Client agreement for coaching

Last Updated: 30-May-2024

This is an example of the client agreement that you will be sent to sign before we begin coaching.

What to expect during coaching

The information within this section is included to set expectations for how we will be working together.

As your coach, I will strive to:

  • Listen to you – not for judgment but for understanding.
  • Ask questions that allow you to think in new and revealing ways.
  • Motivate, encourage and support you every step of the way.
  • Help you reveal, define and then focus on your true passions and dreams.
  • Co-create supportive structures and environments in your life – ones you can count on.
  • Hold you to your inner highest standard – accountable to your personal best!

  • Share with you all my knowledge, skills, experience and expertise where appropriate and when I deem necessary
  • Provide you with the necessary training materials, coaching and advice to help you identify and move through self-sabotaging patterns
  • Answer your questions, and if I don’t have an answer, to recommend outside resources to help you

  • Show up fully and on time for our scheduled appointments
  • Conduct all my dealings with you in absolute dignity, respect, honesty and confidentiality
  • Be committed to both the spirit and the letter of any agreements made with you
  • Maintain a positive and professional attitude
  • Communicate clearly with you at all times
  • Have fun with you!

As the client, I expect you to:

  • Show up fully!  Be prepared for coaching calls/sessions with either a question or an update
  • Be on time for scheduled appointments
  • Be honest and authentic at all times
  • Ask for help when you need it
  • Be willing and enthusiastic about trying new things and exploring deeply both those things that you love, but also those things you’d rather hide
  • Be prepared to step out of your comfort zone and into an achievement zone with my support
  • At all times work in partnership with me
  • Embrace any training materials I share with you and complete in a timely manner
  • Communicate clearly and readily so I know what you need
  • Raise any concerns with me promptly and not let them fester
  • Have fun on your journey!

Coaching Sessions:

Unless otherwise agreed, our sessions will be conducted over Zoom or in person. At the designated session start time you’ll simply join the call; I’ll be ready and waiting for you. I make our time a priority.  Sessions are generally forty to sixty minutes, depending on our arrangements. And, it also is dependent on the amount of work to be done ‘in’ or ‘out’ of session. However, it’s advisable to leave a full 90-min free for yourself. Often, you’ll want to get right into action after our call, so having the time set aside is a powerful environment to create for yourself.

Workshop Sessions:

Unlike coaching (which is client lead), during the workshop session I will be sharing a specific technique or exercise that we will explore together and tweak for your unique situation.  Workshops tend to run longer than coaching sessions, we will plan for this accordingly when we schedule the sessions.

Scheduling Sessions:

We will work together to set an appointment time/day that is agreeable. I meet with my client’s days, evenings, and weekends. I am almost always able to book a time that works well for both of us. At the start of each new billing cycle, we’ll confirm the time/day/dates of all the appointments within that cycle. A new billing cycle occurs at the beginning of each session block.

Call Etiquette:

Please, give yourself the gift of our time together. Make sure you’re in a quiet place, free from interruptions and distractions. Eliminate background noise as much as possible. Life makes sounds, some noise is bound to happen, but a habit of distraction will undermine your success and our working relationship.

Interrupting you: ​

From time to time, you might slide into something called ‘story mode’. Story Mode is not a bad thing, but it can hide the dynamics that really need to be addressed, and it can eat up a lot of time during a coaching session. My priority is making sure you always have the best value for your time and investment, so I will check-in with you to see what we can do to shorten the journey through the story and get right to work.  So, if I hear you go “down the rabbit hole” into story, I’m going to interrupt you. I will gently, but firmly, interrupt and ask two things:

  • Is something about this coachable, and if so, we can jump right to it?
  • Do you just need to vent, and if so, is it just for a little bit, or should that be the focus of our session?

I do this for a few very important reasons, which I always articulate during our welcome session.

Extra Time:

If we run over, don’t worry. I’m prepared for some things to take longer than the scheduled time – some things, not everything. 

Asynchronous Communication:

If you’re facing a difficult challenge or an exciting development, I want to know. Email, text, or instant message me with quick update – it’s included in your regular coaching fees & part of the accountability we discuss in our welcome session.

Accountability:

Accountability is a big part of change, during our welcome session we’ll define the best approach for me to support you during our first session block.  I am open to adjustments as we go along. 

These are check-in moments & reminders – it is not my job to police your actions & scold you for ‘bad’ behavior. You are safe to fail, forget, procrastinate, and get distracted. You are human. That said, whatever you choose to do, or NOT do, is important and usually points to bigger habits in your life.  It also, almost always, can be directly linked to your success, authenticity, and happiness.  Because of this, talking about ‘what happened’, (the good, bad, and the ugly), is an essential part of coaching.  I will ask about your follow through because somewhere ‘in there’ are going to be BIG learning and growth opportunities. So, I will not ever, ever, never, scold or chase after you to do something.  I will, 100% certainly, ask you to talk through your commitments, follow through, and results. I do not care if your actions were to sit on the couch, eating Cheetos, and doing nothing for 11 hours – but we are going to learn from that so at least that moment serves to move you forward.

Confidentiality:

The client/coach relationship is both personal and highly professional. My clients must always feel safe in what they share. I encourage you to share the un-exaggerated truth with me – I’m ready to hear it and it remains safely in my care. While not legally protected like your Lawyer, I do have a strict NO DISCLOSURE policy. Your information is always held in the strictest confidence, and is never shared, rented, or sold. Occasionally, I may ask you to share your story, or offer a brief testimonial. You are under no obligation to participate in this. If you choose to, your testimonial, or story, can be shared anonymously or with attribution. Sharing your progress is powerful, but always your decision to make.   This topic is also covered within your Coaching Contract in Section 12.

Data Privacy:

I strive to ensure all digital data and communications between us occur over encrypted communication, minimize data transfers, and utilizing European servers.  Your data is yours and can be deleted at any time.

 

coaching Contract

This contract is for wellness coaching & consulting services between Energy Marbles, DBA Measurable Wellness (hereinafter “Coach”) and [client name] (hereinafter “Client”). Collectively, Coach and Client will be referred to as the “Parties.” The Parties agree to the terms set forth below.

1. CONDITIONS

This Agreement will not take effect, and Coach will have no obligation to provide services, until: (a) Client returns a signed copy of this Agreement; (b) Client pays the initial Booking Fee called for under Section C3; and (c) Coach acknowledges acceptance of Client by counter-signing this Agreement. Upon satisfaction of these conditions, this Agreement will be deemed to take effect.

2. SCOPE OF SERVICES

Client hires Coach to provide wellness coaching & consulting services. Coach will provide the following services, which will be referred to as the “Services”:

[defined based on the package selected]

 

3. TOTAL PRICE

Client agrees to pay Coach [defined based on the package selected] plus 21% Value-Added Tax (VAT) for the Netherlands  (hereinafter “Total Price”) for the Services and Deliverables considered in this Agreement.

  • If Client selects the One-Time Payment option,  Client agrees to make this payment within fourteen (14) working days from the date Coach sends the invoice to Client. Client understands that Coach will not provide any Services or begin work until payment is received.

  • If Client selects the Split Payment option, Client agrees to make the payment within fourteen (14) working days from the date Coach sends the monthly invoice to Client.   Coach will invoice Client via Coach’s payment management program. Client understands that Client must pay the first month’s fee before Coach begins performing under this Agreement and that Coach has the ability to pause performance under this Agreement when Client fails to timely make subsequent payments.

4. METHOD OF PAYMENT

Coach will send Client an electronic invoice for all payments. Client agrees to make payment by debit or credit card using the payment link on the invoice.

Failure to pay on time, or needing repeated prompting, hurts our working relationship as much as not showing up, or multi-tasking during our sessions. Please handle your payments promptly, and at least 12-hours before the first session of a new package series.

5. LATE FEES

For every fourteen (14) days Client fails to make timely payment according to the above terms, Coach may charge, and Client agrees to pay, a late fee equal to the greater of ten percent (10%) of the outstanding payment amount or €50.

6. POSTPONEMENT (RESCHEDULING)

Coaching time is priority time for both of us. Changes in our schedules are inevitable from time to time, but please provide a 24-hour notice, except in the case of an emergency. Clients are free to reschedule 2 sessions per 6 session block without issue. Sessions that are missed without prior notice will not be made up & do not carry over to any future work together.

7. CANCELLATION

This contract, and the coaching relationship itself, can be terminated by the coach or the client. Ideally, I WANT to work myself out of a job with you!

Coach may terminate this agreement anytime and cease Services, if Client wishes to cancel this agreement, Client agrees to give written notice seven (7) days in advance of the date Client wishes Coach to cease the services under the Agreement. Upon cancellation, Coach will invoice Client for any balance owed. Client agrees to pay the invoice within three (3) days from the date of the invoice.    Failure to provide adequate notice of termination will result in forfeit of any fees paid to date, that may have been eligible for refund. 

Any training material or coaching records provided to Client will be available for 180 days after the completion of the agreement.

At the end of our coaching relationship, we will also review our progress, make sure you’re on track to sustain your success for months to come, and I’ll be sending you a brief ‘exit’ survey.  I want to make sure I support your next steps, post our coaching relationship.  In addition, your feedback is always appreciated, and helpful for my professional development.

8. SATISFACTION GUARANTEE:

I intend to bring the best of myself to my clients and to provide value during every call. If for any reason, you don’t feel you’re getting the value you expected within five (5) days of the first session of a session block, you can request a full refund of all fees paid to date toward the session block we are in, or pre-paid sessions on calendar, less 5% administrative fees. Your success is important whether it’s as my client or not. If we discontinue our relationship, I’ll gladly help place you with another coach if you wish.

9. ADDITIONAL SERVICES

Should Client ask for any additional services not already included as part of this Agreement as specifically outlined in ‘Scope of Services’ section C2, Client may request those services from the Coach. Coach, at their sole discretion, may provide an estimate and any other necessary details for those services, including payment terms.

10. COPYRIGHT OWNERSHIP

In the event that any copyrighted work(s) are created as a result of the Services, Coach owns all copyright in any all work(s) it creates or produces whether registered or unregistered. These works are expressly and solely owned by Coach and may be used in the reasonable course of Coach’s business.

11. PERMITTED USE

Coach grants to Client a non-exclusive license of copyrighted works created with and for Client for use only so long as Client provides Coach with attribution. Personal use includes, but is not limited to use in photos on Client’s social media, in personal creations, such as scrapbooks or personal gifts, or in personal communications like emails.

12. CONFIDENTIALITY & NON-DISCLOSURE

Coach recognizes and acknowledges that the services rendered to Client by may reveal confidential information that is proprietary to Client. “Confidential Information” means all material, non-public, business-related information, written or oral, whether or not it is marked that is disclosed or made available to Coach, directly or indirectly, through any means of communication or observation. Coach agrees not to share and agrees to take reasonable measures to protect Client’s Confidential Information.

Conversely, Client recognizes and acknowledges that the services rendered to Client by Coach may also reveal Confidential Information that is proprietary to Coach. Coach has developed a step-by-step process to worth with clients. This process along with any materials drafted by Coach and provided to Client are confidential. Client agrees not to share these materials with others. Client agrees to take reasonable measures to protect Coach’s confidential information. Client agrees to bind its employees and subcontractors to the terms and conditions of this Agreement.

13. WARRANTIES AND REPRESENTATIONS

The Parties warrant and represent that they are free to enter into this Agreement and have the authority to do so. The Parties warrant that all statements made in and in preparation of this Agreement are true.

14. LIMIT OF LIABILITY

Liability shall be limited to the Total Price. Except as prohibited by law, Coach  shall not be liable to Client or to any other person or entity for any general, punitive, special, indirect, consequential or incidental damages, or lost profits, or any other damages, costs or losses arising out of the Coach’s services, materials, or products, including attorney’s fees and related expenses of litigation and arbitration. Except as prohibited by law, to the extent there is liability found as to the Coach, such recovery is limited to the amount the Client paid for materials, products, or services.

15. INDEMNIFICATION AND RELEASE

To the extent permitted by law, each party hereby agrees to protect, indemnify, defend, and hold harmless the other and their respective managers, officers, members, partners, affiliates, owners, shareholders, beneficiaries, and their respective employees, agents, and contractors (collectively, “Representatives”) against all claim/losses, liabilities, damages, expenses, and costs arising out of or connected with the negligence or intentional misconduct of such party or its Representatives. Further, Client on behalf of itself and its owners, affiliates, partners, subsidiaries, employees, agents, contractors, and consultants (collectively “Releasor”), waives any rights to recover from, and hereby forever agrees to release and hold harmless, Coach and their respective owners, parent companies, affiliates, partners and subsidiaries, directors, officers, members, participants, employees, consultants, agents, legal representatives and assigns from any and all claims, costs, personal injuries, deaths, expenses, damages, actions and liabilities, of any nature, whether direct or indirect, known or unknown, foreseen or unforeseen (collectively “Claims”) , arising from or relating to any acts or omissions by any third party.

16. FORCE MAJEURE

Neither party shall be held liable or responsible to the other party nor be deemed to have defaulted under or breached this Agreement for failure or delay in fulfilling or performing any obligation under this Agreement when such failure or delay is caused by or results from causes beyond the reasonable control of the affected party, including but not limited to fire, floods, embargoes, war, acts of war, insurrections, riots, strikes, lockouts or other labor disturbances, or acts of God; provided, however, that the party so affected shall use reasonable commercial efforts to avoid or remove such causes of nonperformance, and shall continue performance hereunder with reasonable dispatch whenever such causes are removed. Either party shall provide the other party with prompt written notice of any delay or failure to perform that occurs by reason of force majeure.

17. ATTORNEY’S FEES

Should any litigation be commenced between the parties to this Agreement, concerning any provision of this Agreement or the rights and obligations of any party, the prevailing party shall be entitled reimbursement of a reasonable sum of their attorney’s fees in such litigation which shall be determined by the Court in such litigation or in a separate action brought for that purpose.

18. WAIVER

No waiver of any default by any party or parties to this Agreement shall be implied from any omission by a party or parties to any action on account of such default. If such default persists or is repeated, no express waiver shall affect any default other than the default specified in the express waiver, and that only for the time and to the extent therein stated.

19. ARTICLE HEADINGS

All article, paragraph, and section headings set forth in the Agreement are intended for convenience only and shall not control or affect the meaning, construction, or effect of this Agreement or any of the provisions thereof.

20. SEVERABILITY

If any provision of this Contract shall be declared invalid or unenforceable, such provision shall be deemed eliminated from this Contract, and all remaining provisions shall continue in full force and effect.

21. MODIFICATION BY SUBSEQUENT AGREEMENT

This Agreement may be modified by subsequent agreement of the parties only by an instrument in writing signed by both of them.

22. MEDIATION

Coach and Client agree to try to settle all disputes between them through private mediation before initiating any arbitration, litigation, or other dispute resolution procedure. The mediation session will occur at a time mutually agreed upon by the parties in consultation with a mutually selected mediator, though no later than thirty days after the date of services of the initial notice, unless otherwise agreed by the parties and mediator.  Each party shall bear its own fees and costs for the mediation. The parties agree to mediate the Netherlands.

23. GOVERNING LAW

This Contract shall be governed by and interpreted under the laws of the Netherlands.

24. VENUE

The Parties agree that any dispute that may arise as related to this Agreement shall be brought in a court within the Netherlands.

25. SOLE AND ONLY AGREEMENT

This Contract contains the entire understanding between the parties with respect to the subject matter and supersedes any and all other prior written Contracts and understandings (whether oral or written) between the parties. No amendment or modification of this Contract shall be effective unless executed in writing by both parties.

26. ASSIGNMENT; SUCCESSORS AND ASSIGNS

Client agrees that Client will not assign, sell, transfer, delegate, or otherwise dispose of, whether voluntarily or involuntarily, or by operation of law, any rights or obligations under this Agreement. Any such purported assignment, transfer, or delegation shall be null and void. Client represents that Client has not previously assigned or transferred any claims or rights released by him pursuant to this Agreement. Subject to the foregoing, this Agreement shall be binding upon and shall inure to the benefit of the Parties and their respective heirs, successors, attorneys, and permitted assigns. This Agreement shall not benefit any other person or entity except as specifically enumerated in this Agreement.

27. COUNTERPARTS

This Agreement may be executed in counterparts, and if so executed and delivered, all of the counterparts together shall constitute one and the same Agreement. A facsimile signature may be treated as an original, and each party agrees to deliver to the other party an original executed Agreement within seven (7) days of execution.