FAQ and
Policies

By having at least one coaching session with us, you agree to the following terms and policies:

FAQ, Terms, and Policies

Can we talk before we start coaching work?

Yes! Please book Session 1 and Session 2 for free. This will allow us to meet, get to know each other, learn about your goals, and determine if this could be a fit. You are welcome to ask questions. After Session 2, we’ll come up with a suggested plan/cadence for sessions.

Do I get a recording, transcript, or notes after a session?

That’s up to you. At the start of each session, I will ask if you want it recorded. If you consent, it will be recorded and provided to you.

Tools used:

  • Business/Workspace version of Google Meet, and have opted into their HIPAA compliance.
  • Fathom.video for recordings, transcripts, and AI summarized notes. Fathom is HIPAA, SOC2 Type II, and GDPR-compliant and has passed extensive security reviews by Zoom. Neither Fathom nor any of its AI sub-processors train AI models on customer data, including meeting recordings and transcripts.

After our session, I will review the AI notes, manually edit and improve them, and share the final notes with you in our “portal.”

Where is our portal? Is it secure?

Coaching and medical portal systems tend to be visually overwhelming and hard to set up. They wanted to be way more than a portal, which made them bloated and not easy to use.

To keep things simple, we’ll create a Google Doc and use a “tab” for each session. Your Google Drive folder, including your Google Doc “portal,” is only shared with you.

The Doc will include the session notes and any actions and homework. You can add to the doc, write comments, paste in homework, or just use the doc space for your own writing exercises or brainstorming.

That’s the simplest portal, and we can easily lock it down so that it’s only available to the two of us. Even someone who guesses the link wouldn’t be able to get in.

Google might expect you to log in to access this doc. If you have a Gmail account, please share it with us.

Is coaching spiritual or religious?

Only if you are or want to be. Coaching is not affiliated with any spiritual practices or religions.

Is this a safe space?

We want to create a safe space, but there’s no safe space without trust, which we will work to earn every day.

See our confidentiality agreement below. We keep each other’s secrets.

Can I reschedule or cancel?

Reschedule any time for any reason. My calendar’s confirmation email and the calendar event will have links for rescheduling and canceling. Please use those!

You don’t have to tell or warn me first. You don’t need a doctor’s note. You don’t even have to give a reason.

If you are working off a package, the time is not deducted until it’s used. You lose nothing when you reschedule or cancel.

If you paid for that time, you won’t be charged when you reschedule.

Cancellation might involve the refund policy below.

Can I get a refund?

If you cancel a paid session and do not intend to reschedule, let me know, and I will refund your money.

If you have bought a package and one or both of us have decided to close the coaching conversation, the refund policy is as follows:

  • Used hours are billed at full price (currently $100/hr) even if your package includes discounted hours. Cancelling the discounted package forfeits the discount.
  • $100 will be kept as an early cancellation fee.
  • For example, if you paid $900 for 10 discounted hours, used three hours, and then wanted to terminate, your refund would be $500.

Can I get a Purchasing Power Parity (PPP) rate?

Let’s talk. Please book a free session, and we can discuss what price works for both of us.

Can our sessions include therapy?

If we believe that you are likely to harm yourself or others, or if you are dealing with past or present trauma that goes beyond the scope of our practice, we will work with you to find the help you need.

We are not trained to handle trauma or PTSD, and may recommend that you dig into those issues with a trained professional.

Can I get an invoice for one or more payments?

Yes, just let us know the name, address, and email for the invoice.

Do you take insurance?

Coaching is not considered a medical or psychological service, so it’s not covered under insurance. We do not accept any insurance plans or medical discount cards. 

Can you coach my child/teen/minor?

Due to risks and liabilities around working with children, we are current not accepting minors as clients.

If you would like to discuss your relationship, communication, experiences, etc. with your child, those are excellent coaching topics.

Which country am I doing business with?

Brass Flowers Inc. d/b/a Delta CX is a C corporation registered in Arizona, USA. 

I acknowledge that a coach does not diagnose or treat psychological or physical disorders. I acknowledge that while my coach assists and supports me in taking action, I reach my own conclusions and achieve my own personal goals; I am fully responsible for my choices, actions, and direction of my program.

Confidentiality agreement

Everything you say and experience during our sessions, actions, and homework is confidential. By having at least one coaching session with us, you are agreeing to the following confidentiality and non-disclosure terms: 

 

  1. The term “Confidential Information” includes, without limitation, personal information, trade secrets, copyrights, specifications, design plans, drawings, software, documentation, data, ideas, inventions, financial information, colleagues, partners, financiers, and any other personal or business information that one party (“Disclosing Party”) discloses to the other (“Receiving Party”).
  2. The Receiving Party shall (i) hold all Confidential Information in confidence and use it only for the Permitted Purpose; (ii) reproduce Confidential Information only as reasonably required in furtherance of the Permitted Purpose; (iii) restrict disclosure of Confidential Information; and (iv) only disclose Confidential Information in whole or part as may be required by law, law enforcement, regulatory, or medical or counseling professionals. The Receiving Party shall not disclose Confidential Information to third parties without the Disclosing Party’s prior written consent.
  3. The above restrictions on the use or disclosure of Confidential Information shall not apply to any Confidential Information (i) after it has become generally available to the public without breach of this Agreement; (ii) which at the time of disclosure to the Receiving Party was known to such party free of restriction and evidenced by written documentation in such party’s possession; (iii) which the Disclosing Party agrees in writing is free of such restrictions.
  4. The Receiving Party’s obligations with respect to the Confidential Information do not expire unless the information becomes public or known without breach of this agreement.
  5. The Disclosing Party shall have the right to obtain injunctive relief upon the Receiving Party’s breach. This remedy is in addition to any other remedies available at law or equity. Any injunction or damage claim sought will be under Arizona law, regardless of conflicts of law, forum, and venue.
  6. While working towards ICF accreditation, we have a Google Sheet of our sessions. This contains your name, email, the date we met, the length of the session, and whether it was free or paid. There is no other information about you on that sheet. Rarely, the ICF might reach out to you to validate that we are in a coaching agreement. We expect them to accept our declaration of hours coached without having to supply the Sheet.