Jen West CoachCoach Portal

New Client Agreement

Fill in your client's details below, then generate a personalized signing link to send to them.

Client Details

Client First Name

Client Last Name

Client Email

Client Phone (optional)

Program Structure

Program Duration

Sessions Per Month

Session Length

Program Start Date

Investment & Payment

Total Investment

Payment Schedule

Email Delivery — EmailJS Setup

EmailJS Public Key

EmailJS Service ID

Template ID — Client Copy

Template ID — Your Copy

Template ID — Invite Email

Your Email (Jen's copy)

How to set up EmailJS (free, ~10 min):
1. Create a free account at emailjs.com
2. Connect your email as a service → copy the Service ID
3. Create two email templates (one for client, one for you) → copy their Template IDs
4. Go to Account → copy your Public Key
5. Paste all values above, then click Save below

Template variables:
{{client_name}} {{client_email}} {{signed_date}} {{program_duration}} {{investment}} {{payment_schedule}} {{testimonial_permission}} {{preferred_comm}}

Save EmailJS Settings

Click to save your EmailJS credentials so you don't have to re-enter them each time. Do this once after setup.

Coaching Partnership
Agreement

Before we begin our work together, please review and sign your agreement. This takes about 5 minutes.

Read Your Info Sign

1Coaching Relationship

Coaching is a collaborative process designed to support personal and professional growth, mindset transformation, vision clarity, accountability, and intentional action.

Coach agrees to provide coaching services and support as outlined in this Agreement. Client understands that coaching is a partnership and that results are dependent upon the Client's participation, honesty, commitment, and follow-through.

2Coaching Structure

Program details are shown in the "Your Program Details" section above. Sessions will be held via Zoom at mutually agreed upon times.

Communication platforms: Text, Email, Asana, Zoom, and other mutually agreed upon methods.

3Between-Session Support

Client will have reasonable access to Coach between scheduled sessions for brief support via text messaging, email, Asana communication, and occasional short calls when needed.

Between-session support is intended for quick guidance, accountability, clarification, or encouragement — not as a replacement for scheduled sessions. Coach will make reasonable efforts to respond within 24 business hours.

4Scheduling & Rescheduling

Sessions scheduled at mutually agreed upon times
24 hours notice required for cancellations or rescheduling
Missed sessions without communication may be forfeited
Unused sessions do not roll over unless otherwise agreed upon

Coach understands that emergencies occur and will discuss exceptions when appropriate.

5Payments & Refunds

Client agrees to complete payment according to the agreed upon payment schedule. Due to the time, preparation, energy, and space reserved for each coaching experience, payments are non-refundable.

If payment becomes significantly overdue, Coach reserves the right to pause future sessions until payment arrangements have been resolved.

6Confidentiality

Coach and Client agree to maintain confidentiality regarding personal information shared throughout the coaching relationship unless disclosure is required by law. Coaching conversations are intended to provide a safe and supportive environment for growth, exploration, and transformation.

7Coaching Disclaimer

Coaching is not therapy, counseling, legal advice, financial advising, medical treatment, or mental health care. Coach does not diagnose or treat mental health conditions and encourages Client to seek licensed professional support when appropriate. Client remains fully responsible for their own decisions, actions, wellbeing, and results.

8Client Responsibility & Participation

Client acknowledges that meaningful transformation requires honesty, participation, openness, and intentional action. Client agrees to:

Attend sessions on time
Participate fully in the coaching process
Communicate openly and honestly
Take ownership of decisions and commitments
Complete agreed upon action steps to the best of their ability

Coach will provide guidance, support, accountability, and encouragement, but results cannot be guaranteed.

9Recording & Testimonials

Session recording: Sessions may occasionally be recorded for coaching support, training, or personal review purposes only with mutual awareness and agreement.

Testimonial permission — you'll choose this in the next step. If you give permission, Coach may share written testimonials or transformation experiences for marketing purposes. Personal identifying information will not be shared without additional permission.

10Digital Signature Agreement

Client understands that electronic signatures and digitally submitted forms are legally binding and carry the same force and effect as handwritten signatures.

By signing below, Client acknowledges that they have read, understood, and agreed to the terms outlined in this Agreement.