Examples of Coaching Documentation

Confirmation Letter
Name
Address
Suburb

Date
Dear (Clients Name)

I am writing to confirm our agreement for .. sessions of coaching.

Our agreed times are as follows;
Thursday September 10th @ 5.00pm
Thursday September 17th @ 5.00pm
Thursday September 24th @ 5.00pm
Thursday September 31st @ 5.00pm
Each session will be 45 minutes. I attach details of our agreement, together with a
questionnaire for you to complete so that I may see how best I can serve you
throughout our coaching relationship.
I would like to congratulate you on your commitment and willingness to become the
best that you can be, and say how much I am looking forward to playing a part in
your growth.

Yours sincerely

Your Name
Your Business Name

Your Personal Details

I look forward to helping you achieve success and joining you on your personal
journey to self mastery. Please
complete your details below and return by e-mail or fax.
Todays Date: Your Name:................
RESIDENTIAL DETAILS
No. ..

Street:.

City: .

State: Postcode:...

Country:
Telephone No. . Fax:
Mobile: E-mail:...
EMPLOYMENT/BUSINESS/COMPANY DETAILS
Business Name:.
No. ..

Street:.

City: State: ..

Postcode:...

Country:
Type of Business: ..
Your position: ..
Telephone No. .. Fax:
Mobile: E-mail: ...
Your Birthday: .
Spouse or Partners Name:...
Childrens Names & Ages:

Your Payment Details

How would you like to pay for your sessions? :Direct Debit My bank account details are
BSB No.: Account No.:
Account Name:
.
Please deduct payments from my bank account Signed:
..

Credit Card
Card No.: Expiry Date: .
Name on Card:
.
Please deduct payments from my credit card Signed:
...

Cheque
Fee Effective from: (inclusive of GST)
Please tick which plan you would prefer
Plan A 1 hour per week
Plan B 1 hour twice per week
Plan C 45 minutes per week
Plan D 45 minutes twice per week
Plan E 30 minutes per week
Plan F 30 minutes twice per week

$
$
$
$
$
$

Payment is paid in advance for each four week coaching period. Coaching will begin
once the first payment has been received and the agreement for coaching has been
signed.

Call Procedure
Please call me on the following telephone number at the agreed time.
Telephone No.
Telephone charges for private coaching will be for your account.
Duration of call: minutes: times per month:

Cancellations
Please ensure cancellations are made at least 24 hours in advance. A cancellation
made at least 24 hours in advance may be rescheduled. There will be no credit or
refund for sessions cancelled within a 24 hour period of a scheduled session.
Termination
You may cancel at anytime. Termination is accepted in writing only by fax or email.
Confidentiality
I pledge that I will not at anytime, directly or indirectly voluntarily use any information
disclosed by you or communicate any information to a third party.
Important Note
Coaching results are not guaranteed. You are entering into a coaching relationship
with the clear knowledge that you are responsible for creating your own results.

Signed: Date: .

Coach: Date: .

About You
As your coach, it is important for me to get a clear understanding of how you view
yourself and your world. Please spend some time answering the questions below,
do not rush, as these questions are designed to give me a framework of where you
are now. Please be honest and truthful with your answers, we will talk about where
you would like to be with your answers during our coaching sessions.
1.

What are you good at? List your strengths here:

...
...
...
...
2.

Picture yourself as a 90 year old person looking back at their life. What would
you have liked to have achieved so that you would consider your life to be
fulfilling with few regrets.

...
...
...

3.

Do you have a secret passion that you wish you had done or could do? If
so what is it?

...
...
...
...
4.

List the most important people in your life and their relationship with you:

...
...
...
...
5.

If you had all the money and resources you needed and you could spend
your life in anyway that you choose what would you do?

..
...
...
...

6.

In our coaching relationship is there anything I need to know about you to

help our communication? e.g. Do you like direct communication i.e. bottom
line, to be nurtured, to be supported?

...
...
...
...
7.

What is missing from your life right now?

...
...
...
...
8.

Do you believe in God or in the concept or a higher power? Do you have a

religion, which you follow? If so describe it and how this supports you in your
life.

...
...
...
...
9.

What obstacles are in your way right now that stop you achieving what you
believe to be your ideal life or what of living?

...
...
...
...
10.

Do you need to discuss your coaching sessions with someone else who is
close to you and get their support? If so, can you do this before our first
session?

...
...
...
...
11.

List 3 goals you would like to achieve?

...
...
...
...

Is there anything else you would like to say?

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

Follow up Letter
Name
Address
Suburb
Date
Dear (Clients Name)
Thank you for the opportunity to coach you this weekend. I trust that the session
was sufficient to commence your journey , particularly towards achieving your goal
of..
You may now recognise how powerful coaching can be as an ongoing process to
keep you focused and committed to achieving whatever you want from your life. I
have enclosed my full details in the event you decide to continue with the coaching
process.
I wish you every success for the future.
If you have any questions please do not hesitate to call me.
Kind regards

Your Name
Your Business Name