Crush The Quarter Strategy Session Agreement
This agreement (“Agreement”) is entered into as of 01/30/2025 by and between $FIRSTNAME$ $LASTNAME$ (“Client”) and Blazing Trails Coaching, LLC (“Service Provider”), collectively referred to as the “Parties.”
1. Program Description
The Crush The Quarter Strategy Session (the “Program”) is designed to provide contractors and skilled trades business owners with strategic planning, goal setting, and accountability support over a 90-day period.
The Program includes:
- One 2-hour strategy session.
- Online workbook, templates, and tools.
- 13 weeks of email support, including progress reporting and motivation.
2. Scope of Services
The Service Provider will:
- Assist the Client in reviewing financial statements, setting goals, and creating a 90-day action plan.
- Provide guidance, templates, and tools tailored to the Client’s business needs.
- Offer weekly motivational tips and email support during the Program term.
The Service Provider is not a Certified Public Accountant (CPA) or licensed financial advisor. The Program is for educational and strategic purposes only and does not constitute financial, tax, or legal advice.
3. Client Responsibilities
The Client agrees to:
- Provide the Service Provider with accurate and complete financial statements and any additional required business information no later than 7 days prior to the scheduled strategy session. These documents are essential for a successful outcome.
- Actively participate in the strategy session and follow through on the action plan.
- Acknowledge that the success of the Program depends on their effort and implementation of the strategies discussed.
4. Fees and Payment
The total fee for the Program is $795.00, payable as follows:
- [Deposit/Full Payment] of $795.00 is due upon purchasing this program.
No refunds will be issued once the Program has commenced.
5. Limitation of Liability
The Service Provider makes no guarantees regarding the outcomes of the Program. The Client acknowledges and agrees that results are dependent on various factors, including their own implementation and business circumstances.
The Service Provider will not be held liable for any losses, damages, or claims arising from the Client’s use of the information, templates, or tools provided in the Program.
6. Confidentiality
The Parties agree to keep all business and personal information shared during the Program confidential, except where disclosure is required by law.
7. Termination
Either Party may terminate this Agreement with written notice if the other Party breaches any term of the Agreement.
8. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of the State of [STATE].
9. Entire Agreement
This Agreement constitutes the entire understanding between the Parties and supersedes all prior agreements, whether written or oral. Any amendments to this Agreement must be made in writing and signed by both Parties.
10. Disclaimer
The Service Provider is not a CPA or licensed financial advisor. The Client acknowledges that the Program is for strategic and educational purposes only and is not a substitute for professional financial, tax, or legal advice. The Client is advised to consult a qualified professional for such matters.
11. Agreement to Terms
By purchasing this Program, the Client agrees to all the terms and conditions outlined in this Agreement.