Coaching Agreement
please read the following and confirm your understanding and agreement at the bottom. you will be directed to the payments page after your agreement.
AGREEMENT TERMS: This Short-Term Coaching Agreement between Soul Purpose Coaching and client begins on agreed upon date and continues to final agreed upon date between Shelley Pearson and client.
REFUND POLICY: Either party may cancel the Agreement at any time. Any refund due will be prorated to cover unused services at the rate of $90 per session or percentage of packages used. EXCEPTIONS: While the access to the coaching sessions outlined in this agreement does not expire, the eligibility for a refund expires 90 calendar days from the Agreement start date (date of signature). Coaching sessions are transferrable.
CANCELLATION POLICY: Cancellation may be made up to 12 hours of the scheduled time. By canceling your appointment within 12 hours of your scheduled time, you may incur a $25 late cancellation fee. At the discretion of the coach, this fee may be waived. In the event of a missed appointment without notification or within four hours of the appointment time, the session will be charged against the Agreement session balance and is not eligible for a refund or credit.
CLIENT RESPONSIBILITIES: As the client…
1. I understand and agree that I am fully responsible for my physical, mental, and emotional well-being during my coaching calls, including my choices and decisions. I am aware that I can freely choose to discontinue coaching at any time.
2. I understand that “coaching” is a Professional/Client relationship that is designed to facilitate the creation/development of personal, professional or business goals and to develop/implement strategies or plans for achieving those goals.
3. I understand that coaching is a comprehensive process that may involve all areas of my life, including work, finances, health, relationships, education, and wellness. I acknowledge that deciding how to handle these issues, incorporate coaching into those areas, and implement my choices is exclusively my responsibility.
4. I understand that coaching does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association.
5. I understand that the information will be held as confidential unless I state otherwise, in writing, except as required by law. In order to maintain confidentiality, audio and video recordings of sessions are not permitted.
6. I understand that certain topics may be anonymously and hypothetically shared with other coaching professionals for training OR consultation purposes.
7. I understand that all decisions are exclusively mine and acknowledge that my decisions and actions regarding them are my sole responsibility.
8. I will give thought to and identify a specific coaching topic so we can maximize the use of my coaching time.
9. I understand that open communication is the key to the coaching relationship. If I ever have a concern about the services or coach, we will discuss it immediately so that we can continue on with the coaching.
10. I understand that between sessions, I may communicate with the coach via email for insight, to briefly address a concern, or share a success. Situations requiring a lengthy conversation will be addressed in a formal coaching session.
11. I understand that each coaching session will stay within the limits of the scheduled appointment time. If needed, an extension of the session may be requested, if available, for an additional charge.
12. I accept full responsibility for myself and my actions resulting from the process of coaching.
13. I understand that the only record retained after the close of the coaching agreement contains the client name, email address, session dates, and phone number for the coaching service log. I also understand that this information will be shared with the International Coach Federation (ICF) for the sole purpose of reporting client hours to support the credentialing process. In the event of an audit, the ICF may contact me to verify the coach/client relationship and hours reported. All session notes will be shredded and not retained after the final session of this agreement.
COACH RESPONSIBILITIES: As the coach…
1. I agree to serve as your coach, in partnership, to assist you in achieving your personal and professional goals. Our focus is on you as a person, not on any roles or labels that may define parts of you.
2. I agree to share with you what I see and sense with your life situations and offer objective and non-judgmental and helpful feedback to assist you in gaining clarity.
3. I agree to offer information, suggestions and insights that might assist you with moving forward in achieving your goals. Sometimes these suggestions might include asking you to take action steps to move forward. Expect me to support you and challenge you at times and invite you to see a different perspective.
4. I will respect and maintain your confidentiality.
5. If issues arise that go beyond the scope of my coaching expertise, I will recommend resources as necessary, as your situation requires.
6. I will respond to your feedback and suggestions and be open to tailoring my approach to what you need.
I agree that, in the event of any claim or grievance by me against Soul Purpose Coaching (Shelley Pearson), my sole remedy will be the return of the fees paid to Shelley Pearson for the agreement period currently in effect. Shelley Pearson is not responsible for any direct, indirect, incidental or consequential damages beyond the total amount of fees paid by the client. Completion of the initial term or an extension of this agreement, shows satisfaction with the services provided and is not eligible for a refund. Each subsequent agreement extension is subject to the grievance/refund terms until the completion of the extended agreement period. Remedy does not include prior agreement terms.
Our agreement (your completion of the form) indicate a full understanding and agreement with the information outlined above.