Nature of the Service

NATURE OF THE SERVICE & REGISTRATION FOR INDIVIDUALS USING CARPENTER SMITH CONSULTING LLC COACHING AND CONSULTING SERVICES

Please carefully read the following Nature of the Service relating to your use of Carpenter Smith Consulting, LLC (“CSC”), coaching and consulting services which are conducted by Carpenter Smith Consulting, LLC or one of their contractors working under CSC’s authority.

By signing up for our services, you signify your acceptance of and obligation to these terms and conditions.

THE PROCESS: COACHING AND CONSULTING

Coaching and consultation is based on the understanding that successful people often benefit from the wisdom, perspective and expertise of a trusted other when moving forward in their organization, life and career. A coach/consultant can serve as a confidential presence as you explore your thinking and decisions, an accountability partner to help you stay accountable to yourself and your vision, an expert with specific knowledge to offer, another set of eyes in identifying problems and seeking solutions, or all of the above. Coaching/consulting is a way of working with people that moves them toward greater competence and satisfaction so they are more able to move in the world in ways that achieve meaningful success.

OUR ROLE

Our role is to provide information, education, direction, guidance, facilitation, coaching and consultation. You will receive recommendations and, on occasion, supporting homework assignments that we determine are most likely to help move you toward your goals. We will provide you advice and recommendations based on our expertise and best judgment and that does not constitute a guarantee or assurance of success. Please know, you are under no obligation to follow any of our recommendations and, in fact, we trust you will use your judgment and wisdom as you determine how to integrate the information from our services into your organization, life and work.

If you have concerns about the process or your progress, please talk with us about them immediately. We are committed to helping you find what you need and if it becomes apparent that our services are not a good fit, we will make every effort to help you make contact with someone whose approach is more in keeping with your needs.

YOUR ROLE

We’ve taken every effort to ensure we accurately represent our services and their potential to help you create success. However, nothing on our website nor in our services is a promise or guarantee of success. Your level of success is dependent upon a number of factors including your hard work, skill, knowledge, ability, dedication, network, and current situation. Because these factors differ according to individuals, we cannot guarantee your success. You are responsible for your actions and results in life and business. Any forward-looking statements outlined on our sites or services are our expectations or forecasts for future potential, and thus are not guarantees or promises for actual performance. These statements are our opinion. We make no guarantees that you will achieve any results from our ideas or models but we do guarantee that we will roll up our sleeves and provide you with our very best. Integrating it and using it in your life is up to you.

We want to remind you by your participation in our services, you agree not to attempt to hold CSC liable for any decisions, actions or results that you make or experience in business or in life due to your participation in our services, under any circumstance. The information contained in or made available by CSC through any of our website or services cannot replace or substitute for the services of trained professionals, including, but not limited to the financial, medical, psychological, or legal fields. CSC does not offer any professional financial, medical, psychological, or legal advice and none of the information contained in our services should be confused as such advice.

While there may be times that you experience upsetting or unsettling emotions when reviewing things from your past or current life, the focus of this process will be on moving you toward more meaningful and satisfying choices. Our work together is coaching and is not a substitute for psychotherapy. If we determine that psychotherapy would be beneficial to you, we can assist you in finding a therapist.

If there is a time when your emotional state is leading to feelings of harming yourself or someone else, we will be required to notify the appropriate authorities. We will make every effort to discuss our concerns with you and to assist you in getting the support you need before going to this step.

RESOURCES AND SUPPORT

On our website at www.carpentersmith.com, you will find additional resources including our highly respected Monday Morning Business Coach—providing expertise and coaching on a wide variety of topics to support your efforts and success. Go to our website to sign up for the Monday Morning Business Coach posts. In addition, you will find videos, book reviews, practical tips and a reading list that takes you to Amazon.com for further information or ordering.

CONFIDENTIALITY

All information that you provide will be held in confidence and will not be disclosed to anyone except as required by law or by your prior written consent. However, as this is not a psychotherapeutic relationship, it does not possess the “privilege” of confidentiality under the law.

USE OF MATERIALS

The tools, processes, strategies, materials and information presented in our services are confidential, copyrighted, and proprietary to CSC and by using them, you agree not to duplicate, distribute, teach or train from the service or materials in any manner whatsoever without the express written permission of CSC. Any unauthorized use or distribution of these proprietary concepts, materials, and intellectual property by you or your representatives is prohibited and CSC will pursue legal action and full damages if these terms are violated in order to protect its rights.

TOPICS AND LANGUAGE

During our services, we will discuss the range of topics relating to personal and professional growth. We will also occasionally use adult or profane language to emphasize a point, connect with or surprise a client (though we will never be lewd, and we will always use tact and discretion in doing so).

PRIVACY POLICY AND TERMS OF USE

We collect your information in order to record and support your participation in the activities you select. If you register for a service, for example, the information is used to reserve your place, to track your preferences, and to keep you informed about the service and related events.

As a visitor to our website, you can engage in many activities without providing any personal information.

In connection with other activities, such as registering for a product, service, seminar or participating in a contest, we may ask you to provide certain information about yourself by filling out and submitting an online form.

It is completely optional for you to engage in these activities. If you elect to engage in these activities, however, we may ask that you provide us personal information, such as your first and last name, mailing address (including ZIP code), e-mail address, telephone, credit card, and other personal information. If you do not provide the mandatory data with respect to a particular activity, you will not be able to engage in that activity.

In all cases, we will collect personal identification information from you only if you voluntarily submit such information to us. We will also tell you how we use your information or if we share it with another party. Except as otherwise provided in this policy, we will never intentionally disclose any personal identification information about you as an individual user to any third party without having received your explicit permission.

If you supply us with your contact information you may receive periodic e-mails, mailings or calls from us with information on new products and services, important issues, or upcoming events. If you wish to be removed from any postal, email, phone, or other lists, please let us know by emailing us at contact@carpentersmith.com or clicking the unsubscribe link when relevant. You can also write us or call us at the contact information above. Please provide us with your exact name, email address, mailing address, and phone. We will be sure your name is removed from the appropriate lists immediately.

When you use our website, please review our Terms of Use.

FEES FOR SERVICES AND CANCELLATION POLICY

• Our fees will be outlined in our first meeting. Generally, we bill either hourly or on a monthly basis. Time that we work together as well as time we’ve agreed that we will work on your initiatives outside of structured meetings will be included in our fees.
• If you need to cancel or reschedule our meeting please call 503-274-9447 or write to your coach or consultant at any time of the day or night and leave a message.
• Cancellations with less than two full business days notice for 1:1 coaching sessions and five full business days for group work and events will be charged at the full fee except in the event of an emergency.