COACHING AGREEMENT

This Agreement is entered into by and between ______________________ (Coach)
and ____________________ (Client) whereby the coach agrees to provide coaching
services for client focusing on the following; –

Description of Coaching: 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 to develop and carry out a strategy/plan for achieving those goals.
1) Coach-Client Relationship.
A. Coach agrees to maintain the ethics and standards of behavior established by
the International Coach Federation “ICF.”
B. The Client is solely responsible for creating and implementing his/her physical,
mental, and emotional well-being, decisions, choices, actions, and results
arising out of or resulting from the coaching relationship and his/her coaching
calls and interactions with the Coach. As such, the Client agrees that the Coach
is not and will not be liable or responsible for any actions or inaction or any direct
or indirect result of any services provided by the Coach. The client understands
coaching is not therapy, does not substitute for therapy if needed, and does not
prevent, cure, or treat any mental disorder or medical disease.
C. The Client further acknowledges that he/she may terminate or discontinue the
coaching relationship at any time.
D. The 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, incorporating coaching principles into those areas, and
implementing choices is exclusively the Client’s responsibility.
E. The Client acknowledges that coaching does not involve diagnosing or treating
mental disorders as defined by the American Psychiatric Association. That
coaching is not to be used as a substitute for counseling, psychotherapy,
psychoanalysis, mental health care, substance abuse treatment, or other
professional advice by legal, medical, or other qualified professionals. The
Client’s exclusive responsibility is to seek such independent professional

guidance as needed. Suppose the Client is currently under the care of mental
health professional. In that case, it is recommended that the Client promptly
inform the mental health care provider of the nature and extent of the coaching
relationship agreed upon by the Client and the Coach.
F. The Client understands that in order to enhance the coaching relationship, the
Client agrees to communicate honestly, be open to feedback and assistance,
and create the time and energy to participate fully in the program.
2) Services
The parties agree to engage in a 12-month coaching program known as “the Notary
Entrepreneur Accelerator Program” through a virtual meeting. The coach will be
available to the client.
3) Schedule and Fees
This coaching agreement is valid as of ___________ (Effective Date). The agreed
fee is $9,997, which could be paid in full or through the following payment plan; –
 Initial Payment – $2,497
 Eight subsequent equal payments – $997 until payment in full.
4) Refund
The parties agree that the client will be entitled to a refund only within seven days
from the date of purchase.
5) Procedure
The time of the coaching meetings will be determined by the Coach and the Client
based on a mutually agreed-upon time. The Client will initiate all scheduled calls and
will call the Coach at the following number for all scheduled meetings
______________. The Client will be notified prior to the scheduled appointment if the
Coach is at any other number for a scheduled call.
6) Confidentiality
This coaching relationship, as well as all information (documented or verbal) that the
Client shares with the Coach as part of this relationship, is bound by the principles of
confidentiality set forth in the ICF Code of Ethics. However, please be aware that the
Coach-Client relationship is not considered a legally confidential relationship (like the
medical and legal professions). Thus communications are not subject to the
protection of any legally recognized privilege. The Coach agrees not to disclose any
information pertaining to the Client without the Client’s written consent. The Coach
will not disclose the Client’s name as a reference without the Client’s consent.

Confidential Information does not include information that: –
i. Was in the Coach’s possession prior to its being furnished by the Client;
ii. Is generally known to the public or in the Client’s industry;
iii. Is obtained by the Coach from a third party, without breach of any obligation to
the Client;
iv. Is independently developed by the Coach without the use of or reference to
the Client’s confidential information; or
v. The Coach is required by statute, lawfully issued subpoena, or by court order
to disclose;
vi. Is disclosed to the Coach, and as a result of such disclosure, the Coach
reasonably believes there to be an imminent or likely risk of danger or harm to
the Client or others; and
vii. Involves illegal activity. The Client also acknowledges his or her continuing
obligation to promptly raise any confidentiality questions or concerns with the
Coach.
7) Release of Information (Optional, based upon the specific situation)
The Coach engages in training and continuing education, pursuing and/or
maintaining ICF Credentials. That process requires the names and contact
information of all Clients for possible verification by 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.
Client Agrees Client Refuses
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 professional coach development and/or consultation
purposes.
8) Cancellation Policy
The client agrees that it is the client’s responsibility to notify the coach of the number
of hours in advance.
The coach reserves the right to bill the Client for a missed meeting. The coach will
attempt in good faith to reschedule the missed appointment.
9) Record Retention Policy (Optional, if the Coach has adopted such a policy)

The Client acknowledges that the Coach has disclosed his/her record retention policy
with respect to documents, information, and data acquired or shared during the term
of the Coach-Client relationship. The Coach will maintain such records in a format of the Coach’s
choice (print or digital/electronic) for a period of not less than years.
10) Termination
The Client or the Coach may terminate this Agreement at any time with ______
weeks’ written notice. The client agrees to compensate the Coach for all coaching
services rendered through and including the effective date of termination of the
coaching relationship.
11) Limited Liability
Except as expressly provided in this Agreement, the Coach makes no guarantees,
representations, or warranties of any kind or nature, express or implied, with respect
to the coaching services negotiated, agreed upon, and rendered. In no event shall
the Coach be liable to the Client for any indirect, consequential, or special damages.
Notwithstanding any damages that the Client may incur, the Coach’s entire liability
under this Agreement, and the Client’s exclusive remedy, shall be limited to the
amount paid to the Coach under this Agreement for all coaching services rendered
through and including the termination date.
12) Entire Agreement
This document reflects the agreement between the Coach and the Client and a
complete understanding of the parties concerning the subject matter. This Agreement
supersedes all prior written and oral representations. The Agreement may not be
amended, altered, or supplemented except in writing signed by both the Coach and
the Client.
13) Dispute Resolution
If a dispute arises out of this Agreement that cannot be resolved by mutual consent,
the Client and Coach agree to attempt to mediate in good faith for up to __________
days after the notice is given. If the dispute is not resolved, and in the event of legal
action, the prevailing party shall be entitled to recover attorney’s fees and court costs
from the other party.
14) Severability
If any provision of this Agreement shall be held invalid or unenforceable for any
reason, the remaining provisions shall remain valid and enforceable. Suppose the
Court finds that any provision of this Agreement is invalid or unenforceable but that
by limiting such provision, it would become valid and enforceable. In that case,

such provision shall be deemed to be written, construed, and enforced as so limited.
15) Waiver
The failure of either party to enforce any provision of this Agreement shall not be
construed as a waiver or limitation of that party’s right to subsequently enforce and
compel strict compliance with every provision of this Agreement.
16) Applicable Law
This Agreement shall be governed and construed in accordance with the laws of the
State of ________________, without giving effect to any conflicts of law’s provisions.
17) Binding Effect
This Agreement shall bind the parties and their respective successors and permitted
assigns.
By the Coach; –
Name:
_____________________________
Signature:
__________________________
Date:
______________________________

By the Client; –
Name:
______________________________
Signature:
__________________________
Date:
_______________________________

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