Welcome. I’m glad you’ve chosen to begin this work. Coaching is most effective when both client and coach have a shared understanding of how we will work together. This agreement outlines the expectations, boundaries and responsibilities that support a safe, collaborative and productive coaching relationship.
By signing this document, we enter into a professional partnership grounded in honesty, respect and personal responsibility.
1. How Coaching Works
Coaching is a collaborative, forward-focused process. Together we explore what’s shifting in your life or work, clarify what matters most and create meaningful next steps. You guide the focus of each session. My role is to support your insight, offer perspective, ask thoughtful questions and help you move toward your chosen goals. Coaching is not therapy, counselling or medical treatment. I do not diagnose or treat conditions. Coaching is designed to complement — not replace — professional mental health or medical care when needed. If anything in our work feels unclear or uncomfortable, you agree to let me know so we can adjust. Open communication helps us create a relationship that works well for you.
2. Program Details
- The Insight to Action Series includes:
- One 60-minute onboarding session
- Five 45-minute coaching sessions
- Access to the resource library
- Email check-ins between sessions for brief updates or clarifications
Sessions are held by Zoom unless otherwise arranged. You are responsible for booking your sessions through the provided scheduling link. Coaching works best with consistency, so I encourage you to schedule your sessions within a reasonable rhythm. Texting is reserved for urgent matters such as unexpected delays or emergencies.
3. Cancellations and Missed Sessions
Please give as much notice as possible if you need to reschedule. Missed or late-cancelled appointments:
A session must be rescheduled and completed within one week of the original date.
- If it is not rescheduled, the session is forfeited and non-refundable.
- Fees may be waived only in true emergencies.
4. Confidentiality
Your privacy matters. Everything shared in our sessions is confidential with the following exceptions required by law and professional ethics:
- If you express an intention to harm yourself or someone else
- If I am legally obligated to disclose information
- If digital communication is compromised (as with any online platform) I follow the ICF Code of Ethics.
Your name and contact information may be recorded solely for tax, regulatory and coaching-hours verification purposes. Information is shared only with organizations named in this agreement and only when required.
5. Financial Agreement
Payment is required before beginning the series unless alternative arrangements have been approved in writing. Coaching packages are non-refundable. The series must be used within six months*of purchase unless otherwise agreed upon.
6. Coach Responsibilities
As your coach, I agree to:
- Create an honest, collaborative coaching relationship
- Provide a supportive environment for exploration and growth
- Respect your confidentiality within legal and ethical limits
- Ask questions that encourage insight and clarity
- Offer feedback, perspective and tools when helpful
- Help you identify actions aligned with your goals
- Honour your autonomy and lived experience
I cannot guarantee specific outcomes. Your progress is shaped by your commitment, insight and willingness to take action between sessions.
7. Client Responsibilities
As a client, you agree to:
- Show up honestly and with self-awareness
- Choose goals that matter to you
- Be open to new ideas and approaches
- Offer feedback on what is or isn’t working
- Honour scheduled sessions and timelines
- Take responsibility for your decisions and actions
- Complete the series within six months of purchase
By checking the box I am stating that I have read and understand this Coaching Agreement for The Insight to Action Series. I agree to the terms described above, including the program structure, confidentiality guidelines, cancellation policy and financial responsibility. I confirm that I can financially commit to this program and that I understand coaching is a partnership that supports my choices but does not guarantee specific outcomes.
