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CONSULTING AND COACHING SERVICES
We are looking forward to working with you on your professional goals. To enable us to provide the highest quality of training, we ask that you observe the following policies. If you are unclear about any policy, please ask and we will be happy to explain. We value every client and we have found that these policies allow us to provide the highest quality of service to each of the people we work with. CONSULTATION SESSIONS INITIAL CONSULTATIONS: Initial consultations are available in both 1/2 hour and one hour sessions. After you give us your completed KC practice building worksheet, we will review it at no charge to you. During our initial consultation, we will go over our comments and assessment of your questionnaire. We will explore many business and practice related issues regarding your practice history, present state and future goals. During the consultation, we will define several projects you can begin, to start the process of reaching your goals. At the end of the consultation, we will agree on several steps and tentative timelines for your projects and we will set a time for our next consultation. I will be happy to remain available for phone calls to answer any questions that come up or to share your successes. You may fax or mail any information that you would like us to review, edit or make comments on. DISTANT CLIENT CONSULTATIONS: For Distant Clients who are in other parts of the country, we may do all of our work over the phone, by fax and/or the U.S. mail. Upon your request, I may be available to come to your town and do a group seminar for psychotherapists in your community. I can also work with you at your practice setting. If this interests you, please ask for details. CONTINUING CONSULTATIONS: Each additional consultation will begin with 1) a quick consensus on the agenda to cover 2) a review of your progress 3) new training, and 4) we will end with the next set of goals to work on. CANCELLATION POLICY: If you need to cancel your consultation, please call us during regular business hours at least one business day (24 hours) prior to your scheduled time or you will be charged your full fee for the time we have reserved for you. We understand that things can come up unexpectedly, and we offer the following exception in an attempt to address both your special needs and ours: If you are unable to give a 24 hour notice of cancellation, and if we are able to reschedule your appointment during that same week, we will not charge you for your original, reserved time slot. Our voice mail is available 24 hours a day. TELEPHONE CONVERSATIONS Please feel free to leave a confidential voice mail message for me at any time and I will return your call as soon as possible. While short telephone conversations of up to five minutes will be accepted when I am available, extended phone conversations will be billed at the same rate as your consultation sessions, in 15 minute increments. MATERIALS REVIEW AND EDITING From time to time, you may ask me to review or edit materials such as office brochures, flyers for your event, introductory letters to referral sources, practice management statistics, demographic information about your community or other materials. The time limit for any reviews or edits will be established by you when you show, mail or fax the materials that you want us to review. If I spend under 5 minutes, I will not charge you. You can request that I spend 1) as much time that as is prudently yet effectively needed or 2) any length of time in 15 minute increments. I will call you in the unforseen circumstance that your project requires significantly more time than you have authorized. PAYMENT FOR SERVICES AND PRODUCTS In order for us to simplify our business and have more time to serve our clientele, we will not ordinarily send you a billing statement. We ask that you make your payment for consulting services at the end of each session. If you are a Distant Client, you can mail your check to our office on the day your consultation takes place. When ordering any products from our Practice Building Training Forms, Therapist Office Forms, Specialty Packets or other products, please make your payment to us when your order is placed. Your packing invoice will be your tax deductible receipt. OUR RELATIONSHIP Our relationship is important! Please share your ideas, concerns and dreams with us. Our goal is to make your learning experience as interesting, productive and enjoyable as possible. We are very flexible and creative and will start at the level you are comfortable with, then pull you forward in your professional, business and leadership skills. We find business fun and creative and hope to share that enthusiasm with you. Please note that although I am a Psychologist and an MFCC, I am not engaging in a psychotherapeutic relationship with you or providing psychotherapy services. With some consulting clients, I may address motivational blocks when learning new skills that can entail risk taking or new levels of confidence. My purpose in addressing this component of your professional development, is to help you eliminate things that can hinder the success of your practice. Thank you again for choosing Kolt Leadership Group as your consultant. We look forward to working with you on building your practice. Please get prepared to open up your thinking and creativity, and get ready to enjoy learning new skills. Laurie Kolt, Ph.D. CLIENT AGREEMENT I realize that a successful business relationship is dependent upon a combination of many factors. I understand that the success of my practice building consulting relationship is a product of:
Therefore, I understand that Kolt Leadership Group's services and Laurie Kolt, Ph.D. can not guarantee that my practice will grow. I also understand that I may bring up any unforseen concerns or questions at any time and I may discontinue my consulting relationship at any time that I choose. I have read the attached Consulting Policy Statement and agree to the terms stated. . Please retain a copy of this contract for your records and return the original. 
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