CREATE IF WORKS
CLIENT INFORMATION FORM & AGREEMENT
All information is confidential
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PREFERRED METHOD FOR HOLDING SESSIONS
A MIXTURE OF ALL THE ABOVE
EMERGENCY CONTACT (Name/Relation/Cell#)
DATE OF BIRTH
LINKEDIN ACCOUNT (if you have one)
PERSONAL WEBSITE URL (if you have one)
UPLOAD RESUME (If you have one)
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A big part of what we will be doing is talking about your work and/or life situation. In order to be more productive, it is helpful to have the following information for our sessions.
DO YOU HAVE A PARTNER? IF SO WHAT IS HIS/HER NAME?
CURRENT JOB (Company/Title)
WHEN CHANGING CAREERS/LOOKING FOR EMPLOYMENT, INSURANCE CAN SOMETIMES PLAY A LARGE FACTOR IN THE DECISION PROCESS. DO YOU HAVE INSURANCE THROUGH WORK
I HAVE INSURANCE THROUGH SPOUSE/FAMILY MEMBER
I BUY MY INSURANCE
I NEED TO FIND A JOB WITH INSURANCE
DO YOU HAVE CHILDREN? IF SO, PLEASE LIST THEIR NAMES/AGES.
ARE YOU CURRENTLY UNDER THE CARE OF A MEDICAL DOCTOR OR MENTAL HEALTH PRACTITIONER FOR SPECIFIC NON-ROUTINE ISSUES? If yes, please provide more details.
WHAT IS THE NUMBER ONE ISSUE YOU WANT TO RESOLVE OR GOAL THAT YOU WANT TO ACHIEVE?
WHAT IS THE REASONABLE TIME FRAME THAT YOU WANT TO WORK WITHIN TO RESOLVE THAT ISSUE OR ACHIEVE THAT GOAL?
IS THERE ANYTHING ELSE THAT YOU THINK WOULD BE BENEFICIAL FOR ME TO KNOW?
SORRY THIS IS LONG BUT PLEASE READ &
AT THE BOTTOM
This Agreement is entered into by and between CREATEif LIFE (COACH) and the client whereby Coach agrees to provide Coaching Services for Client focusing on the following topics/results/outcomes/goals attached to this Agreement as Schedule A.
Description of Coaching: Coaching is partnership (defined as an alliance, not a legal business partnership) between the Coach and the Client in a thought-provoking and creative process that inspires the client to maximize personal and professional potential. It is designed to facilitate the creation/development of personal, professional or business goals and to develop and carry out a strategy/plan for achieving those goals.
1) Advisor-Client Relationship
A. Advisor agrees to maintain the ethics and standards of behavior.
B. Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and his/her coaching calls and interactions with the Advisor. As such, the Client agrees that the Advisor is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Advisor Client understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.
C. Client acknowledges that advising is a comprehensive process that may involve different areas of his or her life, including work, finances, health, relationships, education and recreation. The Client agrees that deciding how to handle these issues, incorporate the advisor's principles into those areas and implementing choices is exclusively the Client’s responsibility.
D. Client acknowledges that advising does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association and that advising is not to be used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is the Client’s exclusive responsibility to seek such independent professional guidance as needed. If Client is currently under the care of a mental health professional, it is recommended that the Client promptly inform the mental health care provider of the nature and extent of the advising relationship agreed upon by the Client and the Advisor.
E. The Client understands that in order to enhance the advising relationship, the Client agrees to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program.
This advising relationship, as well as all information (documented or verbal) that the Client shares with the Coach as part of this relationship, is bound by the principles of confidentiality set forth in the ICF Code of Ethics. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege. The Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. The Coach will not disclose the Client’s name as a reference without the Client’s consent.
Confidential Information does not include information that: (a) was in the Coach’s possession prior to its being furnished by the Client; (b) is generally known to the public or in the Client’s industry; (c) is obtained by the Coach from a third party, without breach of any obligation to the Client; (d) is independently developed by the Coach without use of or reference to the Client’s confidential information; or (e) the Coach is required by statute, lawfully issued subpoena, or by court order to disclose; (f) is disclosed to the Coach and as a result of such disclosure the Coach reasonably believes there to be an imminent or likely risk of danger or harm to the Client or others; and (g) involves illegal activity. The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Coach in a timely manner.
3) Cancellation Policy
Client agrees that it is the Client's responsibility to notify the Coach 24 hours in advance of the scheduled calls/meetings. Coach reserves the right to bill Client for a missed meeting. Coach will attempt in good faith to reschedule the missed meeting.
4) Record Retention Policy
The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a format of the Coach’s choice (print or digital/electronic) for a period of not less than 1 year.
Either the Client or the Coach may terminate this Agreement at any time with 2 weeks written notice. Client agrees to compensate the Coach for all coaching services rendered through and including the effective date of termination of the coaching relationship.
6) Limited Liability
Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date.
7) Entire Agreement
This document reflects the entire agreement between the Coach and the Client, and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both the Coach and the Client.
8) Dispute Resolution
If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and Coach agree to attempt to mediate in good faith for up to (certain amount of time such as 30 days) after notice given. If the dispute is not so resolved, and in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party.
If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If the Court finds that any provision of this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.
The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.
11) Applicable Law
This Agreement shall be governed and construed in accordance with the laws of the State of New York, without giving effect to any conflicts of laws provisions.
12) Binding Effect
This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.
CLIENT'S ELECTRONIC SIGNATURE - Full Name
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