Coaching Fees and Payment Terms Reference

COACHING PRACTICE TOOLS

Optional client-owned prompts; use, adapt, reorder, or skip based on context.

Using This Optional Tool

This tool offers optional prompts to record service-specific fee, payment, cancellation, refund, dispute, privacy, security, and professional questions grounded in the controlling agreement without creating or interpreting legal, tax, accounting, or financial terms. Its fields are prompts, not findings, requirements, professional advice, or a complete model of the situation.

Use the client's own words. Separate direct observations and sources from interpretations, assumptions, predictions, and unknowns. Any field can be renamed, reordered, repeated, left blank, revisited, or discarded.

How to Use Coaching Fees and Payment Terms Reference

  1. Choose one relevant situation or question, or skip the tool.
  2. Use only the prompts that fit the client's goal, language, access needs, consent, privacy, and context.
  3. Record evidence, interpretations, and unknowns separately; no response proves a cause, trait, score, priority, or outcome.
  4. Keep any question, experiment, support, referral, action, or no action optional and client-owned.

Choice and Support Boundary

Optional coaching reflection, not therapy, diagnosis, medical care, a validated assessment, or business, financial, tax, accounting, investment, legal, employment, or relationship advice. Skip, adapt, or stop. Do not infer a cause, condition, trait, motive, truth, score, risk, priority, or required response from an answer, blank, label, difficulty, repetition, or estimate. Preserve privacy, consent, access, culture, power, context, and uncertainty; use qualified or emergency support for unsafe, severe, or out-of-scope concerns.

1

Coaching Fees and Payment Terms Reference

Use any field in any order. Rename, repeat, skip, or stop.

Service and governing agreement

Name the service and controlling contract or current policy.

Fee and currency

Amount, range, tax status, source, and date current.

Payment timing and method

Options, provider, fees, access, and uncertainty.

Cancellation, no-show, and refund terms

Quote or link the governing text; do not invent terms.

2

Coaching Fees and Payment Terms Reference continued

Use any field in any order. Rename, repeat, skip, or stop.

Privacy and security

What payment data should not be recorded or sent here?

Dispute or correction route

Contact, documentation, timing, and escalation stated in the agreement.

Professional question

Legal, tax, accounting, financial, consumer, or regulatory advice.

Client acknowledgment or no use

Use the approved process; this worksheet alone is not consent.

Optional review

What is directly observed, what remains interpreted or unknown, and which optional question, support, referral, experiment, or no next step feels useful?

3

Tandem Coaching Partners

Work with a Tandem coach to explore the context, choices, and support that matter to you.

Consultation

tandemcoach.co/
contact-us

Email

info@tandemcoach.co

Phone

855 51 COACH

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Discover your capabilities.
Act on them.

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