Interpersonal Branding for Therapists - Mentorship Program
Client Service Agreement
Thank you for joining the Interpersonal Branding for Therapists - Mentorship 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.”
THE BASICS
You are securing a place in the Interpersonal Branding for Therapists - Mentorship program (the Program).
The Price is $5,120 (US Dollars), payable upfront. This is not a membership.
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.
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:
Access to Interpersonal Branding for Therapists, an online self-paced self-study course (the “Course”).
You receive access to the Interpersonal Branding for Therapists online portal for 12 months after access is granted (the “Program Term”), which includes written materials and video and audio lessons.
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.
The course material must be accessed in the order prescribed, and future lessons are unlocked only after previous lessons are completed.
To access locked lessons, you must complete the Check-In in the previous lesson.
Material will not be unlocked out of order for any reason.
You can proceed through the lessons at any pace you desire, but access will be revoked after 12 months even if you have not unlocked all of the content. You are responsible for pacing yourself throughout the Program.
You will receive a Blueprint after your Intake Session that suggests customized areas of emphasis for study. This document is intended to help personalize your Program experience only and does not replace the prescribed ordered lessons laid out in the Course.
Group Calls.
During the Program Term, you will also have access to a weekly 2-hour group call open to all students enrolled in the Course where Carrie will present material on Interpersonal Branding and related topics and answer questions.
Calls will be held on Zoom unless other arrangements become necessary, and the Zoom link will be available in the Portal.
Forty (40) weekly calls are guaranteed to be made available during your Program Term. In the event that fewer than 40 weekly calls are available during your Program Term, partial refunds will be offered in accordance with our Refund Policy.
A typical call will begin with a 20-30 minute lecture by Carrie or a guest expert, and the balance of the time will be devoted to answering questions, however the format will vary and there may be more or less time for questions.
Questions can be submitted via email in advance, but there is no guarantee your specific question will be addressed on a call.
Calls will be recorded and made available to current and future students. Personal recording is not permitted.
Please visit the schedule provided in the Portal to calendar these dates and times.
At Carrie’s discretion, weekly calls may be moved to new days and/or times, and multiple group calls may be scheduled if calls become crowded. However, attendance will be limited to one group call per week per student.
Students can be admitted late as long as the call is still ongoing. Sometimes the call may end early due to nonattendance or group consensus. There is no guarantee that calls will run the full two hours.
Exclusive Student Community.
During the Program Term, you will have access to the Student Community exclusive to students enrolled in either this Program or another Interpersonal Branding for Therapists program and accessed through the Portal.
You can submit questions, files, videos, marketing pieces and other materials for the group to critique.
The Company will monitor the Group with occasional live streams, question and answer sessions, and other information as group needs dictate.
The Company reserves the right to remove any member from the Student Community at any time for any reason without advance warning.
Membership in the Student Community is predicated upon the Company’s determination that you are willing to follow the posted group guidelines and positively contribute to the group’s goals.
If the Company feels that a member does not meet this standard, the member will be considered to have forfeited this component of the Program and may be removed with no refund owed.
Up to sixteen (16) 1-on-1 (1:1) sessions with Carrie.
You are invited to self-schedule up to four (4) 1:1 milestone sessions during the Program Term, to be conducted virtually (via Zoom) and scheduled using the online Portal.
The prescribed sessions are as follows:
The Intake Session
The Commitment Work Session
The Infrastructure Strategy Session
The Synthesis Session
With the exception of the Intake Session, these are tied to specific milestones in the course and are intended to be scheduled after their corresponding course modules are completed.
You will be able to schedule your Intake Session when you enroll and submit payment for the Course.
The purpose of the prescribed 1:1 sessions is as follows:
The Intake Session
Carrie will assess the current status of your public professional identity development, including gathering information about you, your business, and your relationship with marketing.
The Commitment Work Session
Carrie will review your work on your Commitment and offer feedback. Depending on your progress, you may or may not have a “finished” Commitment after this session.
The Infrastructure Strategy Session
Carrie will review your current marketing activities and collaborate with you on a personalized marketing plan. Depending on your unique situation, you may or may not have a “complete” marketing strategy after this session.
The Synthesis Session
Carrie will review with you your experience in the Program and collaborate with you on plans for your ongoing public professional identity development.
You are also invited to self-schedule up to twelve (12) additional 1:1 sessions with Carrie during your Program Term.
These sessions are intended to offer additional, personalized support in progressing through the Course and implementing the Interpersonal Branding framework in your work.
These sessions are not psychotherapeutic treatment or psychotherapy.
These sessions differ from what is commonly understood as “coaching” in that your path through the Course is entirely self-directed and self-paced. The content of these sessions will largely be dictated by your unique needs. There is no expectation that the Company will be “holding you accountable” for meeting your own self-determined timelines or goals.
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.
All 1:1 sessions must be used during the Program Term or they are forfeited, and all calls are subject to our Business Policies regarding coaching session scheduling and cancellation.
Unless otherwise requested, these sessions will be recorded by the Company and provided to you through the online Portal.
Client recording is not permitted.
Recordings are for personal use only and may not be distributed or otherwise shared, such as with colleagues or on social media.
Reasonable email support.
Carrie recognizes you will have questions as you proceed through the Program. The Group Calls are intended to offer an opportunity to get your questions answered, but if there is something you are uncomfortable sharing in public or are otherwise unable to get your question answered on a Group Call, emailing your question is acceptable.
“Reasonable” email support is estimated around 4 emails per month.
The Company reserves the right to revoke email support for any reason at any time.
SCHEDULING POLICIES
You will be able to self-schedule 1:1 sessions through the online portal.
Scheduling is limited to Carrie’s availability, which will be reflected in the available days/times to book.
There is no guarantee that this availability will match yours.
If you do not attend at the scheduled day and time, your session is forfeited.
If a session is forfeited, you have the opportunity to book a make-up session at a 20% discount off the current single-session rate.
If you must cancel or reschedule, you must do so at least 24 hours in advance or your session will be forfeited.
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
Services.
Done-for-you services of any kind are not included.
Endorsements.
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.
Ownership of Written Materials.
As a participant, you will have one non-exclusive, personal license to view written materials provided by the Company.
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.
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).
Trademark Usage.
You are not receiving permission to use trade and service marks owned by the Company.
Results Not Guaranteed.
You are receiving a space in the Program, support and guidance, but not guaranteed results from participating in the Program.
Confidentiality.
Group Calls and Student Community
The Company cannot guarantee confidentiality in a group setting. Do not share any confidential and proprietary information which may harm your business or personal interests if repeated, copied, or otherwise transmitted and/or implemented by a third party.
1:1 Sessions
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
Refund Policy
This Program comes with a limited refund guarantee as follows:
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.
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.
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.
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.
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.
Group Call Refund Policy
In the event that fewer than 40 weekly group calls are made available during your Program Term, you may request and be granted a refund equivalent to $15 per unavailable call upon conclusion of your Program Term.
For example, if only 39 weekly calls were made available during your Program Term, the Company would honor a refund request of $15. If only 38 weekly calls were made available during your Program Term, the Company would honor a refund request of $30, and so on.
“Made available” is understood to mean not scheduled and/or hosted; it does not mean you were unable to attend or that there were technical difficulties.
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.
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.
If you initiate a chargeback, the Company may issue an additional $250 fee to you.
Availability
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.
You are a Business Owner.
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.
Disclaimer of Warranties.
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.
If we get sued due to something you did:
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.
Damages are limited under this Agreement.
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.
No Professional Advice.
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.
No Guarantee of Results; Risk of Loss.
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.
The Company can end your participation in the program.
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.
California state law governs this Agreement and it will be enforced by either party in California.
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.
No Assignment; No oral waivers or modifications.
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.
Electronic Signatures and Other Documents.
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.
No relationship.
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: ______