a licensed therapist, psychologist, or psychiatrist.

3. What You Get

Here’s what you’ll receive as part of our group:

• [NUMBER] group coaching sessions, each lasting [LENGTH] minutes

• Mental wellness workbooks and exercises

• Stress management tools

• Self-care planning resources

• Weekly check-in system

• Support from others working on similar challenges

• Recordings of each session (available for [NUMBER] days after)

• Online group forum for daily support

• Referral resources for additional mental health support

How We’ll Meet:

Our group will meet [ONLINE USING ZOOM/IN PERSON AT LOCATION].

When We’ll Meet:

Our group meets [EVERY WEEK/EVERY OTHER WEEK] on [DAY] at [TIME] for [NUMBER] months.

4. What We Want to Achieve

Our group program will help you:

1. Learn practical skills to handle stress and difficult emotions

2. Create daily habits that support your mental wellness

3. Set healthy boundaries in your relationships

4. Practice better self-care routines

5. Find more positive ways to talk to yourself

6. Connect with others who understand your challenges

7. Know when and how to get additional support when needed

Each person will have different mental wellness goals, but we’ll all help each other get there.

5. Our Jobs

What I’ll Do:

I promise to:

1. Create a safe space where you can talk about mental wellness challenges

2. Share practical tools you can use right away

3. Never judge you for your struggles

4. Make sure everyone gets a chance to participate

5. Keep what’s shared in the group private (with important exceptions I’ll explain later)

6. Let you know if I think you need more help than coaching provides

7. Provide resources for professional mental health support when needed

What You Need to Do:

You need to:

1. Come to all group sessions on time

2. Participate in discussions and activities

3. Try the mental wellness practices between sessions

4. Support others in the group without trying to fix them

5. Keep what others share private

6. Be honest about your challenges

7. Tell me if you’re experiencing serious mental health issues

8. Get professional help if your needs go beyond coaching

6. VERY IMPORTANT: Coaching vs. Therapy

You must understand these key differences:

1. This is mental wellness COACHING, not therapy or treatment

2. I am NOT a licensed mental health professional

3. I cannot diagnose mental health conditions

4. I cannot treat mental illness, trauma, or addiction

5. This group is for learning skills, not treating clinical issues

6. Coaching works alongside therapy, not instead of it

If you are currently dealing with:

• Depression

• Anxiety disorders

• Trauma/PTSD

• Addiction

• Suicidal thoughts

• Eating disorders

• Other mental health conditions

You should be working with a licensed mental health professional IN ADDITION to this group, or you may not be right for this program.

7. Safety First

Your safety is most important. This means:

1. If you have thoughts of harming yourself or others, you must tell a mental health professional right away

2. Call your local crisis line or 988 (US Suicide & Crisis Lifeline) for immediate help

3. Go to your local emergency room if you’re in danger

4. I will provide a list of emergency resources at our first session

5. I may need to contact emergency services if I believe you’re in immediate danger

8. Keeping Things Private

What happens in our group stays in our group. This means:

1. I won’t share what anyone says with people outside the group

2. You agree not to share what other group members talk about

3. You can share your own experiences, but not others’ stories

I MUST break privacy if:

1. I believe someone might hurt themselves or others

2. I learn about abuse of a child, elderly, or disabled person

3. A court orders me to share information

4. You give written permission to share something specific

9. How Long This Group Runs

Start and End:

Our group starts on [START DATE] and ends on [END DATE]. We’ll have [NUMBER] sessions total.

Leaving Early:

You can leave the group early, but:

1. You won’t get money back once we’ve started

2. You still need to keep private what you heard in the group

3. You should let me know in writing if you decide to leave

I can ask someone to leave the group if they break our rules or don’t pay. I might also suggest you leave the group if I believe you need more help than coaching can provide.

10. Money Stuff

Total Cost:

$[AMOUNT] per person for the full program

How to Pay:

• All at once by [DATE], OR

• $[AMOUNT] each month due on the [DATE] of each month

How You Can Pay:

[LIST PAYMENT METHODS: Credit card, PayPal, bank transfer, etc.]

Late Payments:

If you pay more than [NUMBER] days late, you’ll owe an extra $[AMOUNT].

11. Attending Sessions

Showing Up:

Everyone needs to be on time for sessions. This helps the whole group.

Missing a Session:

If you miss a session:

1. You won’t get a makeup session or refund

2. I’ll send you the recording (if available)

3. You can ask questions about what you missed in our online group

Group Schedule Changes:

If most group members can’t make a session, I might reschedule. I’ll always give at least [NUMBER] days’ notice.

12. Getting Your Money Back

You can ask for your money back:

1. Up to [NUMBER] days before the group starts: full refund

2. Less than [NUMBER] days before we start: [PERCENTAGE]% refund

3. After we’ve started: no refund

If I have to cancel the whole program, you’ll get all your money back.

13. Online Group Rules

For our online forum or group chat:

1. Only people in the program can join

2. Be supportive and kind to all members

3. No giving medical or mental health advice to others

4. No sharing potentially triggering details (self-harm, etc.)

5. No trying to “fix” other members’ problems

6. Keep everything shared there private

7. I can remove posts or people that break these rules

14. Session Recordings

Our group sessions will be recorded so members can watch again or catch up if they miss a session. By signing this agreement, you agree to being recorded.

These recordings are only for group members. You cannot:

1. Share them with anyone else

2. Post them online

3. Use them after the program ends

15. Talking About Difficult Stuff

Mental wellness discussions might bring up:

1. Strong emotions

2. Painful memories

3. Awareness of unhealthy patterns

If this happens:

1. You can step back or take a break anytime

2. Let me know privately if you’re struggling

3. Remember that discomfort is sometimes part of growth

4. You never have to share more than feels safe

16. Taking Care of Yourself

During this program, you agree to:

1. Prioritize your mental wellbeing

2. Tell me if the program is too challenging

3. Reach out to professional help when needed

4. Practice self-care before and after sessions

5. Set boundaries about what you share

6. Remember that growth takes time

17. No Guaranteed Results

I cannot and do not promise specific mental wellness results. Your results depend on:

1. Your starting point

2. How consistently you practice the skills

3. Your life circumstances

4. Whether you’re also getting professional help if needed

5. Many factors outside anyone’s control

This program gives you tools and support, but mental wellness is a personal journey that takes time.

18. Not Mental Health Treatment

This group program is NOT:

1. Therapy or counseling

2. A treatment for mental illness

3. A crisis intervention service

4. A substitute for medication or medical care

5. A replacement for professional mental health treatment

19. Referrals to Professionals

I might suggest you talk to a mental health professional if:

1. Your challenges seem beyond what coaching can help

2. You share thoughts of harming yourself or others

3. You’re experiencing symptoms that need medical attention

4. You could benefit from more intensive support

5. I believe therapy would complement our coaching work

This is not a judgment – it’s about getting you the right kind of help.

20. Group Behavior Rules

Everyone in the group agrees to:

1. Treat others with respect and kindness

2. Listen without judging

3. Offer support, not advice unless asked

4. Keep a “no shame” approach to mental wellness

5. Not try to “fix” other people

6. Honor different experiences and perspectives

7. Use supportive language

21. Materials You Receive

Any worksheets, exercises, or tools I give the group belong to me. You can use them for your own mental wellness, but you can’t:

1. Share them with people outside the group

2. Sell them or pass them off as your own work

3. Use them to create your own coaching program

22. Signing This Agreement

By signing below, you agree to everything in this document:

Your Name: _______________________

Your Signature: ____________________ Date: __________

Coach Name: _______________________

Coach Signature: ____________________ Date: __________

Mental Health Coaching Disclaimer

I understand this program provides mental wellness coaching and is NOT therapy, counseling, or mental health treatment. The coach is not a licensed therapist, psychologist, psychiatrist, or healthcare provider. I take full responsibility for my mental health and will seek appropriate professional help when needed.

___ (initial here)

Current Mental Health Support: I confirm that (check one):
□ I am not currently experiencing significant mental health challenges that require professional treatment.
□ I am currently working with a mental health professional who knows I am joining this coaching program.

___ (initial here)

What Is a Group Coaching Contract?

A group coaching contract is a legal document between you and your clients who join your group coaching program. It outlines the coaching services provided and what clients can expect.

This agreement forms the foundation of your coaching relationship with each group coaching program participant. It protects both you and your clients from misunderstandings.

Your contract should make it clear that you’re offering coaching, not therapy or mental health care. This distinction matters for legal protection and client expectations.

Key Parts of Your Group Coaching Agreement/Contract

Program Details

Your group coaching program overview should explain exactly what clients will receive. This includes the number and length of group coaching sessions.

Be specific about what happens when attending group coaching sessions. Will you record them? Will there be homework?

Outline the coaching process and what makes up the full group coaching experience. This sets proper expectations from the start.

Roles and Responsibilities

Make it clear that implementing coach’s suggestions is exclusively client’s responsibility. Results depend on their actions, not just your guidance.

The client has full and complete responsibility for their decisions and outcomes. Your role is to guide, not to guarantee results.

State that the client is solely responsible for their emotional well being throughout the coaching program. This removes any suggestion that you’re providing mental health support.

Professional Boundaries

Clarify that you do not provide therapy or treat mental disorders as defined by the American Psychiatric Association. This is critical legal protection.

Explicitly state that you are not a mental health professional or mental health care provider. If a client needs such independent professional guidance, they should seek it elsewhere.

Mention that coaching is not a substitute for medical or psychological advice, substance abuse treatment, or other professional advice. This prevents clients from relying on coaching for issues beyond its scope.

Confidentiality Terms

Explain how privacy works differently in a group setting versus an individual or group setting. Multiple people will hear what’s shared.

State that while you’ll maintain confidentiality, you cannot control other party’s confidential information shared by group members. Each group coaching client present has a responsibility to maintain privacy.

Include exceptions where you might break confidentiality, such as if a client discloses illegal activity or harm to themselves or others. These are legally required exceptions.

Payment and Cancellation

Clearly state your coaching fees and what happens with missed appointments. Be specific about the coaching fee stated in your agreement.

Outline what happens if coach requests rescheduling or if the client needs to cancel. Having clear terms prevents disputes.

Include information about refunds and what happens if either party needs to end the coaching engagement early. This protects both sides.

Legal Protections

Specify that you are neither an employee nor in an attorney client relationship with participants. You maintain independent contractor status at all times.

Include language about reasonable attorney fees incurred by the prevailing party in any dispute. This discourages frivolous legal actions.

Make it clear that clients need coach express permission before recording or sharing content from sessions. Also protect such intellectual property and respective owners prior work.

Sample Contract Language

Here’s how some important sections might look in your group coaching contract template:

Scope of Services Section

SCOPE OF SERVICES

Coach agrees to provide group coaching services as part of a comprehensive process to assist client in reaching their goals. Coach will facilitate individual and group exercises designed to promote growth and development. Client understands that coach does not provide therapy or treat psychological or medical conditions. If client wishes to receive mental health care, they should consult a licensed provider.

Client Responsibilities Section

CLIENT RESPONSIBILITIES

Client acknowledges and accepts full and complete responsibility for their own decisions, actions, and results. Implementing coach's suggestions is the client's exclusive responsibility. Client agrees to communicate honestly during the coaching relationship and take ownership of their emotional well being throughout the program.

Termination Section

TERMINATION

Either party may terminate this group coaching agreement with [X] days written notice to the coach prior to the next scheduled session. Termination may also occur due to other party's material breach of this agreement. Client prior payments may be refundable according to the refund policy stated below.

Intellectual Property Section

INTELLECTUAL PROPERTY

All materials provided during group coaching sessions remain the property of the coach or respective owners prior to sharing. Client may not reproduce or distribute such intellectual property without prior written consent from the coach. Other party's confidential information and materials must be respected at all times.

Making Your Contract Work for You

Have clients review the group coaching agreement carefully before signing. This ensures they understand what they’re agreeing to.

Create a simple process for signatures that works for both in-person and virtual coaching. Electronic signature services make this easy.

Consider having your contract reviewed by a legal professional familiar with the International Coach Federation guidelines. This adds extra credibility to your practice.

Setting Client Expectations

Clearly explain that coaching results are the direct or indirect result of client actions. Your role is to guide, not guarantee outcomes.

Let clients know that you’re there to support their growth but not to manage their mental and financial health. These remain the client’s responsibility.

If a client needs services you don’t provide, be ready to refer them to appropriate resources. Know which mental health professional or other providers in your area you can recommend.

Legal Considerations to Remember

Make it clear that coach provide therapy is not part of your services. This distinction protects you legally.

Include language stating that confidential information shared in sessions should remain private. However, acknowledge the limits in a group context.

Specify that clients need prior written consent before sharing any materials from your program. This protects your intellectual property.

Handling Specific Situations

Address what happens if a client enters the program with undisclosed psychological or medical conditions. This protects both parties.

Include provisions for what happens if coach requests changes to the schedule or format. Flexibility is important, but needs clear parameters.

Outline the process for handling situations where someone becomes disruptive during group sessions. Having this in writing makes difficult conversations easier.

Final Tips for Your Contract

Update your contract regularly as your services evolve. An outdated agreement may not provide adequate protection.

Use language that’s professional but not overly complex. Your group coaching contract template should be understandable to the average person.

Your contract sets the tone for your coaching relationship. It should feel professional and supportive, not intimidating.

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