Life Coaches Business Documents
Browse editable business templates for life coaches, including agreements, intake forms, checklists, records, and client handoff documents.
Life coaches support goal setting, decision-making, habits, and accountability through structured conversations and action plans. Scope boundaries, confidentiality, client responsibility, progress, communication, referrals, and concerns should be documented.
View the Life Coaches workflow and document guide
- Life Coaching Agreement
- Life Coaching Appointment Request & Scheduling Form
- Client Goals & Readiness Intake
- Coaching Scope & Boundaries
- Confidentiality & Communication Agreement
- Informed Participation Acknowledgement
- Session Plan & Progress Log
- Action & Accountability Plan
- Client Concern / Referral Record
- Life Coach Service Estimate & Quote
- Life Coach Client Invoice