Business Registration – Lead The Way Coaching Co. is in process for a registered “doing business as” name, and a business license in the City of Menifee, CA. (IN PROCESS)
Contracts – Clients agree to a contract at the beginning of starting services. Paperbell integrates the client agreement contract process with industry leader HelloSign to provide for online agreement.
Credentials – Dr. Brenda Boyd is being ICF-trained at Concordia University-Irvine (Townsend Institute). She will complete her education in June 2026. She is preparing for the ACC board with the ICF in the Summer of 2026. (IN PROCESS). Dr. Boyd holds a PhD in Leadership, with competency in coaching. She has worked in education and has aligned her career with coaching for over 20 years. When Dr. Boyd has completed the certification through ICF, she will be listed as an ICF coach.
Data Handling – We do not share your personal information.
Domain & Age – Lead The Way Coaching Co. and http://www.leadthewaycocachingco.com originated in 2025.
Paperbell – Paperbell is a website platform and business management tool for coaches and consultants. Paperbell manages payments, scheduling, contract signing, and client administration for Lead The Way Coaching Co.’s coaching business.
Payment / Refund / Terms & Conditions – At the beginning of the client agreement we review payment, refunds, and terms and condidtions. The fees are posted on the website. The client can terminate services at any time. We do all we can to resolve issues, but if needed, a refund can be given for the remaining services not used.
Privacy Policy – All sessions are private. At the beginning of the client agreement we review privacy.
Scope of Practice – Lead The Way Coaching Co. provides online/virtual coaching sessions through phone and Zoom. We also offer in-person equine assisted learning at a horse farm where leadership coaching using the TeachingHorse framework (The Diamond Model of Shared Leadership) is experienced. Lead The Way Coaching Co. does not provide counseling.
Security / Encryption – STRIPE, an encrypted payment service, is used through the scheduling hub called Paperbell.
Sample Client Agreement
Please review the coaching agreement with Lead The Way Coaching Co.
This Agreement is entered into by and between “THE COACH” Brenda Boyd, PhD, Lead The Way Coaching Co., Menifee, CA, and “THE CLIENT” [Client Name, Address], whereby “THE COACH” agrees to provide coaching services to “THE CLIENT” focused on the topics, results, outcomes, and goals outlined in each session.
1) Coach-Client Relationship
A. “THE COACH” agrees to maintain the ethics and standards of behavior established by the International Coach Federation “(ICF)” (Coachfederation.org/ethics). It is recommended that “THE CLIENT” review the ICF Code of Ethics and the applicable standards of behavior.
B. “THE CLIENT” is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and his/her coaching calls and interactions with the Coach. As such, “THE CLIENT” agrees that “THE COACH” is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the “THE COACH”. “THE CLIENT” understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.
C. “THE CLIENT” further acknowledges that he/she may terminate or discontinue the coaching relationship at any time.
D. “THE CLIENT” acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including work, finances, health, relationships, education and recreation. “THE CLIENT” agrees that deciding how to handle these issues, incorporate coaching principles into those areas and implementing choices is exclusively “THE CLIENT’S” responsibility.
E. “THE CLIENT” acknowledges that coaching does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association and that coaching is not to be used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is “THE CLIENT’S” exclusive responsibility to seek such independent professional guidance as needed. If “THE CLIENT” is currently under the care of a mental health professional, it is recommended that “THE CLIENT” promptly inform the mental health care provider of the nature and extent of the coaching relationship agreed upon by “THE CLIENT” and “THE COACH”. Although coaching can sometimes be confused with other helping professions such as counseling or consulting, “THE COACH” provides services intended for well-functioning individuals who are ready to take action and make behavioral changes aligned with their work and life goals.At no time does “THE COACH” diagnose.
F. “THE CLIENT” understands that in order to enhance the coaching relationship, “THE CLIENT” agrees to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program.
G. If at any point the coaching relationship appears to enter a therapeutic or consulting scope, “THE COACH” will discuss appropriate referrals or boundaries with “THE CLIENT.”
2) Services
Coaching is a professional paid service, not a legal business partnership, between “THE COACH” and “THE CLIENT” in a thought-provoking and creative process that inspires the client to maximize personal and professional potential. It is designed to foster personal and professional goals, and to develop and carry out a strategy/plan for achieving those goals. Paid services are conducted through weekly phone or Zoom sessions of 15, 30, or 45 minutes in duration. Coaching sessions are not recorded without mutual written consent, unless otherwise agreed upon.
The parties agree to engage in an individual or 1-2-3-4-5-6 month Coaching Program through (describe method(s), e.g., in-person, internet, telephone) meetings. “THE COACH” will be available to “THE CLIENT” by texting, phone, and zoom in between scheduled meetings as defined by “THE COACH”.
Text messaging is used for scheduling only, not for coaching delivery.
3) Schedule and Fees
When you enroll in a coaching program, you commit to a set number of sessions or a defined time-period. Payment (or deposit) is required to secure your slot and scheduling. Because coaching is a time-based service and often involves preparation on the coach’s part, fees are generally non-refundable once the program begins.
This coaching agreement is valid as of the signing date. The fee is $100/30 minutes or $200/hour. Packages are available for 1-2-3-4-5-6 months. The calls/meetings shall be 15 minutes or 30 minutes in length, depending on the package agreed to. If rates change before this agreement has been signed and dated, the prevailing rates will apply.
4) Refund and Cancellation Policy
Lead The Way Coaching Co. values fairness and transparency. The following refund and cancellation terms apply to all coaching programs.
This refund policy in effect for the term of this Agreement is as follows:
Refund Eligibility – Unused Sessions
If you request to cancel the program before the first session occurs, you may request a full refund (minus any payment processing or administrative fee) if the challenge or coaching process has not yet begun.
If you have attended some sessions, but choose to stop before completing the full package, you may be eligible for a partial refund for the unused sessions. For example, coaching packages may be pro-rated: total fee ÷ number of sessions = per-session cost; refund = number of unused sessions × per-session cost, minus an administrative fee (e.g., 10-20%) to cover scheduling, preparation, and opportunity cost.
If you complete all sessions, or if you cancel after the final scheduled session, no refund will be issued.
No Refunds for Completed Sessions / Outcomes / Hold Harmless Provision
Coaching does not guarantee specific outcomes (as the client drives results). Therefore, sessions that have already taken place are non-refundable. The refund policy is not based on whether you “get your desired result,” but on how many sessions remain unused. “THE COACH” provides services to assist “THE CLIENT” to achieve goals, and “THE COACH” is not held responsible or liable for any direct, indirect, incidental, special, or consequential damages relating directly or indirectly to any action or inaction that “THE CLIENT” takes based on the services offered, information provided, or other material obtained through coaching.
Cancellation & Rescheduling of Individual Sessions
If you need to cancel or reschedule a session, please provide at least 24 hours’ notice. Sessions canceled with sufficient notice may be rescheduled without penalty.
Cancellations made within 24 hours or “no-shows” may forfeit that session (i.e., no refund or make-up), depending on the coaching agreement. This protects the coach’s time and schedule.
If unforeseen emergencies arise, rescheduling within 24 hours will be accommodated one time per package at the coach’s discretion.
Refund Requests Process
Refund requests must be submitted in writing (e.g., via email) to [your email] with the subject “Refund Request – [client name]”.
Upon your request, we will calculate the refund amount (if eligible) and process the refund within 14 business days using the original payment method.
If the payment was via a payment processor, a small transaction/administrative fee (e.g., 5–10%) will be withheld from the refund to cover fees already incurred.
Termination by Coach
If the coach terminates the program (for example due to client’s repeated no-shows, or issues that make coaching no longer viable), any unused sessions will be refunded on a pro-rated basis, minus any administrative fee, unless otherwise agreed in writing.
Clear Limitations
This policy applies only to coaching services, not to digital products, courses, or third-party materials included in the package (if any).
Once sessions have been delivered (i.e., time spent, access given, preparation done) they cannot be “undone” and therefore are not refundable.
If you delay scheduling your first session for more than three months from the purchase date without contacting the coach, the unused portion will be forfeited.
We strive to handle all refund and cancellation requests with integrity, empathy, and professionalism.
5) Session Procedure
The time of the coaching meetings and/or location will be determined by “THE COACH” and “THE CLIENT” based on a mutually agreed upon time. “THE CLIENT” will initiate all scheduled calls and will call the Coach at the following number for all scheduled meetings through Zoom. If “THE COACH” will be at any other number for a scheduled call, “THE CLIENT” will be notified prior to the scheduled appointment time.
6) Confidentiality
In plain terms: your information stays private unless disclosure is legally required or there is a risk of harm.
This coaching relationship, as well as all information (documented or verbal) that “THE CLIENT” shares with “THE COACH” as part of this relationship, is bound by the principles of confidentiality set forth in the ICF Code of Ethics. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions), and thus communications are not subject to the protection of any legally recognized privilege. “THE COACH” agrees not to disclose any information pertaining to the Client without “THE CLIENT’S” written consent. “THE COACH” will not disclose “THE CLIENT’S” name as a reference without “THE CLIENT’S” consent.
Confidential Information does not include information that: (a) was in “THE COACH’S” possession prior to its being furnished by “THE CLIENT”; (b) is generally known to the public or in “THE CLIENT’S” industry; (c) is obtained by “THE COACH” from a third party, without breach of any obligation to “THE CLIENT”; (d) is independently developed by “THE COACH” without use of or reference to “THE CLIENT’S” confidential information; or (e) “THE COACH” is required by statute, lawfully issued subpoena, or by court order to disclose; (f) is disclosed to “THE COACH” and as a result of such disclosure “THE COACH” reasonably believes there to be an imminent or likely risk of danger or harm to “THE CLIENT” or others; and (g) involves illegal activity. “THE CLIENT” also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with “THE COACH” in a timely manner.
7) Release of Information (Optional, based upon specific situation)
“THE COACH” engages in training and continuing education pursuing and/or maintaining ICF (International Coaching Federation) Credentials. That process requires the names and contact information of all “THE CLIENT’S” for possible verification by ICF.
By signing this agreement, you agree to have only your name, contact information, and start and end dates of coaching shared with ICF staff members and/or other parties involved in this process for the sole and necessary purpose of verifying the coaching relationship. No personal notes will be shared.
Client Agrees _________ Client Refuses __________
According to the ethics of our profession, topics may be anonymously and hypothetically shared with
other coaching professionals for training, supervision, mentoring, evaluation, and for coach professional development and/or consultation purposes.
8) Record-keeping Policy
The Client acknowledges that “THE COACH” has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship.
Such records will be maintained by the Coach in a format of “THE COACH’S” choice (print or digital/electronic) for a period of not less than 10 years.
9) Limited Liability
Except as expressly provided in this Agreement, “THE COACH” makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the “THE COACH” be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that “THE CLIENT” may incur, “THE COACH’S” entire liability under this Agreement, and “THE CLIENT’S” exclusive remedy, shall be limited to the amount actually paid by “THE CLIENT” to “THE COACH” under this Agreement for all coaching services rendered through and including the termination date.
10) Entire Agreement
This document reflects the entire agreement between “THE COACH” and “THE CLIENT”, and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both “THE COACH” and “THE CLIENT”.
11) Dispute Resolution
If a dispute arises out of this Agreement that cannot be resolved by mutual consent, “THE CLIENT” and “THE COACH” agree to attempt to mediate in good faith for up to 30 days after notice given. If the dispute is not so resolved, and in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party.
12) Severability
If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If the Court finds that any provision of this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.
13) Waiver
The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party’s right to subsequently enforce and compel strict compliance with every provision of this Agreement.
14) Applicable Law
This Agreement shall be governed and construed in accordance with the laws of the State of California, without giving effect to any conflicts of laws provisions.
15) Binding Effect
This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.
16) Nondisclosure and Intellectual property
“THE COACH” will not voluntarily communicate “THE CLIENT’S” future plans, business strategy, customer information, or financial information to any other third party. To protect “THE COACH’S” intellectual property, “THE CLIENT” agrees not to reproduce, distribute, or publicly share any written, digital, or recorded coaching materials, exercises, or tools developed by “THE COACH” without written consent.
Please sign both copies and return one copy of this Client Agreement prior to the beginning of the first session.
COACH: _________________________ Date: ___________
CLIENT: _________________________ Date: ___________
Last updated: November 9, 2025
Lead The Way Coaching Co. 