Coaching agreement
Eight short sections a client will actually read, with merge fields for the name, package, price and dates.
Open template →Package pricing worksheet
Pricing from your own week rather than someone else's website. Find the hourly floor from the hours you want and the income you need, shape two or three packages, then check that the clients you can hold add up to the year.
Package pricing worksheet
Fifteen minutes with four numbers. Start from the week you want, not from what other coaches charge.
1. Your floor
| Row | Your number |
|---|---|
| Client hours you want per week | |
| Weeks you will work this year (52 minus holidays, illness, quiet weeks) | |
| Client hours per year (hours × weeks) | |
| Income you need before tax, including practice costs | |
| Floor per client hour (income ÷ hours) |
Nothing you sell should imply a rate below the floor, including the free call, which you pay for with time.
2. Your packages
Two or three shapes is plenty: a way in, a bundle, and perhaps a subscription. Price the change over a period, not the hour, and write down what sits between sessions.
| Package | Sessions | Length | Period | Between sessions | Price |
|---|---|---|---|---|---|
| Discovery call | 1 | Free | |||
3. The check
| Row | Your number |
|---|---|
| Typical spend per client per year (packages bought × price) | |
| Clients needed to fill your weekly hours | |
| Income those clients produce (clients × spend) | |
| Difference from the income you need |
If the difference is negative, something moves: the price, the hours, or what is included. Decide which on paper.
4. Rules you will keep
- Reschedule notice: 24 / 48 hours
- Unused sessions: lapse after ___ days / roll over
- Refunds: none / within ___ days
- Price review date each year: ___
- Existing clients keep their price until their package ends
More templates
Intake questionnaire
Ten questions in three types: text for the substance, choice for the facts, a scale for the baseline.
Open template →Session notes
One page per session: what to read before, shared notes the client sees, private notes they never do, and a four-line checklist after.
Open template →Goal-setting worksheet
The goal, the why, one or two metrics, two or three habits, three first actions and the most likely obstacle, on one page.
Open template →