Confidentiality

Our sessions are kept confidential (unless you are at risk of hurting yourself or others or are conducting illegal activity.)

If an individual or company is sponsoring your coaching, then information about your coaching attendance and progress toward coaching goals may be shared with your sponsor.

Coaching is a professional service, and payment is expected at the time of service. However, you may leave our coaching contract anytime, provided that the cancellation policy has been met.

Please review the expectations below. If you choose to enter a coaching relationship, you will be asked to sign an agreement that includes the information on this page.

My Responsibilities

I am committed to your personal and professional success.
I will prepare for each meeting to ensure your time is well spent.
As your coach, I will be available and supportive between meetings as needed.
I will be open, honest, constructive, respectful, and professional.
I am open to your feedback on bringing more value to your experience in coaching.

Your Responsibilities

You are committed to the coaching relationship and the coaching goals.
You are open to receiving coaching and feedback.
You will attend all coaching sessions on time.
If you need to reschedule a coaching session, you will do so with at least 48 hours’ notice.
You will be present during coaching sessions without external distractions (cell phones, driving, other people, email, etc.).
You will be open and honest during the sessions, and you will give me feedback about how we can get more value from our time together.
You agree to provide an honest review of coaching in the middle and at the end of the engagement so that we can assess the coaching and make improvements. You will be allowed to share your feedback publicly for marketing purposes.

Privacy

This Privacy Policy describes how and when I collect, use, and share your information when you use my services.

To work with me, you must provide me with certain information, such as your name, email address, and payment information. You may also provide me with additional personal information during our coaching sessions.

Why I Need Your Information and How I Use It

I rely on a few services to collect, use, and share your information, including:

• As needed to provide my services, such as when I use your information to fulfill your coaching request or to settle disputes;

• When you have provided your affirmative consent, which you may revoke at any time, such as by agreeing to coaching or signing up for my email list;

• If necessary to comply with a legal obligation or court order or in connection with a legal claim, such as retaining information about your transaction if required by tax law; and

• As necessary for my legitimate interests if your rights or interests do not override those legitimate interests, such as providing and improving my services. I use your information to provide the services you requested and, in my legitimate interest, to improve my services and comply with any third-party Policies and Terms of Use.

I use your information as necessary to comply with my obligations under any third-party technology services.

Policy and Terms of Use. Information about my customers is important to my business. I share your personal information for minimal reasons and in limited circumstances, as follows:

Service providers. I engage certain trusted third parties to perform functions and provide services, such as Zoom and Microsoft 365, and the collaboration tool Mural for online training. I may share your contact information with these third parties, but only to the extent necessary to perform these services.

Business transfers. If I sell or merge my business, I may disclose your information as part of that transaction only to the extent permitted by law.

Compliance with laws. I may collect, use, retain, and share your information if I have a good faith belief that it is reasonably necessary to:

(a) respond to legal process or government requests;

(b) enforce my agreements, terms, and policies;

(d) protect the rights, property, and safety of my customers or others.

Data Retention

I retain your personal information only for as long as necessary to provide you with my services and as described in my Privacy Policy. However, I may also be required to retain this information to comply with my legal and regulatory obligations, to resolve disputes, and to enforce my agreements. I generally keep your data for the following period: 4 years.

Your Rights

If you reside in certain territories, including the EU, you have several rights in relation to your personal information. While some of these rights apply generally, certain rights apply only in certain limited cases. I describe these rights below:

Access. You may have the right to access and receive a copy of the personal information I hold about you by contacting me using the contact information below.

Change, restrict, delete. You may also have the right to change, restrict my use of, or delete your personal information. Absent exceptional circumstances (like where I must store data for legal reasons), I will generally delete your personal information upon request.

Object. You can object to

(i) My processing of some of your information based on my legitimate interests and

(ii) receiving marketing messages from me after providing your express consent to receive them. In such cases, I will delete your personal information unless I have compelling and legitimate grounds to continue using it or if it is needed for legal reasons.

Complain. If you wish to raise a concern about my use of your information (and without prejudice to any other rights you may have), you have the right to do so with your local data protection authority.

How to Contact Me

For purposes of data protection laws, I, Julee Everett, am the data controller of your personal information. If you have any questions or concerns, please get in touch with me at [email protected].