Standard Coaching Complete Agreement


Please type where indicated, then print this form, sign, and return to LifeTrek Coaching either by mail to:
121 Will Scarlet Lane, Williamsburg, VA 23185-5043 USA or by fax to (772) 382-3258.

This Agreement is made effective as of by and between ("the Client") and LifeTrek, Inc. (d/b/a LifeTrek Coaching International), 121 Will Scarlet Lane, Williamsburg, VA 23185-5043 USA  and Lifeware Coaching Pty Ltd, PO Box 228, Wilston, Queensland, 4051 Australia ("the Coach" or "the Coaches").

The Coaches are professional coaches and coaching companies that are willing to enroll the Client in the Coaching Complete program, based on information provided during an initial interview. The Client desires to enroll in the Coaching Complete program provided by the Coaches.

1. DESCRIPTION OF PROGRAM. Coaching Complete is a 5, 10, or 15 month program that will enable the Client to work with 5 different coaches on 5 different areas of personal and professional competency:

  1. Kate Kriynovich will assist you to clarify your values and embrace your gifts, to stop fighting your weaknesses and to start playing from your strengths.

  2. Christina Lombardo will assist you to jumpstart your "someday" dreams, those big dreams that make life worth living.

  3. Mike Alafaci, will assist you to overcome the obstacles that stand between you and getting what you want.

  4. Erika Jackson will assist you to awaken your intuitive, creative spirit and to experience more joy.

  5. Bob Tschannen-Moran will assist you to become physically, emotionally, mentally, and spiritually fit.

The program takes place principally through telephone coaching conversations (three per month, at least 30 minutes in length) and email (unlimited). Coaching Complete is not “professional or licensed therapy,” “financial planning,” “career counseling,” “business management,” or “spiritual direction.” It is a mutual process of professional and personal transformation. Clients are free to reject any advice, suggestions, or requests made by the Coach at any time. The Coach is authorized and encouraged to be unconditionally supportive, constructive, and straightforward in all communications.

If the Coach determines that the Client would benefit from therapy, an appropriate referral will be made to a licensed therapist and either party may terminate this Agreement without notice.

2. COST OF PROGRAM. The Coaches offer three terms of Coaching Complete with preferred pricing for longer terms (all prices in US dollars):

  1. 5-Month Program. You work with each coach for one month.
    Cost: $1,800 (5% Discount over our regular prices).

  2. 10-Month Program. You work with each coach for two months.
    Cost: $3,420 (10% Discount over our regular prices).

  3. 15-Month Program. You work with each coach for three months.
    Cost: $4,860 (15% Discount over our regular prices).

Although payment can be made on a month-to-month basis, by credit card or electronic debit, there is an additional 5% cash pre-payment discount available on all terms. That takes the cost down to $1,710, $3,249, and $4,617 for each term respectively. To take advantage of this discount, full payment must be made in advance for the entire term by check or money order, made payable to: LifeTrek Coaching International and sent to: 121 Will Scarlet Lane, Williamsburg, VA 23185-5043, USA.

3. AGREEMENT AS TO TERM & COST. On a mutually agreeable date and time, the Client agrees to enroll in the Coaching Complete program for one of the following terms (check one):

  • Five Months $1,800 (5% Discount over our regular prices).

  • Ten Months $3,420 (10% Discount over our regular prices)

  • Fifteen Months $4,860 (15% Discount over our regular prices)

The Client also agrees to pay for the Coaching Complete program in one of the following ways (check one):

  • In equal monthly installments, by Credit or Debit Card or by eCheck, at the start of every month based upon selected Term (5 Months = $360/month, 10 Months = $342/month, 15 Months = $324/month).

  • In one lump sum, by check or money order, at the start of the Program (with additional 5% discount, 5 Months = $1,710, 10 Months = $3,249, and 15 Months = $4,617).

4. PERFORMANCE OF SERVICES. The Client is expected to call the Coaches at the Client’s expense. The date and time of each telephone coaching session shall be set at least one week in advance. The Client is expected to make calling the Coaches a priority and is to call promptly at the prearranged time.

After the first telephone coaching session, the Client is encouraged to complete the Coaching Call Prep Form in advance of each coaching call. It is most helpful if this form is E-mailed to the Coach at least 24 hours in advance of the call so that the Coaches may be prepared to respond to the agenda the Client has in mind for the next call.

5. MISSED SESSIONS. If the Client has not rescheduled a call at least 24 hours in advance, or does not call the Coach within 15 minutes of a scheduled coaching time, the Coach will assume that the Client has elected not to take advantage of the opportunity to make a call that week. Such missed calls will not be rescheduled. If the Coach needs to reschedule a call, arrangements will be made at least one week in advance.

6. RELEASE, HOLD HARMLESS, AND AGREEMENT NOT TO SUE. The Client understands that the Coach is neither licensed nor certified as a counselor, social worker, or consultant of any kind. The Client realizes that the Coach will assist the Client to identify and achieve professional and personal goals and that the Client is free to reject any advice, suggestions, or requests made by the Coach at any time.

The Client acknowledges that he or she is entering voluntarily into this Agreement with the Coach and hereby releases, holds harmless, and agrees not to sue the Coach for any personal injury, emotional distress, or property damage which may result from the decisions that the Client makes in and through the coaching relationship.

7. CONFIDENTIALITY AGREEMENT. The Client recognizes that a successful coaching alliance depends upon the honest and forthright sharing of confidential information. The Coach agrees to take every precaution to safeguard and treat the coaching alliance as well as the information shared in the coaching alliance as confidential, including future plans, business affairs, personal affairs, process information, assessment results, trade secrets, customer lists, technical information, and other proprietary information. The confidentiality provisions of this Agreement shall remain in full force and effect after the termination of this Agreement.

8. RECORD KEEPING & SHARING OF INFORMATION. The Coach will keep a confidential record of the Client's name, phone number, and / or email address, and may submit two copies of that record to the International Coach Federation (ICF) in order to meet the requirements for coach credentialing. This shared information will be utilized strictly for the purpose of meeting these requirements and, following the credentialing process where two assessors will validate the Coach's list and subsequently destroy the two copies, only the master list will be maintained within secure files of the ICF. The Client agrees to this record keeping and sharing of information by signing this Agreement.

9. RELATIONSHIP OF PARTIES. It is understood by the parties that the Coach is an independent contractor with respect to the Client, and not an employee of the Client. The Client will not provide fringe benefits for the benefit of the Coach.

10. ENTIRE AGREEMENT. This Agreement contains the entire agreement of the parties and there are no other promises or conditions in any other agreement whether oral or written. This Agreement supersedes any prior written or oral agreements between the parties.

11. AMENDMENT. This Agreement may be modified or amended if the amendment is made in writing and is signed by both parties.

12. APPLICABLE LAW. This Agreement shall be governed by the laws of the State of Ohio and the United States of America.

BY: ________________________________
The Client

DATE:

BY: ________________________________
Robert K. Tschannen-Moran, President
LifeTrek, Inc. (d/b/a LifeTrek Coaching International)

DATE: ______________________________


After typing where indicated, please print this form, sign, and return to LifeTrek Coaching either by mail to:
121 Will Scarlet Lane, Williamsburg, VA 23185-5043 USA or by fax to (772) 382-3258.