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LIFE COACH 101
“Never doubt that a small group of thoughtful, committed people can change the world; indeed, it’s the only thing that ever has.
- Margaret Mead
HAVE A PROPER CONTRACT IN
PLACE
HAVE A PROPER CONTRACT IN PLACE
➤ do this BEFORE starting your first session➤ make sure both you and your client sign it➤ explain the terms to your client➤ make sure you are knowledgeable in and feel
comfortable with the terms of the contract ➤ save your records and keep this contract on file
DOCUMENT YOUR
SESSIONS
DOCUMENT YOUR SESSIONS
➤ use the “Client Session Notes” template➤ include:
➤ what went on in the session➤ homework you assigned➤ your to-do items before the next session➤ miscellaneous comments
➤ document anything that stands out or feels inappropriate, unusual or alarming
➤ save your records and keep this on file
IDENTIFY HIGH RISK CLIENTS
AND HIGH RISK
SITUATIONS
➤ screen clients first using the “Client Questionnaire” ➤ look for :
➤ serious mental and/or emotional problems or suicide risk➤ substance abuse➤ anything illegal or suggestive of violence to client or others
➤ 3 things you can do:➤ cease the coaching relationship ➤ report to proper authorities if needed➤ refer out to other professionals
➤ trust your instincts and don’t take on high risk clients
DISTINGUISH YOUR COACHING
SERVICES FROM MEDICAL,
PSYCHOLOGICAL, AND SUBSTANCE
ABUSE TREATMENT
DISTINGUISH YOUR COACHING FROM MEDICAL, PSYCHOLOGICAL, AND SUBSTANCE ABUSE SERVICES
➤ do NOT attempt/claim to diagnose or treat any medical or mental conditions or issues
➤ stay away from health advising unless you’re certified ➤ do NOT advise client to change, stop, or add any
medications or supplements ➤ do NOT prescribe diets or detox’s
➤ do NOT misrepresent your qualifications ➤ make sure all clients understand and sign the “Client
Agreement”
MAINTAIN PROPER
BUSINESS RECORDS
MAINTAIN PROPER BUSINESS RECORDS
➤ keep copies of all client questionnaires and session notes
➤ keep all invoices or records of client payments
➤ keep ALL signed contracts
KEEP THE RELATIONSHIP PROFESSIONAL
KEEP THE RELATIONSHIP PROFESSIONAL
➤ respect boundaries by complying with duties outlined in the Client Agreement
➤ no intimate relationships with clients
HAVE A BUSINESS
STRUCTURE IN PLACE AND
MAINTAIN IT PROPERLY
HAVE A BUSINESS STRUCTURE IN PLACE AND MAINTAIN IT PROPERLY
➤ LLC or S-Corp vs. Sole Proprietor➤ liability➤ assets
➤ learn requirements of each➤ comply with requirements of each
PROTECT YOURSELF THROUGH
PROPER CONTRACTS
PROTECT YOURSELF WITH PROPER CONTRACTS
➤ protect your website with Terms & Conditions, Website Disclaimer, and Privacy Policy
➤ have contracts in place for each employee or Independent Contractor
➤ have a Terms of Use in place for your courses and/or products
➤ have Live Event and Retreat Agreements in place
ALWAYS CHECK STATE-
SPECIFIC GUIDELINES
CHECK STATE-SPECIFIC GUIDELINES FOR LIFE COACHES
➤ this is general information for you to use as a starting point
➤ each state has its own laws and regulations➤ ex: California’s “Informed Consent”
requirement
PURCHASE PROFESSIONAL
LIABILITY INSURANCE
PURCHASE PROFESSIONAL LIABILITY INSURANCE
➤ why would you need this?➤ divorce ➤ business loss
➤ consult with someone knowledgable and trustworthy in the insurance industry
PROVIDE HEARTFELT,
GENUINE, QUALITY SERVICE
PROVIDE HEARTFELT, GENUINE, QUALITY SERVICE
➤ do not mislead results of your coaching➤ have proper training and continue to
improve your skills➤ reach out to other professionals if you
something comes up that’s outside your realm of knowledge
➤ happy clients don’t complain :)
