SAMPLE AGREEMENT FOR CLIENT SERVICE
Agreement between: CJ MORAE
(referred to as “Coach”) and
_______________________________________________ (referred to as
“Client”). Coaching services are to be provided by the coach in accordance
with the agreement.
A Client and Coach work collaboratively (not as business associates or in
legal alliances) to enhance the client's personal and professional
performance.
Responsibilities:
1. Coach agrees to follow the Ethics and Standards of Conduct set forth by
the International Coach Federation (ICF). The ICF's Code of Ethics is outlined
in detail here:
https://coachingfederation.org/ethics/code-of-ethics
2. Client's emotional, mental, and physical well being is his/her
responsibility. Likewise, the client is responsible for all his/her own choices,
decisions, behaviors, and actions. Coach is not liable or accountable for any
action or inaction, as well as for any direct or indirect results of service
provided to the client. It is important for the client to understand that
coaching does not work as a therapy nor is a therapy in and of itself. It is in
no way designed to treat any mental disorder or medical problem, nor does
it prevent them.
3. Client knows that coaching is not a substitute for legal, medical, mental,
or any other qualified professional advice, and he/she will seek specialized
help from certified independent practitioners for respective matters. If the
client is under the care of a mental health professional, the coach must be
informed.
4. A successful Coach/Client relationship is built on honesty. In addition to
offering his/her full energy to the coaching program, the client agrees to
communicate openly, truthfully, and share direct feedback.
Services: Both parties agree to participate in a ___ month Coaching
Program (which involves ___ sessions) by telephone, Skype, or face-to-face.
Between scheduled meetings, Coach will be available to Client by email, text
messages, and voicemail (maximum response time of ______ hours). As
needed, Coach may also provide additional services at ________ per hour,
on a prorated basis, according to Client’s specific needs (e.g., analyzing
documents, reading, or writing reports).
Schedule & Fees: This coaching agreement is considered valid as of
_______________. A fee of ________ per hour or _________ each month
is charged for services. Hourly billing requires payment 24 hours before
every session. In case of monthly billing, the first month's payment is due
before the initial coaching session. Four weeks after the first meeting, a
second payment is due. Until the agreement ends, the remaining monthly
payment of __________ is due after every subsequent four week period.
A call or meeting should last for __________ minutes. Coach’s offerings
and/or fees change before this agreement has been signed and dated, the
most current rates will apply.
Procedure: Coaching meetings will take place at a mutually agreed upon
time and location/communication method between Coach and Client. All
scheduled calls and meetings will be initiated by the Client, who will call the
Coach at _____________________. Clients will be notified via email and/or
text if the Coach will be at any other number for the scheduled appointment.
Confidentiality: By virtue of the ICF Code of Ethics, this coaching
relationship as well as all information the Client shares with the Coach is
deemed confidential, but it is not necessarily considered legally confidential (
as in medicine or law). Any information regarding the Client will not be
disclosed without his/her written consent. Client's name will not be disclosed
as a reference without his/her permission.
Information not considered confidential is that which: (a) was in the Coach's
possession before he Client shared it; (b) has been widely publicized or is
typical in the Client's industry; (c) is obtained by the Coach from a third
party without breach of any obligation to the Client; (d) is independently
developed by the Coach without referencing or using any confidential
information from the Client; or (e) is required by law to be disclosed by the
Coach.
The Confidentiality Agreement Document provides more detailed information
regarding this matter.
Cancellation Policy: If Client wishes to reschedule a coaching call, he/she
must provide 48 hours notice in advance. Rescheduled sessions will
generally be held within _______ of the original date. No replacement will
be possible if changes are not made with 48 hours prior notice.
Refund Policy: Coaching is a relationship that requires full commitment and
refunds will not be not generally offered for this service, yet each request
will be evaluated on a case by case basis, contingent on any extenuating and
unexpected circumstances that may arise in the Client’s life.
Limited Liability: Coach makes no expressed or implied guarantees or
warranties, except as specifically provided in this agreement. It is
understood that the Coach shall not be liable for any consequential, special,
or exemplary damages. The Coach's entire liability and the Client's exclusive
remedy under this agreement are limited to the amount paid by the Client to
Coach for all services rendered up until the termination date, regardless of
any damages sustained by the Client.
This, along with all other documents given to Client by Coach during
enrollment, constitutes the entire agreement between both parties. All prior
written and oral representations are superseded by this agreement.
In the event of a dispute arising out of this agreement, the Coach and Client
pledge to attempt mediation in good faith for up to 30 days after giving
notice. All further negotiations will be settled legally in a court with the
appropriate jurisdiction if the dispute is not resolved.
Please sign below. You should then email this Client Agreement to your
Coach before the first session. Keep a copy for your records.
Please email a signed copy to (if applicable):
_____________________________
Thank you!
_________________________________ _________
Client's Name (Please print name) Date
_________________________________ _________
Client's Signature Date
_________________________________ ________
Coach's Name (Please print name) Date
________________________________ ________
Coach's Signature Date
