Coaching Payment
Information

Coaching Practice Tools

A clear fee and payment reference for clients - sets financial
expectations in writing before they become a source of friction.

Getting Finances on the Table Early

Payment conversations are the ones coaches most often delay. The result is that clients reach their third or fourth session still unclear about billing cycles, what happens if they miss a session, or whether the rate they were quoted includes anything beyond the call itself.

Getting this on paper resolves those questions early. Clients who receive clear payment information upfront rarely bring it up again - it becomes a settled background fact rather than a persistent uncertainty. Clients who do not receive it often carry a low-level anxiety about the financial arrangement that can show up in subtle ways: reluctance to schedule the next session, hesitation to commit to a package.

Fill in your specific rate and terms, distribute it with your onboarding materials, and refer back to it if a payment question arises.

How to Use This Sheet

  1. Fill in your actual fee and payment timing before distributing - do not send with visible placeholders.
  2. Include this with your onboarding packet, alongside your agreement and welcome letter.
  3. List only the payment methods you genuinely accept and can process reliably.
  4. If you use a third-party billing platform, note it here and provide the link or instructions.
  5. Keep your cancellation and refund terms consistent with what is in your coaching agreement.

Payment Information

Coach:
Invoice (email)
Credit / Debit Card
PayPal
Venmo / Zelle
Other:

If you have any questions about your invoice, billing cycle, or payment method, please contact me directly at:

___________________________________     [Your Name], [Credential]

Tandem Coaching Partners

Credentialed coaches with real-world leadership experience,
partnering with executives and organizations
to unlock sustainable growth.

Consultation

tandemcoach.co/
contact-us

Email

info@tandemcoach.co

Phone

855 51 COACH

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