One-to-One 6-Month Coaching Program Agreement
Welcome! I am looking forward to working with you!
Please read this information carefully.
This Agreement is being made between Casey Dixon of Dixon Life Coaching, LLC of 311 Front Street, Lititz, PA 17543, USA your (“Coach” or “me”) and you (“Client” or “you”) (put your name here)
of (put your mailing address here
We both legally agree to the following:
COACHING PROGRAM DESCRIPTION
Coaching is a partnership (defined as an alliance, not a legal business partnership) between the Coach and the Client in a thought-provoking and creative process that inspires the Client to maximize personal and professional potential. It is designed to facilitate the creation/development of personal, professional, or business goals and develop and carry out a strategy/plan to achieve those goals.
Your Program (“Program”) includes:
Six months of access to one-to-one coaching
Up to three 1-hour coaching sessions per month
Up to one 15-minute laser coaching session per month
Recorded Zoom video calls
Coaching session video links emailed to you after each session
Communication with me in between sessions via email or text
YOUR PROGRAM TIMEFRAME
Your Program will begin on this date: June 1, 2021.
Your Program will terminate on this date: November 30, 2021.
If you would like to continue working with me in one-to-one coaching, we can enter a new Agreement after this Agreement terminates.
EXPECTATIONS AND RESPONSIBILITIES
You can expect that I will fulfill certain responsibilities during the Program. As the Coach, I agree to:
Maintain the ethics and standards of behavior established by the International Coaching Federation “(ICF).” . I recommend that you review the ICF Code of Ethics and the applicable standards of behavior. www.coachingfederation.org/ethics
Devote my full attention to the group during our time together.
Serve as partner to create powerful changes in your mindset and habits.
Deepen your understanding of ADHD and help you manage it more effectively.
Offer support, encouragement, feedback, and guidance.
Likewise, I expect that you will fulfill the following responsibilities during the Program . As the Participant, you agree to:
Show up on time without distractions.
Come fully prepared for our time together.
Communicate honestly, be open to feedback and assistance, and create the time and energy to participate fully in the Program.
Be open to new ideas and willing to stretch and grow.
Ask any questions you may have as they arise.
Use your best efforts to complete all action steps.
Promptly provide payment for the Program.
SCHEDULING AND COMMUNICATION
I try to be attentive to my clients. Should you need to reach me, please contact me using email anytime or using text during my 10:00 am - 5:00 pm ET Monday through Friday office hours. I will do my best to respond to you within 24 hours on weekdays. On weekends and holidays, I will do my best to reply to you by the next business day. Any inquiries related to your Program are for quick questions, and you will receive brief responses. If you want to discuss something at length, I may request that we discuss your question at our next coaching session (full hour session or laser session).
You will schedule your three 1-hour coaching sessions per month using this Calendly link: https://calendly.com/dixonlifecoaching/60-minute-coaching-session.
You will schedule your one 15-minute laser coaching session per month using this Calendly link: https://calendly.com/dixonlifecoaching/15-minute-laser-session
Rescheduling & Cancellation
Our time together is important, but I understand that you will have to reschedule or cancel at times. If you need to reschedule or cancel a coaching session, you need to do so at least 24 hours in advance of your scheduled time using the appointment email you received from Calendly. Otherwise, this will be considered a missed session.
I may also have to reschedule your session at times. I will do my best to work with your schedule to find a suitable time for us to hold the session.
There may be a rare occasion where you miss your coaching session or forget to let me know at least 24 hours in advance that you need to cancel or reschedule. If you miss a coaching session or do not notify me of your need to reschedule at least 24 hours in advance of your scheduled time, you will miss that session for the month and will not be refunded. Missed sessions will not be carried over into the following months.
INVESTMENT AND PAYMENT
You agree that you are financially willing and able to invest in this Program by choice and that by so doing, you are not incurring any economic hardship in any way. You agree and understand that you are committing to making all payments on time, even if you withdraw from the Program at any time.
If paying in full, your investment is $7200 USD and shall be paid upon enrollment in the Program.
If paying in monthly installments, your investment is six payments of $1250 USD each. Your first installment payment shall be paid upon enrollment in the Program, and subsequent monthly payments will automatically be drawn on the first day of the second through sixth month of your Program Timeframe.
Payment Authorization and Receipt
You give us permission to automatically charge your credit card or debit card as payment for your Program without any additional authorization, and you will receive an electronic receipt.
If payment is not received by the date due to a problem with the payment transaction or method, you will be notified by email and then have a 3-day grace period to make the payment following the due date; otherwise, your Program will be put on hold. If no payment is made within this grace period, the Program will automatically terminate, and you will no longer be granted access.
It is my intention for you to be thrilled with your Program. Yet, because this Program’s availability is limited, once you begin the Program, you have reserved that group coaching spot for yourself at the exclusion of other clients. Also, I give each one-to-one clients’ Program extensive time, effort, preparation, and care. For these reasons, please make sure you understand my policies for a partial refund.
Partial Refund. If for any reason you need to or choose to withdraw from the Program after signing this Program Agreement, I offer a partial refund of the prorated amount of the program investment based upon the number of months from which you are withdrawing minus a $1200 administration fee. The number of months is how many months remain in the Program Timeframe during which you will have no access to coaching due to your withdrawal. The administration fee is based on the length of time it will take me to onboard a client into the coaching spot.
Unless otherwise provided by law, you acknowledge that all sales are final, and we do not offer refunds for any portion of your payment for any part of the Program at any time unless it is covered by the terms of the Partial Refund. By signing below, you agree that you will not issue a chargeback for any payment made as you are fully aware of this Refund Policy and voluntarily consent to it. Should you attempt to issue a chargeback with your credit card company, this Agreement will automatically terminate upon such an attempt, regardless of whether the attempt is successful or not. You will still remain contractually responsible for payment in full for the Program.
Confidentiality is important to me. I will do my best to keep all information exchanged between us during the Program private and confidential. I will not disclose any information that you share with me during the Program to anyone else unless: (1) they have a legitimate reason to know such information as a member of my team or staff, (2) you have given me written permission, (3) if I am required to do so by law, (4) if I am required to do so by the International Coaching Federation for Certification or am bound by the principles of confidentiality set forth in the ICF Code of Ethics (see below), (5) in the good-faith belief that disclosure is necessary to conform to the law or to the legal process, (6) to protect or defend our rights or property, and/or to protect personal safety.
I engage in training and continuing education pursuing and/or maintaining ICF (International Coaching Federation) Credentials. That process requires the names and contact information of all Clients for possible verification by the ICF. By signing this Agreement, you agree to have only your name, contact information, and start and end dates of coaching shared with ICF staff members and/or other parties involved in this process for the sole and necessary purpose of verifying the coaching relationship. No personal notes will be shared with the ICF.
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.
Record Retention Policy
The Client acknowledges that the Coach retains records electronically with respect to documents, information, and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a HIPAA secure content management platform for a period of not less than two years.
INTELLECTUAL PROPERTY RIGHTS
Ownership of Program Content and Materials
I retain all ownership and intellectual property rights to the Program content and materials provided to you through the Program, including all copyrights and any trademarks belonging to me. The Program content and materials are being provided for your individual use only and with a single-user license which means that you are not allowed or authorized to share, copy, sell, post, distribute, reproduce, duplicate, trade, resell, exploit, or otherwise disseminate any portion of the Program or Program materials, electronically or otherwise, for business or commercial use, or in any other way that earns you money, without my prior written permission. No license to sell or distribute my Program content and materials is granted or implied. No permission to disclose my process as expressed through the Program content and materials is granted or implied.
Intellectual Property Rights In Work Product
You hold all intellectual property rights in your work product developed during your participation in the Program, including but not limited to copyright and trademark rights. I agree not to claim any such ownership in your work product or intellectual property at any time.
PERSONAL RESPONSIBILITY, DISCLAIMER & RELEASE OF CLAIMS
Personal Responsibility & Assumption of Risk
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.
You acknowledge that you take full responsibility for yourself and all choices, actions, and results made before, during, and after your Program. You knowingly assume all of the risks of the Program related to your use, misuse, or non-use of the Program content or materials. You agree to be mindful of your own well-being during this Program, and you understand and agree that you are solely responsible for your results.
I have used care in preparing the information provided to you. Still, this Program and my Program materials are being provided as self-help tools for your own use and for informational and educational purposes only. Many factors influence results, so no guarantees can be made as to the results you will experience through this Program. You agree that I am not responsible for your physical, mental, emotional, and spiritual health, for your financial earnings or losses, or for any other result or outcome that you may experience through this Program. Nothing related to this Program is intended to be considered medical, mental health, legal, financial, or religious advice, nor is it intended to replace the expertise, care, judgment, or guidance of your own medical or mental health practitioners, clergy members, accountants, attorneys or financial advisors. It does not, nor is it intended to, provide medical nutrition therapy, psychotherapy, psychological counseling, behavioral health, or a personalized assessment of macronutrients or micronutrients.
This Program shares general information, not personalized recommendations. It is not preventing, treating, curing any medical or mental health disease, condition or ailment. For specific questions related to a medical or mental health situation, consult your own medical or mental health professional. For specific questions related to your financial, legal, or tax situation, consult your own attorney, accountant, and/or financial advisor. For specific questions related to religion, spirituality, or faith, consult your own clergy member or spiritual healer. If you are currently under the care of a medical or mental health practitioner or currently use prescription medications, do not make any dietary changes or start or stop taking any dietary supplements or medications because of anything you have read or received through this Program without first consulting with your doctor. Any recommendation of any product or supplement mentioned in or through this Program is offered for educational purposes, and you agree to check with your own medical professional before using any of these products or supplements on, in, or near your body in any way. You understand that the statements, information, supplements, or products provided in or through this Program have not been evaluated by the Food and Drug Administration (“FDA”).
Limitation of Liability, Indemnification, and Release of Claims
While every effort has been made to present the most accurate research and information in this Program to date, you understand and agree the information in this Program is for informational and educational purposes only. Because research and information change frequently, you agree that we are not liable for the accuracy, errors, or omissions of statements contained in the Program. You agree that the information included in this Program is not, nor should be, a substitute for personalized health care, medical, mental health, financial, legal, or religious advice of any kind. Recognizing that the information that you request or receive through this Program, including Program materials, products, and any other information you have received from or through this Program is purely informational and educational, you agree that you fully and completely hold harmless, indemnify and release me from any and all liability, damages, causes of action, allegations, suits, sums of money, claims and demands whatsoever, in law or equity, that you ever had, now have or may claim to have against me in the future that may arise from your participation in the Program to the fullest extent permitted by applicable law. You agree to hold me free of all liability and responsibility for any actions or results with actual or perceived adverse effects that you claim were created as a direct or indirect result of specific information or recommendations that you have received through this Program.
By participating in our Program, you consent to our use of your comments, used anonymously but including your professional title, in all other coaching programs and all marketing materials, including, but not limited to, social media posts, website pages, newsletters and emails, blog articles, videos, podcasts, presentations, webinars, online courses, and books.
The use of any identifying information that could be directly linked to you, your name, photographs, videos, and/or audio recordings containing your image, voice, text, and/or likeness provided in any aspect of the Program, will only be used by prior written consent.
OTHER IMPORTANT TERMS
This Agreement will terminate at the end of the six-month Program timeframe. If either of us wants to terminate the Agreement at any time, we both agree to notify the other at least seven days in advance by email. Even after termination by either of us, certain terms of this Agreement, including Investment and Payment (including Refund Policy), Confidentiality, Intellectual Property, Personal Responsibility/Disclaimer/Release of Claims, Governing Law, Dispute Resolution and Non-Disparagement, will survive termination to apply now and in the future.
All correspondence or notice required regarding the Program shall be made to me by email at and to you at the email address you provided during your enrollment in the Program. Should your email address, billing information, or contact information change at any time throughout the Program, it is your responsibility to provide your updated information to me within three days of any change. email@example.com
In the event that any cause beyond my reasonable control, including, without limitations, “acts of God”/nature, war, curtailment or interruption of transportation facilities, threats or acts of terrorism, State Department travel advisories, labor strikes or civil disturbances, unforeseen or foreseen human-initiated circumstances, health or travel restrictions, quarantines, lockdowns or precautions imposed by any government entity or agency, local, state or federal law or ordinance, or other instances, make it inadvisable, illegal, or impossible for me to perform my responsibilities or obligations under this Agreement, either because of unreasonable increased costs or the risk of injury, I will not be liable for a reasonable period of delay or for the inability to indefinitely fulfill my responsibilities and obligations.
Entire Agreement, Assignment, Survivability, and Waiver
This Agreement contains our entire Agreement. This Agreement supersedes or replaces any prior oral or written agreement signed by us pertaining to the subject matter of this Agreement. This Agreement may be modified or amended at any time provided the amendment is in writing and signed by both of us. You may not assign your rights or obligations under this Agreement to anyone else, and the obligations under this Agreement shall survive indefinitely unless otherwise stated in this Agreement. If any section of this Agreement is found to be unenforceable, the rest of the document shall be held in full force and effect. If I choose to waive or not enforce one or more terms of this Agreement, it does not in any way limit my right to later enforce every part of this Agreement.
This Agreement shall be construed according to the laws of the State of Pennsylvania, where my principal place of business is located.
Should we ever have a conflict, it is hoped that we could work it out amicably. However, if we are unable to seek resolution through good-faith negotiation within 30 days, we agree now that that the only method of legal dispute resolution that will be used is binding arbitration before a single arbitrator, jointly selected by both of us unless we both agree otherwise in writing or otherwise provided by law. You understand and agree now that the only monetary damages that can be awarded to you through arbitration is the full refund of your Payment made to date. No other financial awards of consequential damages, or any other type of damages, may be granted to you. We both agree now that the decision of the arbitrator is final and binding and may be entered as a judgment into any court having the appropriate jurisdiction. You also agree that should arbitration take place, it will be held in Lancaster County in the State of Pennsylvania, where my principal place of business is located, and the prevailing party shall be entitled to all reasonable attorneys’ fees and all costs necessary to enforce the decision of the arbitrator.
Should you have any questions or concerns about the Program or me, you agree now to contact me directly in a mature and professional way rather than to publicly make any negative or critical comments about the Program, my business, or me through social media or otherwise. We both agree now not to communicate with any other individual, company, or entity in a way that is harmful or disparaging to the other, whether actual or perceptual, or to do or say anything that is injurious to each other’s reputation, including about the Program, me, my business, my employees, contractors or agents, other participants. In arbitration or when required by law, of course, we are not prohibited from publicly sharing our thoughts and opinions.
By signing this Agreement, we both acknowledge that we have read, understand, agree to and accept all of the terms in this Agreement. Electronic signatures of this Agreement are permitted and enforceable. You agree that you have had the opportunity to ask me any questions prior to signing, and your signature indicates that you are in agreement with all of the terms of this Agreement.
Once you submit your signature below indicating you agree to the above Agreement, you will be automatically directed to our registration page to complete your registration and submit payment.
**Please note that you will not be considered registered for this program until you have signed the contract below, completed the registration form and submitted payment for the program. Because we limit the number of people who can participate in each program, we are unable to reserve or hold a spot in the group without payment of the program fee.