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Coaching Program Agreement

For group coaching programs or masterminds - covers deliverables, access, and community standards.

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What's included

Program Scope, Duration, and Access

Defines the coaching program, start date, duration, included sessions, deliverables, community access, and any limits on availability of recordings or materials.

Fees, Payment Terms, and Late Payments

States the total program fee, payment schedule, installment obligations, taxes or processing fees, consequences of failed payments, and potential suspension of access.

Refunds, Cancellations, and Chargebacks

Sets out the refund policy, cancellation rules, deadlines, conditions for any guarantee, and restrictions on unauthorized chargebacks or payment disputes.

Group Confidentiality

Requires participants to keep group discussions, member identities, shared business information, and personal disclosures confidential, subject to lawful exceptions.

Intellectual Property and License to Materials

Protects the coach's course content, worksheets, recordings, frameworks, templates, and other materials while granting the participant a limited personal-use license.

Community Standards and Participant Conduct

Establishes expectations for respectful participation, non-harassment, non-solicitation where applicable, platform rules, and removal rights for disruptive conduct.

Termination, Removal, and Effect of Termination

Explains when either party may terminate, when the coach may remove a participant, whether fees remain owed, and what happens to program access after termination.

Disclaimers, Limitation of Liability, and Dispute Resolution

Clarifies that results are not guaranteed, limits liability to the extent permitted by law, and provides a process for resolving disputes under the selected governing law.

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Frequently asked questions

What should a coaching program agreement include?
It should identify the coach and participant, describe the program duration and deliverables, set payment and refund terms, protect program materials, require group confidentiality, define community standards, and explain termination and dispute procedures.
Can this agreement be used for a group coaching program or mastermind?
Yes. This template is designed for group coaching, masterminds, and similar online education programs where participants receive sessions, resources, community access, and structured guidance.
Why is a confidentiality clause important in group coaching?
Participants may share personal, business, financial, or strategic information during group sessions. A confidentiality clause helps protect those disclosures and encourages open participation within the group.
Should the refund policy be included in the agreement?
Yes. Refund and cancellation terms should be stated clearly before enrollment, including any deadlines, conditions, exclusions, and whether installment payments remain due after cancellation.

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Templates/Coaching Program Agreement