Coaching Agreement
Thank you for choosing to work with Stephanie Crawford Coaching.
This Coaching Agreement explains how we'll work together, what you can expect from us, and what we ask of you as a coaching client. It is designed to create a positive, professional and productive coaching relationship where expectations are clear from the outset.
This Coaching Agreement applies to coaching services provided by Business Headspace Ltd trading as Stephanie Crawford Coaching ("Stephanie Crawford Coaching", "we", "our" or "us"), including Headspace Coaching, From Bookkeeper to Business Owner (FBTBO) and any other coaching programmes unless otherwise stated.
By purchasing or participating in a coaching programme, you agree to this Coaching Agreement together with our Privacy Policy and Terms of Use.
1. Our Coaching Relationship
Coaching is a collaborative process designed to help you build a stronger bookkeeping business through strategic guidance, education, accountability and support.
Our role is to ask questions, provide feedback, challenge your thinking, share ideas and help you make informed business decisions.
Your role is to decide what actions you take and to implement those actions within your own business.
2. Coaching Services
Your programme may include one-to-one coaching, group coaching, online sessions, workshops, resources, templates, assessments, email support or other services, depending on the programme you have purchased.
The specific inclusions for your programme are described on the relevant sales page or proposal.
3. Scheduling
Coaching sessions will be arranged by mutual agreement.
If you need to reschedule an individual coaching session, please provide as much notice as possible. While we will always do our best to accommodate changes, missed sessions without reasonable notice may be forfeited.
If Stephanie needs to reschedule a session, every effort will be made to arrange an alternative time as soon as reasonably possible.
4. Programme Participation
To get the most value from coaching, we encourage you to attend scheduled sessions, complete agreed actions where practical, communicate openly and honestly, ask questions, and take responsibility for implementing decisions within your own business.
The quality of your results will largely depend on your own commitment and action.
5. Fees and Payments
Programme fees and payment schedules are those agreed when you enrolled.
Where payment plans are available, you agree to complete all scheduled payments.
Failure to keep payments up to date may result in coaching sessions or programme access being suspended until your account is brought up to date.
6. Refunds
Unless otherwise stated, coaching fees are generally non-refundable.
Nothing in this agreement limits your rights under applicable New Zealand consumer legislation.
7. Confidentiality
We respect your privacy.
Information you share during coaching will remain confidential except where disclosure is required by law, where there is a serious risk of harm, or where you have provided permission for information to be shared.
Where coaching takes place in a group setting, all participants are expected to respect the confidentiality of discussions.
8. Intellectual Property
All coaching materials remain the intellectual property of Stephanie Crawford Coaching. This includes, but is not limited to, workbooks, templates, coaching frameworks, worksheets, videos, presentations, assessments, recordings, downloadable resources, programme content and any other materials created by Stephanie Crawford Coaching.
Business Headspace®, The Business of Bookkeeping™, From Bookkeeper to Business Owner® and associated materials are proprietary intellectual property.
Materials are provided for your personal use only and must not be copied, reproduced, distributed or sold without written permission.
9. Recordings
Some coaching sessions, workshops or group calls may be recorded.
Where recordings are provided, they are intended solely for participants in that programme and must not be shared outside the programme.
10. Results Disclaimer
Every bookkeeping business is different.
While we are committed to providing practical coaching, strategic guidance and education, we cannot guarantee any particular business or financial outcome. Your results will depend on many factors, including your experience, circumstances and the actions you choose to take.
11. Limitation of Liability
To the maximum extent permitted by law, Business Headspace Ltd trading as Stephanie Crawford Coaching is not liable for indirect or consequential loss arising from your participation in coaching. Our total liability is limited to the fees paid by you for the relevant coaching programme. Nothing in this agreement excludes rights that cannot legally be excluded under New Zealand law.
12. Ending the Coaching Relationship
Either party may end the coaching relationship where continuing the programme is no longer appropriate.
Any outstanding payment obligations remain payable unless otherwise agreed in writing.
13. Changes to this Agreement
We may update this Coaching Agreement from time to time. The latest version will always be available on our website.
14. Governing Law
This Coaching Agreement is governed by the laws of New Zealand.
15. Contact
Our goal is to create a coaching experience that is supportive, practical and enjoyable. This agreement is intended to provide clarity so that we can focus on what matters most—helping you build a stronger business.
For any questions, please contact:
Business Headspace Ltd trading as Stephanie Crawford Coaching
[email protected]
