Strategy Session - Client Agreement
Welcome! I am looking forward to working with you. Please read this information carefully. The purpose of this Agreement is to set forth the details about working together so that we both are clear as to what each of our respective roles are and how our communication will take place so that our time will be positive, productive, and comfortable.
Email address *
This Agreement is being made between Mallory Grimste of Mallory Grimste, LLC of 30 Hazel Terrace, Suite 12, Woodbridge, CT 065215 (“Consultant” or “me”) and the person signing this agreement (“Client” or “you”):
Client Name *
Your answer
Client Full Address *
Your answer
Strategy Session Program Description
Your Strategy Session (“Program”) includes:
• One 1 hour (60min) Strategy Session with me over Zoom video
• Video recording of this Zoom call
Expectations
During the Program, you can expect that I will:
• Come prepared.
• Devote my full attention to you during our time together.
• Serve as your accountability partner and supporter.
• Stretch you outside of your comfort zone.
• Offer support, encouragement, feedback and guidance.

I expect that you will:
• Show up on time without distractions.
• Give 100% of your effort and fully commit to the Program.
• Come fully prepared for our time together.
• Promptly provide payment for the Program.
• Be open to new ideas and willing to stretch and grow.
• Ask any questions you may have as they arise.
Scheduling and Timing
Scheduling Appointments: I try to be attentive to my clients. Should you need to reach me between appointments, please contact me via e-mail at mallory@mallorygrimste.com. I am often not immediately available; however, myself or my staff will attempt to return your request within 24 hours on weekdays when the office is open. On weekends or holidays, or when the office is closed, we will do our best to reply to you by the next business day.
Any e-mails, calls or texts to me related to your Program are for quick questions and you will receive brief responses. If you want to discuss something at length with me, I may request that we wait and discuss your question at our next appointment. Please come prepared to start and end your appointments on time.

Rescheduling: If you need to reschedule an appointment, you need to do so at least 24 hours in advance of your scheduled time by sending an e-mail to me at mallory@mallorygrimste.com.

Cancellation: Our time together is important and valuable. If you need to cancel your appointment, you need to do so at least 24 hours in advance of your scheduled time by sending an e-mail to me at mallory@mallorygrimste.com. If you do not contact me at least 24 hours in advance, this will be considered a missed appointment.

Missed Appointment: There can be a rare occasion where you miss your appointment altogether or you forget to let me know at least 24 hours in advance that you need to cancel or reschedule. I understand that sometimes “life happens” and can make exceptions for extenuating circumstances, but please understand that when an appointment time is reserved for you, I am unable to offer that time to someone else without prior notice. If you miss more than 1 appointment, your Program will automatically terminate and you will not have the opportunity to reschedule or to receive a refund.
Investment and Payment
Investment: You agree that you are financially willing and able to invest in this Program by choice, and that by so doing, you are not incurring any economic hardship in any way. Your investment is $200 and must be made upon enrollment in the Program.

Payment Authorization and Receipt: If paying by PayPal, debit card, or credit card, you give us permission to automatically charge your credit card or debit card as payment for your Program without any additional authorization, and you will receive an electronic receipt.

Missed Payment: If payment is not received by the date due or there is a problem with the payment transaction or method, you will be notified by e-mail and then have a 3 day grace period to make the payment following the due date, otherwise your Program will be put on hold. If no payment is made within the 3 day grace period, the Program will automatically terminate and you will no longer be granted access.

Refund Policy: It is my intention for you to be happy with your Program. However, because I have invested considerable time and effort in your Program, if you decide to withdraw at any time for any reason, you are still fully responsible for making all Program payments, and no refunds will be provided.
Confidentiality
Confidentiality is important to me. I will keep all information exchanged between us during the Program confidential. I will not disclose any information that you share with me during the Program to anyone else unless: (1) they have a legitimate reason to know such information as a member of my team or staff, (2) when required by law, or (3) you have given me prior written permission.
Intellectual Property Rights
I retain all ownership and intellectual property rights to the Program content and materials provided to you through the Program, including all copyrights and any trademarks belonging to me. The Program content and materials are being provided to you for your individual use only and with a single-user license which means that you are not allowed or authorized to share, copy, sell, post, distribute, reproduce, duplicate, trade, resell, exploit, or otherwise disseminate any portion of the Program or Program materials, electronically or otherwise, for business or commercial use, or in any other way that earns you money, without my prior written permission.
Personal Responsibility, Disclaimer and Release of Claims
Personal Responsibility & Assumption of Risk: You acknowledge that you take full responsibility for yourself and all decisions made before, during and after your Program. You accept full responsibility for your choices, actions and results before, during and after this Program, and you knowingly assume all of the risks of the Program related to your use, misuse, or non-use of the Program or any of the Program materials. You understand and agree that you are solely responsible for your results.

Disclaimer: I have used care in preparing the information provided to you, but this Program and my Program materials are being provided as self-help tools for your own use and for informational and educational purposes only. There are many factors that influence results, so no guarantees can be made as to the results you will experience through this Program. You agree that I am not responsible for your physical, mental, emotional and spiritual health, for your financial earnings or losses, or for any other result or outcome that you may experience through this Program. Nothing related to this Program is intended to be considered medical, mental health, legal, financial, or religious advice in any way. For specific questions related to a medical or mental health situation, consult your own medical or mental health professional. For specific questions related to your financial, legal or tax situation, consult your own attorney, accountant, and/or financial advisor. For specific questions related to religion, spirituality, or faith, consult your own clergy member or spiritual healer. Do not start or stop taking any medications because of anything you have read or received through this Program. Any recommendation of any products is simply offered for educational purposes, and you need to check with your own medical professional before using any of these products on, in or near your body in any way. By signing this Agreement, you agree that you are also consenting to the full Disclaimer which may be found on my website.

Limitation of Liability, Indemnification, and Release of Claims: I will not be held responsible in any way for the information that you request or receive through this Program, including my services, products, and Program materials and any other information you have received from or through me related to this Program. You agree that you fully and completely hold harmless, indemnify and release me from any and all liability, damages, causes of action, allegations, suits, sums of money, claims and demands whatsoever, in law or equity, that you ever had, now have or may have against me in the future that may arise from your participation in the Program, including all services, products, and Program Materials, to the extent permitted by applicable law.
Other Important Terms
Termination: If either of us want to terminate the Agreement at any time, we both agree to notify the other at least 3 days in advance by e-mail. Even after termination by either of us, all of the terms of this Agreement, including all of the Investment, Refund Policy, and Intellectual Property terms, will still apply to both of us now and in the future.

Notice: All correspondence or notice required regarding the Program shall be made to me by e-mail at mallory@mallorygrimste.com and to you at the e-mail address you provided during your enrollment in the Program. Should your e-mail address, billing information, or contact information change at any time throughout the Program, it is your responsibility to provide your updated information to me within 3 days of any change.

Entire Agreement, Assignment, Survivability and Waiver: This Agreement contains our entire agreement. This Agreement may be modified or amended at any time as long as the amendment is in writing and signed by both of us. You may not assign your rights or obligations under this Agreement to anyone else, and the obligations under this Agreement shall survive indefinitely unless otherwise stated in this Agreement. If I choose to waive or not enforce one or more terms of this Agreement, it does not in any way limit my right to later enforce every part of this Agreement.

Governing Law: This Agreement shall be construed according to the laws of the County of New Haven in the State of Connecticut.

Dispute Resolution: Should we ever have any differences, it is hoped that we could work them out amiably through e-mail correspondence. However, if we are unable to seek resolution in 7 days, we agree now that that the only method of legal dispute resolution that will be used is binding arbitration before a single arbitrator, jointly selected by both of us, unless we both agree otherwise in writing. You understand and agree now that the only remedy that can be awarded to you through arbitration is the full refund of your Payment made to date. No other actions or financial awards of consequential damages, or any other type of damages, may be granted to you. We both agree now that the decision of the arbitrator is final and binding, and may be entered as a judgment into any court having the appropriate jurisdiction. You also agree that should arbitration take place, it will be held in the County of New Haven in the State of Connecticut where my principal place of business is located, and the prevailing party shall be entitled to all reasonable attorneys’ fees and all costs necessary to enforce the decision of the arbitrator.

Non-Disparagement: If there is a dispute between us, you agree to not publicly or privately make any negative or critical comments about the Program, my business or me, or to communicate with any other individual, company or entity in a way that disparages the Program or harms my reputation in any way, including on social media. In arbitration or when required by law, of course, you are not prohibited from publicly sharing your thoughts and opinions.

By signing this Agreement, you acknowledge that you have read, understand, agree to and accept all of the terms in this Agreement. Electronic signatures of this Agreement are permitted and enforceable. You agree that you have had the opportunity to ask me any questions prior to signing, and your signature indicates that you are in agreement with all of the terms of this Agreement.
By writing my full name here, this serves as my signature for agreeing to the terms of this Client Agreement: *
Your answer
Date: *
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A copy of your responses will be emailed to the address you provided.
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