Executive Coaching Services
Terms + Conditions

1. INTRODUCTION

These Terms and Conditions ("Agreement") constitute a legally binding agreement between:

Coach: [Your Name/Company Name] ("Coach," "I," "me," or "my")
Client: The individual or organization engaging coaching services ("Client," "you," or "your")

By scheduling or attending a coaching session with me, you agree to be bound by the terms and conditions set forth in this Agreement.

2. COACHING SERVICES

2.1 Service Description

I provide professional executive coaching services aimed at supporting your professional development and leadership capabilities. Services are delivered through:

Ad hoc one-hour coaching sessions, or
Planned 10-hour coaching commitments delivered over multiple months (typically bi-weekly sessions)

Services may include, but are not limited to:

Executive coaching sessions
360-degree evaluations and feedback
Leadership development
Succession planning
Goal setting and achievement strategies

2.2 Session Format

Sessions will be conducted via [specify format: in-person, video conferencing, phone, or a combination]. The specific schedule will be mutually agreed upon prior to commencement of services.

2.3 Session Outcomes

While I am committed to providing high-quality coaching services in a safe, good, and workmanlike manner, I do not guarantee specific outcomes or results. Progress depends on various factors, including your participation, commitment, and implementation of strategies discussed.

2.4 Performance Standards

I will:

Devote sufficient productive time, energy, and ability to provide the Services in a timely and effective manner
Communicate regularly about progress
Provide services that are satisfactory and acceptable to you
Perform all Services in accordance with standards prevailing in the executive coaching industry and in compliance with all applicable laws, rules, and regulations

3. CONFIDENTIALITY

3.1 Coach's Confidentiality Commitment

I maintain strict confidentiality regarding all information shared during coaching sessions. This includes:

All discussions, communications, and materials shared during sessions
Personal and professional information
Business strategies and challenges
Performance-related discussions

3.2 Corporate Environments

Even when coaching is sponsored by your employer or organization, the content of our sessions remains confidential between you and me. I will not share specific session content with your employer or colleagues without your explicit written consent.

3.3 Legal Exceptions to Confidentiality

Confidentiality may be breached only in the following circumstances:

When required by law or court order
If there is imminent risk of harm to yourself or others
In cases of reported abuse of children or vulnerable adults
With your explicit written permission

3.4 Session Documentation

Session documentation is maintained solely for the purpose of coaching continuity and effectiveness. All notes and records are stored securely and confidentially.

4. USE OF AI TECHNOLOGY

4.1 AI Transcription and Summarization

I use artificial intelligence technology to transcribe and summarize coaching sessions for documentation purposes.

4.2 Data Security

All AI-processed information is:

Used exclusively to enhance coaching effectiveness
Subject to the same confidentiality protections as all other session content
Stored securely with appropriate technical safeguards
Never shared with third parties for marketing or other commercial purposes

4.3 Opt-Out Option

If you prefer that AI technology not be used for your session documentation, please notify me in writing before our first session. Alternative manual documentation methods can be arranged.

5. FEES AND PAYMENT TERMS

5.1 Fee Structure

Fees for coaching services are as follows:

Ad hoc one-hour sessions: $400 per hour
10-hour commitment package: $3,200

5.2 Payment Terms

Invoices are issued on the date of the first coaching session
Payment is due within 60 days (net 60) from the date of the first session
For 10-hour commitments, the full package fee is invoiced at the commencement of services.

5.3 Accepted Payment Methods

Bank Transfer, Visa, Mastercard, American Express, Discover, Paypal, and Venmo.

5.4 Late Payments

Payments received after the 60-day term may be subject to:

A late fee of 5% of the outstanding amount
Suspension of coaching services until payment is received
Interest charges of 1% per month on outstanding balances

6. SCHEDULING AND CANCELLATION

6.1 Scheduling

Sessions must be scheduled at least 5 business days in advance, subject to availability.

6.2 Cancellation and Rescheduling

Cancellations or rescheduling requests must be made at least 24 hours before the scheduled session
Late cancellations or missed appointments will be counted as delivered with no refund provided
It is the Client's responsibility to call in or arrive on time for scheduled sessions
Exceptions may be made for genuine emergencies or extenuating circumstances at the Coach's discretion

6.3 Coach Cancellation

If I need to cancel or reschedule a session, I will provide at least 24 hours notice whenever possible and offer alternative session times at your convenience. In case of illness or emergency, I will reschedule as soon as possible. If a suitable alternative cannot be found, the session will not be counted against your package hours or charged individually.

7. TERM AND TERMINATION

7.1 Term

Ad hoc sessions: Each session constitutes a separate agreement under these terms
10-hour commitments: The agreement remains in effect until all 10 hours are utilized or for 12 months from the first session, whichever comes first

7.2 Termination by Client

You may terminate this Agreement at any time by providing 30 days written notice. For 10-hour commitments:

If terminated before using all scheduled hours, you will be charged for hours delivered plus any cancellation fees specified in writing
All payments for services rendered up to the termination date remain due as per the payment terms

7.3 Termination by Coach

I reserve the right to terminate this Agreement by providing 30 days written notice if:

Professional or ethical concerns arise that cannot be resolved
There is consistent non-payment or late payment of invoices
The coaching relationship is no longer beneficial to you
You are in material breach of any provision of this Agreement and such breach is not cured within 30 days of receipt of written notice

8. REPORTING

If requested, I will provide a written summary report on coaching progress to the Client or Company. Any such reporting will maintain confidentiality of coaching sessions and will only include general progress information, not specific details of coaching conversations. I am not required to provide regular reports unless specifically agreed upon in writing.

9. OTHER ACTIVITIES

During the Term of this Agreement, I am free to engage in other independent contracting activities, except that I may not accept work, enter into contracts, or accept obligations inconsistent or incompatible with my obligations or the scope of Services to be rendered under this Agreement.

10. INDEPENDENT CONTRACTOR STATUS

10.1 Relationship

Our relationship under this Agreement is one of independent contractors, and no joint venture, partnership, agency, employer-employee, or similar relationship is created by this Agreement. Neither party may assume or create obligations on the other party's behalf, and neither party may take any action that creates the appearance of such authority.

10.2 Control of Services

I have the sole right to control and direct the means, details, manner, and method by which the Services will be performed, and the right to perform the Services at any time, place, or location. I am not required to hire, supervise, or pay any assistants to help perform these Services and will provide my own insurance coverage.

10.3 Tax Obligations

I am solely responsible for the payment of all income, social security, employment-related, or other taxes incurred as a result of the performance of the Services under this Agreement, and for all obligations, reports, and timely notifications relating to those taxes. The Client has no obligation to pay or withhold any sums for those taxes.

10.4 Benefits

I have no claim against the Client under this Agreement or otherwise for vacation pay, sick leave, retirement benefits, social security, worker's compensation, health or disability benefits, unemployment insurance benefits, or employee benefits of any kind.

11. INTELLECTUAL PROPERTY

11.1 Materials

Any materials I provide during coaching sessions are for your personal use only and may not be reproduced, distributed, or shared without my written permission.

11.2 Coaching Process

My coaching methodologies, frameworks, and processes are my intellectual property and are provided for your individual use only.

12. LIMITATION OF LIABILITY AND INDEMNIFICATION

12.1 Professional Boundaries

I provide coaching services, not legal, financial, medical, or psychological advice. You should consult appropriate licensed professionals for such advice.

12.2 Decision Responsibility

You are solely responsible for decisions made and actions taken based on our coaching discussions.

12.3 Liability Cap

My liability under this Agreement is limited to the total fees paid by you for coaching services.

12.4 Indemnification by Client

You agree to indemnify and hold me harmless from all damages, liabilities, expenses, claims, or judgments (including interest, penalties, reasonable attorneys' fees, accounting fees, and expert witness fees) that I may incur and that arise from:

Your breach of any obligations or representations under this Agreement
Your negligence or willful misconduct in connection with this Agreement

12.5 Indemnification by Coach

I agree to indemnify and hold you harmless from all damages, liabilities, expenses, claims, or judgments (including interest, penalties, reasonable attorneys' fees, accounting fees, and expert witness fees) that you may incur and that arise from:

My negligence or willful misconduct in carrying out my obligations under this Agreement
My breach of any obligations or representations under this Agreement
My breach of the representation that I am an independent contractor and in compliance with applicable laws

13. GENERAL PROVISIONS

13.1 Force Majeure

Neither party will be considered in breach or default because of, and will not be liable to the other party for, any delay or failure to perform obligations under this Agreement by reason of fire, earthquake, flood, explosion, strike, riot, war, terrorism, or similar event beyond that party's reasonable control (each a "Force Majeure Event"). If a Force Majeure Event occurs, the affected party shall:

Notify the other party as soon as practicable of the Force Majeure Event and its impact on performance
Use reasonable efforts to resolve any issues resulting from the Force Majeure Event and perform its obligations under this Agreement

13.2 Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of California. Both parties consent to the personal jurisdiction of the state and federal courts in Los Angeles County, California.

13.3 Dispute Resolution

Any disputes arising from this Agreement shall first be addressed through mediation before pursuing other legal remedies.

13.4 Amendments

Any amendments to this Agreement must be made in writing and signed by both parties.

13.5 Severability

If any provision of this Agreement is found to be unenforceable, the remaining provisions shall remain in full effect.

13.6 Assignment and Delegation

Neither party may assign any rights or delegate any performance under this Agreement without the prior written consent of the other party. Any purported assignment or delegation in violation of this section is void.

13.7 Notices

All notices required under this Agreement must be in writing and delivered by one of the following methods: personal delivery, registered or certified mail (postage prepaid, return receipt requested), nationally recognized overnight courier (fees prepaid), facsimile, or email.

14. ENTIRE AGREEMENT

This Agreement constitutes the final agreement between the parties. It is the complete and exclusive expression of the parties' agreement about the subject matter of this Agreement. All prior and contemporaneous communications, negotiations, and agreements between the parties relating to the subject matter of this Agreement are expressly merged into and superseded by this Agreement.

The provisions of this Agreement may not be explained, supplemented, or qualified by evidence of trade usage or prior course of dealings. Neither party was induced to enter this Agreement by, and neither party is relying on, any statement, representation, warranty, or agreement of the other party except those set forth expressly in this Agreement. There are no conditions precedent to this Agreement's effectiveness.

15. COUNTERPARTS; ELECTRONIC SIGNATURES

This Agreement may be executed in any number of counterparts, each of which is an original but all of which constitute one and the same instrument. This Agreement is signed when a party's signature is delivered by facsimile, email, or other electronic medium. These signatures must be treated in all respects as having the same force and effect as original signatures.

16. NECESSARY ACTS; FURTHER ASSURANCES

Each party shall use all reasonable efforts to take, or cause to be taken, all actions necessary or desirable to consummate and make effective the transactions this Agreement contemplates or to evidence or carry out the intent and purposes of this Agreement.

17. EFFECTIVENESS

This Agreement will become effective when all parties have signed it. The date this Agreement is signed by the last party to sign it (as indicated by the date associated with that party's signature) will be deemed the date of this Agreement.

18. ACKNOWLEDGMENT AND SIGNATURES

By engaging my coaching services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions.

The parties are signing this agreement on the date stated opposite that party's signature.

Client/Company Name: _________________________________

By: _______________________ Date: _____________ Signature

Name (printed): _________________________________

Title: _________________________________

Coach: _________________________________