Coaching Agreement
This agreement is made between Sue Patt (“Coach”) and [ ] (“Client”)on [Dec 17, 2024]. It is the responsibility of the Client to pre-schedule all calls within the Program start and end dates below. Coaching sessions are for the long-term success of your Program. This Program expires if purchased sessions have not been completed within the end date specified below. Unused sessions will be forfeited and no refunds will be given.
Both parties agree to the following:
Program Start:
Program End:
Coaching is a collaborative process with an ongoing relationship between the Client and the Coach.
The coaching experience helps the Client to establish new behaviors and grow personally and/or professionally.
The coaching relationship is strengths-based, forward-looking, and collaborative. The coaching agenda is developed and implemented in partnership between the Client and Coach.
The role of the Coach is to help the Client progress towards achieving a goal. The Client and Coach agreed to fully engage in the coaching experience.
The Client recognizes that coaching is not therapy, counseling or consulting.
Coaching sessions may occur in person, by phone, through video conference, or via text or email depending on what works best for the Client and the coaching packages selected.
Investment
The total of our coaching agreement is for $_Pro-bono . You have two choices as to how you pay for these services:
PAYMENT OPTION A: Pay In Full
With this option, the total amount of the agreement ($ ) is due at the beginning of our coaching agreement. If you pay in full you will receive a 10% savings ($ savings), bringing the total payment to $ due prior to the first coaching session.
PAYMENT OPTION B: Installment Plan
With this option, the agreed upon monthly payment would be made by credit card and automatically processed on the of each month.
The total monthly payment would be $ /month.
Achieving the life of your dreams is a one year process. I commit to the price above for
_# of months and you commit to staying in the process for _#_ of months.
Session timing and scheduling
This coaching package includes 3 contacts per month. These calls are scheduled in advance, typically within the first three full weeks of the month. These calls are [40] minutes in duration.
In between regularly appointed coaching sessions, we will use "post-session recaps" to enhance and anchor the benefits of your coaching. This will create a "journaling" of your success.
To access your coaching session: [Sue Patt is inviting you to a scheduled Zoom meeting. Topic: Fran and Sue Patt's Personal Meeting Room; Join Zoom Meeting; https:// us02web.zoom.us/j/2840527594; Meeting ID: 284 052 7594], unless other arrangements have been made.
On occasion, you may have an urgent question, request for feedback or want a confidential response to some situation where you don't want to wait for your next call. This is a "just in time coaching" where you can login to the private client portal and post a question and/or share a document to get a timely response in between our scheduled sessions.
In the event a scheduled session cannot be made, please provide 24 hour notice. I’m happy to do my best to reschedule your session as soon as possible. If the session can’t be rescheduled within near proximity to the original session, this session will be added to the end of our coaching agreement time and “banked” for the future.
If you are 10 minutes late to a coaching session, the session will be deducted from the number of sessions in this agreement and not made up.
After 2 missed sessions, we will have a conversation to re-commit to the coaching process. If 3 missed sessions, the coaching package will be terminated with no refunds given.
If I, the Coach, am 10 minutes late and miss a coaching session without 24 hour prior notice, a coaching session will be added to the end of our coaching agreement.
Disclaimer of health care related services
The Coach encourages the Client to continue to visit and to be treated by his or her healthcare professionals, including, without limitation, a physician. The Client understands that the Coach is not acting in the capacity of a doctor, dietitian, psychologist or other licensed or registered professional. Accordingly, the Client understands that the Coach is not providing healthcare, medical or nutrition therapy services and will not diagnose, treat or cure in any manner whatsoever any disease, condition or other physical or mental ailment of the human body.
Personal responsibility and release of healthcare related claims
The Client acknowledges that the Client takes full responsibility for the Client's life and well-being, as well as the lives and well-being of the Client’s family and children (if applicable) and all decisions made during and after this Program.
The Client expressly assumes the risks of the Program, whether or not such risks were created or exacerbated by the Coach. The Client releases the Coach, his/her/their heirs, executors, administrators and assigns, it's officers, directors, shareholders, employees, teachers, lecturers, agents, health coaches and staff (collectively, the Releasees) from any and all liability, damages, causes of action, allegations, suits, sums of money, claims and demands whatsoever, in law, admiralty or equity, which against the Releasees, the Client ever had, now has or will have in the future against the Releasees, arising from the Client's past or future participation in, or otherwise with respect to, the Program, unless arising from the gross negligence of the Releasees
Confidentiality
The Coach represents, warrants and agrees as follows:
All information provided by the Client to the Coach during the course of the coaching relationship will be deemed "Confidential Information" and kept strictly confidential unless otherwise agreed in writing. The Coach will not disclose any communications, either verbal or written, that have taken place either between the Coach and the Client or with regard to this Agreement without the prior written consent of the Client.
This confidentiality restriction also applies to testimonials, which the Coach may use for promotional reasons only with the consent of the Client. The Client may request anonymity in connection with any testimonials to be used.
Notwithstanding the foregoing, "Confidential Information" does not include information that is:
- previously known to the Coach prior to discussions regarding this Agreement, free from any obligation to keep it confidential, or
- publicly disclosed by the Client either prior to or subsequent to the receipt by the Coach of such information, or
- independently developed by the Coach without any access to Confidential Information, or
- rightfully obtained by the Coach from a third party lawfully in possession of Confidential Information who is not bound by confidentiality obligations to the
The Coach may disclose Confidential Information if required to do so under applicable law, rule or order; provided that the Coach, where reasonably practicable and to the extent legally permissible, provides the Client with prior written notice of the required disclosure. The Coach will return, or at the Client's request, destroy, all copies of the Confidential Information in the Coach’s possession or control upon termination of this Agreement.
Choice of law, arbitration and limited remedies
This agreement shall be construed according to the laws of the State of Pennsylvania. In the event that any provision of the Agreement is deemed unenforceable, the remaining portions of the Agreement shall be severed and remain in full force. In the event a dispute arises between the parties, either arising from this Agreement or otherwise pertaining to the relationship between the parties, the parties will submit to binding arbitration before the American Arbitration Association (Commercial Arbitration and Mediation Center for the Americas Mediation and Arbitration Rules.) Any judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof. Such arbitration shall be conducted by a single arbitrator. The sole remedy that can be awarded to the Client in the event that an award is granted in arbitration is refund of the Program Fee. Without limiting the generality of the foregoing, no award of consequential or other damages, unless specifically set forth herein, may be granted to the Client.
If the terms of this Agreement are acceptable, please sign the acceptance below. By doing so, the Client acknowledges that:
- he/she/they has/have received a copy of this letter
- he/she/they has/have had an opportunity to discuss the contents with the Coach and, if desired, to have it reviewed by an attorney; and
- the Client understands, accepts and agrees to abide by the terms
Coach Name: Signature: Date:
Client Name: Signature: Date:
Parent signature required for minors
Parent Name: Signature: Date:
