Christy Charise and Strategic Advisor (“SA”) agrees to provide a coaching schedule, billable monthly at the rate of $2,997 for 1x weekly 1-hour calls with reasonable email support and relevant materials (templates, plans, reports, etc) included. By proceeding, the Client (“Client”) agrees to the terms, policies and procedures outlined here as a condition of participation in the purchased coaching program.

Upon initial payment, SA and the client will first clarifying the goals, strategic vision, and outcomes desired by Client/ Client’s practice and begin working together to achieve those results.

Client understands that SA is NOT an employee, agent, lawyer, accountant, physician, therapist, psychotherapist, publicist, public relations manager, or business manager.

Client understands that SA has not promised to and does not/ will not:

- Provide legal or tax advise

- Procure or attempt to procure business or sales for Client

- Act as a therapist or provide any advice that could be considered psychoanalysis, psychological counseling, or behavioral therapy

- Act as a PR manager

Client agrees that the party’s relationship does not continue beyond this contract unless both parties agree to continue/ extend its terms for a specified period of time or a separate agreement is entered into.

Client understands that, while SA will make every effort to support Client growth and success, there are no guarantees of performance, growth or outcome achievement; the client is ultimately responsible for execution, implementation, and their own outcomes.

Client understands that execution of strategies discussed, and related results delivery is the sole responsibility of the Client. Earnings and growth potential are entirely dependent upon and determined by the individual further developing and implementing the ideas,strategies and techniques discussed.

Since the degree of implementation and effectiveness of execution vary for each individual, there can be no promise or guarantee of results. Any results cited in marketing materials or conversations are understood to be unique to those individuals and cannot be taken as an indication of typical results.

Client acknowledges that success and income targets can, therefore, not be promised or guaranteed and that SA is not responsible for any of Client’s actions.

Client understands monthly payments are made at the start of each month, in advance of the month’s sessions and will be auto-billed to the card provided/ on file.

Client agrees to allow SA to run a credit card authorization verification at contract inception and agrees and authorizes SA to bill the monthly charge at the start of each month. Declined payments not resolved by the 10th of the month may result in suspended sessions with a pro-rated balance due.

If Client is not confident that SA can and will deliver the insight, guidance and value discussed in the coaching program, Client can request to terminate the program at any time. No refunds will be given for completed sessions and the expectation is that coaching will continue through the pre-paid period end.  As much advance notice to discontinue sessions as possible is requested, but at least one week prior to month end is required to cancel the upcoming billing cycle.  Pre-paid future sessions will only be refunded in extenuating circumstances and will be done on a pro-rated basis assuming the account is otherwise in good standing.

Calls are considered billable each week. To simplify scheduling and billing, SA requests a standing weekly meeting time and that exceptions be identified, and alternative scheduling arrangements requested at least 7 days in advance.

SA will make every effort to accommodate the Client’s schedule given the professional courtesy of advance notice;

if a regular meeting time cannot be kept, another time within 6 days +/- can be requested.  Alternative time can only be guaranteed when at least 6 days prior notice is provided.

High performers don’t compromise on the commitments they make for/ to themselves or to others and show the same respect for time they appreciate being shown to themselves. Barring exceptional personal circumstances or family emergencies, cancellation of a scheduled call without 24 hours prior notice will be considered a fully billable meeting without obligation of a make-up.

Client understands that knowledge without execution does not produce results and therefore agrees and accepts that the Client is 100% responsible for their own progress, implementation and the related results. Client understands that the expectation of participation includes implementing recommendations and strategies discussed and coming to calls prepared, with agreed to tasks from the prior call completed. To make progress over time, consistent execution is critical.

SA respects Client’s confidentiality and will not share private, personal or identifying information shared with SA for any reason without the express advance permission from Client.  Standard exceptions to this provision apply including legal requests for information by law enforcement or in cases where SA feels there is a reporting obligation due to illegal activity or the potential of imminent harm to the client or another person. In return SA expects the same professional courtesy and considers this clause to be a mutual non-disclosure agreement. Client understands and agrees that unidentifiable and generalized descriptions of the Client’s situation, problems, solution implementation and results shared with potential SA clients or related audiences will not be considered a breach of the confidentiality agreement outlined here.

SA’s materials and program are copyrighted and any materials provided to Client are for Client’s individual and exclusive use and constitute a single user license for internal use in their practice only.

SA insists that methods, strategies, templates, frameworks, materials, intellectual capital, and any other information that is shared with respect to the relationship covered by this agreement not be disclosed to any parties outside this contract.

Client further understands that in cases where information sharing constitutes copyright infringement, legal injunctive relief can and will be pursued. All intellectual property and SA materials remain the sole property of SA. No license to sell, or distribute these materials is granted or implied and Client agrees not to disclose or share such information accordingly. 

SA is committed to providing all clients with a positive program experience. By purchasing the program, Client agrees that SA may, at its sole discretion, terminate this agreement and limit, suspend, or terminate Client’s further participation. If this termination is of no fault of the client, Client would be refunded/ not be billed for any session time not fulfilled.

Client shall defend, indemnify and hold harmless SA, it’s officers, employees, contractors, directors, related entities, affiliates and successors from and against any and all liabilities and expense whatsoever – including and without limitation, claims, damages, judgments, settlements, awards, investigations, costs, attorneys fees, and/or disbursements arising out of or resulting from the offering, sales, use or implementation of the services, or products provided by SA.

Client recognizes and agrees that officers, principals, affiliates and successors shall not be held personally responsible or liable for any actions or representations of SA.

Client also acknowledges and understands that participation in the program is voluntary and that in consideration of and as part of the payment for the right to participate, the undersigned and all affiliates, staff and employees do hereby release, waive, acquit, discharge, indemnify, defend, hold harmless and forever discharge SA, it’s owners, agents, executives and staff, from all actions, causes of action, contracts, claims, suits, costs, demands, and damages of whatever nature or kind in law or in an equity arising from my participation in any of its programs.