COACHING AGREEMENT

WHY A CLIENT NEEDS A COACHING AGREEMENT?

Reitenbach-Kissinger Institute Agreement Explained

“As Professionals, Reitenbach-Kissinger Institute believes we should have an agreement/contract regarding the roles, responsibilities and rights of all parties involved with our Client(s) prior to the commencement of services..”

By definition, a coaching agreement is a legal agreement that sets the tone in a coach and client relationship. A coaching agreement sets boundaries and minimizes common problems like clients re-scheduling sessions at the very last minute, or requesting refunds long after the refund period has expired.

A well-drafted coaching contract not only protects you legally, but also helps to manage the expectation of our clients. It serves as the primary point of reference for any disagreements or potential lawsuits, in case anything goes south in our client engagements.

“Most coaching contract disputes are not about the amount paid for the service. Instead, disputes are usually over the finer points, such as:

The client repeatedly cancels 5 minutes before their scheduled sessions.

We blocked off time for a client on our calendar in good faith, but the client does not think it’s fair to be charged for a no-show.

The client ‘disappears’ for 2 years, then re-emerges.

The client now want the rest of their unused sessions, but we are no longer offering the service.

A client goes through your entire coaching program, then tells you at the end that they are not satisfied and want a full refund.
A client gets inspired by what they learn in our coaching programs.

So much so that they decide to go into the same line of business… using the materials and knowledge they received from us! Our former client is now building a business based on our intellectual property, and is operating in direct competition with us.”

THREE BENEFITS OF A COACHING AGREEMENT

Besides protecting and minimizing business risk, a coaching agreement also helps in the following ways:

Coaching agreements direct the overall coaching engagement

In a Forbes article, it is mentioned that coaching engagements require an end-to-end engagement that are strategic and tactical.

Strategic agreements focus on the objectives and measures of success for the entire engagement and may involve commitments with the client and his or her employing organization.

Tactical agreements, in contrast, address coaching fees, schedules, logistics, communication between sessions, etc. Importantly, agreements about what coaching is (and is not) should be addressed early in the engagement and as often as needed. This is where important distinctions are made between coaches and mentors, consultants, therapists, trainers and other helping professionals.

Coaching agreements helps client and coach structure conversation

A coaching agreement creates clarity on what the conversation is about, what the client would like to achieve, what is important to him or her about the topic and what the client would like to talk about.

When a different topic appears in the coaching conversation, both client and coach can check whether they are still on track, whether the new topic is more important than the old and which topic to pursue.

Coaching agreements help clients to have greater trust in their coach

In order for a coach to speak openly and honestly with their coach they must absolutely trust that the information they give will not only be treated confidentially, but with empathy, sensitivity and respect. Contracting enables this trust to be built before the coaching begins.

SEVEN CLAUSES YOU SHOULD INCLUDE IN YOUR COACHING AGREEMENT

Depending on what type of coaching services requested, we both may need specific inclusions or clauses in our coaching agreement.

Listed below are seven general clauses that we include, at a minimum, to protect and minimize risks:

Introduction

This should include the coach’s and client’s purpose for the coaching engagement, scope of relationship and a little bit of background of the coaching program.

Disclaimer

A coach’s track record may include first hand examples of breakthroughs and successes. But, clients need to keep in mind that the methods a coach uses successfully with other clients may not necessarily result in the same level of success for them. Outcomes are also dependent on client actions, decisions and choices. Our disclaimer clause clearly explain this. It helps set expectations that we are not responsible for a client’s actions or lack thereof.

Confidentiality

When we enter into a coach and client relationship, personal information is usually exchanged. This may include coaching materials that we have designed or our trade secrets. This clause can also be used to ensure that our materials or ideas are protected and not passed around or used without our permission. In the case that this happens, it will result in a loss of potential income.

It also spells out very clearly to our clients about how their personal data will be used and their rights relating to the access and use of their personal data.

Payment terms

Payment terms and fees are well documented and agreed upon before commencing the coaching engagement.

According our payment plan includes details about when a client needs to make payment(s), and the total expected costs they will incur. This ensures full transparency and leaves no room for misinterpretations or misunderstandings.

In this clause, we include what happens if the client fails to fulfill the payment terms. It details any late fees/penalty charges so the client is fully aware and everything is spelt out clearly in our coaching agreement.

Refund policy

Our refund policy covers the “why, when and how” refunds are accepted. Our solid refund policy protects us from clients who cancel their appointments or try to reschedule their sessions last minute.

Limitation of liability

A limited liability means that if we ever get into legal problems, we limit the maximum amount that we can be sued for. Typically, the limit is set at the fees that have been paid by the client under the agreement.

Termination

This clause specifies the minimum notice period for either party to terminate the agreement, with or without cause for termination. It also provide details about early termination fees or the expected compensation for premature termination. We always have a contract lawyer review or draft our contract. HERE.

E-SIGN YOUR COACHING CONTRACT

A coaching agreement helps you set clear boundaries for our clients, yourselves, protects our business and protects our clients’ interests too.

Digitalization has made it even easier and more convenient for contracts to be executed and signed by the contracting parties. There’s no need to go through the cumbersome process of sending contracts in hard copy for physical signature. In fact, you don’t even need to send contract documents as email attachments, print, sign, scan and send back again to the other party via email.

The legislation of e-signature contracts as legally binding documents in many countries such as the USA (Electronic Signatures in Global and National Commerce Act), Canada, Australia, the UK, the EU and many others, has given businesses and consumers confidence in executing digitally signed contracts.

Reitenbach-Kissinger Institute offers a coaching platform that makes it easy for our coaching clients and us to sign your coaching agreement with our contract e-sign feature.

Reitenbach-Kissinger Institute Agreement

INTRODUCTION:

In the spirit of good practice, when you are purchasing coaching services from Reitenbach-Kissinger Success Institute we ask you to confirm that you have read and agreed to each statement below and that you wish to proceed.

All coaching services and communication, email or otherwise, delivered by Reitenbach-Kissinger Success Institute or its agents, as well as information on this BLOG (mksmasterkeycoaching.com) are meant to help you identify the areas in your life or business and in your thinking that may be preventing you from experiencing greater well-being and moving forward.

Coaching is not a substitute for professional legal, accountancy, mental health care or medical care. Coaching is meant to be done when major life, business, emotional and psychological wounds are already healing or healed.

The term ‘coaching’ as here used covers life coaching, personal coaching, executive coaching, and business coaching for clients.

Reitenbach-Kissinger Success Institute is continually striving to ensure the standard of service it provides to its clients remains excellent. At the end of the coaching process, or series of coaching sessions, the client will be asked to complete a feedback form.

REITENBACH-KISSINGER SUCCESS INSTITUTE COACHING AGREEMENT

This Coaching Agreement (Agreement) is made between ________________________________________

(Hereinafter “Client”) and the Reitenbach-Kissinger Success Institute (Hereinafter “Coach”).

Client and Coach will be referred to here in as a “Party” or collectively as “Parties”.

SCOPE OF SERVICES AND TERMS

Client shall select one of the following types of coaching and by initialing the type of coaching services are to be provided:

Life Coaching: ___
Business Coaching: ___
Executive Coaching: ___
Organizational Coaching: ___
High Performance: ___
Success Coaching: ___
Empowerment Coaching: ___
Business Transition Coaching: ___
Life Transiton Coaching: ___
Career Transition Coaching: ___
Career Coaching: ___
Personal Development Coaching: ___
Health and Wellness Coaching: ___
Wealth Coaching: ___
Work and Business Coaching: ___
Skills Coaching: ___
Relationship Coaching: ___
Spiritual Coaching: ___

Client shall select one of the following service agreements and by initialing the agreement for the type of services are to be provided:

Simple Client Coaching Agreement: _____
Group Coaching Agreement: _____
Mastermind Program Agreement: _____
Subscription Membership Site Agreement: _____
Intensive / VIP Day Agreement: _____
Corporate Training/Workshop Agreement: _____
Business Tools Agreement: ____
Life Tools Agreement: ____
Personal Development Tools Agreement: ____
Health and Wellness Tools Agreement: ____
Wealth Tools Agreement: _____

Reitenbach-Kissinger Success Institute will provide coaching services based on this agreement and Exhibit “A” attached here to and incorporated herein (“Services).

Reitenbach-Kissinger Success Institute will provide the coaching services during the times designated herein as stated in Exhibit “A” unless terminated by the “Parties” to this agreement.

In order to achieve the best results from the “Services” of this Agreement, Client acknowledges and agrees it will comply with all “Terms and Conditions” set forth below. It will arrive on time to coaching sessions and complete any self-designated assignments each week.

TERMS AND CONDITIONS

The coaching schedule will be arranged between Reitenbach-Kissinger Success Institute and the Client and can be booked up to 3 months in advance. Reitenbach-Kissinger Success Institute will recommend the frequency of coaching sessions based on a professional assessment of the Client’s requirements.

This recommendation, or plan, is not binding and may be altered and adjusted throughout the coaching journey by mutual agreement, in accordance with the terms set out in this agreement.

The number and frequency of coaching session will be agreed at the start of coaching between Reitenbach-Kissinger Success Institute and the Client and confirmed by Reitenbach-Kissinger Success Institute by email or written correspondence. Where no specific number is agreed sessions will be provided on a session-by-session basis.

In return for the fees payable by the Client (or by a third party on their behalf), Reitenbach-Kissinger Success Institute agrees to provide the service as described below and in accordance with the terms and conditions set out below. The Client agrees to pay fees for the service on the terms and conditions set out below (in situations where a third party pays the fees, the third party counts as an agent acting on behalf of the Client).

The date that the first coaching session takes place shall be deemed to be the start date for the service. Where any client is unhappy with any of the terms and conditions, they can contact Reitenbach-Kissinger Institute to discuss any concerns and see if they can be resolved before the first coaching session. Participation by any individual in the first coaching session constitutes acceptance of these terms and conditions.

FORMAT OF SESSIONS

Face to face (venue by mutual agreement), via Skype (client calls coach); telephone coaching sessions (client calls coach); or another format where such is agreed.

Unless otherwise agreed, for Skype and telephone sessions the client is responsible for telephoning Reitenbach-Kissinger Institute at agreed times. Reitenbach-Kissinger Institute is responsible for ensuring that it is available for consultation at agreed times.

The length of each session is as agreed between Reitenbach-Kissinger Institute and the Client before coaching sessions commence.

SESSION FEES

In accordance with the Reitenbach-Kissinger Success Institute’s current per session fee or fee for a program of sessions, or any other such fee as shall be agreed and notified to the Client. Reitenbach-Kissinger Success Institute will confirm the fees in writing, usually by email, unless this is impractical. The number of sessions for which payment is required in advance will be agreed before coaching sessions commence.

ADDITIONAL SESSIONS

Reitenbach-Kissinger Success Institute may agree to provide additional coaching sessions after completion of the initial agreed session(s). These terms and conditions will apply to any additional sessions so provided and the Per Session Fee will remain the same as originally agreed except where Reitenbach-Kissinger Institute notifies the Client in writing by letter or e-mail of a change to the Fee or to any other term or condition in accordance with the section in these terms and conditions headed “Variation of Terms and Conditions”.

DATES AND TIMES OF SESSIONS

The date and time of the first session and any subsequent session will be agreed between Reitenbach-Kissinger Success Institute and the Client by phone or email and confirmed by Reitenbach-Kissinger Success Institute by email or letter.

Sessions can only be rearranged in accordance with the section in these terms and conditions headed “Rearranging Sessions”.

PAYMENT TERMS

Client shall pay Reitenbach-Kissinger Success Institute as consideration for the above-referenced “Services” the amount and at the time designated in Exhibit “A”. The fee is due upon execution of this agreement unless otherwise designated in Exhibit “A”. If the agreement is terminated prior to the dates set forth in Exhibit “A” all amounts are due and payable.

Fees can be paid by cash, or online by debit or credit card using the PayPal payments systems, by standing order, by bank transfer, or by cheque made out to Reitenbach-Kissinger Institute. Where receipts are requested by the client, they will be sent by e-mail unless otherwise requested.

Fees are payable in advance of each coaching session unless otherwise agreed (Reitenbach-Kissinger Success Institute Business Coaching may allow for payment on receipt of invoice). Where payment has not been received by Reitenbach-Kissinger Success Institute in advance of a coaching session Reitenbach-Kissinger Success Institute is not obliged to provide the session.

Where payment is required on receipt of invoice rather than in advance, a charge may be levied for late payment.

BETWEEN SESSIONS

Reitenbach-Kissinger Success Institute may assign the Client tasks or exercises to complete between coaching sessions. There is no obligation on the client to complete these items of ‘homework’, but not doing so may slow the Client’s progress in gaining improved quality of life or achieving desired business or personal outcomes.

The Client may contact Reitenbach-Kissinger Success Institute by phone or e-mail between sessions to seek clarification regarding anything arising from a coaching session or for administrative purposes (e.g., where a client needs to rearrange a coaching session or make a payment).

Additional coaching can also be provided between sessions but there will be an additional charge for this. Reitenbach-Kissinger Success Institute will always advise a Client in advance if the nature of a Client’s contact is likely to incur an additional charge and no such charges will be imposed without the Client’s agreement.

REARRANGING SESSIONS

If a Client needs to rearrange a coaching session, they should provide at least 48 hours’ notice. No refunds will be given to Clients for unused coaching sessions unless 48 hours’ notice has been given. In exceptional circumstances Reitenbach-Kissinger Institute may need to rearrange a coaching session. In those instances, she will also give the client 48 hours’ notice where practical.

Where a client pays for a session or sessions in advance, they must have the coaching session(s) that they have paid for within 6 months of the payment, or their fee is forfeited.

DISCLAIMER

Client understands that the coaching services they will be receiving from Reitenbach-Kissinger Success Institute are not offered as a substitute for legal, accountancy, professional mental health care or medical care and are not intended to diagnose, treat, or cure any legal, accountancy, mental health, or medical conditions.

Client also understands that Reitenbach-Kissinger Success Institute is not acting as an attorney, accountant, mental health counsellor or a medical professional.

Client understands that coaching is currently an unregulated industry, and that Reitenbach-Kissinger Success Institute is not “licensed “by any US body even though the sessions may take place in the US or around the world.

Client understands and agree that it is fully responsible for its own well-being during all coaching sessions, and subsequently, including its choices and decisions.

Client understands that coaching is not a substitute for counselling, legal services, accountancy services, psychotherapy, psychoanalysis, mental health care or substance abuse treatment, and will not use it in place of any form of therapy.

Client understands that all comments and ideas offered by Reitenbach-Kissinger Success Institute are solely for the purpose of aiding Client in achieving the defined goals Client creates with Reitenbach-Kissinger Institute.

Client has the ability to give its informed consent, and hereby give such consent to Reitenbach-Kissinger Success Institute to assist it in achieving such goals and fully understand that results are not guaranteed in any way whatsoever.

Client understands that to the extent our work together involves career or business, Reitenbach-Kissinger Success Institute is not promising outcomes included but not limited to increased clientele, profitability and or business success.

Client understands that Reitenbach-Kissinger Success Institute will protect Client’s information as confidential unless stated otherwise in writing.

If Reitenbach-Kissinger Success Institute reports child, elder abuse or neglect or threaten to harm yourself or someone else, Client understands that necessary actions will be taken, and this confidentiality agreement limited in this capacity. Furthermore, if Reitenbach-Kissinger Success Institute is ordered by a court to provide information or to testify, it will do so to the extent the law requires.

Client understands that the use of technology is not always secure and accepts the risks of confidentiality in the use of email, text, phone, Skype, and other technology.

Client hereby releases, waives, acquits and forever discharges Reitenbach-Kissinger Institute, any agents, successors, assigns, personal representatives, executors, heirs and employees from every claim, suit action, demand or right to compensation for damages Client may claim to have or that Client may have arising out of acts or omissions by itself or by Reitenbach-Kissinger Success Institute as a result of the advice given by Reitenbach-Kissinger Success Institute or otherwise resulting from the coaching relationship contemplated by this agreement.

CONFIDENTIALITY

Personal information or business information supplied by Clients in coaching sessions will be treated as confidential. It will not be disclosed to a third party without the Client’s prior permission, save where required by law or where action might be necessary to prevent harm to the client or someone else.

Personal information or business information supplied by the Reitenbach-Kissinger Success Institute or Client in coaching sessions will be treated as confidential. It will not be disclosed to a third party without the Reitenbach-Kissinger Institute or Client’s prior permission, save where required by law or where action might be necessary to prevent harm to the client or someone else.

INTELLECTUAL PROPERTY POLICY

It is the policy of the Reitenbach-Kissinger Success Institute to compete fairly in the marketplace. This commitment to fairness includes respecting the intellectual property rights of our and Clients suppliers, customers, business partners, competitors, and others, including original equipment manufacturers and other independent service organizations.

Client agrees that it will not violate any of the laws, or rules with respect to the Reitenbach-Kissinger Success Institute’s Intellectual Property, including misappropriation of business information and trade secrets (e.g., computer systems, software, and related knowhow) and infringement of patents, trademarks and service marks, trade dress, and copyrights and that all such information shall remain the Intellectual Property of Reitenbach-Kissinger Institute.

EARLY TERMINATION

In exceptional circumstances, such as illness or unavailability due to bereavement or other commitments, inappropriate behavior by the Client, actual or potential conflict of interest, or other reasons, Reitenbach-Kissinger Success Institute can decide to terminate the service to the Client early or refuse or be unable to provide further coaching sessions to the client.

In such a circumstance the Client will be given reasonable notice of termination by Reitenbach-Kissinger Success Institute where practicable and will be refunded any advance payments made for coaching sessions not yet provided.

RESPONSIBILITIES

Reitenbach-Kissinger Success Institute will seek to enable the Client to improve their quality of life or level of business success and to achieve their desired outcomes. Remarkable results can be achieved where clients follow a clear plan in a committed way. However, the client has sole responsibility for making important decisions in their life or business.

Reitenbach-Kissinger Success Institute has no liability for any loss incurred by any Client, whether financial or otherwise, following commencement of coaching sessions, or for any perceived failure by the Client, whether justified or otherwise, to achieve a material improvement in quality of life or business or to achieve their desired outcomes or goals.

VARIATION OF TERMS AND CONDITIONS

Where an Initial Number of Sessions is agreed, any changes to these terms and conditions intended to take effect prior to the conclusion of those Initial Number of Sessions will only have effect if agreed by both Reitenbach-Kissinger Institute and the Client and confirmed by Reitenbach-Kissinger Success Institute in writing by email or letter.

In other cases, Reitenbach-Kissinger Success Institute may change any of these terms or conditions including the Per Session Fee by giving the client one week’s notice in writing by letter or e-mail of the change(s). If following receipt of such notification of change, the client no longer wishes to proceed with further coaching sessions, they may withdraw from the service immediately by giving notice in writing by email or letter and they will then be entitled to a full refund of any fees paid in advance for coaching sessions not yet provided. Such notice will be effective on receipt by Reitenbach-Kissinger Success Institute.

GOVERNING LAW

This agreement is governed by the Law of State of California, USA, its courts have exclusive jurisdiction in relation to any dispute, disagreement, proceedings, or legal claim of any nature relating to the service provided or this agreement.

Should a dispute arise under the terms of this agreement it shall be submitted to Arbitration in accordance with the Laws of the State of California. The prevailing party shall be entitled to reasonable attorney fees and costs.

Client further declares and represents that no promise, inducement, or agreement not expressed in this agreement has been made to Client to sign or enter this agreement.

Client further agrees this agreement shall bind its heirs, executors, personal representatives, successors, assigns, and agents.

AGREED and ACCEPTED DATED: ____________

__________________________ _______________________

Client Reitenbach-Kissinger Success Institute

_________________________ ________________________

Address Address

_________________________ ________________________

City and State City, State

_________________________ ________________________

Phone: Phone:

_________________________ ________________________

Email: Email:

_________________________ ________________________

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Chat with your Success Advisor. Email: mjkkissinger@yahoo.com

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Reitenbach-Kissinger Success Institute-MKS Master Key Coaching Systems

Phone: 650-515-7545 —

Email: mjkkissinger@yahoo.com

Web: https://mksmasterkeycoaching.com

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