1) Coach-Client Relationship
A. Coach agrees to maintain ethics and standards of behavior in accordance with a professional accounting firm.
B. Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and his/her coaching calls and interactions with the Coach. As such, the Client agrees that the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach.
C. Client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including work, finances, health, relationships, education and recreation. The Client agrees that deciding how to handle these issues, incorporate coaching principles into those areas and implementing choices is exclusively the Client’s responsibility.
D. The Client understands that in order to enhance the coaching relationship, the Client agrees to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program.
E. Client agrees to show up on time for meetings and to provide 24 hour advance notice if they are unable to attend a scheduled meeting. Client also agrees to be coachable and to be their very best self during this relationship.
F. We are committed to maintaining a respectful and productive learning environment, therfore profanity will not be allowed. Adept Business Solutions reserves the right to remove any participant from the Program without refund and without further obligation if their behavor is disruptive, abusive, violates the confidentiality of the Program, or harms other participants or the integrity of the Program.
2) Services
The Profit Amplifier Program is designed to assist home service business owners in developing a plan to increase profits, revenue, and cash flow. Participants should have a solid understanding of Profit First concepts and be committed to working towards sustainable business growth.
The program utilizes a mixture of one-on-one and group coaching that is facilitated and led by the Coach. It leverages the experience, resources and knowledge of like-minded business owners in the Home Services Trade industry. Group members may focus on common themes and content but may have different individual performance goals.
Sessions will include a combination of:
· Teaching: Open your mind to new information, concepts and strategies.
· Co-Working Sessions: Dedicate much needed time on your calendar to CEO efforts in your business.
· Masterminding Sessions: Benefit from the combined knowledge of the group. Multiple brains are always better.
The parties agree to engage in the Profit Amplifier Coaching Program through weekly group sessions and monthly one-on-one sessions. Coach will be available to Client by e-mail and voicemail in between scheduled meetings. Coach may also be available for additional time, per Client’s request for an additional fee. The program duration is ongoing and the Client understands that optimal results will be received with a long-term membership (minimum of one year).
3) Schedule and Fees
This coaching agreement is valid as of the date it is signed. The monthly program fee is $3,500.00.
The group coaching sessions shall be 60 minutes in duration and will occur weekly. The one-on-one coaching sessions shall be 60 minutes in duration and will occur monthly.
4) Procedure
The coaching sessions will occur primarily via Zoom.
If the Coach utilizes any other method for sessions, Client will be notified prior to the scheduled session time.
5) Credit/Debit Card Authorization and Receipt
If paying by ACH, debit, or credit card, Client gives Coach permission to automatically charge Client’s bank account, debit, or credit card based on the selected payment plan. To the extent that Client provides Coach with bank or credit card information for payment on Client’s account, Coach shall be authorized to charge Client’s credit card(s) for any unpaid charges. If Client uses a multiple-payment plan to make payments to Coach, Coach shall be authorized to make all charges at the time they are due and is not required to seek separate authorization to do so.
6) Confidentiality
This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Coach and group members as part of this relationship, is bound by the principles of confidentiality. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege. The Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. Client agrees to keep confidential any and all information shared by other group members.
7) Release of Information
The Coach engages in training for home service business owners. According to the ethics of our profession, topics may be anonymously and hypothetically shared with other coaching professionals for training, supervision, mentoring, evaluation, and for coach professional development and/or consultation purposes.
8) Meeting Cancellation Policy
Client agrees that it is the Client's responsibility to notify the Coach 24 hours in advance of the scheduled meetings. Make-up sessions will not be scheduled nor will fees be refunded. It is the Client’s responsibility to listen to the recording of the session and to complete work required. Coach will also notify Client 24 hours in advance if unable to attend a scheduled meeting.
9) Termination
Should Client wish to terminate this Agreement, Client is to notify Coach 30 days in advance by sending an e-mail attention to Diane Gardner at Diane@ProfitCoach4you.com. In the event that Client is in arrears of payment or otherwise in default of any of the terms of this Agreement, or chooses to voluntarily terminate this Agreement, all payments due hereunder for Services provided or to be provided by Coach to Client shall immediately become due and payable. Coach shall be allowed to immediately collect all such sums from Client and, at Coach's option, terminate providing further Services to Client. In the event that Client is in arrears of payments to Coach, Client shall be barred from using any of Coach’s Services. In addition, Coach may, at any time and without cause, terminate this Agreement, at which time any and all amounts representing Services and other goods and services actually provided by Coach to Client shall immediately become due and payable.
10) No Refunds
Upon execution of this Agreement, Client shall be responsible for the payment amounts, on the payment dates. If Client cancels any service for any reason whatsoever, Client shall not be entitled to a refund.
Unless otherwise provided by law, you acknowledge that we do not offer refunds for any portion of your payment for any of our 1:1 Services or Groups or Masterminds, and no refunds will be provided to you, except under one condition: Please submit evidence that you’ve completed the course modules, done the work, and show that even after taking action, the instructions and methods haven’t worked for you. This applies to any of our Coaching and/or Courses. The timeframe to submit completed work is 60 days from the purchase date.
11) Limited Liability
Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date.
12) Entire Agreement
This document reflects the entire agreement between the Coach and the Client, and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both the Coach and the Client.
13) Severability
If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If the Court finds that any provision of this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.
14) Waiver
The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.
15) Applicable Law
This Agreement shall be governed and construed in accordance with the laws of the State of Idaho, without giving effect to any conflicts of law provisions.
16) Binding Effect
This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.
I agree to the terms and conditions of this Coaching Agreement.
I choose:
____ monthly payments of $3,500.00 and give my consent for payments to be automatically charged to my account,
OR
____ semi-monthly payments of $1,750.00 and give my consent for payments to be automatically charged to my account