Interested in signing up for coaching services/workshops? That’s terrific! Getting personalized advice is one of the most life-changing gifts you can give yourself, and my commitment is to give you a dynamic, empowering perspective around your situation and several action steps every time we talk.
The following is a sample of our contract we will sign. It contains all the information you will need to have a powerful and positive consulting experience. Please read it before signing up for your package, as there are important policies I have around cancellations, rescheduling, between-session support, office hours, and transference.
If you have any questions at all, please reach out to me at firstname.lastname@example.org. I’m happy to answer your questions and make the sign up process easy for you.
The following sample is for signing up for a six-week package. The contract would be slightly revised for each of the coaching packages to reflect the proper time frame and scope.
I am delighted to be doing consulting work together and greatly look forward to our six weeks of working together. Out of formality, I have a few policies and procedures I want you to be familiar with in order to create a thriving consultant/client relationship. Please know that if you have any questions or concerns, I am happy to listen, answer, and solve them.
PLEASE READ AND SIGN THIS AGREEMENT BY SEPTEMBER 15, 2018.
AGREEMENT MUST BE SIGNED 24 HOURS BEFORE YOUR FIRST SESSION.
CONSULTING AGREEMENT BETWEEN CLIENT AND CARA PECKHAM
This service agreement is entered into and effective as of this 25th day of August, 2018, by and between CLIENT, and CARA PECKHAM.
In entering in to this contract to work together, we both agree to the following:
1. SCOPE OF WORK: BALANCING ACT COACHING PACKAGE.
You are retaining me to provide my coaching services by purchasing the 8-Week BALANCING ACT Package.
The 8-Week BALANCING ACT Package includes the following services:
Four - 1 hour coaching sessions per month for two months.
Sessions will be scheduled on the same day and same time,
one session per week for eight weeks.
Days and times will be decided during our first coaching session. Weekly coaching activities will be assigned and are to be completed before each session.
Additional services, beyond those described above, will require additional fees to be discussed and agreed upon by the parties.
You have paid in full for the 6-Week Clarity + Empowerment + Game Plan Package in the amount of $795.00. Consulting fees are commonly tax deductible as either a consulting or education expense on your Schedule C.
Your term of consulting will start in September 16, 2017 and the six weeks following until November 1, 2016.
4. DISCOVERY SESSION + SCHEDULE.
We will set all your sessions in the calendar ahead of time. Please be punctual with your call-in for appointment times, as I book many appointments back to back and it is my intention your not lose any valuable consulting time.
Our first session date is called The Discovery Session. I will be going over a few of the policies and procedures of our work together, and answering any questions you may have. My aim is to create an amazing six weeks together with ease and flow, so I like to give this introduction to make everything feel seemless for you.
You have indicated a preference for Thursdays at 11:00 a.m. PT, so we will make every attempt to get you in at that time!
My current available consulting days/times are Tuesday, Wednesday, or Thursday at:
8:00 a.m. PT
9:30 a.m. PT
11:00 a.m. PT
5. CREATING THE IDEAL CONDITIONS FOR CONSULTING SESSIONS.
You are hiring me as your consultant because you want to make significant changes in your life. These changes will sometimes happen fast and sometimes not. When the going gets tough we will stay in collaboration and work through to the other side. As your consultant, you have my word that I am 100% committed to you being powerful, successful, and having the life you want.
You are responsible for bringing the consulting topic(s) you wish to discuss to every session, including The Discovery Session. I will have a good background and assessment prepared from reading your Welcome Questionnaire and I will be giving you homework or suggested reading at each session. I take my own notes after our sessions are completed, and if you would like to take notes after the session I encourage that! However, it’s best to be present during the session without “trying to remember” everything that is being said by taking notes. You will also receive your MP3 right after our session in order to review the work we did together.
I ask that you situate yourself in a quiet space with no background distractions or noise during sessions. I ask that you not be driving, walking around with street noise, or be in charge of supervising children during your session time, and you have complete privacy during your session.
On my side, each client gets my 100% presence and undivided attention. I have a clear space in my office with no technology or interruptions. I also do a clearing exercise between each session so that my client has the best of my attention and focus. If you have any questions about how I prepare for sessions, feel free to ask!
One of my main goals is to provide a safe and comfortable space for you to grow and thrive in. If I ever do or say anything that upsets you or just doesn’t feel right, please let me know right away. I promise to make you “right” for doing so, and will do what is necessary to have you satisfied.
6. RESCHEDULING + SESSION FORFEITURE.
48-HOUR NOTICE REQUIRED TO RESCHEDULE. Rescheduling may be necessary from time to time. If you need to reschedule, I ask for a 48-hour notice. If a 48-hour notice is given, I will do my best to reschedule you for the same week of the original appointment. Sometimes that means you will only have a day or two between sessions. It is up to your discretion whether you want to keep the session or let it go, in that case. If less than a 48-hour notice is given, the session will be forfeited. You are allowed to have 1 “session reschedule” in each 6-week package.
LATE TO SESSION. If after 20 minutes you are not on the conference line, I will reach out by email to remind you of your session. Please reply to the email or text me at (917) XXX-XXXX to let me know you when you are able to jump on the line and start your session. We will work together for the remaining minutes of our scheduled session. Unfortunately, I cannot extend session times to accommodate late shows, as I have several sessions back-to-back.
If you have not gotten in contact within 30 minutes after the session has begun, the session will be forfeited. I will continue to reach out to make contact so that we can deal with any difficulty you are having and confirm for your next session.
7. IN-BETWEEN SESSION SUPPORT.
I am happy to offer you support between sessions. Please text, call, or email me between sessions if you need a sounding board, have a problem or issue, or want to share a success with me. In-between session support is time-on-retainer and will be deducted from the balance of time you have in your consulting bank.
I am available for support during these office hours:
Monday – Friday: 8:00 a.m. – 5:30 p.m. Pacific Time. Special arrangements can be made to talk in after-hours, depending on your situation.
You can call/text at: (917) XXX-XXXX
You can also email me at email@example.com. All mail is strictly confidential and goes into my private, secured mailbox.
Upon emailing or texting me, you can expect a response from me or my assistant Raven within 24 hours. I prefer to connect with my clients via phone, so I will set up a time to call you back.
If your request comes in after office hours or on Saturday or Sunday, I will get in touch with you as soon as I’m back in the office.
8. REFUND POLICY + TEMPORARY HOLD.
The consulting fee is non-refundable, including unused sessions. If an emergency occurs (or you start to feel that the timing is not right for you to continue consulting), I will happily put your unused sessions on hold. You are free to pick up consulting anytime within 6 months, and complete the remaining sessions within 6 weeks following reinstatement. I am happy to be flexible with your needs and will work to make sure you are happy with the timing of your consulting.
If you need to pause your consulting, I will create a summary of your unused sessions and we will process a contract amendment. The new contract will note the pause in services, along with a timeframe to reinstate the remainder of your sessions. Everything will be clear and understandable, and if you have any questions at all, please ask. I’m here to provide clarity and satisfaction, every step of the way.
If for some reason you are just not able to continue consulting and have unused sessions that you will not be able to use yourself, I do allow sessions to be transferred to someone of your choice, if you are amenable to the following conditions:
The recipient is willing to have a 30-minute evaluation conversation on the phone.
The recipient is someone whose issues/challenges fall under the scope of work that I do.
The sessions will not be recorded.
The recipient will receive the remainder of your sessions, less one. (It takes about 2 hours of administrative time to process a new client).
PRORATED REFUND IN THE CASE OF MY DEATH OR DISABILITY. In the event of my death or a disaster that prevents me from continuing our consulting work, you will receive a prorated refund for the weeks left in your contract at the rate of $65.00/week.
9. NO GUARANTEES.
I will be bringing my best advice, resources, and skills to your sessions, but I cannot guarantee the outcome of your results as you apply them to your personal situation, and my comments about the outcome are expressions of opinion only. I make no guarantees other than that the services described in Paragraph 1 (Scope Of Work: Life + Guidance Consultation Services), shall be provided to you. In signing this agreement you agree to take 100% responsibility for all outcomes and results, based on your decision to implement my suggestions, whether in whole or in part, or not at all.
I AM COMMITTED TO YOUR PRIVACY. Information revealed within consulting sessions (verbally, in recorded calls, or in written format) will remain confidential unless disclosure is required by law.
These conditions include any reasonable suspicion of child, dependent, or elder abuse; when you are in danger to others; or when you are likely to harm yourself unless protective measures are taken. If there is ever a time when your emotional status is an issue in a legal proceeding, i.e., child custody evaluation, Workmen’s Compensation claim, etc., then a judge may subpoena your records, and/or my testimony if he/she determines the issues demand it. In most legal proceedings, however, I will be able to prevent providing others information about our session work. If I feel it is necessary to consult another professional about our consulting session, the professional is also legally bound to keep the information we share confidential.
PUBLIC DISCLOSURE. Neither party may disclose the terms of this Agreement. Neither party shall make any formal or informal public statement, press release or other announcements regarding the existence or terms of this Agreement without the other party’s prior written approval.
NON-DISPARAGEMENT. You are agreeing that during and after our contracted time together, you will refrain from making any statements or comments of a defamatory or disparaging nature to any third party regarding me (Stephanie St.Claire), or any of my policies, services, or products.
11. INDEPENDENT CONTRACTORSHIP.
This Agreement shall not render me (or my company) an employee, partner, agent of or joint venturer for any purpose. I will remain open to conducting similar consulting work with other clients, and I hold myself (and my company) out to the public to be a separate business entity.
12. LIMITATION OF LIABILITY.
(A.) IN NO EVENT SHALL EITHER PARTY HAVE ANY LIABILITY TO THE OTHER PARTY FOR ANY LOST PROFITS, LOSS OF USE, BUSINESS INTERRUPTION, COSTS OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, OR FOR ANY INDIRECT, SPECIAL, INCIDENTAL, MULTIPLE, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES HOWEVER CAUSED AND, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, WHETHER OR NOT THE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE; AND
(B.) IN NO EVENT SHALL A PARTY’S LIABILITY EXCEED THE FEES PAID UNDER THIS
AGREEMENT, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY.
(C.) THE FOREGOING LIMITATIONS IN THIS SECTION SHALL NOT APPLY TO A BREACH OF CONFIDENTIALITY BY A PARTY.
13. SOVEREIGNTY OF THIS AGREEMENT.
This Agreement constitutes the entire agreement between the parties and supersedes all prior and contemporaneous agreements, representations, and understandings of the parties. No supplement, modification or amendment of this Agreement shall be binding unless executed in writing by all the parties. No waiver of any of the provisions of this Agreement shall be deemed, or shall constitute, a waiver of any other provision.
If any term, provision, covenant or condition of this Agreement is held by an arbitrator or court of competent jurisdiction to be invalid, void or unenforceable, the rest of the Agreement shall remain in full force and effect and shall in no way be affected, impaired or invalidated.
Stephanie St.Claire, August 25, 2018
Scarlett Andrews, August 25, 2018