This document is more like a FAQ. The intention here is to lay out the expectations for you and for me with as much clarity as possible, so that we can minimize any misunderstandings, and get started right. Please review the Guidelines carefully. Your signature at the bottom of this document indicates that you agree to abide by the Guidelines.
Should you have any questions about logistics, including scheduling or payments, please email my team directly at email@example.com. If you have any problems or questions, at any time, please let us know so that we can co-create a solution. Clients like you are our top priority and we’ll always respond to your requests within 48 hours (unless it’s the weekend, in which case it may be slightly longer).
Please use the Acuity Scheduling link that you were sent when you enrolled as a client to schedule your calls. You must schedule at a minimum 48 hours ahead, but the earlier they’re in the calendar, the more prepared we can both be.
It’s your responsibility to make sure your sessions get scheduled.
Call times are available on a first come, first served basis and it’s your responsibility to reach out to firstname.lastname@example.org if you aren’t able to find a time that works for you. We will do our best to accommodate your needs and please know that requests made at least 2 weeks in advance are more likely to be able to accommodated.
If you haven’t scheduled one or more appointments by the time your program finishes, you’ll forfeit your right to those sessions. Of course, if there are serious extenuating circumstances, please communicate with me and we’ll work together to find a reasonable solution.
Rescheduling and Cancellations
I understand that life is complex and things happen. That’s what we’re here to address, after all! That being said, we are committed to your results, and that means we will hold you to your commitments, including your scheduled calls. It’s imperative that we both respect one another’s time and calendar, and do not reschedule appointments excessively. Limited rescheduling is permitted. To reschedule, use the button in your confirmation email no later than 2 business days before the scheduled call.
If a call is missed, that call is is forfeited and the time will be lost; it will not be rescheduled. If you experience a true emergency, we’ll work with you to find a resolution.
Of course you are allowed to take vacations—and so are we. In the event that vacations do not allow for regularly scheduled coaching calls in a certain period, then we will add time to the calls prior to and after the vacation to ensure that we stay on track and that you receive all of the focus and attention (and time) you’re promised.
It is your responsibility to reach out, by email, at least 2 weeks in advance of a scheduling conflict due to a vacation to set up alternative arrangements. Regular coaching calls allow you to continue building your momentum and stay on track towards your goals.
Complete the pre-call form at least 24 hours in advance of our scheduled coaching call. If the precall form isn’t submitted, the call will be forfeited and not rescheduled.
You may have sessions where you would rather discuss the content of what you’re working on more than how you’re working and goals. On those occasions, you may share images, comics pages, prose, or audio, with me, up to 10 pages/15 minutes in length, via our shared Google Drive folder.
During the call
Please call from a quiet place to concentrate during your coaching calls. Please do not eat, prepare meals, drive, care for children, or do anything else when you’re being coached. Draw a bright line around this time.
Please be available ON TIME. If you are late for your call, your call will still end at the regularly scheduled time, as other clients are scheduled after you.
Remember: your investment in coaching may be considered a tax deductible business expense.
We understand that sometimes a credit card is lost or may be declined for any number of reasons. In such a case, we ask that you update your information as soon as a charge doesn’t go through (you’ll receive a system generated email immediately and can plan for your monthly payments to be processed on the same day each month, excluding weekends or Holidays).
If your monthly payment does not go through within 7 (seven) days of the regularly scheduled processing date, there will be an additional $150 administrative fee added to that month’s invoice to cover time and administrative fees to manage this part of the process.
If you have questions about your payments, how to update your information to reflect using a different card, or if you’re unsure when your payments are scheduled to go through, please reach out to our team at email@example.com with “Credit Card Update” in the subject line.
If you should decide at any point during our coaching program that you would like to terminate our coaching agreement, you must provide me a 7-day notice in writing, by either email or U.S. postal mail. I have the same right to terminate our coaching agreement with a 7-day notice in writing, by either email or U.S. postal mail.
If you have chosen to make monthly payments, please note that termination of our coaching agreement by you does not waive your obligation to complete your remaining payments. You will still owe the remaining amount of your monthly payments regardless of whether you complete your coaching agreement or not. If you decide to terminate the coaching agreement, then the payment terms will be changed and the remaining balance will become immediately due.
Coaching is all about taking control of and responsibility for your own decisions. I will share my experiences, make suggestions, and help guide your choices. But ultimately, when you decide to act, it’s important that you acknowledge I make no promise or representation of results. All results are dependent upon a number of factors outside my control.
Congratulations to you for choosing to invest in yourself and your future. This is going to be an amazing journey and I can’t wait to start helping you achieve your goals.