Coaching Services Agreement

Last updated: October 18, 2026

These Coaching Services Agreement terms apply when a client expressly accepts them as part of an enrollment or written engagement with Tony McCabe. Publishing this page or browsing it does not by itself sign a client up for coaching or authorize payment.

Parties and engagement details

The client and service provider are identified in the enrollment confirmation or signed engagement document. Before acceptance, that document must identify the program, scope, sessions or deliverables, duration, start date or scheduling process, format, total fee, payment schedule, and any special conditions.

These terms, the accepted engagement details, and the linked Refund & Cancellation Policy form the service agreement. No blank or unspecified engagement detail is treated as agreed. A change in scope or additional fee requires written agreement.

Scope and responsibilities

Coaching and private advisory provide education, perspective, planning support, and accountability. We will provide the sessions and deliverables agreed in your engagement. Access between sessions, response times, and additional support are included only when expressly described.

The client agrees to provide reasonably accurate information, attend scheduled sessions, and communicate scheduling problems. The client retains authority over business decisions and implementation. We do not act as a business partner, employee, agent, or fiduciary merely by providing coaching.

Professional boundaries and results

Coaching is not legal representation, medical or mental-health care, tax advice, or regulated investment advice. Obtain qualified professional assistance when needed. Read our Coaching Disclaimer.

We do not promise revenue, profit, funding, employment, or a particular personal or business outcome. This does not excuse failure to provide the services actually agreed or limit remedies for misleading representations.

Fees and payment

The accepted engagement states the fee and when payment is due. Installments do not create an automatic renewal unless a separate recurring arrangement was expressly accepted. No undisclosed preparation, administration, or termination charge applies.

If payment is overdue, we may notify you and pause future work until the issue is resolved. You remain responsible for agreed services already delivered, subject to applicable rights and valid disputes.

Scheduling and cancellations

Please provide at least 24 hours’ notice to reschedule. For a late cancellation or missed appointment, we offer one complimentary rescheduling opportunity for that appointment. Further arrangements will be agreed in writing; these terms impose no automatic forfeiture fee.

You may cancel before services start for a full refund. After work begins, you may cancel unused services and receive a proportionate refund for the undelivered portion. The calculation uses prices or allocations agreed before purchase; we will not retroactively inflate the price of completed work or add undisclosed preparation charges.

If no allocation was agreed, we will provide an itemized, reasonable calculation based on the agreed total scope and work actually delivered, with an opportunity to raise questions. Any refund required by law takes precedence. Completed services are not refundable solely because an anticipated outcome did not occur.

If we cancel a session, choose rescheduling or a refund for that session. If we end an engagement, we will refund the unused portion. Approved refunds follow the timing in our Refund & Cancellation Policy.

Confidentiality

We will treat nonpublic information you share during coaching as confidential and use it to provide the engagement. We may share it with service providers who need it to support the service under appropriate confidentiality obligations, when you authorize disclosure, or when disclosure is legally required.

Confidentiality does not cover information already public through no breach of this agreement, independently developed information, or information lawfully obtained from another source. Coaching communications do not have attorney-client or medical privilege.

In group programs, every participant must respect others’ confidentiality. Avoid sharing sensitive information you do not want other participants to receive; we cannot guarantee another participant’s conduct.

Recordings, testimonials, and materials

No session recording or automated transcription will be made by us without advance disclosure and any consent required by law. Participants must obtain permission before recording or sharing a session. We will obtain permission before publishing an identifiable testimonial or client story.

You retain ownership of your preexisting business materials. We retain ownership of our preexisting coaching materials and grant you personal or internal-business use of materials supplied for the engagement. Do not resell or publicly distribute them without permission. Ownership of any specially commissioned deliverable must be agreed in writing.

Privacy and records

Personal information is handled as described in our Privacy Policy. Do not provide unnecessary sensitive information about yourself or others. We may retain records needed to provide the service, handle disputes, and meet legal obligations.

Ending the relationship and resolving concerns

Either party may end future services by written notice. Refunds for unused services remain available as described above. We may suspend participation reasonably needed to address harassment, threats, fraud, or serious disruption.

Please contact us with concerns so we can try to resolve them. Doing so is not a prerequisite to exercising lawful consumer remedies. This agreement does not impose mandatory arbitration, a class-action waiver, or restrictions on honest reviews.

California law applies to the extent permitted by law, without removing mandatory protections or court rights available in your jurisdiction. No term excludes nonwaivable warranties, remedies, or liability. Changes to an accepted engagement require agreement and apply prospectively.

Client acceptance

Before services begin, the client should receive the completed engagement details and this agreement and expressly accept them through a recorded electronic acknowledgment or signed document. The acceptance record should identify the client, provider, engagement, date, and version accepted. A footer link alone does not record that acceptance.

Related policies

Terms & Conditions · Refund & Cancellation Policy. Recurring membership purchases are also subject to the Membership Terms.

Contact

Email contact@tonymccabe.com or use our contact page. Please include your name, the email used for enrollment, and your order or membership reference. Do not send payment-card details.