I’m excited to work with you. Coaching works best when expectations are clear, communication is clean, and both sides show up prepared. Here’s what you can expect from our work together and what I’ll expect from you.

Communication Expectations

1. Communication happens via Email, WhatsApp, or Voxer during regular business hours, Monday through Friday, 9:00 AM to 5:00 PM Eastern.
2. Text messages only. Voice messages will not be reviewed or responded to. I can read much faster than I can listen, which means quicker and clearer responses for you.
3. Messages are returned during business hours.
4. Responses may be delivered by text, email, or short video, depending on what’s most efficient.

WhatsApp and Voxer are intended for:

1. Quick questions
2. Short updates
3. Letting me know an asset has been added to your folder for review

Strategy, coaching, and deep work happen on scheduled calls, not in message threads.

Scheduling and Coaching Calls

1. All coaching calls are scheduled in advance using my calendar.
2. Calls are held on Zoom.
3. Coaching calls are time-limited, so please arrive on time and ready to go.
4. If you need to reschedule, use the link in your calendar confirmation. Rescheduled calls are subject to availability.

Preparation Is Required

Coaching is a collaboration. Progress only happens when commitments are met on both sides.

1. Your coaching call form must be completed at least 24 hours before your scheduled call.
2. Any assets, documents, or materials you want reviewed must be uploaded to your Google Drive folder prior to the call.
3. Please come prepared, focused, and ready to dive in.
4. If preparation requirements are not met, the session may need to be rescheduled.

Collaboration and Commitment

This work is a partnership. I’ll bring strategy, guidance, and perspective. You bring follow-through, honesty, and realistic time commitments.

1. Please give honest estimates when asked about your availability and capacity.
2. Staying engaged and responsive keeps momentum strong.
3. Your coaching agreement runs for a defined period of time. Consistent participation ensures you get full value from that container.

Accountability and Weekly Check-Ins

1. Weekly check-in forms are emailed Friday mornings.
2. Please submit your completed form by Monday end of day, sooner if possible.
3. Best practice is to complete the check-in as soon as it arrives while the week is fresh.
4. If helpful, you may keep a running list of weekly wins and updates during the week and transfer them to the form when it arrives.
5. A reference copy of the questions will live in your Drive folder, but please use the form sent to your email for submission.

These check-ins are part of the coaching process. Accountability is just one of the keys to progress.

Recordings and AI Support

1. Coaching calls may involve video, audio, and AI-assisted tools for note-taking, task identification, summaries, and follow-up support.
2. By participating in coaching, both parties give permission for video, audio, and AI recordings to be used during sessions for coaching, documentation, and internal reference purposes.
3. Clients are responsible for maintaining their own copies of recordings.
4. These tools are used to enhance clarity and execution, not replace coaching judgment.

This permission applies to all coaching sessions unless otherwise stated in writing.

Documents, Assets, and File Sharing

1. All documents, worksheets, recordings, and shared assets must live in your designated Google Drive folder.
2. Email, text, and messaging apps are not used for document delivery.
3. If something is shared outside the Drive folder, you may be asked to re-upload it there.

Your Drive folder is our shared workspace for everything related to your coaching.

Simple File Naming Convention

Please use the following format:

Topic – Description – v1

Examples:

1. Client Journey – Notes – v1
2. Offer Draft – v1
3. Coaching Worksheet – v2

Guidelines:

1. Start with v1 and increase the number as revisions are made.
2. Keep file names short and descriptive.
3. No dates needed.

Google Drive does have version history, but this keeps things obvious at a glance and avoids confusion.

Important Reminder

Coaching is not therapy, legal advice, financial advice, or crisis support. You remain responsible for your decisions, actions, and results. Formal legal language is outlined in your signed agreement.