Welcome! Thank you for putting your trust in me and making a commitment to our work together.
The purpose of this document is to be clear so that we are clear on our respective roles. It contains policies and procedures as well as expectations and communication guidelines so that we’re on the same page and so that our time together will be optimally constructive, positive, and productive.
This Agreement is being made between JoAnn Keller (“Coach”, “I” or “us”), and the individual purchasing the coaching package. We both agree to the following:
Your Coaching VIP Intensive (“program”) will include:
One eighty minute Vision & Values session.
One eighty minute Goal Setting Session.
Eight fifty minute coaching calls for to be used within a 6-month period.
Welcome Packet to be completed before your first scheduled coaching call.
Unlimited email support for laser coaching throughout the entire program.
Access to private Facebook Group of Private Practice Owners if you are clinic owner or starting a business
Access to Hand Therapy Link FB and email groups if desired
Come to our VIP Intensive and all coaching calls fully prepared. Be on time for all sessions.
Be fully present with you during all sessions to listen to you wholeheartedly and HEAR what you say.
Provide a high level of accountability.
Strategize, brainstorm and problem-solve with you.
Stretch you to high performance so you get the results you want.
Be a mirror & give you honest feedback.
Help you develop strategies and an action plan.
Provide support, encouragement, and guidance throughout the Program.
Read and complete the welcome packet before our first session.
Show up for my VIP Intensive and all coaching calls on time and without any distractions.
Give my coach permission to be honest and speak freely and I
agree to be honest and speak freely as well. This is necessary for us to develop a safe but also transformative relationship.
Put in 100% effort before, during, and after the Program.
Uphold a “no excuses” policy.
Take 100% responsibility for my success or failure as I strive to achieve my goals.
Come to each coaching call with clarity about: (1) my goals and desires, (2) what I want to focus on during the call, and (3) how my coach can best serve me during the call.
Take action on the things I commit to during our coaching calls.
Acknowledge that the very nature of coaching, even though it is strictly professional, is intimate and requires trust.
Be open and coachable.
Be willing to look at things through a new lens and change my perspective.
Make all payments on time, and honor all policies.
Ask any questions I may have as they arise.
Complete and deliver pre-session and post-session forms within 24 hours of our scheduled coaching sessions.”
Contacting Me: I try to be highly responsive to my clients. Should you need to reach me between coaching calls, please contact me between 8:00am – 8:00pm by e-mail at [email protected] I am not generally accessible by phone outside of our regularly scheduled coaching calls. I will do my best to respond to you by e-mail within 12 hours (usually sooner) Monday through Friday. I will do my best to get back to you within 12 hours after a weekend or holiday. Please note that should you have a question regarding scheduling of your VIP Intensive, coaching calls, payments, or policies, please contact [email protected] and me or my assistant will handle your request. In the case of an emergency and you need to contact me immediately, please text me at 206-245-8142.
Scheduling: It is recommended that you schedule your coaching calls to reoccur at the same day and time during the week when both our schedules allow. It is your responsibility to schedule your coaching calls through this link or through my assistant at [email protected] You will be responsible for initiating all of our coaching calls by calling me at 206-245-8142. Please come prepared to start and end the VIP Intensive and coaching calls on time. Your first coaching call must be scheduled within 30 days after enrollment (but preferably right away.) The VIP Intensive sessions (Vision/Values and Goal Setting) should be scheduled during the first month of your Program. All of your coaching calls, in addition to the VIP Intensive, should be completed within 6 months after your first scheduled coaching call.
Cancellation and Rescheduling: Showing up for your VIP Intensive and coaching calls is very important. It shows commitment to yourself and the work we are doing together. It also shows respect for both your own time and mine. I have a very firm cancellation policy. If you need to cancel the VIP Intensive or any coaching call for any reason, please do so at least 24 hours in advance (although 48 hours is preferred) in order to avoid having to forfeit your call.
To reschedule a call, please use the scheduling system where you booked your calls, or email [email protected] if it is within 24 hours. If you cancel or need to reschedule your VIP Intensive, it must be rescheduled before the completion of your program or will be forfeited. If you need to cancel or reschedule a coaching call without providing at least 24 hours advance notice, it will be considered forfeited and there will be no opportunity to reschedule it. If a true emergency occurs, please e-mail us immediately. I will determine whether the VIP Intensive or a coaching call may be rescheduled.
Payment in Full: Your program begins upon enrollment once payment has been received. Payments are non-refundable. You agree that you are financially willing and able to invest in this program by choice, and by doing so you are not in any way incurring economic hardship. Should you have any questions about billing or payments, please contact us at [email protected]
No refund Policy: I want you to be thrilled with your coaching program. If for some reason you are not satisfied and wish to stop the program at any time, you still will remain fully responsible for the full cost of the program, and no refund will be provided. I will have invested considerable time and effort in your program, and if you decide to withdraw for any reason whatsoever, that time and effort has still been made. The coaching process can be challenging and this policy is meant to hold you to a high standard and to support you in getting all you want to out of working with me. It is part of my holding a high bar for your success and follow through.
I will keep all information exchanged during the program in strict confidentiality. I will not disclose confidential information that you share with me during the program to anyone else without reason to know such information, except as when required by law, ethics, or upon written authorization by you.
Disclaimer: I explicitly state that my role is to support and assist you in reaching your goals, but your success depends primarily on your own effort, motivation, commitment and follow-through. I cannot and do not guarantee that you will attain a particular result or income increase or level, and you accept and understand that results differ by each individual. Each individual’s personal and business success depends on his or her background, dedication, desire, and motivation, and a whole host of additional factors. As with any financial or business-related program or service that you purchase, your results may vary, and will be based on many variables, so therefore no guarantees can be made. Any results, earnings, income statements or examples are only estimates of what is possible for you. There can be no assurance as to any particular results or financial outcome based on the use of our program. You agree that I am not responsible for the success or failure of your personal or business decisions, the increase or decrease of your finances or income level, or any other result of any kind that you may have as a result of information presented to you through the program. You are solely responsible for your results.
I retain all ownership rights to the materials provided to you through your participation in the program. The copyrighted and original materials shall be provided to you for your individual use only and with a single-user license. You are not authorized to share, copy, distribute, or otherwise disseminate any materials received from us electronically or otherwise without my prior written consent. All intellectual property, including the copyrighted program materials, shall remain my sole property and no license to sell or distribute or materials is granted or implied. You agree not to reproduce, duplicate, copy, sell, trade, resell or exploit for any commercial or personal purposes, any portion of the Program, including any of the program materials.
Personal Responsibility & Assumption of Risk: You acknowledge that you take full responsibility for your health and well being and all decisions made before, during and after your program. I have used care in preparing the information provided to you, but all of my information, programs and services are made available to you as self-help tools for your own personal use and for informational and educational purposes only. You accept full responsibility for your choices, actions and results, and expressly assume the risks of the program for your use, or non-use, of the information provided to you. You also understand that you are expressly assuming all of the risks of the program, whether or not such risks were created or exacerbated by the program.
Indemnification and Release of Claims: I will not be held responsible in any way for the information that you request or receive through this program. By signing this Agreement, you fully and completely hold harmless, indemnify and release me and any other of my employees, shareholders, directors, staff, consultants, contractors, agents, or anyone affiliated with me or us, from any and all liability, damages, causes of action, allegations, suits, sums of money, claims and demands whatsoever, in law or equity, that you ever had, now have or will have in the future against me or us, arising from your participation in or in any way related to the program, unless arising from the gross negligence on our part which legally may not be waived.
Termination: Either of us may terminate this Agreement with 72 hours written notice to the other. E-mail notification is permissible and sufficient. Please note that I reserve the right to terminate this Agreement if you repeatedly miss payments. All terms of this Agreement, including all Investment, Refund Policy, and Intellectual Property terms as written above, will still apply even after termination by either of us.
Notice: All correspondence or notice required regarding the program should be made to me at [email protected] and to you at the e-mail address you provided during your enrollment in the program. Should your e-mail address or contact information change at any time throughout the course of the program, please provide your new contact information to me within 72 hours of any such change.
Entire Agreement, Assignment, Survivability and Waiver: This Agreement contains our entire agreement. This Agreement may be modified or amended at any time if the amendment is made in writing and is signed by both of us. You may not assign your rights or obligations under this Agreement to anyone else. In the event that any part of this Agreement is deemed invalid or unenforceable, it shall not affect the validity or enforceability of any of the remaining portions of the Agreement which shall be severed and remain in full force. The failure to enforce any provision of this Agreement shall not be construed as a waiver or limitation of the right to later enforce and compel strict compliance with every part of this Agreement.
By agreeing to these terms, we are both acknowledging that we have read, understand, agree to and accept all of the terms in this Agreement. Your program will begin once payment has been received, and your deposit or full payment has been made.