COACHING SERVICES AGREEMENTThis Coaching Services Agreement ("Agreement") sets forth the terms and conditions governing the provision of coaching services ("Coaching Services") by Coach with Casey ("Coach"), located at PO Box 1866, Clayton, NC 27528, to the client ("Client"). By signing this Agreement and purchasing coaching sessions, Client acknowledges and agrees to be bound by these terms and conditions.
1. Scope of Services
The Coaching Services package offered by Coach with Casey includes:
- What's Included:
- Initial Session (90 minutes)
- Benchmark ELI Assessment
- Benchmark ELI Debrief Session (1 1/2 hours to 2 hours)
- 16 Sessions (45-minutes each)
- Milestone ELI Assessment
- Milestone ELI Debrief Session (1 hour)
- Final Session (45 minutes)
- Email and text reminders
- Unlimited email support
- Limited text support
- Email and text follow-ups
- Informational and educational materials
- Support resources
- Individual Coaching Clients' Area (website and app)
- SCOPE app
- Package Details:
- 20 total sessions over 6 months (24 weeks) with flexibility.
- Sessions not completed within 7 months are forfeited, with exceptions considered on a case-by-case basis for extended emergency situations. Coach reserves the exclusive right to approve such exceptions.
- 3 no-show sessions (cancelling within 24 hours) result in contract termination.
- No refunds.
- How It Works:
- Initial Setup:
- Schedule your Initial Session immediately, with advice for no more than 2 weeks from today due to onboarding paperwork.
- Receive a Welcome Email with intake forms, onboarding details, ELI Assessment link, and Debrief Session scheduling link (recommended within 2 weeks of the Initial Session).
- Session Scheduling:
- Schedule individual sessions (up to 16), either weekly or in advance, for the 6-month program.
- Client Resources:
- Access the Coaching Clients Area, SCOPE app, and receive educational emails with assignments to guide progress.
- Initial Setup:
- Exclusions: Coaching Services do not include:
- Therapy or counseling
- Medical or psychological diagnosis or treatment
- Financial, legal, or career advice
- Guarantees of specific outcomes
2. Client Responsibilities
- Active Participation: Client agrees to actively participate in the coaching process, including:
- Completing assigned exercises and tasks between sessions
- Communicating openly and honestly with the Coach
- Scheduling and attending coaching sessions as agreed
- Taking responsibility for their own growth and development
- Providing accurate and complete information to the Coach as requested.
- Participating actively in coaching sessions and refraining from any behavior that disrupts the coaching process.
3. Coach Responsibilities
- Professional Conduct: Coach will:
- Maintain professional boundaries and ethical standards.
- Provide coaching services with integrity, competence, and respect.
- Maintain confidentiality of Client information, except as required by law.
- Strive to create a safe and supportive coaching environment.
4. Fees and Payment
The fee for the Coaching Services package is:
- $3627 if paid in full before the commencement of the program.
- $643 a month for 6 months.
- Other payment plan options can be established, if needed.
Payment Requirements:
- The first monthly payment or payment in full must be made in order to initiate coaching.
- The first monthly payment or payment in full & the Coaching Services Agreement must be complete in order to initiate coaching.
5. Refund Policy
- No refunds will be issued for missed sessions or early termination of the program.
6. Cancellation Policy
- **Cancellations**: Client may cancel a coaching session with more than 24 hours notice without any penalty.
- **Missed Sessions:** Sessions not completed within 7 months from the program start date are forfeited, with exceptions considered on a case-by-case basis for extended emergency situations. Coach reserves the exclusive right to approve such exceptions.
- **No-Shows:** 3 no-show sessions (cancelling within 24 hours) result in contract termination.
7. Termination
This Agreement may be terminated by either party upon 30 days written notice to the other party. This Agreement may also be terminated by Coach immediately upon written notice to Client for:
* Non-payment of fees
* Client's failure to comply with the terms of the agreement
* Client's disruptive behavior
8. Disclaimer of Warranties
The Coaching Services are provided "as is" and "as available" without any warranties of any kind, whether express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, and non-infringement. Coach does not warrant that the Coaching Services will achieve any specific results.
9. Limitation of Liability
In no event shall Coach be liable for any damages whatsoever, including but not limited to direct, indirect, incidental, consequential, special, exemplary, or punitive damages, arising out of or in any way connected with the provision of Coaching Services.
10. Confidentiality
Both parties agree to maintain the confidentiality of all information disclosed during the coaching process, including but not limited to any information shared during coaching sessions, in written materials, or through electronic communications (including emails, text messages, and video conferencing platforms such as Zoom Workplace or phone calls).
Confidentiality does not apply to information that is:
* Publicly known.
* Legally required to be disclosed (e.g., subpoenas, court orders).
* Disclosed to third-party service providers necessary for the provision of coaching services (e.g., payment processors).
11. Intellectual Property
If the Client creates any materials during the coaching process (e.g., worksheets, action plans), the Client retains the rights to those materials.
If the Coach provides any materials to the Client (e.g., workbooks, templates), the Client may use the materials for their own personal use within the scope of this coaching engagement.
The Coach retains all intellectual property rights related to their coaching methods, materials, and any proprietary tools or assessments used during the coaching engagement.
12. Force Majeure
Neither party shall be liable for any delay or failure to perform its obligations under this Agreement due to causes beyond its reasonable control, including but not limited to acts of God, war, terrorism, civil unrest, fire, flood, earthquake, epidemics, pandemics, strikes, labor disputes, and interruptions in transportation or communication facilities.
13. Dispute Resolution
Any dispute arising out of or relating to this Agreement shall be first attempted to be resolved through good faith negotiation between the parties. If the parties are unable to resolve the dispute within 30 days of written notice of the dispute, then either party may initiate mediation. If the dispute remains unresolved following mediation, then either party may initiate binding arbitration in Clayton, North Carolina pursuant to the rules of the American Arbitration Association. The judgment on the award rendered by the arbitrator(s) may be entered in any court of competent jurisdiction.
14. Review and Updates
This Agreement may be reviewed and updated periodically by the Coach. The Coach will provide the Client with written notice of any material changes to this Agreement.
15. Technology Usage
Coaching sessions may be conducted via video conferencing platforms (such as Zoom Workplace) or phone calls. No digital recordings of coaching sessions are permitted unless specifically requested and agreed to in writing by both parties. The Coach may take session notes for their own records and to assist in providing effective coaching.
The Client acknowledges that technology issues may occasionally occur during coaching sessions. In the event of technology issues that disrupt a session beyond the control of the Coach, the session will be rescheduled at the earliest possible convenience. Such technology issues will not be considered a "no-show" by the Client.
16. Entire Agreement
This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous communications, representations, or agreements, whether oral or written.
17. Severability
If any provision of this Agreement is held to be invalid or unenforceable, such provision shall be struck and the remaining provisions shall remain in full force and effect to the fullest extent permitted by law.
18. Amendments
This Agreement may be amended or modified only by a written agreement signed by both parties.
THIS COACHING SERVICE AGREEMENT (the "Agreement") is dated July 30, 2025
