COACHING AGREEMENT

Effective date: August, 2023

 

I am delighted we are going to be working together. The ethics code that I follow requires that I make you aware of specific office policies and how these procedures may impact you.

This document constitutes our standard Coaching Agreement (also referred to as “The Agreement”). Please read it carefully and jot down any questions you might have so that we can discuss them at our next meeting.

When you sign this document (Or check the box acknowledging it on Kajabi it will represent an Agreement between us (“us” also referred to as “The Parties”). Any and all complaints or claims must be made in the United States

SERVICES

The service to be provided is coaching, which is not advice, therapy, nor counseling and does not in any way include medical or legal services. Coaching is a designed alliance that helps bring out the best in you and helps you create and live the life you want to live.

Coaching is not easily described in general statements. It varies depending on the personalities of the coach and the client. There are many different methods I may use to deal with the problems that you hope to address.

I will ask a lot of questions. My intention and role, as a coach, is to help you find your own answers, discoveries and realizations. It is not to tell you what to do. You enter into this agreement with the full understanding that you are responsible for the actions you take and the results you create.

Coaching is not like a medical doctor visit. Instead, it calls for a very active effort on your part. In order for coaching to be most successful, you will have to work on things we talk about both during our sessions and at home.

You can count on me to be honest and straightforward in asking questions and making requests. You understand that the power of the coaching relationship can only be granted by you and you agree to do just that—have the coaching relationship to be powerful.

Coaching results are not guaranteed. If you believe that coaching is not working as desired, you will immediately communicate that to me and we both will take action to remedy the situation.

CONFIDENTIALITY

I recognise that anything you share with me is regarded as confidential, whether it is business or personal information. I undertake not to, at any time, (unless required to do so by law), either directly or indirectly, use or disclose any information you share with me during our sessions. In the event that you become a danger to yourself or others I will do everything in my power to stop that from happening.

You may want to consider when you can be alone in front of your computer or other device during your coaching session so that you can speak freely. Headphones can be helpful.

I keep handwritten process notes to assist me in maintaining a high standard of care. They are stored according to privacy regulations and only I have access to them.

I maintain my professional indemnity insurance and comply to the General Data Protection Regulation. For further details on confidentiality please refer to my Code of Ethics.

If we ever meet in the street or at an event, I will not approach you and strike up a conversation without being led by you.

Zoom, whose software we will be using, does have a security policy and you can read about this on the Zoom website.

LIABILITY

By signing this agreement, you represent that you have been entirely forthcoming and that any previous or current suicide attempts, suicidal ideation, self harm, medications, legal issues, or mental health diagnoses, current or previous, have been disclosed.

By signing this agreement you acknowledge that any referrals provided to you are to be undertaken at your discretion and that you release me from any liability associated with any other professionals I have referred you to.

By signing this agreement you release me, Dufflyn Lammers from any liability. You understand that any of the services, events, or activities that you participate in through Dufflyn Lammers are entirely voluntary, for your benefit, and at your discretion. Some of these services, events, or activities might include workshops, retreats, or group meetings either in person or online. You therefore release Dufflyn Lammers, as well as her employees and contractors from any liability of whatever kind or nature for injuries, whether physical or emotional, temporary or permanent, which you or your family may sustain as a result of services, events, or activities that you participate in through Dufflyn Lammers and you expressly assume the risk for your participation in any of the services, events, or activities offered in person r online. 

PERSONAL DATA

Under this Agreement, we might exchange some personal data in order to perform the Services, such as personal information you might communicate either in writing or verbally during our coaching sessions, or personal information we might communicate verbally or in writing to you.
We both shall process the personal data in accordance with the applicable data privacy laws (especially GDPR)

Rest assured that what we do with your personal data will strictly and exclusively be for the purpose of performing and managing this Agreement.

The third-parties organizations listed below might access your personal data, with respect to data privacy laws, in order to perform our Services :

Margo Linden Katz, CPA
Zoom
Kajabi
Stripe
Paypal

To know more about how these organizations process personal data, please do visit their Privacy Policy. Your personal data will not be shared or sold to any other third-party.

We may also forward your personal data in the context of judicial proceedings, if the applicable laws compel us to do so. Your personal data will be retained for the time necessary to perform this Agreement, in accordance with existing regulations.
You can ask for the deletion, access, rectification of your personal data at anytime, as well as any questions regarding your data, at the following address: [email protected]

Please also see the website for my PRIVACY POLICY and TERMS AND CONDITIONS regarding all online content. 

DISPUTES

This Agreement shall in all respects be governed by the laws of the United States of America and jurisdiction for any legal proceeding hereunder shall be the State of California, United States, USA, without regard to any conflict of laws or principles thereof.

SOCIAL MEDIA POLICY

Clients may find me Instagram, Facebook and Twitter. You are welcome and in fact encouraged to participate and comment, however, once someone becomes a client, I do not communicate directly (meaning via private or direct message) with them via these social media platforms as I do not consider it a secure form of communication.

CONTACTING ME

I am often not immediately available by telephone. My telephone is answered by confidential voice mail which I monitor periodically throughout the day. I will make every effort to return your call within 48 hours, with the exception of weekends and holidays. If you are difficult to reach, please inform me of some times when you will be available.

I may also be contacted by email between sessions and will make every effort to respond within 48 hours. If you have left me a voicemail or sent an email and have not heard back within 48 hours, please assume I have not received your communication and try again. If I will be unavailable for an extended time, I will provide you with the name of a colleague to contact, if necessary.

LOGISTICS

You can schedule a session with me by finding my calendar on my website: www.dufflyn.com or by contacting me directly by email. You will get a confirmation email 48 hours in advance of the session with a Zoom link for our session with a password. If you want SMS reminders you must opt in for that. 

You will need Zoom software that you can easily and safely download off the internet for free at https://www.zoom.us

Once you have downloaded the software, Zoom will guide you so far as set up and show you how to make a test call. You will need a good broadband internet connection, sound and picture for it to work at its best. You can use video Zoom on your PC, laptop, tablet or phone. Zoom connections can, and sometimes do, fail us. It is useful to have a landline or mobile phone available nearby.

Private sessions are 50 minutes long. 

If you are more than several minutes late for a session I will contact you by phone to see if you are running late. As long as you let me know you are on the way, I will wait for the duration of the appointment. If I do not hear from you, I will wait for 15 minutes and follow up by email. If you do not respond to my contact attempts, I will usually then be in touch with your emergency contact in the next 24 hours.

If internet service is interrupted during our session I will attempt to reconnect twice. If we cannot reconnect I will contact you by phone at the number you have provided.

FEES

All fees are charged in USD.

$2700 90 Day Program, Pay In Full 

3 X $1,000 90 Day Program, Monthly Plan

$10,000 1 Year VIP Program

 

PAYMENT

Payment is made by Kajabi payments, Stripe or Paypal on my website and is therefore due in advance of a session.

CANCELLATION POLICY

You can rearrange or cancel appointments up to 24 hours in advance of your appointment time without incurring any fee. If you are unable to give 24 hours’ notice or you miss the session without giving notice, payment will be retained except in the case of unpredictable and serious personal or medical emergencies. Notification is preferred by email and/or through Acuity Scheduling. Exceptions are made on a case-by-case basis. If you must reschedule a session (with 24 hrs. notice) and cannot find another date before your package expires I will offer you a 7 day grace period.

If I am unable to attend the session, I will advise you by email at the earliest opportunity. No fee will be payable in this circumstance and payment will be transferred to the next session.