Client Change Request Form
Please complete all fields pertaining to your Type of Change Request, CANCEL BEFORE START w/REFUND, CANCEL AFTER START, TRANSFER, HOLD, HOLD EXTENSION, NAME CHANGE, UPGRADE/DOWNGRADE. If your billing information will change, you also will need to complete the Credit Card Change Request Form or the Debit Authorization Change Request Form in addition to this form.
Today's Date
*
-
Month
-
Day
Year
Date
Start Date of Change
*
-
Month
-
Day
Year
Always the 1st of the month
Requested by
*
Please Select
Coach
Client
Type of Change Request
*
Please Select
Cancel Before Start w/Refund
Cancel
Hold 30d
Hold 60d
Name Change
Transfer
Upgrade
Downgrade
Client
*
First Name
Last Name
Client Email
*
example@example.com
Current Coach
*
First Name
Last Name
Current Coach Email
*
example@example.com
Reason for Request
*
CANCEL BEFORE START
Use this section only if the Client is cancelling prior to having their 1st official call with the Coach (not including the Expectations Call). They will receive a refund of the 1st month's payment. All other cancellation information is gathered in the 1st section of this form.
Refund Requested
Please Select
YES
Recurring Payments selected
Credit Card
ACH Debit Withdrawal
TRANSFER
A Client wants to transfer to a different Coach
# of Transfer
Please Select
1st Transfer
2nd Transfer
New Coach for Transfer
First Name
Last Name
New Coach Email
example@example.com
NAME CHANGE
if another Client is going to take over the coaching contract
New Client for Name Change
First Name
Last Name
Will the Billing Information Change for the New Client?
Please Select
YES
NO
Answered YES? You can go directly to the Billing Change Request Form in the Coaches Portal OR you can indicate whether the Coach or CORE Client Care, needs to contact the Client for the New Billing Info
Who should reach out to complete the Billing Change Request (if YES on above)?
Coach
CORE Client Care
Neither, Billing is remaining the same
Who will be providing the New Billing Change Information?
Enter Name
HOLD or HOLD Extension
Clients can only go on Hold for 30-60d in one calendar year. A Hold fee of $200/mo will be applied and Coach commissions will not be paid during the Hold term.
HOLD Start Date
-
Month
-
Day
Year
Always the 1st of the month
Duration of this HOLD
30d
60d
HOLD End Date
-
Month
-
Day
Year
Always the 1st of the month
Is this a HOLD Extension
YES
NO
If YES for HOLD Extension, how long was previous HOLD?
30d
60d
Upgrade / Downgrade
If you need to change your billing information for your Credit Card, also complete the Credit Card Change Request Form. If changing your ACH Debit Withdrawal, also complete the Debit Authorization Change Request Form.
Type
Upgrade
Downgrade
New Billing Price
$1500
$2000
$2500
$3000
$3500
$4000
$4500
$5000
For Growth Strategist & CORE Client Care USE Only
Growth Strategist Name
First Name
Last Name
CORE Client Care
First Name
Last Name
Submit Form
Should be Empty: