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Client Policies
and Procedures
What do I
expect from a client?
First
of all, I welcome you in opening your mind and
allowing new possibilities to come into view for
your life. I’m looking forward to working with
you and accomplishing exactly what you REALLY
WANT. Besides consulting, I will coach and guide
you to take more meaningful actions and set
higher goals. Most important is that WE
develop a Relationship based on Trust,
Mutual Appreciation and Respect for Each
Other as individuals. All that is
discussed between us is purely confidential.
Since our
time is limited, please come to our appointment
prepared. I’m aware that there will be times
that you’ll just need our conversation to be
focused on that particular day or a situation.
Nothing is written in stone. It’s your session,
so nothing is as important as your needs. There
are no SHOULDS in this process.
Must there be
a commitment and for how long?
For
best results, I recommend a three-month
commitment (90) days unless this process is not
working for you. Of course, one month at a time
may be sufficient. It’s all open for discussion.
It depends on what your goals and needs are.
What is my
Fee?
My fee is ----------for a 1 hour session
by phone. 1 hour session in person can be
discussed. Payment in advance is required for
all phone sessions. Payment can be made by
check, in which you will receive a receipt.
Credit and Debit card payments can be discussed.
What is my
procedure?
Call me at 954.925.4049 to schedule an
appointment. If I’m not available, I will return
your call within 24 hrs. You can also e-mail me
at
trudy@lifechangesunlimited
, but phone is preferable for appointments. Each
session is 1 hour. Appointments can also be made
in advance for the month. If you need to
reschedule an appointment, please give me a 24
hour notice. Of course, exceptions will be made
if necessary. If I need to reschedule, I will do
the same. You may call me or e-mail me between
appointments if you need to go over an issue,
have a problem or to share a success with me. I
will not bill you for this additional time but I
ask that you please keep the extra calls to 5 or
10 minutes at the most and e-mails short. In an
emergency, I will make allowances for that as
well. I will always get back to you as soon as
possible or within a 24 hour period. I’m
available for phone calls between the hours of
9am-9pm.
Life
Changes Unlimited
Trudy Zimmerman
Personal Life Coach
Inspirational &
Motivational Speaker
2501 South Ocean
Drive Suite 1404
Hollywood, Florida 33010
Tel: 954.925.4049 -
Fax 954.925.4067
e-mail:
trudy@lifechangesunlimited.com
www.lifechangesunlimited.com
CONTRACT
I_________________________________understand
that a consultant/coach is not a health
professional. I also understand that coaching is
not an alternative to medical treatment or
psychotherapy. I agree to seek the advice and/or
the assistance of a health professional should I
have any concern over my health, mentally or
physically. I understand that I’m fully
responsible for my well being during the term of
our agreement.
I am also aware that the
partnership between myself and a coach is based
on the idea that I am the expert in my own life
and I’m in charge of my own destiny. While my
coach will often make requests of me to help me
move forward and realize my goals, she may
occasionally make suggestions about a possible
course of action. It’s entirely up to me to
accept or decline such requests, or follow any
suggestions. I understand that I am fully
responsible for all decisions affecting my life
and well being during the length of this
coaching agreement. As such, I do not
hold Trudy Zimmerman liable for consequences of
my actions or absence of actions. I agree that
Trudy Zimmerman is not an Employment Agent,
Business Manager or Psychotherapist.
Signature__________________________________
Date_________________________________
Address____________________________________Daytime
Phone:________________________
Evening
Phone:___________________________Cell
Phone:_______________________________
E-mail:____________________________________________________
Invoice
Date:____________________
For: Consulting/Coaching/Workshops/DeClutter-ReOrganize
Date of Service:_________________
Bill to:
Client’s Name:______________________
Address:____________________________
___________________________________
Phone:________________
e-mail_______________________________
Session/DeClutter/Hour:_____________
Fee::_______________
Workshop::______________________Fee:___________
Thank You!!!!!!!!!!!
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