Interpersonal Branding for Therapists Coaching Program

Client Service Agreement

Thank you for joining the Interpersonal Branding for Therapists Coaching Program!

This agreement is a binding legal contract, and we suggest downloading a copy for your records.

Please read it carefully before signing, because you (“Client” or “you”) are making an important commitment to Caroline Wiita (aka Carrie Wiita aka Interpersonal Branding), referred to in this document as “the Company” or “Carrie.”

THE BASICS

  1. You are securing a place in the Interpersonal Branding for Therapists Coaching Program (the Program).

  2. The Price is $3,200 (US Dollars), payable upfront. This is not a membership.

  3. We make it easy to understand what it is like to do business with the Company. Our Business Policies are part of this Agreement, although they are not spelled out here; please familiarize yourself prior to your purchase.

  4. This Agreement supersedes our prior discussions, emails, online or voice messages. By signing, you agree that there is no information that you deem materially important that is not incorporated into this Agreement. 

THIS IS WHAT YOUR PROGRAM INCLUDES:

  1. Access to Interpersonal Branding for Therapists, an online self-paced self-study course (the “Course”). 

    1. You receive access to the Interpersonal Branding for Therapists online portal for 3 months after access is granted (the “Program Term”), which includes written materials and video and audio lessons.

    2. Access will be granted after completion of the Intake Session, review of Carrie’s report, and email confirmation that you wish to decline the refund offer (described in the Refund Policy section of this document) and proceed with the course.

    3. Course resources (including but not limited to videos, scripts, exercises, activities, worksheets, and workbooks) are intended for your personal use only and are not to be shared or distributed in any way.

  2. Up to thirteen 1-on-1 (1:1) sessions with Carrie. 

    1. You are invited to self-schedule up to thirteen (13) 1:1 coaching sessions during the Program Term, to be conducted virtually (via Zoom) and scheduled using the online Portal. 

      1. The purpose of the 1:1 sessions is as follows:

        1. The Intake Session

          1. Carrie will assess the current status of your public professional identity development, including gathering information about you, your business, and your relationship with marketing.

        2. Week 1-9 Sessions

          1. Review learning from assigned lectures and activities.

          2. Collaboratively cultivate information to develop Your Interpersonal Brand Book.

        3. Week 10 Session

          1. Review learning from assigned lectures and activities.

          2. Carrie will deliver the first draft of Your Interpersonal Brand Book. If there is time, we’ll go through it together.

        4. Week 11 Session

          1. Carrie will present the next draft of Your Interpersonal Brand Book and we will engage in a work session.

        5. Week 12 Session:

          1. Carrie will present the final version of Your Interpersonal Brand Book and we’ll discuss next steps.

      2. Your attendance is critical for success in this program and there are limited times available. Therefore, please make your best efforts to make our available days work.

      3. All 1:1 sessions must be used during the Program Term or they are forfeited, and all meetings are subject to our Business Policies regarding coaching session scheduling and cancellation.

      4. Unless otherwise requested, these sessions will be recorded by the Company and provided to you through the online Portal. 

        1. Client recording is not permitted.

        2. Recordings are for personal use only and may not be distributed or otherwise shared, such as with colleagues or on social media.

  3. Your Interpersonal Brand Book

    1. This deliverable is a multi-page PDF, customized to you, that includes a personalized marketing strategy and your Interpersonal Brand identity and guidelines.

      1. Content will vary from client to client.

      2. This “done-with-you” document requires your participation in coaching sessions and providing thoughtful, substantive answers to Carrie’s questions along the way. The quality of the finished product will be a direct reflection of your effort in this collaborative process.

      3. “Personalized marketing strategy” is understood to mean a list of proposed next-steps for the near future and limited descriptions of proposed marketing activities.

        1. It is also understood that the Company has no expected or promised future involvement in your execution of this strategy.

      4. “Interpersonal Brand identity and guidelines” are understood to be a written document produced in accordance with the Company’s discretion.

    2. Three versions are included (V1, V2, and V3). V2 and V3 incorporate your revisions.

      1. Should you desire further revisions, they can be purchased for additional cost.

  4. Reasonable email and Voxer support.

    1. Carrie recognizes you will have questions as you proceed through the Program in between coaching sessions. You are invited to reach out with urgent questions via email and Voxer.

      1. “Reasonable” support is estimated around 2 email and/or 2 Voxer messages per week.

    2. The Company reserves the right to revoke email support for any reason at any time.



SCHEDULING POLICIES


  1. You will be able to self-schedule 1:1 sessions through the online portal.

    1. Scheduling is limited to Carrie’s availability, which will be reflected in the available days/times to book.

    2. There is no guarantee that this availability will match yours.

  2. If you do not attend at the scheduled day and time, your session is forfeited.

  3. If you must cancel or reschedule, you must do so at least 24 hours in advance or your session will be forfeited.

    1. You are responsible for canceling and rescheduling your sessions through the online portal. Emails about cancelling or rescheduling will not be honored.

THESE ARE *NOT* INCLUDED

  1. Services. 

    1. Done-for-you services of any kind are not included.

    2. Your Interpersonal Brand Book is considered a “done-with-you” document. While Carrie will compile the information and create/write the copy, it requires your engagement in the coaching process, including but not limited to attendance at every session, time management during coaching sessions to ensure adequate communication of information critical to developing Your Interpersonal Brand Book, and a willingness to engage with Carrie collaboratively.

  2. Endorsements. 

    1. You are not receiving an endorsement from the Company, Interpersonal Branding, or Carrie Wiita, and neither is any other participant. Do not create the appearance of an endorsement or rely on any person who claims to be endorsed by the Company. 

  3. Ownership of Written Materials. 

    1. As a participant, you will have one non-exclusive, personal license to view written materials provided by the Company. 

      1. You do not have ownership of this information, which is protected by federal copyright laws. Some of the information is also protected by a contractual license between the provider and the Company.

      2. You may not copy, re-engineer, reteach, distribute, or otherwise provide access to this information to any other person, for free or paid, without express written consent of the Company, which it may withhold for any reason, and purchase of a license (prices start at $2,500.00).

    2. You will own the rights to the copy in the Your Interpersonal Brand Book delivered to you. 

      1. You have the right to use the copy therein to market your own Interpersonal Brand.

  4. Trademark Usage. 

    1. You are not receiving permission to use trade and service marks owned by the Company. 

  5. Results Not Guaranteed. 

    1. You are receiving a space in the Program, support and guidance, but not guaranteed results from participating in the Program. 

  6. Confidentiality. 

    1. 1:1 Sessions

      1. Identifying information shared in coaching sessions is confidential and not shared outside the session by the Company unless mutually agreed upon and documented in writing by the Company. However, if the Company is required by law to make disclosure regarding the information shared in a 1:1 session, or where the Company has a good faith belief that disclosure of such information is necessary to comply with the law; or to protect the Company’s rights or property; to avoid harm to the Company, Client, or a third party; or to respond to an emergency, the Company may disclose confidential information but will limit disclosure to essential information.



Additional Legal Terms


  1. Refund Policy

    1. This Program comes with a limited refund guarantee as follows:

      1. Upon enrollment, you will be invited to self-schedule your Intake Session, selecting from the presented available times. You will not have access to any course materials until your Intake Session is completed.

      2. Upon completion of your Intake Session, you will receive an email with a report from Carrie Wiita as well as an invitation to proceed with the Program or request to cancel and receive a refund.

      3. If you reply to that email and request cancellation, you will be refunded $3000 ($200 having been applied to the Intake Session). You will never have access to the course materials.

        1. If you do not reply to that email within five (5) days, it will be assumed you want to proceed and do not want to cancel or receive a refund.

      4. If you do not request cancellation, choose to proceed with the course, and are granted access to the Program materials, THERE ARE NO OTHER OPPORTUNITIES FOR REFUNDS, even if you have not accessed the Program materials.

    2. Refunds will be initiated on the first business day following your request. Please allow up to 10 days for the credit to appear on your account, depending on your bank. This is outside of my control and we ask that you do not initiate a chargeback. If you do, we will charge your card for returned payment fees. 

    3. By signing this Agreement, you acknowledge that no one has represented to you that refunds are available beyond what has been described above. You are responsible for ensuring your ability to participate throughout the duration of the Program Term. The Company considers this policy a material inducement to entering into this Agreement, and would not have done so unless this No Refunds policy were included. 

    4. If you initiate a chargeback, the Company may issue an additional $250 fee to you.

  2. Availability

    1. Occasionally the contents of the online portal and access to the Program or Carrie may have to change based on Company needs, available technology, and factors outside the Company’s control. The Company will replace or substitute the items included in this Agreement, if it determines it is necessary to do so at its sole discretion, with something similar of equal or greater value.

  3. You are a Business Owner. 

    1. You enter this Agreement in your capacity as a business owner, not as an individual consumer. This is true even if you do not have a business entity such as a limited liability company. As a business owner, you may have limited rights under the laws of your state, and may be giving up consumer rights. 

  4. Disclaimer of Warranties. 

    1. Participant understands the Program is offered on an “as-is, where-is” basis, without any implied or express warranty as to its performance or to the results that may be obtained by using the program. This limited warranty is the only express warranty made to you and is provided in lieu of any other express warranties (if any) created by any documentation.

  5. If we get sued due to something you did:

    1. You agree to indemnify, defend and hold us harmless, our affiliates, successors and assigns from and against any and all claims, damages, losses, liabilities, lawsuits, costs and expenses (including attorneys’ fees at all tribunal levels) arising out of or related to any activity, work, or other thing done or permitted to be done by you where such liability arises from negligence on your part or the violation of this Agreement.  This includes any liability arising from breach of confidentiality by any party. 

  6. Damages are limited under this Agreement.

    1. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, COMPANY WILL NOT BE LIABLE TO YOU FOR ANY INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES (INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOSS OF BUSINESS, LOSS OF OPPORTUNITY COST, LOSS OF PROFITS AND THE LIKE), WHETHER BASED ON BREACH OF CONTRACT, BREACH OF WARRANTY, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, EVEN IF COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND EVEN IF A REMEDY SET FORTH HEREIN IS FOUND TO HAVE FAILED OF ITS ESSENTIAL PURPOSE. DAMAGES, INCLUDING ATTORNEY’S FEES AND COSTS, ARE LIMITED TO THE AMOUNT PAID UNDER THIS AGREEMENT, EXCEPT FOR INTELLECTUAL PROPERTY LAW ISSUES OR CLAIMS.  

  7. No Professional Advice.

    1. The Company does not engage in the rendering of medical, legal, accounting, financial, or other professional services. You acknowledge that you will make your own decisions before acting on any information gained from this program. It is further understood that before you utilize any techniques suggested by this program, you should consult licensed professionals as applicable.

  8. No Guarantee of Results; Risk of Loss. 

    1. Results from the Program are greatly dependent upon individual decisions, abilities, and other factors outside Company’s control, and the Company makes no guarantees or warranties that information provided to you through the Program will provide results.

  9. The Company can end your participation in the program. 

    1. Company may determine, in its sole discretion and without requiring disclosure of the reason, that the relationship under this Agreement must terminate. In this circumstance, Company will provide a pro-rated refund to you. 

  10. California state law governs this Agreement and it will be enforced by either party in California. 

    1. This Agreement will be governed by California state law, without regard to its conflicts of law principles. You understand and agree to submit to the personal jurisdiction and venue of this state and agree that any legal proceeding commenced shall take place in Los Angeles, California.

  11. No Assignment; No oral waivers or modifications.

    1. This Agreement may not be assigned to any other party except for collection purposes. Its requirements may not be waived or modified except in writing signed by the Company. 

  12. Electronic Signatures and Other Documents. 

    1. You agree that your electronic signature is valid and binding evidence of your assent to the terms of this Agreement. You agree to sign additional documents which may be necessary to complete the material purpose of this Agreement, including without limitation, payment authorizations.

  13.  No relationship.

    1. The parties hereto expressly understand and agree that they are not employers or employees, principals and agents, or partners or co-venturers in the performance of each and every part of this Agreement, and they remain solely responsible for all of their respective employees and agents.



I have read the foregoing Agreement, understand its terms, and agree: 


Participant: _______________________________________________________________



Date: _________________________________