Service Scope
Precise description of coaching topics, session length, number of sessions, and program objectives so deliverables are measurable and well defined.
A written Coaching Service Package reduces scope confusion, documents payment and cancellation terms, and records client consent to coaching methods and data handling. It protects both parties by setting expectations and providing an enforceable record of agreed terms under U.S. electronic signature laws such as the ESIGN Act (15 U.S.C. ch. 96) and state UETA implementations.
A clear package makes onboarding, billing, and dispute resolution more straightforward for providers and recipients alike.
Precise description of coaching topics, session length, number of sessions, and program objectives so deliverables are measurable and well defined.
Fee schedule, billing frequency, acceptable payment methods, late fees, and refund or cancellation terms to avoid billing disputes.
Standard session times, cancellation notice windows, rescheduling policy, and consequences for missed sessions.
Mutual confidentiality provisions, exceptions required by law, and data handling for any personal or health information collected during coaching.
How either party may end the engagement, notice requirements, and obligations on termination such as final payment or delivery of work product.
Signature block, effective date, and electronic signature consent language that meets ESIGN/UETA requirements for enforceability.
| Field | Configuration |
|---|---|
| Intake Form | Collect contact, goals, and emergency contact details |
| Payment Capture | Require deposit or card entry before finalizing |
| Review Step | Add a review checkpoint for negotiated changes |
| Signature Flow | Set signer order, authentication, and final copy delivery |
Verify the chosen method supports intent, attribution, and record reproduction under ESIGN/UETA and stores an audit trail for each signature event.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Free trial available | Free trial available | Free trial available | Free trial available |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Date terms commence, entered as MM/DD/YYYY
Date(s) payment is due per schedule
Notice days required for cancellations or reschedules
Date client must accept renewal terms
Retention durations for signed records and audit trails
Ensure signature blocks and notarization block are present before signing
Signer presents government ID or completes RON identity proofing
Arrange required witness count per state law
Notary completes acknowledgement or jurat, with date and seal
Retain audio-video if remote notarization is used
Notary records transaction in journal or electronic ledger
Provide client and coach with final signed document
Retain audit trail and notarization records for legal proof
A small services firm standardized client agreements for recurring programs to reduce onboarding time.
A solo practitioner moved all client agreements online to ensure compliance and speed contract execution.
The individual receiving coaching should sign under their legal name and provide contact information and payment authorization; if signing for a minor, a parent or guardian must sign.
The coach or an authorized representative of the coaching practice (owner, manager) should sign, with role and authority clearly identified to avoid later challenge.
Provide signed documents in PDF and DOCX so clients and accountants can store or archive records easily.
Attach payment receipts and invoices to the final signed package for tax and bookkeeping purposes.
Include the completed intake form or assessment as an exhibit to the agreement for reference.
Attach any HIPAA or FERPA consent forms or data-sharing authorizations when applicable.